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donn

@tzedonn

Followers
5K
Following
32K
Media
576
Statuses
5K

liquid discretionary @ some hedge fund (opinions my own, nfa)

Joined March 2010
Don't wanna be here? Send us removal request.
@tzedonn
donn
6 hours
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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@tzedonn
donn
13 hours
@chop324
Chop
18 hours
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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@chop324
Chop
18 hours
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
Tweet card summary image
t.me
Chop talks about the chop, or not LMEOW
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@tzedonn
donn
1 day
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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@ryanshrout
Ryan Shrout
23 hours
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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@tzedonn
donn
1 day
spending 80% of my time on prediction markets these days~
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@chop324
Chop
3 days
A tale as old as time
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@tzedonn
donn
6 days
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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@CelsiusOfficial
CELSIUS Energy Drink
14 days
Limited time. Lasting impression.
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@tzedonn
donn
6 days
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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@tzedonn
donn
6 days
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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@tzedonn
donn
7 days
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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@tzedonn
donn
8 days
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
@tzedonn
donn
10 days
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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@LucasAFerrara
Lucas A. Ferrara
3 days
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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@tzedonn
donn
10 days
oversubbed in 5 minutes! gMEGA @megaeth_labs
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@tzedonn
donn
10 days
bidding $mega at $1m fdv thank you very much
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@tzedonn
donn
10 days
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
@tzedonn
donn
11 days
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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@tzedonn
donn
11 days
very interesting. during the elections last year, we'd talk about structuring trades where you long BTC and do a dirty hedge with TrumpLose shares. now you get to bet on price of BTC ONLY IF Trump wins (TrumpWin-BTC) reminds me of the dirty hedge where someone bought $TRUMP and
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@JoinCrowdHealth
CrowdHealth
4 days
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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@tzedonn
donn
11 days
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
@tzedonn
donn
14 days
$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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@tzedonn
donn
13 days
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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@ltrd_
ltrd
15 days
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@BitRobotNetwork
BitRobot Network
13 days
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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@dougmastriano
Doug Mastriano
16 days
My letter to Secretary of War Pete Hegseth requesting the end of SRM related operations
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@tzedonn
donn
13 days
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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