Minty
@DeFiMinty
Followers
82K
Following
6K
Media
1K
Statuses
9K
Research @Delphi_Digital | Threador | Not Financial Advice
Rainbow Road
Joined October 2022
20 crucial trading tips you must learn 1. Losing profits is much easier than making it I can't tell you the amount of times I took a slew of dumb trades that wiped out any gains I had the day before. Profit doesn't exist until it's never used to trade again. Be more careful
33
25
159
New In Person Podcast with @MikeMcCormick_ of @HalcyonVC 📽️ Mike left a $1.5B fund to start Halcyon and has given career grants to help kickstart leading AI companies like @GoodfireAI and @aiunderwriting He has deep takes on China vs US, Safety vs Accelerationism and AI.
7
8
24
In the 1920s, the Russian émigré Serge Voronoff gained fame by grafting monkey testicular tissue into elderly men to restore their strength and potency. In the 1930s, thousands of men received this rejuvenation treatment, and Voronoff became known as the “monkey gland man.”
1
2
8
somehow when the dip comes everyone is scared to buy idk fam nothings changed; the only thing that has are the over levered longs getting flushed resume up shortly 🫡
4
1
22
Tools I actually use this bull market @get_truenorth: Alpha in one place @Amberdataio: Derivatives data @LorisTools: Historical funding rate data @Delphi_Digital: Biased but best research platform @cookiedotfun: Catching up with market events @nansen_ai: Bought for points but
26
49
261
Tools I actually use this bull market @get_truenorth: Alpha in one place @Amberdataio: Derivatives data @LorisTools: Historical funding rate data @Delphi_Digital: Biased but best research platform @cookiedotfun: Catching up with market events @nansen_ai: Bought for points but
26
49
261
The HS Transition Offense Powering the Pacers Want more layups and open 3s without adding 20 new sets? Every coach says they want to play fast. . . but few do it well. The best shots in basketball are in transition. No matter what level you’re talking about, teams always score
6
52
574
I don't like to bull post but think we are going much higher. • Administration that wants to push risk • Midterms next year • Lower interest rates • Increasing global deficit • Potential stimulus • People looking for other avenues as saving rates go down The average
18
9
89
Our September "Market Matters" episode is now unlocked for everyone! Get key insights on where the market could head in Q4 here. Timestamps 0:00 Q4 Macro Outlook 3:00 What's on Analyst Radars? 6:00 The Perp Dex Narrative 10:00 Market Category Leaders 11:00 Market Analysis
28
15
70
I don't like to bull post but think we are going much higher. • Administration that wants to push risk • Midterms next year • Lower interest rates • Increasing global deficit • Potential stimulus • People looking for other avenues as saving rates go down The average
18
9
89
Recent advances in AI like faster chips, edge inference models, and breakthroughs in computer vision now allow machines to understand complex visual and sensory data in real-time at scale. Something that was impossible just a few years ago. @375ai_ seizes this massive
Thrilled to announce that 375ai has raised $10m to build a new data layer for the physical world. The raise is led by @Delphi_Digital , @strobefund and @hack_vc, with participation from @6thManVentures, @EV3ventures, @arca, @peaq & others. Read today's exclusive from
12
19
121
Revised Affiliate & Referral Programs As the result of community questions and comments regarding the previously launched TAP Affiliate program, we have decided to make sweeping changes to both our standard Referral and TAP Affiliate programs in order to better align incentives
18
13
111
Creators to follow in a bull market @docXBT: Learned a lot @hansolar21: Pair trading @Gotzeuus: Solid takes @apewoodx: Morale booster @0xIT4I: Wisdom @3xliquidated: The best I know @that1618guy: Market perspective @0xsmac: Good pulse on the market @__bleeker: Best journal
48
36
298
Creators to follow in a bull market @docXBT: Learned a lot @hansolar21: Pair trading @Gotzeuus: Solid takes @apewoodx: Morale booster @0xIT4I: Wisdom @3xliquidated: The best I know @that1618guy: Market perspective @0xsmac: Good pulse on the market @__bleeker: Best journal
48
36
298
Aggies Surge, Gators Rally | What’s Really Fueling the SEC Power Shift?
3
2
7
Delphi Cofounder explains why Q4 could be a strong quarter for crypto. "Q4 is usually the time in which you see a new wave of stimulus come out, both for economic reasons that they need to stimulate, but also ahead of the new year... that's usually a time when you kind of juice
9
6
32
My Top 10 tips to win in a bull market Don’t cut winners for losers Few people are able to time rotations correctly. The majority of the time I rotated from winners I was better off just holding it. Coins that are outperforming the market are doing so for a reason. They are in
20
29
238
My Top 10 tips to win in a bull market Don’t cut winners for losers Few people are able to time rotations correctly. The majority of the time I rotated from winners I was better off just holding it. Coins that are outperforming the market are doing so for a reason. They are in
20
29
238
Delphi Head of Markets @3xliquidated argues Fed easing and political pressure are creating a perfect storm for markets. "You have an incoming Fed chair that will likely be more sympathetic to rate cuts and midterms as a key inflection point... The administration may do
23
7
67
Make Pure Water from Air with WaterCube — Smart, Safe, and Sustainable for Your Family.
1
2
10
My $Pump thesis is simple - Pump is 1/7 of Hyperliquid's valuation but generates over half its revenue. - CT is biased against meme launchpads but it has proven to be sticky. - It's fair for Hyperliquid to trade at a larger premium but that's still priced in even if Pump were a
Why is $Pump priced so low? Pump sits at 1/8 of Hyperliquid's valuation but generates around half of its revenue. People are bearish on future revenue but Pump has been a consistent cash cow since it first gained traction. Through the low points, Pump still averaged 20-40M
74
77
580
My $Pump thesis is simple - Pump is 1/7 of Hyperliquid's valuation but generates over half its revenue. - CT is biased against meme launchpads but it has proven to be sticky. - It's fair for Hyperliquid to trade at a larger premium but that's still priced in even if Pump were a
Why is $Pump priced so low? Pump sits at 1/8 of Hyperliquid's valuation but generates around half of its revenue. People are bearish on future revenue but Pump has been a consistent cash cow since it first gained traction. Through the low points, Pump still averaged 20-40M
74
77
580