lbx
@bhxlla
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cooking up @duffleinc | prev. upside • solana
Joined January 2021
MegaETH's scale is so impressive that any time you run the numbers, all intuitive projections get blown out. While the market is pricing it as yet another L2, my model finds the opportunity is actually much MUCH larger. I've modeled out four scenarios: 🐂 BULLISH - MegaETH
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you know what’s cooler than 25K+ waitlist members? 50K+ waitlist members. head to https://t.co/mihMHP3dCS see what the fuss is all about.
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New headers by @duffleinc @steeldotdev @arcinternet @ensdomains just dropped this monday. Join the club → https://t.co/bQmplT1B7g
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2 things I’ve realised in crypto, 99% have no idea what they’re talking about & you can’t reason with bags biased. Ultra V3 is the best price very easy to verify, the @JupiterExchange team is very generous with there pricing (free) / rate limits and a huge +EV for the space.
@JupiterExchange @DFlowProtocol Welcome to decentralization. They can do whatever they want with your free apy. You cant force anything
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ct finds out about equities but doesn't want to leave the ecosystem? enter @duffleinc. trade everything
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💯
high conviction: most of polymarket and hyperliquid volume wont come from their websites in the future rn almost everyone uses the main frontend but (very) soon most activity will come from other apps and things built on top think wallets, livestreams, social apps
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gm to all the founders out there who aren’t „on-chain market making“ their own token I appreciate you
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The free open market is telling you that you’re a dumbass
every few weeks CT re-remembers that every single post I make is a content coin that is valued in the free, open market
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One of the best skills to have is knowing your strengths, weaknesses & in markets knowing when you have no edge. I think one key thing after the 10/10 flash crash for me was, we’re no longer playing in the same markets anymore. This isn’t like previous cycles, where you could
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Social trading is great and all till you realise your social circle is retarded
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The issue with creator coins is if you buy the top you inherently hate the creator for life
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solana is for everyone
we spent 4 years building on ethereum and base. nothing took off. 6 months ago, we moved to @solana launched addicted → $3.5M in revenue in 48h, flipping pumpfun’s 24h rev. if you’re still building on base or any eth L2, you’re wasting your potential. solana isn’t just
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Every product with PMF outside of stable coins circles back to financial entertainment in someway.
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