@kidponga kidponga

kidponga posts on X about hyperliquid, token, crypto, $hype the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Mentions: [--] #

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CreatorRank: [-------] #

Social Influence

Social category influence cryptocurrencies finance exchanges #4693 stocks technology brands countries currencies travel destinations social networks automotive brands

Social topic influence hyperliquid, token, crypto #6436, $hype, onchain, hype, if you, bullish #1532, liquidity, binance

Top accounts mentioned or mentioned by @helium @marketsxyz @tradexyz @amirhaleem @renzoprotocol @heliummobile @hyperliquidx @felixprotocol @tmobile @thetrimdj @0xzerebro @iosgvc @cryptomckenna @blknoiz06 @eigencloud @cburniske @maplefinance @lighterxyz @akshaybd @aevoxyz

Top assets mentioned Hyperliquid (HYPE) Helium (HNT) Solana (SOL) Ethereum (ETH) Coinbase Global Inc. (COIN) Bitcoin (BTC) APED (APED) Ribbon Finance (RBN) Hivemapper (HONEY) USDC (USDC) PumpBTC (Governance token) (PUMP) Render (RENDER) Across Protocol (ACX) Bittensor (TAO) zerebro (ZEREBRO) ai16z (AI16Z) Akash Network (AKT) Mario Coin (COIN) Aevo (AEVO) Robinhood Markets, Inc. (HOOD) Frax Share (FXS) Raydium (RAY) Celestia (TIA)

Top Social Posts

Top posts by engagements in the last [--] hours

"@akshaybd @thetanmay Top signal"
X Link 2022-01-21T16:43Z [----] followers, [--] engagements

"Are you ready for the PRISM farming event anon Great way to earn some high yields in the #terraluna Ecosystem simply by holding #luna (and staking yLUNA) (@prism_protocol is up 68% in the last [--] days) Terra Alt season incoming"
X Link 2022-03-07T11:27Z [----] followers, [--] engagements

"@tokenterminal THORChain"
X Link 2022-03-11T12:07Z [----] followers, [--] engagements

".@Filecoin in India"
X Link 2022-12-01T13:58Z [----] followers, [--] engagements

"We're now on Medium and Substack (soon): expect a lot of research the latest narratives thoughts on the market memes and some hopium. @M31Capital Our thoughts on the recent regulatory attack on crypto recently and crypto's indifference towards it https://medium.com/@M31Capital/goofy-gary-gensler-75e3e23b9f3a https://medium.com/@M31Capital/goofy-gary-gensler-75e3e23b9f3a"
X Link 2023-03-09T15:53Z [----] followers, [---] engagements

"Is $LQTY giving out free internet coins to shillers 1/ Community Rewards - February 🎉 $LQTY go to: @TheDeFinvestor @DeFi_Cheetah @zerototom @DefiIgnas @NorthRockLP @korpi87 @CryptoK63140864 @DU09BTC @kyoronut @crypto___baby @CryptosWith @darkforest_lian @DeFiCh4d and @Syncubate Pls RT so CT can see their work 🙏 https://t.co/1YwFJjI7D5 1/ Community Rewards - February 🎉 $LQTY go to: @TheDeFinvestor @DeFi_Cheetah @zerototom @DefiIgnas @NorthRockLP @korpi87 @CryptoK63140864 @DU09BTC @kyoronut @crypto___baby @CryptosWith @darkforest_lian @DeFiCh4d and @Syncubate Pls RT so CT can see their work"
X Link 2023-03-15T19:00Z [----] followers, [---] engagements

"World class reporting from Coindesk. fwiw article was about $10m raise by CryptoGPT at $250m val. Same company launched a token called GPT with $12m MCap What am I missing"
X Link 2023-04-10T13:28Z [----] followers, [---] engagements

"The UK and the mighty EU countries combined have like 4bn barrels of oil reserves. That is nothing. India has 4.5bn (Not much but way better than the UK + energy is cheap + we buying more) The U.S has 47bn. Saudi has 258bn. UK and EU got cucked once again"
X Link 2023-05-08T16:51Z [----] followers, [---] engagements

"Is the stablecoin swap market a two horse race for much longer Would love to see Curve fight back to 50% but it looks tough. @CurveFinance has been losing significant mkt share to @Uniswap - clearly v3 is more efficient (for a trader) crvUSD aside what is the next step"
X Link 2023-05-23T05:35Z [---] followers, [--] engagements

"remember that $CRV commands a premium for the governance power it provides stakers (on top of the fact that it is a cashflow generating asset)"
X Link 2023-05-23T05:39Z [---] followers, [--] engagements

"Its time to start paying attention to $FXS again. - frxETH absolutely killing it with high yields and ever growing DeFi composability - FRAX will hit 100% CR - the biggest risk associated with FRAX is now gone. - fraxchain launch will ride the EIP-4844 and L2 narrative that"
X Link 2023-06-21T10:58Z [---] followers, [---] engagements

"@SuperteamDE @solana @SuperteamDAO @oyacaro @Carlos_0x @BasedOrion_ I'm here for two weeks. will dm"
X Link 2023-06-21T18:01Z [---] followers, [--] engagements

"@DaftaryNeel L2s more like dApps than L1s no Most alt L1s launched with mega marketing and ecosystem funds (NEAR AVAX) had a token from the getgo and fulfilled the rotation trade. L2s launching more lazily no huge incentive funds maybe a promise of a token down the road and half"
X Link 2023-06-26T09:26Z [---] followers, [---] engagements

"@0xKawz @TeamUnibot Ser doesnt most revenue come from trading the token itself Imagine if ENS or MATIC added that in - 1000000x revenues"
X Link 2023-07-15T04:34Z [---] followers, [---] engagements

"While the frxETH earnings outperformance numbers look really good; it is important to note that a chunk of it comes from the choice frxETH holders make to stake or LP their frxETH. If you assume a market where DeFi tokens (CRV CVX FXS) are ripping expect yields on sfrxETH to go vertical. Really intriguing set up for a bull market. We could have a situation where sfrxETH yields are 2x stETH yields (haven't done the math on this yet but 2x sounds nice) $FXS"
X Link 2023-07-17T11:15Z [----] followers, [---] engagements

"serious juice @fraxfinance $FXS"
X Link 2023-07-27T11:33Z [----] followers, [---] engagements

"aped $FOLD $23m ish FDV for a liquid staking protocol with MEV expertise + a based founder is cheap af imo - have acquired [-----] ETH for new liquid staking protocol - will run isolated lending market with @CreamdotFinance - can provide highly competitive yields on ETH if - control the whole MEV stack (validators builders searchers) - if you look close at @newmichwill CRV OTC deals you may see a pattern that plays into mevETH"
X Link 2023-08-03T13:00Z [----] followers, [----] engagements

"@yusufbuilds @yangit69 Its called BlackRocks ETF"
X Link 2023-09-07T07:12Z [---] followers, [--] engagements

"$AKT eventually flips $RNDR imo - but both are huge beneficiaries of this coming cycle make no mistake"
X Link 2023-09-11T19:34Z [---] followers, [---] engagements

"1/n I enjoy liquid markets as they represent venture style investing with the optionality to get creative while evaluating projects. Invest in tokens on the liquid market both on a thesis as well as on fundamentals Here's how I'll use DeFi Derivatives as an example"
X Link 2023-09-17T12:55Z [----] followers, [----] engagements

"2/n Craft a Thesis Leverage in financial markets will always have demand whether equity based assets commodities or token based assets. DEX to CEX derivatives ratios are only at 2%. At 20% this represents an enormous amount of value being brought on chain"
X Link 2023-09-17T12:55Z [---] followers, [--] engagements

"3/n A strong investment lies with investing in protocols that in addition to having favourable relative fundamentals will be able to strongly prove: a) Scalability b) Strong/Competitive Mechanism Design c) Strong Value Accrual to Token or Network d) Strong Growth Catalysts"
X Link 2023-09-17T12:55Z [---] followers, [--] engagements

"3/n Relative Data Matters This snapshot gives us a pretty decent idea of how current derivatives (perp) DEXs within the DeFi space compare to each other at a fundamental level"
X Link 2023-09-17T12:55Z [---] followers, [--] engagements

"4/n Scale Matters @dYdX is the clear market leader even if many claim volumes are only incentivized. There is no fading over $1.1T in total traded volume $450M+ in revenue earned. v4 upgrade incoming adding increased token value accrual. (more below)"
X Link 2023-09-17T12:55Z [---] followers, [--] engagements

"5/n Users Matter @GMX_IO established itself as one of the most popular onchain margin trading protocols within crypto and looking at overall user retention of the protocol one could make the case that it is also the most trusted onchain offering available to the market"
X Link 2023-09-17T12:55Z [---] followers, [--] engagements

"7/n DeFi derivatives protocols check a lot of boxes: - TAM is relatively still small lots of pressure on CEXs - Strong cash-flow generating business models - Tokens Accrue Value - Tokens down between 50%-70% from ATHs"
X Link 2023-09-17T12:55Z [---] followers, [--] engagements

"Remember accommodating demand is a great problem to have: it implies demand exists in the first place. With DePIN the incentives help you accelerate the supply side much faster than with traditional networks. Networks don't need to worry about losing future users due to lack of supply: well designed cryptoeconomic incentives will make sure it accelerates fast enough to meet with the demand that has been built out. Focus on the demand side this has been @ranjan3118 @Susmit_Lavania vision from the start"
X Link 2023-09-18T06:51Z [---] followers, [----] engagements

"The RWA Thesis is alive and well RWA TVL has crossed $3B and ironically USTs are bringing back yields (onchain). There's over $650M of tokenized USTs yielding over 5% $MPL $CFG $MKR $FXS Real World Assets are one of the micro-narratives doing the cirlces. With this belief that [----] will see a lot of asset tokenization: betting on protocols that bring RWA on-chain could be a strong play. https://t.co/zYYnJkk3Qg Real World Assets are one of the micro-narratives doing the cirlces. With this belief that [----] will see a lot of asset tokenization: betting on protocols that bring RWA on-chain could"
X Link 2023-09-19T06:44Z [----] followers, [----] engagements

"$LPT FDV seems nicely correlated to network fees Livepeer revenues. Where are fees coming from More usage. Where is usage coming from application layer projects. @livepeerstudio making integrations ez"
X Link 2023-09-22T10:08Z [----] followers, [---] engagements

"Generational wealth has been achieved internally"
X Link 2023-09-29T05:27Z [----] followers, [----] engagements

"@Bojo0x but growing Frax Supply isnt fully reflexive to $FXS anymore"
X Link 2023-10-12T11:50Z [---] followers, [--] engagements

"Okay so what I take from this is that lazy users will pay the fee and everyone else will use aggregators. Not the worst thing for $UNI token holders while it may seem like that at first glance but if DEX aggregators now see higher market shares implementing a protocol fee sees more value accrue to the token (irrespective of using aggregators) when (and if) the fee switch is turned on. Will be interesting to see how this plays out"
X Link 2023-10-16T19:20Z [---] followers, [---] engagements

"some of you guys will truly never know how surreal it is to hear Larry Fink say stuff like this and it will show"
X Link 2023-10-16T19:55Z [---] followers, [---] engagements

"@DeFi_Made_Here @GMX_IO @HMXorg @GainsNetwork_io @muxprotocol @ApolloX_Finance @vertex_protocol @Kwenta_io Zero slippage trades on size"
X Link 2023-10-23T15:13Z [---] followers, [---] engagements

"Tbh this is how all companies are valued. Valuation science is just more accepted with traditional companies vs newer markets. Unfortunately we live in a society where ROI is the carrot for the VCs or whoever has capital to fund those that dont to make change. No sight of future return no change. Deal with it lol"
X Link 2023-10-25T06:00Z [---] followers, [---] engagements

"@fraxfinance Why not use an ENS domain instead"
X Link 2023-11-01T09:35Z [---] followers, [---] engagements

"@amirhaleem @helium_mobile @TMobile @helium how long can this be subsidised for 2+ years"
X Link 2023-11-12T18:04Z [---] followers, [---] engagements

"@rawrmaan Isnt there a net emissions section that will mint more HNT upto a certain cap (1% of epochal supply) to keep miners incentivised. stop shilling half baked information"
X Link 2023-11-12T20:10Z [---] followers, [---] engagements

"@thetrimdj @amirhaleem @helium_mobile @TMobile @helium yeah uh current mining economics are atrocious. Would need a decades worth of runway"
X Link 2023-11-12T21:22Z [---] followers, [--] engagements

"@thetrimdj @amirhaleem @helium_mobile @TMobile @helium Not only that paying $100M a year to T-Mobile cant be the only expense. Theyre reliant on T-Mobile rn. Not the other way around"
X Link 2023-11-12T21:23Z [---] followers, [--] engagements

"@amirhaleem @thetrimdj @helium_mobile @TMobile @helium Give me the right number then"
X Link 2023-11-12T21:40Z [---] followers, [--] engagements

"@amirhaleem @thetrimdj @helium_mobile @TMobile @helium Im not here to shit on your project Im here to evaluate where it stands"
X Link 2023-11-12T21:41Z [---] followers, [--] engagements

"@amirhaleem @thetrimdj @helium_mobile @TMobile @helium Alright whats the real number"
X Link 2023-11-12T21:42Z [---] followers, [--] engagements

"@amirhaleem @helium_mobile @TMobile @helium Seems to be the only way to get your attention"
X Link 2023-11-12T21:43Z [---] followers, [--] engagements

"@amirhaleem @thetrimdj @helium_mobile @TMobile @helium Erm I meant $10M a year. Not $100M"
X Link 2023-11-12T21:46Z [---] followers, [--] engagements

"@thetrimdj @amirhaleem @helium_mobile @TMobile @helium one typo and Im prone to making numbers up is it Why wouldnt they reveal this data Whats there to hide"
X Link 2023-11-12T21:48Z [---] followers, [--] engagements

"@thetrimdj @amirhaleem @helium_mobile @TMobile @helium How do you know they pay per GB Can you point me to some info that says so I wanna stop making stuff up so I need to see real facts to help me do that. Call me rando all you want thats crypto. If youre so hurt by public discourse then what can I say ser"
X Link 2023-11-12T21:53Z [---] followers, [--] engagements

"@thetrimdj @amirhaleem @helium_mobile @TMobile @helium What a fkn biased larp"
X Link 2023-11-12T21:55Z [---] followers, [--] engagements

"Ok Ill humor you. T-Mobiles basic plan is $50/mo - [----] active hotspots lets say we 3x that number (miner payback is like [--] months lol so where the 3x is going to come from idk) - 10k hotspots. Lets say Helium gets 10k users. T-Mobile offering their services say 20GB a month per user is what the avg usage looks like. 10% facilitated via Helium the rest via T-Mobile. [--] x [-----] x [--] = 2.1M GB of data. How much are they paying Tmbile per GB Lets say $2 its still $5M in costs a year. At 10k users"
X Link 2023-11-12T22:02Z [---] followers, [--] engagements

"If you're not farming the decentralized AI Oracle yet what are you doing anon @WyndNetwork @getgrass_io"
X Link 2023-11-26T06:57Z [---] followers, [---] engagements

"Been pretty bullish on Across Protocol for a while. Nice to see the market react positively. The thesis is simple nobody should care about bridging most users will simply use abstracted away tech that will send them from A to B the fastest and at lowest cost. Across relayer network helps make this a reality. Bullish $ACX"
X Link 2023-11-27T08:44Z [----] followers, [----] engagements

"most chad ppl i know are ultra bullish on $COIN - have been since Jan [----]. Why are they bullish The bald man delivers time and time again. If the bald man had a token project where he explicity wrote a blog post about how he wouldn't sell said tokens would you fade I wouldnt. Bullish $RSC"
X Link 2023-11-29T08:30Z [----] followers, [---] engagements

"Up only for bald man coins"
X Link 2023-11-29T08:32Z [----] followers, [---] engagements

"@lurkaroundfind @CelestiaOrg Last raise was $55M @ a $1B val ser"
X Link 2023-12-02T15:13Z [---] followers, [----] engagements

"Why do people buy apartments that are yet to be built out for lower cost Not to sell to later but because they see the value of the community that will form there for them and their children to enjoy when it does materialise. Thats why airdrop farming is exciting. I hope that made sense to you it didnt to me"
X Link 2023-12-09T09:12Z [---] followers, [--] engagements

"Damn the Bittensor $TAO application layer seems to be heating up. Send it"
X Link 2023-12-10T20:22Z [----] followers, [----] engagements

"@dhiru9bari @huddle01com @ranjan3118 Anonymous doesnt mean you have to be isolated"
X Link 2023-12-13T20:35Z [---] followers, [--] engagements

"@Jas_Jaski @CryptoAurelius2 Best way to play research is to ape the coin ;)"
X Link 2023-12-14T09:19Z [---] followers, [--] engagements

"I have said this before. Do you fade the bald man $COIN and $RSC was just the start. Imagine what happens when the bald man funnels his 100M CEX users onto his chain and asks them to go shopping with a cute $20 free gift card. What are they going to buy AAVE No. Theyre going to buy $toshi and more pets. @frenpetonbase Youve been warned"
X Link 2023-12-14T11:00Z [---] followers, [---] engagements

"Hot take: @aevoxyz flips @GMX_IO and becomes the leading perp dex on an EVM sometime between the next 12-18 months if not sooner. trading volume over the last week: - GMX v1: $713.8M - GMX v2: $798.8M - Aevo: $470.6M $RBN"
X Link 2023-12-16T18:31Z [----] followers, [----] engagements

"- build L2 for Arweave help it scale (core demand itself is the need for Arweave) - Bundlr (now Irys) handles 90% of total txs for Arweave and that number continues to go up today (value primarily driven to Arweave not L2) - (Arweave demand + Bundlr convenience) - Irys to fork Arweave in bid to vampire attack users and move data storage to their new layer (Bundlr convenience + bid to move Arweave demand to Bundlr's fork + launch provenance functionality from getgo) - launch $IRYS token accrue value. Sounds like a parasitic L2 to me but also very within the ethos of open source tech. Imo this"
X Link 2023-12-18T08:00Z [---] followers, [----] engagements

"My understanding of the @ArweaveEco and @irys_xyz situation: Bundlr (Irys) initially launched as a way to batch transactions and post them to Arweave making it really simple for users to upload/retrieve their data. They quickly became the de-facto route of data upload onto the network and hence contribute to like 95% of all Arweave tx mkt share. They also recently rebranded with intention of proving authenticity of data as well (as opposed to simply providing availability) - so perma storage + provenance. I think this is the primary reason for them to dump all the prev. data and start with"
X Link 2023-12-18T19:07Z [---] followers, [---] engagements

"The most undervalued DePIN token has entered price discovery mode $WIFI"
X Link 2023-12-19T17:29Z [----] followers, [---] engagements

"@blknoiz06 My IBC transaction from osmosis to sei has been stuck for [--] hours @SeiNetwork"
X Link 2023-12-19T17:57Z [---] followers, [---] engagements

"@camelagainagain Hey at least IBC is the best speed of light bridge that can take humans to space also but cant gimme my fkn SEI"
X Link 2023-12-26T06:30Z [---] followers, [--] engagements

"@samoa_joes @DeFi_Made_Here @0x_koro @eigenlayer @KelpDAO You could also simply deposit ETH in @RenzoProtocol and never worry about ETH caps at all"
X Link 2024-01-02T20:44Z [---] followers, [---] engagements

"the seeds of future security bootstrapping are being sowed. Restaking is definitely shaping up to be one of the most exciting experiments for this year - very keen to see how this plays out. Key bit below while LST caps are filled - native restaking has no caps. So while stETH rETH ETHx cbETH all have caps if you run a node you can bypass them and stake as much ETH as you want. Only @RenzoProtocol allows you to do this right now without you having to run a node at all (Renzo has node operators run for you unlike @KelpDAO @swellnetworkio that directly deposit your LSTs into EL - still limited"
X Link 2024-01-03T07:36Z [----] followers, [----] engagements

"Airdrops are the make it plays of this cycle for anyone sub $50k in total PF value - core assets staked across protocols repeatedly earning you anywhere between 20% to 100% on your owned assets - fresh liquidity fostering a risk appetite that will likely pay off over the next few years - youll be serially onchain which imo is massive edge"
X Link 2024-01-03T08:55Z [----] followers, [----] engagements

"What What does so much buy power mean here Just because an asset is liquid doesnt mean itll have native demand lol As for attractiveness of an ESOP - by sandboxing a market to top startups - who is the marginal buyer of this so called liquid asset wealthy ppl with startup connects Friends of techbros being good friends and providing exit liquidity Makes no sense to me at all"
X Link 2024-01-04T13:28Z [---] followers, [--] engagements

"@Saxenasaheb @CryptoAurelius2 For context like 5% of India trades equities lol"
X Link 2024-01-04T13:29Z [---] followers, [--] engagements

"@Saxenasaheb @CryptoAurelius2 If you want to dive into wealth concentration then dive in deeper 1% owns 40% of the countrys wealth - they arent looking to diversify into liquid ESOPs lmfao"
X Link 2024-01-05T07:26Z [---] followers, [--] engagements

"I was just using it as a proxy for risk appetite not to make some sort of argument. There is absolutely no evidence that suggests that liquid ESOPs would boost talent buying power. Just saying people wouldve loved to ape Zomato ESOPs pre IPO in retrospect is laughable. It just seems like a headache not some magical tool. This idea isnt new"
X Link 2024-01-05T08:15Z [----] followers, [--] engagements

"@Saxenasaheb @CryptoAurelius2 Retail aint buying ESOPs to get exposure to startup 😭😭😭😭😭"
X Link 2024-01-05T08:21Z [---] followers, [--] engagements

"@Saxenasaheb @CryptoAurelius2 Confident they would buy it seems. Based on what How the IPO was oversubbed"
X Link 2024-01-05T08:21Z [--] followers, [--] engagements

"@blknoiz06 look at the $RBN chart and remain in awe of the lack of awareness in this market"
X Link 2024-01-08T14:58Z [----] followers, [----] engagements

"Sleeping giant about to be awakened $RBN $AEVO https://x.com/aevoxyz/status/1744315057113350406s=20 🔜 https://x.com/aevoxyz/status/1744315057113350406s=20 🔜"
X Link 2024-01-08T15:02Z [----] followers, [----] engagements

"Ethereum and @eigencloud together create a system of security for rollups and appchains that many will look back upon as obvious. At @IOSGVC we're bullish on Ethereum's value as a security layer EigenLayer's value as a restaking hub and we see @RenzoProtocol helping coordinate all this security among AVSs (Active Validator Services) providing stakers access to AVS yields while routing security to different AVSs. Congratulations @LucasKozinski @kratikl_ and team time for everyone to go restake some ETH"
X Link 2024-01-15T17:28Z [----] followers, [----] engagements

"@akshaybd @Arthur_0x easier said than done lol there's WAY less liquidity in markets than most think for serious size tbh decent for retail much harder for funds But I do agree liquid is the sauce. We just need better liquidity"
X Link 2024-01-18T04:18Z [---] followers, [---] engagements

"Ppl confuse naivety for kindness and thats the dumbest fkn thing Ive ever seen"
X Link 2024-01-20T14:05Z [---] followers, [---] engagements

"Man is shilling Bali"
X Link 2024-01-22T05:44Z [--] followers, [--] engagements

"Whats the best bridge in crypto A bridge that focuses on what users want the most: - speed - cost - trust @AcrossProtocol $ACX"
X Link 2024-01-24T04:31Z [----] followers, [----] engagements

"What the $JTO airdrop did for $BONK the $JUP airdrop will do for $WEN"
X Link 2024-01-29T04:59Z [---] followers, [---] engagements

"All the farcaster larps on the timeline Where were you last year Fkn larpers"
X Link 2024-01-30T13:28Z [----] followers, [---] engagements

"@KyleSamani @aevoxyz Thats fair. DApps (lets call them businesses) are choosing to compromise on DA security for lower fees to boost profitability while still maintaining a base level of ETHs cryptoeconomic security via forced tx inclusion - fair compromise no"
X Link 2024-01-30T14:42Z [---] followers, [--] engagements

"@KyleSamani @aevoxyz cc: my fav modular maxi @nickwh8te"
X Link 2024-01-30T15:10Z [---] followers, [--] engagements

"Yes I agree but lets be honest saying that theres [--] employees and no office is kinda pushing it. I understand the point but Coinbase will keep pushing the boundaries of innovation without Uniswap Labs the Uniswap protocol wont and another protocol with employees will eat its lunch"
X Link 2024-01-31T18:22Z [----] followers, [----] engagements

"@calebini @RasterlyRock @cburniske Deploy napster on the blockchain. Doesnt mean its better than Spotify"
X Link 2024-01-31T18:23Z [---] followers, [---] engagements

"There's mixed feelings within the Bitcoin community about Ordinals Inscriptions and an expansion of Bitcoin's ledger beyond just simple BTC transactions. As Binance launched their inscription marketplace I thought I'd dive in a little deeper. A few Thoughts 👇"
X Link 2024-02-02T04:32Z [----] followers, 24.2K engagements

"This inconvenience highlights a gap in the ecosystem. There's a need for dedicated platforms that can facilitate the trading of Bitcoin inscribed assets. While platforms like @MagicEden have solutions these are still siloed to a single chain - while all the demand side liquidity is elsewhere"
X Link 2024-02-02T04:32Z [---] followers, [---] engagements

"While exploring other solutions to the inscriptions trading challenge I found @inscribe_app - aiming to simplify the buying selling and showcasing of these unique digital assets. It's initiatives like these that will pave the way for greater accessibility"
X Link 2024-02-02T04:32Z [----] followers, [----] engagements

"@TrustlessState @puffer_finance Is puffer limited by EigenLayer caps"
X Link 2024-02-02T04:40Z [---] followers, [---] engagements

"Bro is taking a $200k loan at 12% p.a and somehow posting about how equity financing is bad wtf @aave can help I can take $187300 from Stripe without giving away a single share of my company. The modern-day "VC" https://t.co/1wiTQsa7KF I can take $187300 from Stripe without giving away a single share of my company. The modern-day "VC" https://t.co/1wiTQsa7KF"
X Link 2024-02-03T00:00Z [---] followers, [---] engagements

"@sandraaleow My quant says $1B I am my quant"
X Link 2024-02-08T05:28Z [---] followers, [---] engagements

"@0xhopydoc @Pandora_ERC404 My quant tells me $2B I am my quant"
X Link 2024-02-08T06:27Z [---] followers, [---] engagements

"If you arent serially airdrop farming looking at coins on chain and simply buying coins on a CEX in the hope they go up- I dont think crypto is for you. Trade equities. Pandora to $100k"
X Link 2024-02-09T08:19Z [----] followers, [----] engagements

"Bullish Carbon Credits on chain"
X Link 2024-02-12T03:53Z [---] followers, [---] engagements

"I am a horrible writer and wrote a blog that is just me larping about a few thoughts that I have had while looking back on the last three years of my life. I hope they strike a chord though. Good luck with life and dont dm me for crypto advice. Here's a short thread"
X Link 2024-02-12T06:32Z [----] followers, [----] engagements

"Realization 6: Transactional Relationships Are A Dead End"
X Link 2024-02-12T06:32Z [---] followers, [---] engagements

"Good luck with life and dont dm me for crypto advice. Also subscribe to my blog Full post:"
X Link 2024-02-12T06:32Z [---] followers, [---] engagements

"@Rao_Sidd @QwQiao If you squint harder you will notice that so is POKT"
X Link 2024-02-12T10:27Z [---] followers, [--] engagements

"So @KelpDAO uhhhh more like need help DAO Send it to fkn 0"
X Link 2024-02-13T18:23Z [---] followers, [---] engagements

"@GAmitej @DefiIgnas @DLNewsInfo Ser user funds are with node operators"
X Link 2024-02-13T19:31Z [---] followers, [--] engagements

"Why are you only testing and reporting bugs in other protocols Is that Kelps USP Im not biased towards any LRT as you keep insinuating- that would be stupid of me to. But we do not invest in projects that dont have their own plan of action - it significantly increases risk. Its like a coach vs play stealer concept in the NFL. Also if youd like I can show you copy pasta code w comments also copy pastad right here"
X Link 2024-02-13T20:06Z [---] followers, [---] engagements

"Over $1.2B (436k ETH) has been extracted as REV (realized MEV) since The Merge While most of us have been used to slippage and high fees for a transaction to get executed something needs to be done. Here are a few solutions 👇"
X Link 2024-02-20T14:27Z [---] followers, [----] engagements

"@project_shutter will use @eigenlayer to bootstrap their "Keyper Network" thus providing a completely decentralized shielding mechanism to prevent malicious front running for txn execution They already partnered with @EspressoSys to protect rollups using their Sequencer"
X Link 2024-02-20T14:27Z [---] followers, [---] engagements

"I'm super bullish @project_shutter - who are backed by an incredible team and have some blockbuster partnerships lined up. (Espresso Eigen Layer Conduit to name a few) LBP on @FjordFoundry in [--] hours"
X Link 2024-02-20T14:27Z [---] followers, [---] engagements

"i have been a big voice for Render Network for a while now but this is because I believe they have a very dedicated demand side. Supply: @rendernetwork Demand: @OTOY Tokens bridge the two. For DePIN: w/o a dedicated demand side the supply side may not suffer doesnt suffer but token holders do. Look for DePIN projects where the demand side is critically yearning for supply. There are quite a few. Im betting on GPUs this cycle. $AKT eventually flips $RNDR imo - but both are huge beneficiaries of this coming cycle make no mistake. $AKT eventually flips $RNDR imo - but both are huge beneficiaries"
X Link 2024-02-22T04:40Z [---] followers, [---] engagements

"Also to add to this I no longer see $AKT flip $RNDR I am a fan of @gregosuri and what he has built out but I do not really see how Akashs network competes at scale with Render Aethir Gensyn Ionet. Cant wait to be proven wrong"
X Link 2024-02-22T04:42Z [---] followers, [---] engagements

"been monitoring the SHU LBP closely was hoping for an entry sub $100M FDV - seems like that's not happening anymore. 20% of the tokens gone damn. Aped. The Shutter Token (SHU) Liquidity Bootstrapping Pool by Shutter DAO 0x36 is Live Read more: https://t.co/FX4Sxesy0b The Shutter Token (SHU) Liquidity Bootstrapping Pool by Shutter DAO 0x36 is Live Read more: https://t.co/FX4Sxesy0b"
X Link 2024-02-22T08:44Z [---] followers, [----] engagements

"If youre in deep tech consider building in crypto. If youre in AI pivot to crypto. If youre in a founders office pls dont pivot to crypto. If youre in investment banking pls dont pivot to crypto. If youre in consulting pls dont pivot to crypto"
X Link 2024-02-23T05:55Z [---] followers, [---] engagements

"quadruple check ur mute button"
X Link 2024-02-23T09:18Z [---] followers, [---] engagements

"good call to pull the trigger - 70% of the tokens gone and $SHU at a $240M FDV been monitoring the SHU LBP closely was hoping for an entry sub $100M FDV - seems like that's not happening anymore. 20% of the tokens gone damn. Aped. been monitoring the SHU LBP closely was hoping for an entry sub $100M FDV - seems like that's not happening anymore. 20% of the tokens gone damn. Aped"
X Link 2024-02-24T08:54Z [----] followers, [----] engagements

"missed @enq_AI - but think @monaidev is going to be my redemption arc market has shown it wants decentralized uncensored LLMs. Add to that: - RLHF for reinforced model training - Potentially an EL AVS - beta product out and based $monai LBP is a no misser for me monai @monaidev gib me some $enqai vibes uncensored ai team looks based af let's see how it goes but will probably be a cook monai @monaidev gib me some $enqai vibes uncensored ai team looks based af let's see how it goes but will probably be a cook"
X Link 2024-02-27T05:03Z [---] followers, [----] engagements

"Gm :) Amazing work @juliankoh @aevoxyz $RBN $AEVO Hot take: @aevoxyz flips @GMX_IO and becomes the leading perp dex on an EVM sometime between the next 12-18 months if not sooner. trading volume over the last week: - GMX v1: $713.8M - GMX v2: $798.8M - Aevo: $470.6M $RBN https://t.co/ZeG7IsqQ4F Hot take: @aevoxyz flips @GMX_IO and becomes the leading perp dex on an EVM sometime between the next 12-18 months if not sooner. trading volume over the last week: - GMX v1: $713.8M - GMX v2: $798.8M - Aevo: $470.6M $RBN https://t.co/ZeG7IsqQ4F"
X Link 2024-02-28T13:46Z [----] followers, [----] engagements

"Dont midcurve it bros - this isnt private equity. Why the hell is the market valuing Parcl at $2.2 billion FDV (as per Aevo pre-markets) Fundamentals seem way off: TVL: $103 million (vanity metric) Daily volumes: $2-3 million (Lifetime volume is only $290 million; for context Jupiter Perps is doing $400 in daily Why the hell is the market valuing Parcl at $2.2 billion FDV (as per Aevo pre-markets) Fundamentals seem way off: TVL: $103 million (vanity metric) Daily volumes: $2-3 million (Lifetime volume is only $290 million; for context Jupiter Perps is doing $400 in daily"
X Link 2024-02-28T13:54Z [---] followers, [---] engagements

"Dont want to pay $100+ to restake your ETH Native restaking now on @arbitrum - ez What have you guys built absolute insane shipping prowess @RenzoProtocol @JamesCPoole @LucasKozinski @kratikl_ Arbitrum Connext Bridge is now LIVE on Renzo Renzo is thrilled to announce our collaboration with @Connext bringing true native cross-chain restaking to @Arbitrum Renzo facilitates restaking from Arbitrum using @Connext's Restake from Anywhere feature providing the https://t.co/fQtvNc04SO Arbitrum Connext Bridge is now LIVE on Renzo Renzo is thrilled to announce our collaboration with @Connext bringing"
X Link 2024-02-29T16:22Z [---] followers, [----] engagements

"lol - been in the $monai tg group this morning and cant blv what Im seeing Literally everyone in the group was fudding the token (only discussions were price lol) and when the team ended the LBP - the same people got salty because they COULDNT buy the coin - so fkn bullish hahahahah Lmaoooo only in crypto"
X Link 2024-03-01T05:10Z [---] followers, [----] engagements

"Update: for the first time since Nov [----] @aevoxyz options volumes ($13.64B) have flipped its perps volumes ($12.8B) - all while volumes have hit new ATHs @aevoxyz is not only a perps exchange valuing it as such would be incorrect. $50B is programmed $RBN $AEVO"
X Link 2024-03-02T10:12Z [----] followers, [----] engagements

"Slowly and then all at once. It is time for the all at once. Retardio"
X Link 2024-03-04T04:38Z [----] followers, [---] engagements

"@YourstrulyVish Miladys flip Apes soon"
X Link 2024-03-04T15:39Z [---] followers, [--] engagements

"study tweets like this very carefully - you will see a lot of this in this coming cycle. This is purely cope with some lines drawn on a chart. Study memecoins. Study flows. Study the dog wif hat. This $WIF pump to $1.63 is a deviation. WIF is a memecoin with no utility and it's not even funny. Just an insider scam supported by Eth insiders. See you at zero. This $WIF pump to $1.63 is a deviation. WIF is a memecoin with no utility and it's not even funny. Just an insider scam supported by Eth insiders. See you at zero"
X Link 2024-03-06T07:00Z [----] followers, [---] engagements

"Ok what about organic volumes Synapse is a bridge and the single most important aspect of a bridge is organic bridge volumes - which is a function of cost speed and as a result aggregator routing. Not a single mention of that. Price valuation comparisons and catalysts - but nothing about volumes. Happy to debate this any time anywhere. Absurd strength against the rest of the market during this drawdown Binance pair nearing new highs Dencun Upgrade Soon Synchain launch soon Buyback and Emission-reduction gov proposals etc. Nice to see SYN finally get the attention it deserves. (disclosure am"
X Link 2024-03-06T09:45Z [---] followers, [----] engagements

"I agree youre trading this @WClementeIII - but be intellectually honest before saying stuff like SYN getting the attention it deserves and using A with the mcap of B moonmath. @TomyLBT @0xngmi LMAOOO 🤖 https://t.co/VVS6rs4zhP @TomyLBT @0xngmi LMAOOO 🤖 https://t.co/VVS6rs4zhP"
X Link 2024-03-06T09:50Z [---] followers, [---] engagements

"@project_shutter recently released a blog outlining their vision and explaining its importance. I have summarized it so you don't have to. For an intro to the problem see my previous thread: thread time 🫡 Over $1.2B (436k ETH) has been extracted as REV (realized MEV) since The Merge While most of us have been used to slippage and high fees for a transaction to get executed something needs to be done. Here are a few solutions 👇 https://t.co/0jRdvoEmwE Over $1.2B (436k ETH) has been extracted as REV (realized MEV) since The Merge While most of us have been used to slippage and high fees for a"
X Link 2024-03-06T15:21Z [---] followers, [----] engagements

"Understanding MEV: MEV arises when validators have the power to reorder insert or exclude transactions within a block for profit. This can lead to unfair advantages front-running and a trust deficit in the blockchain ecosystem. @project_shutter 's goal Eliminating this"
X Link 2024-03-06T15:21Z [---] followers, [---] engagements

"@cryptoian Thats called a shill - RLB is a ticking time bomb. Theres a reason it isnt pumping when every other single coin is pumping. Every. Other. Coin. Theyre discussing it in the dc lmfaoooo"
X Link 2024-03-08T10:08Z [---] followers, [--] engagements

"@0xjaypeg @cryptoian is a massive fan - he thinks rollbit is the future of finance and revshare is imminent Price is like that coz team is dumping their tokens"
X Link 2024-03-13T05:41Z [---] followers, [----] engagements

"@0xDamien Absolute cope. I been in for a while. Some coins dont need shills to pump they need capital infusions"
X Link 2024-03-16T06:42Z [---] followers, [---] engagements

"@Elegy4TheArctic No culture"
X Link 2024-03-18T05:20Z [---] followers, [--] engagements

"@Elegy4TheArctic $toshi"
X Link 2024-03-18T05:21Z [---] followers, [--] engagements

"@0xdasha Never take financial advice from miladys"
X Link 2024-03-18T10:51Z [---] followers, [--] engagements

"@cburniske RNDR SOL ACX OP"
X Link 2024-03-29T03:32Z [---] followers, [--] engagements

"@cburniske Special mention: LDO"
X Link 2024-03-29T03:32Z [---] followers, [--] engagements

"@HerroCrypto #1 bridge it seems - go touch some grass buddy This is the definition of being married to your bags"
X Link 2024-03-30T14:30Z [---] followers, [---] engagements

"@akshaybd Conceptually great but already commoditised as I see it. To get swathes of data - you need swathes of people. Pro data distribution of the value generated from the labelling component of that data is minuscule. True value lies in semantic data - not just a dump of it"
X Link 2024-04-02T05:52Z [---] followers, [---] engagements

"@akshaybd If youre in and around Dubai middle of April drop by will be sick. Thrilled to announce @nick_emmons co-founder of @AlloraNetwork and @UpshotHQ will be sharing his insights at #OFR Dubai - Singularity: AI x Crypto Convergence on Apr [--] 🔗 Dont miss out: https://t.co/6bDtpyepgu Nick will join the AI Agent panel to shed light on how Allora & https://t.co/sRRZyRkdAx Thrilled to announce @nick_emmons co-founder of @AlloraNetwork and @UpshotHQ will be sharing his insights at #OFR Dubai - Singularity: AI x Crypto Convergence on Apr [--] 🔗 Dont miss out: https://t.co/6bDtpyepgu Nick will"
X Link 2024-04-02T05:56Z [---] followers, [---] engagements

"Got an $ENA airdrop for holding a Milady. Imagine fading Miladys. Remelio"
X Link 2024-04-02T14:22Z [----] followers, [---] engagements

"AI + RLHF Network + $Monai did a lil bit of dd myself looking at the technical docs and actually could provide some feedback to Monais LLM. I could see this taking off. Team seems to have struck a deal with Monai to kickstart their network. Ill be bidding. $HAI 4.4.24 @FjordFoundry Be there or be square. 4.4.24 @FjordFoundry Be there or be square"
X Link 2024-04-04T03:37Z [----] followers, [----] engagements

"@Haptic_AI Boom"
X Link 2024-04-04T05:05Z [----] followers, [----] engagements

"@arjunnchand sir this shouldn't be surprising to you at this stage tbh. I think you overestimate the technical knowhow required to be able to differentiate between a messaging network and a bridge for someone that doesn't work with bridges and messaging networks every single day"
X Link 2024-04-04T07:40Z [---] followers, [---] engagements

"Monitoring the LBP closely. Sub $20M FDV looks like good value to me. Likely will bid there. $hai $monai @Haptic_AI decentralise and incentivise. $MONAI $HAI barbell time. https://app.v2.fjordfoundry.com/pools/0xEaAbC25cd9902295350F7a594453Dd237d01CA93 decentralise and incentivise. $MONAI $HAI barbell time. https://app.v2.fjordfoundry.com/pools/0xEaAbC25cd9902295350F7a594453Dd237d01CA93"
X Link 2024-04-04T10:43Z [---] followers, [----] engagements

"@degendevv Seems like it idea is interesting AF. I aped LBP"
X Link 2024-04-05T15:27Z [---] followers, [--] engagements

"@Ekonomeest gm lets get coffee and cope"
X Link 2024-04-16T07:19Z [---] followers, [--] engagements

"@ayyyeandy @AvailProject @deBridgeFinance @lavanetxyz @nim_network Completely missed $REZ from @RenzoProtocol"
X Link 2024-04-23T17:43Z [---] followers, [---] engagements

"@DeFi_Made_Here @Julia_Hexican Seems like coordinated FUD to me. By your own admission explain this"
X Link 2024-04-23T20:36Z [---] followers, [---] engagements

"@DeFi_Made_Here @Julia_Hexican Ok so literally all of the Renzo community tokens will be in the treasury who says they wont be able to do a great job of getting the community involved Tf you on about bro"
X Link 2024-04-23T20:53Z [---] followers, [---] engagements

"@0xdasha Oh shit they didnt airdrop (my bags) - no culture"
X Link 2024-05-05T09:21Z [---] followers, [---] engagements

"cats dogs frogs politicians across Solana and Ethereum. Culture"
X Link 2024-05-14T09:11Z [----] followers, [---] engagements

"The quietest yet strongest "ETH beta" on the market - $ENS - strong representation of new user onchain activity (more new ppl on Ethereum more .eth's registered) - earns significant revenues (including recurring revenues) priced in ETH currently $15M annualized - arguably the most autonomous protocol on Ethereum"
X Link 2024-05-27T06:03Z [----] followers, [----] engagements

"@LucasKozinski @kratikl_ @eigenlayer renzilio"
X Link 2024-06-01T15:13Z [----] followers, [---] engagements

"I think ultimately tokens (celeb tokens) will make sense if they are able to pass through benefits of a celebrity's brand to token holders in a way that celebrity NFTs did or music NFTs aim to do. Ultimately you build out an ecosystem of engagement between celebs fans around said token"
X Link 2024-06-05T09:54Z [----] followers, [---] engagements

"I like aggregators (like @lifiprotocol and @SocketProtocol) as a measure for organic volume among bridges in the space today. Their users are: -rarely incentive farming they're bridging because they need to -provided with a range of bridge options to choose from $13B in total bridge volume so far"
X Link 2024-07-02T10:18Z [----] followers, [----] engagements

"Given that users are bridge agnostic they just want want high speed and/or low cost transfers @AcrossProtocol stats make sense: - overall of 33% of total agg bridge volume - consistent and growing avg of 50% volume share on LiFi and Bungee $ACX among my favourite fundamental plays this cycle. So far so good"
X Link 2024-07-02T10:18Z [----] followers, [---] engagements

"@khuranarishabh3 @lifiprotocol @SocketProtocol agree I guess I meant to allude to them not incentive farming the bridges themselves"
X Link 2024-07-03T09:26Z [----] followers, [--] engagements

"@Elegy4TheArctic Liquidate all your bags and rotate it into a Milady. NFA"
X Link 2024-07-04T15:22Z [----] followers, [--] engagements

"DePIN is expansive We've (sorta) had energy markets onchain in a way earlier () (s/o KlimaDAO lol) but seeing it play out in a very ligitimate manner in US and emerging markets via @helium will be interesting to see. 👀"
X Link 2024-07-23T18:44Z [----] followers, [---] engagements

"@kapursanat Love Hivemapper. Product is great token flywheel works as intended- but token design leaves little room for speculators. HONEY is a token meant to be earned not bought"
X Link 2024-07-27T19:17Z [----] followers, [--] engagements

"@MikeIppolito_ @BSturisky Polymarket could simply integrate @azuroprotocol to provide sportsbook services liquidity (the counterparty is an LP pool similar to a GLP pool)"
X Link 2024-07-29T06:42Z [----] followers, [---] engagements

"This would be the ideal scenario. Given the reflexivity of capital + small investor mindset in this space I think 12m is too short a timeframe to make this bet. That said now would be a great time to filter cash flow positive projects by a sustainability factor and I would bet that they outperform over the next 36m+. Theyre making money for a recurring reason bullish"
X Link 2024-08-06T07:49Z [----] followers, [---] engagements

"Akash Network daily revenues seem interesting. - not a ton of interest in USDC as means of payment (95% still in $AKT) - assume this is because of the lower take rate with $AKT payments. - network utilization still 30% for both CPUs and GPUs"
X Link 2024-08-12T04:37Z [----] followers, [----] engagements

"GMX has been one of my fav DeFi protocols for a long time the team has always led from the front in terms of product innovation & tokenomics. Looking at the perp landscape to see where they lay recently and was surprised to see Jupiter in the top [--] with 12% mkt share over the last [--] months. $JUP $GMX"
X Link 2024-08-12T05:32Z [----] followers, [---] engagements

"hard to speak for "organic" volumes in the perps landscape but think that @GMX_IO is as close to it as one could get. Of course other factors matter but none more so than the # of assets you can trade. This is where @dYdX and @HyperliquidX have gained the edge"
X Link 2024-08-12T05:42Z [----] followers, [---] engagements

"@0xDamien my only ETH exposure is my Milady. Milady"
X Link 2024-08-13T16:54Z [----] followers, [--] engagements

"Market sentiment is so low and cash heavy crypto funds have capital to deploy. $HNT price action is very telling. @helium has a product that people want; a mobile plan that is 60% to 70% cheaper than AT&T and Verizon. This discount is uniquely enabled by tokens/crypto"
X Link 2024-09-06T07:32Z [----] followers, 17.5K engagements

"Helium amortizes and outsources capex to hotspot owners that are incentivized via HNT token rewards. Instead of spending billions of dollars to build and pay for cell towers/location permissions Helium rewards people for subbing in instead"
X Link 2024-09-06T07:32Z [----] followers, [---] engagements

"Think about this: for any mobile network in the world to expand and add net new subscribers to their network (which would mean new location penetration) instead of building out expensive infra - they can just "offload to Helium". If Helium's network proves to be reliable enough all mobile networks should start to expand via Helium. Helium has already served 790k subscribers in the U.S this way on top of its own 110k subs. Almost 1M people served and using the network. All with just [---] hotspots. Incredible"
X Link 2024-09-06T07:32Z [----] followers, [----] engagements

"Simply serving its current customer base (110k subs) would help Helium earn $25M+ in fees over a [--] month cycle. These are numbers that can scale incredibly fast. 1M+ native subs $100M+ in revenue 5+ carriers seem realistic"
X Link 2024-09-06T07:32Z [----] followers, [---] engagements

"A quick look at the biggest carriers in the world and the amount of mobile traffic they service. T-Mobile (which has partnered with Helium) is just 2.1% of global market share. If Helium was to support just 0.02% to 0.05% of T-Mobile's traffic - it could mean $100M in earnings. It's not hard to imagine a higher share of offload and more carriers on board. There is a very real $1B+ revenue opportunity here. This value effectively will route back to HNT"
X Link 2024-09-06T07:32Z [----] followers, [---] engagements

"The $HNT token is rather well designed. But it took me multiple months to see it play out. As of now If more than [----] $HNT is burned (to pay for data) per day $HNT will be deflationary. Simple as that. Is this happening everyday Not yet. But there are signs. Since Apr 2023: - [--] total days where $HNT was net burned - 506k net $HNT burned ($1.5M) - $HNT avg price of $4 during these burns"
X Link 2024-09-06T07:32Z [----] followers, [---] engagements

"What does all this mean To me Helium has found early pmf - among its customers (D2C and B2B customers) as well as contributors (hotspot owners). There is an inherent token model that can capture value and there is a clear path to serious revenues. I was a skeptic for a long time but as a result of my own naievety. gg @helium; lead this bull mkt"
X Link 2024-09-06T07:32Z [----] followers, [---] engagements

"@DaftaryNeel Helium as it is now can service data offload to a million people (probably more) and fully service 100k+ people. Infra needs to scale to meet constant demand from 1-10M people imo but that scale factor is very well within reach"
X Link 2024-09-06T07:41Z [----] followers, [---] engagements

"@cryptoian I think that service providers forecast demand and burn a bunch of HNT at one time to front load DCs to make the UX better for end users"
X Link 2024-09-06T13:47Z [----] followers, [--] engagements

"Been looking at some Helium data and stumbled across this disparity between the MOBILE programmatic floor price vs DEX price (2.5x on DEX). Since $MOBILE tokens can only be earned - if people want access to MOBILE (for speculative reasons) they must pay a 2.3x premium for the token. Why does this disparity exist cc: @JMFayal @abhay"
X Link 2024-09-09T07:23Z [----] followers, [----] engagements

"Some math on Helium's 100k+ subscribers and their direct value accrual to HNT. Helium's $20/mo mobile plan gives users : - 30GB highspeed data ($15 at $0.5/GB) - texts + calling for free - pay bills with MOBILE tokens - earn MOBILE tokens for discovery mapping This plan piggybacks on TMobile's network"
X Link 2024-09-11T07:17Z [----] followers, [----] engagements

"At $20/month and their subscriber growth since April [----] the network should have burned $15M in HNT in that time period. However they've burned closer to $3M in HNT or 1/5th. Would it be fair to say that the margins from the $20/mo plan will range between 10% to 20% Likely that this margin increases as subs + hotspots increase @JMFayal @abhay"
X Link 2024-09-11T07:17Z [----] followers, [---] engagements

"@KarlHungus211 @helium @helium_mobile An excerpt from a report Ill soon publish"
X Link 2024-09-12T06:17Z [----] followers, [--] engagements

"@richhomiecon Wait a min arent AI coins also DePIN (or DeVIN) coins"
X Link 2024-09-14T05:28Z [----] followers, [---] engagements

"There are a very few realities in which poor crypto cyclical performance doesn't correlate with positive growth in protocol revenues. If these revenues are sizeable and well tied to a token likely that the token outperforms in a down market Like $GMX did in [----] When I think about it for Helium I don't see their yearly revenues over the next 3-5 yrs dip below 2022-24 annual revenues. That is incredibly bullish. $HNT"
X Link 2024-09-14T06:02Z [----] followers, [---] engagements

"cleaning up IoT MOBILE and other subnetwork tokenomics while still keeping them tied to $HNT in some manner would be neat. Want exposure to DePIN $HNT Want exposure to a specific network subnetwork token Wen DePIN trust @Grayscale The Helium v3 proposal is here 🎈 Helium v3 is a concept that unlocks the next era of Helium while empowering other DePIN projects to scale and join the worlds largest decentralized physical infrastructure network. This post introduces the Helium Network Extension which https://t.co/4TDnwuzSWr The Helium v3 proposal is here 🎈 Helium v3 is a concept that unlocks the"
X Link 2024-09-14T06:28Z [----] followers, [---] engagements

"A few thoughts on @helium In my opinion carrier offload is the largest funnel to value for $HNT at this current juncture. Current beta testing numbers speak volumes. https://mohitpandit.substack.com/p/how-big-does-the-helium-balloon-get https://mohitpandit.substack.com/p/how-big-does-the-helium-balloon-get"
X Link 2024-09-14T08:49Z [----] followers, [---] engagements

"If the team is able to execute to a point where they can start to offload a serious chunk of data from various carriers HNT should cross equilibrium and start to generate some serious value"
X Link 2024-09-14T08:49Z [----] followers, [---] engagements

"Even in the shorter term If there is serious demand for DCs HNT price will have to react (likely positively) purely based on the mismatch in pace of HNT being bought on the market for DCs vs the pace of HNT hitting the market from emissions. Bullish $HNT"
X Link 2024-09-14T08:49Z [----] followers, [---] engagements

"@amirhaleem @big_shaaan @KarlHungus211 @helium_mobile most fees going to tmobile for calling/texts"
X Link 2024-09-15T11:27Z [----] followers, [---] engagements

"@helium will be a mobile carriers competitive edge. Just use Helium. $HNT"
X Link 2024-09-20T06:06Z [----] followers, [----] engagements

"What happens to your favourite memecoins when @HyperliquidX users make hundreds of millions possibly billions in the HL airdrop Where does the money flow"
X Link 2024-09-20T09:45Z [----] followers, [---] engagements

"@blknoiz06 Pumpfun knew https://dexscreener.com/solana/fugq8exrgp8xveflb2xjrk51jm9nixol9eoayctgjq6i https://dexscreener.com/solana/fugq8exrgp8xveflb2xjrk51jm9nixol9eoayctgjq6i"
X Link 2024-09-25T02:06Z [----] followers, [--] engagements

"@blknoiz06 This was on pumpfun like [--] months ago made it to Raydium yday"
X Link 2024-09-25T02:07Z [----] followers, [--] engagements

"Over $1M in Data credits burned to use data (IoT 5G) on @helium. Into the banana zone for revenue we go. For a deeper analysis on Helium's revenue link below"
X Link 2024-10-03T06:42Z [----] followers, [----] engagements

"https://medium.com/@kidponga/how-big-does-the-helium-balloon-get-ab9a887e0a8e https://medium.com/@kidponga/how-big-does-the-helium-balloon-get-ab9a887e0a8e"
X Link 2024-10-03T06:42Z [----] followers, [---] engagements

"@free_electron0 Milady wif hat"
X Link 2024-10-06T11:09Z [----] followers, [--] engagements

"@LoganJastremski @Old_Samster looking at fdv is pointless in a bittensor like system"
X Link 2024-10-07T02:42Z [----] followers, [--] engagements

"@KarlHungus211 @helium ser it makes $3m in revenues and valued at 1.2B"
X Link 2024-10-11T15:08Z [----] followers, [--] engagements

"have personally seen about 7-10 wallets DCA [--] figs+ of other memecoins (incl. wif) to $fwog what am I missing"
X Link 2024-10-16T12:02Z [----] followers, [---] engagements

"$FWOG early buyer activity am I memecoin analyst yet Wallet A (6UwbdZPRdzni53qdfRNwjM3qcbuv9Hggx3ADrqB2QnGa) bought 12M $fwog between 22nd Aug and [--] Aug. Wallet A sent 12M tokens (now worth $2.4M) to Wallet B (F1rruZALLd2CBZComfaxBd6xkBbm3ezFBUfpeLj1yCt6) Wallet B sent 10M tokens to Wallet C (6UwbdZPRdzni53qdfRNwjM3qcbuv9Hggx3ADrqB2QnGa). Wallet C has been dumping every day. 70% sold for $1.2M and has 30% left worth $600k all this and price is up. Bullish"
X Link 2024-10-17T08:59Z [----] followers, [---] engagements

"@ayyyeandy way fewer ppl than you would expect to be excited tho. bullish. Jito vibes"
X Link 2024-10-22T07:33Z [----] followers, [---] engagements

"@akshat_hk @matthuang is on the board of Stripe and was brought on to do just this. https://stripe.com/in/newsroom/news/matt-huang-joins-stripe-board https://stripe.com/in/newsroom/news/matt-huang-joins-stripe-board"
X Link 2024-10-22T08:09Z [----] followers, [--] engagements

"to be honest I was not farming at all. Just using the product when I wanted to trade perps I couldn't elsewhere onchain. In hindsighted had I farmed probably could have racked up 3-5x more pts but regardless most of the outsized airdrops have come when i wasn't actively farming"
X Link 2024-10-22T09:27Z [----] followers, [--] engagements

"Time is a Flat circle. It can't only be me that sees that we are back to some form of (3 3) but for AI memes. Thanks to @daosdotfun autonomous ai memecoin funds can be launched with tokens and speculators can now value the ai fund token based on its treasury and apply a premium based on its growth trading success etc. Wild $degenai $ai16z"
X Link 2024-10-27T07:06Z [----] followers, [----] engagements

"I think to build a good app using it must be easy and cheap. Solana and L2s both provide for this at a proven maturity level along with some distribution. As your app evolves and you become more aware of what ur users need you can move to wherever suits those needs best. Choosing a chain isnt like choosing a religion contrary to what most people in the space will say"
X Link 2024-11-01T08:12Z [----] followers, [--] engagements

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