#  @TheOtherParker_ Parker Parker posts on X about sol, $sol, $dfdv, solana the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1300496005755031552/interactions)  - [--] Week [---------] +88% - [--] Month [---------] +22,585% - [--] Months [---------] +2,619% - [--] Year [---------] +56,378% ### Mentions: [--] [#](/creator/twitter::1300496005755031552/posts_active)  - [--] Week [--] +191% - [--] Month [---] +270% - [--] Months [---] +241% - [--] Year [---] +2,585% ### Followers: [-----] [#](/creator/twitter::1300496005755031552/followers)  - [--] Week [-----] +489% - [--] Month [-----] +524% - [--] Months [-----] +799% - [--] Year [-----] +15,132% ### CreatorRank: [-------] [#](/creator/twitter::1300496005755031552/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #698 [finance](/list/finance) #5379 [stocks](/list/stocks) #3567 [exchanges](/list/exchanges) #5509 [currencies](/list/currencies) 1.65% [financial services](/list/financial-services) 1.23% [travel destinations](/list/travel-destinations) 1.23% [countries](/list/countries) 1.23% [celebrities](/list/celebrities) 0.82% [technology brands](/list/technology-brands) 0.82% **Social topic influence** [sol](/topic/sol) 20.16%, [$sol](/topic/$sol) #180, [$dfdv](/topic/$dfdv) 14.81%, [solana](/topic/solana) #507, [in the](/topic/in-the) 8.23%, [bitcoin](/topic/bitcoin) #344, [defi](/topic/defi) 7%, [nasdaq](/topic/nasdaq) #940, [we are](/topic/we-are) #3262, [share](/topic/share) 5.76% **Top accounts mentioned or mentioned by** [@defidevcorp](/creator/undefined) [@joequant](/creator/undefined) [@theotherparker](/creator/undefined) [@laurashin](/creator/undefined) [@grok](/creator/undefined) [@martypartymusic](/creator/undefined) [@milkroad](/creator/undefined) [@kalyugenjoyer](/creator/undefined) [@breadmakerray](/creator/undefined) [@polymarket](/creator/undefined) [@dfdvintern](/creator/undefined) [@krommufc](/creator/undefined) [@shaynecoplan](/creator/undefined) [@kalshi](/creator/undefined) [@mansourtarek](/creator/undefined) [@luanalopeslara](/creator/undefined) [@hugomartingale](/creator/undefined) [@jrod1156](/creator/undefined) [@rockycryptocks](/creator/undefined) [@orcaso](/creator/undefined) **Top assets mentioned** [Solana (SOL)](/topic/$sol) [DeFi Development Corp. (DFDV)](/topic/$dfdv) [Bitcoin (BTC)](/topic/bitcoin) [iShares BTC Trust (IBIT)](/topic/$ibit) [Ethereum (ETH)](/topic/ethereum) [BlackRock Inc (BLK)](/topic/blackrock) ### Top Social Posts Top posts by engagements in the last [--] hours "WTF happened October [--] to February [--] Part [--] of the HK Fund Blow up. This is the other side of the story. BTC (-48.38%) underperformed the S&P [---] (+0.53%) by a whopping 49.05% in [---] days What the actual fuck. BTC was supposed to be rapidly institutionalizing but this is the largest multi-quarter depeg from the S&P [---] ever. And all with ZERO explanation. No cause only effect. There is always a cause though we just have to find it. Typically when a hedge fund blows up in catastrophic fashion the market isnt the killer its something - or someone - specific an actual killer. Amaranth Advisors" [X Link](https://x.com/anyuser/status/2020884199075434559) 2026-02-09T15:35Z [----] followers, 159.6K engagements "This whole event reminds me of another event from my past life in TradFi. Crazy enough it happened on Feb 5/6 [----] EXACTLY [--] years ago. VIX spiked 117% in one day marking on of the largest ever single day moves on the VIX ever. Ppl watching called it "vol-mageddon". One of the main culprits was a LJM Advisors who ran a liquid alternative mutual fund called "LJM Preservation and Growth Fund" ticker LJMIX. They weren't a large fund and had been in operation since [----] so were not inexperienced. The fund's strategy was to short vol via a variety of different options strategies on via SPX" [X Link](https://x.com/TheOtherParker_/status/2019794604741259760) 2026-02-06T15:25Z [----] followers, 20.7K engagements "TL;DR on part 2: A hedge fund likely bought massive amounts of cheap short-dated IBIT puts when implied volatility was at historic lows in early October building leveraged downside exposure through exchange options and opaque OTC derivatives. They then pushed BTC spot prices down overnight and on weekends when liquidity was thinnest forcing options dealers to dump IBIT at the NY open to delta-hedge which cascaded the price further into their puts. This cycle repeated weekly (and later M/W/F after new expiries launched) with each leg down giving the fund more profits to roll into the next" [X Link](https://x.com/TheOtherParker_/status/2021602626430029962) 2026-02-11T15:10Z [----] followers, 29.1K engagements "Addition to the "HK Fund" hypothesis. I have a hunch that much of the "OG Bitcoiner Selling" this summer was actually not selling. On July [--] '25 the SEC finally allowed the Bitcoin ETFs to accept in-kind creation/redemption. This was a big point of contention when the ETFs originally launched under Gensler if you remember. One of the HUGE benefits to IBIT over native BTC is the liquid options market. IBIT has one of the most liquid options markets on the planet entirely dwarfing that of native BTC. In fact the IBIT options market is THE FOURTH most liquid options market on planet earth only" [X Link](https://x.com/TheOtherParker_/status/2019617960197849321) 2026-02-06T03:43Z [----] followers, 137.3K engagements "Some interesting call buying & put closing occurred yesterday for the 20th expiry - $120M of calls. Inflation and jobs come out on the 13th with @truflation showing a likely big deceleration in inflation. Someone seems to be betting on a pop from the releases but curious that the 20th was selected instead of the 13th. Gives some room over the weekend to push https://twitter.com/i/web/status/2021615212215058661 https://twitter.com/i/web/status/2021615212215058661" [X Link](https://x.com/TheOtherParker_/status/2021615212215058661) 2026-02-11T16:00Z [----] followers, [----] engagements "Dumping will continue until there are no more longs to liquidate. If you're going levered long on Binance. Please stop. If you must have leverage but a DAT at least they can't get liquidated. Otherwise stay humble and stack to cold storage" [X Link](https://x.com/TheOtherParker_/status/2021488406019387859) 2026-02-11T07:36Z [----] followers, [----] engagements "I think we see the $59s (retest of the lows) on BTC. Let's see if we get a bounce there. If not down to the [---] wk" [X Link](https://x.com/TheOtherParker_/status/2021535661275439532) 2026-02-11T10:43Z [----] followers, [----] engagements "The financial advice given is short term (build a savings buffer). The only long term solution is to acquire something scarce. AI is ushering in the age of abundance. So you need to get some scarce. A unique skill will work. Easier though is a scarce asset. Bitcoin is the ultimate scarce asset. Solana is a one-of-a-kind network. You can acquire these now and lock in your slice of the future no matter what happens. These assets and networks aren't going away. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg" [X Link](https://x.com/TheOtherParker_/status/2021568561010082011) 2026-02-11T12:54Z [----] followers, [----] engagements "Not HK-based but if they are a lender who did they lend to. BLOCKFILLS HALTS WITHDRAWALS AMID CRYPTO TURMOIL Susquehanna-backed crypto lender BlockFills has suspended client deposits and withdrawals citing recent market volatility. The Chicago-based firm which serves [----] institutional clients and handled $60 bn in [----] trading https://t.co/kK2BLQkE3t BLOCKFILLS HALTS WITHDRAWALS AMID CRYPTO TURMOIL Susquehanna-backed crypto lender BlockFills has suspended client deposits and withdrawals citing recent market volatility. The Chicago-based firm which serves [----] institutional clients and" [X Link](https://x.com/TheOtherParker_/status/2021640742075314358) 2026-02-11T17:41Z [----] followers, [----] engagements "Uh wat The Fed is almost completely ignoring one of their mandates (full employment). Payroll gains for [----] have been revised down to +181k . in the full history of payroll data the only year that has been weaker when it comes to gains is [----] https://t.co/sIWgsxG483 Payroll gains for [----] have been revised down to +181k . in the full history of payroll data the only year that has been weaker when it comes to gains is [----] https://t.co/sIWgsxG483" [X Link](https://x.com/TheOtherParker_/status/2021729461759357384) 2026-02-11T23:34Z [----] followers, [----] engagements "Very interested to see what happens to Ethereum L2s post CLARITY. JPMORGAN SAYS ETHEREUM $ETH FUSAKA UPGRADE BOOSTS ACTIVITY SHORT-TERM BUT DOUBTS LONG-TERM SUSTAINABILITY DUE TO L2 AND RIVAL BLOCKCHAIN PRESSURE JPMORGAN SAYS ETHEREUM $ETH FUSAKA UPGRADE BOOSTS ACTIVITY SHORT-TERM BUT DOUBTS LONG-TERM SUSTAINABILITY DUE TO L2 AND RIVAL BLOCKCHAIN PRESSURE" [X Link](https://x.com/TheOtherParker_/status/2014572378358210958) 2026-01-23T05:34Z [----] followers, [---] engagements "Boy what a short position: https://www.nasdaq.com/market-activity/stocks/dfdv/short-interest https://www.nasdaq.com/market-activity/stocks/dfdv/short-interest" [X Link](https://x.com/TheOtherParker_/status/2016343260374106539) 2026-01-28T02:51Z [----] followers, [---] engagements "@xorbs1729 5.4M shares of $DFDV were sold short on Jan [--]. That's in addition to the 3M shares shorted via the prepaid forward. $DFDV is one of the more shorted stocks out there" [X Link](https://x.com/TheOtherParker_/status/2016514774063050994) 2026-01-28T14:12Z [----] followers, [---] engagements "Bitcoin kept the lights on for hundreds of thousands of people. This is the future. Every grid needs a large contingency of bitcoin miners to serve as demand-response. The economics are approaching a level (and might already be there maybe @BitcoinPierre can weigh in) where it's cheaper to overbuild power + bitcoin miners than to build out giant natgas peaker plants to handle this type of power demand surge. This is just another facet of "Crypto in the background". Bitcoin and crypto are having an impact on people's lives without them even knowing about it. That's progress and success. When" [X Link](https://x.com/TheOtherParker_/status/2017197851932274775) 2026-01-30T11:27Z [----] followers, [---] engagements "Wow a whole hour. Come give it a listen if you want to hear the latest on $DFDV especially if you're a skeptic Masterclass: Understanding the Solana Treasury Model with Parker White (@TheOtherParker_) COO & CIO of @defidevcorp #sponsored https://t.co/KMSOoEoVru Masterclass: Understanding the Solana Treasury Model with Parker White (@TheOtherParker_) COO & CIO of @defidevcorp #sponsored https://t.co/KMSOoEoVru" [X Link](https://x.com/TheOtherParker_/status/2018769980230406548) 2026-02-03T19:34Z [----] followers, [----] engagements "http://x.com/i/article/2019206344591699970 http://x.com/i/article/2019206344591699970" [X Link](https://x.com/TheOtherParker_/status/2019222408209789330) 2026-02-05T01:31Z [----] followers, [----] engagements "The only logical explanation for crypto nuking is that Epstein didn't kill himself and actually isn't even dead and is blackmailing all the world's rich to short crypto to distract from the files being released" [X Link](https://x.com/TheOtherParker_/status/2019276825445429394) 2026-02-05T05:08Z [----] followers, [----] engagements "I'm not a great price picker in the short term and am a terrible trader. I do like these levels for accumulating a little but could certainly go lower. I typically prefer to start accumulating slow at levels I like and then increase the pace of accumulation as a bottom pattern forms over the course of at least a month. Haven't seen that bottom pattern yet though. https://twitter.com/i/web/status/2019335252884484328 https://twitter.com/i/web/status/2019335252884484328" [X Link](https://x.com/TheOtherParker_/status/2019335252884484328) 2026-02-05T09:00Z [----] followers, [--] engagements "This is super interesting actually. From Perplexity: "Under the Hong Kong SFC's Code on Unit Trusts and Mutual Funds (which governs authorized hedge funds) the maximum interval between a properly documented redemption request and the payment of redemption money may not exceed [--] calendar days. This is a hard regulatory ceiling not a suggestion." So if the blow up occurred on the 10th-ish and then there was a big redemption request from the fund a few days later (maybe the 15th or shortly after) then the very last day this fund could have met the redemption request would have been Jan 15th or" [X Link](https://x.com/TheOtherParker_/status/2019611524872974676) 2026-02-06T03:18Z [----] followers, [----] engagements "I'm sure for the right size it can be facilitated. There's a reason Blackrock et al pushed for it so hard with Gensler when they launched and continued to push as soon as he was gone. Covered calls you'd be fine but shorting vol via a straddle or something akin would cause a problem" [X Link](https://x.com/TheOtherParker_/status/2019656642552614939) 2026-02-06T06:17Z [----] followers, [----] engagements "When you sell a call the MM is now long a call and so they delta hedge by shorting the underlying. Since the MM is long both delta and gamma they increase their short position (sell more underlying) as the price rises. The more calls that are sold the more underlying short position required from the MM" [X Link](https://x.com/TheOtherParker_/status/2019658335763722573) 2026-02-06T06:24Z [----] followers, [----] engagements "@krommufc I'm not too familiar with this theory. That wouldn't have any explanation for or impact on what happened today though. Could have contributed to the general weakness over the last [--] months if true" [X Link](https://x.com/TheOtherParker_/status/2019672083345879461) 2026-02-06T07:18Z [----] followers, 11.3K engagements "@wassielawyer @j0nallen @RyanTheGentry Yes that's why we need to get all these assets onchain. I'm a huge RWA bull fwiw (check out $DFDVx - shameless plug). Going to be a awhile before DeFi has more liquidity than TradFi though. We need more DeFi market makers out there" [X Link](https://x.com/TheOtherParker_/status/2019673744361541780) 2026-02-06T07:25Z [----] followers, [---] engagements "@cryptonite_1 Every time a dummy blows up coins are transferred to smarter hands. It should get better with time. It's just that IBIT options with no cap (removed Jan [--] interestingly) were a nuclear weapon just handed to the apes with no guardrails" [X Link](https://x.com/TheOtherParker_/status/2019678124922069326) 2026-02-06T07:42Z [----] followers, [---] engagements "Appreciate the thoughts here. [--]. The in-kind isn't a lynchpin to this hypothesis but valid point nonetheless. May not have been a big contributing factor. [--]. I hear you but if it's a fund (not the one you're DDing) with a small number of employees they could keep it under wraps especially if their existence as a fund depended on it. Having the BTC options piece isolated (potentially) would mean the rest of the firm might be safe and could continue to operate but if word got out one of their funds blew up the firm might also be completely dead so very very high incentive to keep it quiet. 3." [X Link](https://x.com/TheOtherParker_/status/2019777192591552655) 2026-02-06T14:16Z [----] followers, [----] engagements "@ThinkingUSD I think it's very likely that an options fund on IBIT blew things up. Maybe didn't start it (probably did though) but certainly accelerated the cascade since mid Jan or even earlier. https://x.com/TheOtherParker_/status/2019587226871447687 This was the highest volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums were traded today also the highest ever for IBIT. Given these facts and the way $BTC and $SOL traded down in lockstep today (normally https://x.com/TheOtherParker_/status/2019587226871447687 This was the" [X Link](https://x.com/TheOtherParker_/status/2019786756196057318) 2026-02-06T14:54Z [----] followers, [---] engagements "@Polymarket @shayne_coplan or @Kalshi @mansourtarek_ @luanalopeslara how do we get a market going for which fund blew up Happy to provide some names in a DM. Resolution criteria would be a 13F filing before June [--] that shows xyz fund having an IBIT position greater than $250M that goes below $10M in a single quarter. https://twitter.com/i/web/status/2019797338332774477 https://twitter.com/i/web/status/2019797338332774477" [X Link](https://x.com/TheOtherParker_/status/2019797338332774477) 2026-02-06T15:36Z [----] followers, [----] engagements "@HugoMartingale @Polymarket @shayne_coplan @Kalshi @mansourtarek_ @luanalopeslara Would prefer to share in a DM to avoid speculation here" [X Link](https://x.com/TheOtherParker_/status/2019801077546107267) 2026-02-06T15:51Z [----] followers, [---] engagements "@HugoMartingale @Polymarket @shayne_coplan @Kalshi @mansourtarek_ @luanalopeslara DM sent" [X Link](https://x.com/TheOtherParker_/status/2019801498935279781) 2026-02-06T15:52Z [----] followers, [--] engagements "@AlanaDLevin Good parallel. I also think about May [----] as having a similar vibe although no bodies floated to the surface during that sharp pullback. The velocity in May [----] felt similar. Complete and total terror while equities ripped" [X Link](https://x.com/TheOtherParker_/status/2019815286833352843) 2026-02-06T16:47Z [----] followers, [---] engagements "It definitely sucks to have to wait until May [--] for 13F filings for Q1. We might see some weird stuff on Feb [--] for Q4 but no guarantees that someone actually blew up trading IBIT on 10/10. 10/10 seemed to be a little more crypto-native driven than IBIT driven. Agreed can't wait for all of this to be on chain. This tradfi opacity is what caused the GFC and will continue to cause issues because market participants get spooked and don't know who's dead so everyone pulls back. https://twitter.com/i/web/status/2019827103324344556 https://twitter.com/i/web/status/2019827103324344556" [X Link](https://x.com/TheOtherParker_/status/2019827103324344556) 2026-02-06T17:34Z [----] followers, [---] engagements "Isn't that just the USD value of the OI so as price collapsed OI would naturally collapses as well Seems like it would be much more smoothed denominated in BTC. Regardless maybe you're right that it was a long time coming and just a coincidence that Nasdaq asked to waive off the typical waiting period. https://twitter.com/i/web/status/2019842057679020149 https://twitter.com/i/web/status/2019842057679020149" [X Link](https://x.com/TheOtherParker_/status/2019842057679020149) 2026-02-06T18:34Z [----] followers, [--] engagements "Isn't that just the USD value of the OI so as price collapsed OI would naturally collapses as well Seems like it would be much more smoothed denominated in BTC. Regardless maybe you're right that it was a long time coming and just a coincidence that Nasdaq asked to waive off the typical waiting period. Still seems fishy and really bad timing if just complete coincidence" [X Link](https://x.com/TheOtherParker_/status/2019842228768895178) 2026-02-06T18:34Z [----] followers, [----] engagements "Wow that was fast @Polymarket https://polymarket.com/event/which-crypto-hedge-fund-blew-up https://polymarket.com/event/which-crypto-hedge-fund-blew-up" [X Link](https://x.com/TheOtherParker_/status/2019856986175860784) 2026-02-06T19:33Z [----] followers, [----] engagements "$SOL trading at a -100% annualized funding rate on Hyperliquid and $BTC at a -50%. Lots of shorts need to cover still" [X Link](https://x.com/TheOtherParker_/status/2019867110349107335) 2026-02-06T20:13Z [----] followers, [----] engagements "@KO_Markets Glad you liked it. Obv contrived to fit the situation exactly but loose matches still create the situation" [X Link](https://x.com/TheOtherParker_/status/2019889103291273716) 2026-02-06T21:41Z [----] followers, [----] engagements "Fwiw I definitely think USDe had something to do with the collapse on 10/10. The USDe pricing mechanism on Binance was the main factor there though causing massive liquidations in positions that otherwise should not have been liquidated. I don't think it went much beyond that mostly because that was absolutely a big enough issue to cause very real lasting problems if some funds were completely deleted due to the issue" [X Link](https://x.com/TheOtherParker_/status/2019973453559034210) 2026-02-07T03:16Z [----] followers, [--] engagements "@hex0rbat Yessir. Hence the polymarket expirations" [X Link](https://x.com/TheOtherParker_/status/2020151409845715385) 2026-02-07T15:03Z [----] followers, [---] engagements "Yeah @dgt10011 did misunderstand the [--] day point. Thanks for clarifying. My hypothesis isn't that a prime blew up it's that a fund blew up and the prime forced the liquidation. If you're a fund that has a giant hole (from 10/10) and a huge investor redemption request that could in theory kill the fund completely (few assets left or completely tarnished reputation for losing so much) you might do some crazy things to try to get out of the hole before being required to meet the redemption request from the LP. Story as old as time almost. https://twitter.com/i/web/status/2020182760443494421" [X Link](https://x.com/TheOtherParker_/status/2020182760443494421) 2026-02-07T17:07Z [----] followers, [--] engagements "Crazy times. The firm I was at had a small allocation to LJMIX in client portfolios as part of our liquid alts sleeve. I actually did some of the DD on the firm. Probably the most chaotic week of my [--] years there as the previously very stable mutual fund was down 80% overnight. https://twitter.com/i/web/status/2020203235995430922 https://twitter.com/i/web/status/2020203235995430922" [X Link](https://x.com/TheOtherParker_/status/2020203235995430922) 2026-02-07T18:29Z [----] followers, [---] engagements "@JRod1156 @HuobiGlobal Yes that is where the list for the Polymarket was gathered I believe" [X Link](https://x.com/TheOtherParker_/status/2020208554624573872) 2026-02-07T18:50Z [----] followers, [---] engagements "@Atlantisann It most certainly does work the other way around. Queue GME army" [X Link](https://x.com/TheOtherParker_/status/2020286569920504076) 2026-02-08T00:00Z [----] followers, [---] engagements "@joequant @DoveyWan Could be a family office-type fund with only a few or no LPs yes. But also let's give it a few weeks to see if a body floats to the surface. They only just died on Thursday" [X Link](https://x.com/TheOtherParker_/status/2020328979002266002) 2026-02-08T02:48Z [----] followers, [--] engagements "It's the weekend. Financial markets are all closed. Not crypto" [X Link](https://x.com/TheOtherParker_/status/2020349389194375281) 2026-02-08T04:10Z [----] followers, [----] engagements "Good synopsis for the Korean audience although the silver and yen side of the equation are likely secondary but important details. Btw the Bithumb issue was hilariously bad timing but seemingly completely unrelated. ๐๐ฅ [--] : [--] [-----] . [----] FTX . [--] : . BlackRock https://t.co/oT0ysQClLb ๐๐ฅ [--] : [--] [-----] . [----] FTX . [--] : . BlackRock https://t.co/oT0ysQClLb" [X Link](https://x.com/TheOtherParker_/status/2020399184969605277) 2026-02-08T07:27Z [----] followers, [----] engagements "@lax2yvr They absolutely can be yes. Long calls and long puts are safer bc there is defined downside (only what you paid to buy with). Generally speaking though DCA + Hodl + touch grass = Great Success" [X Link](https://x.com/TheOtherParker_/status/2020549860240634023) 2026-02-08T17:26Z [----] followers, [---] engagements "Simple short straddles would be short gamma. Accumulator strategies (selling otm puts) popular in Asia are also short gamma. I know there were are some more exotic structured products floating around as well. There are so many different strategies that could be run though so impossible to say for sure. https://twitter.com/i/web/status/2020694454181753246 https://twitter.com/i/web/status/2020694454181753246" [X Link](https://x.com/TheOtherParker_/status/2020694454181753246) 2026-02-09T03:01Z [----] followers, [---] engagements "@joequant There are a few that fit the bill but I only feel pretty confident about one. There could be others though" [X Link](https://x.com/TheOtherParker_/status/2020694958123229295) 2026-02-09T03:03Z [----] followers, [---] engagements "@depressivehacks @laurashin As I was saying a month and a half ago yes. Will gladly admit I am wrong if we have a bear market for another [--] months. I don't thats going to happen unless equities puke" [X Link](https://x.com/TheOtherParker_/status/2021093693332259201) 2026-02-10T05:27Z [----] followers, [--] engagements "I think it will take a few weeks to come out organically. Let's see what happens on the Polymarket. Re: the prime broker the fund(s) would still have to report via 13F if they held IBIT. The only way around the 13F would be holding a TRS instead of IBIT itself. I would have to imagine whoever had the issue isn't showing up to Consensus. https://twitter.com/i/web/status/2021245945577669104 https://twitter.com/i/web/status/2021245945577669104" [X Link](https://x.com/TheOtherParker_/status/2021245945577669104) 2026-02-10T15:32Z [----] followers, [--] engagements "@BitTintin Well if you think about it a position is liquidated when it reaches 100x so when $1B is liquidated that's only $10M of capital transferred to the exchange. Kinda a surprisingly small amount" [X Link](https://x.com/TheOtherParker_/status/2021496367663939917) 2026-02-11T08:07Z [----] followers, [---] engagements "Binance isn't special here bybit okx mexc etc all do the same thing. There are no rules against trading against your own customers so everyone needs to do it to survive. At a higher level though the liquidation levels are decently well known so anyone can realistically trade against them so I don't think Binance et al are so major culprits here. All the big funds trade against retail to relieve them from their over levered positions. https://twitter.com/i/web/status/2021530211612033452 https://twitter.com/i/web/status/2021530211612033452" [X Link](https://x.com/TheOtherParker_/status/2021530211612033452) 2026-02-11T10:22Z [----] followers, [---] engagements "Interestingly if you look at BTC / Nasdaq we are well below the [---] wk and are approaching the lows of [----] meaning you would have been better off just buying QQQ in [----] after FTX blew up instead of BTC. Feels very over stretched but these things can go on longer and go lower than we think. Staying long term and accumulating with spot not leverage is the only play here https://twitter.com/i/web/status/2021560605132333348 https://twitter.com/i/web/status/2021560605132333348" [X Link](https://x.com/TheOtherParker_/status/2021560605132333348) 2026-02-11T12:23Z [----] followers, [--] engagements "RT @BitPaine: very interesting read" [X Link](https://x.com/anyuser/status/2021645516728328689) 2026-02-11T18:00Z [----] followers, [--] engagements "The main fix is more spot 24/7 liquidity on venues that are much tougher to manipulate either regulated in the US or better yet on chain where it's really tough to hide activity. 24/7 CME futures trading on BTC will be a big help. Clarity will be another help. Increasing liquidity on chain will help. It's a very solvable problem. In fact there's only a short window to exploit the problem hence the speed here. https://twitter.com/i/web/status/2021652268127596976 https://twitter.com/i/web/status/2021652268127596976" [X Link](https://x.com/TheOtherParker_/status/2021652268127596976) 2026-02-11T18:27Z [----] followers, [---] engagements "RT @TheOtherParker_: @futurenomics This is healthy actually. Every regulatory regime should undergo a complete overhaul every [--] years. Zer" [X Link](https://x.com/anyuser/status/2021743307911749835) 2026-02-12T00:29Z [----] followers, [--] engagements "Tough week for risk assets $SOL and $DFDV. Geez My personal thesis on DFDV is this: [--]. Solana is going to go up bigly over the next decade at least to $10k because the world is going more digital (not less) and Solana is going to capture a huge slice of the global digital value transfer pie. [--]. A DAT that myself and my buddies/long time colleagues control (via voting) and own (20% of the common stock together) is by far the best way to grow my exposure to SOL. If we can hit [--] SPS by Dec [----] then I will be very very wealthy based on my current share count alone. My sincere hope is that" [X Link](https://x.com/anyuser/status/1989688586875379726) 2025-11-15T13:35Z [----] followers, 24K engagements "Buy when there's blood in the streets More breakdown. @TheOtherParker_ has been thoroughly reading the tea leaves on #Bitcoin vol recently and how its exposed to typical capital market mechanics. #HODL; now long even more $IBIT spot and related. More breakdown. @TheOtherParker_ has been thoroughly reading the tea leaves on #Bitcoin vol recently and how its exposed to typical capital market mechanics. #HODL; now long even more $IBIT spot and related" [X Link](https://x.com/TheOtherParker_/status/2020985785609224380) 2026-02-09T22:18Z [----] followers, [----] engagements "Yep [--] year cycle had nothing to do with it. Just a big boy making a big boy trade and winning bigly. Classic hedge fund on hedge fund action and we are the minnows caught in the crossfire between two sharks "This crash has nothing to do with the '4-year cycle'. It's the massive growth in BTC derivatives and a fund taking advantage of it" @TheOtherParker_ https://t.co/gNuh8qfmoE "This crash has nothing to do with the '4-year cycle'. It's the massive growth in BTC derivatives and a fund taking advantage of it" @TheOtherParker_ https://t.co/gNuh8qfmoE" [X Link](https://x.com/TheOtherParker_/status/2020989089093149038) 2026-02-09T22:32Z [----] followers, [----] engagements "Huh now what is this" [X Link](https://x.com/TheOtherParker_/status/2021243678166069477) 2026-02-10T15:23Z [----] followers, [----] engagements "@grok can you summarize this" [X Link](https://x.com/TheOtherParker_/status/2021244941243167151) 2026-02-10T15:28Z [----] followers, [----] engagements "From Grok (apparently slow today): - The post shares a July [----] Oxford Law blog on SEBI's interim order accusing Jane Street-linked entities of manipulating India's Bank Nifty index on [--] expiry days from 2023-2025 through timed stock/futures buys and sells to profit from short options positions. - SEBI deemed the trades a "deliberate device" distorting price discovery ordering a [----] crore ($554 million) escrow deposit and market bans which Jane Street met by July [--] [----] prompting partial restriction lifts. - The case signals heightened global scrutiny on algorithmic trading urging HFT" [X Link](https://x.com/TheOtherParker_/status/2021246239787057457) 2026-02-10T15:33Z [----] followers, [----] engagements "@SonnysCrib True but I have to hope ppl aren't still exposed" [X Link](https://x.com/TheOtherParker_/status/2021729080929067305) 2026-02-11T23:32Z [----] followers, [---] engagements "The cap being lifted goes both ways too btw. An army of Robinhood apes can pretty easily create a gamma squeeze to the upside especially if there are a bunch of panicked institutions on the other side that have been heavily shorting by buying puts. Anecdotally I have seen many signs of institutions buying significant downside protection via puts. The leads to the dealers being short gamma meaning every move is amplified because they have to sell to the downside and buy to the upside. You know what further amplifies this Long call buying by the WSB apes. And with the 25k contract cap limit. 5/" [X Link](https://x.com/TheOtherParker_/status/2019885561821991171) 2026-02-06T21:27Z [----] followers, 57.6K engagements "Now in Japanese. Thanks @Yu_Ayato BTC IBITBlackRockBTC BTC IBITBlackRockBTC" [X Link](https://x.com/TheOtherParker_/status/2021379394980413734) 2026-02-11T00:22Z [----] followers, [----] engagements "@joshuawwy How did you calculate this" [X Link](https://x.com/TheOtherParker_/status/2021869041154195589) 2026-02-12T08:48Z [----] followers, [---] engagements "This was the highest volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums were traded today also the highest ever for IBIT. Given these facts and the way $BTC and $SOL traded down in lockstep today (normally SOL trades with beta) + the relatively lower liquidations on CeFi exchanges this leads me to believe that the nexus of the problem lies with a large IBIT holder. IBIT has become the #1 venue for BTC options trading so my guess is that a hedge fund trading IBIT options is the culprit. If you look at the 13F filings for IBIT" [X Link](https://x.com/TheOtherParker_/status/2019587226871447687) 2026-02-06T01:41Z [----] followers, 2.1M engagements "Another interesting aspect to support the hypothesis is the realized volatility regime. This summer realized vol on $BTC (and $IBIT) completely collapsed to its absolute lowest levels on record. This was due to a massive short vol position built up in IBIT. Remember IBIT is the FOURTH most liquid options market in the world behind SPY QQQ and SPX Index options. That short vol position massively compressed the price which lowered volume and created a powder keg. Then on Oct [--] it completely blew up. If the fund(s) were shorting vol heavily (as any OG Bitcoiner looking to generate income on" [X Link](https://x.com/TheOtherParker_/status/2019623223675990366) 2026-02-06T04:04Z [----] followers, 43.6K engagements "Kinda sus. Nasdaq requested that the SEC allow them to remove the options contract caps on the major BTC and ETH ETFs and requested that they do so immediately without the standard [--] day waiting period. The SEC obliged. The contract caps were removed on Jan [--]. $BTC went cliff diving on Jan [--]. Why the urgency by Nasdaq a very buttoned up organization that isn't typically in a rush especially with the crypto markets as weak as they were These guys aren't dumb to the massive leverage options can inject. Maybe one or more funds had already blown up and a prime broker was panic requesting this" [X Link](https://x.com/TheOtherParker_/status/2019681418314678713) 2026-02-06T07:55Z [----] followers, 283.9K engagements "Here's how the Gamma Squeeze could have worked here. Just a made up example for those not familiar with Gamma Squeezes. Lets say its September [----]. Bitcoin is trading around $120k MSTR is buying DATs are doing well rates are starting to come down etc. Lots of bullish catalysts. You have a giant stack of BTC and want to generate some income. So you sell some WAY out of the money puts at $80k for [---] days out. No way BTC falls that far that fast. With ivol around 40% you make about 10% annualized on this trade if youre 10x levered. Maybe you also write similarly way OTM calls with the same" [X Link](https://x.com/TheOtherParker_/status/2019835623767724298) 2026-02-06T18:08Z [----] followers, 92.4K engagements "After talking to multiple folks I am much more convinced now that an HK-based fund who is a large holder of IBIT blew up. Moving from hypothesis to strong theory at this point. This was the highest volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums were traded today also the highest ever for IBIT. Given these facts and the way $BTC and $SOL traded down in lockstep today (normally This was the highest volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums were" [X Link](https://x.com/TheOtherParker_/status/2020517247132058010) 2026-02-08T15:17Z [----] followers, 32.8K engagements "@kalyugenjoyer @HyperliquidX Yeah and Solana et al" [X Link](https://x.com/TheOtherParker_/status/2020895215171592655) 2026-02-09T16:19Z [----] followers, [----] engagements "@kalyugenjoyer Citadel Virtu etc. Need everyone trading in spot BTC not just IBIT and CME futures" [X Link](https://x.com/TheOtherParker_/status/2020895371728183767) 2026-02-09T16:19Z [----] followers, [---] engagements "Here's the Bitcoin IVOL (VIX for Bitcoin) falling prior to 10/10. Cheap vol = cheaper puts" [X Link](https://x.com/TheOtherParker_/status/2020899499015594168) 2026-02-09T16:36Z [----] followers, [----] engagements "@KO_Markets Maybe $250M or more. When you look at the balance sheet of some of these large funds that's chump change" [X Link](https://x.com/TheOtherParker_/status/2021006100544344510) 2026-02-09T23:39Z [----] followers, [---] engagements "Come join if any of these look interesting. Lots of great speakers to listen to in the background while you work. Think of this as Breakpoint without the travel" [X Link](https://x.com/TheOtherParker_/status/2021271592769122726) 2026-02-10T17:14Z [----] followers, [----] engagements "Once again dumping overnight with good sized candles on low volume. Options ex tomorrow. I wonder what's going to happen at the open" [X Link](https://x.com/TheOtherParker_/status/2021472956598321555) 2026-02-11T06:34Z [----] followers, [----] engagements "Could openclaw single handedly monetize the [----] AI Capex spend The lobster is not slowing down much is it :D https://t.co/R1HylRCXHO The lobster is not slowing down much is it :D https://t.co/R1HylRCXHO" [X Link](https://x.com/TheOtherParker_/status/2021552602249564655) 2026-02-11T11:51Z [----] followers, [----] engagements "TL;DR on this and the HK fund hypothesis: [--]. IBIT options and related OTC options are now FAR more liquid than spot BTC. [--]. Giant hedge fund figured out they could go short with derivatives in size and then push the price of spot down (dealers helping with delta hedging) to make big money on their options shorts. Rinse and repeat with bigger and bigger size as the trade became more profitable. [--]. HK-based hedge fund on the other side of the trade blew up on 02/05. Lots of other stuff going on as a confluence of factors/accelerants but this was the core of what happened. WTF happened October" [X Link](https://x.com/TheOtherParker_/status/2021598096682279119) 2026-02-11T14:52Z [----] followers, 12.9K engagements "Lenders are the first to float to the surface then their counterparties show up. My guess is that at least one of their clients blew up and they couldn't liquidate them in time" [X Link](https://x.com/TheOtherParker_/status/2021643909143879899) 2026-02-11T17:54Z [----] followers, [---] engagements "STRC really is becoming a money market backed by BTC. So stable. Wow. Someone should launch a stablecoin backed by it. Just closed my $STRC trade. A nice 5.6% capital gain in [--] days. I could have waited to get the monthly dividend but wanted to rotate the profits into $MSTR. I will always buy STRC below $95 and ride it back to par. Easy money. https://t.co/CHFD6M9SfD Just closed my $STRC trade. A nice 5.6% capital gain in [--] days. I could have waited to get the monthly dividend but wanted to rotate the profits into $MSTR. I will always buy STRC below $95 and ride it back to par. Easy money." [X Link](https://x.com/TheOtherParker_/status/2021659500613447753) 2026-02-11T18:56Z [----] followers, [----] engagements "First the lender(s) float to the surface (Blockfills maybe others). Then the hedge funds float to the surface. In the last cycle Luna was the lender 3AC was the hedge fund. Then blockfi Celsius Voyager were the lenders and Alameda/FTX was the hedge fund. Fwiw I don't think we are talking anywhere near the same scale as last cycle. This is likely smaller and more contained. WTF happened October [--] to February [--] Part [--] of the HK Fund Blow up. This is the other side of the story. BTC (-48.38%) underperformed the S&P [---] (+0.53%) by a whopping 49.05% in [---] days What the actual fuck. BTC was" [X Link](https://x.com/anyuser/status/2021711090602717604) 2026-02-11T22:21Z [----] followers, [----] engagements "This is healthy actually. Every regulatory regime should undergo a complete overhaul every [--] years. Zero-base budgeting style. Allows you to completely remove all the cruft that should no longer be there. Case-in-point the Investment Company Act of [----]. Why are we using a law that is [--] years old to regulate emerging investment vehicles On a related note though many pieces of regulation simply aren't needed once the activity is moved onchain and becomes transparent and easily auditable. https://twitter.com/i/web/status/2021743172125442347 https://twitter.com/i/web/status/2021743172125442347" [X Link](https://x.com/TheOtherParker_/status/2021743172125442347) 2026-02-12T00:28Z [----] followers, [----] engagements "The "Big Bitcoin Short". Has a nice ring to it. The Bitcoin Big Short In this @Unchained_pod episode @TheOtherParker_ joins @laurashin to break down: ๐ฌ How the Feb. [--] may be tied to a non-crypto Hong Kong fund ๐ Whether an OG bitcoiner is involved ๐ค Why the Hong Kong fund has not been discovered ๐ฅฒ How another fund The Bitcoin Big Short In this @Unchained_pod episode @TheOtherParker_ joins @laurashin to break down: ๐ฌ How the Feb. [--] may be tied to a non-crypto Hong Kong fund ๐ Whether an OG bitcoiner is involved ๐ค Why the Hong Kong fund has not been discovered ๐ฅฒ How another fund" [X Link](https://x.com/TheOtherParker_/status/2021765700256464911) 2026-02-12T01:58Z [----] followers, [----] engagements "Now do $DFDV Further capitulation on ASST today. Second day in a row with a solid drop while MSTR/BTC remain mostly flat. Liking the entry even more now. -6% on a -1% Bitcoin move. EV mNAV is now only at 6% premium and MC mNAV is now at 0.65x. 48% amplification of Bitcoin. Bitcoin move https://t.co/aLPzFiUoZH Further capitulation on ASST today. Second day in a row with a solid drop while MSTR/BTC remain mostly flat. Liking the entry even more now. -6% on a -1% Bitcoin move. EV mNAV is now only at 6% premium and MC mNAV is now at 0.65x. 48% amplification of Bitcoin. Bitcoin move" [X Link](https://x.com/TheOtherParker_/status/2021955199401877945) 2026-02-12T14:31Z [----] followers, [----] engagements ""THE SKY IS FALLING FOR BRICK AND MORTAR" Some of you may remember but back in early [----] the "online retail will kill brick a mortar" narrative was strong. Everyone got nuked in [----]. For example Walmart was down 37% Costco was down 24% Home Depot was down 21% peak to trough in [----]. Many many other names were nuked as well. Since the lows in [----] though Walmart is up 760% (crossing a $1T mkt cap) Costco is up 918% and Home Depot is up 434%. The Nasdaq [---] with heavy concentration of the fastest growth AI names on the planet is only up 545%. Many other names that fell in [----] didn't recover" [X Link](https://x.com/TheOtherParker_/status/2022083545557348511) 2026-02-12T23:01Z [----] followers, [----] engagements "Maybe beating a dead horse at this point but great Q&A at the end of Breakout on the market meltdown. LIVE with @TheOtherParker_ - The Asian IBIT blow up thesis https://t.co/1BouhBUZjH LIVE with @TheOtherParker_ - The Asian IBIT blow up thesis https://t.co/1BouhBUZjH" [X Link](https://x.com/TheOtherParker_/status/2022132918055993598) 2026-02-13T02:17Z [----] followers, [---] engagements "What if AI & Robotics usher in an era of permanently low CPI What does the Fed do then" [X Link](https://x.com/TheOtherParker_/status/2016716008028057681) 2026-01-29T03:32Z [----] followers, [---] engagements "Crypto Capital Markets are truly incredible. Building products that build on infrastructure like @kamino is SO much easier than building with LegacyFi. No asking for permission opening accounts etc. You can just build things. With tools like Clawdbot creating one man army devshops we are nearing a complete hockey stick growth curve in fintech applications. I am in the process of seeing it first hand. https://twitter.com/i/web/status/2017046241469735114 https://twitter.com/i/web/status/2017046241469735114" [X Link](https://x.com/TheOtherParker_/status/2017046241469735114) 2026-01-30T01:24Z [----] followers, [---] engagements "After a week like this in crypto go touch some grass (or snow) this weekend" [X Link](https://x.com/TheOtherParker_/status/2017369622639747554) 2026-01-30T22:49Z [----] followers, [---] engagements "@rocky_cryptocks The post was sarcastic. MSTR spent over a year with an unrealized loss on their balance sheet in the last bear market and came roaring back" [X Link](https://x.com/TheOtherParker_/status/2018389669575323677) 2026-02-02T18:22Z [----] followers, [--] engagements "$DFDVx is also be tradable here. First Solana Treasury Company onchain on Solana. Trade borrow/lend pay yeet. DeFi is eating TradFi. ๐ซก BREAKING: Wall Street is officially onchain. xStocks are now live on Kraken โ [--] U.S. equities tokenized and tradable 24/5. More coming soon. Were not waiting for the future. Were building it.๐ https://t.co/iKu44ZiwZN Not available in the U.S. or to U.S. persons. Geo https://t.co/FjOsxDJ9se BREAKING: Wall Street is officially onchain. xStocks are now live on Kraken โ [--] U.S. equities tokenized and tradable 24/5. More coming soon. Were not waiting for the" [X Link](https://x.com/anyuser/status/1939652331395789082) 2025-06-30T11:48Z [----] followers, [----] engagements "Solana is the chain for real world assets including $DFDVx. More up and more to the right. Letsago" [X Link](https://x.com/anyuser/status/1945209244552212527) 2025-07-15T19:49Z [----] followers, [---] engagements "Genuine question what qualifies as a "stablecoin" Is Ethena/USDe/sUSDe a stablecoin" [X Link](https://x.com/TheOtherParker_/status/2000787225500627256) 2025-12-16T04:37Z [----] followers, [---] engagements "Up only brethren On Oct [--] there was a rumor that MSCI would not incorporate MSTR in its index. The market dropped 36%. MSCI just went the other way. And you are still bearish On Oct [--] there was a rumor that MSCI would not incorporate MSTR in its index. The market dropped 36%. MSCI just went the other way. And you are still bearish" [X Link](https://x.com/TheOtherParker_/status/2008746071548457197) 2026-01-07T03:42Z [----] followers, [---] engagements "@KobeissiLetter @JupiterExchange Check out $DFDVx onchain. Doing quite well" [X Link](https://x.com/TheOtherParker_/status/2011276443653947668) 2026-01-14T03:17Z [----] followers, [---] engagements "0.51% We hope the @federalreserve would at least take a look at our real price data which show inflation already below 2% @realDonaldTrump @elonmusk. And if we use the BLS's own weighting with our millions of price points inflation is 0.51%. https://t.co/IRgQPkwMoc We hope the @federalreserve would at least take a look at our real price data which show inflation already below 2% @realDonaldTrump @elonmusk. And if we use the BLS's own weighting with our millions of price points inflation is 0.51%. https://t.co/IRgQPkwMoc" [X Link](https://x.com/TheOtherParker_/status/2014852551406141863) 2026-01-24T00:07Z [----] followers, [----] engagements "More volume on the 4h candle for BTCUSD on all exchanges than the previous bottom back in late November. Volume within 40% of Oct 10th on most exchanges as well with Kraken volume effectively equal to Oct 10" [X Link](https://x.com/TheOtherParker_/status/2017697432725758175) 2026-01-31T20:32Z [----] followers, [---] engagements "@Factualman6404 @rocky_cryptocks Exactly. Key word is potential at least for a short term bounce" [X Link](https://x.com/TheOtherParker_/status/2017765505969332553) 2026-02-01T01:02Z [----] followers, [--] engagements "@rocky_cryptocks The post was sarcastic. MSTR spent over a year with an unrealized loss on their balance sheet in the last bear market and came roaring back. I am of course very bullish on DFDV" [X Link](https://x.com/TheOtherParker_/status/2018389756812664905) 2026-02-02T18:23Z [----] followers, [--] engagements "First the lender(s) float to the surface (Blockfills maybe others). Then the hedge funds float to the surface. In the last cycle Luna was the lender 3AC was the hedge fund. Then blockfi Celsius Voyager were the lenders and Alameda/FTX was the hedge fund. Fwiw I don't think we are talking anywhere near the same scale as last cycle. This is likely smaller and more contained. WTF happened October [--] to February [--] Part [--] of the HK Fund Blow up. This is the other side of the story. BTC (-48.38%) underperformed the S&P [---] (+0.53%) by a whopping 49.05% in [---] days What the actual fuck. BTC was" [X Link](https://x.com/anyuser/status/2021711090602717604) 2026-02-11T22:21Z [----] followers, [----] engagements "WTF happened October [--] to February [--] Part [--] of the HK Fund Blow up. This is the other side of the story. BTC (-48.38%) underperformed the S&P [---] (+0.53%) by a whopping 49.05% in [---] days What the actual fuck. BTC was supposed to be rapidly institutionalizing but this is the largest multi-quarter depeg from the S&P [---] ever. And all with ZERO explanation. No cause only effect. There is always a cause though we just have to find it. Typically when a hedge fund blows up in catastrophic fashion the market isnt the killer its something - or someone - specific an actual killer. Amaranth Advisors" [X Link](https://x.com/anyuser/status/2020884199075434559) 2026-02-09T15:35Z [----] followers, 159.6K engagements "Tough week for risk assets $SOL and $DFDV. Geez My personal thesis on DFDV is this: [--]. Solana is going to go up bigly over the next decade at least to $10k because the world is going more digital (not less) and Solana is going to capture a huge slice of the global digital value transfer pie. [--]. A DAT that myself and my buddies/long time colleagues control (via voting) and own (20% of the common stock together) is by far the best way to grow my exposure to SOL. If we can hit [--] SPS by Dec [----] then I will be very very wealthy based on my current share count alone. My sincere hope is that" [X Link](https://x.com/anyuser/status/1989688586875379726) 2025-11-15T13:35Z [----] followers, 24K engagements "1/ As the single largest shareholder of $DFDV and member of a team that owns greater than 1/3 of the total stock I can tell you that we are fully locked in and maniacally focused on SOL Per Share Growth. We benefit more than anyone when we are successful" [X Link](https://x.com/anyuser/status/1938970794669023343) 2025-06-28T14:40Z [----] followers, 14.4K engagements "$SOL at $175 feels like a pretty good buy. 70% upside back to ATH while BTC and ETH are already at ATHs. Seems like an obv opp for the rotatooors esp given the strong and further improving fundamentals on Solana vs. Ethereum" [X Link](https://x.com/anyuser/status/1950700588871897291) 2025-07-30T23:30Z [----] followers, [----] engagements "$DFDV looks good here" [X Link](https://x.com/anyuser/status/1961457274905350415) 2025-08-29T15:53Z [----] followers, [----] engagements "We (@defidevcorp team) are cooking up some crazy shit" [X Link](https://x.com/anyuser/status/1944462954457674220) 2025-07-13T18:24Z [----] followers, [----] engagements "We came we saw we rang the bell" [X Link](https://x.com/anyuser/status/1961731063652250058) 2025-08-30T10:01Z [----] followers, [----] engagements "Cat's out of the bag now: Solana NASDAQ Takeover - Powered by DFDV. Come out if you can https://www.globenewswire.com/news-release/2025/08/27/3140093/0/en/DeFi-Development-Corp-to-Ring-the-Nasdaq-Closing-Bell-This-Friday-Celebrating-Milestones-and-the-Solana-Community.html https://www.globenewswire.com/news-release/2025/08/27/3140093/0/en/DeFi-Development-Corp-to-Ring-the-Nasdaq-Closing-Bell-This-Friday-Celebrating-Milestones-and-the-Solana-Community.html" [X Link](https://x.com/anyuser/status/1960717845706281386) 2025-08-27T14:55Z [----] followers, [----] engagements "Bought more $SOL. 1/ We're back to stackin' $SOL ๐ Today we're announcing that we've acquired an additional [-----] $SOL - a symbolic nod to the U.S. Declaration of Independence signed on July [--] [----]. This purchase marks the resumption of our $SOL accumulation strategy. https://t.co/Btyl3Ms85e 1/ We're back to stackin' $SOL ๐ Today we're announcing that we've acquired an additional [-----] $SOL - a symbolic nod to the U.S. Declaration of Independence signed on July [--] [----]. This purchase marks the resumption of our $SOL accumulation strategy. https://t.co/Btyl3Ms85e" [X Link](https://x.com/anyuser/status/1940762977160048961) 2025-07-03T13:22Z [----] followers, [----] engagements "1/ We're back to stackin' $SOL ๐ Today we're announcing that we've acquired an additional [-----] $SOL - a symbolic nod to the U.S. Declaration of Independence signed on July [--] [----]. This purchase marks the resumption of our $SOL accumulation strategy" [X Link](https://x.com/anyuser/status/1940761694781034620) 2025-07-03T13:17Z 17.4K followers, 47.7K engagements "You didn't just think we'd sit around run the ELOC and buy SOL did you anon With each new successful launch where we have a "day 1" stake in the franchise we can grow SPS at $DFDV with near zero dilution. Lots more to come on this over the coming weeka and months. Super stoked for this https://www.cnbc.com/2025/07/17/crypto-accumulator-defi-development-to-franchise-its-solana-treasury-model.html https://www.cnbc.com/2025/07/17/crypto-accumulator-defi-development-to-franchise-its-solana-treasury-model.html" [X Link](https://x.com/anyuser/status/1945822720454979985) 2025-07-17T12:27Z [----] followers, [----] engagements "It's so sad when crypto markets are ripping but $DFDV trades on the boomer NASDAQ that closes at 4pm ET. Jk our stock also trades 24/7/365 in defi and cefi: https://coinmarketcap.com/currencies/dfdv-tokenized-stock-xstock/ https://coinmarketcap.com/currencies/dfdv-tokenized-stock-xstock/" [X Link](https://x.com/anyuser/status/1943442729788412040) 2025-07-10T22:50Z [----] followers, [----] engagements "We buy more 1/ Today we announce that we've grown our treasury holdings by [------] $SOL bringing our total balance to [-------] SOL ($273M) ๐ This latest purchase means $DFDV's SOL Per Share (SPS) has advanced +48% over the past [--] days to [------] SOL. ๐งต https://t.co/CPhlbBL2zy 1/ Today we announce that we've grown our treasury holdings by [------] $SOL bringing our total balance to [-------] SOL ($273M) ๐ This latest purchase means $DFDV's SOL Per Share (SPS) has advanced +48% over the past [--] days to [------] SOL. ๐งต https://t.co/CPhlbBL2zy" [X Link](https://x.com/anyuser/status/1956380314093379751) 2025-08-15T15:39Z [----] followers, [----] engagements "1/ Today we announce that we've grown our treasury holdings by [------] $SOL bringing our total balance to [-------] SOL ($273M) ๐ This latest purchase means $DFDV's SOL Per Share (SPS) has advanced +48% over the past [--] days to [------] SOL. ๐งต" [X Link](https://x.com/anyuser/status/1956340143687925915) 2025-08-15T13:00Z 17.4K followers, 31.3K engagements "This is a really big initiative for us. Let me explain the rationale as some folks see it as a departure from our mission but that's not the case. With Treasury Accelerator we are helping to launch the next generation of DATs mostly SOL DATs. The investment into these DATs are strategic investments not purely financial investments like a fund might do. What does that mean When we help launch a new DAT we offer a complete package. Asset management finding a public vehicle validator services accounting consulting fundraising support etc and an investment. Given our experience being the first" [X Link](https://x.com/anyuser/status/1968798626592997692) 2025-09-18T22:05Z [----] followers, [----] engagements "1/ Our next big initiative is finally here ๐ Were expanding our Treasury Accelerator to fund other Digital Asset Treasuries (DATs). For the first time the $DFDV balance sheet will directly help catalyze global DAT growth while also fueling $SOL Per Share (SPS) growth. ๐งต" [X Link](https://x.com/anyuser/status/1968657690143731799) 2025-09-18T12:45Z 17.4K followers, 19.1K engagements "Moar 1/ Were stacking $SOL like its our job. Because it is. Today we're announcing that we've acquired an additional [------] SOL bringing our total to [------] SOL ($133.1M). This latest purchase makes $DFDV the largest public holder of SOL. ๐งต https://t.co/agICiLanac 1/ Were stacking $SOL like its our job. Because it is. Today we're announcing that we've acquired an additional [------] SOL bringing our total to [------] SOL ($133.1M). This latest purchase makes $DFDV the largest public holder of SOL. ๐งต https://t.co/agICiLanac" [X Link](https://x.com/anyuser/status/1943298402865074288) 2025-07-10T13:16Z [----] followers, [----] engagements "1/ Were stacking $SOL like its our job. Because it is. Today we're announcing that we've acquired an additional [------] SOL bringing our total to [------] SOL ($133.1M). This latest purchase makes $DFDV the largest public holder of SOL. ๐งต" [X Link](https://x.com/anyuser/status/1943287729275670691) 2025-07-10T12:34Z 17.4K followers, 87.7K engagements "I've noticed an uptick in folks upset about the performance of DATs across and I totally get it. As a massive DFDV shareholder it sucks Especially bc I haven't sold a single share. I've got buddies in Metaplanet that are rekt (down 76% from ATH while BTC is up 8% over the same period). I've got buddies in MSTR that are rekt (down 37% from ATH while BTC is up 21% over the same period). I've got buddies in BMNR that are rekt (down 66% from ATH while ETH is up 71%). I've got buddies in SBET that are rekt (down 86% from ATH while ETH is up 74%). Lots of pain all around with NAVs compressing" [X Link](https://x.com/anyuser/status/1973578418488045916) 2025-10-02T02:38Z [----] followers, [----] engagements "Stacking 1/ Today we're making history yet again. We're issuing forward-looking guidance making $DFDV the 1st non-Bitcoin treasury strategy to do so. The $SOL Per Share (SPS) Targets ๐ธ [-----] SPS by June [----] (+261% increase) ๐ธ [--] SPS by December [----] (+2088% increase) https://t.co/qiPx9RaXiw 1/ Today we're making history yet again. We're issuing forward-looking guidance making $DFDV the 1st non-Bitcoin treasury strategy to do so. The $SOL Per Share (SPS) Targets ๐ธ [-----] SPS by June [----] (+261% increase) ๐ธ [--] SPS by December [----] (+2088% increase) https://t.co/qiPx9RaXiw" [X Link](https://x.com/anyuser/status/1944742108554002760) 2025-07-14T12:53Z [----] followers, [----] engagements "1/ Today we're making history yet again. We're issuing forward-looking guidance making $DFDV the 1st non-Bitcoin treasury strategy to do so. The $SOL Per Share (SPS) Targets ๐ธ [-----] SPS by June [----] (+261% increase) ๐ธ [--] SPS by December [----] (+2088% increase)" [X Link](https://x.com/anyuser/status/1944728653537153512) 2025-07-14T12:00Z 17.4K followers, 34.1K engagements "$SOL = NASDAQ of Crypto $DFDV = Crypto of NASDAQ ๐ค @defidevcorp Damn well said. Perfect framing. $SOL is the Nasdaq of crypto.fast efficient built for serious scale. But heres the kicker: its not just performant its decentralized where it counts. ๐น Nakamoto Coefficient: ๐ $ETH: [--] ๐ $SOL: [--] ๐น Decentralization is mandatory https://t.co/P6DfoBbOu0 @defidevcorp Damn well said. Perfect framing. $SOL is the Nasdaq of crypto.fast efficient built for serious scale. But heres the kicker: its not just performant its decentralized where it counts. ๐น Nakamoto Coefficient: ๐ $ETH: [--] ๐ $SOL: [--] ๐น" [X Link](https://x.com/anyuser/status/1945608556532961751) 2025-07-16T22:16Z [----] followers, [----] engagements "Damn well said. Perfect framing. $SOL is the Nasdaq of crypto.fast efficient built for serious scale. But heres the kicker: its not just performant its decentralized where it counts. ๐น Nakamoto Coefficient: ๐ $ETH: [--] ๐ $SOL: [--] ๐น Decentralization is mandatory not just "nice" ๐น $SOL doesnt rely on L2 scaffolding to function ๐น Its all happening on a single unified layer $DFDV on Nasdaq $SOL on-chain. Thats the blueprint" [X Link](https://x.com/anyuser/status/1945195938726760651) 2025-07-15T18:57Z [----] followers, [----] engagements "I've been working on this one for quite awhile now with @leomarudesu and @shigerus27 . Super excited to announce the ticker symbol on this one when we can 1/ The global expansion MUST continue Today we announce the forthcoming launch of DFDV JP alongside @SuperteamJapan. @DeFiDevCorp_JP is the first $SOL Digital Asset Treasury (DAT) in Japan and is part of our Treasury Accelerator Program. What this means for Solana. ๐งต https://t.co/ynNKY0A7pw 1/ The global expansion MUST continue Today we announce the forthcoming launch of DFDV JP alongside @SuperteamJapan. @DeFiDevCorp_JP is the first $SOL" [X Link](https://x.com/anyuser/status/1976061393179902196) 2025-10-08T23:05Z [----] followers, [----] engagements "1/ The global expansion MUST continue Today we announce the forthcoming launch of DFDV JP alongside @SuperteamJapan. @DeFiDevCorp_JP is the first $SOL Digital Asset Treasury (DAT) in Japan and is part of our Treasury Accelerator Program. What this means for Solana. ๐งต" [X Link](https://x.com/anyuser/status/1976060714587685088) 2025-10-08T23:02Z 17.4K followers, 23.8K engagements "$BTC on Solana. It's a beautiful thing especially coming from a btc is money maximalist like myself. SO much better to have it active in DeFi than being rehypothecated on centralized lenders and paper traded on exchanges. $BTC ๐ค $SOL there's [----] Bitcoin on Solana ๐ hope this helps https://t.co/eyGwaIDR2U there's [----] Bitcoin on Solana ๐ hope this helps https://t.co/eyGwaIDR2U" [X Link](https://x.com/anyuser/status/1943790440232497226) 2025-07-11T21:52Z [----] followers, [----] engagements "there's [----] Bitcoin on Solana ๐ hope this helps" [X Link](https://x.com/anyuser/status/1943454067361284374) 2025-07-10T23:35Z 3.7M followers, 392.3K engagements "5/ Our ambition and vision for @defidevcorp is sky high and we are channeling our collective 20+ years of crypto experience to build something truly special for the long term. In Service of SPS Growth ๐ซก" [X Link](https://x.com/anyuser/status/1938970803766452386) 2025-06-28T14:40Z [----] followers, [----] engagements "When in doubt zoom out. Downside volatility sucks but it's par for the course in crypto. You get the ups and the downs. mNAVs have compressed across the board including MSTR now trading at a 1.7x mNAV. If it seems like we are pretty quiet on the topic of price it's because there are like [--] thousand rules regulations and guidelines about public company execs talking about price. Just ask Grok. As a general tip though especially with highly volatility assets (of any kind) write down your exit points when you enter a position. Put a stop loss in place to limit the pain and then a take profit" [X Link](https://x.com/anyuser/status/1950404451522765055) 2025-07-30T03:53Z [----] followers, [----] engagements "$DFDVx is also be tradable here. First Solana Treasury Company onchain on Solana. Trade borrow/lend pay yeet. DeFi is eating TradFi. ๐ซก BREAKING: Wall Street is officially onchain. xStocks are now live on Kraken โ [--] U.S. equities tokenized and tradable 24/5. More coming soon. Were not waiting for the future. Were building it.๐ https://t.co/iKu44ZiwZN Not available in the U.S. or to U.S. persons. Geo https://t.co/FjOsxDJ9se BREAKING: Wall Street is officially onchain. xStocks are now live on Kraken โ [--] U.S. equities tokenized and tradable 24/5. More coming soon. Were not waiting for the" [X Link](https://x.com/anyuser/status/1939652331395789082) 2025-06-30T11:48Z [----] followers, [----] engagements "BREAKING: Wall Street is officially onchain. xStocks are now live on Kraken โ [--] U.S. equities tokenized and tradable 24/5. More coming soon. Were not waiting for the future. Were building it.๐ Not available in the U.S. or to U.S. persons. Geo restrictions apply. https://k.xyz/xStocks https://k.xyz/xStocks" [X Link](https://x.com/anyuser/status/1939640352991756798) 2025-06-30T11:01Z 1.7M followers, 2M engagements "Time to buy more $SOL 1/ Today we announce a $100M private convertible note offering with plans to accumulate more $SOL. ๐ Heres what it means. ๐งต https://t.co/LGdJAuKDM6 1/ Today we announce a $100M private convertible note offering with plans to accumulate more $SOL. ๐ Heres what it means. ๐งต https://t.co/LGdJAuKDM6" [X Link](https://x.com/anyuser/status/1940146493048201581) 2025-07-01T20:32Z [----] followers, [----] engagements "1/ Today we announce a $100M private convertible note offering with plans to accumulate more $SOL. ๐ Heres what it means. ๐งต" [X Link](https://x.com/anyuser/status/1940146407153033595) 2025-07-01T20:32Z 17.4K followers, 2.1M engagements "Hunting takes patience and is fucking hard work. I spent the last two weeks in the back country moose hunting (and working from my starlink just in case the haters want to go nuts). We sat in the rain and [--] degrees each day for hours cold and wet just sitting and watching. We would do some calls a few times a day and do a little scouting but mostly we just waited. Then one afternoon while we were eating lunch there was a dense fog around camp (we were on a mountain) and we heard a moose grunt. We quickly jumped up and there was a small bull moose (still [---] lbs at least) about [--] yds from" [X Link](https://x.com/anyuser/status/1972547526755827743) 2025-09-29T06:22Z [----] followers, [----] engagements "We came we saw we had a ball. Till next time @SolanaConf" [X Link](https://x.com/anyuser/status/1926107236746564047) 2025-05-24T02:45Z [----] followers, [----] engagements "Wat Updated. https://t.co/yDVVsjpHJx Updated. https://t.co/yDVVsjpHJx" [X Link](https://x.com/anyuser/status/1961120870186770450) 2025-08-28T17:37Z [----] followers, [----] engagements "Updated. https://t.co/ALOgJylfxU https://t.co/ALOgJylfxU" [X Link](https://x.com/anyuser/status/1961120656835133728) 2025-08-28T17:36Z 17.4K followers, 11.8K engagements "First ever DAT Dividend ๐ 1/ $DFDV declares Shareholder Warrant Dividend The complete press release. ๐ https://t.co/sCkbJEygXG 1/ $DFDV declares Shareholder Warrant Dividend The complete press release. ๐ https://t.co/sCkbJEygXG" [X Link](https://x.com/anyuser/status/1976070932142899410) 2025-10-08T23:43Z [----] followers, [----] engagements "1/ $DFDV declares Shareholder Warrant Dividend The complete press release. ๐ https://www.globenewswire.com/news-release/2025/10/08/3163339/0/en/DeFi-Development-Corp-Announces-Dividend-of-Warrant-to-Stockholders.html https://www.globenewswire.com/news-release/2025/10/08/3163339/0/en/DeFi-Development-Corp-Announces-Dividend-of-Warrant-to-Stockholders.html" [X Link](https://x.com/anyuser/status/1975902123876639082) 2025-10-08T12:32Z 17.4K followers, 1.7M engagements "Such a sad lonely dot https://t.co/LmoaDSdx6m https://t.co/LmoaDSdx6m" [X Link](https://x.com/TheOtherParker_/status/1942220102172315866) 2025-07-07T13:52Z [----] followers, [----] engagements "I don't know who needs to hear this but $SOL is going to $10k" [X Link](https://x.com/anyuser/status/1968509380468556043) 2025-09-18T02:56Z [----] followers, [----] engagements "Well boys and girls we've made it $dfdv Jim Cramer is fading ๐ Thank you Solana Jesus @defidevcorp @dfdv_intern https://t.co/d4LjlIeRMG $dfdv Jim Cramer is fading ๐ Thank you Solana Jesus @defidevcorp @dfdv_intern https://t.co/d4LjlIeRMG" [X Link](https://x.com/anyuser/status/1926347332158620098) 2025-05-24T18:39Z [----] followers, [----] engagements "$dfdv Jim Cramer is fading ๐ Thank you Solana Jesus @defidevcorp @dfdv_intern" [X Link](https://x.com/anyuser/status/1926343440360472951) 2025-05-24T18:24Z [---] followers, [----] engagements "We'll be releasing the shareholder letter here shortly and then the video recording answering questions tomorrow morning. We appreciate the patience here We wanted to wait until the raise closed so that we could discuss the details in the letter and on the recording. Given tonights news were bumping our shareholder letter to tomorrow after the close and our business update to Thursday morning. Stay tuned weve got a lot to share ๐ซก https://t.co/xvm1qE52Zg Given tonights news were bumping our shareholder letter to tomorrow after the close and our business update to Thursday morning. Stay tuned" [X Link](https://x.com/anyuser/status/1940448093327196401) 2025-07-02T16:30Z [----] followers, [----] engagements "Given tonights news were bumping our shareholder letter to tomorrow after the close and our business update to Thursday morning. Stay tuned weve got a lot to share ๐ซก https://www.globenewswire.com/news-release/2025/07/01/3108784/0/en/DeFi-Development-Corp-Announces-Proposed-Private-Offering-of-100-Million-of-Convertible-Notes.html https://www.globenewswire.com/news-release/2025/07/01/3108784/0/en/DeFi-Development-Corp-Announces-Proposed-Private-Offering-of-100-Million-of-Convertible-Notes.html" [X Link](https://x.com/anyuser/status/1940142217043091814) 2025-07-01T20:15Z [---] followers, [----] engagements "$10k SOL is programmed imo. Will be sharing a full research report + model on this soon but I am becoming increasingly convinced by minds much smarter than mine that $10k is the future FLOOR" [X Link](https://x.com/anyuser/status/1967604804659863606) 2025-09-15T15:01Z [----] followers, [---] engagements "Big day today. Let's take Solana "public" first on the NASDAQ and then all over the world" [X Link](https://x.com/TheOtherParker_/status/1961370385607282891) 2025-08-29T10:08Z [----] followers, [---] engagements "I'm so fucking bullish on this. Now I can stare at the charts on the weekends too. Praise the Lord 1/ It's official you can now trade our stock onchain with $DFDVx No middlemen. ๐ โ No market hours. ๐ Just Solana speed. ๐ Powered by @xStocksFi fueled by @orca_so. https://t.co/3cpYsqagXQ 1/ It's official you can now trade our stock onchain with $DFDVx No middlemen. ๐ โ No market hours. ๐ Just Solana speed. ๐ Powered by @xStocksFi fueled by @orca_so. https://t.co/3cpYsqagXQ" [X Link](https://x.com/anyuser/status/1940833224395313625) 2025-07-03T18:01Z [----] followers, [---] engagements "1/ It's official you can now trade our stock onchain with $DFDVx No middlemen. ๐ โ No market hours. ๐ Just Solana speed. ๐ Powered by @xStocksFi fueled by @orca_so" [X Link](https://x.com/anyuser/status/1940832812149756380) 2025-07-03T17:59Z 17.4K followers, 16.6K engagements "Next stop $TSLA Solana just flipped @Ferrari in market cap. $SOL: $89B $RACE: $88B Proving yet again to be the fastest horse. https://t.co/JTh9bh917o Solana just flipped @Ferrari in market cap. $SOL: $89B $RACE: $88B Proving yet again to be the fastest horse. https://t.co/JTh9bh917o" [X Link](https://x.com/anyuser/status/1943722719104614761) 2025-07-11T17:23Z [----] followers, [---] engagements "Solana just flipped @Ferrari in market cap. $SOL: $89B $RACE: $88B Proving yet again to be the fastest horse" [X Link](https://x.com/anyuser/status/1943717666667032836) 2025-07-11T17:02Z 17.4K followers, [----] engagements "3/ It is very possible that if we are silent on a given topic it's because we are required to be by SEC regulation or NASDAQ rules. Despite this we incorporate all of the community feedback into our plans and priorities so please keep it coming" [X Link](https://x.com/anyuser/status/1938970798611656781) 2025-06-28T14:40Z [----] followers, [----] engagements "Being first to market is more than a nice title We are half a year ahead in experience. DFDV will continue to set the standard for other DATs and drive innovation across the industry. ACCELERATE" [X Link](https://x.com/anyuser/status/1968389539631874321) 2025-09-17T19:00Z [----] followers, [---] engagements ""SOL is for stables" I keep talking to institutional investors who are saying "Ethereum is the chain for stables". Idk what nonsense the ETH bois have cooked up but we need to make it clear. "SOL is for stables". It sounds better anyways" [X Link](https://x.com/anyuser/status/1943031347154686025) 2025-07-09T19:35Z [----] followers, [----] engagements "Weve always believed in building with our shareholders not just for them. This warrant dividend is our way of putting that belief into practice by giving every DFDV investor the chance to share in the upside as we scale. Details below but TLDR: were aligning growth with conviction. If youre holding $DFDV you get free warrants. DeFi Development Corp. (Nasdaq: DFDV) has declared a dividend of warrants to its stockholders. Record date: October [--] [----]. Only holders of record on this date will receive the warrants. FAQs regarding the dividend warrant. ๐ Q: Whats a warrant A: It's an option to" [X Link](https://x.com/anyuser/status/1980333358690496656) 2025-10-20T18:00Z [----] followers, [----] engagements "DeFi Development Corp. (Nasdaq: DFDV) has declared a dividend of warrants to its stockholders. Record date: October [--] [----]. Only holders of record on this date will receive the warrants. FAQs regarding the dividend warrant. ๐ Q: Whats a warrant A: It's an option to buy shares of common shares issued directly by a company. It gives the holder the right but not the obligation to purchase a share of common stock at a specified exercise price on or before the warrants expiration date. Q: What is a warrant dividend A: A distribution of warrants by the company pro-rata to all existing common" [X Link](https://x.com/anyuser/status/1980310933047222343) 2025-10-20T16:31Z 17.4K followers, 20.7K engagements "Terminator Solana Jesus. He's come from the future to eliminate paper hands" [X Link](https://x.com/anyuser/status/1940612157391229154) 2025-07-03T03:22Z [----] followers, [---] engagements "The thing about DFDV is that we don't just sit on our treasury we are utilizing it daily to grow SPS. We also continue to develop new ways to generate revenue for the company. "The stock is not the company and the company is not the stock" - Bezos" [X Link](https://x.com/anyuser/status/1984129076307882404) 2025-10-31T05:23Z [----] followers, [---] engagements "69. Even when we aren't in control the degens meme for us. ๐ซก $DFDVx total supply 69K and climbing. ๐ https://t.co/1ebB9ThWjX $DFDVx total supply 69K and climbing. ๐ https://t.co/1ebB9ThWjX" [X Link](https://x.com/anyuser/status/1945512934110830777) 2025-07-16T15:56Z [----] followers, [---] engagements "$DFDVx total supply 69K and climbing. ๐" [X Link](https://x.com/anyuser/status/1945502829931639283) 2025-07-16T15:16Z 17.4K followers, [----] engagements "We did it. ๐ Bringing a crypto-native treasury model to the public market. ๐ฆ @defidevcorp is the first U.S. public company with a treasury strategy built to accumulate and compound Solana. ๐ Honored to be your partner $DFDV https://t.co/LlcST3Lwny ๐ Bringing a crypto-native treasury model to the public market. ๐ฆ @defidevcorp is the first U.S. public company with a treasury strategy built to accumulate and compound Solana. ๐ Honored to be your partner $DFDV https://t.co/LlcST3Lwny" [X Link](https://x.com/anyuser/status/1961910240456147171) 2025-08-30T21:53Z [----] followers, [----] engagements "๐ Bringing a crypto-native treasury model to the public market. ๐ฆ @defidevcorp is the first U.S. public company with a treasury strategy built to accumulate and compound Solana. ๐ Honored to be your partner $DFDV" [X Link](https://x.com/anyuser/status/1961539595918582091) 2025-08-29T21:20Z 773.3K followers, 67.6K engagements "Let's GOOOOOO (I was sleeping - preparing for the big day) Who is ready to ring the @NasdaqExchange bell with @defidevcorp @0xinliberty @John_DFDV @TheOtherParker_ Will you be there @dfdv_intern https://t.co/vfOrrvm0Pk Who is ready to ring the @NasdaqExchange bell with @defidevcorp @0xinliberty @John_DFDV @TheOtherParker_ Will you be there @dfdv_intern https://t.co/vfOrrvm0Pk" [X Link](https://x.com/anyuser/status/1961079934480204083) 2025-08-28T14:54Z [----] followers, [----] engagements "Who is ready to ring the @NasdaqExchange bell with @defidevcorp @0xinliberty @John_DFDV @TheOtherParker_ Will you be there @dfdv_intern" [X Link](https://x.com/lababidi/status/1961061552049533289) 2025-08-28T13:41Z [---] followers, [----] engagements "4/ Rest assured we are hyper focused on winning and as the largest shareholders ourselves are totally aligned with our other shareholders" [X Link](https://x.com/anyuser/status/1938970801094697132) 2025-06-28T14:40Z [----] followers, [----] engagements "We keep buying rain or shine https://www.coindesk.com/markets/2025/07/29/defi-dev-boosts-solana-treasury-to-usd218m-after-latest-purchase https://www.coindesk.com/markets/2025/07/29/defi-dev-boosts-solana-treasury-to-usd218m-after-latest-purchase" [X Link](https://x.com/anyuser/status/1950179565386482144) 2025-07-29T13:00Z [----] followers, [----] engagements "Boom. [--] 9s 1/ ๐จ JUST [--] $SOL TO GO. That's right DeFi Dev Corp. now holds [------] $SOL on our balance sheet after raising $19M from our Equity Line. $192M of SOL stacked. Staked. Compounding. Onchain. Who is ready for us to accumulate the next [-------] $SOL https://t.co/K2B6ZxJIId 1/ ๐จ JUST [--] $SOL TO GO. That's right DeFi Dev Corp. now holds [------] $SOL on our balance sheet after raising $19M from our Equity Line. $192M of SOL stacked. Staked. Compounding. Onchain. Who is ready for us to accumulate the next [-------] $SOL https://t.co/K2B6ZxJIId" [X Link](https://x.com/anyuser/status/1947276696237007162) 2025-07-21T12:45Z [----] followers, [---] engagements "1/ ๐จ JUST [--] $SOL TO GO. That's right DeFi Dev Corp. now holds [------] $SOL on our balance sheet after raising $19M from our Equity Line. $192M of SOL stacked. Staked. Compounding. Onchain. Who is ready for us to accumulate the next [-------] $SOL" [X Link](https://x.com/anyuser/status/1947266409421234461) 2025-07-21T12:04Z 17.4K followers, 60.3K engagements "Earnings out. We are just getting started. I'm excited for wall street analysts everywhere to start digging into the numbers. Although the DeFi Degens know that the real numbers that matter are right on our website Today $DFDV announces Q2 [----] earnings. Access our earnings report. ๐ https://t.co/y1G59yTnXc The official press release. ๐ https://t.co/yh6Sm5fU2J Today $DFDV announces Q2 [----] earnings. Access our earnings report. ๐ https://t.co/y1G59yTnXc The official press release. ๐ https://t.co/yh6Sm5fU2J" [X Link](https://x.com/anyuser/status/1955545271645114722) 2025-08-13T08:21Z [----] followers, [----] engagements "Today $DFDV announces Q2 [----] earnings. Access our earnings report. ๐ The official press release. ๐ https://www.globenewswire.com/news-release/2025/08/12/3132111/0/en/DeFi-Development-Corp-Announces-Second-Quarter-2025-Earnings.html https://defidevcorp.com/investortab=Earnings https://www.globenewswire.com/news-release/2025/08/12/3132111/0/en/DeFi-Development-Corp-Announces-Second-Quarter-2025-Earnings.html https://defidevcorp.com/investortab=Earnings" [X Link](https://x.com/anyuser/status/1955384419843444920) 2025-08-12T21:42Z 17.4K followers, 77.8K engagements "It's crazy how a few red candles can turn long term investors into traders. The best investors set out with a time horizon and a set of criteria to reevaluate your time horizon. If you're a trader then yeah something's up maybe Binance/Wintermute issues Maybe AI trade getting overheated Maybe OG selling exhausting the market Maybe now is a good time to take a little risk off and see if a trend materializes to book a quick swing profit. If you came in as an investor though has anything changed on $SOL The answer is no only positive things (Western Union TVL boom etc). So if you have cash now" [X Link](https://x.com/anyuser/status/1985740375626301469) 2025-11-04T16:06Z [----] followers, [---] engagements "$BTC about to blast through ATH if it does convincingly (not just a scam weekend wick) then $SOL hopefully right behind it to start making a run at $300" [X Link](https://x.com/anyuser/status/1974145542377910723) 2025-10-03T16:12Z [----] followers, [---] engagements "Super Tokyo off to a great start" [X Link](https://x.com/anyuser/status/1959448855528763664) 2025-08-24T02:53Z [----] followers, [----] engagements "2 hours on a Saturday morning responding to all of your questions. I'll do it again next month ๐ค https://www.reddit.com/r/DFDVDegens/comments/1oe7usj/oct_2025_official_dfdv_ama_ask_the_team_anything/ https://www.reddit.com/r/DFDVDegens/comments/1oe7usj/oct_2025_official_dfdv_ama_ask_the_team_anything/" [X Link](https://x.com/anyuser/status/1982181716182569120) 2025-10-25T20:25Z [----] followers, [----] engagements "2/ We also haven't sold a dime. Unfortunately public markets are slower than crypto markets for basically everything. Worse yet there are a host of rules and regulations against the level of transparency we desire" [X Link](https://x.com/anyuser/status/1938970796011200802) 2025-06-28T14:40Z [----] followers, [----] engagements "One of the most common misconceptions I see with nearly all of the treasury vehicles is: [--]. The leverage will create a giant margin call in the bear market. Let me address in a doom post here" [X Link](https://x.com/anyuser/status/1934284943548715237) 2025-06-15T16:20Z [----] followers, [---] engagements "When betting on horses you bet on the fastest horse not the biggest horse" [X Link](https://x.com/TheOtherParker_/status/1976503111490703670) 2025-10-10T04:20Z [----] followers, [---] engagements "Solana is the chain for real world assets including $DFDVx. More up and more to the right. Letsago" [X Link](https://x.com/anyuser/status/1945209244552212527) 2025-07-15T19:49Z [----] followers, [---] engagements "The beauty of unsecured debt is that you don't get flash liquidated. This is one reason why $DFDV is special" [X Link](https://x.com/TheOtherParker_/status/1977764317740097709) 2025-10-13T15:52Z [----] followers, [----] engagements "It's been a little quiet on the announcements front the past two weeks. Looking to change that" [X Link](https://x.com/TheOtherParker_/status/1975352953784705131) 2025-10-07T00:10Z [----] followers, [----] engagements "I don't know who needs to hear this but I am incredibly bullish for next week. Things are going to really pick up I think. Uptober isn't just a meme" [X Link](https://x.com/anyuser/status/1974155206423363777) 2025-10-03T16:50Z [----] followers, [---] engagements "Great callout @charlesodeiiii Agreed showing a SPS decline is certainly a bummer and hopefully it's a very rare occurrence. Ultimately this is a timing issue and we think it's important to look at SPS growth over the trailing 3M (we show 2M bc 3M would be like a bajillion % rn) and 12M rather than [--] day or even [--] week. To dig deeper the reason it happened was as you mentioned some of the earlier convertible bond holders from April 7th decided to convert some. You can note the updated debt number on our website as a reference. We unfortunately don't control when the note holders decide to" [X Link](https://x.com/anyuser/status/1942631944816320969) 2025-07-08T17:08Z [----] followers, [----] engagements "Chairman Topu Big TOPU https://t.co/pGZPSx4RHO Big TOPU https://t.co/pGZPSx4RHO" [X Link](https://x.com/TheOtherParker_/status/1961735292873736563) 2025-08-30T10:18Z [----] followers, [----] engagements "Big TOPU Big Dog https://t.co/D5S4PAe63j Big Dog https://t.co/D5S4PAe63j" [X Link](https://x.com/anyuser/status/1961623400226693340) 2025-08-30T02:53Z 50.2K followers, [----] engagements "I keep saying that the speed at which DFDV operates is a huge competitive advantage" [X Link](https://x.com/TheOtherParker_/status/1963663376896360669) 2025-09-04T18:00Z [----] followers, [---] engagements "Another day another complete red across the watchli. wait what's that up 21% today $DFDVW NFA DYOR DON'T APE" [X Link](https://x.com/anyuser/status/1990526284968120705) 2025-11-17T21:03Z [----] followers, [----] engagements "SOL is undervalued SOL to $10k SOL is undervalued SOL to $1000 SOL is undervalued SOL to $1000" [X Link](https://x.com/anyuser/status/1990566061641453700) 2025-11-17T23:41Z [----] followers, [----] engagements "SOL is undervalued SOL to $1000 The legal team @SolanaFndn does not allow me to say things like: - SOL is undervalued - Buy SOL - SOL to $1000 What I can say: - Solana is the epicenter of cryptos most talented network engineers DeFi and consumer founders and creatives - Solana is the only scaled The legal team @SolanaFndn does not allow me to say things like: - SOL is undervalued - Buy SOL - SOL to $1000 What I can say: - Solana is the epicenter of cryptos most talented network engineers DeFi and consumer founders and creatives - Solana is the only scaled" [X Link](https://x.com/anyuser/status/1990327715770298454) 2025-11-17T07:54Z 321.4K followers, 130.2K engagements "LFG guess what @TheOtherParker_ is cooking in korea bullish on @defidevcorp https://t.co/lZabNOFYys guess what @TheOtherParker_ is cooking in korea bullish on @defidevcorp https://t.co/lZabNOFYys" [X Link](https://x.com/TheOtherParker_/status/1978792736305062001) 2025-10-16T11:58Z [----] followers, [---] engagements "guess what @TheOtherParker_ is cooking in korea bullish on @defidevcorp" [X Link](https://x.com/anyuser/status/1978597862767546657) 2025-10-15T23:04Z [----] followers, [----] engagements "$SOL on the front page of CNBC. Better get used to it still plenty of days left in Solana Summer" [X Link](https://x.com/anyuser/status/1945829284855398661) 2025-07-17T12:53Z [----] followers, [---] engagements "Love him or hate him Trump is a fucking gangster and knows how to intimidate opponents. Putin is not our friend and is not a friend of Trump. Trump just flew a B-2 stealth bomber over Putins head Absolutely incredible. https://t.co/2bsnssRv9f Trump just flew a B-2 stealth bomber over Putins head Absolutely incredible. https://t.co/2bsnssRv9f" [X Link](https://x.com/TheOtherParker_/status/1956462842061996279) 2025-08-15T21:07Z [----] followers, [----] engagements "Trump just flew a B-2 stealth bomber over Putins head Absolutely incredible" [X Link](https://x.com/anyuser/status/1956435809189478527) 2025-08-15T19:20Z 334.6K followers, 27.7M engagements "Considering we've only been at this for [--] months as of July 7th I'd say this was a top [--] month no doubt about it 1/ June might have marked a pause in our $SOL accumulation. But it was one of the most pivotal months in $DFDV's history. We laid the foundation for what comes next - unlocking capital going onchain & scaling dfdvSOL. What we achieved last month & why it matters. ๐งต https://t.co/k5WtSqHTwe 1/ June might have marked a pause in our $SOL accumulation. But it was one of the most pivotal months in $DFDV's history. We laid the foundation for what comes next - unlocking capital going" [X Link](https://x.com/anyuser/status/1942319996295839917) 2025-07-07T20:29Z [----] followers, [----] engagements "1/ June might have marked a pause in our $SOL accumulation. But it was one of the most pivotal months in $DFDV's history. We laid the foundation for what comes next - unlocking capital going onchain & scaling dfdvSOL. What we achieved last month & why it matters. ๐งต" [X Link](https://x.com/anyuser/status/1942244177204637947) 2025-07-07T15:27Z 17.4K followers, [----] engagements "I've been asked a number of times recently why Solana is better than Ethereum. Clearly these people have spend [--] minutes using either network. Please people just go download a @solflare wallet and spend [--] mins in Solana DeFi playing around with @orca_so @KaminoFinance @DriftProtocol @bonkfun and all of the other great protocols on Solana and then go do the same with Metamask in EVM land. No stats pack and data pictures needed" [X Link](https://x.com/anyuser/status/1955933434678759649) 2025-08-14T10:04Z [----] followers, [---] engagements "Just. One. Last. Dip. You're. Not. Bullish. Enough. $SOL https://t.co/SAjIsnZkAE You're. Not. Bullish. Enough. $SOL https://t.co/SAjIsnZkAE" [X Link](https://x.com/anyuser/status/1975581160010035378) 2025-10-07T15:17Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TheOtherParker_ ParkerParker posts on X about sol, $sol, $dfdv, solana the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence cryptocurrencies #698 finance #5379 stocks #3567 exchanges #5509 currencies 1.65% financial services 1.23% travel destinations 1.23% countries 1.23% celebrities 0.82% technology brands 0.82%
Social topic influence sol 20.16%, $sol #180, $dfdv 14.81%, solana #507, in the 8.23%, bitcoin #344, defi 7%, nasdaq #940, we are #3262, share 5.76%
Top accounts mentioned or mentioned by @defidevcorp @joequant @theotherparker @laurashin @grok @martypartymusic @milkroad @kalyugenjoyer @breadmakerray @polymarket @dfdvintern @krommufc @shaynecoplan @kalshi @mansourtarek @luanalopeslara @hugomartingale @jrod1156 @rockycryptocks @orcaso
Top assets mentioned Solana (SOL) DeFi Development Corp. (DFDV) Bitcoin (BTC) iShares BTC Trust (IBIT) Ethereum (ETH) BlackRock Inc (BLK)
Top posts by engagements in the last [--] hours
"WTF happened October [--] to February [--] Part [--] of the HK Fund Blow up. This is the other side of the story. BTC (-48.38%) underperformed the S&P [---] (+0.53%) by a whopping 49.05% in [---] days What the actual fuck. BTC was supposed to be rapidly institutionalizing but this is the largest multi-quarter depeg from the S&P [---] ever. And all with ZERO explanation. No cause only effect. There is always a cause though we just have to find it. Typically when a hedge fund blows up in catastrophic fashion the market isnt the killer its something - or someone - specific an actual killer. Amaranth Advisors"
X Link 2026-02-09T15:35Z [----] followers, 159.6K engagements
"This whole event reminds me of another event from my past life in TradFi. Crazy enough it happened on Feb 5/6 [----] EXACTLY [--] years ago. VIX spiked 117% in one day marking on of the largest ever single day moves on the VIX ever. Ppl watching called it "vol-mageddon". One of the main culprits was a LJM Advisors who ran a liquid alternative mutual fund called "LJM Preservation and Growth Fund" ticker LJMIX. They weren't a large fund and had been in operation since [----] so were not inexperienced. The fund's strategy was to short vol via a variety of different options strategies on via SPX"
X Link 2026-02-06T15:25Z [----] followers, 20.7K engagements
"TL;DR on part 2: A hedge fund likely bought massive amounts of cheap short-dated IBIT puts when implied volatility was at historic lows in early October building leveraged downside exposure through exchange options and opaque OTC derivatives. They then pushed BTC spot prices down overnight and on weekends when liquidity was thinnest forcing options dealers to dump IBIT at the NY open to delta-hedge which cascaded the price further into their puts. This cycle repeated weekly (and later M/W/F after new expiries launched) with each leg down giving the fund more profits to roll into the next"
X Link 2026-02-11T15:10Z [----] followers, 29.1K engagements
"Addition to the "HK Fund" hypothesis. I have a hunch that much of the "OG Bitcoiner Selling" this summer was actually not selling. On July [--] '25 the SEC finally allowed the Bitcoin ETFs to accept in-kind creation/redemption. This was a big point of contention when the ETFs originally launched under Gensler if you remember. One of the HUGE benefits to IBIT over native BTC is the liquid options market. IBIT has one of the most liquid options markets on the planet entirely dwarfing that of native BTC. In fact the IBIT options market is THE FOURTH most liquid options market on planet earth only"
X Link 2026-02-06T03:43Z [----] followers, 137.3K engagements
"Some interesting call buying & put closing occurred yesterday for the 20th expiry - $120M of calls. Inflation and jobs come out on the 13th with @truflation showing a likely big deceleration in inflation. Someone seems to be betting on a pop from the releases but curious that the 20th was selected instead of the 13th. Gives some room over the weekend to push https://twitter.com/i/web/status/2021615212215058661 https://twitter.com/i/web/status/2021615212215058661"
X Link 2026-02-11T16:00Z [----] followers, [----] engagements
"Dumping will continue until there are no more longs to liquidate. If you're going levered long on Binance. Please stop. If you must have leverage but a DAT at least they can't get liquidated. Otherwise stay humble and stack to cold storage"
X Link 2026-02-11T07:36Z [----] followers, [----] engagements
"I think we see the $59s (retest of the lows) on BTC. Let's see if we get a bounce there. If not down to the [---] wk"
X Link 2026-02-11T10:43Z [----] followers, [----] engagements
"The financial advice given is short term (build a savings buffer). The only long term solution is to acquire something scarce. AI is ushering in the age of abundance. So you need to get some scarce. A unique skill will work. Easier though is a scarce asset. Bitcoin is the ultimate scarce asset. Solana is a one-of-a-kind network. You can acquire these now and lock in your slice of the future no matter what happens. These assets and networks aren't going away. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T12:54Z [----] followers, [----] engagements
"Not HK-based but if they are a lender who did they lend to. BLOCKFILLS HALTS WITHDRAWALS AMID CRYPTO TURMOIL Susquehanna-backed crypto lender BlockFills has suspended client deposits and withdrawals citing recent market volatility. The Chicago-based firm which serves [----] institutional clients and handled $60 bn in [----] trading https://t.co/kK2BLQkE3t BLOCKFILLS HALTS WITHDRAWALS AMID CRYPTO TURMOIL Susquehanna-backed crypto lender BlockFills has suspended client deposits and withdrawals citing recent market volatility. The Chicago-based firm which serves [----] institutional clients and"
X Link 2026-02-11T17:41Z [----] followers, [----] engagements
"Uh wat The Fed is almost completely ignoring one of their mandates (full employment). Payroll gains for [----] have been revised down to +181k . in the full history of payroll data the only year that has been weaker when it comes to gains is [----] https://t.co/sIWgsxG483 Payroll gains for [----] have been revised down to +181k . in the full history of payroll data the only year that has been weaker when it comes to gains is [----] https://t.co/sIWgsxG483"
X Link 2026-02-11T23:34Z [----] followers, [----] engagements
"Very interested to see what happens to Ethereum L2s post CLARITY. JPMORGAN SAYS ETHEREUM $ETH FUSAKA UPGRADE BOOSTS ACTIVITY SHORT-TERM BUT DOUBTS LONG-TERM SUSTAINABILITY DUE TO L2 AND RIVAL BLOCKCHAIN PRESSURE JPMORGAN SAYS ETHEREUM $ETH FUSAKA UPGRADE BOOSTS ACTIVITY SHORT-TERM BUT DOUBTS LONG-TERM SUSTAINABILITY DUE TO L2 AND RIVAL BLOCKCHAIN PRESSURE"
X Link 2026-01-23T05:34Z [----] followers, [---] engagements
"Boy what a short position: https://www.nasdaq.com/market-activity/stocks/dfdv/short-interest https://www.nasdaq.com/market-activity/stocks/dfdv/short-interest"
X Link 2026-01-28T02:51Z [----] followers, [---] engagements
"@xorbs1729 5.4M shares of $DFDV were sold short on Jan [--]. That's in addition to the 3M shares shorted via the prepaid forward. $DFDV is one of the more shorted stocks out there"
X Link 2026-01-28T14:12Z [----] followers, [---] engagements
"Bitcoin kept the lights on for hundreds of thousands of people. This is the future. Every grid needs a large contingency of bitcoin miners to serve as demand-response. The economics are approaching a level (and might already be there maybe @BitcoinPierre can weigh in) where it's cheaper to overbuild power + bitcoin miners than to build out giant natgas peaker plants to handle this type of power demand surge. This is just another facet of "Crypto in the background". Bitcoin and crypto are having an impact on people's lives without them even knowing about it. That's progress and success. When"
X Link 2026-01-30T11:27Z [----] followers, [---] engagements
"Wow a whole hour. Come give it a listen if you want to hear the latest on $DFDV especially if you're a skeptic Masterclass: Understanding the Solana Treasury Model with Parker White (@TheOtherParker_) COO & CIO of @defidevcorp #sponsored https://t.co/KMSOoEoVru Masterclass: Understanding the Solana Treasury Model with Parker White (@TheOtherParker_) COO & CIO of @defidevcorp #sponsored https://t.co/KMSOoEoVru"
X Link 2026-02-03T19:34Z [----] followers, [----] engagements
"http://x.com/i/article/2019206344591699970 http://x.com/i/article/2019206344591699970"
X Link 2026-02-05T01:31Z [----] followers, [----] engagements
"The only logical explanation for crypto nuking is that Epstein didn't kill himself and actually isn't even dead and is blackmailing all the world's rich to short crypto to distract from the files being released"
X Link 2026-02-05T05:08Z [----] followers, [----] engagements
"I'm not a great price picker in the short term and am a terrible trader. I do like these levels for accumulating a little but could certainly go lower. I typically prefer to start accumulating slow at levels I like and then increase the pace of accumulation as a bottom pattern forms over the course of at least a month. Haven't seen that bottom pattern yet though. https://twitter.com/i/web/status/2019335252884484328 https://twitter.com/i/web/status/2019335252884484328"
X Link 2026-02-05T09:00Z [----] followers, [--] engagements
"This is super interesting actually. From Perplexity: "Under the Hong Kong SFC's Code on Unit Trusts and Mutual Funds (which governs authorized hedge funds) the maximum interval between a properly documented redemption request and the payment of redemption money may not exceed [--] calendar days. This is a hard regulatory ceiling not a suggestion." So if the blow up occurred on the 10th-ish and then there was a big redemption request from the fund a few days later (maybe the 15th or shortly after) then the very last day this fund could have met the redemption request would have been Jan 15th or"
X Link 2026-02-06T03:18Z [----] followers, [----] engagements
"I'm sure for the right size it can be facilitated. There's a reason Blackrock et al pushed for it so hard with Gensler when they launched and continued to push as soon as he was gone. Covered calls you'd be fine but shorting vol via a straddle or something akin would cause a problem"
X Link 2026-02-06T06:17Z [----] followers, [----] engagements
"When you sell a call the MM is now long a call and so they delta hedge by shorting the underlying. Since the MM is long both delta and gamma they increase their short position (sell more underlying) as the price rises. The more calls that are sold the more underlying short position required from the MM"
X Link 2026-02-06T06:24Z [----] followers, [----] engagements
"@krommufc I'm not too familiar with this theory. That wouldn't have any explanation for or impact on what happened today though. Could have contributed to the general weakness over the last [--] months if true"
X Link 2026-02-06T07:18Z [----] followers, 11.3K engagements
"@wassielawyer @j0nallen @RyanTheGentry Yes that's why we need to get all these assets onchain. I'm a huge RWA bull fwiw (check out $DFDVx - shameless plug). Going to be a awhile before DeFi has more liquidity than TradFi though. We need more DeFi market makers out there"
X Link 2026-02-06T07:25Z [----] followers, [---] engagements
"@cryptonite_1 Every time a dummy blows up coins are transferred to smarter hands. It should get better with time. It's just that IBIT options with no cap (removed Jan [--] interestingly) were a nuclear weapon just handed to the apes with no guardrails"
X Link 2026-02-06T07:42Z [----] followers, [---] engagements
"Appreciate the thoughts here. [--]. The in-kind isn't a lynchpin to this hypothesis but valid point nonetheless. May not have been a big contributing factor. [--]. I hear you but if it's a fund (not the one you're DDing) with a small number of employees they could keep it under wraps especially if their existence as a fund depended on it. Having the BTC options piece isolated (potentially) would mean the rest of the firm might be safe and could continue to operate but if word got out one of their funds blew up the firm might also be completely dead so very very high incentive to keep it quiet. 3."
X Link 2026-02-06T14:16Z [----] followers, [----] engagements
"@ThinkingUSD I think it's very likely that an options fund on IBIT blew things up. Maybe didn't start it (probably did though) but certainly accelerated the cascade since mid Jan or even earlier. https://x.com/TheOtherParker_/status/2019587226871447687 This was the highest volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums were traded today also the highest ever for IBIT. Given these facts and the way $BTC and $SOL traded down in lockstep today (normally https://x.com/TheOtherParker_/status/2019587226871447687 This was the"
X Link 2026-02-06T14:54Z [----] followers, [---] engagements
"@Polymarket @shayne_coplan or @Kalshi @mansourtarek_ @luanalopeslara how do we get a market going for which fund blew up Happy to provide some names in a DM. Resolution criteria would be a 13F filing before June [--] that shows xyz fund having an IBIT position greater than $250M that goes below $10M in a single quarter. https://twitter.com/i/web/status/2019797338332774477 https://twitter.com/i/web/status/2019797338332774477"
X Link 2026-02-06T15:36Z [----] followers, [----] engagements
"@HugoMartingale @Polymarket @shayne_coplan @Kalshi @mansourtarek_ @luanalopeslara Would prefer to share in a DM to avoid speculation here"
X Link 2026-02-06T15:51Z [----] followers, [---] engagements
"@HugoMartingale @Polymarket @shayne_coplan @Kalshi @mansourtarek_ @luanalopeslara DM sent"
X Link 2026-02-06T15:52Z [----] followers, [--] engagements
"@AlanaDLevin Good parallel. I also think about May [----] as having a similar vibe although no bodies floated to the surface during that sharp pullback. The velocity in May [----] felt similar. Complete and total terror while equities ripped"
X Link 2026-02-06T16:47Z [----] followers, [---] engagements
"It definitely sucks to have to wait until May [--] for 13F filings for Q1. We might see some weird stuff on Feb [--] for Q4 but no guarantees that someone actually blew up trading IBIT on 10/10. 10/10 seemed to be a little more crypto-native driven than IBIT driven. Agreed can't wait for all of this to be on chain. This tradfi opacity is what caused the GFC and will continue to cause issues because market participants get spooked and don't know who's dead so everyone pulls back. https://twitter.com/i/web/status/2019827103324344556 https://twitter.com/i/web/status/2019827103324344556"
X Link 2026-02-06T17:34Z [----] followers, [---] engagements
"Isn't that just the USD value of the OI so as price collapsed OI would naturally collapses as well Seems like it would be much more smoothed denominated in BTC. Regardless maybe you're right that it was a long time coming and just a coincidence that Nasdaq asked to waive off the typical waiting period. https://twitter.com/i/web/status/2019842057679020149 https://twitter.com/i/web/status/2019842057679020149"
X Link 2026-02-06T18:34Z [----] followers, [--] engagements
"Isn't that just the USD value of the OI so as price collapsed OI would naturally collapses as well Seems like it would be much more smoothed denominated in BTC. Regardless maybe you're right that it was a long time coming and just a coincidence that Nasdaq asked to waive off the typical waiting period. Still seems fishy and really bad timing if just complete coincidence"
X Link 2026-02-06T18:34Z [----] followers, [----] engagements
"Wow that was fast @Polymarket https://polymarket.com/event/which-crypto-hedge-fund-blew-up https://polymarket.com/event/which-crypto-hedge-fund-blew-up"
X Link 2026-02-06T19:33Z [----] followers, [----] engagements
"$SOL trading at a -100% annualized funding rate on Hyperliquid and $BTC at a -50%. Lots of shorts need to cover still"
X Link 2026-02-06T20:13Z [----] followers, [----] engagements
"@KO_Markets Glad you liked it. Obv contrived to fit the situation exactly but loose matches still create the situation"
X Link 2026-02-06T21:41Z [----] followers, [----] engagements
"Fwiw I definitely think USDe had something to do with the collapse on 10/10. The USDe pricing mechanism on Binance was the main factor there though causing massive liquidations in positions that otherwise should not have been liquidated. I don't think it went much beyond that mostly because that was absolutely a big enough issue to cause very real lasting problems if some funds were completely deleted due to the issue"
X Link 2026-02-07T03:16Z [----] followers, [--] engagements
"@hex0rbat Yessir. Hence the polymarket expirations"
X Link 2026-02-07T15:03Z [----] followers, [---] engagements
"Yeah @dgt10011 did misunderstand the [--] day point. Thanks for clarifying. My hypothesis isn't that a prime blew up it's that a fund blew up and the prime forced the liquidation. If you're a fund that has a giant hole (from 10/10) and a huge investor redemption request that could in theory kill the fund completely (few assets left or completely tarnished reputation for losing so much) you might do some crazy things to try to get out of the hole before being required to meet the redemption request from the LP. Story as old as time almost. https://twitter.com/i/web/status/2020182760443494421"
X Link 2026-02-07T17:07Z [----] followers, [--] engagements
"Crazy times. The firm I was at had a small allocation to LJMIX in client portfolios as part of our liquid alts sleeve. I actually did some of the DD on the firm. Probably the most chaotic week of my [--] years there as the previously very stable mutual fund was down 80% overnight. https://twitter.com/i/web/status/2020203235995430922 https://twitter.com/i/web/status/2020203235995430922"
X Link 2026-02-07T18:29Z [----] followers, [---] engagements
"@JRod1156 @HuobiGlobal Yes that is where the list for the Polymarket was gathered I believe"
X Link 2026-02-07T18:50Z [----] followers, [---] engagements
"@Atlantisann It most certainly does work the other way around. Queue GME army"
X Link 2026-02-08T00:00Z [----] followers, [---] engagements
"@joequant @DoveyWan Could be a family office-type fund with only a few or no LPs yes. But also let's give it a few weeks to see if a body floats to the surface. They only just died on Thursday"
X Link 2026-02-08T02:48Z [----] followers, [--] engagements
"It's the weekend. Financial markets are all closed. Not crypto"
X Link 2026-02-08T04:10Z [----] followers, [----] engagements
"Good synopsis for the Korean audience although the silver and yen side of the equation are likely secondary but important details. Btw the Bithumb issue was hilariously bad timing but seemingly completely unrelated. ๐๐ฅ [--] : [--] [-----] . [----] FTX . [--] : . BlackRock https://t.co/oT0ysQClLb ๐๐ฅ [--] : [--] [-----] . [----] FTX . [--] : . BlackRock https://t.co/oT0ysQClLb"
X Link 2026-02-08T07:27Z [----] followers, [----] engagements
"@lax2yvr They absolutely can be yes. Long calls and long puts are safer bc there is defined downside (only what you paid to buy with). Generally speaking though DCA + Hodl + touch grass = Great Success"
X Link 2026-02-08T17:26Z [----] followers, [---] engagements
"Simple short straddles would be short gamma. Accumulator strategies (selling otm puts) popular in Asia are also short gamma. I know there were are some more exotic structured products floating around as well. There are so many different strategies that could be run though so impossible to say for sure. https://twitter.com/i/web/status/2020694454181753246 https://twitter.com/i/web/status/2020694454181753246"
X Link 2026-02-09T03:01Z [----] followers, [---] engagements
"@joequant There are a few that fit the bill but I only feel pretty confident about one. There could be others though"
X Link 2026-02-09T03:03Z [----] followers, [---] engagements
"@depressivehacks @laurashin As I was saying a month and a half ago yes. Will gladly admit I am wrong if we have a bear market for another [--] months. I don't thats going to happen unless equities puke"
X Link 2026-02-10T05:27Z [----] followers, [--] engagements
"I think it will take a few weeks to come out organically. Let's see what happens on the Polymarket. Re: the prime broker the fund(s) would still have to report via 13F if they held IBIT. The only way around the 13F would be holding a TRS instead of IBIT itself. I would have to imagine whoever had the issue isn't showing up to Consensus. https://twitter.com/i/web/status/2021245945577669104 https://twitter.com/i/web/status/2021245945577669104"
X Link 2026-02-10T15:32Z [----] followers, [--] engagements
"@BitTintin Well if you think about it a position is liquidated when it reaches 100x so when $1B is liquidated that's only $10M of capital transferred to the exchange. Kinda a surprisingly small amount"
X Link 2026-02-11T08:07Z [----] followers, [---] engagements
"Binance isn't special here bybit okx mexc etc all do the same thing. There are no rules against trading against your own customers so everyone needs to do it to survive. At a higher level though the liquidation levels are decently well known so anyone can realistically trade against them so I don't think Binance et al are so major culprits here. All the big funds trade against retail to relieve them from their over levered positions. https://twitter.com/i/web/status/2021530211612033452 https://twitter.com/i/web/status/2021530211612033452"
X Link 2026-02-11T10:22Z [----] followers, [---] engagements
"Interestingly if you look at BTC / Nasdaq we are well below the [---] wk and are approaching the lows of [----] meaning you would have been better off just buying QQQ in [----] after FTX blew up instead of BTC. Feels very over stretched but these things can go on longer and go lower than we think. Staying long term and accumulating with spot not leverage is the only play here https://twitter.com/i/web/status/2021560605132333348 https://twitter.com/i/web/status/2021560605132333348"
X Link 2026-02-11T12:23Z [----] followers, [--] engagements
"RT @BitPaine: very interesting read"
X Link 2026-02-11T18:00Z [----] followers, [--] engagements
"The main fix is more spot 24/7 liquidity on venues that are much tougher to manipulate either regulated in the US or better yet on chain where it's really tough to hide activity. 24/7 CME futures trading on BTC will be a big help. Clarity will be another help. Increasing liquidity on chain will help. It's a very solvable problem. In fact there's only a short window to exploit the problem hence the speed here. https://twitter.com/i/web/status/2021652268127596976 https://twitter.com/i/web/status/2021652268127596976"
X Link 2026-02-11T18:27Z [----] followers, [---] engagements
"RT @TheOtherParker_: @futurenomics This is healthy actually. Every regulatory regime should undergo a complete overhaul every [--] years. Zer"
X Link 2026-02-12T00:29Z [----] followers, [--] engagements
"Tough week for risk assets $SOL and $DFDV. Geez My personal thesis on DFDV is this: [--]. Solana is going to go up bigly over the next decade at least to $10k because the world is going more digital (not less) and Solana is going to capture a huge slice of the global digital value transfer pie. [--]. A DAT that myself and my buddies/long time colleagues control (via voting) and own (20% of the common stock together) is by far the best way to grow my exposure to SOL. If we can hit [--] SPS by Dec [----] then I will be very very wealthy based on my current share count alone. My sincere hope is that"
X Link 2025-11-15T13:35Z [----] followers, 24K engagements
"Buy when there's blood in the streets More breakdown. @TheOtherParker_ has been thoroughly reading the tea leaves on #Bitcoin vol recently and how its exposed to typical capital market mechanics. #HODL; now long even more $IBIT spot and related. More breakdown. @TheOtherParker_ has been thoroughly reading the tea leaves on #Bitcoin vol recently and how its exposed to typical capital market mechanics. #HODL; now long even more $IBIT spot and related"
X Link 2026-02-09T22:18Z [----] followers, [----] engagements
"Yep [--] year cycle had nothing to do with it. Just a big boy making a big boy trade and winning bigly. Classic hedge fund on hedge fund action and we are the minnows caught in the crossfire between two sharks "This crash has nothing to do with the '4-year cycle'. It's the massive growth in BTC derivatives and a fund taking advantage of it" @TheOtherParker_ https://t.co/gNuh8qfmoE "This crash has nothing to do with the '4-year cycle'. It's the massive growth in BTC derivatives and a fund taking advantage of it" @TheOtherParker_ https://t.co/gNuh8qfmoE"
X Link 2026-02-09T22:32Z [----] followers, [----] engagements
"Huh now what is this"
X Link 2026-02-10T15:23Z [----] followers, [----] engagements
"@grok can you summarize this"
X Link 2026-02-10T15:28Z [----] followers, [----] engagements
"From Grok (apparently slow today): - The post shares a July [----] Oxford Law blog on SEBI's interim order accusing Jane Street-linked entities of manipulating India's Bank Nifty index on [--] expiry days from 2023-2025 through timed stock/futures buys and sells to profit from short options positions. - SEBI deemed the trades a "deliberate device" distorting price discovery ordering a [----] crore ($554 million) escrow deposit and market bans which Jane Street met by July [--] [----] prompting partial restriction lifts. - The case signals heightened global scrutiny on algorithmic trading urging HFT"
X Link 2026-02-10T15:33Z [----] followers, [----] engagements
"@SonnysCrib True but I have to hope ppl aren't still exposed"
X Link 2026-02-11T23:32Z [----] followers, [---] engagements
"The cap being lifted goes both ways too btw. An army of Robinhood apes can pretty easily create a gamma squeeze to the upside especially if there are a bunch of panicked institutions on the other side that have been heavily shorting by buying puts. Anecdotally I have seen many signs of institutions buying significant downside protection via puts. The leads to the dealers being short gamma meaning every move is amplified because they have to sell to the downside and buy to the upside. You know what further amplifies this Long call buying by the WSB apes. And with the 25k contract cap limit. 5/"
X Link 2026-02-06T21:27Z [----] followers, 57.6K engagements
"Now in Japanese. Thanks @Yu_Ayato BTC IBITBlackRockBTC BTC IBITBlackRockBTC"
X Link 2026-02-11T00:22Z [----] followers, [----] engagements
"@joshuawwy How did you calculate this"
X Link 2026-02-12T08:48Z [----] followers, [---] engagements
"This was the highest volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums were traded today also the highest ever for IBIT. Given these facts and the way $BTC and $SOL traded down in lockstep today (normally SOL trades with beta) + the relatively lower liquidations on CeFi exchanges this leads me to believe that the nexus of the problem lies with a large IBIT holder. IBIT has become the #1 venue for BTC options trading so my guess is that a hedge fund trading IBIT options is the culprit. If you look at the 13F filings for IBIT"
X Link 2026-02-06T01:41Z [----] followers, 2.1M engagements
"Another interesting aspect to support the hypothesis is the realized volatility regime. This summer realized vol on $BTC (and $IBIT) completely collapsed to its absolute lowest levels on record. This was due to a massive short vol position built up in IBIT. Remember IBIT is the FOURTH most liquid options market in the world behind SPY QQQ and SPX Index options. That short vol position massively compressed the price which lowered volume and created a powder keg. Then on Oct [--] it completely blew up. If the fund(s) were shorting vol heavily (as any OG Bitcoiner looking to generate income on"
X Link 2026-02-06T04:04Z [----] followers, 43.6K engagements
"Kinda sus. Nasdaq requested that the SEC allow them to remove the options contract caps on the major BTC and ETH ETFs and requested that they do so immediately without the standard [--] day waiting period. The SEC obliged. The contract caps were removed on Jan [--]. $BTC went cliff diving on Jan [--]. Why the urgency by Nasdaq a very buttoned up organization that isn't typically in a rush especially with the crypto markets as weak as they were These guys aren't dumb to the massive leverage options can inject. Maybe one or more funds had already blown up and a prime broker was panic requesting this"
X Link 2026-02-06T07:55Z [----] followers, 283.9K engagements
"Here's how the Gamma Squeeze could have worked here. Just a made up example for those not familiar with Gamma Squeezes. Lets say its September [----]. Bitcoin is trading around $120k MSTR is buying DATs are doing well rates are starting to come down etc. Lots of bullish catalysts. You have a giant stack of BTC and want to generate some income. So you sell some WAY out of the money puts at $80k for [---] days out. No way BTC falls that far that fast. With ivol around 40% you make about 10% annualized on this trade if youre 10x levered. Maybe you also write similarly way OTM calls with the same"
X Link 2026-02-06T18:08Z [----] followers, 92.4K engagements
"After talking to multiple folks I am much more convinced now that an HK-based fund who is a large holder of IBIT blew up. Moving from hypothesis to strong theory at this point. This was the highest volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums were traded today also the highest ever for IBIT. Given these facts and the way $BTC and $SOL traded down in lockstep today (normally This was the highest volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums were"
X Link 2026-02-08T15:17Z [----] followers, 32.8K engagements
"@kalyugenjoyer @HyperliquidX Yeah and Solana et al"
X Link 2026-02-09T16:19Z [----] followers, [----] engagements
"@kalyugenjoyer Citadel Virtu etc. Need everyone trading in spot BTC not just IBIT and CME futures"
X Link 2026-02-09T16:19Z [----] followers, [---] engagements
"Here's the Bitcoin IVOL (VIX for Bitcoin) falling prior to 10/10. Cheap vol = cheaper puts"
X Link 2026-02-09T16:36Z [----] followers, [----] engagements
"@KO_Markets Maybe $250M or more. When you look at the balance sheet of some of these large funds that's chump change"
X Link 2026-02-09T23:39Z [----] followers, [---] engagements
"Come join if any of these look interesting. Lots of great speakers to listen to in the background while you work. Think of this as Breakpoint without the travel"
X Link 2026-02-10T17:14Z [----] followers, [----] engagements
"Once again dumping overnight with good sized candles on low volume. Options ex tomorrow. I wonder what's going to happen at the open"
X Link 2026-02-11T06:34Z [----] followers, [----] engagements
"Could openclaw single handedly monetize the [----] AI Capex spend The lobster is not slowing down much is it :D https://t.co/R1HylRCXHO The lobster is not slowing down much is it :D https://t.co/R1HylRCXHO"
X Link 2026-02-11T11:51Z [----] followers, [----] engagements
"TL;DR on this and the HK fund hypothesis: [--]. IBIT options and related OTC options are now FAR more liquid than spot BTC. [--]. Giant hedge fund figured out they could go short with derivatives in size and then push the price of spot down (dealers helping with delta hedging) to make big money on their options shorts. Rinse and repeat with bigger and bigger size as the trade became more profitable. [--]. HK-based hedge fund on the other side of the trade blew up on 02/05. Lots of other stuff going on as a confluence of factors/accelerants but this was the core of what happened. WTF happened October"
X Link 2026-02-11T14:52Z [----] followers, 12.9K engagements
"Lenders are the first to float to the surface then their counterparties show up. My guess is that at least one of their clients blew up and they couldn't liquidate them in time"
X Link 2026-02-11T17:54Z [----] followers, [---] engagements
"STRC really is becoming a money market backed by BTC. So stable. Wow. Someone should launch a stablecoin backed by it. Just closed my $STRC trade. A nice 5.6% capital gain in [--] days. I could have waited to get the monthly dividend but wanted to rotate the profits into $MSTR. I will always buy STRC below $95 and ride it back to par. Easy money. https://t.co/CHFD6M9SfD Just closed my $STRC trade. A nice 5.6% capital gain in [--] days. I could have waited to get the monthly dividend but wanted to rotate the profits into $MSTR. I will always buy STRC below $95 and ride it back to par. Easy money."
X Link 2026-02-11T18:56Z [----] followers, [----] engagements
"First the lender(s) float to the surface (Blockfills maybe others). Then the hedge funds float to the surface. In the last cycle Luna was the lender 3AC was the hedge fund. Then blockfi Celsius Voyager were the lenders and Alameda/FTX was the hedge fund. Fwiw I don't think we are talking anywhere near the same scale as last cycle. This is likely smaller and more contained. WTF happened October [--] to February [--] Part [--] of the HK Fund Blow up. This is the other side of the story. BTC (-48.38%) underperformed the S&P [---] (+0.53%) by a whopping 49.05% in [---] days What the actual fuck. BTC was"
X Link 2026-02-11T22:21Z [----] followers, [----] engagements
"This is healthy actually. Every regulatory regime should undergo a complete overhaul every [--] years. Zero-base budgeting style. Allows you to completely remove all the cruft that should no longer be there. Case-in-point the Investment Company Act of [----]. Why are we using a law that is [--] years old to regulate emerging investment vehicles On a related note though many pieces of regulation simply aren't needed once the activity is moved onchain and becomes transparent and easily auditable. https://twitter.com/i/web/status/2021743172125442347 https://twitter.com/i/web/status/2021743172125442347"
X Link 2026-02-12T00:28Z [----] followers, [----] engagements
"The "Big Bitcoin Short". Has a nice ring to it. The Bitcoin Big Short In this @Unchained_pod episode @TheOtherParker_ joins @laurashin to break down: ๐ฌ How the Feb. [--] may be tied to a non-crypto Hong Kong fund ๐ Whether an OG bitcoiner is involved ๐ค Why the Hong Kong fund has not been discovered ๐ฅฒ How another fund The Bitcoin Big Short In this @Unchained_pod episode @TheOtherParker_ joins @laurashin to break down: ๐ฌ How the Feb. [--] may be tied to a non-crypto Hong Kong fund ๐ Whether an OG bitcoiner is involved ๐ค Why the Hong Kong fund has not been discovered ๐ฅฒ How another fund"
X Link 2026-02-12T01:58Z [----] followers, [----] engagements
"Now do $DFDV Further capitulation on ASST today. Second day in a row with a solid drop while MSTR/BTC remain mostly flat. Liking the entry even more now. -6% on a -1% Bitcoin move. EV mNAV is now only at 6% premium and MC mNAV is now at 0.65x. 48% amplification of Bitcoin. Bitcoin move https://t.co/aLPzFiUoZH Further capitulation on ASST today. Second day in a row with a solid drop while MSTR/BTC remain mostly flat. Liking the entry even more now. -6% on a -1% Bitcoin move. EV mNAV is now only at 6% premium and MC mNAV is now at 0.65x. 48% amplification of Bitcoin. Bitcoin move"
X Link 2026-02-12T14:31Z [----] followers, [----] engagements
""THE SKY IS FALLING FOR BRICK AND MORTAR" Some of you may remember but back in early [----] the "online retail will kill brick a mortar" narrative was strong. Everyone got nuked in [----]. For example Walmart was down 37% Costco was down 24% Home Depot was down 21% peak to trough in [----]. Many many other names were nuked as well. Since the lows in [----] though Walmart is up 760% (crossing a $1T mkt cap) Costco is up 918% and Home Depot is up 434%. The Nasdaq [---] with heavy concentration of the fastest growth AI names on the planet is only up 545%. Many other names that fell in [----] didn't recover"
X Link 2026-02-12T23:01Z [----] followers, [----] engagements
"Maybe beating a dead horse at this point but great Q&A at the end of Breakout on the market meltdown. LIVE with @TheOtherParker_ - The Asian IBIT blow up thesis https://t.co/1BouhBUZjH LIVE with @TheOtherParker_ - The Asian IBIT blow up thesis https://t.co/1BouhBUZjH"
X Link 2026-02-13T02:17Z [----] followers, [---] engagements
"What if AI & Robotics usher in an era of permanently low CPI What does the Fed do then"
X Link 2026-01-29T03:32Z [----] followers, [---] engagements
"Crypto Capital Markets are truly incredible. Building products that build on infrastructure like @kamino is SO much easier than building with LegacyFi. No asking for permission opening accounts etc. You can just build things. With tools like Clawdbot creating one man army devshops we are nearing a complete hockey stick growth curve in fintech applications. I am in the process of seeing it first hand. https://twitter.com/i/web/status/2017046241469735114 https://twitter.com/i/web/status/2017046241469735114"
X Link 2026-01-30T01:24Z [----] followers, [---] engagements
"After a week like this in crypto go touch some grass (or snow) this weekend"
X Link 2026-01-30T22:49Z [----] followers, [---] engagements
"@rocky_cryptocks The post was sarcastic. MSTR spent over a year with an unrealized loss on their balance sheet in the last bear market and came roaring back"
X Link 2026-02-02T18:22Z [----] followers, [--] engagements
"$DFDVx is also be tradable here. First Solana Treasury Company onchain on Solana. Trade borrow/lend pay yeet. DeFi is eating TradFi. ๐ซก BREAKING: Wall Street is officially onchain. xStocks are now live on Kraken โ [--] U.S. equities tokenized and tradable 24/5. More coming soon. Were not waiting for the future. Were building it.๐ https://t.co/iKu44ZiwZN Not available in the U.S. or to U.S. persons. Geo https://t.co/FjOsxDJ9se BREAKING: Wall Street is officially onchain. xStocks are now live on Kraken โ [--] U.S. equities tokenized and tradable 24/5. More coming soon. Were not waiting for the"
X Link 2025-06-30T11:48Z [----] followers, [----] engagements
"Solana is the chain for real world assets including $DFDVx. More up and more to the right. Letsago"
X Link 2025-07-15T19:49Z [----] followers, [---] engagements
"Genuine question what qualifies as a "stablecoin" Is Ethena/USDe/sUSDe a stablecoin"
X Link 2025-12-16T04:37Z [----] followers, [---] engagements
"Up only brethren On Oct [--] there was a rumor that MSCI would not incorporate MSTR in its index. The market dropped 36%. MSCI just went the other way. And you are still bearish On Oct [--] there was a rumor that MSCI would not incorporate MSTR in its index. The market dropped 36%. MSCI just went the other way. And you are still bearish"
X Link 2026-01-07T03:42Z [----] followers, [---] engagements
"@KobeissiLetter @JupiterExchange Check out $DFDVx onchain. Doing quite well"
X Link 2026-01-14T03:17Z [----] followers, [---] engagements
"0.51% We hope the @federalreserve would at least take a look at our real price data which show inflation already below 2% @realDonaldTrump @elonmusk. And if we use the BLS's own weighting with our millions of price points inflation is 0.51%. https://t.co/IRgQPkwMoc We hope the @federalreserve would at least take a look at our real price data which show inflation already below 2% @realDonaldTrump @elonmusk. And if we use the BLS's own weighting with our millions of price points inflation is 0.51%. https://t.co/IRgQPkwMoc"
X Link 2026-01-24T00:07Z [----] followers, [----] engagements
"More volume on the 4h candle for BTCUSD on all exchanges than the previous bottom back in late November. Volume within 40% of Oct 10th on most exchanges as well with Kraken volume effectively equal to Oct 10"
X Link 2026-01-31T20:32Z [----] followers, [---] engagements
"@Factualman6404 @rocky_cryptocks Exactly. Key word is potential at least for a short term bounce"
X Link 2026-02-01T01:02Z [----] followers, [--] engagements
"@rocky_cryptocks The post was sarcastic. MSTR spent over a year with an unrealized loss on their balance sheet in the last bear market and came roaring back. I am of course very bullish on DFDV"
X Link 2026-02-02T18:23Z [----] followers, [--] engagements
"First the lender(s) float to the surface (Blockfills maybe others). Then the hedge funds float to the surface. In the last cycle Luna was the lender 3AC was the hedge fund. Then blockfi Celsius Voyager were the lenders and Alameda/FTX was the hedge fund. Fwiw I don't think we are talking anywhere near the same scale as last cycle. This is likely smaller and more contained. WTF happened October [--] to February [--] Part [--] of the HK Fund Blow up. This is the other side of the story. BTC (-48.38%) underperformed the S&P [---] (+0.53%) by a whopping 49.05% in [---] days What the actual fuck. BTC was"
X Link 2026-02-11T22:21Z [----] followers, [----] engagements
"WTF happened October [--] to February [--] Part [--] of the HK Fund Blow up. This is the other side of the story. BTC (-48.38%) underperformed the S&P [---] (+0.53%) by a whopping 49.05% in [---] days What the actual fuck. BTC was supposed to be rapidly institutionalizing but this is the largest multi-quarter depeg from the S&P [---] ever. And all with ZERO explanation. No cause only effect. There is always a cause though we just have to find it. Typically when a hedge fund blows up in catastrophic fashion the market isnt the killer its something - or someone - specific an actual killer. Amaranth Advisors"
X Link 2026-02-09T15:35Z [----] followers, 159.6K engagements
"Tough week for risk assets $SOL and $DFDV. Geez My personal thesis on DFDV is this: [--]. Solana is going to go up bigly over the next decade at least to $10k because the world is going more digital (not less) and Solana is going to capture a huge slice of the global digital value transfer pie. [--]. A DAT that myself and my buddies/long time colleagues control (via voting) and own (20% of the common stock together) is by far the best way to grow my exposure to SOL. If we can hit [--] SPS by Dec [----] then I will be very very wealthy based on my current share count alone. My sincere hope is that"
X Link 2025-11-15T13:35Z [----] followers, 24K engagements
"1/ As the single largest shareholder of $DFDV and member of a team that owns greater than 1/3 of the total stock I can tell you that we are fully locked in and maniacally focused on SOL Per Share Growth. We benefit more than anyone when we are successful"
X Link 2025-06-28T14:40Z [----] followers, 14.4K engagements
"$SOL at $175 feels like a pretty good buy. 70% upside back to ATH while BTC and ETH are already at ATHs. Seems like an obv opp for the rotatooors esp given the strong and further improving fundamentals on Solana vs. Ethereum"
X Link 2025-07-30T23:30Z [----] followers, [----] engagements
"$DFDV looks good here"
X Link 2025-08-29T15:53Z [----] followers, [----] engagements
"We (@defidevcorp team) are cooking up some crazy shit"
X Link 2025-07-13T18:24Z [----] followers, [----] engagements
"We came we saw we rang the bell"
X Link 2025-08-30T10:01Z [----] followers, [----] engagements
"Cat's out of the bag now: Solana NASDAQ Takeover - Powered by DFDV. Come out if you can https://www.globenewswire.com/news-release/2025/08/27/3140093/0/en/DeFi-Development-Corp-to-Ring-the-Nasdaq-Closing-Bell-This-Friday-Celebrating-Milestones-and-the-Solana-Community.html https://www.globenewswire.com/news-release/2025/08/27/3140093/0/en/DeFi-Development-Corp-to-Ring-the-Nasdaq-Closing-Bell-This-Friday-Celebrating-Milestones-and-the-Solana-Community.html"
X Link 2025-08-27T14:55Z [----] followers, [----] engagements
"Bought more $SOL. 1/ We're back to stackin' $SOL ๐ Today we're announcing that we've acquired an additional [-----] $SOL - a symbolic nod to the U.S. Declaration of Independence signed on July [--] [----]. This purchase marks the resumption of our $SOL accumulation strategy. https://t.co/Btyl3Ms85e 1/ We're back to stackin' $SOL ๐ Today we're announcing that we've acquired an additional [-----] $SOL - a symbolic nod to the U.S. Declaration of Independence signed on July [--] [----]. This purchase marks the resumption of our $SOL accumulation strategy. https://t.co/Btyl3Ms85e"
X Link 2025-07-03T13:22Z [----] followers, [----] engagements
"1/ We're back to stackin' $SOL ๐ Today we're announcing that we've acquired an additional [-----] $SOL - a symbolic nod to the U.S. Declaration of Independence signed on July [--] [----]. This purchase marks the resumption of our $SOL accumulation strategy"
X Link 2025-07-03T13:17Z 17.4K followers, 47.7K engagements
"You didn't just think we'd sit around run the ELOC and buy SOL did you anon With each new successful launch where we have a "day 1" stake in the franchise we can grow SPS at $DFDV with near zero dilution. Lots more to come on this over the coming weeka and months. Super stoked for this https://www.cnbc.com/2025/07/17/crypto-accumulator-defi-development-to-franchise-its-solana-treasury-model.html https://www.cnbc.com/2025/07/17/crypto-accumulator-defi-development-to-franchise-its-solana-treasury-model.html"
X Link 2025-07-17T12:27Z [----] followers, [----] engagements
"It's so sad when crypto markets are ripping but $DFDV trades on the boomer NASDAQ that closes at 4pm ET. Jk our stock also trades 24/7/365 in defi and cefi: https://coinmarketcap.com/currencies/dfdv-tokenized-stock-xstock/ https://coinmarketcap.com/currencies/dfdv-tokenized-stock-xstock/"
X Link 2025-07-10T22:50Z [----] followers, [----] engagements
"We buy more 1/ Today we announce that we've grown our treasury holdings by [------] $SOL bringing our total balance to [-------] SOL ($273M) ๐ This latest purchase means $DFDV's SOL Per Share (SPS) has advanced +48% over the past [--] days to [------] SOL. ๐งต https://t.co/CPhlbBL2zy 1/ Today we announce that we've grown our treasury holdings by [------] $SOL bringing our total balance to [-------] SOL ($273M) ๐ This latest purchase means $DFDV's SOL Per Share (SPS) has advanced +48% over the past [--] days to [------] SOL. ๐งต https://t.co/CPhlbBL2zy"
X Link 2025-08-15T15:39Z [----] followers, [----] engagements
"1/ Today we announce that we've grown our treasury holdings by [------] $SOL bringing our total balance to [-------] SOL ($273M) ๐ This latest purchase means $DFDV's SOL Per Share (SPS) has advanced +48% over the past [--] days to [------] SOL. ๐งต"
X Link 2025-08-15T13:00Z 17.4K followers, 31.3K engagements
"This is a really big initiative for us. Let me explain the rationale as some folks see it as a departure from our mission but that's not the case. With Treasury Accelerator we are helping to launch the next generation of DATs mostly SOL DATs. The investment into these DATs are strategic investments not purely financial investments like a fund might do. What does that mean When we help launch a new DAT we offer a complete package. Asset management finding a public vehicle validator services accounting consulting fundraising support etc and an investment. Given our experience being the first"
X Link 2025-09-18T22:05Z [----] followers, [----] engagements
"1/ Our next big initiative is finally here ๐ Were expanding our Treasury Accelerator to fund other Digital Asset Treasuries (DATs). For the first time the $DFDV balance sheet will directly help catalyze global DAT growth while also fueling $SOL Per Share (SPS) growth. ๐งต"
X Link 2025-09-18T12:45Z 17.4K followers, 19.1K engagements
"Moar 1/ Were stacking $SOL like its our job. Because it is. Today we're announcing that we've acquired an additional [------] SOL bringing our total to [------] SOL ($133.1M). This latest purchase makes $DFDV the largest public holder of SOL. ๐งต https://t.co/agICiLanac 1/ Were stacking $SOL like its our job. Because it is. Today we're announcing that we've acquired an additional [------] SOL bringing our total to [------] SOL ($133.1M). This latest purchase makes $DFDV the largest public holder of SOL. ๐งต https://t.co/agICiLanac"
X Link 2025-07-10T13:16Z [----] followers, [----] engagements
"1/ Were stacking $SOL like its our job. Because it is. Today we're announcing that we've acquired an additional [------] SOL bringing our total to [------] SOL ($133.1M). This latest purchase makes $DFDV the largest public holder of SOL. ๐งต"
X Link 2025-07-10T12:34Z 17.4K followers, 87.7K engagements
"I've noticed an uptick in folks upset about the performance of DATs across and I totally get it. As a massive DFDV shareholder it sucks Especially bc I haven't sold a single share. I've got buddies in Metaplanet that are rekt (down 76% from ATH while BTC is up 8% over the same period). I've got buddies in MSTR that are rekt (down 37% from ATH while BTC is up 21% over the same period). I've got buddies in BMNR that are rekt (down 66% from ATH while ETH is up 71%). I've got buddies in SBET that are rekt (down 86% from ATH while ETH is up 74%). Lots of pain all around with NAVs compressing"
X Link 2025-10-02T02:38Z [----] followers, [----] engagements
"Stacking 1/ Today we're making history yet again. We're issuing forward-looking guidance making $DFDV the 1st non-Bitcoin treasury strategy to do so. The $SOL Per Share (SPS) Targets ๐ธ [-----] SPS by June [----] (+261% increase) ๐ธ [--] SPS by December [----] (+2088% increase) https://t.co/qiPx9RaXiw 1/ Today we're making history yet again. We're issuing forward-looking guidance making $DFDV the 1st non-Bitcoin treasury strategy to do so. The $SOL Per Share (SPS) Targets ๐ธ [-----] SPS by June [----] (+261% increase) ๐ธ [--] SPS by December [----] (+2088% increase) https://t.co/qiPx9RaXiw"
X Link 2025-07-14T12:53Z [----] followers, [----] engagements
"1/ Today we're making history yet again. We're issuing forward-looking guidance making $DFDV the 1st non-Bitcoin treasury strategy to do so. The $SOL Per Share (SPS) Targets ๐ธ [-----] SPS by June [----] (+261% increase) ๐ธ [--] SPS by December [----] (+2088% increase)"
X Link 2025-07-14T12:00Z 17.4K followers, 34.1K engagements
"$SOL = NASDAQ of Crypto $DFDV = Crypto of NASDAQ ๐ค @defidevcorp Damn well said. Perfect framing. $SOL is the Nasdaq of crypto.fast efficient built for serious scale. But heres the kicker: its not just performant its decentralized where it counts. ๐น Nakamoto Coefficient: ๐ $ETH: [--] ๐ $SOL: [--] ๐น Decentralization is mandatory https://t.co/P6DfoBbOu0 @defidevcorp Damn well said. Perfect framing. $SOL is the Nasdaq of crypto.fast efficient built for serious scale. But heres the kicker: its not just performant its decentralized where it counts. ๐น Nakamoto Coefficient: ๐ $ETH: [--] ๐ $SOL: [--] ๐น"
X Link 2025-07-16T22:16Z [----] followers, [----] engagements
"Damn well said. Perfect framing. $SOL is the Nasdaq of crypto.fast efficient built for serious scale. But heres the kicker: its not just performant its decentralized where it counts. ๐น Nakamoto Coefficient: ๐ $ETH: [--] ๐ $SOL: [--] ๐น Decentralization is mandatory not just "nice" ๐น $SOL doesnt rely on L2 scaffolding to function ๐น Its all happening on a single unified layer $DFDV on Nasdaq $SOL on-chain. Thats the blueprint"
X Link 2025-07-15T18:57Z [----] followers, [----] engagements
"I've been working on this one for quite awhile now with @leomarudesu and @shigerus27 . Super excited to announce the ticker symbol on this one when we can 1/ The global expansion MUST continue Today we announce the forthcoming launch of DFDV JP alongside @SuperteamJapan. @DeFiDevCorp_JP is the first $SOL Digital Asset Treasury (DAT) in Japan and is part of our Treasury Accelerator Program. What this means for Solana. ๐งต https://t.co/ynNKY0A7pw 1/ The global expansion MUST continue Today we announce the forthcoming launch of DFDV JP alongside @SuperteamJapan. @DeFiDevCorp_JP is the first $SOL"
X Link 2025-10-08T23:05Z [----] followers, [----] engagements
"1/ The global expansion MUST continue Today we announce the forthcoming launch of DFDV JP alongside @SuperteamJapan. @DeFiDevCorp_JP is the first $SOL Digital Asset Treasury (DAT) in Japan and is part of our Treasury Accelerator Program. What this means for Solana. ๐งต"
X Link 2025-10-08T23:02Z 17.4K followers, 23.8K engagements
"$BTC on Solana. It's a beautiful thing especially coming from a btc is money maximalist like myself. SO much better to have it active in DeFi than being rehypothecated on centralized lenders and paper traded on exchanges. $BTC ๐ค $SOL there's [----] Bitcoin on Solana ๐ hope this helps https://t.co/eyGwaIDR2U there's [----] Bitcoin on Solana ๐ hope this helps https://t.co/eyGwaIDR2U"
X Link 2025-07-11T21:52Z [----] followers, [----] engagements
"there's [----] Bitcoin on Solana ๐ hope this helps"
X Link 2025-07-10T23:35Z 3.7M followers, 392.3K engagements
"5/ Our ambition and vision for @defidevcorp is sky high and we are channeling our collective 20+ years of crypto experience to build something truly special for the long term. In Service of SPS Growth ๐ซก"
X Link 2025-06-28T14:40Z [----] followers, [----] engagements
"When in doubt zoom out. Downside volatility sucks but it's par for the course in crypto. You get the ups and the downs. mNAVs have compressed across the board including MSTR now trading at a 1.7x mNAV. If it seems like we are pretty quiet on the topic of price it's because there are like [--] thousand rules regulations and guidelines about public company execs talking about price. Just ask Grok. As a general tip though especially with highly volatility assets (of any kind) write down your exit points when you enter a position. Put a stop loss in place to limit the pain and then a take profit"
X Link 2025-07-30T03:53Z [----] followers, [----] engagements
"$DFDVx is also be tradable here. First Solana Treasury Company onchain on Solana. Trade borrow/lend pay yeet. DeFi is eating TradFi. ๐ซก BREAKING: Wall Street is officially onchain. xStocks are now live on Kraken โ [--] U.S. equities tokenized and tradable 24/5. More coming soon. Were not waiting for the future. Were building it.๐ https://t.co/iKu44ZiwZN Not available in the U.S. or to U.S. persons. Geo https://t.co/FjOsxDJ9se BREAKING: Wall Street is officially onchain. xStocks are now live on Kraken โ [--] U.S. equities tokenized and tradable 24/5. More coming soon. Were not waiting for the"
X Link 2025-06-30T11:48Z [----] followers, [----] engagements
"BREAKING: Wall Street is officially onchain. xStocks are now live on Kraken โ [--] U.S. equities tokenized and tradable 24/5. More coming soon. Were not waiting for the future. Were building it.๐ Not available in the U.S. or to U.S. persons. Geo restrictions apply. https://k.xyz/xStocks https://k.xyz/xStocks"
X Link 2025-06-30T11:01Z 1.7M followers, 2M engagements
"Time to buy more $SOL 1/ Today we announce a $100M private convertible note offering with plans to accumulate more $SOL. ๐ Heres what it means. ๐งต https://t.co/LGdJAuKDM6 1/ Today we announce a $100M private convertible note offering with plans to accumulate more $SOL. ๐ Heres what it means. ๐งต https://t.co/LGdJAuKDM6"
X Link 2025-07-01T20:32Z [----] followers, [----] engagements
"1/ Today we announce a $100M private convertible note offering with plans to accumulate more $SOL. ๐ Heres what it means. ๐งต"
X Link 2025-07-01T20:32Z 17.4K followers, 2.1M engagements
"Hunting takes patience and is fucking hard work. I spent the last two weeks in the back country moose hunting (and working from my starlink just in case the haters want to go nuts). We sat in the rain and [--] degrees each day for hours cold and wet just sitting and watching. We would do some calls a few times a day and do a little scouting but mostly we just waited. Then one afternoon while we were eating lunch there was a dense fog around camp (we were on a mountain) and we heard a moose grunt. We quickly jumped up and there was a small bull moose (still [---] lbs at least) about [--] yds from"
X Link 2025-09-29T06:22Z [----] followers, [----] engagements
"We came we saw we had a ball. Till next time @SolanaConf"
X Link 2025-05-24T02:45Z [----] followers, [----] engagements
"Wat Updated. https://t.co/yDVVsjpHJx Updated. https://t.co/yDVVsjpHJx"
X Link 2025-08-28T17:37Z [----] followers, [----] engagements
"Updated. https://t.co/ALOgJylfxU https://t.co/ALOgJylfxU"
X Link 2025-08-28T17:36Z 17.4K followers, 11.8K engagements
"First ever DAT Dividend ๐ 1/ $DFDV declares Shareholder Warrant Dividend The complete press release. ๐ https://t.co/sCkbJEygXG 1/ $DFDV declares Shareholder Warrant Dividend The complete press release. ๐ https://t.co/sCkbJEygXG"
X Link 2025-10-08T23:43Z [----] followers, [----] engagements
"1/ $DFDV declares Shareholder Warrant Dividend The complete press release. ๐ https://www.globenewswire.com/news-release/2025/10/08/3163339/0/en/DeFi-Development-Corp-Announces-Dividend-of-Warrant-to-Stockholders.html https://www.globenewswire.com/news-release/2025/10/08/3163339/0/en/DeFi-Development-Corp-Announces-Dividend-of-Warrant-to-Stockholders.html"
X Link 2025-10-08T12:32Z 17.4K followers, 1.7M engagements
"Such a sad lonely dot https://t.co/LmoaDSdx6m https://t.co/LmoaDSdx6m"
X Link 2025-07-07T13:52Z [----] followers, [----] engagements
"I don't know who needs to hear this but $SOL is going to $10k"
X Link 2025-09-18T02:56Z [----] followers, [----] engagements
"Well boys and girls we've made it $dfdv Jim Cramer is fading ๐ Thank you Solana Jesus @defidevcorp @dfdv_intern https://t.co/d4LjlIeRMG $dfdv Jim Cramer is fading ๐ Thank you Solana Jesus @defidevcorp @dfdv_intern https://t.co/d4LjlIeRMG"
X Link 2025-05-24T18:39Z [----] followers, [----] engagements
"$dfdv Jim Cramer is fading ๐ Thank you Solana Jesus @defidevcorp @dfdv_intern"
X Link 2025-05-24T18:24Z [---] followers, [----] engagements
"We'll be releasing the shareholder letter here shortly and then the video recording answering questions tomorrow morning. We appreciate the patience here We wanted to wait until the raise closed so that we could discuss the details in the letter and on the recording. Given tonights news were bumping our shareholder letter to tomorrow after the close and our business update to Thursday morning. Stay tuned weve got a lot to share ๐ซก https://t.co/xvm1qE52Zg Given tonights news were bumping our shareholder letter to tomorrow after the close and our business update to Thursday morning. Stay tuned"
X Link 2025-07-02T16:30Z [----] followers, [----] engagements
"Given tonights news were bumping our shareholder letter to tomorrow after the close and our business update to Thursday morning. Stay tuned weve got a lot to share ๐ซก https://www.globenewswire.com/news-release/2025/07/01/3108784/0/en/DeFi-Development-Corp-Announces-Proposed-Private-Offering-of-100-Million-of-Convertible-Notes.html https://www.globenewswire.com/news-release/2025/07/01/3108784/0/en/DeFi-Development-Corp-Announces-Proposed-Private-Offering-of-100-Million-of-Convertible-Notes.html"
X Link 2025-07-01T20:15Z [---] followers, [----] engagements
"$10k SOL is programmed imo. Will be sharing a full research report + model on this soon but I am becoming increasingly convinced by minds much smarter than mine that $10k is the future FLOOR"
X Link 2025-09-15T15:01Z [----] followers, [---] engagements
"Big day today. Let's take Solana "public" first on the NASDAQ and then all over the world"
X Link 2025-08-29T10:08Z [----] followers, [---] engagements
"I'm so fucking bullish on this. Now I can stare at the charts on the weekends too. Praise the Lord 1/ It's official you can now trade our stock onchain with $DFDVx No middlemen. ๐
โ No market hours. ๐ Just Solana speed. ๐ Powered by @xStocksFi fueled by @orca_so. https://t.co/3cpYsqagXQ 1/ It's official you can now trade our stock onchain with $DFDVx No middlemen. ๐
โ No market hours. ๐ Just Solana speed. ๐ Powered by @xStocksFi fueled by @orca_so. https://t.co/3cpYsqagXQ"
X Link 2025-07-03T18:01Z [----] followers, [---] engagements
"1/ It's official you can now trade our stock onchain with $DFDVx No middlemen. ๐
โ No market hours. ๐ Just Solana speed. ๐ Powered by @xStocksFi fueled by @orca_so"
X Link 2025-07-03T17:59Z 17.4K followers, 16.6K engagements
"Next stop $TSLA Solana just flipped @Ferrari in market cap. $SOL: $89B $RACE: $88B Proving yet again to be the fastest horse. https://t.co/JTh9bh917o Solana just flipped @Ferrari in market cap. $SOL: $89B $RACE: $88B Proving yet again to be the fastest horse. https://t.co/JTh9bh917o"
X Link 2025-07-11T17:23Z [----] followers, [---] engagements
"Solana just flipped @Ferrari in market cap. $SOL: $89B $RACE: $88B Proving yet again to be the fastest horse"
X Link 2025-07-11T17:02Z 17.4K followers, [----] engagements
"3/ It is very possible that if we are silent on a given topic it's because we are required to be by SEC regulation or NASDAQ rules. Despite this we incorporate all of the community feedback into our plans and priorities so please keep it coming"
X Link 2025-06-28T14:40Z [----] followers, [----] engagements
"Being first to market is more than a nice title We are half a year ahead in experience. DFDV will continue to set the standard for other DATs and drive innovation across the industry. ACCELERATE"
X Link 2025-09-17T19:00Z [----] followers, [---] engagements
""SOL is for stables" I keep talking to institutional investors who are saying "Ethereum is the chain for stables". Idk what nonsense the ETH bois have cooked up but we need to make it clear. "SOL is for stables". It sounds better anyways"
X Link 2025-07-09T19:35Z [----] followers, [----] engagements
"Weve always believed in building with our shareholders not just for them. This warrant dividend is our way of putting that belief into practice by giving every DFDV investor the chance to share in the upside as we scale. Details below but TLDR: were aligning growth with conviction. If youre holding $DFDV you get free warrants. DeFi Development Corp. (Nasdaq: DFDV) has declared a dividend of warrants to its stockholders. Record date: October [--] [----]. Only holders of record on this date will receive the warrants. FAQs regarding the dividend warrant. ๐ Q: Whats a warrant A: It's an option to"
X Link 2025-10-20T18:00Z [----] followers, [----] engagements
"DeFi Development Corp. (Nasdaq: DFDV) has declared a dividend of warrants to its stockholders. Record date: October [--] [----]. Only holders of record on this date will receive the warrants. FAQs regarding the dividend warrant. ๐ Q: Whats a warrant A: It's an option to buy shares of common shares issued directly by a company. It gives the holder the right but not the obligation to purchase a share of common stock at a specified exercise price on or before the warrants expiration date. Q: What is a warrant dividend A: A distribution of warrants by the company pro-rata to all existing common"
X Link 2025-10-20T16:31Z 17.4K followers, 20.7K engagements
"Terminator Solana Jesus. He's come from the future to eliminate paper hands"
X Link 2025-07-03T03:22Z [----] followers, [---] engagements
"The thing about DFDV is that we don't just sit on our treasury we are utilizing it daily to grow SPS. We also continue to develop new ways to generate revenue for the company. "The stock is not the company and the company is not the stock" - Bezos"
X Link 2025-10-31T05:23Z [----] followers, [---] engagements
"69. Even when we aren't in control the degens meme for us. ๐ซก $DFDVx total supply 69K and climbing. ๐ https://t.co/1ebB9ThWjX $DFDVx total supply 69K and climbing. ๐ https://t.co/1ebB9ThWjX"
X Link 2025-07-16T15:56Z [----] followers, [---] engagements
"$DFDVx total supply 69K and climbing. ๐"
X Link 2025-07-16T15:16Z 17.4K followers, [----] engagements
"We did it. ๐ Bringing a crypto-native treasury model to the public market. ๐ฆ @defidevcorp is the first U.S. public company with a treasury strategy built to accumulate and compound Solana. ๐ Honored to be your partner $DFDV https://t.co/LlcST3Lwny ๐ Bringing a crypto-native treasury model to the public market. ๐ฆ @defidevcorp is the first U.S. public company with a treasury strategy built to accumulate and compound Solana. ๐ Honored to be your partner $DFDV https://t.co/LlcST3Lwny"
X Link 2025-08-30T21:53Z [----] followers, [----] engagements
"๐ Bringing a crypto-native treasury model to the public market. ๐ฆ @defidevcorp is the first U.S. public company with a treasury strategy built to accumulate and compound Solana. ๐ Honored to be your partner $DFDV"
X Link 2025-08-29T21:20Z 773.3K followers, 67.6K engagements
"Let's GOOOOOO (I was sleeping - preparing for the big day) Who is ready to ring the @NasdaqExchange bell with @defidevcorp @0xinliberty @John_DFDV @TheOtherParker_ Will you be there @dfdv_intern https://t.co/vfOrrvm0Pk Who is ready to ring the @NasdaqExchange bell with @defidevcorp @0xinliberty @John_DFDV @TheOtherParker_ Will you be there @dfdv_intern https://t.co/vfOrrvm0Pk"
X Link 2025-08-28T14:54Z [----] followers, [----] engagements
"Who is ready to ring the @NasdaqExchange bell with @defidevcorp @0xinliberty @John_DFDV @TheOtherParker_ Will you be there @dfdv_intern"
X Link 2025-08-28T13:41Z [---] followers, [----] engagements
"4/ Rest assured we are hyper focused on winning and as the largest shareholders ourselves are totally aligned with our other shareholders"
X Link 2025-06-28T14:40Z [----] followers, [----] engagements
"We keep buying rain or shine https://www.coindesk.com/markets/2025/07/29/defi-dev-boosts-solana-treasury-to-usd218m-after-latest-purchase https://www.coindesk.com/markets/2025/07/29/defi-dev-boosts-solana-treasury-to-usd218m-after-latest-purchase"
X Link 2025-07-29T13:00Z [----] followers, [----] engagements
"Boom. [--] 9s 1/ ๐จ JUST [--] $SOL TO GO. That's right DeFi Dev Corp. now holds [------] $SOL on our balance sheet after raising $19M from our Equity Line. $192M of SOL stacked. Staked. Compounding. Onchain. Who is ready for us to accumulate the next [-------] $SOL https://t.co/K2B6ZxJIId 1/ ๐จ JUST [--] $SOL TO GO. That's right DeFi Dev Corp. now holds [------] $SOL on our balance sheet after raising $19M from our Equity Line. $192M of SOL stacked. Staked. Compounding. Onchain. Who is ready for us to accumulate the next [-------] $SOL https://t.co/K2B6ZxJIId"
X Link 2025-07-21T12:45Z [----] followers, [---] engagements
"1/ ๐จ JUST [--] $SOL TO GO. That's right DeFi Dev Corp. now holds [------] $SOL on our balance sheet after raising $19M from our Equity Line. $192M of SOL stacked. Staked. Compounding. Onchain. Who is ready for us to accumulate the next [-------] $SOL"
X Link 2025-07-21T12:04Z 17.4K followers, 60.3K engagements
"Earnings out. We are just getting started. I'm excited for wall street analysts everywhere to start digging into the numbers. Although the DeFi Degens know that the real numbers that matter are right on our website Today $DFDV announces Q2 [----] earnings. Access our earnings report. ๐ https://t.co/y1G59yTnXc The official press release. ๐ https://t.co/yh6Sm5fU2J Today $DFDV announces Q2 [----] earnings. Access our earnings report. ๐ https://t.co/y1G59yTnXc The official press release. ๐ https://t.co/yh6Sm5fU2J"
X Link 2025-08-13T08:21Z [----] followers, [----] engagements
"Today $DFDV announces Q2 [----] earnings. Access our earnings report. ๐ The official press release. ๐ https://www.globenewswire.com/news-release/2025/08/12/3132111/0/en/DeFi-Development-Corp-Announces-Second-Quarter-2025-Earnings.html https://defidevcorp.com/investortab=Earnings https://www.globenewswire.com/news-release/2025/08/12/3132111/0/en/DeFi-Development-Corp-Announces-Second-Quarter-2025-Earnings.html https://defidevcorp.com/investortab=Earnings"
X Link 2025-08-12T21:42Z 17.4K followers, 77.8K engagements
"It's crazy how a few red candles can turn long term investors into traders. The best investors set out with a time horizon and a set of criteria to reevaluate your time horizon. If you're a trader then yeah something's up maybe Binance/Wintermute issues Maybe AI trade getting overheated Maybe OG selling exhausting the market Maybe now is a good time to take a little risk off and see if a trend materializes to book a quick swing profit. If you came in as an investor though has anything changed on $SOL The answer is no only positive things (Western Union TVL boom etc). So if you have cash now"
X Link 2025-11-04T16:06Z [----] followers, [---] engagements
"$BTC about to blast through ATH if it does convincingly (not just a scam weekend wick) then $SOL hopefully right behind it to start making a run at $300"
X Link 2025-10-03T16:12Z [----] followers, [---] engagements
"Super Tokyo off to a great start"
X Link 2025-08-24T02:53Z [----] followers, [----] engagements
"2 hours on a Saturday morning responding to all of your questions. I'll do it again next month ๐ค https://www.reddit.com/r/DFDVDegens/comments/1oe7usj/oct_2025_official_dfdv_ama_ask_the_team_anything/ https://www.reddit.com/r/DFDVDegens/comments/1oe7usj/oct_2025_official_dfdv_ama_ask_the_team_anything/"
X Link 2025-10-25T20:25Z [----] followers, [----] engagements
"2/ We also haven't sold a dime. Unfortunately public markets are slower than crypto markets for basically everything. Worse yet there are a host of rules and regulations against the level of transparency we desire"
X Link 2025-06-28T14:40Z [----] followers, [----] engagements
"One of the most common misconceptions I see with nearly all of the treasury vehicles is: [--]. The leverage will create a giant margin call in the bear market. Let me address in a doom post here"
X Link 2025-06-15T16:20Z [----] followers, [---] engagements
"When betting on horses you bet on the fastest horse not the biggest horse"
X Link 2025-10-10T04:20Z [----] followers, [---] engagements
"Solana is the chain for real world assets including $DFDVx. More up and more to the right. Letsago"
X Link 2025-07-15T19:49Z [----] followers, [---] engagements
"The beauty of unsecured debt is that you don't get flash liquidated. This is one reason why $DFDV is special"
X Link 2025-10-13T15:52Z [----] followers, [----] engagements
"It's been a little quiet on the announcements front the past two weeks. Looking to change that"
X Link 2025-10-07T00:10Z [----] followers, [----] engagements
"I don't know who needs to hear this but I am incredibly bullish for next week. Things are going to really pick up I think. Uptober isn't just a meme"
X Link 2025-10-03T16:50Z [----] followers, [---] engagements
"Great callout @charlesodeiiii Agreed showing a SPS decline is certainly a bummer and hopefully it's a very rare occurrence. Ultimately this is a timing issue and we think it's important to look at SPS growth over the trailing 3M (we show 2M bc 3M would be like a bajillion % rn) and 12M rather than [--] day or even [--] week. To dig deeper the reason it happened was as you mentioned some of the earlier convertible bond holders from April 7th decided to convert some. You can note the updated debt number on our website as a reference. We unfortunately don't control when the note holders decide to"
X Link 2025-07-08T17:08Z [----] followers, [----] engagements
"Chairman Topu Big TOPU https://t.co/pGZPSx4RHO Big TOPU https://t.co/pGZPSx4RHO"
X Link 2025-08-30T10:18Z [----] followers, [----] engagements
"Big TOPU Big Dog https://t.co/D5S4PAe63j Big Dog https://t.co/D5S4PAe63j"
X Link 2025-08-30T02:53Z 50.2K followers, [----] engagements
"I keep saying that the speed at which DFDV operates is a huge competitive advantage"
X Link 2025-09-04T18:00Z [----] followers, [---] engagements
"Another day another complete red across the watchli. wait what's that up 21% today $DFDVW NFA DYOR DON'T APE"
X Link 2025-11-17T21:03Z [----] followers, [----] engagements
"SOL is undervalued SOL to $10k SOL is undervalued SOL to $1000 SOL is undervalued SOL to $1000"
X Link 2025-11-17T23:41Z [----] followers, [----] engagements
"SOL is undervalued SOL to $1000 The legal team @SolanaFndn does not allow me to say things like: - SOL is undervalued - Buy SOL - SOL to $1000 What I can say: - Solana is the epicenter of cryptos most talented network engineers DeFi and consumer founders and creatives - Solana is the only scaled The legal team @SolanaFndn does not allow me to say things like: - SOL is undervalued - Buy SOL - SOL to $1000 What I can say: - Solana is the epicenter of cryptos most talented network engineers DeFi and consumer founders and creatives - Solana is the only scaled"
X Link 2025-11-17T07:54Z 321.4K followers, 130.2K engagements
"LFG guess what @TheOtherParker_ is cooking in korea bullish on @defidevcorp https://t.co/lZabNOFYys guess what @TheOtherParker_ is cooking in korea bullish on @defidevcorp https://t.co/lZabNOFYys"
X Link 2025-10-16T11:58Z [----] followers, [---] engagements
"guess what @TheOtherParker_ is cooking in korea bullish on @defidevcorp"
X Link 2025-10-15T23:04Z [----] followers, [----] engagements
"$SOL on the front page of CNBC. Better get used to it still plenty of days left in Solana Summer"
X Link 2025-07-17T12:53Z [----] followers, [---] engagements
"Love him or hate him Trump is a fucking gangster and knows how to intimidate opponents. Putin is not our friend and is not a friend of Trump. Trump just flew a B-2 stealth bomber over Putins head Absolutely incredible. https://t.co/2bsnssRv9f Trump just flew a B-2 stealth bomber over Putins head Absolutely incredible. https://t.co/2bsnssRv9f"
X Link 2025-08-15T21:07Z [----] followers, [----] engagements
"Trump just flew a B-2 stealth bomber over Putins head Absolutely incredible"
X Link 2025-08-15T19:20Z 334.6K followers, 27.7M engagements
"Considering we've only been at this for [--] months as of July 7th I'd say this was a top [--] month no doubt about it 1/ June might have marked a pause in our $SOL accumulation. But it was one of the most pivotal months in $DFDV's history. We laid the foundation for what comes next - unlocking capital going onchain & scaling dfdvSOL. What we achieved last month & why it matters. ๐งต https://t.co/k5WtSqHTwe 1/ June might have marked a pause in our $SOL accumulation. But it was one of the most pivotal months in $DFDV's history. We laid the foundation for what comes next - unlocking capital going"
X Link 2025-07-07T20:29Z [----] followers, [----] engagements
"1/ June might have marked a pause in our $SOL accumulation. But it was one of the most pivotal months in $DFDV's history. We laid the foundation for what comes next - unlocking capital going onchain & scaling dfdvSOL. What we achieved last month & why it matters. ๐งต"
X Link 2025-07-07T15:27Z 17.4K followers, [----] engagements
"I've been asked a number of times recently why Solana is better than Ethereum. Clearly these people have spend [--] minutes using either network. Please people just go download a @solflare wallet and spend [--] mins in Solana DeFi playing around with @orca_so @KaminoFinance @DriftProtocol @bonkfun and all of the other great protocols on Solana and then go do the same with Metamask in EVM land. No stats pack and data pictures needed"
X Link 2025-08-14T10:04Z [----] followers, [---] engagements
"Just. One. Last. Dip. You're. Not. Bullish. Enough. $SOL https://t.co/SAjIsnZkAE You're. Not. Bullish. Enough. $SOL https://t.co/SAjIsnZkAE"
X Link 2025-10-07T15:17Z [----] followers, [----] engagements
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/creator/twitter::TheOtherParker_