dave - hiring genius searchers
@davethereiss
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Founder @wisewhales | @SuperteamCAN | Math PhD | MEV searcher | Fast Car Slow Car
Joined October 2012
RT @0xFrisk: the rumours are true…there ARE Canadians in web3. and i was curious to know what Canadians have actually shipped this year. so….
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2/ $HYPE FDV : 42B.$ZEX FDV : 84M.500:1 !! 🤯. Does @bulletxyz_ have a 1 in 500 chance of dethroning HL? (🤔💯). I'm not bearish $HYPE but the revenue to FDV is not appealing to me. Any other up and coming competitors you think are undervalued?.
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1/ You want an asymmetric bet? . Look at competitors to @HyperliquidX, look at the ratio of their market caps and consider the chance of them beating HL (or gaining significant market share). I'll start. NFA.
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You start making serious revenue and your memetic premium disappears. So weird.
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Original @SagaMobileDAO wallets should be the most rewarded / airdropped . If you paid $1000 for a garbage phone in those early days, you are a diehard Solana homie and probably have an important network.
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Love this. @orbitcryptoai will not stop.
Orbit Markets introduced a new feature recently that deploys AI event listeners. This is a game changer for folks who want to trade on the impact that a certain event has on a market/asset, but will inevitably miss it because they're sleeping, touching grass, etc. A 🧵
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tldr $PUMP looks fine, $BONK looks great imo, especially if you believe in @SolportTom . Tell your family and non crypto friends about how your favourite meme coin evolved into the best fundamental play in the space. Its an amazing story. share if helpful.
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But even just as a business focused play, @pumpdotfun needs to find itself a real community. They'll try to buy it, we've seen it before. Will be tough. I know some influencers looking to get paid though 😂. If they don't fight back for market share, $PUMP will plummet.
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$PUMP valuation is very reasonable considering their year of success. I have nothing against them. Their a business they're simply not a community oriented platform, no love lost here, and shaming them for "value extraction" is silly.
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But as we all know, $BONK isn't just a launchpad, not just a trading bot + launchpad. Its the token that helped us make some bags in the depths of the bear and we all love it. The memetic premium should be super high. If you don't love $BONK, you're probably not my people.
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So we have the analogy of PE ratio at 3.7B/250M = 15, amazing in this space. Just at a fundamental level this is impressive.
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We have over a week of dominance. Every day solidifying themselves in the competitive launchpad arena. 50% revenue goes to $BONK buy and burn ($250M annualized at these levels). The $BONK fam is happy. note: cumulative graph here, but $12M bought and burned is no joke 🔥
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If @bonk_fun continues at this pace, we're on track for $500M in revenue. (Thanks @Blockworks_ ). Note: Its easier for tokens to do well on a launchpad early, before bots are paying attention to them. I think $USELESS was a beneficiary of this, but now the bots are watching.
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Somehow, miraculously, @bonk_inu has gone from *just* the most beloved community meme coin to one of the biggest revenue generators in the space. NFA, etc. 🧵.
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Can buy $5.5k worth of $PUMP at .0062 on @WhalesMarket and short on @HyperliquidX at .0069.-> $550 of very low risk profit. You can just scoop these up as they become available. NFA, careful with shorts, maintain margins
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Can't log in with one account, can't open new account, balances not showing up 5 minutes after depositing. Limits on number of accounts opening in a region?. @AxiomExchange need you to do better. Stark reminder of the fragility of centralized defi.
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