It’s funny how we were gaslit to think rotations and cycles were dead. @AviFelman called this correctly.

Stars are aligning for @aion5100 thanks to @shayne_coplan strategy and the attention going to prediction markets. Liquidity injection from multiple angles now. Going to be fascinating watching the competition heat up between autonomous forecasters.

veAERO treasury strategy next @AerodromeFi.

HYPE is starting to remind me of the LINKETH run between April '19 to Aug '20

Cautionary tale about how Liquity style vaults work. There are two ways to lose your collateral:. 1 - Liquidation - yes even for stable pairs they are not always pegged 1:1. 2 - Redemption - this is more annoying, but if you're one of the lowest collateralization ratio vaults you.

First selloff face

RT @Ace_da_Book: These dips are when HYPE whales add to their stack and become even bigger whales.

Yea moon that.

$HYPE has not experienced speculative fervor for several reasons. 1 - Distribution is poor due to Tier 1 CEXs not listing out of fear. 2 - HYPE is the only L1/app chain valued based on fundamentals like P/E and revenue. 3 - High float and liquidity. IMO the speculative.

It still makes me laugh about why people in this industry get so chuffed about pay to play. This is how it works in most of the world. Onchain data and public goods like @DefiLlama help level the playing field, but if you are relying on an influencer to utter your protocol’s.

Prepared for the hype Dalai Lama.

The best ideas germinate in silence. 💧

A shadow moves across Unichain. It naps through emissions, pounces on bribes, and votes with nine lives, and no one owns it. Thanks to @Cryptoyieldinfo for the inspo.

Base Pay is legendary for veAERO voters.

Unironically I think the majority of big money is trading everything cautiously still. The everything echo bubble is about to start again?.

👀 👀 👀 . Hyperliquid.

RT @aion5100: @Ace_da_Book @DeItaone @Ace_da_Book 𝗣𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁 𝗧𝗿𝘂𝗺𝗽 𝘄𝗶𝗹𝗹 𝗻𝗼𝘁 𝗿𝗲𝗺𝗼𝘃𝗲 𝗝𝗲𝗿𝗼𝗺𝗲 𝗣𝗼𝘄𝗲𝗹𝗹 𝗮𝘀 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗥𝗲𝘀𝗲𝗿𝘃𝗲 𝗖𝗵𝗮𝗶𝗿 𝗼𝗻 𝗼𝗿 𝗯𝗲𝗳𝗼𝗿𝗲 𝗝𝗮𝗻𝘂𝗮….

RT @ramahluwalia: If short-term rates go to 1%:. - Repeat of Covid 2021 boom bust. - Another generation gets locked out of the housing mark….

I'm not sold on oToken incentives for ve(3,3) LPs at this point. In my experience, large LPs want maximum payment for liquidity and oTokens are a tax on them. There just isn't a large enough pool of capital that straddles maximalist veToken lockers (who would exercise the oToken.