@D2_Finance D2 Finance
D2 Finance posts on X about finance, d2, onchain, derivatives the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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- [--] Month [-------] +27%
- [--] Months [---------] +497%
- [--] Year [---------] +46%
Mentions: [--] #
- [--] Week [--] -19%
- [--] Month [---] +141%
- [--] Months [---] +203%
- [--] Year [-----] +204%
Followers: [-----] #
- [--] Week [-----] +0.51%
- [--] Month [-----] +2.20%
- [--] Months [-----] +23%
- [--] Year [-----] +59%
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Social Influence
Social category influence finance 40.54% cryptocurrencies 16.22% exchanges 7.21% stocks 5.41% financial services 3.6% technology brands 2.7% social networks 1.8% automotive brands 0.9% currencies 0.9% countries 0.9%
Social topic influence finance #1866, d2 #54, onchain 10.81%, derivatives 9.91%, defi #4661, flow 7.21%, hyperliquid 6.31%, crypto 5.41%, $hype 4.5%, business 4.5%
Top accounts mentioned or mentioned by @hyperliquidx @derivexyz @aave @grok @do_not_trade @yieldbasis @ethena @newmichwill @base @ryskfinance @lessg089 @llamaintern @thewhitewhalev2 @imperiumpaper @marczeller @dcfgod @arthur0x @chameleonjeff @vitalikbuterin @kylesamani
Top assets mentioned Hyperliquid (HYPE) Berachain (BERA) Solana (SOL) Bitcoin (BTC) Ethereum (ETH) USDC (USDC) PayPal USD (PYUSD) BlackRock Inc (BLK) MON Protocol (MON) Kamino (KMNO) iShares BTC Trust (IBIT)
Top Social Posts
Top posts by engagements in the last [--] hours
"Evaluating counterparty risk for @HyperliquidX HIP-3 ( Strategy exposure looks heavily @pear_protocol + @kinetiq_xyz coded). @ethena holds $1.2B $PYUSD (40% of ETH supply). Unlike UStb (clearly backed by @Blackrock BUIDL / @Securitize) the PYUSD yield source is unclear with no native on-chain yield that we can see. https://twitter.com/i/web/status/2014243953286201812 https://twitter.com/i/web/status/2014243953286201812"
X Link 2026-01-22T07:49Z [----] followers, [----] engagements
"We don't usually agree with @PIMCO (weve traded derivatives against their flow for years). But wen we do its because we agree on one thing: Fiat is trash. The USD used to be a reasonable hedge against equities. Now Its only a hedge if you run out of toilet paper. 🧻📉 We need more currencies on @HyperliquidX @tradexyz @kinetiq_xyz 👀 Hyperliquid https://twitter.com/i/web/status/2016725393169141805 https://twitter.com/i/web/status/2016725393169141805"
X Link 2026-01-29T04:09Z [----] followers, [---] engagements
"Hey @grok how much did @intern actually realize from selling $MON OTC / through the foundation / related entities (asking as the ultimate beneficiary here) Best guess is it more or less than what @SmokeyTheBera pulled from $BERA (related entities included) Not public info so pure speculation is fine. If your best guess for both is zero just say so 💚 https://twitter.com/i/web/status/2017211531595837751 https://twitter.com/i/web/status/2017211531595837751"
X Link 2026-01-30T12:21Z [----] followers, [----] engagements
"@EdaIntern @JupiterExchange @kamino @jito_sol @binance Solana in @HyperliquidX is best @solana 💚"
X Link 2026-02-03T02:25Z [----] followers, [--] engagements
"d2HYPE cumulative since inception (Aug '25): +21.8% net 🚀 From flattish grind explosive $HYPE move capture. No emissions. No points farming. Just systematic edge on $HYPE volatility. Started slow then hockey stick when it mattered. Proof is on-chain. 📈 Who said DeFi native yield is dead @HyperliquidX @chameleon_jeff @HypurrFi Dont fade the compounding"
X Link 2026-02-03T22:19Z [----] followers, [----] engagements
"@0xngmi @DefiLlama Diving deeper into @capmoney_'s $13.5M ARR claim. Analysing On-chain data is key on what we do so here's an updated breakdown incorporating all fee sources from docs and @DefiLlama adapters ( lots of past alpha there 🙏). Current metrics (per DefiLlama as of Feb [--] 2026): TVL: $313.6M (mostly idle in Aave at $211M) Total Borrowed: $19.7M Delegated Assets: $46M (aggregated from operators like @Stake_Stone $18.4M @hyperithm $8.2M etc.) Fee Structure (from CAP docs/podcast): [--]. Borrow APR: Up to 12% on borrowed amounts $19.7M [----] = $2.36M ARR [--]. Restaker Premium: Avg 2.5% on"
X Link 2026-02-04T08:24Z [----] followers, [---] engagements
"Thanks @chameleon_jeff (for everything really not just $HYPE going up) 🤝 You are welcome for the D2 flow: one of the highest volume weeks ever on @HyperliquidX. But WTF. $HYPE/ $BTC just broke a correlation model we've had running since [----]. 🤣 Hyperliquid"
X Link 2026-02-06T02:49Z [----] followers, [---] engagements
"@do_not_trade @chameleon_jeff @HyperliquidX Hyperliquid"
X Link 2026-02-06T02:50Z [----] followers, [--] engagements
"Avenir Capital sneaking into the top [--] $IBIT holders wasn't on my [----] bingo card either. 😭 Only LinkedIn connection Ex-Alameda ser lol. Capula (my old benchmark heavyweight) probably not popping champagne today either. rough day for the vol harvester crowd. Who knows who's getting margin called into the weekend. @EvgenyGaevoy's new tweeting style makes it look like he hired @VitalikButerin as an intern 🤣 Hyperliquid This was the highest volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums were traded today also the highest"
X Link 2026-02-06T07:11Z [----] followers, [---] engagements
"d2HYPE vault: [--] hours remaining to deposit wHYPE This isnt passive yield farming. Its institutional derivatives alpha on $HYPE 📗 Systematic volatility trading + structured options + tactical delta management = absolute risk-adjusted returns Key pillars driving edge: Vol arb Structured calls Dynamic hedging & position loading Capital efficient base yield 📊 +21.8% net cumulative since June '25 Active alpha generation institutional risk management engineered repeatable verifiable d2HYPE cumulative since inception (Aug '25): +21.8% net 🚀 From flattish grind explosive $HYPE move capture. No"
X Link 2026-02-06T20:58Z [----] followers, [---] engagements
"@Flowslikeosmo We are confused about what a "healthy market" looks like. Its not VCs effortlessly dumping on retail for 500x gains. True health is when sketchy capital finally gets what it deserves. And the ultimate consequence isn't just financial annihilation. It's an exclusive invite to the @KyleSamani yacht being trapped for [--] hours to listen to him pitch "The Next SOL" because they missed the first one. Nature is healing. Kek. I don't know if I can even be mad at VCs at this point. Watching some of these ROIs over the past cycle has been downright depressing. I'm more concerned that the"
X Link 2026-02-07T00:56Z [----] followers, [---] engagements
"@Halko500k This was basically our question to @GMX_IO @coinflipcanada wether is feasible have a strategy sleeve there on top GMX. 🤣 Guess we will see the liquidity @hotpot_dao"
X Link 2026-02-07T02:42Z [----] followers, [---] engagements
"You can have "yield" that traps you in a -11% depeg hole. (How long to rebalance @yieldbasis @llamaintern @_ybintern @newmichwill ) Or you can have $hXXI. ❌ No leverage roulette. ❌ No "you cant leave" prisons. ✅ Just institutional-grade Bitcoin accumulation. The market is teaching a painful lesson on mechanism design today. Don't be on the wrong side of it. Bonus: $hXXI is a top holder of @unitxyz $uBTC (killing it on @tradexyz) so you get that exposure too. You pick @0xcarnation @0xGeeGee @lordjorx @K_Trader_Crypto @Wajahat @tanthaip @andyyy @phtevenstrong @ZeMariaMacedo Looks like yield"
X Link 2026-02-07T04:44Z [----] followers, [----] engagements
"Medium https://medium.com/@D2.Finance/introducing-hyperliquid-xxi-hxxi-the-future-of-bitcoin-accumulation-on-chain-499c488e67ca https://medium.com/@D2.Finance/introducing-hyperliquid-xxi-hxxi-the-future-of-bitcoin-accumulation-on-chain-499c488e67ca"
X Link 2026-02-07T04:44Z [----] followers, [---] engagements
"@newmichwill @yieldbasis @llamaintern @_ybintern Is a mark-to-market loss exceeding 10% for a day (for now) is truly 'working as designed'"
X Link 2026-02-07T11:46Z [----] followers, [---] engagements
"@llamaintern @ilivinskiy @yieldbasis @_ybintern @newmichwill @inversebrah Lmao you celebrate high fees because they are annualized meanwhile the mark-to-market is right there in the UI for anyone wanting to exit"
X Link 2026-02-07T11:52Z [----] followers, [--] engagements
"@yieldbasis Selling tail risk on $BTC is fine per se. And has any strategy that employ leverage there is path dependency. But its unclear why the standard is to mislead the public/retail that the product is printing while it is clearly an adversarial environment for the strategy"
X Link 2026-02-07T11:55Z [----] followers, [---] engagements
"Ser we get it that the loss is only realized upon withdrawal though that principle applies to virtually any investment product. My understanding is that the strategy involves selling tail risk on $BTCwhich is a perfectly valid approach if disclosed. Since fees are positively correlated with volatility the hope is that amortizing the loss over time will allow it to eventually repeg. This however is not how I see the strategy marketed. https://twitter.com/i/web/status/2020119748110139887 https://twitter.com/i/web/status/2020119748110139887"
X Link 2026-02-07T12:57Z [----] followers, [--] engagements
"Fair enough. But CT @yieldbasis promo sold near 'instant arb' not 'indefinite depeg.' Maybe I read those wrong. As we asked @newmichwill do you have actual stress tests in the docs for this ( I have seen the recap of 10/10 that agree you did well but not any stress test we may have missed them 😅 ) https://twitter.com/i/web/status/2020121898252902844 https://twitter.com/i/web/status/2020121898252902844"
X Link 2026-02-07T13:06Z [----] followers, [--] engagements
"Thanks for the clarification It seems we were seeing posts from over-excited community members rather than the team then 😅. To be clear there are things we genuinely admire about @yieldbasis (the flash loan mechanism is definitely elegant). Our concern was just the "risk-free" narrative we kept seeing selling synthetic puts/tail risk is a valid strategy to amortize over time but it definitely isn't risk-free. Apologies for the harsh tone earlier. It just struck a nerve because hXXI was being compared to you as the "riskier" option despite us not underwriting that far left-tail risk."
X Link 2026-02-07T13:32Z [----] followers, [---] engagements
"Continue to be pretty skeptical that @wintermute_t has seen the flow of the person/entity that blew up Thursday as was likely a macro tourist. Not sure if asian western or @YoannTurpin1 really onboarded aliens kek. Would also be skeptical not to have at some point an of @bennpeifert with @TheStalwart and @tracyalloway asking him to compare Allianz Structured Alpha risk management to. this. 🧵 Continue to be pretty skeptical about somebody blew up rumors or at least skeptical about mid/long term impact of it. Maybe somebody blew up but there are simply no spillover effects for us to care When"
X Link 2026-02-07T21:21Z [----] followers, [----] engagements
"There are clearly multiple put legs (some OTC) but let's take one concrete example from the tape. Somebody sold [-----] IBIT Feb [--] P40 contracts starting early January. Real TACT data: Jan 12: Sold [----] @ $0.20 IBIT $52.01 IV [----] Feb 02: Sold [----] @ $0.57 IBIT $44.65 IV [----] Total premium collected: $448K. Notional short: $45.2M. https://twitter.com/i/web/status/2020246773336535324 https://twitter.com/i/web/status/2020246773336535324"
X Link 2026-02-07T21:22Z [----] followers, [---] engagements
"This is the mythical Allianz playbook. "Safe" short puts on a "safe" asset [--] points out of the money. Easy yield. Except IBIT went from $52 to $35.50 in three weeks. The put went from $0.20 $6. That's a 30x move against you"
X Link 2026-02-07T21:23Z [----] followers, [---] engagements
"At peak: Mark-to-market loss: -$5.82M Margin requirement: $19.4M (43x premium collected) Breakeven IBIT: $39.60 You collected $448K to take on $19.4M in margin risk. That's a 2.3% return on capital at risk for unlimited downside exposure on a crypto ETF"
X Link 2026-02-07T21:23Z [----] followers, [---] engagements
"The possible doubling down on Feb [--] at $0.57 is the tell. ( ofc we do not know same entity just seems the same footprints) IBIT already at $44.65 IV screaming higher at [----] and they add [----] more contracts. As @bennpeifert would say "you just go to cell C6 and overwrite the number." The risk model said it was fine. The P&L said otherwise. https://twitter.com/i/web/status/2020247462884307247 https://twitter.com/i/web/status/2020247462884307247"
X Link 2026-02-07T21:25Z [----] followers, [---] engagements
"@bennpeifert However to be fair the OTC side is where the real bodies are buried most likely and tape was most counterparties heading Market makers don't warehouse infinite short gamma on IBIT without hedging it to someone"
X Link 2026-02-07T21:26Z [----] followers, [---] engagements
"@EvgenyGaevoy The "nobody blew up" thesis requires believing that: a) Nobody built a [---] millions notional naked short put position on a crypto ETF b) Survived a 20/30x of initial margins margins call c) Didn't get liquidated when the put moved 27x against them d)after 10/10 CEX flow is still relevant and is not IBIT the king of everything I'd take the under on that. https://twitter.com/i/web/status/2020248469743772118 https://twitter.com/i/web/status/2020248469743772118"
X Link 2026-02-07T21:29Z [----] followers, [---] engagements
"Adding an ELI5 from our thread answering @EvgenyGaevoy: The power of convexity when you're on the wrong side of options. @DeriveXYZ we need a horror story from the Derive tape next 🙏 Now that your SIZE is actually SIZE. cc @crypto_condom @intern_cc Think some on .HL believe options are the same thing 🤣🤣🤣 @HypurrFi we need a new episode of the @hyperliquidx anti-stupidity test. 💚 You sell [-----] IBIT puts. Collect $448K. Feel smart for [--] weeks. Then IBIT drops 32%. The option moves 30x against you. You lose $6M. Your margin goes to $20M. Profit is capped. Loss is a freight train. Escalator"
X Link 2026-02-07T21:45Z [----] followers, [----] engagements
"@TheWhiteWhaleV2 Would be weird if was not spoofing on a CEX on a weekend to be fair 🤣 Why not buy a ticker on @HyperliquidX ser https://x.com/d2_finance/status/2020077683200389325s=46 The problem isnt the $350M size. The problem is the weekend timing. Books are thin (Asia session dead since Oct) and its unclear how many MMs have lost trust in @cz_binance. (Of course many MMs pay KOLs to amplify the dissent on CT we actually agree with CZ on that kek). https://t.co/u7sht1smQq https://x.com/d2_finance/status/2020077683200389325s=46 The problem isnt the $350M size. The problem is the weekend"
X Link 2026-02-07T22:25Z [----] followers, [----] engagements
"2318 HK calls options structures in [----]. More details in [--] years report 👇 https://x.com/d2_finance/status/2011119103436865966s=46 how did you make your first million https://x.com/d2_finance/status/2011119103436865966s=46 how did you make your first million"
X Link 2026-02-07T23:07Z [----] followers, [----] engagements
"A short story: BMO MD: "Kris did you hedge that client structure" Kris: "Working on it boss. Im best bid on the book otherwise I can layer some risk to JP Morgan." BMO: "Get me out of that now." Kris takes off his tie. This was the last time Kris was seen without a tie. He has dressed impeccably ever since. 💚 https://twitter.com/i/web/status/2020302402059137076 https://twitter.com/i/web/status/2020302402059137076"
X Link 2026-02-08T01:03Z [----] followers, [---] engagements
"@rediamondjr @crypto @Bloomberg @HypeStrat Hyperliquid"
X Link 2026-02-08T01:03Z [----] followers, [---] engagements
"@macrocephalopod @the_chart_life @justinaknope Long JUSTINA / Short IAN. Fill me any size. Initially I thought @zora was supposed to be like that kek @jessepollak. Can we get some support for the best performing and fastest growing strategy on @base instead ser"
X Link 2026-02-08T01:09Z [----] followers, [--] engagements
"@macrocephalopod @the_chart_life @justinaknope @zora @jessepollak @base Details on @base strategy sleeve here @jessepollak https://medium.com/@D2.Finance/hype-base-institutional-grade-defi-bdce160e66b6 https://medium.com/@D2.Finance/hype-base-institutional-grade-defi-bdce160e66b6"
X Link 2026-02-08T01:10Z [----] followers, [--] engagements
"@macrocephalopod @the_chart_life @justinaknope @zora @jessepollak @base And [--] year report in pinned tweet 🫡 https://x.com/d2_finance/status/2011119103436865966s=46 🧵 D2 Finance 2-Year Report: Institutional Derivatives Expertise Meets On-Chain Execution 194% return [---] Sharpe [--] positive months This isn't another yield farm. This is battle-tested TradFi strategies purpose built for DeFi's innovation. A comprehensive Report 🧵 https://t.co/LZowN6yGfV https://x.com/d2_finance/status/2011119103436865966s=46 🧵 D2 Finance 2-Year Report: Institutional Derivatives Expertise Meets On-Chain"
X Link 2026-02-08T01:11Z [----] followers, [--] engagements
"@solidintel_x Solid fills thanks 🙏 🧵 D2 Finance 2-Year Report: Institutional Derivatives Expertise Meets On-Chain Execution 194% return [---] Sharpe [--] positive months This isn't another yield farm. This is battle-tested TradFi strategies purpose built for DeFi's innovation. A comprehensive Report 🧵 https://t.co/LZowN6yGfV 🧵 D2 Finance 2-Year Report: Institutional Derivatives Expertise Meets On-Chain Execution 194% return [---] Sharpe [--] positive months This isn't another yield farm. This is battle-tested TradFi strategies purpose built for DeFi's innovation. A comprehensive Report 🧵"
X Link 2026-02-08T01:16Z [----] followers, [--] engagements
"@ZeMirch No but maybe can tilt a little. https://x.com/d2_finance/status/2019598278518796593s=46 @Techno_Revenant However if it was 80/20 I would think thats likely a better local optimum under most path dependencies Yes. https://x.com/d2_finance/status/2019598278518796593s=46 @Techno_Revenant However if it was 80/20 I would think thats likely a better local optimum under most path dependencies Yes"
X Link 2026-02-08T01:17Z [----] followers, [---] engagements
"@reisnertobias Similar feel but comfier on $HYPE spot on @HyperliquidX for bigger size ser🫡 https://x.com/d2_finance/status/2018811692243931464s=46 d2HYPE cumulative since inception (Aug '25): +21.8% net 🚀 From flattish grind explosive $HYPE move capture. No emissions. No points farming. Just systematic edge on $HYPE volatility. Started slow then hockey stick when it mattered. Proof is on-chain. 📈 Who said DeFi https://t.co/Kpmn3SSaOo https://x.com/d2_finance/status/2018811692243931464s=46 d2HYPE cumulative since inception (Aug '25): +21.8% net 🚀 From flattish grind explosive $HYPE move"
X Link 2026-02-08T01:56Z [----] followers, [---] engagements
"@sdav1986 Actually we have lots of respect for Mulvaney. You need to be built differently to stomach that drawdown and sleep at night. (Spoiler: I could not have that volatility not even close.) Honestly we would have no hair left"
X Link 2026-02-08T02:15Z [----] followers, [---] engagements
"@grok @ResonanceNova @TheWhiteWhaleV2 @HyperliquidX Didnt know the wet pigeon one 🤣 If @cobie had called the podcast Wet Pigeon instead of Up Only I guess Bitcoin would be 200k today"
X Link 2026-02-08T09:34Z [----] followers, [--] engagements
"interviewed for 3AC in Singapore in [----] with Su Zhu while I was working for another hedge fund. Did not pursue that opportunity further based on that 😏impression. Honestly I felt some regret when they became the crypto hedge fund especially on @DeribitOfficial where they had special provisions (so I likely would have cleaned up trading for them). But that story ended the same as FTX. Apparently the moral of the story is to trust your first hunch over anything else. 🤣🤣🤣 https://twitter.com/i/web/status/2020434644026696063 https://twitter.com/i/web/status/2020434644026696063"
X Link 2026-02-08T09:48Z [----] followers, [--] engagements
"@grok @ResonanceNova @TheWhiteWhaleV2 @HyperliquidX @cobie @FTX_Official @SBF_FTX @DeribitOfficial Well launching one of the oldest and best-performing tokenized hedge funds on-chain back in [----] turned out to be a decent bet. You can see the 2-year report here. Feel free to make a summary 🫡 🧵 D2 Finance 2-Year Report: Institutional Derivatives Expertise Meets On-Chain Execution 194% return [---] Sharpe [--] positive months This isn't another yield farm. This is battle-tested TradFi strategies purpose built for DeFi's innovation. A comprehensive Report 🧵 https://t.co/LZowN6yGfV 🧵 D2 Finance"
X Link 2026-02-08T09:53Z [----] followers, [--] engagements
"@VitalikButerin @grok is this bullish or bearish for @ethereum Asking for a friend ( @fundstrat 🤣)"
X Link 2026-02-08T10:15Z [----] followers, [----] engagements
"@fiege_max @KyleSamani @jon_charb 30x is too conservative an estimate for September based on FWDI @ [--]. Thank God we have @HyperliquidX HIP-4 and we will be able to bet on the MAX/KYLE ratio for a lifetime. 💚"
X Link 2026-02-08T12:43Z [----] followers, [----] engagements
"@yenwod_ PM: Were doing well going to take the weekend off. Intern pls double check the system. Intern: No problem boss. Weekend: . Monday: Bankruptcy. Tuesday: d2 finance get the CV of the intern 10B on daily volumes too #1 in @Bybit_Official"
X Link 2026-02-08T21:54Z [----] followers, [---] engagements
"d2HYPE new epoch update 🚨 @ryskfinance prices $HYPE covered calls at [----]. ( 60% Apr) We price them at [----]. (80% Apr) That is 25% more premium for d2HYPE depositors and downside protected ( risk just the premium) long $HYPE exposure for HYPE++. Same strike (38.5) same expiry (Feb 27). The difference Our internal moat and removing the need for an MM middleman. Plus we actively manage the hedge. For example last epoch we layered off d2HYPE put risk on @DeriveXYZ across 20+ on-chain fills. Hyperliquid d2HYPE cumulative since inception (Aug '25): +21.8% net 🚀 From flattish grind explosive"
X Link 2026-02-09T00:49Z [----] followers, [----] engagements
"@Hy_Purr_liquid @ryskfinance @DanDeFiEd @DeriveXYZ You cant as there is no arbitrage as spread is wider in rysk than derive"
X Link 2026-02-09T03:32Z [----] followers, [--] engagements
"Give you an analogy Say @DeriveXYZ and @ryskfinance are both gold shops. If gold trades at 5000: Derive is like a fancy shop with a lot of numbers on the screen. They bid [----] for your gold and sell it to you at [----]. Rysk is a "buy-only" shop at [----] because they need to pay a spread to the middlemen who source the gold bars. Since they have a higher margin they can offer better UX free tea or similar perks. It works if you value that tea at an extra $250 in spread. Note: These numbers are random but they should give you an idea of the magnitude."
X Link 2026-02-09T03:37Z [----] followers, [--] engagements
"@Hy_Purr_liquid @ryskfinance @DanDeFiEd @DeriveXYZ Thus there is no arbitrage condition aside MM fat finger 🤣 which apparently can still happen given this weekend evidence"
X Link 2026-02-09T03:38Z [----] followers, [--] engagements
"Btw Arkham doesnt support HyperEVM yet so we built our own scanner. We analyzed [--] days of ERC-20 flows through the @ryaborfinance collateral contract. BRBRRPATAPIM (ref code THOR) is essentially a one-man "layouting" vol desk. The numbers are looking good: $148M maker notional $27M overwriting (#2 rank) $289M on Hyperliquid perps +ve PnL Absolute respect. 🫡 If THOR ( his ref code in @HyperliquidX ever wants to wrap that strategy into a vaultwere ready to build it. 🤝 https://twitter.com/i/web/status/2020719546748010550 https://twitter.com/i/web/status/2020719546748010550"
X Link 2026-02-09T04:40Z [----] followers, [--] engagements
"@Hy_Purr_liquid @ryskfinance @DanDeFiEd @DeriveXYZ https://debank.com/profile/0x5db201ae15f9702f0a0ff9f00b8c1c18355373d0 https://debank.com/profile/0x5db201ae15f9702f0a0ff9f00b8c1c18355373d0"
X Link 2026-02-09T04:42Z [----] followers, [--] engagements
"@arkham doesn't support HyperEVM yet. So we built a tool that scans ERC-20 flows through @ryskfinance's collateral contract and maps pseudonyms to wallets. Turns out the top Rysk maker is running a smooth operation: $148M maker notional $27M overwriting $289M HL perps volume @0xlayouting if you're reading this that's a proper wallet. If you ever want institutional wrappers around it you know where to find us 🤝 https://twitter.com/i/web/status/2020725903160991810 https://twitter.com/i/web/status/2020725903160991810"
X Link 2026-02-09T05:06Z [----] followers, [---] engagements
"@coinglass_com Great job Agree you stated basically the obvious. Anyone who actually trade will back you. You will be fine. Hyperliquid"
X Link 2026-02-09T10:41Z [----] followers, [---] engagements
"@PiPonHL Thats a very cute pip"
X Link 2026-02-09T21:10Z [----] followers, [--] engagements
"@ImperiumPaper @yieldsearcher Public enemy #1 deserved. $GE was one of the biggest contributor of index rebalance strategy in [----] 💚. So we claim full responsibility for the exclusion ( basket was [---] stocks or so so not really 🤣) and making @yieldsearcher right 😂"
X Link 2026-02-09T21:15Z [----] followers, [--] engagements
"@Marczeller you should consider tying the spread to long-term usage similar to how Goldman Sachs manages prime brokerage relationships. As long as the long-term relationship is backed by on-chain verifiable activity offering a better UX for your strongest clients makes sense. Full disclosure: Weve been allocating to @aave through audited integration since [----]. https://twitter.com/i/web/status/2020983036863750515 https://twitter.com/i/web/status/2020983036863750515"
X Link 2026-02-09T22:07Z [----] followers, [---] engagements
"@crypto_yuvi @dcfgod @Marczeller @Cod3xOrg Thanks Think is more continuous usage. E.g. both depositing / borrowing for an extend amount of time. AKA bring business to @aave in a bit more complex framework than just duration of deposit"
X Link 2026-02-10T04:50Z [----] followers, [--] engagements
"Excellent forensic work by @RuizheJia tracing the $381M liquidation pipeline on Oct [--]. The data confirms what we positioned for: the cascade wasn't random it was a predictable sequence of backstop ADL TWAP unwind. Here's how D2 navigated it and closed October positive. 🧵 HLP made $50M from the Oct [--] crash and $20M again on Jan [--]. Most debate focused on ADL. That's not where the money came from. With @ciamac (@Columbia_Biz @paradigm) @Qiaoqiao2001(@Columbia_Biz) and @xxxin001 (@StanfordMSE) we traced the full pipeline. Here's how it HLP made $50M from the Oct [--] crash and $20M again on Jan"
X Link 2026-02-10T06:15Z [----] followers, [---] engagements
"By early October the post-Fed dealer "charm" flow was exhausted. Gamma was flipping short across major desks on macro risk. ( No Trump did not give us a heads up 😅) We shifted to risk-averse mode: Long protective puts on ETH Net short delta on BTC via @HyperliquidX Low leverage across the book deliberately sized to stay outside any trouble in post DAT mania deleveraging. https://twitter.com/i/web/status/2021105974220898371 https://twitter.com/i/web/status/2021105974220898371"
X Link 2026-02-10T06:16Z [----] followers, [--] engagements
"@RuizheJia's counterparty classification is telling: Backstop-liquidated longs: 2% were MMs ADL'd shorts: 68% algo traders 9% MMs Market makers largely avoided both sides of the pipeline. The major takeaway if you have Institutional risk management as @ethena labs or D2 ADL is a not problem. See also @gdog97_ here: Ethena has no ADL "deals". Never has. ADL risk has been in the risk section of our docs since day one: https://t.co/cnKugjDUYF ADL implementation varies by exchange but generally follow a similar waterfall of applying ADL to accounts with the: i) highest leverage ii) highest Ethena"
X Link 2026-02-10T06:22Z [----] followers, [--] engagements
"D2 closed October +1.0%. Not heroic by design. In a month where most of competitors have to dust CV positioning meant zero forced exits zero ADL exposure and net positive P&L. Our HYPE++ vault (our retail-accessible strategy) is the best performant vault on chain since december [----] pls see @TradingProtocol data 💚 https://twitter.com/i/web/status/2021107908709318665 https://twitter.com/i/web/status/2021107908709318665"
X Link 2026-02-10T06:24Z [----] followers, [--] engagements
"This is what institutional resilience looks like in DeFi: [--] months live 96% win rate 194% cumulative return (on-chain verified) Positive during Aug '24 Feb '25 and Oct '25 cascades [---] Sharpe 0% monthly drawdown Same vol arb framework [--] years running just on-chain now"
X Link 2026-02-10T06:24Z [----] followers, [--] engagements
"@HyperliquidX @RuizheJia @ethena Full breakdown in our 2-year report Strategy framework stress-test performance and the complete audited track record. 👇 https://x.com/D2_Finance/status/2011119103436865966 🧵 D2 Finance 2-Year Report: Institutional Derivatives Expertise Meets On-Chain Execution 194% return [---] Sharpe [--] positive months This isn't another yield farm. This is battle-tested TradFi strategies purpose built for DeFi's innovation. A comprehensive Report 🧵 https://t.co/LZowN6yGfV https://x.com/D2_Finance/status/2011119103436865966 🧵 D2 Finance 2-Year Report: Institutional"
X Link 2026-02-10T06:25Z [----] followers, [--] engagements
"@MacroMate8 @usdat21 Do you understand that TradFi credit is not risk-free After years of a bull market and company business plans being completely disrupted by AI there is going to be a lot of bad debt coming our way"
X Link 2026-02-10T09:19Z [----] followers, [---] engagements
"Yeah a 1% management fee with incentives on top is just friction. You just attract short-term mercenary capital that will rotate out when the incentives stop. There is no added real value. Historically PayPal gave some money to @berachain $honey and that did not end well. TBH I'm confused about the strategy guess the market agrees. But in terms of magnitude $ is @ethena winner here of PayPal charity. https://twitter.com/i/web/status/2021170663730622717 https://twitter.com/i/web/status/2021170663730622717"
X Link 2026-02-10T10:33Z [----] followers, [--] engagements
"Excellent forensic work by @RuizheJia tracing the $381M liquidation pipeline on Oct [--]. The data confirms what we positioned for: the cascade wasn't random it was a predictable sequence of backstop ADL TWAP unwind. Here's how D2 navigated it and closed October positive. 🧵 HLP made $50M from the Oct [--] crash and $20M again on Jan [--]. Most debate focused on ADL. That's not where the money came from. With @ciamac (@Columbia_Biz @paradigm) @Qiaoqiao2001(@Columbia_Biz) and @xxxin001 (@StanfordMSE) we traced the full pipeline. Here's how it HLP made $50M from the Oct [--] crash and $20M again on Jan"
X Link 2026-02-10T16:02Z [----] followers, [---] engagements
"By early October the post-Fed dealer "charm" flow was exhausted. Gamma was flipping short across major desks. We shifted to risk-averse mode: Long protective puts on ETH Net short delta on BTC via @HyperliquidX Low leverage across the book deliberately sized to stay outside any ADL queue https://twitter.com/i/web/status/2021253471387910608 https://twitter.com/i/web/status/2021253471387910608"
X Link 2026-02-10T16:02Z [----] followers, [--] engagements
"Why ADL Queue Position Matters @RuizheJia's data below is the key chart: - ADL targets are ranked by leverage PnL. - High-leverage profitable shorts get force-closed first. - Early ADL batches saw markouts as bad as -73%. - Later batches Closer to -1%. 💡 Queue position is binary risk. We designed around it. https://twitter.com/i/web/status/2021253488265802213 https://twitter.com/i/web/status/2021253488265802213"
X Link 2026-02-10T16:02Z [----] followers, [--] engagements
"Common narrative: "ADL taxed the shorts." 👉 The data says the opposite. - ADL'd traders received $260M in favorable exits vs. 6h settlement prices. - Value transferred TO shorts not from them. The real value transfer was backstop vault. HLP bought positions at the lows and profited $50M on the recovery. 👇 The Sankey diagram tells the real story Now we can read the Sankey precisely. Start on the left: liquidated traders lost $381M total (6h markout). Where did that value flow - $31M to counterparties on the book (they caught the knife) - $330M to the vault via backstop - $20M via peer-ADL"
X Link 2026-02-10T16:02Z [----] followers, [--] engagements
"Execution Discipline We saw opportunities during the slide but passed on several. - API latency spiked. - TWAP unwinds cost the HLP vault $20M in execution slippage. - Aggressive entries during the cascade carried hidden costs that don't show up in PnL until hours later. We prioritized capital preservation and harvested in the volatile days that followed. https://twitter.com/i/web/status/2021253513633006020 https://twitter.com/i/web/status/2021253513633006020"
X Link 2026-02-10T16:02Z [----] followers, [--] engagements
"@RuizheJia's counterparty classification is telling: - Backstop-liquidated longs: 2% were MMs - ADL'd shorts: 68% algo traders 9% MMs - Market makers largely avoided both sides of the pipeline. Institutional risk management kept them clear same principles we apply at D2"
X Link 2026-02-10T16:02Z [----] followers, [--] engagements
"D2's HYPE++ closed October +1.0%. Not heroic by design. In a month where $381M was liquidated and the ADL queue processed [--] batches our positioning meant zero forced exits zero ADL exposure and net positive P&L. The HYPE++ vault (our retail-accessible strategy) has now returned 43% net on USDC with no drawdown months. https://twitter.com/i/web/status/2021253538421391470 https://twitter.com/i/web/status/2021253538421391470"
X Link 2026-02-10T16:02Z [----] followers, [--] engagements
"This is what institutional resilience looks like in DeFi: [--] months live 96% win rate 194% cumulative net return (on-chain verified) Positive during Aug '24 deleveraging Feb '25 correction and Oct '25 ADL cascade [---] Sharpe 0% monthly drawdown Same vol arb framework we have been running 10+ years in TradFi just on-chain now. https://twitter.com/i/web/status/2021253550270230677 https://twitter.com/i/web/status/2021253550270230677"
X Link 2026-02-10T16:02Z [----] followers, [---] engagements
"Full breakdown in our 2-year report Strategy framework stress-test performance and the complete audited track record. 🧵 D2 Finance 2-Year Report: Institutional Derivatives Expertise Meets On-Chain Execution 194% return [---] Sharpe [--] positive months This isn't another yield farm. This is battle-tested TradFi strategies purpose built for DeFi's innovation. A comprehensive Report 🧵 https://t.co/LZowN6yGfV 🧵 D2 Finance 2-Year Report: Institutional Derivatives Expertise Meets On-Chain Execution 194% return [---] Sharpe [--] positive months This isn't another yield farm. This is battle-tested TradFi"
X Link 2026-02-10T16:02Z [----] followers, [---] engagements
"Right I knew about Gnosis DAO but that was a one-off with rewards. But take @dcfgod for example;he did a lot of business for @aave so he should naturally get a better margin tier. I don't mean DCF specifically but the walletor group of walletsthat provides that much business to Aave. Algorithmically without need interface whit a DAO. https://twitter.com/i/web/status/2021327541672489339 https://twitter.com/i/web/status/2021327541672489339"
X Link 2026-02-10T20:56Z [----] followers, [--] engagements
"@omgcorn @FourVork @katana @yearnfi It might take TVL away from other @yearnfi vaults where youre actually doing a good job optimizing yield. Thats where users stay long-termand they don't end up shouting DeFi is a scam after seeing the likely KAT post TGE PA"
X Link 2026-02-10T21:05Z [----] followers, [--] engagements
"Dont know the latest figures but weve moved between 300M and 500M on Aave with basically constant allocation since [----]. Whats the definition of an aligned user if we don't qualify People who write on forums 🤣 We dont want sGHO either. We just want a tighter spread between lending and borrowing rates to enable more strategies (and more business for @aave). It should work like a PB relationship: if you pay millions in fees a year you get tighter spreads. https://twitter.com/i/web/status/2021331174304645147 https://twitter.com/i/web/status/2021331174304645147"
X Link 2026-02-10T21:11Z [----] followers, [--] engagements
"We trade at a much higher frequency though. Basically since we lend when rates are high and borrow when they're cheap we actually have a counter-cyclical effect on the spread. But yeah tbh its not make-or-break. Earning lending yield on unused margin is nice (vs paying funding at a HF kek) but it doesn't really matter in the scheme of our overall returns. We definitely tried @Morpho and @eulerfinance but the difference there is we got counter-traded by risk curators moving the spread against us overnight. (Fair enough we don't expect that model to be friendly). Youre definitely right though"
X Link 2026-02-10T21:22Z [----] followers, [--] engagements
"Centralized actors lose the ability to seize freeze or gamble with your assets. Amen to that. Funny enough JPow would probably agree. Congrats to the hard-working teams at @PrimordialAA and @LayerZero_Core. Time to really SCALE. 💚 Zero-liquid https://t.co/vVPUwJ2BSl https://t.co/vVPUwJ2BSl"
X Link 2026-02-11T01:47Z [----] followers, [---] engagements
"@dinosaurteef @PrimordialAA @LayerZero_Core Its pretty cool model as is not really compete with other monolithic chains. If someone would trust to get ZK tech right that is Bryan"
X Link 2026-02-11T03:18Z [----] followers, [--] engagements
"@jacqmelinek We run one of teh first vault hedge funds on chain since Dec [----]. And you can check performance in @DefiLlama https://x.com/d2_finance/status/2011119103436865966s=46 🧵 D2 Finance 2-Year Report: Institutional Derivatives Expertise Meets On-Chain Execution 194% return [---] Sharpe [--] positive months This isn't another yield farm. This is battle-tested TradFi strategies purpose built for DeFi's innovation. A comprehensive Report 🧵 https://t.co/LZowN6yGfV https://x.com/d2_finance/status/2011119103436865966s=46 🧵 D2 Finance 2-Year Report: Institutional Derivatives Expertise Meets"
X Link 2026-02-11T10:46Z [----] followers, [--] engagements
"Macro tourists never fail to fail. 🙏 Just use @aave Just use @HyperliquidX Just use @DeriveXYZ We sleep well at night with our DeFi main counterparties. BLOCKFILLS HALTS WITHDRAWALS AMID CRYPTO TURMOIL Susquehanna-backed crypto lender BlockFills has suspended client deposits and withdrawals citing recent market volatility. The Chicago-based firm which serves [----] institutional clients and handled $60 bn in [----] trading https://t.co/kK2BLQkE3t BLOCKFILLS HALTS WITHDRAWALS AMID CRYPTO TURMOIL Susquehanna-backed crypto lender BlockFills has suspended client deposits and withdrawals citing"
X Link 2026-02-11T21:19Z [----] followers, [----] engagements
"@MikeIppolito_ Macro tourist never fail to fail. https://x.com/d2_finance/status/2021695553982411030s=46 Macro tourists never fail to fail. 🙏 Just use @aave Just use @HyperliquidX Just use @DeriveXYZ We sleep well at night with our DeFi main counterparties. https://t.co/tjmLeGKzBa https://x.com/d2_finance/status/2021695553982411030s=46 Macro tourists never fail to fail. 🙏 Just use @aave Just use @HyperliquidX Just use @DeriveXYZ We sleep well at night with our DeFi main counterparties. https://t.co/tjmLeGKzBa"
X Link 2026-02-11T22:11Z [----] followers, [--] engagements
"@dcfgod There is ultra tiny liquidity MM can put price where they want"
X Link 2026-02-11T22:53Z [----] followers, [---] engagements
"@StaniKulechov @Marczeller can pls make this bed cover. We can well BID. Just use @aave"
X Link 2026-02-12T00:16Z [----] followers, [---] engagements
"@StaniKulechov @Marczeller @aave Full [--] years report with details of counterparties here 🧵 D2 Finance 2-Year Report: Institutional Derivatives Expertise Meets On-Chain Execution 194% return [---] Sharpe [--] positive months This isn't another yield farm. This is battle-tested TradFi strategies purpose built for DeFi's innovation. A comprehensive Report 🧵 https://t.co/LZowN6yGfV 🧵 D2 Finance 2-Year Report: Institutional Derivatives Expertise Meets On-Chain Execution 194% return [---] Sharpe [--] positive months This isn't another yield farm. This is battle-tested TradFi strategies purpose built for"
X Link 2026-02-12T00:31Z [----] followers, [---] engagements
"@mlmabc @wintermute_t @cz_binance The @SmokeyTheBera Korea trip has been fruitful 🤣 He had to drink liters of soju to do BD (and lost six months of gym gains and has the legs of @chamath now) but we got an exit on some residual bera exposure 💚 So worth it 💚"
X Link 2026-02-12T00:37Z [----] followers, [---] engagements
"@taran How @Neutrl deal with some move ( assuming $BERA was on their basket)"
X Link 2026-02-12T00:42Z [----] followers, [---] engagements
"Not apple to apple comparison. But last epoch of HYPE++ was 37% Apr. ( bit higher on @HyperliquidX and @base sleeves) historical is 41%. So is NOT the best option for stablecoin farming in all of DeFi. Based on chain data. @TradingProtocol do a good job to scan the USDC based strategy for you. https://twitter.com/i/web/status/2021751341740327201 https://twitter.com/i/web/status/2021751341740327201"
X Link 2026-02-12T01:00Z [----] followers, [--] engagements
"@lordjorx @Raacfi @ConvexFinance @StakeDAOHQ @HyperliquidX @base @TradingProtocol https://d2.finance/strategies/0x75288264FDFEA8ce68e6D852696aB1cE2f3E5004 https://d2.finance/strategies/0x75288264FDFEA8ce68e6D852696aB1cE2f3E5004"
X Link 2026-02-12T01:01Z [----] followers, [--] engagements
"@Ray_L1D I am not sure if directional liquid which are mostly cowboys. But math looking good here. https://x.com/d2_finance/status/2011119103436865966s=46 🧵 D2 Finance 2-Year Report: Institutional Derivatives Expertise Meets On-Chain Execution 194% return [---] Sharpe [--] positive months This isn't another yield farm. This is battle-tested TradFi strategies purpose built for DeFi's innovation. A comprehensive Report 🧵 https://t.co/LZowN6yGfV https://x.com/d2_finance/status/2011119103436865966s=46 🧵 D2 Finance 2-Year Report: Institutional Derivatives Expertise Meets On-Chain Execution 194%"
X Link 2026-02-12T14:27Z [----] followers, [---] engagements
"🧵 D2 Finance 2-Year Report: Institutional Derivatives Expertise Meets On-Chain Execution 194% return [---] Sharpe [--] positive months This isn't another yield farm. This is battle-tested TradFi strategies purpose built for DeFi's innovation. A comprehensive Report 🧵"
X Link 2026-01-13T16:52Z [----] followers, 24K engagements
"It remains entirely opaque to any reasonable stakeholders what the Ethereum Foundation (EF) contributes to the ecosystem beyond internal self-congratulation. E.g. Despite D2 Finance operating the top-performing vaults across Arbitrum and the Ethereum Virtual Machine (EVM) landscape there is a total absence of ANY support. While the EF remains permissive toward bad actors and low-utility speculative assets legitimate value-creators are sidelined. We are fine @HyperliquidX is the logical conclusion for us. But the lack of measurable output the current leadership is not only replaceable but"
X Link 2026-02-15T10:05Z [----] followers, [--] engagements
"@Techno_Revenant There would not have been 650M without token flywheel. Maybe 10% of that"
X Link 2026-02-06T02:22Z [----] followers, [---] engagements
"The problem isnt the $350M size. The problem is the weekend timing. Books are thin (Asia session dead since Oct) and its unclear how many MMs have lost trust in @cz_binance. (Of course many MMs pay KOLs to amplify the dissent on CT we actually agree with CZ on that kek). But the reality is MMs seem to be keeping strictly minimal balances on-exchange now. @ArkhamIntel would be nice to aggregate MM balances easily 🙏 If you're trading size the only reasonable play is $IBIT hours on @HyperliquidX. Hyperliquid The problem isnt that he sent $350M Its the potential 3.5b he still has left"
X Link 2026-02-07T10:10Z [----] followers, 12.7K engagements
"Well any market maker withdraws liquidity during volatility in any market. The market is supposed to be adversarial. Even I understand the point that @TheWhiteWhaleV2 is making to his community; I dont see anything out of the ordinary. Weekend spoofing and market makers widening the spread during volatility are as old as crypto. Actually Id be curious to know about the shenanigans back then. Can you check if @cobie @CryptoHayes and others of the old guard shared some good stories you can summarize Say [--------] range"
X Link 2026-02-08T09:28Z [----] followers, [--] engagements
"Weekend DDoS post-mortem: 342M requests thrown at d2 finance this weekend. Cost to fix $240 on our @ether_fi card. DeFi infrastructure paying for DeFi protection. Full circle. Honestly being targeted is flattering. Were a platform for sophisticated users not a mass-market farming app. D2 users outperform because they don't just "deposit and pray": they understand vol arb dynamic hedging and relative value (or at least have listened to Luca talk about it for years 😅). The strategy is 1-click but the edge comes from the conviction to build it since [----]. Our day-one users who deposited in the"
X Link 2026-02-09T10:09Z [----] followers, [---] engagements
"The way you know its fake is that @CliffordAsness wrote 'Size Matters If You Control Your Junk' but on @solana there is absolutely no controlling the junk. 🤣 That said I bet at least one co-author is trying to 'neutralize the factor' by frantically shorting @Pumpfun on @HyperliquidX . Hyperliquid The way you know this is fake (i.e. @CliffordAsness got hacked) is that the token is on Solana. https://t.co/qSKHCtbk74 The way you know this is fake (i.e. @CliffordAsness got hacked) is that the token is on Solana. https://t.co/qSKHCtbk74"
X Link 2026-02-11T03:32Z [----] followers, [---] engagements
"@ImperiumPaper The first to blow up will have some backslash but the other later. Would love to have a CDS strategy offering or whatever name DeFi marketers come up with instead of CDS. https://x.com/d2_finance/status/2021152072003944693s=46 @MacroMate8 @usdat21 Do you understand that TradFi credit is not risk-free After years of a bull market and company business plans being completely disrupted by AI there is going to be a lot of bad debt coming our way. https://x.com/d2_finance/status/2021152072003944693s=46 @MacroMate8 @usdat21 Do you understand that TradFi credit is not risk-free After"
X Link 2026-02-12T02:38Z [----] followers, [---] engagements
"@dcfgod Were all looking forward to @MikeSilagadze booking a Korea trip with the @etherfi card"
X Link 2026-02-12T06:49Z [----] followers, [--] engagements
"Our view is that our previous employer PAG (Asias largest private credit asset manager) has a massive edge compared to what weve seen on-chain. We would leave private credit to the professionals and lawyers. Almost by definition there is no good credit available that hasn't already been scooped up. If an asset is truly good you keep it on your books as the model aims to compound value over time rather than lock in immediate capital gains. https://twitter.com/i/web/status/2022127418929209791 https://twitter.com/i/web/status/2022127418929209791"
X Link 2026-02-13T01:55Z [----] followers, [--] engagements
"@arthur0x Why I need VC if my project fit that criteria. Better bootstrapping"
X Link 2026-02-13T11:30Z [----] followers, [---] engagements
"@koeppelmann @tkstanczak Based on which performance metric"
X Link 2026-02-13T22:52Z [----] followers, [---] engagements
"Priced in: VCs demanding equity in bootstrapped cash cows that recoup capital in 6-12mo + 3-5x from ops alone. @arthur0x Unpriced: Synthetic shorts on VC firms as businesses not just fading their porto tokens (@dragonfly_xyz @PanteraCapital @polychain) Whos got the LP deets Lets launch @Polymarket contracts on shutdown dates or straight CDS like. Terms flexible. 🫡 Long leg of the trade is already locked in: $HYPE Hyperliquid https://twitter.com/i/web/status/2022453486596821019 https://twitter.com/i/web/status/2022453486596821019"
X Link 2026-02-13T23:31Z [----] followers, [----] engagements
"@hantengri Who can help build this sers E.g. @hosseeb becoming the next @KyleSamani or a similar proxy. It's too late to effectively short their portCo tokens directly. But @Polymarket might be the best way to synthetically bet against the used car salesmen of this space. Priced in: VCs demanding equity in bootstrapped cash cows that recoup capital in 6-12mo + 3-5x from ops alone. @arthur0x Unpriced: Synthetic shorts on VC firms as businesses not just fading their porto tokens (@dragonfly_xyz @PanteraCapital @polychain) Whos got the LP https://t.co/hqmiHWMDoF Priced in: VCs demanding equity"
X Link 2026-02-13T23:57Z [----] followers, [--] engagements
"@just1human1 @arthur0x @dragonfly_xyz @PanteraCapital @polychain Indeed. Total non-sense. But there is no way to short that delusion. Would be cool have a @Polymarket with clear shit down date for delusional VCs. As tokens are already priced in at this level so difficult to find good shorts"
X Link 2026-02-14T01:28Z [----] followers, [--] engagements
"@0xGeeGee Lmao was the worst rated by Claude https://x.com/d2_finance/status/2016437807334428701s=46 Just crunched the Gnosis DAO treasury proposals via multiple AIs as @ImperiumPaper is not on the payroll 😅 (see table 👇). Every other provider: $1M+ guaranteed just to show up. 📉 D2 Finance: $0 base. We eat only if @gnosis_ DAO feasts. Not a fee. Pure conviction. https://t.co/V2324Cu8a1 https://x.com/d2_finance/status/2016437807334428701s=46 Just crunched the Gnosis DAO treasury proposals via multiple AIs as @ImperiumPaper is not on the payroll 😅 (see table 👇). Every other provider: $1M+"
X Link 2026-02-14T01:33Z [----] followers, [--] engagements
"@izebel_eth trading is finding the difference between the true value of something and the perception (mkt price) WITHOUT being bias ( you interviewed the founder and you still have a decent bag ser KEK)"
X Link 2026-02-15T09:26Z [----] followers, [--] engagements
"@stablealt @izebel_eth Trading is fading who wear a fedora. 🤣🤣🤣"
X Link 2026-02-15T09:27Z [----] followers, [--] engagements
"Lmao we actually did out high school dissertation on the Medici. Thinking about how they spent [---] years building an empire only to lose it all on a bad loan to England is pretty hilarious. But hey we made a decent buck shorting Barclays in 2010/11 so they definitely taught us something 💚 https://twitter.com/i/web/status/2022967753314041948 https://twitter.com/i/web/status/2022967753314041948"
X Link 2026-02-15T09:34Z [----] followers, [---] engagements
"Taking a trip down memory lane to my research on the Medici. The context was the Bancopoli scandal of the time. Fast forward to Bancopoli: the Bank of Italy's Governor Antonio Fazio gave BPI an unfair advantage against the Dutch ABN AMRO to keep "Italian banking for Italians." It was the same protectionist trap favoring "insiders" over market. ( but maybe he was right ) Also cant lie: the fact that Anna Falchi was at the center of the scandal (married to Stefano Ricucci at the time) definitely helped with the topic selection. Kek. 🍿 https://twitter.com/i/web/status/2023034459466141702"
X Link 2026-02-15T13:59Z [----] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing