molu
@molusol
entrepreneur | perps & defi | lp maxi | currently building @luminaries
1.2K Following 17.3K Followers
The 3 I’m most excited about:
> @onrefinance: 300M+ AUM, less than 10K holders (you also earn 10% just holding for the airdrop)
> @xStocksFi: there’s 3 major players in equities. These are the other 2. Do the math. Ondo $4B fdv | Backpack $1B fdv
> @Beezie: one of the few gachas not built on top of Collector Crypt and they’ve brought Birkins, luxury goods onchain.
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gifted a pack to try and pull a Royal Oak..
and i kept what I pulled
jupiter is 10x cheaper than gmgn
but it doesn't matter
> terminals and social apps pay creators to bring flow
> creators get rewarded for calls and refs
> traders follow the creators, not the fees
personally, i use these trading tools (gmgn, fomo) for data - and i still swap with jupiter.
i just know i will get the best slippage, execution + cheap fees.
where do you trade?
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get this question a lot:
short term trades: minimum $100k volume in 5 mins
long term trades: high mc, “trendy” “popular” tokens
also want the volume in an upward trending chart
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@molusol what pairs you normally lp? memes with high mcs and volume ?
my ledgers are getting a colonoscopy the second i get back home
Fuuuuuuuu
just realized one of my Ledgers might be compromised too
If you bought yours from one of these European retailers, your funds could be at risk
over a year ago, i started taking profits in ONyc
it ended up being one of the best trades/ strategies I could've done. SOL dropped from $220 to $60 while my idle capital yielded 20% APY during a bear market..
today i start this strategy with my LP profits. all my daily profits get dumped into ONyc loops.
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learn how to LP with me
here is how i setup my pools for $HIRE
> pnl: +$1.5K (2 trades)
screenshot #1#:
1. saw the pool was printing $100k in 5min
2. big pump so i played the pullback
3. single sided, spot, SOL only position
4. a bit risky because it could just drop so i decided to close, if i left it it open it could've cooked more (~10mins)
screenshot #2#:
1. i saw the pull back after dump and wanted exposure again
2. opened a 2 sided, spot 2#>
3. i thought the token would range a little bit then curl up
4. it ripped up ~12% in 2 mins, i made 16% with fees using half the liquidity (gud fee tek)
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learn how to LP with me
here is how i setup my pools for $HIRE
> pnl: +$1.5K (2 trades)
screenshot #1#:
1. saw the pool was printing $100k in 5min
2. big pump so i played the pullback
3. single sided, spot, SOL only position
4. a bit risky because it could just drop so i decided to close, if i left it it open it could've cooked more (~10mins)
screenshot #2#:
1. i saw the pull back after dump and wanted exposure again
2. opened a 2 sided, spot 2#>
3. i thought the token would range a little bit then curl up
4. it ripped up ~12% in 2 mins, i made 16% with fees using half the liquidity (gud fee tek)
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Some tokens I love in Solana ecosystem 🪙
$JUP • $BP • $ARX • $RAY • $MET • $JTO • $CARDS • $PUMP • solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp
What are you accumulating before 2027? 🤔
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1. LP is trading, 100%.
2. Heart attack strategy gives the most dopamine
3. Having a win rate about 70-80% is normal when you LP
4. You can LP with 1 SOL or 1000 SOL
SPEED POD | EP. 07
10 questions w/ @0xmiir from @MeteoraAG
*Solana Summit Singapore edition*
The new X algo meta:
> data about new memecoin millionaires (mandatory fomo/ pump screenshot)
> kols talking about other kols rugging each other
> predatory ponzi scheming platforms
> a creepy dwarf dancing in his jordans or a cute kitten holding a sword
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Never spot traded as much as I do now
A lot more peace of mind
Buy low and wait to sell high
ENA: +20%
ZEC: +12%
BTC: +3.5%
at max leverage
ENA: +200%
ZEC: +120%
BTC: +120%
My crypto winners (majors):
> $ZEC: privacy and quantum
> $SOL: the dapp, revenue chain
> $HYPE: the perps winner
> $NEAR: privacy and confidential settlements
What would you add to the list?
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Some tokens I love in the SOL eco:
> $PUMP: the memecoin launchpad winner
> $JUP: the everything app
> $MET: sol’s liquidity layer
> $META: ownership launchpad
> $BP: tokenized stocks and exchange
> $CARDS: the gacha king
> $ORE: sol’s SoV
> $SANC: the most tvl on sol
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Some tokens I love in the SOL eco:
> $PUMP: the memecoin launchpad winner
> $JUP: the everything app
> $MET: sol’s liquidity layer
> $META: ownership launchpad
> $BP: tokenized stocks and exchange
> $CARDS: the gacha king
> $ORE: sol’s SoV
> $SANC: the most tvl on sol
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Jupiter is the number one lending protocol on Solana
I do expect the total deposits to grow from $5.45B to $10B+ in the bull
Still lots of room to grow
Its DeFi season
one year ago today crypto had its WORST day ever (10/10 recap)
> $19.16b liquidated in 24h
> 1.63m traders wiped
> real number likely ~$40b, cex apis only reported a fraction
how did it compare to previous black swan events?
> 12x ftx
> 16x covid black thursday
> 2x the previous record
SOL on 10/10:
> $220 to $165 in hours
why did it happen?
> Trump announces 100% tariffs
> OI and funding rates were very high
> market makers pulled back and depth collapsed 98%, from $1.2m to $27k in hrs
> depegs on binance also caused mass liquidations
just a good reminder: don’t over leverage your portfolio.. and remember even hedges got reduced or full closed.
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will we ever see these prices again?
bought:
btc $60,688
sol $64.80
$SOL
bull thesis (update):
> perps notional OI continues to rise towards ATH
> solana keeps getting faster (200ms) and remains cheap
> SOL defi is booming (MET, BP, JUP, RAY, ORCA)
> collectibles continue to dominate on SOL (CARDS, Beezie)
> $82M Samsung devices will have access to SOL USDC transfers by end of the month
trillions
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solana:So11111111111111111111111111111111111111112
the $66 to $600 thesis:
> 97% marketshare in spot equities
> more 1:1 backed stocks added every few days
> tcg + collectibles thriving and growing
> simd-550: ~2x disinflation (~$1.5b fewer emissions)
> simd-547: activity based burn via resource pricing
> perps platforms launching have much better infra to compete with hype
> RWAs distributed value more than $3B (1500%+ growth since january 2025)
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totally agree
the world doesn't need another way to buy NVDA
it needs a way to buy what you CAN'T get
every time crypto has won, it gave people new assets and volatility
and the best place to tokenize these new assets?
Solana.
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tldr of my token2049 talk:
- tokenization is about the long tail. the world already has hyper-efficient access to s&p500
you can buy fractionalized NVDA on a fintech app in Indonesia… but you can’t buy trump media
- historically, crypto has succeeded when it has enabled access to (1) net new assets (2) that are volatile
(1) net new = assets that are hard to access/don’t exist on your bank app or brokerage
(2) volatile = inefficient and retail dominated
trump media > nvidia
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