Joo
@NotSoAnonJoo
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Stealth | Prev @Delphi_Digital
DegenFi
Joined April 2014
How to Use GitHub to Spot Good AI Projects: If you are serious about investing in crypto AI, you can’t ignore GitHub. You can use GitHub to level up your DD even without coding knowledge. With so many frameworks, agents, and devs in the space, relying on borrowed conviction
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Llama 3.3 70B is live on Heurist 🦙 This beast matches 405B models in performance but runs at a fraction of the cost. Perfect for production apps and elite agents who need advanced reasoning and tool-calling abilities (86.0 MMLU, 88.4 HumanEval, beating GPT-4o on multiple
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Had some Dms asking about $HEU, its a relative value trade: - ionet ($IO) - 400m MC, 2.6B FDV - Render ($RNDR) - 4b MC, 5B FDV - Akash ($AKT) - 1B MC, 1B FDV - Heurist ($HEU) - 21m MC, 190M FDV + its a new Base AI Depin coin, not man of these that are legitimate
I was asleep, then woke up to see that all my bids had been filled across the board: $PEAQ, $LQTY, and $ENA I also grabbed some $ALCH and $HEU manually. $HEU looked relatively undervalued before, and that dip just made it even more attractive. A tip that always gives: When
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🚖 TADA, top ride-hailing app in SEA, is now live on #TON! You can book rides directly through Telegram and pay with Toncoin via @tonkeeper. No KYC, no extra apps - just seamless, fast, and secure travel. Try it now! Book your ride and join campaign: https://t.co/nFkj4rtAJa
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Hey folks, this is a very important announcement - we don’t have the domain https://t.co/hJ4Ta398Ay anymore, and it’s come to our knowledge a random entity has taken control of it, and it’s likely now a scam/phishing website Please do not access the website or use it!
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Many of you guys have seen the latest news about the huge Reddit dataset open sourced by Grass Foundation last week. Here’s how it was done (with the help of all node operators of course) and why it matters…
HUGE NEWS for the Grass ecosystem: The network has just been used to open source over 600 million Reddit posts and comments! This content will now be publicly available for AI training, leveling the playing field for developers everywhere. It is a giant step towards eliminating
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Getting Mantle with Native Yields Discover @0xmantle, a modular Layer2 solution on the OP stack that strives to be the top native yield chain, enabling easy yield generation, capital efficiency, and strategic ecosystem building. Let's unpack their strategy and intricacies!🧵
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An Application That People Want To Use Earlier this year, we started building @variance_poker, an application that allows you to play a game of poker with friends, settled on-chain. Motivation Blockchains have the potential to create networks with desirable outcomes:
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Think its been almost a year since I was so bulled up on a single token. Think this is will one of the top performers over the rest of this year. - Sonic = new chain, new chain - High TPS, low TTF - Token = $S - $FTM will be convertible to $S 1:1 - The foundation has more than
"Launch of a blockchain network named Sonic Network, with a native token utilizing the ticker $S. This will be a new layer-1 chain with a native layer-2 bridge connected to Ethereum and beyond." Imagine getting a brand new chart for $FTM to $S. Price discovery incoming.
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Ethena 2024 Roadmap: The Holy Grail: Internet Money https://t.co/JAcsYSglkN
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Do yourself a favour and read this today Ethena might be the most ambitious project in all of crypto The internet bond. Internet money. CEX/DEX liquidity layer. And eventually it’s own network A product for DeFi, CeFi and TradFi https://t.co/gdYpnOlcyS
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Had a chance to read this over the weekend. Best @ethena overview I’ve seen, which not only dives into why we’re bullish on $ENA but properly goes through the risks the model has as well. This is a must read. https://t.co/KINoA0liKf
members.delphidigital.io
Intro The stablecoin duopoly is being challenged. After rapidly scaling supply from zero to over $2.2B in less than a month, USDe is now the fastest
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Yield farming is going to fly @emirates that transits thru dubai fully knowing it will definitely be delayed to get insurance payout
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fud surrounding -ive funding rates affecting @ethena long-term are short-sighted 1. Base funding rate is 0.03%/day for most cexs 2. The longest period of -ive funding was in the depths of the bear 3. Redemption of USDe adjusts funding back to +ive on lesser shorts
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Lads at @Delphi_Digital just dropped a report of @ethena They did a great job covering the risk side of things Some of my favorite charts The chads: @robbiepetersen_ & @yeak__ Read it here: https://t.co/CauZLkKpmh
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Based Thread Wen $USDe on @basedappHQ? @edison0xyz
2/ Why $ENA? Officially, $ENA only has governance rights to some decisions in Ethena. However, people generally trades this token by looking at its P/E ratio and comparing it with other players like @MakerDAO. Good thread by @NotSoAnonJoo
https://t.co/zOLX06Te9E
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