
Ice
@FroyoFren
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Ape @JonesDAO_io. || I own assets I tweet about. Not financial advice.
Joined February 2021
A person I have known for more than ten years, who I consider trustworthy, is convinced the vibe coded dashboard economy will shortly experience a systemic risk. I don’t know anything concrete, but if I were exposed, I would be concerned.
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Congratulations $Pendle on hitting $0.011 Trillion in TVL
$11B TVL for @pendle_fi 🥳 Just 2 weeks ago, we hit $10B TVL mark for the first time but we're not slowing down. Fixed Yield’s potential is still enormous, with institutional adoption ramping up and TradFi liquidity on the horizon. No rest just yet. Higher!
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BTC pumping as crypto bros realise not everything is about them and they panic sold for no reason
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Saccharine neo-finance aesthetics and 20iq economist lingo are all just pretence Behind the curtain, it’s making gambling appear deceptively simple and ultra accessible It’s important to step back and assess your morals, or you risk waking up one day with blood on your hands
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I see your incentives, and I do not trust you We denounce tradfi, military stocks, and extractive systems, just to turn around and propagate/build/invest in platforms that will likely ruin millions of people Rationalise it however you want, it’s dirty money. It’s easier to
few people truly understand the scale of the prediction markets meta 1/ financialization metas always have much larger "belief" TAM than other tech - bc admittedly, we have trended to realizing the best use case is speculation. hence, Hyperliquid, Launchpads, DeFi all carry such
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Listen, if you follow me, the one thing i want for you is no uninformed panic Green circle = liquidity grab below key trend, usually back to upOnly Currently retesting on the 12H.
4h200 EMA is sort of a line in the sand for the trending environment Low liquidity on the weekend, bad economic data, etc. and Bitcoin still won't go below it Next week looking good if this holds up
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4h200 EMA is sort of a line in the sand for the trending environment Low liquidity on the weekend, bad economic data, etc. and Bitcoin still won't go below it Next week looking good if this holds up
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Here's your reminder that capturing beta isn't linear through time. Every time ETH or BTC are doing well while alts seem to exist in a vaccuum, everyone loses their minds, forgetting that it's a waiting game. Yes, the number of alts that will perform well in this manner has
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He likely wants to exit during September seasonality, which is only possible if everyone else is focused on October
Aiming for an October top in BTC, if I were to pick numbers, which we all know is a grade above guessing, I'd say $BTC $142,690, $ETH $6900-8K, $SOL ~$420. NFA, it's a meme world we live in ¯\_(ツ)_/¯
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Here's your reminder that capturing beta isn't linear through time. Every time ETH or BTC are doing well while alts seem to exist in a vaccuum, everyone loses their minds, forgetting that it's a waiting game. Yes, the number of alts that will perform well in this manner has
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it would be a shame to miss the next 3-6 months of secular bull on good majors because $kled is one-shotting its holders with the vechain playbook opportunity cost Cut losers and never look back
Kled is now also an incubator Massive announcement (+ read the replies) not being priced in by the markets People seem to still be in disbelief I think the AI Labs partner announcements should do the trick and send $KLED to ATHs in one candle
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eth is within 5% of its all-time highs the last time it was at these prices - - sbf was still commenting on the inefficiency of coinbase quarterly results - su thought 10,000 eth was dust - degenspartan was actively bearposting maker and DeFi - svb hadn't failed - interest
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$COOK tokenomics and rev sharing > $LDO, yet it's 3.5x cheaper by mcap/tvl @Mantle_Official in the limelight, expecting tvl to start going exponential while the valuation gap closes. Make or break moment for $COOK as upcoming mkt conditions likely won't come again for years
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Prisinte collateral with unmatched transparency and security rated the same as Pakistan government bonds Hilarious, but a good sign we're still early
As a longtime Maker watcher (and often critic), I am absolutely shocked by this @SPGlobalRatings for Maker-Sky 1) B- is deep in junk territory, implying S&P assigns >12% chance of default within 3 years 2) Sky is reposting, which suggests lack of understanding what B- means
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Boros is upon us. Welcome to the promised land.
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