Ian
@Ian_Unsworth
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Co-Founder @Kairos_Res | Validators go brrr @firstset_
NYC
Joined October 2011
RT @Kairos_Res: Since spot crypto ETFs launched, Bitcoin ETFs have absorbed roughly $48.6bn while Ether ETFs sit near $4.3bn. However, the….
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everyone either thinks they're going to sell PUMP for a 2x or its a zero not worth touching.
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obviously a lot of these funds are just capturing the basis trade rather than having naked shorts. the ETF flows and net short ETH position of hedge funds line up relatively nicely. for each +$1m of net new flows, shorts increased $0.27m. note the CME is not the only venue,
I low key love the ATH ETH short positions because all these folks will be forced buyers as soon as the price starts moving against them. This means any move up will be dramatically accelerated and self-reinforcing. Pretty crazy to be sidelined on ETH tbh.
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any robotics companies hiring for dudes who just assault the robot?. lmk.
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Competition heating up - you love to see it
LetsBonk's ( $BONK ) market share for token graduations has miraculously surged to ~75% today. Interesting that PUMP is suddenly getting disrupted for the first time in years, likely right ahead of its TGE. If this sustains, I'm guessing $BONK reprices to $4B+.
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yeah ethereum is the stablecoin chain . yeah all the stablecoins are on CEXs and they don’t really benefit onchain activity at all . but idk doesn’t matter if eth goes up and everything else re-rates higher too. wolf swap.
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which asymmetry is worse:. trad fi understanding crypto . or. crypto understanding trad fi.
🇺🇸 LATEST: Tom Lee predicts banks will buy $ETH to secure their stablecoins, not just for speculation, but for infrastructure.
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The best proof of stake network will be the one with the most competitive validator ecosystem. Solana is a categorical leader here, and @pyefinance is enhancing market dynamics that will drive further validator differentiation via staking reward strategies. worth checking out.
“Pye Bonds are a 0→1 improvement to Solana.stake accounts. they embed native stake accounts with additional logic that enables them to be rated, priced, and traded just like traditional bonds.”. New post on the Pye Blog:
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Design app Figma just filed to go public. Its S-1 shows $70M held in Bitcoin ETFs, and board approval for another $30M BTC purchase via USDC
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and they've already earned back 65% of their previous SOL supply to the platform. the indomitable human spirit of a young man from bulgaria
robinhood delisted solana from their platform at $14 two years ago and now users can stake their solana directly on the platform at $157.
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what you're witnessing in the celestia forum is a forewarning of what most PoS networks will experience . If you don't have consistently contentious state, and users are not willing to pay any sort of priority fee or tip to get transactions at top of block, you're likely
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more like higherdancer am i right.
Firedancer has quietly started distributing SOL through its stake delegation program. An initial batch of 32 Frankendancer validators received ~20k in staked SOL. 100 validators are expected to receive delegation in this first iteration. FD is up to 8.4% of total Solana stake.
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RT @Kairos_Res: We recently shared our thoughts on Adler's recent post from the Celestia forum. The PoG is the attention grabber - but th….
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chat what do we think.
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the optional amount of caffeine should have you feeling slightly afraid . huberman said so lil bro.
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