donn
@tzedonn
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liquid discretionary @ some hedge fund (opinions my own, nfa)
Joined March 2010
i heard if you deposited 100k into Stable without signing ToS, you are now officially a community member you will need to say gSTABLE for the next 7d to get your allo
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Per demand I've created a TG channel where I can discuss more trading: > Setups, charts > Orderflow > Other niche arbs & alpha I enjoy discussing ideas with all of you, but pls be nice. Obv channel is free, all are welcome. Let's win, together. https://t.co/YKVwbHCxdm
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Per demand I've created a TG channel where I can discuss more trading: > Setups, charts > Orderflow > Other niche arbs & alpha I enjoy discussing ideas with all of you, but pls be nice. Obv channel is free, all are welcome. Let's win, together. https://t.co/YKVwbHCxdm
t.me
Chop talks about the chop, or not LMEOW
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my boys went from sending sub-1m ca's to discussing the margin of victory of the New Jersey governor elections look at how much we've grown, ma 🥲
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Qualcomm just delivered another beat and raise quarter. I spoke with CFO Akash Palkhiwala following today’s results, and the tone was clear: execution is strong, diversification is working, and there’s more upside that hasn’t even been modeled yet. For the September quarter,
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fwiw think $CC will be an interesting experiment of how people look at an entity that has BOTH EQUITY and TOKEN. the ~$400m raised from VCs by Canton all go into Digital Asset equity. This equity company accrues value from the usual licences, validator services, consulting etc.
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to be clear, it has perpetual emissions, so MC / FDV metrics depend on how you define those terms at $0.145, MC today would be ~$4.8b while "10y MC" or some would like to define this as "FDV" would be ~$14.5b when looking at coins like these I like to think about how long i'd
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there seems to be a lot of confusion around the FDV of pre-market $CC (@CantonNetwork). it is trading at ~$0.145 on Hyperliquid which is ~$4.8b FDV. afaik there are 33b $CC mined so far (check cantonscan) and the emissions are 10b a year for the first 5y, 5b a year for the next
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if any team launching the next big ICO, it probably makes sense to wait a little as $mega ICO full refunds come 5th-19th Nov, while partial refunds for people who get some allo comes 19th-21st Nov. this unlocks ~$1.34b of idle capital to bid your auction/ICO
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as expected, >$50m have decided to go with the 1y lock-up already. and >$850m raised so far. fully expect to this to hit ~$1.5b and lockups to be much higher as we head into the final 24 hours of the raise. as i always say - there is A LOT of capital in crypto. very few good
just as an update, i understood it wrongly - even if >$50m capital commits to a 1y lock, it does not mean that people who don't lock will get zero allocation whether you lock or not, is combined with your social / onchain score to see how much allocation you get for example on
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Two defining voices on justice and culture take center stage:  Chief Medaria “Rondo” Arradondo and journalist Jane Eisner join ….  SHAKE IT OFF WITH MERT & LUCAS — LIVE!  Sunday, Nov. 9, 2025 | 7–9 PM EST | AM970 Radio | Replays streaming everywhere.
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just as an update, i understood it wrongly - even if >$50m capital commits to a 1y lock, it does not mean that people who don't lock will get zero allocation whether you lock or not, is combined with your social / onchain score to see how much allocation you get for example on
looks like there's gonna be $1.5-2b committed for this $50m round and the entire round is going to people who lock it up for a year. team probably has to select who gets allo among those who bid the 1y lock
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Health insurance is crazy expensive. There is another way. If you’d like to explore freedom from insane prices, doctor networks, and the complexity of health insurance join us to hear about a viable alternative that has helped ~20,000 people save $50m over the last 4 years.
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looks like there's gonna be $1.5-2b committed for this $50m round and the entire round is going to people who lock it up for a year. team probably has to select who gets allo among those who bid the 1y lock
$mega ico at $1b is a no brainer, but they're only raising $50m at $1b so what's gonna happen is.. probs at least ~$20m willing to take the 1y lockup then there will be >$500m deposited to buy the remaining ~$30m allo
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so it's basically roulette but instead of 38 slots, you have 25 slots.. and there's a 1/625 chance of hitting the jackpot and it's onchain.. SIGN ME UP
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We’re giving away limited Early Role Whitelist spots to preorder @rayvo_xyz's smart glasses at a discounted launch price. Capture your world, earn rewards, and help train robots w/ Rayvo. Follow us, RT this, and fill out the form below. Entries close Nov 7. ↓
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My letter to Secretary of War Pete Hegseth requesting the end of SRM related operations
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yeah token investing is very simple. you basically calculate the fundamental value of the token, then throw it out the window. then you calc how much hype it has and comp it to the FDV of another hyped project. then slap on a crime premium. dm for my AI-based model.
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