DeFi^2
@DefiSquared
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#1 Ranked trader on Bybit 2023 & 2024. Top 10 ranked wallet on DeBank. Follow for whale insights on crypto & markets.
Joined July 2022
Rank #1 on the yearly leaderboard for yet another consecutive year in a row. Bear markets, bull markets, sideways, doesn’t matter to me. Study simply being built different.
Happy to be defending my number 1 rank on Bybit as 2023 comes to a close. Up next, running it back in 2024. Cheers everyone.
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It was indeed the scariest chart in crypto.
This is one of the scariest charts in crypto and you can't convince me otherwise.
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MODERATOR: Are you willing to commit to NOT raise the sales tax? MIKIE SHERRILL: I'm not going to commit to anything right now. On Nov. 4, vote NO on Mikie Sherrill. ❌
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This is one of the scariest charts in crypto and you can't convince me otherwise.
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Orderly is still so cheap that its staking APR from just a portion of its fee revenue is consistently over 40% without using any token emissions or points to incentivize trading volume. People have become so accustomed to assuming that any high staking yields are padded by token
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Everyone deserves to safely share the road. Learn how Waymo is working to make our roads safer.
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If you’re having a hard time understanding why KOL’s would want to launch their own perp DEX, you should take a look at Aden, another Orderly launched DEX from one of the largest Korean KOLs, which has done about $13bil in monthly volume, earning him millions in fees. It has
Virtuals ran to 5 billion+ over the course of the agent meta. Orderly, the functional equivalent for perp dexes, has no competition in its lane and is seeing large KOLs launching new Orderly powered DEXs daily, while still at just $350M FDV even after new Binance + Upbit listing.
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Virtuals ran to 5 billion+ over the course of the agent meta. Orderly, the functional equivalent for perp dexes, has no competition in its lane and is seeing large KOLs launching new Orderly powered DEXs daily, while still at just $350M FDV even after new Binance + Upbit listing.
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Large accounts impressed by the performance of a certain trending perp dex, not realizing it's entirely powered / built on Orderly (which takes a share of all fees). This is the narrative equivalent to selling pickaxes in a gold rush.
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So the SEC update to accelerate the timeline of ETF approvals creates one of the wildest narrative overlaps I've seen in a long time on AVAX specifically. Like nearly black-swan level convergence of ETF approval + close to $1 billion DAT bid coming at almost the same time. The
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Hydrate. Hustle. GO! CELSIUS HYDRATION - The ultimate hydration for every move. CELSIUS. LIVE. FIT. GO!
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Quick followup discussion to my last post, on Trump related coins in general. It shouldn’t be surprising to anyone that holders of large locked WLFI allocations would want to sell even at a large discount. The fact is that all Trump related coins suffer from the same massive
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So I checked with an OTC contact on this one, and apparently it's actually verified / real. During the same time period that Justin Sun was blacklisted from selling, a different World Liberty team advisor was actively trying to sell over 100M tokens at just 5 cents per token.
$WLFI spent some time ranging around that $0.2 level, which leads a lot of people to want to long the bounce from here. But are the insiders as bullish as the uninformed retail participants ? It turns out a WLFI advisor has been trying to sell 100M+ tokens ... and willing to
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Gm! Been touching snow for a bit since flattening the books in Jan, but wanted to pop my head in for a bit to share an interview I recorded with @thiccyth0t on the evolution of my edge in crypto since 2015.
second interview in the series with @DefiSquared this crypto trader has extracted tens of millions of dollars from the crypto markets completely solo I enjoyed learning how his edges have evolved over the years constant iteration and relentless curiosity
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Don’t let the Blue Jays bats distract you from the their defense! Presented by @NutrafolMen
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Regardless, AIXBT is the single strongest performing agent related coin since my first post on it. There's really no debate about the relative strength it has to the rest of the agent space.
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Most people missing the point here- if you have two agents with similar valuations and high beta it presents a pair trade that other assets don't have. Comparing zerebro to non-AI makes no sense, because the only asset you should be benchmarking it to is similar AI
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There are agents, and there are chatgpt wrappers. Succeeding in crypto x AI this cycle isn't about being blindly long in the face of nauseating volatility, it's about betting on the real tech while simultaneously betting against the gimmicks.
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Not sure how the market missed it, but this orderbook liquidity protocol I posted about a while back apparently just landed an exclusive deal to run Raydium’s entire new perp dex, and its volume has shot up to nearly half a billion dollars of volume a day since then. I looked
Gm. Have been patient about posting this month amidst the chop, but finally have something worthwhile to share. In particular, have been following a token launch this week that the market is likely mispricing to a significant extent. Pretty much one of the only projects I’ve
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Anatomy of a chart. Holder distribution now far better positioned to run ATHs as the only Binance spot listed coin that has novel AI tech, influence, and meme status all in one.
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On a slightly different note from my usual trading content, one of my resolutions for 2025 was to engage more with high quality projects and builders in the space. I was fortunate to have a compelling discussion with @Zagabond about the team's acquisition of
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Virtuals trading at under $3B while its own ecosystem tokens are getting Binance listings at $500M+ valuation is one of the most obvious mispricings I’ve seen in a long time. The main cause of this was a whale who deposited and aggressively sold 0.5% of the supply right before
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