0xGeeGee
@0xGeeGee
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Thriving in the first planetary multi-trillion-dollar ponzi scheme || research & write @Chaoslabs but tweets are only personal opinions || PFP by @0xstrobe
Joined March 2022
gn tweet (long) 1) ETHFI Buybacks: priced in or surprise? EtherFi is pulling one of the most successful pivots from pure Restaking to becoming a Payment Hub: the Card is an extremely successful product (obviously fuelled by the very generous cashback, which cannot last forever)
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I don't know if you remember how low Coinbase bonds traded in the last bear, but Microstrategy stuff is going to make us all blush in comparison
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The Edge Series: Market Intelligence #36
@0xGeeGee prompts | powered by Chaos AI 1. @DromosLabs Merges AERO and VELO Tokens $AERO and $VELO will merge into a single token powering Aero, a unified DEX launching in Q2 2026 on @Ethereum and @arc. Both tokens sold off on the
The Edge Series: Market Intelligence #35
@0xGeeGee prompts | powered by Chaos AI 1. SharpLink Faces mNAV Compression as ETH Sale Speculation Builds @SharpLink is executing a $1.5B buyback program launched in August and recently moved 4,364 ETH worth $14.47M to @OKX ahead of
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1/ Another week, another stablecoin depeg. This time it’s @yalaorg’s $YU, a BTC-backed CDP stablecoin.
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You really don't need evidence other than the chart to know that there was no net buyback here
how is it physically possible that a team buys nearly 2/3s of the token supply and it just non stop bleeds forever?
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Honestly: 1) there are tools already to be transparent about your backing, you’re not required to invent anything at all 2) what about you make your stablecoin backed Exit first, ask later when in doubt Only ask first if you’d really be taking a shitton of an haircut already
As soon as I tell people to withdraw from a farm Founders + bulltards get so triggered and take it personal As a farmer: If you can't personally CERTIFY that funds are safu You should ALWAYS withdraw and reassess Don’t trust any team with your hard-earned money Good luck
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@Cbb0fe Exit first, ask questions later.
As a general risk framework, if you suspect that an asset, exchange, or any place holding your funds might be insolvent, the most rational decision is to exit first and ask questions later. The cost of exiting is typically far lower compared to the risk-adjusted loss
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You know what’s the most bullish thing of this year? That seasonality has been exactly the opposite of usual 4 years cycles anyone?
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@modestproposal1 The crash was over the uncertainty if the entire AI infrastructure capex trajectory was based on a false assumption about compute needs that could be overturned overnight with some algorithmic efficiency improvements. Since DeepSeek the US hyperscalers have not scaled back but in
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Weekly ItPARA points distribution - Week 5 What's the plan for this weekend?🌴 Let's start it well with your weekly Shift points report with an extra 7.5% on top of your 20% XP🍀
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Rabby clearly entereing that arc where they don't know how to improve so every update is worsening the product (it's called the metamask arc)
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You gotta love a good old reset, but seems that privacy/zcash/strk is reset-resistant I don't think it can evolve in such a macro narrative as meme or AI tbh but quite impressive
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One of the earliest long format pieces we wrote at @chaoslabs was about CTCs / DATs and how their so called flywheel was fundamentally broken from a buyer perspective. Essentially their way was leveraging volatility to accumulate more and more underlying, however as we very well
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Small summary: - Burry unwinding Scion (what a funny top signal) - Velo/Aero merger turns into sell the news as everybody and their dogs knew about it (Q2 2026 target, so early to express a trade related to Arc probably) - Circle considering a token for Arc (bullish CRCL, but
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generational top
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