#  @MapleLeafCap MapleLeafCap MapleLeafCap posts on X about token, web3, crypto, defi the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::955870293179944961/interactions)  - [--] Week [------] -89% - [--] Month [---------] +4,430% - [--] Months [---------] +265% - [--] Year [---------] +17% ### Mentions: [--] [#](/creator/twitter::955870293179944961/posts_active)  - [--] Week [--] -3.60% - [--] Month [--] +513% - [--] Months [---] +20% - [--] Year [---] +12% ### Followers: [------] [#](/creator/twitter::955870293179944961/followers)  - [--] Week [------] +0.22% - [--] Month [------] +1.50% - [--] Months [------] +2.20% - [--] Year [------] +3.40% ### CreatorRank: [---------] [#](/creator/twitter::955870293179944961/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [exchanges](/list/exchanges) [currencies](/list/currencies) [countries](/list/countries) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) **Social topic influence** [token](/topic/token), [web3](/topic/web3), [crypto](/topic/crypto), [defi](/topic/defi), [ai](/topic/ai), [in the](/topic/in-the), [market](/topic/market), [china](/topic/china), [sol](/topic/sol), [if you](/topic/if-you) **Top accounts mentioned or mentioned by** [@bidclubio](/creator/undefined) [@stepnofficial](/creator/undefined) [@foliusventures](/creator/undefined) [@matr1xofficial](/creator/undefined) [@0xaikodai](/creator/undefined) [@gasheroofficial](/creator/undefined) [@sleeplessailab](/creator/undefined) [@scrollzkp](/creator/undefined) [@jambotechnology](/creator/undefined) [@kaitoai](/creator/undefined) [@ethenalabs](/creator/undefined) [@kd2moon](/creator/undefined) [@chrislulu816](/creator/undefined) [@mablejiang](/creator/undefined) [@fslweb3](/creator/undefined) [@ryzztv](/creator/undefined) [@myshellai](/creator/undefined) [@0xspotlight](/creator/undefined) [@chainbasehq](/creator/undefined) [@debankdefi](/creator/undefined) **Top assets mentioned** [PumpBTC (Governance token) (PUMP)](/topic/$pump) [MATH (MATH)](/topic/$math) [Hyperliquid (HYPE)](/topic/$hype) [Aave (AAVE)](/topic/$aave) [Bitcoin (BTC)](/topic/bitcoin) [Ethena (ENA)](/topic/$ena) [Coinbase Global Inc. (COIN)](/topic/coinbase) [GreenPower Motor Company Inc. (GP)](/topic/$gp) [Blur (BLUR)](/topic/$blur) [GMT (GMT)](/topic/$gmt) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Uniswap (UNI)](/topic/$uni) [Algorand (ALGO)](/topic/$algo) [Solana (SOL)](/topic/solana) [SUSHI (SUSHI)](/topic/$sushi) [Pump.fun (PUMP)](/topic/pumpfun) [Bonk (BONK)](/topic/$bonk) [yearn.finance (YFI)](/topic/$yfi) [Layerzero (ZRO)](/topic/$zro) [Synthetix (SNX)](/topic/$snx) [Terra (LUNA)](/topic/$luna) [Polkadot (DOT)](/topic/$dot) [BNB (BNB)](/topic/$bnb) ### Top Social Posts Top posts by engagements in the last [--] hours "(0) In a time of heavy mark-to-market losses its important to remember that:" [X Link](https://x.com/MapleLeafCap/status/1027225653387636737) 2018-08-08T16:10Z 46.3K followers, [--] engagements "(1) A poor funding environment creates significant barrier of entry for another infrastructure chain especially something similar to EOS which requires meaningful token decentralization during distribution. This allows EOS to continue to pull ahead as the team executes" [X Link](https://x.com/MapleLeafCap/status/1027225708513423360) 2018-08-08T16:11Z 46.3K followers, [--] engagements "0. This will be a thread about the DAPP token by I am not paid by the team and dont own any DAPP token as for now all opinions are my own and participate in the ICO / purchase in the secondary market at your own risk: https://www.liquidapps.io/auction http://Liquidapps.io https://www.liquidapps.io/auction http://Liquidapps.io" [X Link](https://x.com/MapleLeafCap/status/1101901590779244544) 2019-03-02T17:46Z 46.3K followers, [--] engagements "(0) $LEOs token economics remain one of the most interesting (and bullish) out there in the market today. At [--] Bn run-rate monthly traded volume 0.3% take-rate and 27% towards buyback this translates to roughly [---] mm / yr towards token burn. @zhaodong1982 @zhusu" [X Link](https://x.com/anyuser/status/1138103832515362823) 2019-06-10T15:21Z 49.5K followers, [---] engagements "Bought some $TALGO @ $0.37 avg cost at I think $ALGO is going to $0.2 - [---] / token in the next 1-2 months. So this put @ $2.16 strike can probably make 5x in returns. Market was pricing it at effectively [--] implied vol. @DoveyWan http://hoo.com https://t.co/nrl1vUkTfH $2.16 strike 1-year EU put now broken out as $TALGO priced at 65% implied vol. Can't wait for more options to be realized via ring-fenced dutch-auctions through this platform.maybe I have a shot of getting myself some higher strike puts @ lower implied http://hoo.com https://t.co/nrl1vUkTfH $2.16 strike 1-year EU put now broken" [X Link](https://x.com/MapleLeafCap/status/1143003866348367872) 2019-06-24T03:52Z 48.2K followers, [--] engagements "Which $200 mm USD floated mkt cap $ALT should I be digging into next Serious fundamental / catalyst-driven ideas only not interested in charts. $SNX $REN Other - comment + why $KLAY $SNX $REN Other - comment + why $KLAY" [X Link](https://x.com/MapleLeafCap/status/1200912379334316033) 2019-11-30T22:59Z 46.3K followers, [--] engagements "Seems pretty clear that it'd be $SNX. The token as the equity tranche to power a ring-fenced DEX of all assets is a fascinating one especially w/ now ETH liability and eventually other tokens on top (on negative & positive carry). Which $200 mm USD floated mkt cap $ALT should I be digging into next Serious fundamental / catalyst-driven ideas only not interested in charts. Which $200 mm USD floated mkt cap $ALT should I be digging into next Serious fundamental / catalyst-driven ideas only not interested in charts" [X Link](https://x.com/MapleLeafCap/status/1203432767477944320) 2019-12-07T21:55Z 46.3K followers, [--] engagements "It seems to me EIP1559 turns ETH from water to oil with a nascent petrochemical infrastructure (defi) to power the 1st tangible real-life use-case of low-cost permissionless point-to-point noncustodial USD transfer" [X Link](https://x.com/MapleLeafCap/status/1264296621547888642) 2020-05-23T20:46Z 46.3K followers, [--] engagements "Week 3: $GIFTO $YOU $AXEL $SGNLS: lol scam $AERGO: BlockGo / Samsung coin not sure what it does but not sure what value accrues $UNTP: Another layer [--] Meh $DEC: Looks like exch coin but scammy $WABI: loyalty pt for their e-comm platform but it's China so probably lol Week 2: $XHV: privacy native currency likely worthless $QRL: a better BTC likely wont gain traction $ITC $POLIS $DAPS: lol scam $Propy: token for registry service likely worthless $NMC: token paid to register name pretty niche stuff Week 2: $XHV: privacy native currency likely worthless $QRL: a better BTC likely wont gain" [X Link](https://x.com/MapleLeafCap/status/1274831143980994561) 2020-06-21T22:26Z 48.1K followers, [--] engagements "$TLOS: $EOS fork w/ governance where's adoption $AST: locked for liquidity seeker when doing OTC swaps sir when value-capture To-do list $PNK: Kleros as decentralized court - stake PNK for arbitration fee. Kind of like Aragon This is a maybe but track for adoption" [X Link](https://x.com/MapleLeafCap/status/1274831483178541058) 2020-06-21T22:28Z 47.2K followers, [--] engagements "(3) A well-designed well-maintained L1 token protocol should track industry growth. Stakeholder base may matter more given need of iterations and outsized return in Layer-1 would prompt replacements despite potential security boost & price inelasticity thanks to robust demand" [X Link](https://x.com/MapleLeafCap/status/1279526502279806978) 2020-07-04T21:24Z 46.3K followers, [--] engagements "(4) Of the #DeFi ecosystem today we envision AMM and lending protocols to merge overtime. Winners could be ephemeral so we would prefer to avoid tokens with overhang such as $COMP $BAL and $CRV (if high valuation)" [X Link](https://x.com/MapleLeafCap/status/1279526503139684353) 2020-07-04T21:24Z 46.3K followers, [--] engagements "(8) Breakthrough of Blockchain-native fiat (USDT USDC Dai DCEP Libra etc ) could spell trouble to sovereignty of most non-tier [--] nations similar to colonization of 17-19th centuries a harder currency retards the weaker nations ability to tax outright or via inflation" [X Link](https://x.com/MapleLeafCap/status/1279526506822279168) 2020-07-04T21:24Z 46.3K followers, [--] engagements "25 - while 300-500 mm for ETH #DeFi became the norm $LUNA seems like a no-brainer diversification play not just on valuation alone but also on geographic region approach to problem and perhaps sheerly being overlooked by the entire #DeFi mafia of China & the west alike" [X Link](https://x.com/MapleLeafCap/status/1287395056379465730) 2020-07-26T14:31Z 46.3K followers, [--] engagements "Interesting idea. Upon tipping point of large slippage utilize borrowing to fill orders. Official white paper released https://t.co/EsEXeuqq6e Here comes BlackHoleSwap the #superfluid #aquaponics #liquidityblackhole AMM people are looking for. Official white paper released https://t.co/EsEXeuqq6e Here comes BlackHoleSwap the #superfluid #aquaponics #liquidityblackhole AMM people are looking for" [X Link](https://x.com/MapleLeafCap/status/1290483990646804480) 2020-08-04T03:05Z 46.3K followers, [--] engagements "@AndreCronjeTech @bftzhang @HughKarp @CurveFinance @iearnfinance @renprotocol @NexusMutual" [X Link](https://x.com/MapleLeafCap/status/1295104873634115591) 2020-08-16T21:07Z 46.3K followers, [--] engagements "Shill me your favorite $DOT ecosystem #DeFi coins with a 1-liners on what it does / why you like it" [X Link](https://x.com/MapleLeafCap/status/1298475724433764360) 2020-08-26T04:21Z 48.5K followers, [---] engagements "I'll start with a few that I think I need to look at this weekend. $OM $KLU $EDG $Acala (which I'm not getting an invite to.) $XOR" [X Link](https://x.com/MapleLeafCap/status/1298476191045869568) 2020-08-26T04:23Z 48.5K followers, [--] engagements "👀👀👀 While you are busy with $SUSHI 🐣DODO is launching its first DODO Carnival incentive programs dubbed "Grey Parrot" 🦜 Find out about liquidity mining trading rewards airdrops and more #JustDODOIt #DeFi https://t.co/SCmbcoKtHM 🐣DODO is launching its first DODO Carnival incentive programs dubbed "Grey Parrot" 🦜 Find out about liquidity mining trading rewards airdrops and more #JustDODOIt #DeFi https://t.co/SCmbcoKtHM" [X Link](https://x.com/MapleLeafCap/status/1300479566465716225) 2020-08-31T17:04Z 46.3K followers, [--] engagements "@SwerveFinance @bantg @santiagoroel @iam__vance @kaiynne" [X Link](https://x.com/MapleLeafCap/status/1303140844728393733) 2020-09-08T01:19Z 46.3K followers, [--] engagements "Hot $UNI takes - Initial reaction is dump $UNI into your favorite token across (long best DEFI coins) - 2nd reaction is long ETH as alts take-profit + buy to farm $UNI. - 3rd reaction is ETH based farms likely higher yield given ETH goes to $UNI pool (percent & pickle to name 2)" [X Link](https://x.com/anyuser/status/1306403367363772417) 2020-09-17T01:23Z 49.5K followers, [---] engagements "You tell me what the Fed Mnuchin and the stimulus / fiscal policy is gonna do I can tell you with high certainty where crypto is gonna go in the short-term. It's all one trade on the short time horizon ser stop looking at the lines" [X Link](https://x.com/MapleLeafCap/status/1309559598228148226) 2020-09-25T18:25Z 46.3K followers, [--] engagements "@toptickcrypto Thanks on $BOT. Any good threads I can read up on I have mixed feelings on $CREAM. Slippage w/ the swaps is really rough lending is neat but I wonder when until peers like $AAVE adopt the collateral set. I do want a degen $MKR tho" [X Link](https://x.com/MapleLeafCap/status/1310381152579063808) 2020-09-28T00:49Z 47.9K followers, [--] engagements "@Jakeminlim @neobilli @BreederDodo Folks have their eyes on this for sure. Smart scientists in China have bots searching for this contract well in advance. Dont blame the player blame the game ;)" [X Link](https://x.com/MapleLeafCap/status/1310932297810575360) 2020-09-29T13:19Z 46.3K followers, [--] engagements "Congrats on the smooth launch. Road to scaling & delivering PMF is long & hard (lol) filled with problems along the way (make no mistake a ton of it w/ $DODO today) but team might just have the grit to make it happen. Likely a tweet storm on $DODO & AMM at large this weekend. DODO-USDT trading pair is now live on https://t.co/C3PpQKzlSn. Join Initial DODO Offering with [--] transaction fee and customized slippage. #IDO $DODO token address0x43dfc4159d86f3a37a5a4b3d4580b888ad7d4ddd Good luck #JustDODOIt https://t.co/e5O7JU2bf6 DODO-USDT trading pair is now live on https://t.co/C3PpQKzlSn. Join" [X Link](https://x.com/MapleLeafCap/status/1310976346382897152) 2020-09-29T16:14Z 46.3K followers, [--] engagements "How I feel after $SQ bought some BTC after $MSTR did" [X Link](https://x.com/MapleLeafCap/status/1314299241070821376) 2020-10-08T20:18Z 46.3K followers, [--] engagements "The real question is when everyone inevitably dumps his/her $FIL for sweet gains where are those profits flowing to Fiat Majors (BTC ETH etc) Other (reply to specify) DeFi Fiat Majors (BTC ETH etc) Other (reply to specify) DeFi" [X Link](https://x.com/MapleLeafCap/status/1316770614892474370) 2020-10-15T15:59Z 46.3K followers, [--] engagements "Can the Chinese gov please crush $HT alongside $OKB too so (a) they'd have to buy BTC to ensure partial reserve situation doesn't surface (b) cripple futures trading such that spot-futures manipulation (stop-hunting) renders mute and (b) shift pricing power further to the west" [X Link](https://x.com/MapleLeafCap/status/1321124329778798594) 2020-10-27T16:19Z 46.3K followers, [--] engagements "CT I need your help would love to know if there's any mistakes / omissions of names / relationships on this picture -- especially glaring mistakes. Good answers will get my NFT if I ever issue one lol 333" [X Link](https://x.com/anyuser/status/1335378938592452609) 2020-12-06T00:22Z 49.5K followers, [---] engagements "Continue to like the pace at which the @BreederDodo team iterates + take user feedbacks. Looking forward to v2.0 with more features. A few additional thoughts on how AMM+ may evolve in the next [--] months: 📢 DODO v1.5 is now live Now with SmartTrade and a complete UI/UX redesign We hope you like it 🥳 🎄Check out: https://t.co/eEaB6W8WZ3 👈 Full details: https://t.co/JWyfqbPLA3 #justDODOit #wehavearrived 📢 DODO v1.5 is now live Now with SmartTrade and a complete UI/UX redesign We hope you like it 🥳 🎄Check out: https://t.co/eEaB6W8WZ3 👈 Full details: https://t.co/JWyfqbPLA3 #justDODOit" [X Link](https://x.com/MapleLeafCap/status/1342167149477957632) 2020-12-24T17:55Z 46.3K followers, [--] engagements "Haiku : an ode to the hungry degen Some yearn for more Uni is just a type of sushi Sushi is generally longer than 1inch Have what you may for the yammy diet I think however rice and fish is better than just carbs" [X Link](https://x.com/MapleLeafCap/status/1347278349614383108) 2021-01-07T20:26Z 46.3K followers, [--] engagements "(0) Im a little #drunj so heres a belated 2021-2025 prediction. It becomes much easier to predict 5-10 years out vs. the next year so apologies for the cop-out. I think the outcome would be bifurcated" [X Link](https://x.com/MapleLeafCap/status/1349223453283540993) 2021-01-13T05:15Z 46.3K followers, [---] engagements "(1) Libra equivalent / ETH [---] + L2 / Polkadot set off the flywheel of infrastructure prompting application improvements and vice versa whereby ecosystems and stacks compete for capital and talent. I personally bias towards open permissionless blockchains" [X Link](https://x.com/MapleLeafCap/status/1349223714202791938) 2021-01-13T05:16Z 46.3K followers, [--] engagements "Funny comment when catching up with a friend at another fund: "$DOT is $EOS where the team actually tries". Touche" [X Link](https://x.com/anyuser/status/1349914600305786882) 2021-01-15T03:01Z 49.5K followers, [---] engagements "By the way $DOT does seem to harbor a lot of promises when it comes to technical specs elegant design choices and community buy-in. This is more of a friendly banter ;) I think friendly competition is a good thing for the entire ecosystem" [X Link](https://x.com/MapleLeafCap/status/1349915055215816706) 2021-01-15T03:03Z 46.3K followers, [--] engagements "I wonder how this'd look once CRV and SNX share the same L2 instance that sinks gas + oracle fee / latency. Technically this is also just 1-hop away from REN/RUNE crossing the chains (assuming the bridge touches L2). Super interesting" [X Link](https://x.com/MapleLeafCap/status/1350245421092896768) 2021-01-16T00:56Z 46.3K followers, [--] engagements "Next pts of differentiation around (a) more pairs onboarding + being the go-to for best degen bets (b) linking closer to exchanges (c) L2 adoption when makes-sense (d) broadening liquidity product set when makes-sense and (e) cross-chain + CeDeFi stuff when necessary" [X Link](https://x.com/MapleLeafCap/status/1354650278205792260) 2021-01-28T04:39Z 46.3K followers, [--] engagements "It's never easy being a fast-follower even harder when working to differentiate / topple the king. $UNI / $SUSHI / $1INCH is a welcoming force within AMM + Agg with other competitors at the tail working to catch up. I'm biased bit can't wait to see what $DODO v2 brings" [X Link](https://x.com/MapleLeafCap/status/1354650645811384322) 2021-01-28T04:40Z 46.3K followers, [--] engagements "$FTT as direct beneficiary. $SNX + $MIR for synesthetic trading of underlying. Hearing reports that the suits are doing everything they can to save themselves from financial ruin https://t.co/IZaVvFoTVY Hearing reports that the suits are doing everything they can to save themselves from financial ruin https://t.co/IZaVvFoTVY" [X Link](https://x.com/MapleLeafCap/status/1354814666363473920) 2021-01-28T15:32Z 46.3K followers, [--] engagements "$Badger 's retro-distro method + 's scoring on on-chain / snapshot based profiling + UMA's pending oracle-based KPI-tracking for projects get us closer and closer to v0.2 of stakeholder selection & governance. http://atomic.blue http://atomic.blue" [X Link](https://x.com/MapleLeafCap/status/1360218794627637248) 2021-02-12T13:26Z 46.3K followers, [--] engagements "Wen u see Dapper Labs proj and $AXS chadding but sleeping on $ILV 👀 I didn't think it would come to this but I've been teased way too much by Mr. Former semi-benevolent dictator of @synthetix_io. @kaiynnee Retweet this and I make it to 1K followers by 6pm Sat UTC I'll reward a random follower [---] ILV. I didn't think it would come to this but I've been teased way too much by Mr. Former semi-benevolent dictator of @synthetix_io. @kaiynnee Retweet this and I make it to 1K followers by 6pm Sat UTC I'll reward a random follower [---] ILV" [X Link](https://x.com/MapleLeafCap/status/1360607374545989647) 2021-02-13T15:10Z 46.3K followers, [--] engagements "0 - The coverage on the DODOnomics is over-due. So here it is. The TVL is low (and intentionally so optimized for volume going through platform). As the marathon continues into multi-platform (BSC DOT etc) and multi-vertical I continue to have high hopes for the $DODO team. 🥁 Drum roll please folks. @BreederDodo is extremely proud to release our 'DODOnomics' 🔥 All you need to know about the $DODO token is now out You don't want to miss this one 👀 👉 https://t.co/14CwBhhTWk 🥚🐣🐥🚀 #justDODOit #v2 #DODOnomics 🥁 Drum roll please folks. @BreederDodo is extremely proud to release our" [X Link](https://x.com/MapleLeafCap/status/1360800027657064450) 2021-02-14T03:56Z 46.3K followers, [---] engagements "How $NFTX financialized NFTs is rather clever. Wrapping ERC-721 into divisible ERC-20 tokens is basically issuing NFT-backed-tokens (similar to ABS) which can interact with broader #DeFi ecosystem. Price of said ERC-20 represents a rough median market-clearing px of underlying" [X Link](https://x.com/anyuser/status/1361740294044196875) 2021-02-16T18:12Z 49.5K followers, [---] engagements "Aping shitcoin is cool but have you aped Gitcoin grants" [X Link](https://x.com/MapleLeafCap/status/1371556618664607746) 2021-03-15T20:19Z 46.3K followers, [--] engagements "Presented without comments ahead of the $COIN listing when compared to a small subset of exchange tokens / DEX's out there. Am I making any glaring errors (TVL / Volume / Fee / token data are all eyeballed)" [X Link](https://x.com/anyuser/status/1380320691573100551) 2021-04-09T00:44Z 49.5K followers, [---] engagements "There's @SablierHQ and there's @Superfluid_HQ but is there anyone else out there creating a product for tokenizing ERC20 vesting-schedule as a service If you are working on it definitely let me know. For one @SolvFinance by @myan_tokengeek is taking a crack at it. Our first product the #ICMarket is live on our TestNet 🥳 Try it out here: https://t.co/HOLHVqLzhJ If you need test tokens please join our Telegram community: https://t.co/HgYiagYGEe. Early applicants will get a surprise reward 😉 $SOLV Our first product the #ICMarket is live on our TestNet 🥳 Try it out here:" [X Link](https://x.com/MapleLeafCap/status/1380930892336627720) 2021-04-10T17:09Z 46.3K followers, [--] engagements "Out of curiosity I mapped out $QUICK and it actually looks.cheap Assuming $MATIC momentum continues on-boarding other protocols $QUICK could pull what $CAKE pulled for $BNB. $QUICK-$MATIC yielding 100% trading fee + 50-70% $QUICK inflation reward" [X Link](https://x.com/anyuser/status/1386897402393731072) 2021-04-27T04:18Z 49.5K followers, [---] engagements "A new player had entered the Asset Manager DAO game 👀. Looking forward to the continuous evolution of incentive / decision-making mechanisms in this space. The cat is out of the bag Or shall we say the genies are out of the magic lamp a thread🧵 The cat is out of the bag Or shall we say the genies are out of the magic lamp a thread🧵" [X Link](https://x.com/MapleLeafCap/status/1400100800353931266) 2021-06-02T14:43Z 46.3K followers, [--] engagements "Tokens but with intrinsic (metadata warehouse: variables jpeg signature) and extrinsic (gated access preferred terms direct value-capture voting etc) value. gm" [X Link](https://x.com/MapleLeafCap/status/1433050287736954885) 2021-09-01T12:53Z 46.3K followers, [--] engagements "What gives $AGLD legitimacy aside from it being 1st w/ largest market cap Genuine Q. Seems a gaming Co. airdropping its well-designed AXS:SLP-equivalent to LOOT / mLOOT community w/ clean incorporate / roadmap / real game could win community over Why can't there be many DAOs" [X Link](https://x.com/MapleLeafCap/status/1434419063699107842) 2021-09-05T07:32Z 46.3K followers, [--] engagements "Been noodling on this Bybit $BIT token for some time. Haven't formed a strong view yet but I think it might be the cheapest trailing FDV / stakeholder rev. project in the exchange sector today. @QuirkyQwerty_ had a good post about it a week back: https://x.com/QuirkyQwerty_/status/1439033203243716611 Its been slightly over a month since BitDAO raised almost $400M via a public sale (Dutch auction) of its BIT token on MISO. Today BIT trades at $16.5bn FDV. Heres a quick comparison between BIT and FTT which currently trades at $23bn FDV. 🧵1/x https://t.co/nZIlBt9KpJ" [X Link](https://x.com/MapleLeafCap/status/1441667403113328646) 2021-09-25T07:34Z 46.3K followers, [--] engagements "To put it in context the CEX clears $8-10 Bn of futures volume / day on its gross fee of [--] bps translates to almost 2.5-3 mm of cash (50% of gross fee) going directly into Bitdao treasury / day almost $1 Bn / year. The treasury already has $500+ mm ETH/USD + $4 Bn of BIT" [X Link](https://x.com/MapleLeafCap/status/1441667407056019459) 2021-09-25T07:34Z 48.6K followers, [--] engagements "In TradFi speak $BIT = stonk at 15-20x P/FCF w/ a bal sht of [---] mm cash & can use its [--] Bn $BIT to do deals. [--] thing to note is that while gross fees is [--] bps after rebate / ref disc etc net-fee could be 2.5-3.5 bps: Bybit is flowing most of its gross profit to Bitdao" [X Link](https://x.com/MapleLeafCap/status/1441667409555845130) 2021-09-25T07:34Z 48.6K followers, [--] engagements "@tbr90 @RariCapital Dumb question what happens if the sOHM lender into the pool borrows at max LTV (40-75%) and never intends to pay it back Would that be effectively dumping at a big but manageable discount" [X Link](https://x.com/MapleLeafCap/status/1448870973470482433) 2021-10-15T04:38Z 46.3K followers, [--] engagements "16 This is part of the reason why @FoliusVentures got involved as a founding community member of @ParagonsDao along with @paradigm @hiFramework and many others. We feel that this is one of the best ways to identify and capture alpha in @parallelNFT. https://x.com/ParagonsDAO/status/1467383456724185089 We did a medium post thingy. https://t.co/9aghdnZZGD https://x.com/ParagonsDAO/status/1467383456724185089 We did a medium post thingy. https://t.co/9aghdnZZGD" [X Link](https://x.com/MapleLeafCap/status/1467493397166313472) 2021-12-05T13:57Z 46.3K followers, [--] engagements "Btw seems we'll get: -Encapsulated on-chain hist (@ProjectGalaxyHQ) -Richer analytics (@__spectral) -Social graph (@CyberConnectHQ) -Flow & index of streams (@ceramicnetwork + @rss3_ ) -Web3 Office (@ethsign) -Onchain kyc/aml (@violetprotocol) .all ready in next [--] months Verifying my Web3 identity on @cyberconnecthq: #LetsCyberConnect https://t.co/HqGrmBBl7g sig:0x332d9244ac63cfa287ab7b728345272e7694598766d9e91a78602fbfd140f3a21a43417e8787973ed810e8b53ad6109b761636651aa8a5c04681254a63b81e141b Verifying my Web3 identity on @cyberconnecthq: #LetsCyberConnect https://t.co/HqGrmBBl7g" [X Link](https://x.com/MapleLeafCap/status/1475735069541416968) 2021-12-28T07:47Z 46.3K followers, [---] engagements "9 - additionally its clear that a global + local social feature NFT achievements and fiat on/off-ramp all alongside sponsorships should be on roadmap. If they can nail all these without economics breaking Im rather hopeful of the app reaching [--] mm+ DAU" [X Link](https://x.com/MapleLeafCap/status/1484142177349697538) 2022-01-20T12:34Z 46.3K followers, [--] engagements "10 Personally if STEPN does reach critical user count (say 100k+ DAU) it would start to become a powerful tool for user / customer acquisition for any web2+web3 projects. Token / NFT airdrops will go where the users are. Biz dev optionality is trojan-horsed in" [X Link](https://x.com/MapleLeafCap/status/1484142179677503491) 2022-01-20T12:34Z 46.3K followers, [--] engagements "11 Theres still a lot of work to be done obviously but we are very excited to work w/ the team especially around tokenomics design. Super open to feedback + biz-dev opportunities. If youd like a ref code or have awesome ideas please dm" [X Link](https://x.com/MapleLeafCap/status/1484142181921488910) 2022-01-20T12:34Z 46.3K followers, [--] engagements "12 btw @mable_jiang Im just saying your in-game progress is a bit soft compared to mine. better stepn up 3" [X Link](https://x.com/MapleLeafCap/status/1484142184316424195) 2022-01-20T12:34Z 46.3K followers, [--] engagements "A quick aside Before Folius I wrote a personal angel check to @sherlockdefi after I met @jack__sanford in Gitcoin Kernel [--] the insurance idea drew heavy inspirations from the novel B2B all-inclusive design Sherlock is working on as a front-runner. 🙌 @MapleLeafCap left a lucrative career on wall street to go all in on crypto this year. We discussed [--] mega-trends and a few projects he's betting on. Here's a snippet where I asked him what's the most successful product in crypto and what he'd do to improve it. 👇 https://t.co/ChLaHFXeuj 🙌 @MapleLeafCap left a lucrative career on wall street to" [X Link](https://x.com/MapleLeafCap/status/1489461615041060865) 2022-02-04T04:51Z 46.3K followers, [--] engagements "You stepn up yet anon STEPN is the first #Web3 lifestyle app powered by @solana we are officially live on the apple iOS store as of today: https://t.co/mF8JdIu4ab STEPN is the first #Web3 lifestyle app powered by @solana we are officially live on the apple iOS store as of today: https://t.co/mF8JdIu4ab" [X Link](https://x.com/MapleLeafCap/status/1489820850169815043) 2022-02-05T04:39Z 46.3K followers, [--] engagements "0 As a continuum to our [--] ideas re: P2E design we have recently jumped in with @cradlesio in supporting @tyisart & teams efforts. The games polish aside we are all for the bold steps they took in tackling the (almost) unsolvable FX depreciation problem in P2E games. 🔥Let's ignite the crypto game market Come to Cradles and experience a brand new NFT world Fabulous scenery Perfect gaming experience First 3A MMORPG Open World let's say: Fun in Metaverse Join in Cradles 🦖🦖🦖 Discord: https://t.co/WOkvbWw7dC #NFTs #MetaVerse #GameFi https://t.co/MZIX3PNEzl 🔥Let's ignite the crypto game market" [X Link](https://x.com/MapleLeafCap/status/1497549158672048133) 2022-02-26T12:28Z 47.3K followers, [--] engagements "Is $TON the best way to go long Telegram doing Web3 stuff Or are there better ways to be long development progress there" [X Link](https://x.com/MapleLeafCap/status/1598140290899943426) 2022-12-01T02:21Z 46.3K followers, [--] engagements "If one is searching for local Asia narratives one can look at: - All the exchange coins (BNB OKX BGB BIT HT KCS etc) - Join @TianranZhang 's WeChat group(s) and tick through all the founders for mapping - Our private portfolio (which is 80%+ APAC founders)" [X Link](https://x.com/MapleLeafCap/status/1626759919260282881) 2023-02-18T01:46Z 46.3K followers, 19.4K engagements "Very good interview for all those who are interested in $BLUR thanks to Mable. [--] Q's for @PacmanBlur and @blur_io : - Upon eventual value-capture for $BLUR token how should I think about the alignment of interest amongst equity holder of Blur token-holder of Blur and the team itself - While w/ each season the $BLUR rewards users who contribute most to the platform the profile of these recipients evolve over time -- and sometimes they may no longer contribute to the fees / growth of the platform while still "rent-seeking" others effort via BLUR ownership. How do you think about aligning" [X Link](https://x.com/MapleLeafCap/status/1654403622984364032) 2023-05-05T08:32Z 46.3K followers, [----] engagements "(1) Astrology commands a [--] Bn mkt where [---] mm+ enthusiasts seek emotional support / guidance in sea of uncertainty. The sheer DAU scale that rivals the fitness industry (read: STEPN) is attractive too thx to evergreen demand impulse-driven spend & content-driven virality" [X Link](https://x.com/MapleLeafCap/status/1669316981743570946) 2023-06-15T12:12Z 44.2K followers, [--] engagements "$MKR is getting interesting 1st time ever: - 70-80 mm run-rate FCF subject to upside thx to the Fed idiosyncratic burn to be turned on; likely cheapest it has ever been. - Potential ponzi flywheel w/ Spark & ETHD and likely other protocols w/ metadao driving MKR + DAI demand" [X Link](https://x.com/MapleLeafCap/status/1677154101594050562) 2023-07-07T03:14Z 45.1K followers, 51K engagements "China's CPI now at 0% YoY entering into deflation territory. Maybe more QE soon" [X Link](https://x.com/MapleLeafCap/status/1678222910971052032) 2023-07-10T02:02Z 44.2K followers, [----] engagements "@everythingempt0 30%IAPStepnon-ramp" [X Link](https://x.com/MapleLeafCap/status/1678296934094868480) 2023-07-10T06:55Z 44.2K followers, [--] engagements "I subscribe to the liquidity drain aspect -- there is no upside AI driver like Nasdaq that pushes crypto beyond what Fed BS - RRP - TGA indicates I suppose my point is there's no reason for any tourist risk capital to chase either due to Fed sale + DOJ risk -- until Grayscale wins (hopefully) and after these risks crystalize all while Nasdaq takes a pause. Point taken though if liquidity worsens maybe crypto goes with it. That was my view prior to Blackrock throwing its hat in the ring -- around early May when liquidity peaked there was literally no reason to own crypto beta as the US regime" [X Link](https://x.com/MapleLeafCap/status/1684905680464154624) 2023-07-28T12:36Z 42.8K followers, [---] engagements "Hi @JSeyff thank you for your teams coverage on the string of events. Have you guys adjusted your grayscae odds at all If not - does that basically imply a roughly 90%+ chance of ETF approval on the back of a grayscale win" [X Link](https://x.com/MapleLeafCap/status/1686916662845681664) 2023-08-03T01:47Z 44.2K followers, [----] engagements "Dumb question but lets say if ETH Futures ETF works and BTC spot ETF works by virtue of Grayscale winning whats stopping ETH spot ETF from working citing these precedences @NorthRockLP @JSeyff" [X Link](https://x.com/MapleLeafCap/status/1687486198292619270) 2023-08-04T15:30Z 44.2K followers, 29K engagements "- Macro shock to risk assets (both positive and negative) - risk rotation from AI etc - DoJ shock - US gov dumping its corn - Grayscale any day paving way for ETF - ETH futures looking more likely - if ETF then grayscale potential dump - Halvening bois aping Yeah its gonna be a world of vol for crypto beta for sure in 2H23 given the messy confluence of factors. Smoll / micro cap with fundamentals should still perform tho. Best strat for crypto beta fwiw prob upside calls bot with treasury yield along with accumulator + DCA spot. Not investment advice" [X Link](https://x.com/MapleLeafCap/status/1689795899680247808) 2023-08-11T00:28Z 44.3K followers, [----] engagements "For all the fud circulating the NFT market I actually think $BLUR is buyable at some point -- with the framework being its team quality + remainder treasury + NFT coming back in diff. form enough to last it until the next bull while valuation based on hypothetical CEX take-rate + CEX multiple providing a floor" [X Link](https://x.com/MapleLeafCap/status/1693466278613385697) 2023-08-21T03:33Z 42K followers, 26K engagements "Whom on FT shares the most alfa re: Web3 microcap (20-100 mm FDV) & market beta Heard good things about @Evan_ss6 but want to buy a handful (5-10) please advise thanks CT 🙏" [X Link](https://x.com/MapleLeafCap/status/1699932762797662355) 2023-09-07T23:48Z 44.2K followers, 32.1K engagements "@0xBreadguy @HyperliquidX Honestly think an etf style might be a good idea. Something like index coop should soon up. I dont want the perp tbh. Price appreciation is unpredictable and funding sucks" [X Link](https://x.com/MapleLeafCap/status/1700702906142581218) 2023-09-10T02:49Z 44.2K followers, [---] engagements "We'd like to congratulate GRVT for raising its seed round from the likes of ABCDE Matrix China and Delphi Digital: Cofounded by a Ex-GS / Credit Suisse Exec and a senior engineer from Facebook Gravity is set out to build a sleuth of infra / piping with customer facing interface & services that make trading derivatives on-chain easier. Ideally speaking if an asset manager (like us) can trade within a KYC/AML ring-fence amongst market-makers (to access sizable liquidity) while retaining self-custody (low-cost + on-chain) with cross-margin features turned-on (crucial to anyone serious about" [X Link](https://x.com/MapleLeafCap/status/1701385249857663360) 2023-09-12T00:00Z 42.4K followers, [----] engagements "Fwiw I think VCooor is like ideal user of FT (myself included): typically egotistical and want to one up each other in price definitionally small circle / who knows who politics definitionally status seeking definitionally hype chasing and generally love to be pampered / put on a pedestal deal flow and Alfa and attention/access seeking. Talk about a better target" [X Link](https://x.com/MapleLeafCap/status/1701813006873895043) 2023-09-13T04:20Z 44.2K followers, 11.1K engagements "Ty Token2049 for giving me a 38.1C fever and a bad cough in preparation for the bounce 🙏🙏🙏" [X Link](https://x.com/MapleLeafCap/status/1703757679276257517) 2023-09-18T13:07Z 46.2K followers, [----] engagements "Personally bearish direct forks of FT given: - Hard to top airdrop expectation given Paradigm - Attention is scarce especially for top chads. Telegram/Discord/Twitter/FT is already a lot. Easy to end up w/ farmers which kills the vibe. - Social has inherent network effect that's hard to breach. That said healthy competition that forces @0xRacerAlt & team to ship faster is a good thing" [X Link](https://x.com/MapleLeafCap/status/1709568841171505292) 2023-10-04T13:59Z 44.2K followers, 21.1K engagements "Dumb question - between an ETF getting a Cusip to getting approval how many days does it usually take I read somewhere (dont quote me) that the bitcoins futures etf took like [--] days but wondering what the average is or if thats even accurate" [X Link](https://x.com/MapleLeafCap/status/1716722279630229625) 2023-10-24T07:44Z 41.9K followers, [----] engagements "btw this is probably as consensus as it goes amongst Web3 funds but: [--]. NFTs = $BLUR [--]. DEXs = $UNI [--]. Deriv DEXs = $DYDX but I'm eyeing $VRTX launch [--]. L2 = prob $ARB + $OP basket [--]. Gambling = $RLB [--]. AI = prob $AKT but we think Myshell when they have a token. [--]. DePin = dunno [--]. Oracle = $LINK [--]. Memes = $MEME but some would say $PEPE Not investment advice obviously just observation. If you HAD to pick [--] ticker for each vertical below what would they be - NFTs - Alt L1s - L2s - Deriv DEXs - AI - Gambling - DePin - Oracles - Memes If you HAD to pick [--] ticker for each vertical below what" [X Link](https://x.com/anyuser/status/1719920437415866527) 2023-11-02T03:32Z 49.5K followers, 45.7K engagements "What $MEME did is actually creating wealth effects for a bunch of NFT chads who also happen to be $BLUR S2 airdrop whales such PnL + rotation into buying more NFTs lifting $BLUR volume (and market share) may largely offset post Nov [--] tax-loss selling +help NFT volume bottom" [X Link](https://x.com/MapleLeafCap/status/1720758012258972002) 2023-11-04T11:00Z 44.2K followers, [----] engagements "Should have seen that coming but while I still hope for post S2 dump can now also see a case where $BLUR already bottomed especially with more feature / product launches" [X Link](https://x.com/MapleLeafCap/status/1720758349183189315) 2023-11-04T11:02Z 42.3K followers, [----] engagements "The flywheel in $GMT dictates that: - if Gas Hero is a success (pending Dec [--] launch) a lot of $GMT will be locked-up / staked (for meta game) and burned (for progression) - the beta in crypto + demand dynamic above driving GMT upward can hopefully offset inflationary pressure from Stepn itself - if $GMT were to go up thanks to this supply/demand shift economics on Stepn shoes will improve meaningfully driving shoe prices which drives GST prices (re: upgrades) - the wealth effect / big ROI with now cleaner fiat on/off-ramp should drive more 2C interest assuming team iterates the app further." [X Link](https://x.com/anyuser/status/1721005382221652264) 2023-11-05T03:23Z 49.5K followers, 274K engagements "@adriannewman21 You already know my answer. I think $GMT outperforms most in this category" [X Link](https://x.com/MapleLeafCap/status/1721008699412824417) 2023-11-05T03:37Z 42.2K followers, [---] engagements "I dunno man it seems like the equities market is grossly underpricing the earnings upside of mining company given the sizable tx fee uplift thanks to the emerging BTC L2 ecosystem. Buying a basket of miners may make sense but I haven't done much work there" [X Link](https://x.com/MapleLeafCap/status/1725021637828022325) 2023-11-16T05:23Z 44.2K followers, [----] engagements "Brought to you by a group that (a) drove sizable volume & traffic in Japan to the likes of Bybit / FTX / StepN & (b) experienced building top CEX(s) from [--] to [---]. This exchange will be a strategic asset for us & FSL excited to bring copy-trading / Upbit like degeneracy there" [X Link](https://x.com/MapleLeafCap/status/1726465854630658082) 2023-11-20T05:01Z 42.4K followers, 12.2K engagements "We are excited to lead the [--] mm A2 financing round for Matr1x which in our opinion can be one of the fastest horses in reaching sizable DAU as a Web3-enabled game as early as 1H24. For those interested heres a full deck on our thesis: Folius Matr1x Deck: - Right team right market: mobile FPS with sizable TAM (up to 500k [--] mm DAU which could place Matr1x at top of the Web3 list) built by seasoned team who executed similar franchise before. - Derisked product: Robust production value as shown in beta along with strong player feedback. We felt that the game possesses strong enough production" [X Link](https://x.com/anyuser/status/1727609233234112545) 2023-11-23T08:45Z 49.5K followers, 95.9K engagements "@aradtski It's enough but will be tight when you count (a) Web2 marketing cost and (b) the full build-out of other FPS products (like PUBGM). Also some good amount of cash for runway buffer in case FIRE fails" [X Link](https://x.com/MapleLeafCap/status/1727616765025456185) 2023-11-23T09:15Z 42.4K followers, [---] engagements "@madeira_to too kind. Love u king 😘" [X Link](https://x.com/MapleLeafCap/status/1727889054187008147) 2023-11-24T03:17Z 42.4K followers, [--] engagements "- $AEVO implied $Blast FDV at [----] Bn - Assuming 12% initial drop and 50% goes to bridgooor this is around [--] mm of airdrop value - Current Bridged TVL at [---] mm - 20% over [--] months or 40% annualized - Not counting $BLUR compensation to bridgooor yet. Am I running the math right" [X Link](https://x.com/MapleLeafCap/status/1727993189024571575) 2023-11-24T10:10Z 42.4K followers, 49.4K engagements "@nay_gmi It ain't much but it's some data" [X Link](https://x.com/MapleLeafCap/status/1727994826246037773) 2023-11-24T10:17Z 44.3K followers, [---] engagements "My current guess is $BLUR staker gets maybe 10-15% of $BLAST and 20% of S3 $BLUR Airdrop. Assuming S3 is like 150mm $BLUR tokens the implied [--] month yield is around 20% on $BLUR stakers also. Not bad tbh" [X Link](https://x.com/MapleLeafCap/status/1727997101559390683) 2023-11-24T10:26Z 44.2K followers, [----] engagements "Sodl my $TIA airdrop at $2.5 and now coping AMA" [X Link](https://x.com/MapleLeafCap/status/1731213243572727941) 2023-12-03T07:26Z 42.4K followers, 11.7K engagements "Have a feeling that we are gonna get a "I don't know what this is but I'm gonna get long this coin" month" [X Link](https://x.com/MapleLeafCap/status/1731505852228698611) 2023-12-04T02:48Z 42.4K followers, [----] engagements "Id think that folks who missed the BRC20 wave to start chasing periphery beta aside from working to onboard. Guesses would be: - ORDI because its on Binance - Rune because BTC swap - OKB because the go-to wallet What else Also think whoever allows ERC liquidity to be injected into BRC20 can get pretty rich pretty fast" [X Link](https://x.com/MapleLeafCap/status/1732260183861326213) 2023-12-06T04:46Z 42.4K followers, 13.1K engagements "Honestly the miner stonks feel like the 80-110-130 IQ chart: - Tourists long miner thinking it's BTC proxy and muh ETF but somehow clueless about the halving (shocking I know you'd be surprised). - HF bros who think they gud are short because "ETF priced in" + halving + these guys no longer have enough cash / leverage to upgrade their rigs. Fair thesis but. - Real chads are twapping knowing that Ordinals / BRC20 could be huge and could offset the halving negative. Also the survivor stonks have massive optionality to the upside if BTC really pumps and pumps" [X Link](https://x.com/MapleLeafCap/status/1732447675071819787) 2023-12-06T17:11Z 42.8K followers, [----] engagements "I think what's been missing in the ETH/BTC ratio discussion in the west (@NorthRockLP 's recent tweet is gud and summarizes) is that BTC gets another kicker of inflow via BRC20 / Ordinals. People actually ape this stuff and it's predominantly Asia especially China. My wechat groups are going nuts and none of my western frens are remotely aware what's going on. Alas infra for funds to ape is hard we are actively looking for ways to get exposure -- and it's hard because mints are tiny + custody is not there but the easiest thing (for western funds) aside from privates may be ERC20 exposure" [X Link](https://x.com/anyuser/status/1735475476536410451) 2023-12-15T01:42Z 49.5K followers, 128.2K engagements "I forgot but I think $ORDI and $SATS are like 30000x'ers it's life changing money and you see pics of bros who put in [---] RMB worked at construction sites for [--] months and walk away minted buying his family houses in tier-4 cities in China. These kind of story is what really kick-start fomo locally" [X Link](https://x.com/MapleLeafCap/status/1735476351183069396) 2023-12-15T01:46Z 42.9K followers, [----] engagements "I saw some of you found it and bought some before Christmas :) You are in tradfi and you missed the crypto move You are looking to put on risk in your PA You saw COIN / MARA / RIOT / CAN up big ytd and somehow you are missing the smallest cap Nasdaq exposure that's not exchange not mining and is the only exposure to Asia crypto You are in tradfi and you missed the crypto move You are looking to put on risk in your PA You saw COIN / MARA / RIOT / CAN up big ytd and somehow you are missing the smallest cap Nasdaq exposure that's not exchange not mining and is the only exposure to Asia crypto" [X Link](https://x.com/anyuser/status/1738805756491907165) 2023-12-24T06:16Z [--] followers, 14K engagements "We are jazzed about leading the latest round for @SleeplessAI_Lab . The virtual companion category is at a fascinating crossroads thanks to breakthrough in LLMs and Id argue its a team with the right background merging the best of Web3 & AI to enhance the virtual boyfriend/girlfriend/pet experience. - Sleepless team came from some of the most successful female-oriented game studios in China in handling [---] mm users & [--] mm DAU. Their previous startup also built dope art / MV & AV / marketing campaigns which means one can probably feel more confident about them having the right taste / ability" [X Link](https://x.com/anyuser/status/1739627501960515973) 2023-12-26T12:41Z [--] followers, 20K engagements "@SleeplessAI_Lab in-stealth - web2web2socialIP /web3Web3 - 600mn USDher AI LLM - AI + CryptoAI - Virtual BFUSDCDior+ AIUSDC- treasury yield - OTC E-commercewho cares - 0-1400mDAU1000wHighMVNFT - $AIAIsmart moneyAIdefigamefimemeAI - AIlol - ordi brc20 category fusionist gaming AIRitual MyshellDEX (Bittensor)AI-adjacent RNDR + low float + AI + ++ @digiaiapp viralityFDV7+1=8%RNDR + TAO10-20 BN FDVAI$AI - way better than fusionist/NFP - - NFT20" [X Link](https://x.com/MapleLeafCap/status/1739635863611736408) 2023-12-26T13:14Z 43K followers, [---] engagements "@SleeplessAI_Lab in-stealth - web2web2socialIP /web3Web3 - 600mn USDher AI LLM - AI + CryptoAI - Virtual BFUSDCDior+ AIUSDC- treasury yield - OTC E-commercewho cares - 0-1400mDAU1000wHighMVNFT - $AIAIsmart moneyAIdefigamefimemeAI - AIlol - ordi brc20 category fusionist gaming AIRitual MyshellDEX (Bittensor)AI-adjacent RNDR + low float + AI + ++ @digiaiapp viralityFDV7+1=8%RNDR + TAO10-20 BN FDVAI$AI - way better than fusionist/NFP - - NFT20" [X Link](https://x.com/MapleLeafCap/status/1739636243661770973) 2023-12-26T13:16Z 43K followers, [----] engagements "@26x14eth @ForestBai1" [X Link](https://x.com/MapleLeafCap/status/1739637329608966532) 2023-12-26T13:20Z 43K followers, [---] engagements "Time to pay attention especially if you are into Web3 gaming beta exposure. $GMT 🚀 Announcement from Find Satoshi Lab 🚀 🌟 Get Ready for a New Era of Gaming 🌟 We are thrilled to announce the official launch of Gas Hero a groundbreaking Web3 game that blends intricate strategy and vibrant social interactions in a dynamic virtual world. 📅 Mark Your https://t.co/7SUeaSaxkd 🚀 Announcement from Find Satoshi Lab 🚀 🌟 Get Ready for a New Era of Gaming 🌟 We are thrilled to announce the official launch of Gas Hero a groundbreaking Web3 game that blends intricate strategy and vibrant social" [X Link](https://x.com/MapleLeafCap/status/1739943214621053187) 2023-12-27T09:36Z 42K followers, [----] engagements "@gokunocool @hongshen6666 @Ryzz_TV BD" [X Link](https://x.com/MapleLeafCap/status/1739946697076490302) 2023-12-27T09:49Z 44.2K followers, [--] engagements "Its been 4-5 days since the Gas Hero (GH) launch and I now feel comfortable putting this out as reality matches my model I believe $GMT is reversing its historically poor emission dynamic (of 1-1.5 mm GMT sold per day) into net-sink imminently whereby every 10k DAU = 1-1.5 mm GMT locked up per day at current prices. And if Gas Hero were to trod the path towards 100k+ users + maintain current set of GH asset prices then the FSL ecosystem may be set to hit [--] mm GMT locked per day + relive the craze circa Mar-May [----] once again. High hopes for this new title and personally think the token can" [X Link](https://x.com/anyuser/status/1743821529832735148) 2024-01-07T02:27Z 49.5K followers, 235.2K engagements "Fengshui says dumpu until April then up only" [X Link](https://x.com/MapleLeafCap/status/1752896542653218966) 2024-02-01T03:27Z 44.3K followers, [----] engagements "Would like to extend a warm welcome to @KD2Moon in joining @FoliusVentures part-time working w/ Aiko & I. Looking forward to deep dd w/ Kenny on both deals & tokens while he pursues Masters degree at Yale after his internship stint at Sequoia China / HongShan. +++ our research" [X Link](https://x.com/MapleLeafCap/status/1755133797274968428) 2024-02-07T07:38Z 44.3K followers, [----] engagements "Utility token launch ✅ Game public alpha ✅ 50-100k DAU ✅ Points system for $MAX token 👀 Invite code: We are excited to lead the [--] mm A2 financing round for Matr1x which in our opinion can be one of the fastest horses in reaching sizable DAU as a Web3-enabled game as early as 1H24. For those interested heres a full deck on our thesis: Folius Matr1x Deck: https://t.co/95CF0cmA9I We are excited to lead the [--] mm A2 financing round for Matr1x which in our opinion can be one of the fastest horses in reaching sizable DAU as a Web3-enabled game as early as 1H24. For those interested heres a full" [X Link](https://x.com/MapleLeafCap/status/1755441477747142683) 2024-02-08T04:00Z 44.3K followers, [----] engagements "Happy Chinese New Year Also is ERC404 the catalyst we need to gigapump ETH - Cool / Clever concept itself that inspires - Western and Asian attention both over it unlike say SOL + BRC20 - Gas guzzler so big burn - So we could see a bunch of new ponzus happening on ETH burning gas + refocusing attention back to ETH all while ETF narrative resurfaces amidst strong BTC flow + Dencun & Eigen very soon" [X Link](https://x.com/MapleLeafCap/status/1755926701996155014) 2024-02-09T12:08Z 44.3K followers, [----] engagements "Digging through my wallets w/ $STRK 's pending 15Bn+ launch and found this puppy from [--] years ago when @Scroll_ZKP was raising their seed. Time flies. My guess is $SCR TGE will be Soon TM given recent events . brb doing more bridgooooor" [X Link](https://x.com/MapleLeafCap/status/1757990328093843641) 2024-02-15T04:48Z 45.1K followers, [----] engagements "Here's a micro-cap PA trade that's too small for our fund but could be neat for all of you degens: Think the $FIRE token by Matr1x is set to deliver outsized (3-5x) return in the short-order on low float and strong fundamentals behind the pending Matr1x Fire FPS shooter launch around March / April [----]. First a bit of background on what the business is. We wrote a thread + deck describing the business: In essence its a Tencent team building a high DAU mobile FPS product (typically 1-5 mm DAU). [--] years in shipping + [--] rounds of testing (last beta hitting 15k DAU & 4k peak concurrent user)" [X Link](https://x.com/MapleLeafCap/status/1758387732278390901) 2024-02-16T07:07Z 44.4K followers, 21.5K engagements "@Nino_gramsci21 Yes FDV altho I think the team will decrease the overall supply as we go along. It's on Polygon" [X Link](https://x.com/MapleLeafCap/status/1758698785180697066) 2024-02-17T03:44Z 44.4K followers, [---] engagements "I don't think people realize $VRTX has the chance to buck some of the hottest narrative yet intentionally or unintentionally. Might be the cleanest way to front-run $BLAST and $MNT induced-pumps (w/ hot parallelized EVM Perp "buzz word"). Tiny float given 50%+ staked. Cheap & $UNI fee switch induced further catalyst. Cool small cap play; VC selling & volume overhang exists" [X Link](https://x.com/MapleLeafCap/status/1761914721509540075) 2024-02-26T00:42Z 44.4K followers, [--] engagements "Think we could be on the verge of a BTC L2 pump as memecoins rotate a bit. US has $STX China has $ORDI $SATS $CKB Then theres some China L2 TGEs like Merlin with almost [--] Bn TVL that could drive some Asia induced fomo" [X Link](https://x.com/anyuser/status/1764496755708809388) 2024-03-04T03:43Z 49.5K followers, 61.6K engagements "Honestly tho circulating market cap / (eyeball * wallet share) is probably metric to use but their bosses may not get it. Few understand These guys are coming to bid your coins and the way to get them isn't threads on CT but long-form ctrl-p pdfs they can send to their boomer bosses via email with professional tradfi blurbs and don't forget the gud excel charts https://t.co/aD5nl3v8Pd Few understand These guys are coming to bid your coins and the way to get them isn't threads on CT but long-form ctrl-p pdfs they can send to their boomer bosses via email with professional tradfi blurbs and" [X Link](https://x.com/MapleLeafCap/status/1766715379131510970) 2024-03-10T06:39Z 44.5K followers, [----] engagements "Folius Web3 China Dev Report (2C App focused): EN: CN: If the APAC / China Web3 seed-stage 2C startup side of the world remains a mystery to you weve put something together to offer our observations. Many thanks to @Chrislulu816 and @KD2Moon for penning the report. [----] was the busiest year (especially in Q2 and Q4) for Folius private deal-making and through looking at 25-50 projects / week (mostly Chinese founders) weve noticed some marked patterns thats hard for our western friends to discern; namely: - We estimate a 15-20 mm total base of potential Chinese entrepreneurs which can distill" [X Link](https://x.com/anyuser/status/1768455845837500602) 2024-03-15T01:55Z 49.5K followers, 59.4K engagements "Aped $BOME $IQ50 $CFA $NVEDUA what else is good out there on SOL" [X Link](https://x.com/MapleLeafCap/status/1768845370036027824) 2024-03-16T03:42Z 44.7K followers, 39.1K engagements "One of the biggest cope this cycle Had coffee with @armaniferrante in Shanghai Did not buy mad lads at 2k Now thinking about aping after a 15x" [X Link](https://x.com/MapleLeafCap/status/1768898648661012591) 2024-03-16T07:14Z 44.6K followers, [----] engagements "In retrospect that was the top sorry wouldnt ape into memecoins anymore Added to $BOME and bot some $WHOREN because it's funny Added to $BOME and bot some $WHOREN because it's funny" [X Link](https://x.com/MapleLeafCap/status/1770324848960815175) 2024-03-20T05:41Z 44.7K followers, [----] engagements "Analyst [--] pitched the pm a token w/ stronk cashflow big burn thicc value capture and moon math ponzunomics Analyst [--] pitched the pm a token that's getting uplisted at big CEX soon solid whales backing & OTC w/ chad funds pending big CT campaign imminent Analyst [--] pitched the pm a token that's doing launchpad and pivoting to AI EVM Modular ZK L1/2/3 and big BD announcements soon PM nods patiently to all [--] and went out and bought the coin w/ the best chart that's breaking out" [X Link](https://x.com/MapleLeafCap/status/1770708507509346366) 2024-03-21T07:06Z 48K followers, 22.1K engagements "Calling all Web3 Pioneers to Build the AI Consumer Layer with Us This past year MyShell @myshell_ai hit major milestones: - Built a vibrant 1M+ user 500K creator community around our AI user creator platform; - Our AI team crushed it open-sourcing [--] models with more coming; https://t.co/DgeoIm1Dvf Calling all Web3 Pioneers to Build the AI Consumer Layer with Us This past year MyShell @myshell_ai hit major milestones: - Built a vibrant 1M+ user 500K creator community around our AI user creator platform; - Our AI team crushed it open-sourcing [--] models with more coming; https://t.co/DgeoIm1Dvf" [X Link](https://x.com/MapleLeafCap/status/1773228373449339339) 2024-03-28T05:59Z 44.7K followers, [----] engagements "Id like to extend a very warm welcome to @Chrislulu816 in joining Folius. Chris will be heading our APAC venture efforts with a previous tenure at Sequoia China and Redpoint China seeding consumer SaaS and Web3 startups. I cant think of a better partner to join forces with" [X Link](https://x.com/anyuser/status/1774612052499132440) 2024-04-01T01:37Z 49.5K followers, 36.9K engagements "By buysiders for buysiders. Looking forward to building a solid community =) Announcing BidClub's founding members. BidClub is a membership-based investment-idea sharing platform for longer-form theses around publicly-listed cryptocurrencies. Now in closed beta and looking for our next cohort of members. Hit us up and recommend someone. Bid Smarter. https://t.co/vm5ZrRqTCQ Announcing BidClub's founding members. BidClub is a membership-based investment-idea sharing platform for longer-form theses around publicly-listed cryptocurrencies. Now in closed beta and looking for our next cohort of" [X Link](https://x.com/MapleLeafCap/status/1775536848963854794) 2024-04-03T14:52Z 44.8K followers, [----] engagements "Folius is beyond excited to back @Akira_collector and @0xSpotlight that his team is building: - Teams deep expertise around CSGO / CS2 skin marketplace puts them at solid odds in share gain vs likes of Dmarket and even existing giants. - With a captive DAU a natural way to introduce Web2 skin traders / users to the broader Web3 asset ecosystem 1st case being @Matr1xOfficial and later being other Web3 shooter titles and beyond. - Significant know-how in gacha growth-hacking and gamification designs to acquire users and lift willingness to spend on platform - Insight & native connection in the" [X Link](https://x.com/MapleLeafCap/status/1776460496415428998) 2024-04-06T04:02Z 44.9K followers, 13.8K engagements "Nice esports event u got there @Matr1xOfficial" [X Link](https://x.com/MapleLeafCap/status/1777228029456253399) 2024-04-08T06:52Z 44.8K followers, [----] engagements "I kept pitching this stonk during HK conference and the token with the exact same ticker started pumping hard so I'm not really sure if I'm doing my job or not" [X Link](https://x.com/MapleLeafCap/status/1777903604546126011) 2024-04-10T03:37Z 44.8K followers, [----] engagements "Just landed in Dubai and still catching up w/ stuff from HK Web3 Festival haven't planned anything for the next [--] days what i do" [X Link](https://x.com/MapleLeafCap/status/1779984505824010400) 2024-04-15T21:25Z 44.8K followers, 15.2K engagements "Honestly barring risk of CZ and other existential stuff $BNB is not bad at all @ around the cheapest val vs. history (16x burn vs. 12x at 2H20). Allegedly slower growth now but also paying out 1-4% per week via launchpool (prob even better yield than ETH as best altcoin beta)" [X Link](https://x.com/MapleLeafCap/status/1782857444655264089) 2024-04-23T19:41Z 45.2K followers, [----] engagements "We also recently took a position in $MYTH and think the SOTP narrative could be interesting if the team can execute on: - Mobile Party Game capturing the big TAM via Blankos - 1p / 3p capture with broad US studios after NFL proving its uplift in revenue via marketplace - Gaming infra play narrative picking up steam and - "Fastest horse on DOT" narrative (similar to $TAO) There seems to be a clear path to hopefully 3-5x assuming the team executes on the SOTP roadmap above showing numbers (like Dune webpage notion like-for-like comps etc) and pulling an IMX while getting uplisted across major" [X Link](https://x.com/anyuser/status/1783929553225978060) 2024-04-26T18:42Z 49.5K followers, 28.4K engagements "Rabby going on the offense Sign transactions smoothly with Rabby Wallet even if your gas is not enough Get FREE GAS from Rabby Wallet ⛽ No extra clicks no extra time needed No extra risks safer than EIP3074 100% FREE Start enjoying smoother transactions with Rabby today https://t.co/QjkbajeozZ Sign transactions smoothly with Rabby Wallet even if your gas is not enough Get FREE GAS from Rabby Wallet ⛽ No extra clicks no extra time needed No extra risks safer than EIP3074 100% FREE Start enjoying smoother transactions with Rabby today https://t.co/QjkbajeozZ" [X Link](https://x.com/MapleLeafCap/status/1785581196300390768) 2024-05-01T08:05Z 44.8K followers, [----] engagements "😂270mm FDV SocialFT farcaster . 3-5social + gaming app shill@bidclubio @WeRich_" [X Link](https://x.com/MapleLeafCap/status/1787409929021895009) 2024-05-06T09:11Z 44.8K followers, [--] engagements "Seriously thinking about deploying [--] figs into What should I ape http://fantasy.top http://fantasy.top" [X Link](https://x.com/MapleLeafCap/status/1787742602680242248) 2024-05-07T07:13Z 44.8K followers, [----] engagements "As waves of 2C entertainment products hit the shore by this summer there's a trilemma to the founders that build them in juggling: [--] - Production quality [--] - Genius design around econ + web3 mechanism [--] - Innovation around gameplay / entertainment As a resource-constrained startup probably really hard to have all 3: - 1+2: Web [---] games that we backed a lot of - 2+3: The kick-ass Web3 money games u see today - 1+3 : that's sick but what are you doing in Web3 Top teams push the boundary on all [--] and hit [---] / 3; but often times teams have to pick 2/3. Anything that's [--] out of [--] is gonna sink" [X Link](https://x.com/MapleLeafCap/status/1788556512111333656) 2024-05-09T13:07Z 44.8K followers, [----] engagements "@_kaitoai expansion is going to be huge. few" [X Link](https://x.com/MapleLeafCap/status/1788571197149753366) 2024-05-09T14:06Z 44.8K followers, [---] engagements "- $BTC takes in more TradFi flow as yield topped + risk ATH + DXY down + oil down. - $SOL the consensus faster horse this cycle as beta play - $ETH rejection a real catalyst for people to look for Aug BlackRock. Price reaction key upon the May 23/24th news. Unclear to me $ETH meaningfully outperforms BTC + SOL even if there's a rotation to long ETH. More likely scenario probably $ETH sucking liquidity out of alts -- i.e. funds rotating out of ETH (i.e. cash) to ETH beta due to underperforming BTC and SOL now rotating back to ETH because ETH is moving. The alternative fund flow into BTC" [X Link](https://x.com/MapleLeafCap/status/1791658844583584021) 2024-05-18T02:35Z 44.8K followers, 13K engagements "The meta changed swiftly over the past [--] hours; the odds of ETH ETF went up meaningfully as per public rumors thereby negating the setup below. Leaning towards this being closer the Oct [--] Cointelegraph moment. Which means if ETH really starts running after Wed/Thur this week the entire space would have to sell everything else and chase. Could see a solid ETH Dom run followed by capital then flowing from ETH to ETH beta. - $BTC takes in more TradFi flow as yield topped + risk ATH + DXY down + oil down. - $SOL the consensus faster horse this cycle as beta play - $ETH rejection a real catalyst" [X Link](https://x.com/MapleLeafCap/status/1792757150667919509) 2024-05-21T03:19Z 44.8K followers, 14.2K engagements "Of your liquid book how long ETH & ETH beta are you" [X Link](https://x.com/MapleLeafCap/status/1793842978466988493) 2024-05-24T03:14Z 44.9K followers, [----] engagements "Time to pay attention. Today we launched STEPN GO the sequel to STEPN with a bigger ambition but what exactly is STEPN GO And how it differs to all others Web3 products A 🧵 Today we launched STEPN GO the sequel to STEPN with a bigger ambition but what exactly is STEPN GO And how it differs to all others Web3 products A 🧵" [X Link](https://x.com/MapleLeafCap/status/1794006230375268747) 2024-05-24T14:03Z 44.9K followers, [----] engagements "I think you guys shouldn't count out the possibility of ETH ETF potentially getting more flow than est. of15-20% BTC ETF AUM. Not a likely case but you may want to consider: - Equity market cap as a whole much larger than gold / bitcoin justification for business store of value. - Equity bros love to overanalyze complex stuff + things they can value + yield; it's intellectually more satisfying than "herp derp digital gold". I think non-zero chance wall-street thinks of ETH like a large-cap tech stonk and analyze / ape accordingly. Surprisingly it might be an easier thing to pitch internally" [X Link](https://x.com/anyuser/status/1794599676064501760) 2024-05-26T05:21Z 49.5K followers, 55K engagements "So if Tradfi bois want some $ETH exposure that's not $ETHE today would appear $COIN may be the best bet: - Let's put aside the [---] pivot that helps $COIN's overall legal risk + derisking alts on platform - ETH ETF custodianship - Probably a fat slice of staking & related service fees - BASE L2 which is really ETH levered beta - I think 20% of Tx fee is ETH-based probably 1.5-2x that if you count ETH-based alts. - BlackRock "tokenization" optionality Seems to me to be the best / easier way a tiger cub to express their bullish view on ETH / ETH ETF along with Trump win. Could see 400-500 bucks" [X Link](https://x.com/MapleLeafCap/status/1794976773219946648) 2024-05-27T06:19Z 45.1K followers, 17K engagements "@crypto_condom v. helpful ty; what's M&S" [X Link](https://x.com/MapleLeafCap/status/1794992624270733358) 2024-05-27T07:22Z 44.9K followers, [---] engagements "Is Gox the extra kick we need to rotate people from owning BTC as beta to ETH as beta I think you guys shouldn't count out the possibility of ETH ETF potentially getting more flow than est. of15-20% BTC ETF AUM. Not a likely case but you may want to consider: - Equity market cap as a whole much larger than gold / bitcoin justification for business store of I think you guys shouldn't count out the possibility of ETH ETF potentially getting more flow than est. of15-20% BTC ETF AUM. Not a likely case but you may want to consider: - Equity market cap as a whole much larger than gold / bitcoin" [X Link](https://x.com/MapleLeafCap/status/1795303989783023768) 2024-05-28T04:00Z 44.9K followers, [----] engagements "@ColdBloodShill A narrative is emerging as these miner farms could be AI chip farms also. Not sure its entirely bullish crypto" [X Link](https://x.com/MapleLeafCap/status/1803801222366826507) 2024-06-20T14:44Z 44.9K followers, [---] engagements "NICE @Stepnofficial" [X Link](https://x.com/MapleLeafCap/status/1803972784974106832) 2024-06-21T02:06Z 45K followers, [----] engagements "Wow @JamboTechnology" [X Link](https://x.com/anyuser/status/1804373125737418795) 2024-06-22T04:37Z 49.5K followers, 12.4K engagements "We are delighted to announce the promotion of @0xAikoDai to Venture Partner at Folius. Aiko has been a driving force behind our success bringing passion dedication and unparalleled expertise to our team. Her innovative vision and steadfast commitment have made a significant impact and we are excited to see her thrive in this new role. Congrats Aiko And many thanks to your hard work and achievements so far" [X Link](https://x.com/anyuser/status/1805238417732907252) 2024-06-24T13:55Z 49.5K followers, 55.1K engagements "Been talking about this for a while but it's time to give it a shot (if you are into mobile FPS). Servers will keep running from this point onward -- with eventual Web3 economics added once stable. Honestly think we are getting pretty close to solid Mobile 2C launches in 2H24. Collection Showcase Test is fully prepared iOS (FCFS) : https://t.co/3Ci45uUlSs Android (unlimited) : https://t.co/eFswlEGW5R Jump in NOW Reply with your fav screenshot in the new version https://t.co/yJQcopSlbl Collection Showcase Test is fully prepared iOS (FCFS) : https://t.co/3Ci45uUlSs Android (unlimited) :" [X Link](https://x.com/MapleLeafCap/status/1805631876176265480) 2024-06-25T15:59Z 45.1K followers, [----] engagements "I just claimed $BLAST from @BLUR_io's Season [--] airdrop. Season [--] starts today and it's powered by @BLAST_L2 The Fullstack Chain" [X Link](https://x.com/MapleLeafCap/status/1805991930955747454) 2024-06-26T15:50Z 45.1K followers, [----] engagements "Oh fuck this hits a bit too close to home thanks @fabianstelzer" [X Link](https://x.com/MapleLeafCap/status/1806226804442857701) 2024-06-27T07:23Z 45.1K followers, [----] engagements "The race to become the de-facto Steam / Animoca on $TON starts now and we like @CatizenAI as the current frontrunner. Read Folius Report here (EN): ---------- After spending time on Telegram x $TON its becoming clear to us that in the next 3-6 months a ton of (no pun intended) H5 mini-app devs are about to onboard & build out the ecosystem (already evident w/ clickers). We believe this app narrative is likely underappreciated by the broader $ETH / Base / $SOL CT cabal and as a result we are very likely going to see (a) new token playbooks on $TON similar to that of DeFi / NFT / VC-infra and" [X Link](https://x.com/anyuser/status/1806329767853273507) 2024-06-27T14:12Z 49.5K followers, 131.3K engagements "Just curious if you only own BTC ETF now or are receiving BTC from Gox when the ETH ETF launches what are you gonna do Sell some BTC to buy ETH Sell some BTC to cash Other - please comment Do nothing Sell some BTC to buy ETH Sell some BTC to cash Other - please comment Do nothing" [X Link](https://x.com/MapleLeafCap/status/1810567343946535024) 2024-07-09T06:51Z 45.2K followers, [----] engagements "#STUDY and for those looking my read: - Feb - Mar crypto outperformance vs. tradfi driven by ETF inflow - Since Mar crypto trades like levered Russell & GLD muted performance vs. Nasdaq - Underperformance really starts in early June when China / Gox / Germany / US gov BTC dumping is too much to handle. - With ETF ETF & BTC dumping subsiding + GLD & IWM pumping w/ rate cut induced rotation could imagine crypto especially ETH to follow maybe. A man can hope. Maybe crypto isn't pumping today while Nasdaq keeps making ATHs because anyone who's still left is too jaded and poor or too rich and kept" [X Link](https://x.com/MapleLeafCap/status/1811594166696312913) 2024-07-12T02:51Z 45.1K followers, 10K engagements "Worth paying attention to the new p**** at StepN Go" [X Link](https://x.com/MapleLeafCap/status/1815635491590635896) 2024-07-23T06:30Z 45.1K followers, [----] engagements "TGE pending. In case interested in $MAX def worth trying out the game and maybe take a look at the below. Congrats team. The real grind starts today. We are excited to lead the [--] mm A2 financing round for Matr1x which in our opinion can be one of the fastest horses in reaching sizable DAU as a Web3-enabled game as early as 1H24. For those interested heres a full deck on our thesis: Folius Matr1x Deck: https://t.co/95CF0cmA9I We are excited to lead the [--] mm A2 financing round for Matr1x which in our opinion can be one of the fastest horses in reaching sizable DAU as a Web3-enabled game as" [X Link](https://x.com/MapleLeafCap/status/1815948512921890821) 2024-07-24T03:13Z 45.3K followers, [----] engagements "When normies ask me what altcoins to buy: (Fill in the blank)" [X Link](https://x.com/MapleLeafCap/status/1824128356427895264) 2024-08-15T16:57Z 46.3K followers, [----] engagements "@NamikMuduroglu RIP for those who pulled out too early from generational wealth" [X Link](https://x.com/MapleLeafCap/status/1826621840200269975) 2024-08-22T14:05Z 46.3K followers, [---] engagements "I gotta say the 1000x pod by @jvb_xyz and @AviFelman is the most consistently plugged-in and thoughtful liquid market commentary I find today. Usually excited when I see it drop and save it for my hourly jog =) Full episode out now While crypto is rangebound there's still tons of opportunity We discuss: - https://t.co/FZvTICPJKR & memes - The L1 trade - Pair trading: BNB/BTC - TeraWulf BTC miners & AI - L2s are cannibalizing ETH - Macro tailwinds for BTC & more https://t.co/MwdOTN5ljj Full episode out now While crypto is rangebound there's still tons of opportunity We discuss: -" [X Link](https://x.com/MapleLeafCap/status/1826845546428174809) 2024-08-23T04:54Z 46.3K followers, [----] engagements "The flywheel on Catizen being the fastest horse on Telegram continues to spin faster: its 1st Play2Airdrop release in Game Center is out -- Bombie Game Link: You may not be aware but a minigame named Xun Dao Da Qian ( XDDQ here-on) had been topping the charts for [--] months now on WeChat as the top-grossing game. Its success wasn't by chance: - Proven category: bypassing the combat phase and focusing on treasure-hunting and gacha openings. Players seem to like the dopamine hits & such category takes up 40% of hits on Wechat minigames. - Global appeal: XDDQ's overseas version is called Xiao Yao" [X Link](https://x.com/MapleLeafCap/status/1829036269680341106) 2024-08-29T06:00Z 46.3K followers, 29K engagements "@huntersolaire_ I don't have the figures from the company; but my estimate is it's probably 80-90% of dollars spent is for airdrop-farming. Re: player base I'd assume it's probably similar" [X Link](https://x.com/MapleLeafCap/status/1829049618593919481) 2024-08-29T06:53Z 46.3K followers, [---] engagements "@roger9949 Valid. $AAVE indeed interesting @Arthur_0x been pitching. Think Pump / lottery needs even more aggressive distribution but I like that business. Just think it's gonna be influx w/ a ton of different variations. Unsure if it's gonna look the same in [--] months" [X Link](https://x.com/MapleLeafCap/status/1830878050059460916) 2024-09-03T07:58Z 46.3K followers, [---] engagements "@Larry_007__ Why one over the other What makes one competitive when liquidity and market maker are both outsourced" [X Link](https://x.com/MapleLeafCap/status/1830892971702862155) 2024-09-03T08:57Z 46.3K followers, [---] engagements "$GGT the utility token now live. - Need to burn shoe to replenish energy so econ model a bit more sustainable. - Each shoe burned = [--] energy - Currently at level [--] I get 22-25 GGT per [--] energy session (10 min). So [--] minutes / day = 140-150 USD. - Shoes cost about 2k USD currently. Round [--] begins now. Watch this space. https://dexscreener.com/polygon/0x4d9865903e0590d27130b6ccc50b17b4c7221a71 https://dexscreener.com/polygon/0x4d9865903e0590d27130b6ccc50b17b4c7221a71 🚨 Announcement 🚨 STEPN GO Beta will go live in [--] hour with the following new features: 🔹 Marketplace 🔹 GGT token contract" [X Link](https://x.com/MapleLeafCap/status/1831523855032287407) 2024-09-05T02:44Z 46.3K followers, [----] engagements "While you are glued to the screen for NFP I made $160 bucks walking for [--] minutes ahhh Im stepniiiiiing (again" [X Link](https://x.com/MapleLeafCap/status/1832034603160535127) 2024-09-06T12:34Z 46.2K followers, [----] engagements "@reffoPuffpaw @NamikMuduroglu wen" [X Link](https://x.com/MapleLeafCap/status/1832313340921795039) 2024-09-07T07:01Z 46.3K followers, [--] engagements "It's quite early still and u probably got burned being late [--] .5 years ago but would be worth paying attention to StepN Go by @Stepnofficial. Think some really clever design tweaks that can make it last longer / more viral as an experiment: - $GGT is effectively the new $GST marginal cost of production is no longer [--] -- but the cost of a shoe (i.e. burn shoe to replenish energy) - While overtime the energy-replenishment cost is 35% (for grey shoes) and similar to repair in StepN [---] this cost is (a) up-front and (b) sunk -- so as users organically grow the need to acquire capital good +" [X Link](https://x.com/MapleLeafCap/status/1833043543528784215) 2024-09-09T07:23Z 46.3K followers, 16K engagements "@suji_yan @wisdant" [X Link](https://x.com/MapleLeafCap/status/1833907548791230939) 2024-09-11T16:36Z 46.3K followers, [---] engagements "Updated metrics: - [--] mm total paying users / [--] mm registered users. - [--] mm USD revenue ytd new game added 100k USD easily the past few weeks. - [--] mm+ DAU currently. The path forward seems pretty straightforward: - More solid H5 titles - more revenue & new token airdrops to $CATI stakers - more value-accrual to $CATI - more traffic - more solid H5 titles. Get to 10-25 mm DAU + [---] mm USD revenue asap. - When TG is ready for it leverage the traffic to launch other high-ARPU 2C products (either 1P or 3P such as livestreaming e-commerce etc) start ecosystem fund and go hard signing up top" [X Link](https://x.com/MapleLeafCap/status/1834152946826969487) 2024-09-12T08:51Z 46.3K followers, [----] engagements "Marks the beginning of the next phase of its journey. Congrats to the @PlutoVisionLabs / @CatizenAI team. Introducing @CatizenAI $CATI on #Binance Launchpool. Read more 👉 https://t.co/Ey2T5jGgSn https://t.co/bmEUuKIJrL Introducing @CatizenAI $CATI on #Binance Launchpool. Read more 👉 https://t.co/Ey2T5jGgSn https://t.co/bmEUuKIJrL" [X Link](https://x.com/MapleLeafCap/status/1834577443849728353) 2024-09-13T12:58Z 46.3K followers, [----] engagements "@Stepnofficial what the fuck is going on in Singapore https://t.co/gnekTjWizj what the fuck is going on in Singapore https://t.co/gnekTjWizj" [X Link](https://x.com/MapleLeafCap/status/1836300945581576542) 2024-09-18T07:07Z 46.3K followers, [---] engagements "If latency cost on/off ramp and access to onchain & OTC liquidity / good targets all became optimal whats the defensibility of a trading dex app (like an Onchain Binance) and what helps it keep its market share when they are effectively glorified front ends" [X Link](https://x.com/MapleLeafCap/status/1840063053230116972) 2024-09-28T16:16Z 46.3K followers, [----] engagements "@ahboyash What's the poop2earn proj called" [X Link](https://x.com/MapleLeafCap/status/1840750391581110469) 2024-09-30T13:47Z 46.3K followers, [---] engagements "What's the best place to pull USDT:CNY P2P premium/discount historically" [X Link](https://x.com/MapleLeafCap/status/1840769544971018246) 2024-09-30T15:03Z 46.3K followers, [----] engagements "Unsure how much it matters but think worth tracking: -now may swing to a discount as Chinese dump their shitcoins for USDT pile into RMB & ape into A-shares and later on - .turn to a premium as folks dump their A-share profit into USDT offshore & potentially ape crypto. What's the best place to pull USDT:CNY P2P premium/discount historically What's the best place to pull USDT:CNY P2P premium/discount historically" [X Link](https://x.com/MapleLeafCap/status/1840776749891866945) 2024-09-30T15:32Z 46.3K followers, [----] engagements "@keyahayek This one" [X Link](https://x.com/MapleLeafCap/status/1840781385528906226) 2024-09-30T15:50Z 46.2K followers, [---] engagements "@0xBreadguy Am at Jeju and bought a Kodak jacket & a Kodak fleece. Feels like a more stylish / street Patagonia" [X Link](https://x.com/MapleLeafCap/status/1844040053926019324) 2024-10-09T15:39Z 46.3K followers, [---] engagements "I could be wrong but I wonder if it was folks like Kerrisdale and other US HFs blowing out of the pair trade last couple of days leading to CB discount + MSTR rip (and not US government dumping silk road coins) GM. We're short $MSTR and long bitcoin. Report avail at https://t.co/XDg6uAJDRa. Crypto trades often get carried away and $MSTR is no exception. The BTC price implied in $MSTR shares is now over $177k an unjustifiable 2.6x the spot price of BTC. (1/6) GM. We're short $MSTR and long bitcoin. Report avail at https://t.co/XDg6uAJDRa. Crypto trades often get carried away and $MSTR is no" [X Link](https://x.com/MapleLeafCap/status/1844979397201461733) 2024-10-12T05:52Z 46.2K followers, [----] engagements "@0xcryptowizard +" [X Link](https://x.com/MapleLeafCap/status/1845294592478020081) 2024-10-13T02:44Z 46.1K followers, [--] engagements "@RealJonahBlake @fableborne @immortalrising2 @CityVerseTycoon @PartyIconsOGX @farawaygg @EverMoon_nft @RagmonNFT @TakedownLegends @Matr1xOfficial fun mobile FPS (similar to CSGO a bit like standoff 2). Asia-only appstore atm tho" [X Link](https://x.com/MapleLeafCap/status/1845985370346791238) 2024-10-15T00:29Z 46.2K followers, [---] engagements "@RealJonahBlake Not to the same production quality (hard to compete w/ [--] figs) but I like what @Matr1xOfficial is doing in Asia" [X Link](https://x.com/MapleLeafCap/status/1845985861113913581) 2024-10-15T00:31Z 46.2K followers, [---] engagements "Nice eigen mega zu mega drop #1 https://t.co/NcPfdK6dF7 eigen mega zu mega drop #1 https://t.co/NcPfdK6dF7" [X Link](https://x.com/MapleLeafCap/status/1846582897467162973) 2024-10-16T16:04Z 46.3K followers, [----] engagements "Wealth-enhanced entertainment" [X Link](https://x.com/MapleLeafCap/status/1846803363905560721) 2024-10-17T06:40Z 48.5K followers, [----] engagements "@c0xswain @BananaGunBot nice - u may enjoy these [--] as well: https://www.bidclub.io/posts/clwj5s1q10001atj7kv8977fj https://www.bidclub.io/posts/cm1zzwvl20008459a5mgr4ylt https://www.bidclub.io/posts/clwj5s1q10001atj7kv8977fj https://www.bidclub.io/posts/cm1zzwvl20008459a5mgr4ylt" [X Link](https://x.com/MapleLeafCap/status/1846924146711654560) 2024-10-17T14:40Z 46.3K followers, [---] engagements "Im as midcurve as it gets re: meme tokens but I bought some $GOAT because I find its virgin birth as the 1st AI designed memecoin infinitely fascinating and imagination-evoking. I cant recall another meme that I got converted like this in the past 1-2 years Do with this information what you will. I could see Web2 VCs feel the same way after finding out" [X Link](https://x.com/anyuser/status/1847272381175251314) 2024-10-18T13:43Z 49.5K followers, 61.9K engagements "@CharlieSandor Its certainly not AI generated which dampened its appeal a bit; but the a16z connection is too good. Probably worth aping the next one with the strongest consensus where an AI actually creates a coin via smart contracts" [X Link](https://x.com/MapleLeafCap/status/1847276154694058332) 2024-10-18T13:58Z 48.5K followers, [----] engagements "Hear me out here: Have AI create tokens Have the same AI run cash flow businesses (like shilling ref links) Then have AI dividend tokenholders and/or buy back like that token is a real stock Hows the SEC gonna go after something like this at all" [X Link](https://x.com/MapleLeafCap/status/1847339381591593446) 2024-10-18T18:10Z 48.5K followers, [----] engagements "@erickpinos See I didn't even know that. Supposedly this one got loud enough to cross the rubicon for the time-being" [X Link](https://x.com/MapleLeafCap/status/1847433458437804251) 2024-10-19T00:23Z 48.5K followers, [---] engagements "@JasonYanowitz Any good targets you think I'm thinking the likes of stablecoin folks (Paxos etc) KYx (Elliptic + Chainalysis etc) Custodian stuff (Bitgo / fireblocks / anchorage etc)" [X Link](https://x.com/MapleLeafCap/status/1848401923730509907) 2024-10-21T16:32Z 46.3K followers, [---] engagements "@peterschroederr @artemis__xyz @WSPNpayment" [X Link](https://x.com/MapleLeafCap/status/1848591907083182395) 2024-10-22T05:07Z 47.6K followers, [--] engagements "@figure31_ @truth_terminal I guess AI-inspired + a16z actually shilling it hard. The 1st to gather enough mindshare as a cool story reaches escape velocity to be the consensus amongst dreamers" [X Link](https://x.com/MapleLeafCap/status/1849009505843245091) 2024-10-23T08:46Z 46.3K followers, [--] engagements "So which one of these AI bots are gonna lurk in ACT discord and ape new AI coins that launch on Solana and launch its own token and allow people to LP while clipping 2&20 and dividend / buy back to its token holders like a gud stonk" [X Link](https://x.com/MapleLeafCap/status/1849284979563622756) 2024-10-24T03:01Z 48.5K followers, [----] engagements "Serious question -- why is $MSTR trading at such a big premium currently and what's gonna stop Saylor from dropping a bombshell on its conference call + come out with another fat slug of secondaries / converts to capture the premium & giga-twap BTC immediately right after" [X Link](https://x.com/MapleLeafCap/status/1850920325216879103) 2024-10-28T15:19Z 48.5K followers, [----] engagements "Wrote this $MATH thesis from a while back but thesis still valid after this 20-F. Still think it's significantly undervalued at [--] mm as the only listed Nasdaq-listed non-miner APAC crypto exposure: - Just reported #'s w/ [---] Bn of notional volume for [----] - [--] mm USD of topline revenue making them likely the largest exotic crypto deriv desk in Asia. Most haven't even heard of them given how low-key they are. We think they dominate this niche market. - 1-1.5 mm in EBIT is a lil short but think it's 2mm of front-loaded sales comm & bonus. Real run-rate bang-on @ [--] mm EBIT - [----] should be a" [X Link](https://x.com/MapleLeafCap/status/1852166294193492189) 2024-11-01T01:50Z 47.9K followers, [----] engagements "idk habibi this feels like a paradigm change that derisked crypto as an asset class and you smash buy on any dips until macro breaks" [X Link](https://x.com/MapleLeafCap/status/1854154198390341909) 2024-11-06T13:29Z 46.3K followers, 18.3K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MapleLeafCap MapleLeafCap
MapleLeafCap posts on X about token, web3, crypto, defi the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] -89%
- [--] Month [---------] +4,430%
- [--] Months [---------] +265%
- [--] Year [---------] +17%
Mentions: [--] #
- [--] Week [--] -3.60%
- [--] Month [--] +513%
- [--] Months [---] +20%
- [--] Year [---] +12%
Followers: [------] #
- [--] Week [------] +0.22%
- [--] Month [------] +1.50%
- [--] Months [------] +2.20%
- [--] Year [------] +3.40%
CreatorRank: [---------] #
Social Influence
Social category influence cryptocurrencies finance stocks technology brands exchanges currencies countries social networks automotive brands travel destinations
Social topic influence token, web3, crypto, defi, ai, in the, market, china, sol, if you
Top accounts mentioned or mentioned by @bidclubio @stepnofficial @foliusventures @matr1xofficial @0xaikodai @gasheroofficial @sleeplessailab @scrollzkp @jambotechnology @kaitoai @ethenalabs @kd2moon @chrislulu816 @mablejiang @fslweb3 @ryzztv @myshellai @0xspotlight @chainbasehq @debankdefi
Top assets mentioned PumpBTC (Governance token) (PUMP) MATH (MATH) Hyperliquid (HYPE) Aave (AAVE) Bitcoin (BTC) Ethena (ENA) Coinbase Global Inc. (COIN) GreenPower Motor Company Inc. (GP) Blur (BLUR) GMT (GMT) Robinhood Markets, Inc. (HOOD) Uniswap (UNI) Algorand (ALGO) Solana (SOL) SUSHI (SUSHI) Pump.fun (PUMP) Bonk (BONK) yearn.finance (YFI) Layerzero (ZRO) Synthetix (SNX) Terra (LUNA) Polkadot (DOT) BNB (BNB)
Top Social Posts
Top posts by engagements in the last [--] hours
"(0) In a time of heavy mark-to-market losses its important to remember that:"
X Link 2018-08-08T16:10Z 46.3K followers, [--] engagements
"(1) A poor funding environment creates significant barrier of entry for another infrastructure chain especially something similar to EOS which requires meaningful token decentralization during distribution. This allows EOS to continue to pull ahead as the team executes"
X Link 2018-08-08T16:11Z 46.3K followers, [--] engagements
"0. This will be a thread about the DAPP token by I am not paid by the team and dont own any DAPP token as for now all opinions are my own and participate in the ICO / purchase in the secondary market at your own risk: https://www.liquidapps.io/auction http://Liquidapps.io https://www.liquidapps.io/auction http://Liquidapps.io"
X Link 2019-03-02T17:46Z 46.3K followers, [--] engagements
"(0) $LEOs token economics remain one of the most interesting (and bullish) out there in the market today. At [--] Bn run-rate monthly traded volume 0.3% take-rate and 27% towards buyback this translates to roughly [---] mm / yr towards token burn. @zhaodong1982 @zhusu"
X Link 2019-06-10T15:21Z 49.5K followers, [---] engagements
"Bought some $TALGO @ $0.37 avg cost at I think $ALGO is going to $0.2 - [---] / token in the next 1-2 months. So this put @ $2.16 strike can probably make 5x in returns. Market was pricing it at effectively [--] implied vol. @DoveyWan http://hoo.com https://t.co/nrl1vUkTfH $2.16 strike 1-year EU put now broken out as $TALGO priced at 65% implied vol. Can't wait for more options to be realized via ring-fenced dutch-auctions through this platform.maybe I have a shot of getting myself some higher strike puts @ lower implied http://hoo.com https://t.co/nrl1vUkTfH $2.16 strike 1-year EU put now broken"
X Link 2019-06-24T03:52Z 48.2K followers, [--] engagements
"Which $200 mm USD floated mkt cap $ALT should I be digging into next Serious fundamental / catalyst-driven ideas only not interested in charts. $SNX $REN Other - comment + why $KLAY $SNX $REN Other - comment + why $KLAY"
X Link 2019-11-30T22:59Z 46.3K followers, [--] engagements
"Seems pretty clear that it'd be $SNX. The token as the equity tranche to power a ring-fenced DEX of all assets is a fascinating one especially w/ now ETH liability and eventually other tokens on top (on negative & positive carry). Which $200 mm USD floated mkt cap $ALT should I be digging into next Serious fundamental / catalyst-driven ideas only not interested in charts. Which $200 mm USD floated mkt cap $ALT should I be digging into next Serious fundamental / catalyst-driven ideas only not interested in charts"
X Link 2019-12-07T21:55Z 46.3K followers, [--] engagements
"It seems to me EIP1559 turns ETH from water to oil with a nascent petrochemical infrastructure (defi) to power the 1st tangible real-life use-case of low-cost permissionless point-to-point noncustodial USD transfer"
X Link 2020-05-23T20:46Z 46.3K followers, [--] engagements
"Week 3: $GIFTO $YOU $AXEL $SGNLS: lol scam $AERGO: BlockGo / Samsung coin not sure what it does but not sure what value accrues $UNTP: Another layer [--] Meh $DEC: Looks like exch coin but scammy $WABI: loyalty pt for their e-comm platform but it's China so probably lol Week 2: $XHV: privacy native currency likely worthless $QRL: a better BTC likely wont gain traction $ITC $POLIS $DAPS: lol scam $Propy: token for registry service likely worthless $NMC: token paid to register name pretty niche stuff Week 2: $XHV: privacy native currency likely worthless $QRL: a better BTC likely wont gain"
X Link 2020-06-21T22:26Z 48.1K followers, [--] engagements
"$TLOS: $EOS fork w/ governance where's adoption $AST: locked for liquidity seeker when doing OTC swaps sir when value-capture To-do list $PNK: Kleros as decentralized court - stake PNK for arbitration fee. Kind of like Aragon This is a maybe but track for adoption"
X Link 2020-06-21T22:28Z 47.2K followers, [--] engagements
"(3) A well-designed well-maintained L1 token protocol should track industry growth. Stakeholder base may matter more given need of iterations and outsized return in Layer-1 would prompt replacements despite potential security boost & price inelasticity thanks to robust demand"
X Link 2020-07-04T21:24Z 46.3K followers, [--] engagements
"(4) Of the #DeFi ecosystem today we envision AMM and lending protocols to merge overtime. Winners could be ephemeral so we would prefer to avoid tokens with overhang such as $COMP $BAL and $CRV (if high valuation)"
X Link 2020-07-04T21:24Z 46.3K followers, [--] engagements
"(8) Breakthrough of Blockchain-native fiat (USDT USDC Dai DCEP Libra etc ) could spell trouble to sovereignty of most non-tier [--] nations similar to colonization of 17-19th centuries a harder currency retards the weaker nations ability to tax outright or via inflation"
X Link 2020-07-04T21:24Z 46.3K followers, [--] engagements
"25 - while 300-500 mm for ETH #DeFi became the norm $LUNA seems like a no-brainer diversification play not just on valuation alone but also on geographic region approach to problem and perhaps sheerly being overlooked by the entire #DeFi mafia of China & the west alike"
X Link 2020-07-26T14:31Z 46.3K followers, [--] engagements
"Interesting idea. Upon tipping point of large slippage utilize borrowing to fill orders. Official white paper released https://t.co/EsEXeuqq6e Here comes BlackHoleSwap the #superfluid #aquaponics #liquidityblackhole AMM people are looking for. Official white paper released https://t.co/EsEXeuqq6e Here comes BlackHoleSwap the #superfluid #aquaponics #liquidityblackhole AMM people are looking for"
X Link 2020-08-04T03:05Z 46.3K followers, [--] engagements
"@AndreCronjeTech @bftzhang @HughKarp @CurveFinance @iearnfinance @renprotocol @NexusMutual"
X Link 2020-08-16T21:07Z 46.3K followers, [--] engagements
"Shill me your favorite $DOT ecosystem #DeFi coins with a 1-liners on what it does / why you like it"
X Link 2020-08-26T04:21Z 48.5K followers, [---] engagements
"I'll start with a few that I think I need to look at this weekend. $OM $KLU $EDG $Acala (which I'm not getting an invite to.) $XOR"
X Link 2020-08-26T04:23Z 48.5K followers, [--] engagements
"👀👀👀 While you are busy with $SUSHI 🐣DODO is launching its first DODO Carnival incentive programs dubbed "Grey Parrot" 🦜 Find out about liquidity mining trading rewards airdrops and more #JustDODOIt #DeFi https://t.co/SCmbcoKtHM 🐣DODO is launching its first DODO Carnival incentive programs dubbed "Grey Parrot" 🦜 Find out about liquidity mining trading rewards airdrops and more #JustDODOIt #DeFi https://t.co/SCmbcoKtHM"
X Link 2020-08-31T17:04Z 46.3K followers, [--] engagements
"@SwerveFinance @bantg @santiagoroel @iam__vance @kaiynne"
X Link 2020-09-08T01:19Z 46.3K followers, [--] engagements
"Hot $UNI takes - Initial reaction is dump $UNI into your favorite token across (long best DEFI coins) - 2nd reaction is long ETH as alts take-profit + buy to farm $UNI. - 3rd reaction is ETH based farms likely higher yield given ETH goes to $UNI pool (percent & pickle to name 2)"
X Link 2020-09-17T01:23Z 49.5K followers, [---] engagements
"You tell me what the Fed Mnuchin and the stimulus / fiscal policy is gonna do I can tell you with high certainty where crypto is gonna go in the short-term. It's all one trade on the short time horizon ser stop looking at the lines"
X Link 2020-09-25T18:25Z 46.3K followers, [--] engagements
"@toptickcrypto Thanks on $BOT. Any good threads I can read up on I have mixed feelings on $CREAM. Slippage w/ the swaps is really rough lending is neat but I wonder when until peers like $AAVE adopt the collateral set. I do want a degen $MKR tho"
X Link 2020-09-28T00:49Z 47.9K followers, [--] engagements
"@Jakeminlim @neobilli @BreederDodo Folks have their eyes on this for sure. Smart scientists in China have bots searching for this contract well in advance. Dont blame the player blame the game ;)"
X Link 2020-09-29T13:19Z 46.3K followers, [--] engagements
"Congrats on the smooth launch. Road to scaling & delivering PMF is long & hard (lol) filled with problems along the way (make no mistake a ton of it w/ $DODO today) but team might just have the grit to make it happen. Likely a tweet storm on $DODO & AMM at large this weekend. DODO-USDT trading pair is now live on https://t.co/C3PpQKzlSn. Join Initial DODO Offering with [--] transaction fee and customized slippage. #IDO $DODO token address0x43dfc4159d86f3a37a5a4b3d4580b888ad7d4ddd Good luck #JustDODOIt https://t.co/e5O7JU2bf6 DODO-USDT trading pair is now live on https://t.co/C3PpQKzlSn. Join"
X Link 2020-09-29T16:14Z 46.3K followers, [--] engagements
"How I feel after $SQ bought some BTC after $MSTR did"
X Link 2020-10-08T20:18Z 46.3K followers, [--] engagements
"The real question is when everyone inevitably dumps his/her $FIL for sweet gains where are those profits flowing to Fiat Majors (BTC ETH etc) Other (reply to specify) DeFi Fiat Majors (BTC ETH etc) Other (reply to specify) DeFi"
X Link 2020-10-15T15:59Z 46.3K followers, [--] engagements
"Can the Chinese gov please crush $HT alongside $OKB too so (a) they'd have to buy BTC to ensure partial reserve situation doesn't surface (b) cripple futures trading such that spot-futures manipulation (stop-hunting) renders mute and (b) shift pricing power further to the west"
X Link 2020-10-27T16:19Z 46.3K followers, [--] engagements
"CT I need your help would love to know if there's any mistakes / omissions of names / relationships on this picture -- especially glaring mistakes. Good answers will get my NFT if I ever issue one lol 333"
X Link 2020-12-06T00:22Z 49.5K followers, [---] engagements
"Continue to like the pace at which the @BreederDodo team iterates + take user feedbacks. Looking forward to v2.0 with more features. A few additional thoughts on how AMM+ may evolve in the next [--] months: 📢 DODO v1.5 is now live Now with SmartTrade and a complete UI/UX redesign We hope you like it 🥳 🎄Check out: https://t.co/eEaB6W8WZ3 👈 Full details: https://t.co/JWyfqbPLA3 #justDODOit #wehavearrived 📢 DODO v1.5 is now live Now with SmartTrade and a complete UI/UX redesign We hope you like it 🥳 🎄Check out: https://t.co/eEaB6W8WZ3 👈 Full details: https://t.co/JWyfqbPLA3 #justDODOit"
X Link 2020-12-24T17:55Z 46.3K followers, [--] engagements
"Haiku : an ode to the hungry degen Some yearn for more Uni is just a type of sushi Sushi is generally longer than 1inch Have what you may for the yammy diet I think however rice and fish is better than just carbs"
X Link 2021-01-07T20:26Z 46.3K followers, [--] engagements
"(0) Im a little #drunj so heres a belated 2021-2025 prediction. It becomes much easier to predict 5-10 years out vs. the next year so apologies for the cop-out. I think the outcome would be bifurcated"
X Link 2021-01-13T05:15Z 46.3K followers, [---] engagements
"(1) Libra equivalent / ETH [---] + L2 / Polkadot set off the flywheel of infrastructure prompting application improvements and vice versa whereby ecosystems and stacks compete for capital and talent. I personally bias towards open permissionless blockchains"
X Link 2021-01-13T05:16Z 46.3K followers, [--] engagements
"Funny comment when catching up with a friend at another fund: "$DOT is $EOS where the team actually tries". Touche"
X Link 2021-01-15T03:01Z 49.5K followers, [---] engagements
"By the way $DOT does seem to harbor a lot of promises when it comes to technical specs elegant design choices and community buy-in. This is more of a friendly banter ;) I think friendly competition is a good thing for the entire ecosystem"
X Link 2021-01-15T03:03Z 46.3K followers, [--] engagements
"I wonder how this'd look once CRV and SNX share the same L2 instance that sinks gas + oracle fee / latency. Technically this is also just 1-hop away from REN/RUNE crossing the chains (assuming the bridge touches L2). Super interesting"
X Link 2021-01-16T00:56Z 46.3K followers, [--] engagements
"Next pts of differentiation around (a) more pairs onboarding + being the go-to for best degen bets (b) linking closer to exchanges (c) L2 adoption when makes-sense (d) broadening liquidity product set when makes-sense and (e) cross-chain + CeDeFi stuff when necessary"
X Link 2021-01-28T04:39Z 46.3K followers, [--] engagements
"It's never easy being a fast-follower even harder when working to differentiate / topple the king. $UNI / $SUSHI / $1INCH is a welcoming force within AMM + Agg with other competitors at the tail working to catch up. I'm biased bit can't wait to see what $DODO v2 brings"
X Link 2021-01-28T04:40Z 46.3K followers, [--] engagements
"$FTT as direct beneficiary. $SNX + $MIR for synesthetic trading of underlying. Hearing reports that the suits are doing everything they can to save themselves from financial ruin https://t.co/IZaVvFoTVY Hearing reports that the suits are doing everything they can to save themselves from financial ruin https://t.co/IZaVvFoTVY"
X Link 2021-01-28T15:32Z 46.3K followers, [--] engagements
"$Badger 's retro-distro method + 's scoring on on-chain / snapshot based profiling + UMA's pending oracle-based KPI-tracking for projects get us closer and closer to v0.2 of stakeholder selection & governance. http://atomic.blue http://atomic.blue"
X Link 2021-02-12T13:26Z 46.3K followers, [--] engagements
"Wen u see Dapper Labs proj and $AXS chadding but sleeping on $ILV 👀 I didn't think it would come to this but I've been teased way too much by Mr. Former semi-benevolent dictator of @synthetix_io. @kaiynnee Retweet this and I make it to 1K followers by 6pm Sat UTC I'll reward a random follower [---] ILV. I didn't think it would come to this but I've been teased way too much by Mr. Former semi-benevolent dictator of @synthetix_io. @kaiynnee Retweet this and I make it to 1K followers by 6pm Sat UTC I'll reward a random follower [---] ILV"
X Link 2021-02-13T15:10Z 46.3K followers, [--] engagements
"0 - The coverage on the DODOnomics is over-due. So here it is. The TVL is low (and intentionally so optimized for volume going through platform). As the marathon continues into multi-platform (BSC DOT etc) and multi-vertical I continue to have high hopes for the $DODO team. 🥁 Drum roll please folks. @BreederDodo is extremely proud to release our 'DODOnomics' 🔥 All you need to know about the $DODO token is now out You don't want to miss this one 👀 👉 https://t.co/14CwBhhTWk 🥚🐣🐥🚀 #justDODOit #v2 #DODOnomics 🥁 Drum roll please folks. @BreederDodo is extremely proud to release our"
X Link 2021-02-14T03:56Z 46.3K followers, [---] engagements
"How $NFTX financialized NFTs is rather clever. Wrapping ERC-721 into divisible ERC-20 tokens is basically issuing NFT-backed-tokens (similar to ABS) which can interact with broader #DeFi ecosystem. Price of said ERC-20 represents a rough median market-clearing px of underlying"
X Link 2021-02-16T18:12Z 49.5K followers, [---] engagements
"Aping shitcoin is cool but have you aped Gitcoin grants"
X Link 2021-03-15T20:19Z 46.3K followers, [--] engagements
"Presented without comments ahead of the $COIN listing when compared to a small subset of exchange tokens / DEX's out there. Am I making any glaring errors (TVL / Volume / Fee / token data are all eyeballed)"
X Link 2021-04-09T00:44Z 49.5K followers, [---] engagements
"There's @SablierHQ and there's @Superfluid_HQ but is there anyone else out there creating a product for tokenizing ERC20 vesting-schedule as a service If you are working on it definitely let me know. For one @SolvFinance by @myan_tokengeek is taking a crack at it. Our first product the #ICMarket is live on our TestNet 🥳 Try it out here: https://t.co/HOLHVqLzhJ If you need test tokens please join our Telegram community: https://t.co/HgYiagYGEe. Early applicants will get a surprise reward 😉 $SOLV Our first product the #ICMarket is live on our TestNet 🥳 Try it out here:"
X Link 2021-04-10T17:09Z 46.3K followers, [--] engagements
"Out of curiosity I mapped out $QUICK and it actually looks.cheap Assuming $MATIC momentum continues on-boarding other protocols $QUICK could pull what $CAKE pulled for $BNB. $QUICK-$MATIC yielding 100% trading fee + 50-70% $QUICK inflation reward"
X Link 2021-04-27T04:18Z 49.5K followers, [---] engagements
"A new player had entered the Asset Manager DAO game 👀. Looking forward to the continuous evolution of incentive / decision-making mechanisms in this space. The cat is out of the bag Or shall we say the genies are out of the magic lamp a thread🧵 The cat is out of the bag Or shall we say the genies are out of the magic lamp a thread🧵"
X Link 2021-06-02T14:43Z 46.3K followers, [--] engagements
"Tokens but with intrinsic (metadata warehouse: variables jpeg signature) and extrinsic (gated access preferred terms direct value-capture voting etc) value. gm"
X Link 2021-09-01T12:53Z 46.3K followers, [--] engagements
"What gives $AGLD legitimacy aside from it being 1st w/ largest market cap Genuine Q. Seems a gaming Co. airdropping its well-designed AXS:SLP-equivalent to LOOT / mLOOT community w/ clean incorporate / roadmap / real game could win community over Why can't there be many DAOs"
X Link 2021-09-05T07:32Z 46.3K followers, [--] engagements
"Been noodling on this Bybit $BIT token for some time. Haven't formed a strong view yet but I think it might be the cheapest trailing FDV / stakeholder rev. project in the exchange sector today. @QuirkyQwerty_ had a good post about it a week back: https://x.com/QuirkyQwerty_/status/1439033203243716611 Its been slightly over a month since BitDAO raised almost $400M via a public sale (Dutch auction) of its BIT token on MISO. Today BIT trades at $16.5bn FDV. Heres a quick comparison between BIT and FTT which currently trades at $23bn FDV. 🧵1/x https://t.co/nZIlBt9KpJ"
X Link 2021-09-25T07:34Z 46.3K followers, [--] engagements
"To put it in context the CEX clears $8-10 Bn of futures volume / day on its gross fee of [--] bps translates to almost 2.5-3 mm of cash (50% of gross fee) going directly into Bitdao treasury / day almost $1 Bn / year. The treasury already has $500+ mm ETH/USD + $4 Bn of BIT"
X Link 2021-09-25T07:34Z 48.6K followers, [--] engagements
"In TradFi speak $BIT = stonk at 15-20x P/FCF w/ a bal sht of [---] mm cash & can use its [--] Bn $BIT to do deals. [--] thing to note is that while gross fees is [--] bps after rebate / ref disc etc net-fee could be 2.5-3.5 bps: Bybit is flowing most of its gross profit to Bitdao"
X Link 2021-09-25T07:34Z 48.6K followers, [--] engagements
"@tbr90 @RariCapital Dumb question what happens if the sOHM lender into the pool borrows at max LTV (40-75%) and never intends to pay it back Would that be effectively dumping at a big but manageable discount"
X Link 2021-10-15T04:38Z 46.3K followers, [--] engagements
"16 This is part of the reason why @FoliusVentures got involved as a founding community member of @ParagonsDao along with @paradigm @hiFramework and many others. We feel that this is one of the best ways to identify and capture alpha in @parallelNFT. https://x.com/ParagonsDAO/status/1467383456724185089 We did a medium post thingy. https://t.co/9aghdnZZGD https://x.com/ParagonsDAO/status/1467383456724185089 We did a medium post thingy. https://t.co/9aghdnZZGD"
X Link 2021-12-05T13:57Z 46.3K followers, [--] engagements
"Btw seems we'll get: -Encapsulated on-chain hist (@ProjectGalaxyHQ) -Richer analytics (@_spectral) -Social graph (@CyberConnectHQ) -Flow & index of streams (@ceramicnetwork + @rss3 ) -Web3 Office (@ethsign) -Onchain kyc/aml (@violetprotocol) .all ready in next [--] months Verifying my Web3 identity on @cyberconnecthq: #LetsCyberConnect https://t.co/HqGrmBBl7g sig:0x332d9244ac63cfa287ab7b728345272e7694598766d9e91a78602fbfd140f3a21a43417e8787973ed810e8b53ad6109b761636651aa8a5c04681254a63b81e141b Verifying my Web3 identity on @cyberconnecthq: #LetsCyberConnect https://t.co/HqGrmBBl7g"
X Link 2021-12-28T07:47Z 46.3K followers, [---] engagements
"9 - additionally its clear that a global + local social feature NFT achievements and fiat on/off-ramp all alongside sponsorships should be on roadmap. If they can nail all these without economics breaking Im rather hopeful of the app reaching [--] mm+ DAU"
X Link 2022-01-20T12:34Z 46.3K followers, [--] engagements
"10 Personally if STEPN does reach critical user count (say 100k+ DAU) it would start to become a powerful tool for user / customer acquisition for any web2+web3 projects. Token / NFT airdrops will go where the users are. Biz dev optionality is trojan-horsed in"
X Link 2022-01-20T12:34Z 46.3K followers, [--] engagements
"11 Theres still a lot of work to be done obviously but we are very excited to work w/ the team especially around tokenomics design. Super open to feedback + biz-dev opportunities. If youd like a ref code or have awesome ideas please dm"
X Link 2022-01-20T12:34Z 46.3K followers, [--] engagements
"12 btw @mable_jiang Im just saying your in-game progress is a bit soft compared to mine. better stepn up 3"
X Link 2022-01-20T12:34Z 46.3K followers, [--] engagements
"A quick aside Before Folius I wrote a personal angel check to @sherlockdefi after I met @jack__sanford in Gitcoin Kernel [--] the insurance idea drew heavy inspirations from the novel B2B all-inclusive design Sherlock is working on as a front-runner. 🙌 @MapleLeafCap left a lucrative career on wall street to go all in on crypto this year. We discussed [--] mega-trends and a few projects he's betting on. Here's a snippet where I asked him what's the most successful product in crypto and what he'd do to improve it. 👇 https://t.co/ChLaHFXeuj 🙌 @MapleLeafCap left a lucrative career on wall street to"
X Link 2022-02-04T04:51Z 46.3K followers, [--] engagements
"You stepn up yet anon STEPN is the first #Web3 lifestyle app powered by @solana we are officially live on the apple iOS store as of today: https://t.co/mF8JdIu4ab STEPN is the first #Web3 lifestyle app powered by @solana we are officially live on the apple iOS store as of today: https://t.co/mF8JdIu4ab"
X Link 2022-02-05T04:39Z 46.3K followers, [--] engagements
"0 As a continuum to our [--] ideas re: P2E design we have recently jumped in with @cradlesio in supporting @tyisart & teams efforts. The games polish aside we are all for the bold steps they took in tackling the (almost) unsolvable FX depreciation problem in P2E games. 🔥Let's ignite the crypto game market Come to Cradles and experience a brand new NFT world Fabulous scenery Perfect gaming experience First 3A MMORPG Open World let's say: Fun in Metaverse Join in Cradles 🦖🦖🦖 Discord: https://t.co/WOkvbWw7dC #NFTs #MetaVerse #GameFi https://t.co/MZIX3PNEzl 🔥Let's ignite the crypto game market"
X Link 2022-02-26T12:28Z 47.3K followers, [--] engagements
"Is $TON the best way to go long Telegram doing Web3 stuff Or are there better ways to be long development progress there"
X Link 2022-12-01T02:21Z 46.3K followers, [--] engagements
"If one is searching for local Asia narratives one can look at: - All the exchange coins (BNB OKX BGB BIT HT KCS etc) - Join @TianranZhang 's WeChat group(s) and tick through all the founders for mapping - Our private portfolio (which is 80%+ APAC founders)"
X Link 2023-02-18T01:46Z 46.3K followers, 19.4K engagements
"Very good interview for all those who are interested in $BLUR thanks to Mable. [--] Q's for @PacmanBlur and @blur_io : - Upon eventual value-capture for $BLUR token how should I think about the alignment of interest amongst equity holder of Blur token-holder of Blur and the team itself - While w/ each season the $BLUR rewards users who contribute most to the platform the profile of these recipients evolve over time -- and sometimes they may no longer contribute to the fees / growth of the platform while still "rent-seeking" others effort via BLUR ownership. How do you think about aligning"
X Link 2023-05-05T08:32Z 46.3K followers, [----] engagements
"(1) Astrology commands a [--] Bn mkt where [---] mm+ enthusiasts seek emotional support / guidance in sea of uncertainty. The sheer DAU scale that rivals the fitness industry (read: STEPN) is attractive too thx to evergreen demand impulse-driven spend & content-driven virality"
X Link 2023-06-15T12:12Z 44.2K followers, [--] engagements
"$MKR is getting interesting 1st time ever: - 70-80 mm run-rate FCF subject to upside thx to the Fed idiosyncratic burn to be turned on; likely cheapest it has ever been. - Potential ponzi flywheel w/ Spark & ETHD and likely other protocols w/ metadao driving MKR + DAI demand"
X Link 2023-07-07T03:14Z 45.1K followers, 51K engagements
"China's CPI now at 0% YoY entering into deflation territory. Maybe more QE soon"
X Link 2023-07-10T02:02Z 44.2K followers, [----] engagements
"@everythingempt0 30%IAPStepnon-ramp"
X Link 2023-07-10T06:55Z 44.2K followers, [--] engagements
"I subscribe to the liquidity drain aspect -- there is no upside AI driver like Nasdaq that pushes crypto beyond what Fed BS - RRP - TGA indicates I suppose my point is there's no reason for any tourist risk capital to chase either due to Fed sale + DOJ risk -- until Grayscale wins (hopefully) and after these risks crystalize all while Nasdaq takes a pause. Point taken though if liquidity worsens maybe crypto goes with it. That was my view prior to Blackrock throwing its hat in the ring -- around early May when liquidity peaked there was literally no reason to own crypto beta as the US regime"
X Link 2023-07-28T12:36Z 42.8K followers, [---] engagements
"Hi @JSeyff thank you for your teams coverage on the string of events. Have you guys adjusted your grayscae odds at all If not - does that basically imply a roughly 90%+ chance of ETF approval on the back of a grayscale win"
X Link 2023-08-03T01:47Z 44.2K followers, [----] engagements
"Dumb question but lets say if ETH Futures ETF works and BTC spot ETF works by virtue of Grayscale winning whats stopping ETH spot ETF from working citing these precedences @NorthRockLP @JSeyff"
X Link 2023-08-04T15:30Z 44.2K followers, 29K engagements
"- Macro shock to risk assets (both positive and negative) - risk rotation from AI etc - DoJ shock - US gov dumping its corn - Grayscale any day paving way for ETF - ETH futures looking more likely - if ETF then grayscale potential dump - Halvening bois aping Yeah its gonna be a world of vol for crypto beta for sure in 2H23 given the messy confluence of factors. Smoll / micro cap with fundamentals should still perform tho. Best strat for crypto beta fwiw prob upside calls bot with treasury yield along with accumulator + DCA spot. Not investment advice"
X Link 2023-08-11T00:28Z 44.3K followers, [----] engagements
"For all the fud circulating the NFT market I actually think $BLUR is buyable at some point -- with the framework being its team quality + remainder treasury + NFT coming back in diff. form enough to last it until the next bull while valuation based on hypothetical CEX take-rate + CEX multiple providing a floor"
X Link 2023-08-21T03:33Z 42K followers, 26K engagements
"Whom on FT shares the most alfa re: Web3 microcap (20-100 mm FDV) & market beta Heard good things about @Evan_ss6 but want to buy a handful (5-10) please advise thanks CT 🙏"
X Link 2023-09-07T23:48Z 44.2K followers, 32.1K engagements
"@0xBreadguy @HyperliquidX Honestly think an etf style might be a good idea. Something like index coop should soon up. I dont want the perp tbh. Price appreciation is unpredictable and funding sucks"
X Link 2023-09-10T02:49Z 44.2K followers, [---] engagements
"We'd like to congratulate GRVT for raising its seed round from the likes of ABCDE Matrix China and Delphi Digital: Cofounded by a Ex-GS / Credit Suisse Exec and a senior engineer from Facebook Gravity is set out to build a sleuth of infra / piping with customer facing interface & services that make trading derivatives on-chain easier. Ideally speaking if an asset manager (like us) can trade within a KYC/AML ring-fence amongst market-makers (to access sizable liquidity) while retaining self-custody (low-cost + on-chain) with cross-margin features turned-on (crucial to anyone serious about"
X Link 2023-09-12T00:00Z 42.4K followers, [----] engagements
"Fwiw I think VCooor is like ideal user of FT (myself included): typically egotistical and want to one up each other in price definitionally small circle / who knows who politics definitionally status seeking definitionally hype chasing and generally love to be pampered / put on a pedestal deal flow and Alfa and attention/access seeking. Talk about a better target"
X Link 2023-09-13T04:20Z 44.2K followers, 11.1K engagements
"Ty Token2049 for giving me a 38.1C fever and a bad cough in preparation for the bounce 🙏🙏🙏"
X Link 2023-09-18T13:07Z 46.2K followers, [----] engagements
"Personally bearish direct forks of FT given: - Hard to top airdrop expectation given Paradigm - Attention is scarce especially for top chads. Telegram/Discord/Twitter/FT is already a lot. Easy to end up w/ farmers which kills the vibe. - Social has inherent network effect that's hard to breach. That said healthy competition that forces @0xRacerAlt & team to ship faster is a good thing"
X Link 2023-10-04T13:59Z 44.2K followers, 21.1K engagements
"Dumb question - between an ETF getting a Cusip to getting approval how many days does it usually take I read somewhere (dont quote me) that the bitcoins futures etf took like [--] days but wondering what the average is or if thats even accurate"
X Link 2023-10-24T07:44Z 41.9K followers, [----] engagements
"btw this is probably as consensus as it goes amongst Web3 funds but: [--]. NFTs = $BLUR [--]. DEXs = $UNI [--]. Deriv DEXs = $DYDX but I'm eyeing $VRTX launch [--]. L2 = prob $ARB + $OP basket [--]. Gambling = $RLB [--]. AI = prob $AKT but we think Myshell when they have a token. [--]. DePin = dunno [--]. Oracle = $LINK [--]. Memes = $MEME but some would say $PEPE Not investment advice obviously just observation. If you HAD to pick [--] ticker for each vertical below what would they be - NFTs - Alt L1s - L2s - Deriv DEXs - AI - Gambling - DePin - Oracles - Memes If you HAD to pick [--] ticker for each vertical below what"
X Link 2023-11-02T03:32Z 49.5K followers, 45.7K engagements
"What $MEME did is actually creating wealth effects for a bunch of NFT chads who also happen to be $BLUR S2 airdrop whales such PnL + rotation into buying more NFTs lifting $BLUR volume (and market share) may largely offset post Nov [--] tax-loss selling +help NFT volume bottom"
X Link 2023-11-04T11:00Z 44.2K followers, [----] engagements
"Should have seen that coming but while I still hope for post S2 dump can now also see a case where $BLUR already bottomed especially with more feature / product launches"
X Link 2023-11-04T11:02Z 42.3K followers, [----] engagements
"The flywheel in $GMT dictates that: - if Gas Hero is a success (pending Dec [--] launch) a lot of $GMT will be locked-up / staked (for meta game) and burned (for progression) - the beta in crypto + demand dynamic above driving GMT upward can hopefully offset inflationary pressure from Stepn itself - if $GMT were to go up thanks to this supply/demand shift economics on Stepn shoes will improve meaningfully driving shoe prices which drives GST prices (re: upgrades) - the wealth effect / big ROI with now cleaner fiat on/off-ramp should drive more 2C interest assuming team iterates the app further."
X Link 2023-11-05T03:23Z 49.5K followers, 274K engagements
"@adriannewman21 You already know my answer. I think $GMT outperforms most in this category"
X Link 2023-11-05T03:37Z 42.2K followers, [---] engagements
"I dunno man it seems like the equities market is grossly underpricing the earnings upside of mining company given the sizable tx fee uplift thanks to the emerging BTC L2 ecosystem. Buying a basket of miners may make sense but I haven't done much work there"
X Link 2023-11-16T05:23Z 44.2K followers, [----] engagements
"Brought to you by a group that (a) drove sizable volume & traffic in Japan to the likes of Bybit / FTX / StepN & (b) experienced building top CEX(s) from [--] to [---]. This exchange will be a strategic asset for us & FSL excited to bring copy-trading / Upbit like degeneracy there"
X Link 2023-11-20T05:01Z 42.4K followers, 12.2K engagements
"We are excited to lead the [--] mm A2 financing round for Matr1x which in our opinion can be one of the fastest horses in reaching sizable DAU as a Web3-enabled game as early as 1H24. For those interested heres a full deck on our thesis: Folius Matr1x Deck: - Right team right market: mobile FPS with sizable TAM (up to 500k [--] mm DAU which could place Matr1x at top of the Web3 list) built by seasoned team who executed similar franchise before. - Derisked product: Robust production value as shown in beta along with strong player feedback. We felt that the game possesses strong enough production"
X Link 2023-11-23T08:45Z 49.5K followers, 95.9K engagements
"@aradtski It's enough but will be tight when you count (a) Web2 marketing cost and (b) the full build-out of other FPS products (like PUBGM). Also some good amount of cash for runway buffer in case FIRE fails"
X Link 2023-11-23T09:15Z 42.4K followers, [---] engagements
"@madeira_to too kind. Love u king 😘"
X Link 2023-11-24T03:17Z 42.4K followers, [--] engagements
"- $AEVO implied $Blast FDV at [----] Bn - Assuming 12% initial drop and 50% goes to bridgooor this is around [--] mm of airdrop value - Current Bridged TVL at [---] mm - 20% over [--] months or 40% annualized - Not counting $BLUR compensation to bridgooor yet. Am I running the math right"
X Link 2023-11-24T10:10Z 42.4K followers, 49.4K engagements
"@nay_gmi It ain't much but it's some data"
X Link 2023-11-24T10:17Z 44.3K followers, [---] engagements
"My current guess is $BLUR staker gets maybe 10-15% of $BLAST and 20% of S3 $BLUR Airdrop. Assuming S3 is like 150mm $BLUR tokens the implied [--] month yield is around 20% on $BLUR stakers also. Not bad tbh"
X Link 2023-11-24T10:26Z 44.2K followers, [----] engagements
"Sodl my $TIA airdrop at $2.5 and now coping AMA"
X Link 2023-12-03T07:26Z 42.4K followers, 11.7K engagements
"Have a feeling that we are gonna get a "I don't know what this is but I'm gonna get long this coin" month"
X Link 2023-12-04T02:48Z 42.4K followers, [----] engagements
"Id think that folks who missed the BRC20 wave to start chasing periphery beta aside from working to onboard. Guesses would be: - ORDI because its on Binance - Rune because BTC swap - OKB because the go-to wallet What else Also think whoever allows ERC liquidity to be injected into BRC20 can get pretty rich pretty fast"
X Link 2023-12-06T04:46Z 42.4K followers, 13.1K engagements
"Honestly the miner stonks feel like the 80-110-130 IQ chart: - Tourists long miner thinking it's BTC proxy and muh ETF but somehow clueless about the halving (shocking I know you'd be surprised). - HF bros who think they gud are short because "ETF priced in" + halving + these guys no longer have enough cash / leverage to upgrade their rigs. Fair thesis but. - Real chads are twapping knowing that Ordinals / BRC20 could be huge and could offset the halving negative. Also the survivor stonks have massive optionality to the upside if BTC really pumps and pumps"
X Link 2023-12-06T17:11Z 42.8K followers, [----] engagements
"I think what's been missing in the ETH/BTC ratio discussion in the west (@NorthRockLP 's recent tweet is gud and summarizes) is that BTC gets another kicker of inflow via BRC20 / Ordinals. People actually ape this stuff and it's predominantly Asia especially China. My wechat groups are going nuts and none of my western frens are remotely aware what's going on. Alas infra for funds to ape is hard we are actively looking for ways to get exposure -- and it's hard because mints are tiny + custody is not there but the easiest thing (for western funds) aside from privates may be ERC20 exposure"
X Link 2023-12-15T01:42Z 49.5K followers, 128.2K engagements
"I forgot but I think $ORDI and $SATS are like 30000x'ers it's life changing money and you see pics of bros who put in [---] RMB worked at construction sites for [--] months and walk away minted buying his family houses in tier-4 cities in China. These kind of story is what really kick-start fomo locally"
X Link 2023-12-15T01:46Z 42.9K followers, [----] engagements
"I saw some of you found it and bought some before Christmas :) You are in tradfi and you missed the crypto move You are looking to put on risk in your PA You saw COIN / MARA / RIOT / CAN up big ytd and somehow you are missing the smallest cap Nasdaq exposure that's not exchange not mining and is the only exposure to Asia crypto You are in tradfi and you missed the crypto move You are looking to put on risk in your PA You saw COIN / MARA / RIOT / CAN up big ytd and somehow you are missing the smallest cap Nasdaq exposure that's not exchange not mining and is the only exposure to Asia crypto"
X Link 2023-12-24T06:16Z [--] followers, 14K engagements
"We are jazzed about leading the latest round for @SleeplessAI_Lab . The virtual companion category is at a fascinating crossroads thanks to breakthrough in LLMs and Id argue its a team with the right background merging the best of Web3 & AI to enhance the virtual boyfriend/girlfriend/pet experience. - Sleepless team came from some of the most successful female-oriented game studios in China in handling [---] mm users & [--] mm DAU. Their previous startup also built dope art / MV & AV / marketing campaigns which means one can probably feel more confident about them having the right taste / ability"
X Link 2023-12-26T12:41Z [--] followers, 20K engagements
"@SleeplessAI_Lab in-stealth - web2web2socialIP /web3Web3 - 600mn USDher AI LLM - AI + CryptoAI - Virtual BFUSDCDior+ AIUSDC- treasury yield - OTC E-commercewho cares - 0-1400mDAU1000wHighMVNFT - $AIAIsmart moneyAIdefigamefimemeAI - AIlol - ordi brc20 category fusionist gaming AIRitual MyshellDEX (Bittensor)AI-adjacent RNDR + low float + AI + ++ @digiaiapp viralityFDV7+1=8%RNDR + TAO10-20 BN FDVAI$AI - way better than fusionist/NFP - - NFT20"
X Link 2023-12-26T13:14Z 43K followers, [---] engagements
"@SleeplessAI_Lab in-stealth - web2web2socialIP /web3Web3 - 600mn USDher AI LLM - AI + CryptoAI - Virtual BFUSDCDior+ AIUSDC- treasury yield - OTC E-commercewho cares - 0-1400mDAU1000wHighMVNFT - $AIAIsmart moneyAIdefigamefimemeAI - AIlol - ordi brc20 category fusionist gaming AIRitual MyshellDEX (Bittensor)AI-adjacent RNDR + low float + AI + ++ @digiaiapp viralityFDV7+1=8%RNDR + TAO10-20 BN FDVAI$AI - way better than fusionist/NFP - - NFT20"
X Link 2023-12-26T13:16Z 43K followers, [----] engagements
"@26x14eth @ForestBai1"
X Link 2023-12-26T13:20Z 43K followers, [---] engagements
"Time to pay attention especially if you are into Web3 gaming beta exposure. $GMT 🚀 Announcement from Find Satoshi Lab 🚀 🌟 Get Ready for a New Era of Gaming 🌟 We are thrilled to announce the official launch of Gas Hero a groundbreaking Web3 game that blends intricate strategy and vibrant social interactions in a dynamic virtual world. 📅 Mark Your https://t.co/7SUeaSaxkd 🚀 Announcement from Find Satoshi Lab 🚀 🌟 Get Ready for a New Era of Gaming 🌟 We are thrilled to announce the official launch of Gas Hero a groundbreaking Web3 game that blends intricate strategy and vibrant social"
X Link 2023-12-27T09:36Z 42K followers, [----] engagements
"@gokunocool @hongshen6666 @Ryzz_TV BD"
X Link 2023-12-27T09:49Z 44.2K followers, [--] engagements
"Its been 4-5 days since the Gas Hero (GH) launch and I now feel comfortable putting this out as reality matches my model I believe $GMT is reversing its historically poor emission dynamic (of 1-1.5 mm GMT sold per day) into net-sink imminently whereby every 10k DAU = 1-1.5 mm GMT locked up per day at current prices. And if Gas Hero were to trod the path towards 100k+ users + maintain current set of GH asset prices then the FSL ecosystem may be set to hit [--] mm GMT locked per day + relive the craze circa Mar-May [----] once again. High hopes for this new title and personally think the token can"
X Link 2024-01-07T02:27Z 49.5K followers, 235.2K engagements
"Fengshui says dumpu until April then up only"
X Link 2024-02-01T03:27Z 44.3K followers, [----] engagements
"Would like to extend a warm welcome to @KD2Moon in joining @FoliusVentures part-time working w/ Aiko & I. Looking forward to deep dd w/ Kenny on both deals & tokens while he pursues Masters degree at Yale after his internship stint at Sequoia China / HongShan. +++ our research"
X Link 2024-02-07T07:38Z 44.3K followers, [----] engagements
"Utility token launch ✅ Game public alpha ✅ 50-100k DAU ✅ Points system for $MAX token 👀 Invite code: We are excited to lead the [--] mm A2 financing round for Matr1x which in our opinion can be one of the fastest horses in reaching sizable DAU as a Web3-enabled game as early as 1H24. For those interested heres a full deck on our thesis: Folius Matr1x Deck: https://t.co/95CF0cmA9I We are excited to lead the [--] mm A2 financing round for Matr1x which in our opinion can be one of the fastest horses in reaching sizable DAU as a Web3-enabled game as early as 1H24. For those interested heres a full"
X Link 2024-02-08T04:00Z 44.3K followers, [----] engagements
"Happy Chinese New Year Also is ERC404 the catalyst we need to gigapump ETH - Cool / Clever concept itself that inspires - Western and Asian attention both over it unlike say SOL + BRC20 - Gas guzzler so big burn - So we could see a bunch of new ponzus happening on ETH burning gas + refocusing attention back to ETH all while ETF narrative resurfaces amidst strong BTC flow + Dencun & Eigen very soon"
X Link 2024-02-09T12:08Z 44.3K followers, [----] engagements
"Digging through my wallets w/ $STRK 's pending 15Bn+ launch and found this puppy from [--] years ago when @Scroll_ZKP was raising their seed. Time flies. My guess is $SCR TGE will be Soon TM given recent events . brb doing more bridgooooor"
X Link 2024-02-15T04:48Z 45.1K followers, [----] engagements
"Here's a micro-cap PA trade that's too small for our fund but could be neat for all of you degens: Think the $FIRE token by Matr1x is set to deliver outsized (3-5x) return in the short-order on low float and strong fundamentals behind the pending Matr1x Fire FPS shooter launch around March / April [----]. First a bit of background on what the business is. We wrote a thread + deck describing the business: In essence its a Tencent team building a high DAU mobile FPS product (typically 1-5 mm DAU). [--] years in shipping + [--] rounds of testing (last beta hitting 15k DAU & 4k peak concurrent user)"
X Link 2024-02-16T07:07Z 44.4K followers, 21.5K engagements
"@Nino_gramsci21 Yes FDV altho I think the team will decrease the overall supply as we go along. It's on Polygon"
X Link 2024-02-17T03:44Z 44.4K followers, [---] engagements
"I don't think people realize $VRTX has the chance to buck some of the hottest narrative yet intentionally or unintentionally. Might be the cleanest way to front-run $BLAST and $MNT induced-pumps (w/ hot parallelized EVM Perp "buzz word"). Tiny float given 50%+ staked. Cheap & $UNI fee switch induced further catalyst. Cool small cap play; VC selling & volume overhang exists"
X Link 2024-02-26T00:42Z 44.4K followers, [--] engagements
"Think we could be on the verge of a BTC L2 pump as memecoins rotate a bit. US has $STX China has $ORDI $SATS $CKB Then theres some China L2 TGEs like Merlin with almost [--] Bn TVL that could drive some Asia induced fomo"
X Link 2024-03-04T03:43Z 49.5K followers, 61.6K engagements
"Honestly tho circulating market cap / (eyeball * wallet share) is probably metric to use but their bosses may not get it. Few understand These guys are coming to bid your coins and the way to get them isn't threads on CT but long-form ctrl-p pdfs they can send to their boomer bosses via email with professional tradfi blurbs and don't forget the gud excel charts https://t.co/aD5nl3v8Pd Few understand These guys are coming to bid your coins and the way to get them isn't threads on CT but long-form ctrl-p pdfs they can send to their boomer bosses via email with professional tradfi blurbs and"
X Link 2024-03-10T06:39Z 44.5K followers, [----] engagements
"Folius Web3 China Dev Report (2C App focused): EN: CN: If the APAC / China Web3 seed-stage 2C startup side of the world remains a mystery to you weve put something together to offer our observations. Many thanks to @Chrislulu816 and @KD2Moon for penning the report. [----] was the busiest year (especially in Q2 and Q4) for Folius private deal-making and through looking at 25-50 projects / week (mostly Chinese founders) weve noticed some marked patterns thats hard for our western friends to discern; namely: - We estimate a 15-20 mm total base of potential Chinese entrepreneurs which can distill"
X Link 2024-03-15T01:55Z 49.5K followers, 59.4K engagements
"Aped $BOME $IQ50 $CFA $NVEDUA what else is good out there on SOL"
X Link 2024-03-16T03:42Z 44.7K followers, 39.1K engagements
"One of the biggest cope this cycle Had coffee with @armaniferrante in Shanghai Did not buy mad lads at 2k Now thinking about aping after a 15x"
X Link 2024-03-16T07:14Z 44.6K followers, [----] engagements
"In retrospect that was the top sorry wouldnt ape into memecoins anymore Added to $BOME and bot some $WHOREN because it's funny Added to $BOME and bot some $WHOREN because it's funny"
X Link 2024-03-20T05:41Z 44.7K followers, [----] engagements
"Analyst [--] pitched the pm a token w/ stronk cashflow big burn thicc value capture and moon math ponzunomics Analyst [--] pitched the pm a token that's getting uplisted at big CEX soon solid whales backing & OTC w/ chad funds pending big CT campaign imminent Analyst [--] pitched the pm a token that's doing launchpad and pivoting to AI EVM Modular ZK L1/2/3 and big BD announcements soon PM nods patiently to all [--] and went out and bought the coin w/ the best chart that's breaking out"
X Link 2024-03-21T07:06Z 48K followers, 22.1K engagements
"Calling all Web3 Pioneers to Build the AI Consumer Layer with Us This past year MyShell @myshell_ai hit major milestones: - Built a vibrant 1M+ user 500K creator community around our AI user creator platform; - Our AI team crushed it open-sourcing [--] models with more coming; https://t.co/DgeoIm1Dvf Calling all Web3 Pioneers to Build the AI Consumer Layer with Us This past year MyShell @myshell_ai hit major milestones: - Built a vibrant 1M+ user 500K creator community around our AI user creator platform; - Our AI team crushed it open-sourcing [--] models with more coming; https://t.co/DgeoIm1Dvf"
X Link 2024-03-28T05:59Z 44.7K followers, [----] engagements
"Id like to extend a very warm welcome to @Chrislulu816 in joining Folius. Chris will be heading our APAC venture efforts with a previous tenure at Sequoia China and Redpoint China seeding consumer SaaS and Web3 startups. I cant think of a better partner to join forces with"
X Link 2024-04-01T01:37Z 49.5K followers, 36.9K engagements
"By buysiders for buysiders. Looking forward to building a solid community =) Announcing BidClub's founding members. BidClub is a membership-based investment-idea sharing platform for longer-form theses around publicly-listed cryptocurrencies. Now in closed beta and looking for our next cohort of members. Hit us up and recommend someone. Bid Smarter. https://t.co/vm5ZrRqTCQ Announcing BidClub's founding members. BidClub is a membership-based investment-idea sharing platform for longer-form theses around publicly-listed cryptocurrencies. Now in closed beta and looking for our next cohort of"
X Link 2024-04-03T14:52Z 44.8K followers, [----] engagements
"Folius is beyond excited to back @Akira_collector and @0xSpotlight that his team is building: - Teams deep expertise around CSGO / CS2 skin marketplace puts them at solid odds in share gain vs likes of Dmarket and even existing giants. - With a captive DAU a natural way to introduce Web2 skin traders / users to the broader Web3 asset ecosystem 1st case being @Matr1xOfficial and later being other Web3 shooter titles and beyond. - Significant know-how in gacha growth-hacking and gamification designs to acquire users and lift willingness to spend on platform - Insight & native connection in the"
X Link 2024-04-06T04:02Z 44.9K followers, 13.8K engagements
"Nice esports event u got there @Matr1xOfficial"
X Link 2024-04-08T06:52Z 44.8K followers, [----] engagements
"I kept pitching this stonk during HK conference and the token with the exact same ticker started pumping hard so I'm not really sure if I'm doing my job or not"
X Link 2024-04-10T03:37Z 44.8K followers, [----] engagements
"Just landed in Dubai and still catching up w/ stuff from HK Web3 Festival haven't planned anything for the next [--] days what i do"
X Link 2024-04-15T21:25Z 44.8K followers, 15.2K engagements
"Honestly barring risk of CZ and other existential stuff $BNB is not bad at all @ around the cheapest val vs. history (16x burn vs. 12x at 2H20). Allegedly slower growth now but also paying out 1-4% per week via launchpool (prob even better yield than ETH as best altcoin beta)"
X Link 2024-04-23T19:41Z 45.2K followers, [----] engagements
"We also recently took a position in $MYTH and think the SOTP narrative could be interesting if the team can execute on: - Mobile Party Game capturing the big TAM via Blankos - 1p / 3p capture with broad US studios after NFL proving its uplift in revenue via marketplace - Gaming infra play narrative picking up steam and - "Fastest horse on DOT" narrative (similar to $TAO) There seems to be a clear path to hopefully 3-5x assuming the team executes on the SOTP roadmap above showing numbers (like Dune webpage notion like-for-like comps etc) and pulling an IMX while getting uplisted across major"
X Link 2024-04-26T18:42Z 49.5K followers, 28.4K engagements
"Rabby going on the offense Sign transactions smoothly with Rabby Wallet even if your gas is not enough Get FREE GAS from Rabby Wallet ⛽ No extra clicks no extra time needed No extra risks safer than EIP3074 100% FREE Start enjoying smoother transactions with Rabby today https://t.co/QjkbajeozZ Sign transactions smoothly with Rabby Wallet even if your gas is not enough Get FREE GAS from Rabby Wallet ⛽ No extra clicks no extra time needed No extra risks safer than EIP3074 100% FREE Start enjoying smoother transactions with Rabby today https://t.co/QjkbajeozZ"
X Link 2024-05-01T08:05Z 44.8K followers, [----] engagements
"😂270mm FDV SocialFT farcaster . 3-5social + gaming app shill@bidclubio @WeRich_"
X Link 2024-05-06T09:11Z 44.8K followers, [--] engagements
"Seriously thinking about deploying [--] figs into What should I ape http://fantasy.top http://fantasy.top"
X Link 2024-05-07T07:13Z 44.8K followers, [----] engagements
"As waves of 2C entertainment products hit the shore by this summer there's a trilemma to the founders that build them in juggling: [--] - Production quality [--] - Genius design around econ + web3 mechanism [--] - Innovation around gameplay / entertainment As a resource-constrained startup probably really hard to have all 3: - 1+2: Web [---] games that we backed a lot of - 2+3: The kick-ass Web3 money games u see today - 1+3 : that's sick but what are you doing in Web3 Top teams push the boundary on all [--] and hit [---] / 3; but often times teams have to pick 2/3. Anything that's [--] out of [--] is gonna sink"
X Link 2024-05-09T13:07Z 44.8K followers, [----] engagements
"@_kaitoai expansion is going to be huge. few"
X Link 2024-05-09T14:06Z 44.8K followers, [---] engagements
"- $BTC takes in more TradFi flow as yield topped + risk ATH + DXY down + oil down. - $SOL the consensus faster horse this cycle as beta play - $ETH rejection a real catalyst for people to look for Aug BlackRock. Price reaction key upon the May 23/24th news. Unclear to me $ETH meaningfully outperforms BTC + SOL even if there's a rotation to long ETH. More likely scenario probably $ETH sucking liquidity out of alts -- i.e. funds rotating out of ETH (i.e. cash) to ETH beta due to underperforming BTC and SOL now rotating back to ETH because ETH is moving. The alternative fund flow into BTC"
X Link 2024-05-18T02:35Z 44.8K followers, 13K engagements
"The meta changed swiftly over the past [--] hours; the odds of ETH ETF went up meaningfully as per public rumors thereby negating the setup below. Leaning towards this being closer the Oct [--] Cointelegraph moment. Which means if ETH really starts running after Wed/Thur this week the entire space would have to sell everything else and chase. Could see a solid ETH Dom run followed by capital then flowing from ETH to ETH beta. - $BTC takes in more TradFi flow as yield topped + risk ATH + DXY down + oil down. - $SOL the consensus faster horse this cycle as beta play - $ETH rejection a real catalyst"
X Link 2024-05-21T03:19Z 44.8K followers, 14.2K engagements
"Of your liquid book how long ETH & ETH beta are you"
X Link 2024-05-24T03:14Z 44.9K followers, [----] engagements
"Time to pay attention. Today we launched STEPN GO the sequel to STEPN with a bigger ambition but what exactly is STEPN GO And how it differs to all others Web3 products A 🧵 Today we launched STEPN GO the sequel to STEPN with a bigger ambition but what exactly is STEPN GO And how it differs to all others Web3 products A 🧵"
X Link 2024-05-24T14:03Z 44.9K followers, [----] engagements
"I think you guys shouldn't count out the possibility of ETH ETF potentially getting more flow than est. of15-20% BTC ETF AUM. Not a likely case but you may want to consider: - Equity market cap as a whole much larger than gold / bitcoin justification for business store of value. - Equity bros love to overanalyze complex stuff + things they can value + yield; it's intellectually more satisfying than "herp derp digital gold". I think non-zero chance wall-street thinks of ETH like a large-cap tech stonk and analyze / ape accordingly. Surprisingly it might be an easier thing to pitch internally"
X Link 2024-05-26T05:21Z 49.5K followers, 55K engagements
"So if Tradfi bois want some $ETH exposure that's not $ETHE today would appear $COIN may be the best bet: - Let's put aside the [---] pivot that helps $COIN's overall legal risk + derisking alts on platform - ETH ETF custodianship - Probably a fat slice of staking & related service fees - BASE L2 which is really ETH levered beta - I think 20% of Tx fee is ETH-based probably 1.5-2x that if you count ETH-based alts. - BlackRock "tokenization" optionality Seems to me to be the best / easier way a tiger cub to express their bullish view on ETH / ETH ETF along with Trump win. Could see 400-500 bucks"
X Link 2024-05-27T06:19Z 45.1K followers, 17K engagements
"@crypto_condom v. helpful ty; what's M&S"
X Link 2024-05-27T07:22Z 44.9K followers, [---] engagements
"Is Gox the extra kick we need to rotate people from owning BTC as beta to ETH as beta I think you guys shouldn't count out the possibility of ETH ETF potentially getting more flow than est. of15-20% BTC ETF AUM. Not a likely case but you may want to consider: - Equity market cap as a whole much larger than gold / bitcoin justification for business store of I think you guys shouldn't count out the possibility of ETH ETF potentially getting more flow than est. of15-20% BTC ETF AUM. Not a likely case but you may want to consider: - Equity market cap as a whole much larger than gold / bitcoin"
X Link 2024-05-28T04:00Z 44.9K followers, [----] engagements
"@ColdBloodShill A narrative is emerging as these miner farms could be AI chip farms also. Not sure its entirely bullish crypto"
X Link 2024-06-20T14:44Z 44.9K followers, [---] engagements
"NICE @Stepnofficial"
X Link 2024-06-21T02:06Z 45K followers, [----] engagements
"Wow @JamboTechnology"
X Link 2024-06-22T04:37Z 49.5K followers, 12.4K engagements
"We are delighted to announce the promotion of @0xAikoDai to Venture Partner at Folius. Aiko has been a driving force behind our success bringing passion dedication and unparalleled expertise to our team. Her innovative vision and steadfast commitment have made a significant impact and we are excited to see her thrive in this new role. Congrats Aiko And many thanks to your hard work and achievements so far"
X Link 2024-06-24T13:55Z 49.5K followers, 55.1K engagements
"Been talking about this for a while but it's time to give it a shot (if you are into mobile FPS). Servers will keep running from this point onward -- with eventual Web3 economics added once stable. Honestly think we are getting pretty close to solid Mobile 2C launches in 2H24. Collection Showcase Test is fully prepared iOS (FCFS) : https://t.co/3Ci45uUlSs Android (unlimited) : https://t.co/eFswlEGW5R Jump in NOW Reply with your fav screenshot in the new version https://t.co/yJQcopSlbl Collection Showcase Test is fully prepared iOS (FCFS) : https://t.co/3Ci45uUlSs Android (unlimited) :"
X Link 2024-06-25T15:59Z 45.1K followers, [----] engagements
"I just claimed $BLAST from @BLUR_io's Season [--] airdrop. Season [--] starts today and it's powered by @BLAST_L2 The Fullstack Chain"
X Link 2024-06-26T15:50Z 45.1K followers, [----] engagements
"Oh fuck this hits a bit too close to home thanks @fabianstelzer"
X Link 2024-06-27T07:23Z 45.1K followers, [----] engagements
"The race to become the de-facto Steam / Animoca on $TON starts now and we like @CatizenAI as the current frontrunner. Read Folius Report here (EN): ---------- After spending time on Telegram x $TON its becoming clear to us that in the next 3-6 months a ton of (no pun intended) H5 mini-app devs are about to onboard & build out the ecosystem (already evident w/ clickers). We believe this app narrative is likely underappreciated by the broader $ETH / Base / $SOL CT cabal and as a result we are very likely going to see (a) new token playbooks on $TON similar to that of DeFi / NFT / VC-infra and"
X Link 2024-06-27T14:12Z 49.5K followers, 131.3K engagements
"Just curious if you only own BTC ETF now or are receiving BTC from Gox when the ETH ETF launches what are you gonna do Sell some BTC to buy ETH Sell some BTC to cash Other - please comment Do nothing Sell some BTC to buy ETH Sell some BTC to cash Other - please comment Do nothing"
X Link 2024-07-09T06:51Z 45.2K followers, [----] engagements
"#STUDY and for those looking my read: - Feb - Mar crypto outperformance vs. tradfi driven by ETF inflow - Since Mar crypto trades like levered Russell & GLD muted performance vs. Nasdaq - Underperformance really starts in early June when China / Gox / Germany / US gov BTC dumping is too much to handle. - With ETF ETF & BTC dumping subsiding + GLD & IWM pumping w/ rate cut induced rotation could imagine crypto especially ETH to follow maybe. A man can hope. Maybe crypto isn't pumping today while Nasdaq keeps making ATHs because anyone who's still left is too jaded and poor or too rich and kept"
X Link 2024-07-12T02:51Z 45.1K followers, 10K engagements
"Worth paying attention to the new p**** at StepN Go"
X Link 2024-07-23T06:30Z 45.1K followers, [----] engagements
"TGE pending. In case interested in $MAX def worth trying out the game and maybe take a look at the below. Congrats team. The real grind starts today. We are excited to lead the [--] mm A2 financing round for Matr1x which in our opinion can be one of the fastest horses in reaching sizable DAU as a Web3-enabled game as early as 1H24. For those interested heres a full deck on our thesis: Folius Matr1x Deck: https://t.co/95CF0cmA9I We are excited to lead the [--] mm A2 financing round for Matr1x which in our opinion can be one of the fastest horses in reaching sizable DAU as a Web3-enabled game as"
X Link 2024-07-24T03:13Z 45.3K followers, [----] engagements
"When normies ask me what altcoins to buy: (Fill in the blank)"
X Link 2024-08-15T16:57Z 46.3K followers, [----] engagements
"@NamikMuduroglu RIP for those who pulled out too early from generational wealth"
X Link 2024-08-22T14:05Z 46.3K followers, [---] engagements
"I gotta say the 1000x pod by @jvb_xyz and @AviFelman is the most consistently plugged-in and thoughtful liquid market commentary I find today. Usually excited when I see it drop and save it for my hourly jog =) Full episode out now While crypto is rangebound there's still tons of opportunity We discuss: - https://t.co/FZvTICPJKR & memes - The L1 trade - Pair trading: BNB/BTC - TeraWulf BTC miners & AI - L2s are cannibalizing ETH - Macro tailwinds for BTC & more https://t.co/MwdOTN5ljj Full episode out now While crypto is rangebound there's still tons of opportunity We discuss: -"
X Link 2024-08-23T04:54Z 46.3K followers, [----] engagements
"The flywheel on Catizen being the fastest horse on Telegram continues to spin faster: its 1st Play2Airdrop release in Game Center is out -- Bombie Game Link: You may not be aware but a minigame named Xun Dao Da Qian ( XDDQ here-on) had been topping the charts for [--] months now on WeChat as the top-grossing game. Its success wasn't by chance: - Proven category: bypassing the combat phase and focusing on treasure-hunting and gacha openings. Players seem to like the dopamine hits & such category takes up 40% of hits on Wechat minigames. - Global appeal: XDDQ's overseas version is called Xiao Yao"
X Link 2024-08-29T06:00Z 46.3K followers, 29K engagements
"@huntersolaire_ I don't have the figures from the company; but my estimate is it's probably 80-90% of dollars spent is for airdrop-farming. Re: player base I'd assume it's probably similar"
X Link 2024-08-29T06:53Z 46.3K followers, [---] engagements
"@roger9949 Valid. $AAVE indeed interesting @Arthur_0x been pitching. Think Pump / lottery needs even more aggressive distribution but I like that business. Just think it's gonna be influx w/ a ton of different variations. Unsure if it's gonna look the same in [--] months"
X Link 2024-09-03T07:58Z 46.3K followers, [---] engagements
"@Larry_007__ Why one over the other What makes one competitive when liquidity and market maker are both outsourced"
X Link 2024-09-03T08:57Z 46.3K followers, [---] engagements
"$GGT the utility token now live. - Need to burn shoe to replenish energy so econ model a bit more sustainable. - Each shoe burned = [--] energy - Currently at level [--] I get 22-25 GGT per [--] energy session (10 min). So [--] minutes / day = 140-150 USD. - Shoes cost about 2k USD currently. Round [--] begins now. Watch this space. https://dexscreener.com/polygon/0x4d9865903e0590d27130b6ccc50b17b4c7221a71 https://dexscreener.com/polygon/0x4d9865903e0590d27130b6ccc50b17b4c7221a71 🚨 Announcement 🚨 STEPN GO Beta will go live in [--] hour with the following new features: 🔹 Marketplace 🔹 GGT token contract"
X Link 2024-09-05T02:44Z 46.3K followers, [----] engagements
"While you are glued to the screen for NFP I made $160 bucks walking for [--] minutes ahhh Im stepniiiiiing (again"
X Link 2024-09-06T12:34Z 46.2K followers, [----] engagements
"@reffoPuffpaw @NamikMuduroglu wen"
X Link 2024-09-07T07:01Z 46.3K followers, [--] engagements
"It's quite early still and u probably got burned being late [--] .5 years ago but would be worth paying attention to StepN Go by @Stepnofficial. Think some really clever design tweaks that can make it last longer / more viral as an experiment: - $GGT is effectively the new $GST marginal cost of production is no longer [--] -- but the cost of a shoe (i.e. burn shoe to replenish energy) - While overtime the energy-replenishment cost is 35% (for grey shoes) and similar to repair in StepN [---] this cost is (a) up-front and (b) sunk -- so as users organically grow the need to acquire capital good +"
X Link 2024-09-09T07:23Z 46.3K followers, 16K engagements
"@suji_yan @wisdant"
X Link 2024-09-11T16:36Z 46.3K followers, [---] engagements
"Updated metrics: - [--] mm total paying users / [--] mm registered users. - [--] mm USD revenue ytd new game added 100k USD easily the past few weeks. - [--] mm+ DAU currently. The path forward seems pretty straightforward: - More solid H5 titles - more revenue & new token airdrops to $CATI stakers - more value-accrual to $CATI - more traffic - more solid H5 titles. Get to 10-25 mm DAU + [---] mm USD revenue asap. - When TG is ready for it leverage the traffic to launch other high-ARPU 2C products (either 1P or 3P such as livestreaming e-commerce etc) start ecosystem fund and go hard signing up top"
X Link 2024-09-12T08:51Z 46.3K followers, [----] engagements
"Marks the beginning of the next phase of its journey. Congrats to the @PlutoVisionLabs / @CatizenAI team. Introducing @CatizenAI $CATI on #Binance Launchpool. Read more 👉 https://t.co/Ey2T5jGgSn https://t.co/bmEUuKIJrL Introducing @CatizenAI $CATI on #Binance Launchpool. Read more 👉 https://t.co/Ey2T5jGgSn https://t.co/bmEUuKIJrL"
X Link 2024-09-13T12:58Z 46.3K followers, [----] engagements
"@Stepnofficial what the fuck is going on in Singapore https://t.co/gnekTjWizj what the fuck is going on in Singapore https://t.co/gnekTjWizj"
X Link 2024-09-18T07:07Z 46.3K followers, [---] engagements
"If latency cost on/off ramp and access to onchain & OTC liquidity / good targets all became optimal whats the defensibility of a trading dex app (like an Onchain Binance) and what helps it keep its market share when they are effectively glorified front ends"
X Link 2024-09-28T16:16Z 46.3K followers, [----] engagements
"@ahboyash What's the poop2earn proj called"
X Link 2024-09-30T13:47Z 46.3K followers, [---] engagements
"What's the best place to pull USDT:CNY P2P premium/discount historically"
X Link 2024-09-30T15:03Z 46.3K followers, [----] engagements
"Unsure how much it matters but think worth tracking: -now may swing to a discount as Chinese dump their shitcoins for USDT pile into RMB & ape into A-shares and later on - .turn to a premium as folks dump their A-share profit into USDT offshore & potentially ape crypto. What's the best place to pull USDT:CNY P2P premium/discount historically What's the best place to pull USDT:CNY P2P premium/discount historically"
X Link 2024-09-30T15:32Z 46.3K followers, [----] engagements
"@keyahayek This one"
X Link 2024-09-30T15:50Z 46.2K followers, [---] engagements
"@0xBreadguy Am at Jeju and bought a Kodak jacket & a Kodak fleece. Feels like a more stylish / street Patagonia"
X Link 2024-10-09T15:39Z 46.3K followers, [---] engagements
"I could be wrong but I wonder if it was folks like Kerrisdale and other US HFs blowing out of the pair trade last couple of days leading to CB discount + MSTR rip (and not US government dumping silk road coins) GM. We're short $MSTR and long bitcoin. Report avail at https://t.co/XDg6uAJDRa. Crypto trades often get carried away and $MSTR is no exception. The BTC price implied in $MSTR shares is now over $177k an unjustifiable 2.6x the spot price of BTC. (1/6) GM. We're short $MSTR and long bitcoin. Report avail at https://t.co/XDg6uAJDRa. Crypto trades often get carried away and $MSTR is no"
X Link 2024-10-12T05:52Z 46.2K followers, [----] engagements
"@0xcryptowizard +"
X Link 2024-10-13T02:44Z 46.1K followers, [--] engagements
"@RealJonahBlake @fableborne @immortalrising2 @CityVerseTycoon @PartyIconsOGX @farawaygg @EverMoon_nft @RagmonNFT @TakedownLegends @Matr1xOfficial fun mobile FPS (similar to CSGO a bit like standoff 2). Asia-only appstore atm tho"
X Link 2024-10-15T00:29Z 46.2K followers, [---] engagements
"@RealJonahBlake Not to the same production quality (hard to compete w/ [--] figs) but I like what @Matr1xOfficial is doing in Asia"
X Link 2024-10-15T00:31Z 46.2K followers, [---] engagements
"Nice eigen mega zu mega drop #1 https://t.co/NcPfdK6dF7 eigen mega zu mega drop #1 https://t.co/NcPfdK6dF7"
X Link 2024-10-16T16:04Z 46.3K followers, [----] engagements
"Wealth-enhanced entertainment"
X Link 2024-10-17T06:40Z 48.5K followers, [----] engagements
"@c0xswain @BananaGunBot nice - u may enjoy these [--] as well: https://www.bidclub.io/posts/clwj5s1q10001atj7kv8977fj https://www.bidclub.io/posts/cm1zzwvl20008459a5mgr4ylt https://www.bidclub.io/posts/clwj5s1q10001atj7kv8977fj https://www.bidclub.io/posts/cm1zzwvl20008459a5mgr4ylt"
X Link 2024-10-17T14:40Z 46.3K followers, [---] engagements
"Im as midcurve as it gets re: meme tokens but I bought some $GOAT because I find its virgin birth as the 1st AI designed memecoin infinitely fascinating and imagination-evoking. I cant recall another meme that I got converted like this in the past 1-2 years Do with this information what you will. I could see Web2 VCs feel the same way after finding out"
X Link 2024-10-18T13:43Z 49.5K followers, 61.9K engagements
"@CharlieSandor Its certainly not AI generated which dampened its appeal a bit; but the a16z connection is too good. Probably worth aping the next one with the strongest consensus where an AI actually creates a coin via smart contracts"
X Link 2024-10-18T13:58Z 48.5K followers, [----] engagements
"Hear me out here: Have AI create tokens Have the same AI run cash flow businesses (like shilling ref links) Then have AI dividend tokenholders and/or buy back like that token is a real stock Hows the SEC gonna go after something like this at all"
X Link 2024-10-18T18:10Z 48.5K followers, [----] engagements
"@erickpinos See I didn't even know that. Supposedly this one got loud enough to cross the rubicon for the time-being"
X Link 2024-10-19T00:23Z 48.5K followers, [---] engagements
"@JasonYanowitz Any good targets you think I'm thinking the likes of stablecoin folks (Paxos etc) KYx (Elliptic + Chainalysis etc) Custodian stuff (Bitgo / fireblocks / anchorage etc)"
X Link 2024-10-21T16:32Z 46.3K followers, [---] engagements
"@peterschroederr @artemis__xyz @WSPNpayment"
X Link 2024-10-22T05:07Z 47.6K followers, [--] engagements
"@figure31_ @truth_terminal I guess AI-inspired + a16z actually shilling it hard. The 1st to gather enough mindshare as a cool story reaches escape velocity to be the consensus amongst dreamers"
X Link 2024-10-23T08:46Z 46.3K followers, [--] engagements
"So which one of these AI bots are gonna lurk in ACT discord and ape new AI coins that launch on Solana and launch its own token and allow people to LP while clipping 2&20 and dividend / buy back to its token holders like a gud stonk"
X Link 2024-10-24T03:01Z 48.5K followers, [----] engagements
"Serious question -- why is $MSTR trading at such a big premium currently and what's gonna stop Saylor from dropping a bombshell on its conference call + come out with another fat slug of secondaries / converts to capture the premium & giga-twap BTC immediately right after"
X Link 2024-10-28T15:19Z 48.5K followers, [----] engagements
"Wrote this $MATH thesis from a while back but thesis still valid after this 20-F. Still think it's significantly undervalued at [--] mm as the only listed Nasdaq-listed non-miner APAC crypto exposure: - Just reported #'s w/ [---] Bn of notional volume for [----] - [--] mm USD of topline revenue making them likely the largest exotic crypto deriv desk in Asia. Most haven't even heard of them given how low-key they are. We think they dominate this niche market. - 1-1.5 mm in EBIT is a lil short but think it's 2mm of front-loaded sales comm & bonus. Real run-rate bang-on @ [--] mm EBIT - [----] should be a"
X Link 2024-11-01T01:50Z 47.9K followers, [----] engagements
"idk habibi this feels like a paradigm change that derisked crypto as an asset class and you smash buy on any dips until macro breaks"
X Link 2024-11-06T13:29Z 46.3K followers, 18.3K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing