Bitcoineo 🎲
@Bitcoineo
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Writing about defi’s best opportunities | Evolving with chaos
Joined May 2020
All you need to buy now is: > BTC because Powell will keep cutting rates, M2 supply to infinity and USD to lower lows > HYPE because Jeff is using 99% of the cashflow to buy HYPE which is INSANE. Now imagine this pitch on CNBC to tradfi bros that only have the stock market as
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Taking a few days off screens for my yearly Vipassana retreat. It helps me reset from cheap dopamine and bull market fatigue. Last one gave me the clarity to ape with size on $HYPE at $8. Not sure what this one will bring, but I’m confident I’ll come back a better investor and
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@ethena_labs One could argue I should have just deposited more into @PlasmaFDN to get 200% APR with less work. That’s 100% true.
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So let me recap: 1/ Fertility rate is falling globally, especially in developed countries. 2/ Fewer children = more savings (less child expenses + need to self-fund retirement that used to be supported by new generations). 3/ More money goes into status symbols: luxury bags,
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@ethena_labs I already have a clear idea of the best way to farm @ethena_labs season 5, but I won’t share it here since it’s complex and carries high execution risk. See you on Pendle and Hyperliquid.
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I spent around $130,000 in @ethena_labs related YTs this season. Based on my farmer estimations: • My sats: 23B • Total sats supply: 46.8T With 525M $ENA distributed, that’s 258,000 $ENA. Or $209,000 at the current price of $0.81. That’s a 61% ROI. Yes, I could have bought
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@ethena_labs @Paxos Delegated my staked $HYPE to @imperator_co but I'll migrate prior to the vote if @Paxos has better odds of winning vs Native markets.
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Agree with Aylo. @Ethena_labs and @Paxos are, by far, the best teams to successfully launch and support a stablecoin to house all finance.
Still a bit of time to go & 57% of the stake still unassigned, but Native Markets are in the lead for USDH as it stands. I'm ngl, I just don't see how they are the strongest proposal, or the candidate which is truly the best for Hyperliquid when considering the risks involved in
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Something definitely changed in the algo. Didn’t realize I was on the “for you” feed instead of my curated list today. Getting way more engagement on tweets with alpha. Feels like the times when you could just post good content and get noticed are back. Thank you @elonmusk 🧡
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Yea, that's happening
I don’t think people realise @ethena_labs will operate both @HyperliquidX and @megaeth_labs native stablecoins. I wouldn’t like that if I were @circle.
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Funny how most onchain farming opportunities get overlooked by CT because smart farmers have no incentive to talk. The best farms are usually low capacity and easy to dilute. While degen plays are win-win (“let’s ve3,3 together”), onchain farms are a zero-sum game, which makes
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Can’t imagine the pain of farmers who went heavy on @ethena_labs season 4 but hedged early. Lesson: put respect on generational founders and let them cook.
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@0xasrequired He draws the same conclusion than me: If you want t maximize your kPoints, kHYPE YT >>> vkHYPE YT. Bought 6 figs of it, gl hf. https://t.co/LKXy5y3Q8m
It makes no sense to buy vkHYPE YTs instead of kHYPE YTs. You pay an extra 5.07% IY, for 33.9% less kPoints. On the other hand, you get an extra 1.63% APY (earn APY vs kHYPE APY) and Veda/Felix/Hyperlend points that shouldn’t be worth much.
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BY FAR THE BEST ARTICLE YOU'LL READ THIS WEEK. What a research article, thanks @0xasrequired for the alpha.
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@kinetiq_xyz @veda_labs Remember: YT + PT = 1 PT tends toward 1 (at maturity) YT tends toward 0 (at maturity) So when someone longs PT, he shorts YT.
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I can’t believe I missed the most important reason why kHYPE YTs are undervalued: The biggest kHYPE PT buyer by far is @kinetiq_xyz earn itself via @veda_labs. That creates artificial sell pressure for kHYPE YT and misprices it. https://t.co/0vneRghpE7
This is exactly what I’ve been saying in some of my last posts. Basically, Kinetiq itself is nuking the price of YTs in our favour.
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@ethena_labs @HyperliquidX @megaeth_labs @circle I clipped the alpha for you here: https://t.co/UBhg6BxBbp
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I don’t think people realise @ethena_labs will operate both @HyperliquidX and @megaeth_labs native stablecoins. I wouldn’t like that if I were @circle.
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@kbwofficial Btw if anyone has a thread on Seoul or KBW, I’d love to read it. Cheers!
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