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# ![@0xGeeGee Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1500971484612902917.png) @0xGeeGee 0xGeeGee

0xGeeGee posts on X about the most, ai, in the, onchain the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1500971484612902917/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1500971484612902917/c:line/m:interactions.svg)

- [--] Week [------] +75%
- [--] Month [-------] -35%
- [--] Months [---------] +54%
- [--] Year [---------] -10%

### Mentions: [--] [#](/creator/twitter::1500971484612902917/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1500971484612902917/c:line/m:posts_active.svg)

- [--] Months [---] -12%
- [--] Year [---] -28%

### Followers: [------] [#](/creator/twitter::1500971484612902917/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1500971484612902917/c:line/m:followers.svg)

- [--] Week [------] -0.05%
- [--] Month [------] -0.10%
- [--] Months [------] +9%
- [--] Year [------] +23%

### CreatorRank: [-------] [#](/creator/twitter::1500971484612902917/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1500971484612902917/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  31.68% [cryptocurrencies](/list/cryptocurrencies)  20.79% [stocks](/list/stocks)  15.84% [technology brands](/list/technology-brands)  11.88% [social networks](/list/social-networks)  8.91% [exchanges](/list/exchanges)  #5060 [automotive brands](/list/automotive-brands)  4.95% [financial services](/list/financial-services)  2.97% [currencies](/list/currencies)  2.97% [countries](/list/countries)  2.97%

**Social topic influence**
[the most](/topic/the-most) 7.92%, [ai](/topic/ai) 6.93%, [in the](/topic/in-the) 5.94%, [onchain](/topic/onchain) 5.94%, [stocks](/topic/stocks) 4.95%, [defi](/topic/defi) 4.95%, [money](/topic/money) 4.95%, [$apw](/topic/$apw) 3.96%, [crypto](/topic/crypto) 3.96%, [business](/topic/business) 2.97%

**Top accounts mentioned or mentioned by**
[@chaoslabs](/creator/undefined) [@paradex](/creator/undefined) [@kazimhung559](/creator/undefined) [@derivexyz](/creator/undefined) [@instadapp](/creator/undefined) [@spectrafinance](/creator/undefined) [@toptickcrypto](/creator/undefined) [@cryptobyrde](/creator/undefined) [@jarvisnetwork](/creator/undefined) [@svaperpol](/creator/undefined) [@d2_finance](/creator/undefined) [@minhxdynasty](/creator/undefined) [@collectorcrypt](/creator/undefined) [@0xsindermann](/creator/undefined) [@gammaswaplabs](/creator/undefined) [@virtualsio](/creator/undefined) [@treenewstoken](/creator/undefined) [@paladinvote](/creator/undefined) [@ringsprotocol](/creator/undefined) [@openservai](/creator/undefined)

**Top assets mentioned**
[Spectra (APW)](/topic/$apw) [USDC (USDC)](/topic/usdc) [Pendle (PENDLE)](/topic/$pendle) [SPECTRA (SPECTRA)](/topic/$spectra) [Fluid (FLUID)](/topic/$inst) [GammaSwap (GS)](/topic/$gs) [Ethereum (ETH)](/topic/ethereum) [Coinbase Global Inc. (COIN)](/topic/coinbase) [ETHZilla Corp (ETHZ)](/topic/$ethz) [BlackRock Inc (BLK)](/topic/blackrock) [eToro Group Ltd (ETOR)](/topic/$etor)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Lmao mf Ethzilla is in jet engines business now"  
[X Link](https://x.com/0xGeeGee/status/2015237659028009305)  2026-01-25T01:37Z 15K followers, [----] engagements


"@MINHxDYNASTY @Collector_Crypt think the issue is that it doesn't have value accrual all revenue is reinvested so people are scared of the fdv"  
[X Link](https://x.com/0xGeeGee/status/2018617984185753754)  2026-02-03T09:30Z 15K followers, [---] engagements


"Today everybody is distracted with other things however here we go more in depth about Perp DEX LP vaults in a time where yields are drying up and more and more people look at them as an interesting an mostly cont (barred black swans) yield source Essentially it's numbers and reasons on why LP vaults deserve a place in your portfolio. but in the risk assets component not the "cash and cash+" that you'd rely on to buy dips and pay bills. https://t.co/7wUEhNB8NZ https://t.co/7wUEhNB8NZ"  
[X Link](https://x.com/0xGeeGee/status/2019596680610681066)  2026-02-06T02:19Z 15K followers, [----] engagements


"Somebody give us the Jesse still at Base end of [----] market"  
[X Link](https://x.com/0xGeeGee/status/2021126630958416134)  2026-02-10T07:38Z 15K followers, [----] engagements


"So I clearly missed out on this AI Agents / BNKR miniszn while my whole TL is Citrini analysts shilling memory stocks at 10x ytd"  
[X Link](https://x.com/0xGeeGee/status/2021200165693276324)  2026-02-10T12:30Z 15K followers, [----] engagements


"@kazimhung559 I think the airdrop side looks worse tbh"  
[X Link](https://x.com/0xGeeGee/status/2021459868411101476)  2026-02-11T05:42Z 15K followers, [---] engagements


"Keep reading bullpost about protocols with super high buybacks and super low mcaps at some point one would wonder if we ever learnt anything from rlb"  
[X Link](https://x.com/0xGeeGee/status/2021474791958663178)  2026-02-11T06:42Z 15K followers, [----] engagements


"@0xSindermann I highly suggest to check the other pendle wrapper"  
[X Link](https://x.com/0xGeeGee/status/2021945403730780392)  2026-02-12T13:52Z 15K followers, [---] engagements


"You guys are telling me that you sent Metaplanet back to [----] mnav"  
[X Link](https://x.com/0xGeeGee/status/2019688550166609968)  2026-02-06T08:24Z 15K followers, [----] engagements


"@DeriveXYZ quickly becoming one of the platforms i'm using organically the most i'm so so so glad they didn't sell out to Synthetix"  
[X Link](https://x.com/0xGeeGee/status/2013771996568658135)  2026-01-21T00:33Z 15K followers, [----] engagements


"no proper gn long tweet this week. not much (actionable and new) happening but essentially all across the board there is the sensation of disillusion (we made it up to here blackrock trump and everything and our tokens still down bad -- we will never get a pump ever again). mostly disagree with it some stuff briefly: 1) xauxag (playing out beautifully) 2) keeping tabs on good rr alts that could reprice well should defi become sexy again (even revenue producing ones took a beating) 3) hip-4 i'm not a huge fan of valuations of prediction markets i don't see the "ibkr vision" that prediction"  
[X Link](https://x.com/0xGeeGee/status/2019360539621880320)  2026-02-05T10:40Z 15K followers, [----] engagements


"Tried it a few years ago not surprised of the price action $ETOR has gotta be one of the most undervalued companies on NASDAQ at this point. Feels like markets just forgot about it. $2.1B MC. Net cash $1.2B no debt. So you're valuing the brokerage at $900m. Forward EV/EBITDA: 2.6x. Most are valued at 10-15x+. In a couple https://t.co/K6XkvBZnvG $ETOR has gotta be one of the most undervalued companies on NASDAQ at this point. Feels like markets just forgot about it. $2.1B MC. Net cash $1.2B no debt. So you're valuing the brokerage at $900m. Forward EV/EBITDA: 2.6x. Most are valued at 10-15x+."  
[X Link](https://x.com/0xGeeGee/status/2020045715888828864)  2026-02-07T08:03Z 15K followers, [----] engagements


"Well let's do a small gn update 1) $INST @Instadapp Waiting for the WM deal to be finalized i expect an higher strike price than what's being discussed this will surely involve a listing most likely on our favorite exchange 2) $APW $SPECTRA @spectra_finance Migration ongoing several factors will play in favor of $SPECTRA from now on with the main focus becoming Base. The arbs available here were insane gg to who played would recommend to wait for the dust to settle a bit if you're sidelined. or at least keep eyes on both sides. Rn i'm out with the intention of buying back after this chaos is"  
[X Link](https://x.com/0xGeeGee/status/1869059874044412228)  2024-12-17T16:39Z 15K followers, 31.8K engagements


"everybody shorting the bounce"  
[X Link](https://x.com/0xGeeGee/status/2019965706037764447)  2026-02-07T02:45Z 15K followers, [----] engagements


"so doing a big of math [-------------] Allo for ICO 7% of supply (700m) so basically [--] ICOAllo = [----------] $CHIP = $0.00001944 So every 51.4k ICOAllo = 1$ buyable of $CHIP (at ICO prices) Probably numbers a little bit better since not everybody will KYC on Coinlist [------------] Allo for Airdrop 3% of supply (300m) so basically [--] AirdropAllo = [----------] $CHIP So every 87.4k AirdropAllo = 1$ airdrop of $CHIP (at ICO prices) Here numbers should be correct aside from the Allo that will be distributed from here to then. I'm not that sure about YT returns since i played it mostly on PTs or LPs but"  
[X Link](https://x.com/0xGeeGee/status/2021454709589147723)  2026-02-11T05:22Z 15K followers, 19.4K engagements


"the revenue is real bro they're burning all the tokens"  
[X Link](https://x.com/0xGeeGee/status/2021478114476556657)  2026-02-11T06:55Z 15K followers, [----] engagements


"on the other hand you also have another perspective: the revenue may be real but people are pricing in very hard that they're gonna compress quickly and sharply (many perp dexs trading below 10x even below 5x because of hardcore competition) one thing is buying META at 5x another is buying WU at 5x. both can end up becoming wonderful trades (or terrible) but very different risks and outcome likelihoods the revenue is real bro they're burning all the tokens https://t.co/zF8rbnZYpA the revenue is real bro they're burning all the tokens https://t.co/zF8rbnZYpA"  
[X Link](https://x.com/anyuser/status/2021478717524975812)  2026-02-11T06:57Z 15K followers, [----] engagements


"and there's nobody that would like to pull a revenge value trade on stuff like GNS more than me (which just to clarify based on last month data is on track to burn 50% of the supply this year) but it's not that free money just because there are yields"  
[X Link](https://x.com/0xGeeGee/status/2021479189006954635)  2026-02-11T06:59Z 15K followers, [----] engagements


"So in the most milady turn of events ever the $1m article winner is also a serial meme rugger getting slashed on ethos"  
[X Link](https://x.com/0xGeeGee/status/2022112560536072199)  2026-02-13T00:56Z 15K followers, [----] engagements


"oh PENTAGON ADDS ALIBABA TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BYD TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BAIDU TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON NAMES COSCO AMONG COMPANIES AIDING CHINESE MILITARY PENTAGON LISTS HUAWEI AMONG PENTAGON ADDS ALIBABA TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BYD TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BAIDU TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON NAMES COSCO AMONG COMPANIES AIDING CHINESE MILITARY PENTAGON LISTS HUAWEI AMONG"  
[X Link](https://x.com/0xGeeGee/status/2022315612723380525)  2026-02-13T14:23Z 15K followers, [----] engagements


"Plus insiders voting with 50k tokens @gnosis_ @kpk_io [--]. Somehow insider Dave ends up leading the vote with his freshly created company Noctua [--]. [--]. The DAO likely ends up with roughly the same terms as under kpk's latest proposal (https://t.co/CqPMmUQS4l) but managed by an insider https://t.co/mKiOuw2DOp @gnosis_ @kpk_io [--]. Somehow insider Dave ends up leading the vote with his freshly created company Noctua [--]. [--]. The DAO likely ends up with roughly the same terms as under kpk's latest proposal (https://t.co/CqPMmUQS4l) but managed by an insider https://t.co/mKiOuw2DOp"  
[X Link](https://x.com/anyuser/status/2022466782246920216)  2026-02-14T00:23Z 15K followers, [----] engagements


"yay https://t.co/v0isUHUZiF https://t.co/v0isUHUZiF"  
[X Link](https://x.com/0xGeeGee/status/2022501012624544042)  2026-02-14T02:39Z 15K followers, [----] engagements


"Right like with Hyperliquid and especially Lighter /s the most profit is always made after TGE best takeaway if u rly a trader just wait for tge no need to farm those goypoints the most profit is always made after TGE best takeaway if u rly a trader just wait for tge no need to farm those goypoints"  
[X Link](https://x.com/anyuser/status/2022932705227538805)  2026-02-15T07:15Z 15K followers, [----] engagements


"Depressing how doomerism on this app is always echoed the most but its the same with traditional media at the end of the day in modern times with easy lives fear is a strong motivation for attention"  
[X Link](https://x.com/anyuser/status/2022943662322385099)  2026-02-15T07:58Z 15K followers, [----] engagements


"Lmao at the tech VC investing in Sydney Sweeneys new lingerie brand"  
[X Link](https://x.com/anyuser/status/2022999035716722853)  2026-02-15T11:38Z 15K followers, [----] engagements


"@edwardmorra_btc Sellers have infinite tokens"  
[X Link](https://x.com/0xGeeGee/status/2022999104536908127)  2026-02-15T11:39Z 15K followers, [----] engagements


"Basically GS's whole long good software short bad software (for AI disruption thesis) is longing cybersecurity + MSFT and shorting the covid software stocks"  
[X Link](https://x.com/0xGeeGee/status/2023209362119176341)  2026-02-16T01:34Z 15K followers, [----] engagements


"Everybody loves the trucking stories but I invite everybody who reads about it to zoom out on CH Robinson stock and tell me with a straight face that the market wasn't just looking for ANY reason to tp The biggest AI shock happened last week and you probably didnt hear about it. It wasnt Nvidia. It wasnt OpenAI. It was trucking. A tiny company that used to sell karaoke machines put out a paper saying its AI boosted freight volumes 300% without hiring more drivers. The https://t.co/IuNbJHp74J The biggest AI shock happened last week and you probably didnt hear about it. It wasnt Nvidia. It"  
[X Link](https://x.com/0xGeeGee/status/2023214499478839430)  2026-02-16T01:55Z 15K followers, [----] engagements


"Wondering if there's a chance that the bloodshed in alts icos and raises ever bring us towards a bigger native bonds/credit presence. for now it mainly looks like the space is staying a venture-led industry with 99% focus on equity and therefore if allocating capital will become too hard we'll just shrink (and then re-expand when it'll be possible again)"  
[X Link](https://x.com/0xGeeGee/status/2023299370620440872)  2026-02-16T07:32Z 15K followers, [----] engagements


"LMFAO Absolutely fantastic read on $CVNA's fraudulent financial engineering built on the back of @GothamResearch & @HindenburgRes detailed findings as well. $CVNA earnings are in [--] days🍿🍿🍿 https://t.co/bwDpBzLDbJ Absolutely fantastic read on $CVNA's fraudulent financial engineering built on the back of @GothamResearch & @HindenburgRes detailed findings as well. $CVNA earnings are in [--] days🍿🍿🍿 https://t.co/bwDpBzLDbJ"  
[X Link](https://x.com/0xGeeGee/status/2023301371970416795)  2026-02-16T07:40Z 15K followers, [----] engagements


"Narrative-trading small comeback $CARDS"  
[X Link](https://x.com/0xGeeGee/status/2023311318711959933)  2026-02-16T08:19Z 15K followers, [----] engagements


"since it was a pain in the ass to find this i'll leave it here"  
[X Link](https://x.com/0xGeeGee/status/2023314819575877906)  2026-02-16T08:33Z 15K followers, [---] engagements


"So Revenue higher than unlocks but nothing directed to the token so it's purely a narrative play for now"  
[X Link](https://x.com/0xGeeGee/status/2023316449675362788)  2026-02-16T08:40Z 15K followers, [---] engagements


"PSA if you press Withdraw from Ethos on Rabby it's going to unvouch somebody - I thought i had free balance hanging around"  
[X Link](https://x.com/0xGeeGee/status/2023322874510299622)  2026-02-16T09:05Z 15K followers, [----] engagements


"So a bit of background first. In the spring of [----] I've started a joint wallet with some frens we were bored and hyped (at the same time Ik life of some schizos). 3/X"  
[X Link](https://x.com/0xGeeGee/status/1691098465785573376)  2023-08-14T14:44Z 15K followers, [----] engagements


"We deposited [--] BnB each for the lulz and grew the wallet to roughly 24k at the top I think (mainly gamefi BSC season on stuff like @CryptoBlades @DungeonSwap $ARENA can't recall how was the protocol called. but also some very normie trades including arbing on tsla synths). 4/X"  
[X Link](https://x.com/0xGeeGee/status/1691098469702987776)  2023-08-14T14:44Z 15K followers, [----] engagements


"So many things to fud so little time. Venus Dot Shanty USD Degods"  
[X Link](https://x.com/0xGeeGee/status/1692303937662017991)  2023-08-17T22:34Z 15K followers, [----] engagements


"If your skin is [--] microns thick you'd probably be better off paying Certik for a rubber stamp and get exploited in peace later on at least nobody will god forbid actually audit your code and give you feedbacks"  
[X Link](https://x.com/0xGeeGee/status/1782918490464063884)  2024-04-23T23:44Z 15K followers, [----] engagements


"Yes. with some caevats many months are in red only bc of liquidity rewards which yes suggest $LDO will keep going down but: - rewards are denominated in $ETH expenses are denominated in $LDO - it's not like the protocol itself is operating at a loss one other interesting datapoint since withdrawals were enabled liquidity rewards went down a lot (because now the asset is less risky) and whilst Lido lost marketshare it didn't lose much and all the losses are attributable to Binance and Mantle launching their own LSTs. So the ways out are: - $ETH pumps - expense reduction In any case this is one"  
[X Link](https://x.com/0xGeeGee/status/1826988287288017115)  2024-08-23T14:22Z 15K followers, [----] engagements


"Throwback at when i could have otced 70k pendle for 175k sdpendle and i didn't *prepares the rope* The $PENDLE Liquid Locker nears 90% peg. Stake DAO's unique design implemented early summer for sdPENDLE proves effective once more. sdPENDLE holders retain voting power and @pendle_fi associated rewards. https://t.co/hcmy3aspdh The $PENDLE Liquid Locker nears 90% peg. Stake DAO's unique design implemented early summer for sdPENDLE proves effective once more. sdPENDLE holders retain voting power and @pendle_fi associated rewards. https://t.co/hcmy3aspdh"  
[X Link](https://x.com/0xGeeGee/status/1827897933314101402)  2024-08-26T02:36Z 15K followers, [----] engagements


"Some tickers to keep an eye on for potential narratives/trades in Q4 (don't take them as shills it's just the things i'm keeping tabs on): - $PENDLE / $APW Fixed / Variable yield trend coming back due to BTCFi - $LIT Uni v4 - $COW Major listing + WM deal - $LQTY LUSD v2 -- $BOLD friendly forks helicoptering money potential demand from $DAI drying up - $T $WBTC migration merger whatever ends up happening very likely not status quo. - $ASTR / $VELO Soneium taking off - $ With Kaito seemingly getting more mindshare lately we may see some competitor with tokens - $DYDX Unlimited launch"  
[X Link](https://x.com/0xGeeGee/status/1829504022816211030)  2024-08-30T12:58Z 15K followers, 13.7K engagements


"Also what is wrong with $pufETH and $rswETH Why are people not closing up the PT gap with the others even with leverage available"  
[X Link](https://x.com/0xGeeGee/status/1833246840134697366)  2024-09-09T20:51Z 15K followers, [----] engagements


"@Winterz_GGG am not entirely bought on the fact that any subdao or any vitadao related thingy can be better than bio itself"  
[X Link](https://x.com/0xGeeGee/status/1872588187375481331)  2024-12-27T10:19Z 15K followers, [---] engagements


"I see TL came up with a fancy new category called DeFAI which is basically just a subtype of AI Agents with some infra to be able to abstract on chain UX away Griffain as market leader and then @SynapseProtocol s Cortex would be 2nd And @Hive_Intel + @SharpeLabs another one"  
[X Link](https://x.com/0xGeeGee/status/1876948156690370600)  2025-01-08T11:04Z 15K followers, [----] engagements


"$VIRTUAL $MORPHO $SPECTRA $FAI $COOKIE $SPEC $RSC I think any of those listings would have been reasonable and nobody would have questioned them it's unique or semi-unique projects that are also or mainly on Base. On a broader scale Coinbase doesn't even have $PENDLE or $ENA lmao I mean what are we even talking about. But no let's go $PNUT @toptickcrypto there are literally like [--] base tokens that they could consider for that but they ain't gonna do it @toptickcrypto there are literally like [--] base tokens that they could consider for that but they ain't gonna do it"  
[X Link](https://x.com/anyuser/status/1883481440278704563)  2025-01-26T11:45Z 15K followers, 13K engagements


"The best airdrops are the ones you cannot talk about until you've farmed a bit that said a bunch of good underlooked ones are probably: Paradex Treehouse Hourglass Solana LRTs (there are [--] at least i.e. Fragmetric) Solana Yield Markets (i.e. RateX) even Astherus could be interesting given CZ/Binance recent activity. Then there are more uncertain ones that could either pay off big time or not at all (i.e. Starknet stuff Puffpaw DreamOS Aftermath Eigenlayer's AVSs Ink.) Airdrop tier list Tier 1: Meteora Paradex Wayfinder Polymarket Tier 2: Huma Cambria OpenSea Tier 3: Resolv Sahara Sentient"  
[X Link](https://x.com/0xGeeGee/status/1891302313874370754)  2025-02-17T01:43Z 15K followers, 33.9K engagements


"Getting paid to long what some uponly token feelsgoodman.exe"  
[X Link](https://x.com/0xGeeGee/status/1892472917897720227)  2025-02-20T07:14Z 15K followers, [----] engagements


"Two reasons mainly: 1) i don't particularly like Morpho 2) i don't think the announcement changes the core issue of their legal structure: the association is a non profit and will always fight for profits "reinvestment" instead of distribution while Labs will still benefit. The fact that there are not equity holders doesn't really change this dynamic imo although makes it a little bit better than Uniswap ig https://twitter.com/i/web/status/1931461306672111716 https://twitter.com/i/web/status/1931461306672111716"  
[X Link](https://x.com/0xGeeGee/status/1931461306672111716)  2025-06-07T21:20Z 15K followers, [---] engagements


"Noooo smh i missed the Extended vault caps being lifted"  
[X Link](https://x.com/0xGeeGee/status/1950837096413028833)  2025-07-31T08:33Z 15K followers, [----] engagements


"Sees token this morning busy put tab and gonna check on it later checks token is up 60% kms.exe"  
[X Link](https://x.com/0xGeeGee/status/1967513793472442631)  2025-09-15T09:00Z 15K followers, [----] engagements


"OVPP keeps pushing ATHs bullish for my bags"  
[X Link](https://x.com/0xGeeGee/status/1968126411174187227)  2025-09-17T01:34Z 15K followers, [----] engagements


"Also surprised Naver isnt pumping harder given Upbit acquisition ig main issue is that theres no bidding route for the west Just bring it onchain and let the degens do the bidding 28b for both Naver and Upbit Insane fud"  
[X Link](https://x.com/0xGeeGee/status/1971408604336095444)  2025-09-26T02:56Z 15K followers, [----] engagements


"gn tweet (long long tweet) Premise: most of the stuff didn't change from last long post I did execute on some ideas some other are new. 1) BNB ATH after ATH I switched from ASTER to CAKE as BNB proxy. Even though CAKE is far from being one of CZ's favorite projects these days and there are [--] years of rabid holders that have missed all of the bull run I do like the odds better (well I bought slightly lower but i'm still holding). 2) ETH Staking a16z One of my plays for the month is currently Eigenlayer/Eigencloud (even though ETHFI is pushing so much better damn). It kinda feels like they may"  
[X Link](https://x.com/0xGeeGee/status/1974443351668863182)  2025-10-04T11:55Z 15K followers, 13.8K engagements


"Stocks on Hyperliquid is obviously a step in the right direction however people seem to have forgotten once again that this is not the first time we do this and there already are multiple venues to trade stocks onchain with perps. What makes the difference is allowing me to turn off my IBKR account: being able to trade thousands of tickers not the usual [--] mostly mags7 plus something. If I have to keep both then Ill just keep staying on IBKR (where ironically leverage is way cheaper in general). XYZ100 inclusion is a nice step in this sense (although the premium ugh). Well see what this leads"  
[X Link](https://x.com/0xGeeGee/status/1982608521050124515)  2025-10-27T00:41Z 15K followers, 28.4K engagements


"@tinpham1612 ZEC and DASH are very old coins new coin not always gud lately (see recent TGEs) but yeah generally right"  
[X Link](https://x.com/0xGeeGee/status/1984577531924922457)  2025-11-01T11:05Z 15K followers, [---] engagements


"Bridging really becoming a ruthless business fees speedrunning to zero originally I thought Across was giving extremely good deals then came Relay now Eco by the end of [----] we'll be moving money at $0.01 / $10k at this rate"  
[X Link](https://x.com/0xGeeGee/status/1997193264336908291)  2025-12-06T06:35Z 15K followers, [----] engagements


"It's the crypto category I hate the most you can open any chart of these with the exception of Aave and see how it looks like. Very low margin business but very expensive in user acquisiton that's why having a big first mover advantage is such a big thing. Maybe things in this cycle are changing a bit with new Euler and risk curation picking up but honestly not my cup of tea The best liquid tokens to own from here are the top 5-7 lending protocols. The best liquid tokens to own from here are the top 5-7 lending protocols"  
[X Link](https://x.com/0xGeeGee/status/1997973930615964092)  2025-12-08T10:18Z 15K followers, [----] engagements


"Holy shit this is hilarious from Aragon Tokens wont be treated as valuable assets until ownership is clear and enforceable. Today were introducing the Ownership Token Index a new framework (and upcoming dashboard) that makes tokenholder rights value flows and control explicit verifiable and comparable. https://t.co/75YGYEwkIc Tokens wont be treated as valuable assets until ownership is clear and enforceable. Today were introducing the Ownership Token Index a new framework (and upcoming dashboard) that makes tokenholder rights value flows and control explicit verifiable and comparable."  
[X Link](https://x.com/0xGeeGee/status/2001696617381138715)  2025-12-18T16:50Z 15K followers, [----] engagements


"I'm laughing my ass off this is a new one even for crypto The worst part is that you don't need to do this it'd look better if you just list the individuals lmao"  
[X Link](https://x.com/0xGeeGee/status/2008340926448439439)  2026-01-06T00:52Z 15K followers, 51.8K engagements


"One of the few new DeFi protocols actually bringing some value on the table tbh Shift: Expanding the Delta-Neutral Universe Ethena helped popularize a simple but powerful idea: package a delta-neutral engine into an on-chain asset that users can hold use and build with. No more "do your own funding capture" but rather one-click deposits. The success of https://t.co/DHzr9dCq31 Shift: Expanding the Delta-Neutral Universe Ethena helped popularize a simple but powerful idea: package a delta-neutral engine into an on-chain asset that users can hold use and build with. No more "do your own funding"  
[X Link](https://x.com/0xGeeGee/status/2010676762292670469)  2026-01-12T11:34Z 15K followers, [----] engagements


"iBGT depegged up for grabs"  
[X Link](https://x.com/0xGeeGee/status/2011438946576978340)  2026-01-14T14:03Z 15K followers, [----] engagements


"Many Pendle pools today expiring: - sThUSD - jrUSDe (and sr) - wNLP"  
[X Link](https://x.com/0xGeeGee/status/2011494057046945987)  2026-01-14T17:42Z 15K followers, [----] engagements


"Since 2z fulfilled its prophetical name of putting up a double zero it seems to have been rounding the bottom a bit"  
[X Link](https://x.com/0xGeeGee/status/2012987972354728419)  2026-01-18T20:38Z 15K followers, [----] engagements


"There will be interesting trades here depending on how the vePendle(s) to sPendle situation evolves. Magpie already gifted us some beautiful trades on mCAKE in the past can they do it again"  
[X Link](https://x.com/0xGeeGee/status/2013805505911595277)  2026-01-21T02:47Z 15K followers, [----] engagements


"So now that JGB have real yield can we bring them onchain thanks @jpy_coin or anybody else"  
[X Link](https://x.com/0xGeeGee/status/2013866442546991332)  2026-01-21T06:49Z 15K followers, [----] engagements


"So in less than [--] hours we have - Lens to Mask - Farcaster to Neynar Honestly SoFi (and GambleFi and now nobody tries it anymore but how can we call it. xxxFi) are some of the things i'm the most bearish on. Not because there is no need for them but because it's extremely hard to execute in SoFi. The moat web2 platforms have is immense and the only way newer ones emerged is because they became viral with millennials and younger generations. I don't see Web3 protocols being able to execute on this and I would never take a bet on it if not a narrative swing. The other two fail for other"  
[X Link](https://x.com/0xGeeGee/status/2014131752399438068)  2026-01-22T00:23Z 15K followers, [----] engagements


"gn tweet (long long) A lot to comment on although the baseline is that narrative trading almost does not work anymore. However it's not a first. It happened in [----] [----] and again and again just simply when the market is exhausted. It could be an inflection point where tokens are mostly uninvestible unless they produce real value - but I don't believe that everything in tradfi points out to it mostly being the other way around what drives is returns not value (however to make returns sustainable we also need to start creating value). Given this premise here is what I was looking at this week"  
[X Link](https://x.com/0xGeeGee/status/2014301035343626564)  2026-01-22T11:36Z 15K followers, [----] engagements


"It's hilarious but Japan is full of stories like this (e.g. Ajinomoto) Toilet maker Toto popped as much as 11% (biggest jump in 5Yrs) after Goldman upgraded it on AI-driven memory demand. 😂 Toto also makes electrostatic chucks used to hold silicon wafers in chipmaking and that biz was 42% of op income last FY. AI trades in the bathroom now https://t.co/4fuL03PfV7 Toilet maker Toto popped as much as 11% (biggest jump in 5Yrs) after Goldman upgraded it on AI-driven memory demand. 😂 Toto also makes electrostatic chucks used to hold silicon wafers in chipmaking and that biz was 42% of op income"  
[X Link](https://x.com/0xGeeGee/status/2014338288673489383)  2026-01-22T14:04Z 15K followers, [----] engagements


"I've like 5ish names like this maybe next week a long tweet It's hilarious but Japan is full of stories like this (e.g. Ajinomoto) It's hilarious but Japan is full of stories like this (e.g. Ajinomoto)"  
[X Link](https://x.com/0xGeeGee/status/2014502035123810596)  2026-01-23T00:54Z 15K followers, [----] engagements


"Literally every two years we try the same thing: tokenize real estate borrow against it literally every other year the pandora box opens and we find out it's a cesspool of conflicts of interest inflated valuation fraud and other nice things. Will this time be different"  
[X Link](https://x.com/0xGeeGee/status/2014570021666861310)  2026-01-23T05:24Z 15K followers, [----] engagements


"Its neither the first time nor the last and we saw the viceversa too. Whats hilarious is that for the first time USD/EUR onchain yield gaps are not even justifying holding USD. Not enough people are talking about this The dollar is down 15% against the euro in just a year that is insane https://t.co/9SzEKixaZz Not enough people are talking about this The dollar is down 15% against the euro in just a year that is insane https://t.co/9SzEKixaZz"  
[X Link](https://x.com/0xGeeGee/status/2016019333399613489)  2026-01-27T05:23Z 15K followers, [----] engagements


"I'm gonna sound like a paid shill but Derive is honestly one of the most asymmetric bets if you still believe native defi can be successful. Retail imo is going to move more into perps but Instis probably not and crypto options are most likely set to grow. It's a [--] or [---] This has been a long time coming. Today marks a major milestone for institutions looking to onboard onto onchain derivatives. Were opening up our off-exchange custody-agnostic solution with @StrandsFinance. https://t.co/bYyP1SLFVw This has been a long time coming. Today marks a major milestone for institutions looking to"  
[X Link](https://x.com/0xGeeGee/status/2016067472198402217)  2026-01-27T08:35Z 15K followers, [----] engagements


"It's unfortunate that Twitter Search suck trading's been going flaccid lately so wanted to bask in some glory of the past. in late [----] we started a weekly content at @chaoslabs where we did market analysis and give some reasonable (not too degen) insights. We also put out specific sector reports here and there. Aside from showing a bit my peacock-feathers this is mainly a reminder to myself about the fact that high conviction plays may last way longer than you may expect and you should learn to hold onto them. Aside from Metaplanet i personally played the other three far far from optimally."  
[X Link](https://x.com/0xGeeGee/status/2016109797997752356)  2026-01-27T11:23Z 15K followers, [----] engagements


"Just remember that the sausage finger guys that pushed PAXG offpeg by like 40% one year ago or so must be in profit now. damn"  
[X Link](https://x.com/0xGeeGee/status/2016768103125037239)  2026-01-29T06:59Z 15K followers, [----] engagements


"This is scare over FM downgrade (all of this while Vietnam is getting EM upgraded). would lap victory rounds around this bc i did say that this idea of a trade was bs unfortunately against my own judgement i went 20/80 bc i'm an idiot Indonesian stocks plummet for a second day amid what appears to still be massive panic selling. Markets poised to enter a correction. On Thursday we saw nearly $80B in market cap wiped out in Indonesia a record amount https://t.co/WOUvOvp2VG Indonesian stocks plummet for a second day amid what appears to still be massive panic selling. Markets poised to enter a"  
[X Link](https://x.com/0xGeeGee/status/2016768775413256253)  2026-01-29T07:02Z 15K followers, [----] engagements


"The more I read here the more Im talking myself out of stocks related to any metal commodity enough CT for today"  
[X Link](https://x.com/0xGeeGee/status/2016824868323676670)  2026-01-29T10:44Z 15K followers, [----] engagements


"The funniest thing of both the US and the UK "Microstrategy of Uranium" is that they both trade below NAV even before starting"  
[X Link](https://x.com/0xGeeGee/status/2017041509682663843)  2026-01-30T01:05Z 15K followers, [----] engagements


"@toptickcrypto Why would they rotate to depin though"  
[X Link](https://x.com/0xGeeGee/status/2017201871191159010)  2026-01-30T11:42Z 15K followers, [---] engagements


"What leaked about MEGA"  
[X Link](https://x.com/0xGeeGee/status/2017216483177480237)  2026-01-30T12:41Z 15K followers, [----] engagements


"Many are increasingly treating Perp DEX LP as one of the safest source of yields - on the long run they must go up only right Generally it's like that but how long is long A lot of LP vaults (@paradex being the most notable exception probably) never recovered from 10/10 even though they're approaching the same levels now. Some are negative since months while others are anyway lower than September even when not particularly touched by 10/10. A double digits yield is never "as safe as t-bills" but can still be a good deal if you understand how it's priced https://t.co/RfJDydQMfC"  
[X Link](https://x.com/0xGeeGee/status/2017399845863231644)  2026-01-31T00:49Z 15K followers, [----] engagements


"@awnyrvan @paradex Gains is a protocol i know very well ;)"  
[X Link](https://x.com/0xGeeGee/status/2017490194904322229)  2026-01-31T06:48Z 15K followers, [--] engagements


"People depegging EURC on Base to rush to deposit on Morpho for the new Merkl Campaign but didn't run the math / double check the TVL at which the APR is calculated (p outdated)"  
[X Link](https://x.com/0xGeeGee/status/2017822770722426908)  2026-02-01T04:50Z 15K followers, [----] engagements


"one of the few times i'm minting YT (at current prices) extUSD on Pendle We just pushed the LIVE button on the first Pendle Pool for a Shift vault. It's extUSD with a maturity of [--] days. This extUSD Pendle Pool (deployed via Pendles Community Pool stack) lets you get liquid permissionless exposure to Extended Points ahead of https://t.co/MvegiZyCPg extUSD on Pendle We just pushed the LIVE button on the first Pendle Pool for a Shift vault. It's extUSD with a maturity of [--] days. This extUSD Pendle Pool (deployed via Pendles Community Pool stack) lets you get liquid permissionless exposure to"  
[X Link](https://x.com/0xGeeGee/status/2018266394199277667)  2026-02-02T10:13Z 15K followers, [----] engagements


"A trade that I thought would last a year ish closed in a matter of days Just closed xrp too (although probably it goes to like [----] with enough time) Really wish I had taken the short-silver-long-gold trade when @0xGeeGee talked about it :l I did actually consider it for a while but thought I might get too restless being short silver Really wish I had taken the short-silver-long-gold trade when @0xGeeGee talked about it :l I did actually consider it for a while but thought I might get too restless being short silver"  
[X Link](https://x.com/0xGeeGee/status/2019566466664894933)  2026-02-06T00:19Z 15K followers, [----] engagements


"@cryptobyrde Last time I dont think with my head lmao"  
[X Link](https://x.com/0xGeeGee/status/2019569132208025864)  2026-02-06T00:29Z 15K followers, [---] engagements


"What a wake up: - closed PLTR - closed XRP - closed XAGXAU (left a bit of naked gold) - bought AMZN - started buying ETH again what else tbh my tradfi portfolio is very light on US so didn't go so bad. (although i did indeed feel the heat too) surprised TSLA didn't flinch more but ig this is essentially all the market finding an excuse to dump in worrying capex spending (which is indeed worrying in more than a way - buybacks moat cash flow etc.) A trade that I thought would last a year ish closed in a matter of days Just closed xrp too (although probably it goes to like [----] with enough time)"  
[X Link](https://x.com/0xGeeGee/status/2019572999738064953)  2026-02-06T00:44Z 15K followers, [----] engagements


"this is also buy signal stuff eh What a wake up: - closed PLTR - closed XRP - closed XAGXAU (left a bit of naked gold) - bought AMZN - started buying ETH again what else tbh my tradfi portfolio is very light on US so didn't go so bad. (although i did indeed feel the heat too) surprised TSLA didn't flinch What a wake up: - closed PLTR - closed XRP - closed XAGXAU (left a bit of naked gold) - bought AMZN - started buying ETH again what else tbh my tradfi portfolio is very light on US so didn't go so bad. (although i did indeed feel the heat too) surprised TSLA didn't flinch"  
[X Link](https://x.com/0xGeeGee/status/2019575611845669309)  2026-02-06T00:55Z 15K followers, [----] engagements


"So yesterday the thesis was the denominator is worth zero today its we dont have enough money in the world for AI capex"  
[X Link](https://x.com/0xGeeGee/status/2019668823205638551)  2026-02-06T07:05Z 15K followers, [----] engagements


"Not super easy to get good quality exposure to but tbh Vietnam is the SEA country i'm the most bullish on"  
[X Link](https://x.com/0xGeeGee/status/1955845749331386770)  2025-08-14T04:15Z 15K followers, [----] engagements


"@Jarvis_Network is one of the few actors who's trying to do something new yet reasonably safe in the algo stablecoin sector. non-USD stablecoins backed by 110% collateral in $USDC and transparent health values at: https://dune.com/0xroll/JarvisNetwork @Jarvis_Network is making MAJOR strides in the Stable Coin market in large part due to their protocol Synthereum. Synthereum has essentially established the Forex market of DeFi allowing users to mint and trade overcollateralized fiat currencies 💶 🧵Here's how they do it https://dune.com/0xroll/JarvisNetwork @Jarvis_Network is making MAJOR"  
[X Link](https://x.com/0xGeeGee/status/1534952548372819969)  2022-06-09T17:36Z 15K followers, [--] engagements


"32/ $cUSD (and $cEUR) by @CeloOrg Probably the similarity is with $USDD: it's backed by a basket of decently solid and liquid assets (which you can monitor) but there is no direct redeemability. Almost only on Celo chain. https://mobile.twitter.com/0xGeeGee/status/1554759796938739712 @_bout3fiddy_ @CurveFinance @CeloOrg Not sure if I agree with the characterization of cEUR as just similar to UST I mean you're right but still. https://t.co/wWSU1tRJ3N More than enough hard backing https://mobile.twitter.com/0xGeeGee/status/1554759796938739712 @_bout3fiddy_ @CurveFinance @CeloOrg Not sure if I"  
[X Link](https://x.com/0xGeeGee/status/1561558844311994371)  2022-08-22T03:40Z 15K followers, [--] engagements


"33/ $jFIATs by @Jarvis_Network "CDP" backing (110% $USDC collateral) geo-diverse fiats: $jEUR $jJPY $jSGD and many others. I love Jarvis because it's solid enough and offers FX opportunities on chain. Can keep track of the health ratios here: https://dune.com/0xroll/JarvisNetwork https://dune.com/0xroll/JarvisNetwork"  
[X Link](https://x.com/0xGeeGee/status/1561558847566843904)  2022-08-22T03:40Z 15K followers, [--] engagements


"Checking morning news: - $FDUSD fud (FlowBank related) - $ZK not changing airdrop - $KARAK announcement was not the token but KUDA (Data Availability) - $AZUR checking page currently priced at 0.25$ on Aevo (worst airdrop of the cycle for me for a project i actually used) yawn"  
[X Link](https://x.com/0xGeeGee/status/1801429029821813177)  2024-06-14T01:38Z 15K followers, [----] engagements


"Gn tweet Just like last Saturday I was writing the weekly piece that will go live on @chaoslabs next monday and have a bunch of more degen thoughts that dont belong to it so here we are. 1) Coinbase x Deribit: option tokens So everybody read about Deribit i will say what i think about it on monday but regardless and cutting straight to the point Coinbase is clearly betting on options growing bigger similarly to tradfi or at least in the same direction. If we think there is even remotely a chance that theyre right then one should logically look at DeFi even one step farther and higher on the"  
[X Link](https://x.com/0xGeeGee/status/1921193915115598142)  2025-05-10T13:21Z 15K followers, 23K engagements


"Other few briefs thoughts before going back to touch grass: - lots of talk about how ppl are getting one-shotted by AI companions but few ways to express this in a serious way probably nectar (no token) is the best maybe ani but it's a meme maybe sleepless/AI (but it's kind of dead) - WLFI coming soon BLOCK on a dip may be a good beta although we all know that betas have been problematic this last [--] months ish so maybe not a great idea. Also i'm sure it's a half scam like always when those people are involved. TRUMP has been going horizontal for a while despite the massive unlocks but i'll"  
[X Link](https://x.com/0xGeeGee/status/1956907641743294890)  2025-08-17T02:35Z 15K followers, [----] engagements


"- $SWISE this is actually nice too: https://x.com/stakewise_io/status/1801260695012487468 The mission has never changed: Onboard millions of users to staking on Ethereum. We are excited to partner with @MetaMask for the launch of its wallet-native Pooled Staking powered by StakeWise Vaults. Now available in MetaMask Portfolio. https://t.co/xEhaZZqblu https://x.com/stakewise_io/status/1801260695012487468 The mission has never changed: Onboard millions of users to staking on Ethereum. We are excited to partner with @MetaMask for the launch of its wallet-native Pooled Staking powered by"  
[X Link](https://x.com/0xGeeGee/status/1801432265328836777)  2024-06-14T01:51Z 15K followers, [----] engagements


"2024 H2 was literally all about trying products leveraging data and holding your convictions as tight as possible. Many such cases. I'm out from $APW since the other day (Base launch huge arbs available) and I was looking to get back in lower and ended up being sidelined. I'm okay with that arbing was much more profitable anyway (although could have done both) but just a reminder that especially in a bullrun the market gets really inefficient around these kind of things and can take longer to get redacted and stay redacted for much longer. https://twitter.com/i/web/status/1871463798843887707"  
[X Link](https://x.com/0xGeeGee/status/1871463798843887707)  2024-12-24T07:51Z 15K followers, [----] engagements


"Time for an update 1) New Defi $INST same thesis rn trading way below the strike price I expect it to reach it upon the upcoming listing or around that $APW didn't change much it pumped way above my exit price but still much below my arb realized gain now I moved to farming it rather than buying bags again $GS thesis unchanged this is a shiny new defi lego $GEAR credit abstraction can be a hell of a gateway for US retail in particular I think this is more a longer-term thing so I am scaling in gradually 2) AI Agents Shovels $VIRTUAL it's the best shovel and it showed it with the recent price"  
[X Link](https://x.com/0xGeeGee/status/1873003294521762160)  2024-12-28T13:49Z 15K followers, 17K engagements


"I mean it exists already since a long time adoption is relatively minimal Tokenized gold will eat Bitcoin's lunch. Also who needs a U.S. dollar "stablecoin" when you can have a coin that represents ownership of real gold. https://t.co/ykrvyk3FV7 Tokenized gold will eat Bitcoin's lunch. Also who needs a U.S. dollar "stablecoin" when you can have a coin that represents ownership of real gold. https://t.co/ykrvyk3FV7"  
[X Link](https://x.com/0xGeeGee/status/1956329692224532723)  2025-08-15T12:18Z 15K followers, [----] engagements


"So small GeeGee lore in [----] i won one of Pancake's lottery prizes which at the time was some significant money for me. Therefore every now and then nostalgia brings me back on that page and I check numbers. Unfortunately convenience really went off a cliff for this kind of stuff now cost of a ticket is like [----] CAKE and EV is. well. exactly slightly lower of [----] :) Gotta love your EV gamblers"  
[X Link](https://x.com/anyuser/status/1995774092952080412)  2025-12-02T08:36Z 15K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@0xGeeGee Avatar @0xGeeGee 0xGeeGee

0xGeeGee posts on X about the most, ai, in the, onchain the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Engagements Line Chart

  • [--] Week [------] +75%
  • [--] Month [-------] -35%
  • [--] Months [---------] +54%
  • [--] Year [---------] -10%

Mentions: [--] #

Mentions Line Chart

  • [--] Months [---] -12%
  • [--] Year [---] -28%

Followers: [------] #

Followers Line Chart

  • [--] Week [------] -0.05%
  • [--] Month [------] -0.10%
  • [--] Months [------] +9%
  • [--] Year [------] +23%

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

CreatorRank Line Chart

Social Influence

Social category influence finance 31.68% cryptocurrencies 20.79% stocks 15.84% technology brands 11.88% social networks 8.91% exchanges #5060 automotive brands 4.95% financial services 2.97% currencies 2.97% countries 2.97%

Social topic influence the most 7.92%, ai 6.93%, in the 5.94%, onchain 5.94%, stocks 4.95%, defi 4.95%, money 4.95%, $apw 3.96%, crypto 3.96%, business 2.97%

Top accounts mentioned or mentioned by @chaoslabs @paradex @kazimhung559 @derivexyz @instadapp @spectrafinance @toptickcrypto @cryptobyrde @jarvisnetwork @svaperpol @d2_finance @minhxdynasty @collectorcrypt @0xsindermann @gammaswaplabs @virtualsio @treenewstoken @paladinvote @ringsprotocol @openservai

Top assets mentioned Spectra (APW) USDC (USDC) Pendle (PENDLE) SPECTRA (SPECTRA) Fluid (FLUID) GammaSwap (GS) Ethereum (ETH) Coinbase Global Inc. (COIN) ETHZilla Corp (ETHZ) BlackRock Inc (BLK) eToro Group Ltd (ETOR)

Top Social Posts

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

"Lmao mf Ethzilla is in jet engines business now"
X Link 2026-01-25T01:37Z 15K followers, [----] engagements

"@MINHxDYNASTY @Collector_Crypt think the issue is that it doesn't have value accrual all revenue is reinvested so people are scared of the fdv"
X Link 2026-02-03T09:30Z 15K followers, [---] engagements

"Today everybody is distracted with other things however here we go more in depth about Perp DEX LP vaults in a time where yields are drying up and more and more people look at them as an interesting an mostly cont (barred black swans) yield source Essentially it's numbers and reasons on why LP vaults deserve a place in your portfolio. but in the risk assets component not the "cash and cash+" that you'd rely on to buy dips and pay bills. https://t.co/7wUEhNB8NZ https://t.co/7wUEhNB8NZ"
X Link 2026-02-06T02:19Z 15K followers, [----] engagements

"Somebody give us the Jesse still at Base end of [----] market"
X Link 2026-02-10T07:38Z 15K followers, [----] engagements

"So I clearly missed out on this AI Agents / BNKR miniszn while my whole TL is Citrini analysts shilling memory stocks at 10x ytd"
X Link 2026-02-10T12:30Z 15K followers, [----] engagements

"@kazimhung559 I think the airdrop side looks worse tbh"
X Link 2026-02-11T05:42Z 15K followers, [---] engagements

"Keep reading bullpost about protocols with super high buybacks and super low mcaps at some point one would wonder if we ever learnt anything from rlb"
X Link 2026-02-11T06:42Z 15K followers, [----] engagements

"@0xSindermann I highly suggest to check the other pendle wrapper"
X Link 2026-02-12T13:52Z 15K followers, [---] engagements

"You guys are telling me that you sent Metaplanet back to [----] mnav"
X Link 2026-02-06T08:24Z 15K followers, [----] engagements

"@DeriveXYZ quickly becoming one of the platforms i'm using organically the most i'm so so so glad they didn't sell out to Synthetix"
X Link 2026-01-21T00:33Z 15K followers, [----] engagements

"no proper gn long tweet this week. not much (actionable and new) happening but essentially all across the board there is the sensation of disillusion (we made it up to here blackrock trump and everything and our tokens still down bad -- we will never get a pump ever again). mostly disagree with it some stuff briefly: 1) xauxag (playing out beautifully) 2) keeping tabs on good rr alts that could reprice well should defi become sexy again (even revenue producing ones took a beating) 3) hip-4 i'm not a huge fan of valuations of prediction markets i don't see the "ibkr vision" that prediction"
X Link 2026-02-05T10:40Z 15K followers, [----] engagements

"Tried it a few years ago not surprised of the price action $ETOR has gotta be one of the most undervalued companies on NASDAQ at this point. Feels like markets just forgot about it. $2.1B MC. Net cash $1.2B no debt. So you're valuing the brokerage at $900m. Forward EV/EBITDA: 2.6x. Most are valued at 10-15x+. In a couple https://t.co/K6XkvBZnvG $ETOR has gotta be one of the most undervalued companies on NASDAQ at this point. Feels like markets just forgot about it. $2.1B MC. Net cash $1.2B no debt. So you're valuing the brokerage at $900m. Forward EV/EBITDA: 2.6x. Most are valued at 10-15x+."
X Link 2026-02-07T08:03Z 15K followers, [----] engagements

"Well let's do a small gn update 1) $INST @Instadapp Waiting for the WM deal to be finalized i expect an higher strike price than what's being discussed this will surely involve a listing most likely on our favorite exchange 2) $APW $SPECTRA @spectra_finance Migration ongoing several factors will play in favor of $SPECTRA from now on with the main focus becoming Base. The arbs available here were insane gg to who played would recommend to wait for the dust to settle a bit if you're sidelined. or at least keep eyes on both sides. Rn i'm out with the intention of buying back after this chaos is"
X Link 2024-12-17T16:39Z 15K followers, 31.8K engagements

"everybody shorting the bounce"
X Link 2026-02-07T02:45Z 15K followers, [----] engagements

"so doing a big of math [-------------] Allo for ICO 7% of supply (700m) so basically [--] ICOAllo = [----------] $CHIP = $0.00001944 So every 51.4k ICOAllo = 1$ buyable of $CHIP (at ICO prices) Probably numbers a little bit better since not everybody will KYC on Coinlist [------------] Allo for Airdrop 3% of supply (300m) so basically [--] AirdropAllo = [----------] $CHIP So every 87.4k AirdropAllo = 1$ airdrop of $CHIP (at ICO prices) Here numbers should be correct aside from the Allo that will be distributed from here to then. I'm not that sure about YT returns since i played it mostly on PTs or LPs but"
X Link 2026-02-11T05:22Z 15K followers, 19.4K engagements

"the revenue is real bro they're burning all the tokens"
X Link 2026-02-11T06:55Z 15K followers, [----] engagements

"on the other hand you also have another perspective: the revenue may be real but people are pricing in very hard that they're gonna compress quickly and sharply (many perp dexs trading below 10x even below 5x because of hardcore competition) one thing is buying META at 5x another is buying WU at 5x. both can end up becoming wonderful trades (or terrible) but very different risks and outcome likelihoods the revenue is real bro they're burning all the tokens https://t.co/zF8rbnZYpA the revenue is real bro they're burning all the tokens https://t.co/zF8rbnZYpA"
X Link 2026-02-11T06:57Z 15K followers, [----] engagements

"and there's nobody that would like to pull a revenge value trade on stuff like GNS more than me (which just to clarify based on last month data is on track to burn 50% of the supply this year) but it's not that free money just because there are yields"
X Link 2026-02-11T06:59Z 15K followers, [----] engagements

"So in the most milady turn of events ever the $1m article winner is also a serial meme rugger getting slashed on ethos"
X Link 2026-02-13T00:56Z 15K followers, [----] engagements

"oh PENTAGON ADDS ALIBABA TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BYD TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BAIDU TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON NAMES COSCO AMONG COMPANIES AIDING CHINESE MILITARY PENTAGON LISTS HUAWEI AMONG PENTAGON ADDS ALIBABA TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BYD TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BAIDU TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON NAMES COSCO AMONG COMPANIES AIDING CHINESE MILITARY PENTAGON LISTS HUAWEI AMONG"
X Link 2026-02-13T14:23Z 15K followers, [----] engagements

"Plus insiders voting with 50k tokens @gnosis_ @kpk_io [--]. Somehow insider Dave ends up leading the vote with his freshly created company Noctua [--]. [--]. The DAO likely ends up with roughly the same terms as under kpk's latest proposal (https://t.co/CqPMmUQS4l) but managed by an insider https://t.co/mKiOuw2DOp @gnosis_ @kpk_io [--]. Somehow insider Dave ends up leading the vote with his freshly created company Noctua [--]. [--]. The DAO likely ends up with roughly the same terms as under kpk's latest proposal (https://t.co/CqPMmUQS4l) but managed by an insider https://t.co/mKiOuw2DOp"
X Link 2026-02-14T00:23Z 15K followers, [----] engagements

"yay https://t.co/v0isUHUZiF https://t.co/v0isUHUZiF"
X Link 2026-02-14T02:39Z 15K followers, [----] engagements

"Right like with Hyperliquid and especially Lighter /s the most profit is always made after TGE best takeaway if u rly a trader just wait for tge no need to farm those goypoints the most profit is always made after TGE best takeaway if u rly a trader just wait for tge no need to farm those goypoints"
X Link 2026-02-15T07:15Z 15K followers, [----] engagements

"Depressing how doomerism on this app is always echoed the most but its the same with traditional media at the end of the day in modern times with easy lives fear is a strong motivation for attention"
X Link 2026-02-15T07:58Z 15K followers, [----] engagements

"Lmao at the tech VC investing in Sydney Sweeneys new lingerie brand"
X Link 2026-02-15T11:38Z 15K followers, [----] engagements

"@edwardmorra_btc Sellers have infinite tokens"
X Link 2026-02-15T11:39Z 15K followers, [----] engagements

"Basically GS's whole long good software short bad software (for AI disruption thesis) is longing cybersecurity + MSFT and shorting the covid software stocks"
X Link 2026-02-16T01:34Z 15K followers, [----] engagements

"Everybody loves the trucking stories but I invite everybody who reads about it to zoom out on CH Robinson stock and tell me with a straight face that the market wasn't just looking for ANY reason to tp The biggest AI shock happened last week and you probably didnt hear about it. It wasnt Nvidia. It wasnt OpenAI. It was trucking. A tiny company that used to sell karaoke machines put out a paper saying its AI boosted freight volumes 300% without hiring more drivers. The https://t.co/IuNbJHp74J The biggest AI shock happened last week and you probably didnt hear about it. It wasnt Nvidia. It"
X Link 2026-02-16T01:55Z 15K followers, [----] engagements

"Wondering if there's a chance that the bloodshed in alts icos and raises ever bring us towards a bigger native bonds/credit presence. for now it mainly looks like the space is staying a venture-led industry with 99% focus on equity and therefore if allocating capital will become too hard we'll just shrink (and then re-expand when it'll be possible again)"
X Link 2026-02-16T07:32Z 15K followers, [----] engagements

"LMFAO Absolutely fantastic read on $CVNA's fraudulent financial engineering built on the back of @GothamResearch & @HindenburgRes detailed findings as well. $CVNA earnings are in [--] days🍿🍿🍿 https://t.co/bwDpBzLDbJ Absolutely fantastic read on $CVNA's fraudulent financial engineering built on the back of @GothamResearch & @HindenburgRes detailed findings as well. $CVNA earnings are in [--] days🍿🍿🍿 https://t.co/bwDpBzLDbJ"
X Link 2026-02-16T07:40Z 15K followers, [----] engagements

"Narrative-trading small comeback $CARDS"
X Link 2026-02-16T08:19Z 15K followers, [----] engagements

"since it was a pain in the ass to find this i'll leave it here"
X Link 2026-02-16T08:33Z 15K followers, [---] engagements

"So Revenue higher than unlocks but nothing directed to the token so it's purely a narrative play for now"
X Link 2026-02-16T08:40Z 15K followers, [---] engagements

"PSA if you press Withdraw from Ethos on Rabby it's going to unvouch somebody - I thought i had free balance hanging around"
X Link 2026-02-16T09:05Z 15K followers, [----] engagements

"So a bit of background first. In the spring of [----] I've started a joint wallet with some frens we were bored and hyped (at the same time Ik life of some schizos). 3/X"
X Link 2023-08-14T14:44Z 15K followers, [----] engagements

"We deposited [--] BnB each for the lulz and grew the wallet to roughly 24k at the top I think (mainly gamefi BSC season on stuff like @CryptoBlades @DungeonSwap $ARENA can't recall how was the protocol called. but also some very normie trades including arbing on tsla synths). 4/X"
X Link 2023-08-14T14:44Z 15K followers, [----] engagements

"So many things to fud so little time. Venus Dot Shanty USD Degods"
X Link 2023-08-17T22:34Z 15K followers, [----] engagements

"If your skin is [--] microns thick you'd probably be better off paying Certik for a rubber stamp and get exploited in peace later on at least nobody will god forbid actually audit your code and give you feedbacks"
X Link 2024-04-23T23:44Z 15K followers, [----] engagements

"Yes. with some caevats many months are in red only bc of liquidity rewards which yes suggest $LDO will keep going down but: - rewards are denominated in $ETH expenses are denominated in $LDO - it's not like the protocol itself is operating at a loss one other interesting datapoint since withdrawals were enabled liquidity rewards went down a lot (because now the asset is less risky) and whilst Lido lost marketshare it didn't lose much and all the losses are attributable to Binance and Mantle launching their own LSTs. So the ways out are: - $ETH pumps - expense reduction In any case this is one"
X Link 2024-08-23T14:22Z 15K followers, [----] engagements

"Throwback at when i could have otced 70k pendle for 175k sdpendle and i didn't prepares the rope The $PENDLE Liquid Locker nears 90% peg. Stake DAO's unique design implemented early summer for sdPENDLE proves effective once more. sdPENDLE holders retain voting power and @pendle_fi associated rewards. https://t.co/hcmy3aspdh The $PENDLE Liquid Locker nears 90% peg. Stake DAO's unique design implemented early summer for sdPENDLE proves effective once more. sdPENDLE holders retain voting power and @pendle_fi associated rewards. https://t.co/hcmy3aspdh"
X Link 2024-08-26T02:36Z 15K followers, [----] engagements

"Some tickers to keep an eye on for potential narratives/trades in Q4 (don't take them as shills it's just the things i'm keeping tabs on): - $PENDLE / $APW Fixed / Variable yield trend coming back due to BTCFi - $LIT Uni v4 - $COW Major listing + WM deal - $LQTY LUSD v2 -- $BOLD friendly forks helicoptering money potential demand from $DAI drying up - $T $WBTC migration merger whatever ends up happening very likely not status quo. - $ASTR / $VELO Soneium taking off - $ With Kaito seemingly getting more mindshare lately we may see some competitor with tokens - $DYDX Unlimited launch"
X Link 2024-08-30T12:58Z 15K followers, 13.7K engagements

"Also what is wrong with $pufETH and $rswETH Why are people not closing up the PT gap with the others even with leverage available"
X Link 2024-09-09T20:51Z 15K followers, [----] engagements

"@Winterz_GGG am not entirely bought on the fact that any subdao or any vitadao related thingy can be better than bio itself"
X Link 2024-12-27T10:19Z 15K followers, [---] engagements

"I see TL came up with a fancy new category called DeFAI which is basically just a subtype of AI Agents with some infra to be able to abstract on chain UX away Griffain as market leader and then @SynapseProtocol s Cortex would be 2nd And @Hive_Intel + @SharpeLabs another one"
X Link 2025-01-08T11:04Z 15K followers, [----] engagements

"$VIRTUAL $MORPHO $SPECTRA $FAI $COOKIE $SPEC $RSC I think any of those listings would have been reasonable and nobody would have questioned them it's unique or semi-unique projects that are also or mainly on Base. On a broader scale Coinbase doesn't even have $PENDLE or $ENA lmao I mean what are we even talking about. But no let's go $PNUT @toptickcrypto there are literally like [--] base tokens that they could consider for that but they ain't gonna do it @toptickcrypto there are literally like [--] base tokens that they could consider for that but they ain't gonna do it"
X Link 2025-01-26T11:45Z 15K followers, 13K engagements

"The best airdrops are the ones you cannot talk about until you've farmed a bit that said a bunch of good underlooked ones are probably: Paradex Treehouse Hourglass Solana LRTs (there are [--] at least i.e. Fragmetric) Solana Yield Markets (i.e. RateX) even Astherus could be interesting given CZ/Binance recent activity. Then there are more uncertain ones that could either pay off big time or not at all (i.e. Starknet stuff Puffpaw DreamOS Aftermath Eigenlayer's AVSs Ink.) Airdrop tier list Tier 1: Meteora Paradex Wayfinder Polymarket Tier 2: Huma Cambria OpenSea Tier 3: Resolv Sahara Sentient"
X Link 2025-02-17T01:43Z 15K followers, 33.9K engagements

"Getting paid to long what some uponly token feelsgoodman.exe"
X Link 2025-02-20T07:14Z 15K followers, [----] engagements

"Two reasons mainly: 1) i don't particularly like Morpho 2) i don't think the announcement changes the core issue of their legal structure: the association is a non profit and will always fight for profits "reinvestment" instead of distribution while Labs will still benefit. The fact that there are not equity holders doesn't really change this dynamic imo although makes it a little bit better than Uniswap ig https://twitter.com/i/web/status/1931461306672111716 https://twitter.com/i/web/status/1931461306672111716"
X Link 2025-06-07T21:20Z 15K followers, [---] engagements

"Noooo smh i missed the Extended vault caps being lifted"
X Link 2025-07-31T08:33Z 15K followers, [----] engagements

"Sees token this morning busy put tab and gonna check on it later checks token is up 60% kms.exe"
X Link 2025-09-15T09:00Z 15K followers, [----] engagements

"OVPP keeps pushing ATHs bullish for my bags"
X Link 2025-09-17T01:34Z 15K followers, [----] engagements

"Also surprised Naver isnt pumping harder given Upbit acquisition ig main issue is that theres no bidding route for the west Just bring it onchain and let the degens do the bidding 28b for both Naver and Upbit Insane fud"
X Link 2025-09-26T02:56Z 15K followers, [----] engagements

"gn tweet (long long tweet) Premise: most of the stuff didn't change from last long post I did execute on some ideas some other are new. 1) BNB ATH after ATH I switched from ASTER to CAKE as BNB proxy. Even though CAKE is far from being one of CZ's favorite projects these days and there are [--] years of rabid holders that have missed all of the bull run I do like the odds better (well I bought slightly lower but i'm still holding). 2) ETH Staking a16z One of my plays for the month is currently Eigenlayer/Eigencloud (even though ETHFI is pushing so much better damn). It kinda feels like they may"
X Link 2025-10-04T11:55Z 15K followers, 13.8K engagements

"Stocks on Hyperliquid is obviously a step in the right direction however people seem to have forgotten once again that this is not the first time we do this and there already are multiple venues to trade stocks onchain with perps. What makes the difference is allowing me to turn off my IBKR account: being able to trade thousands of tickers not the usual [--] mostly mags7 plus something. If I have to keep both then Ill just keep staying on IBKR (where ironically leverage is way cheaper in general). XYZ100 inclusion is a nice step in this sense (although the premium ugh). Well see what this leads"
X Link 2025-10-27T00:41Z 15K followers, 28.4K engagements

"@tinpham1612 ZEC and DASH are very old coins new coin not always gud lately (see recent TGEs) but yeah generally right"
X Link 2025-11-01T11:05Z 15K followers, [---] engagements

"Bridging really becoming a ruthless business fees speedrunning to zero originally I thought Across was giving extremely good deals then came Relay now Eco by the end of [----] we'll be moving money at $0.01 / $10k at this rate"
X Link 2025-12-06T06:35Z 15K followers, [----] engagements

"It's the crypto category I hate the most you can open any chart of these with the exception of Aave and see how it looks like. Very low margin business but very expensive in user acquisiton that's why having a big first mover advantage is such a big thing. Maybe things in this cycle are changing a bit with new Euler and risk curation picking up but honestly not my cup of tea The best liquid tokens to own from here are the top 5-7 lending protocols. The best liquid tokens to own from here are the top 5-7 lending protocols"
X Link 2025-12-08T10:18Z 15K followers, [----] engagements

"Holy shit this is hilarious from Aragon Tokens wont be treated as valuable assets until ownership is clear and enforceable. Today were introducing the Ownership Token Index a new framework (and upcoming dashboard) that makes tokenholder rights value flows and control explicit verifiable and comparable. https://t.co/75YGYEwkIc Tokens wont be treated as valuable assets until ownership is clear and enforceable. Today were introducing the Ownership Token Index a new framework (and upcoming dashboard) that makes tokenholder rights value flows and control explicit verifiable and comparable."
X Link 2025-12-18T16:50Z 15K followers, [----] engagements

"I'm laughing my ass off this is a new one even for crypto The worst part is that you don't need to do this it'd look better if you just list the individuals lmao"
X Link 2026-01-06T00:52Z 15K followers, 51.8K engagements

"One of the few new DeFi protocols actually bringing some value on the table tbh Shift: Expanding the Delta-Neutral Universe Ethena helped popularize a simple but powerful idea: package a delta-neutral engine into an on-chain asset that users can hold use and build with. No more "do your own funding capture" but rather one-click deposits. The success of https://t.co/DHzr9dCq31 Shift: Expanding the Delta-Neutral Universe Ethena helped popularize a simple but powerful idea: package a delta-neutral engine into an on-chain asset that users can hold use and build with. No more "do your own funding"
X Link 2026-01-12T11:34Z 15K followers, [----] engagements

"iBGT depegged up for grabs"
X Link 2026-01-14T14:03Z 15K followers, [----] engagements

"Many Pendle pools today expiring: - sThUSD - jrUSDe (and sr) - wNLP"
X Link 2026-01-14T17:42Z 15K followers, [----] engagements

"Since 2z fulfilled its prophetical name of putting up a double zero it seems to have been rounding the bottom a bit"
X Link 2026-01-18T20:38Z 15K followers, [----] engagements

"There will be interesting trades here depending on how the vePendle(s) to sPendle situation evolves. Magpie already gifted us some beautiful trades on mCAKE in the past can they do it again"
X Link 2026-01-21T02:47Z 15K followers, [----] engagements

"So now that JGB have real yield can we bring them onchain thanks @jpy_coin or anybody else"
X Link 2026-01-21T06:49Z 15K followers, [----] engagements

"So in less than [--] hours we have - Lens to Mask - Farcaster to Neynar Honestly SoFi (and GambleFi and now nobody tries it anymore but how can we call it. xxxFi) are some of the things i'm the most bearish on. Not because there is no need for them but because it's extremely hard to execute in SoFi. The moat web2 platforms have is immense and the only way newer ones emerged is because they became viral with millennials and younger generations. I don't see Web3 protocols being able to execute on this and I would never take a bet on it if not a narrative swing. The other two fail for other"
X Link 2026-01-22T00:23Z 15K followers, [----] engagements

"gn tweet (long long) A lot to comment on although the baseline is that narrative trading almost does not work anymore. However it's not a first. It happened in [----] [----] and again and again just simply when the market is exhausted. It could be an inflection point where tokens are mostly uninvestible unless they produce real value - but I don't believe that everything in tradfi points out to it mostly being the other way around what drives is returns not value (however to make returns sustainable we also need to start creating value). Given this premise here is what I was looking at this week"
X Link 2026-01-22T11:36Z 15K followers, [----] engagements

"It's hilarious but Japan is full of stories like this (e.g. Ajinomoto) Toilet maker Toto popped as much as 11% (biggest jump in 5Yrs) after Goldman upgraded it on AI-driven memory demand. 😂 Toto also makes electrostatic chucks used to hold silicon wafers in chipmaking and that biz was 42% of op income last FY. AI trades in the bathroom now https://t.co/4fuL03PfV7 Toilet maker Toto popped as much as 11% (biggest jump in 5Yrs) after Goldman upgraded it on AI-driven memory demand. 😂 Toto also makes electrostatic chucks used to hold silicon wafers in chipmaking and that biz was 42% of op income"
X Link 2026-01-22T14:04Z 15K followers, [----] engagements

"I've like 5ish names like this maybe next week a long tweet It's hilarious but Japan is full of stories like this (e.g. Ajinomoto) It's hilarious but Japan is full of stories like this (e.g. Ajinomoto)"
X Link 2026-01-23T00:54Z 15K followers, [----] engagements

"Literally every two years we try the same thing: tokenize real estate borrow against it literally every other year the pandora box opens and we find out it's a cesspool of conflicts of interest inflated valuation fraud and other nice things. Will this time be different"
X Link 2026-01-23T05:24Z 15K followers, [----] engagements

"Its neither the first time nor the last and we saw the viceversa too. Whats hilarious is that for the first time USD/EUR onchain yield gaps are not even justifying holding USD. Not enough people are talking about this The dollar is down 15% against the euro in just a year that is insane https://t.co/9SzEKixaZz Not enough people are talking about this The dollar is down 15% against the euro in just a year that is insane https://t.co/9SzEKixaZz"
X Link 2026-01-27T05:23Z 15K followers, [----] engagements

"I'm gonna sound like a paid shill but Derive is honestly one of the most asymmetric bets if you still believe native defi can be successful. Retail imo is going to move more into perps but Instis probably not and crypto options are most likely set to grow. It's a [--] or [---] This has been a long time coming. Today marks a major milestone for institutions looking to onboard onto onchain derivatives. Were opening up our off-exchange custody-agnostic solution with @StrandsFinance. https://t.co/bYyP1SLFVw This has been a long time coming. Today marks a major milestone for institutions looking to"
X Link 2026-01-27T08:35Z 15K followers, [----] engagements

"It's unfortunate that Twitter Search suck trading's been going flaccid lately so wanted to bask in some glory of the past. in late [----] we started a weekly content at @chaoslabs where we did market analysis and give some reasonable (not too degen) insights. We also put out specific sector reports here and there. Aside from showing a bit my peacock-feathers this is mainly a reminder to myself about the fact that high conviction plays may last way longer than you may expect and you should learn to hold onto them. Aside from Metaplanet i personally played the other three far far from optimally."
X Link 2026-01-27T11:23Z 15K followers, [----] engagements

"Just remember that the sausage finger guys that pushed PAXG offpeg by like 40% one year ago or so must be in profit now. damn"
X Link 2026-01-29T06:59Z 15K followers, [----] engagements

"This is scare over FM downgrade (all of this while Vietnam is getting EM upgraded). would lap victory rounds around this bc i did say that this idea of a trade was bs unfortunately against my own judgement i went 20/80 bc i'm an idiot Indonesian stocks plummet for a second day amid what appears to still be massive panic selling. Markets poised to enter a correction. On Thursday we saw nearly $80B in market cap wiped out in Indonesia a record amount https://t.co/WOUvOvp2VG Indonesian stocks plummet for a second day amid what appears to still be massive panic selling. Markets poised to enter a"
X Link 2026-01-29T07:02Z 15K followers, [----] engagements

"The more I read here the more Im talking myself out of stocks related to any metal commodity enough CT for today"
X Link 2026-01-29T10:44Z 15K followers, [----] engagements

"The funniest thing of both the US and the UK "Microstrategy of Uranium" is that they both trade below NAV even before starting"
X Link 2026-01-30T01:05Z 15K followers, [----] engagements

"@toptickcrypto Why would they rotate to depin though"
X Link 2026-01-30T11:42Z 15K followers, [---] engagements

"What leaked about MEGA"
X Link 2026-01-30T12:41Z 15K followers, [----] engagements

"Many are increasingly treating Perp DEX LP as one of the safest source of yields - on the long run they must go up only right Generally it's like that but how long is long A lot of LP vaults (@paradex being the most notable exception probably) never recovered from 10/10 even though they're approaching the same levels now. Some are negative since months while others are anyway lower than September even when not particularly touched by 10/10. A double digits yield is never "as safe as t-bills" but can still be a good deal if you understand how it's priced https://t.co/RfJDydQMfC"
X Link 2026-01-31T00:49Z 15K followers, [----] engagements

"@awnyrvan @paradex Gains is a protocol i know very well ;)"
X Link 2026-01-31T06:48Z 15K followers, [--] engagements

"People depegging EURC on Base to rush to deposit on Morpho for the new Merkl Campaign but didn't run the math / double check the TVL at which the APR is calculated (p outdated)"
X Link 2026-02-01T04:50Z 15K followers, [----] engagements

"one of the few times i'm minting YT (at current prices) extUSD on Pendle We just pushed the LIVE button on the first Pendle Pool for a Shift vault. It's extUSD with a maturity of [--] days. This extUSD Pendle Pool (deployed via Pendles Community Pool stack) lets you get liquid permissionless exposure to Extended Points ahead of https://t.co/MvegiZyCPg extUSD on Pendle We just pushed the LIVE button on the first Pendle Pool for a Shift vault. It's extUSD with a maturity of [--] days. This extUSD Pendle Pool (deployed via Pendles Community Pool stack) lets you get liquid permissionless exposure to"
X Link 2026-02-02T10:13Z 15K followers, [----] engagements

"A trade that I thought would last a year ish closed in a matter of days Just closed xrp too (although probably it goes to like [----] with enough time) Really wish I had taken the short-silver-long-gold trade when @0xGeeGee talked about it :l I did actually consider it for a while but thought I might get too restless being short silver Really wish I had taken the short-silver-long-gold trade when @0xGeeGee talked about it :l I did actually consider it for a while but thought I might get too restless being short silver"
X Link 2026-02-06T00:19Z 15K followers, [----] engagements

"@cryptobyrde Last time I dont think with my head lmao"
X Link 2026-02-06T00:29Z 15K followers, [---] engagements

"What a wake up: - closed PLTR - closed XRP - closed XAGXAU (left a bit of naked gold) - bought AMZN - started buying ETH again what else tbh my tradfi portfolio is very light on US so didn't go so bad. (although i did indeed feel the heat too) surprised TSLA didn't flinch more but ig this is essentially all the market finding an excuse to dump in worrying capex spending (which is indeed worrying in more than a way - buybacks moat cash flow etc.) A trade that I thought would last a year ish closed in a matter of days Just closed xrp too (although probably it goes to like [----] with enough time)"
X Link 2026-02-06T00:44Z 15K followers, [----] engagements

"this is also buy signal stuff eh What a wake up: - closed PLTR - closed XRP - closed XAGXAU (left a bit of naked gold) - bought AMZN - started buying ETH again what else tbh my tradfi portfolio is very light on US so didn't go so bad. (although i did indeed feel the heat too) surprised TSLA didn't flinch What a wake up: - closed PLTR - closed XRP - closed XAGXAU (left a bit of naked gold) - bought AMZN - started buying ETH again what else tbh my tradfi portfolio is very light on US so didn't go so bad. (although i did indeed feel the heat too) surprised TSLA didn't flinch"
X Link 2026-02-06T00:55Z 15K followers, [----] engagements

"So yesterday the thesis was the denominator is worth zero today its we dont have enough money in the world for AI capex"
X Link 2026-02-06T07:05Z 15K followers, [----] engagements

"Not super easy to get good quality exposure to but tbh Vietnam is the SEA country i'm the most bullish on"
X Link 2025-08-14T04:15Z 15K followers, [----] engagements

"@Jarvis_Network is one of the few actors who's trying to do something new yet reasonably safe in the algo stablecoin sector. non-USD stablecoins backed by 110% collateral in $USDC and transparent health values at: https://dune.com/0xroll/JarvisNetwork @Jarvis_Network is making MAJOR strides in the Stable Coin market in large part due to their protocol Synthereum. Synthereum has essentially established the Forex market of DeFi allowing users to mint and trade overcollateralized fiat currencies 💶 🧵Here's how they do it https://dune.com/0xroll/JarvisNetwork @Jarvis_Network is making MAJOR"
X Link 2022-06-09T17:36Z 15K followers, [--] engagements

"32/ $cUSD (and $cEUR) by @CeloOrg Probably the similarity is with $USDD: it's backed by a basket of decently solid and liquid assets (which you can monitor) but there is no direct redeemability. Almost only on Celo chain. https://mobile.twitter.com/0xGeeGee/status/1554759796938739712 @bout3fiddy @CurveFinance @CeloOrg Not sure if I agree with the characterization of cEUR as just similar to UST I mean you're right but still. https://t.co/wWSU1tRJ3N More than enough hard backing https://mobile.twitter.com/0xGeeGee/status/1554759796938739712 @bout3fiddy @CurveFinance @CeloOrg Not sure if I"
X Link 2022-08-22T03:40Z 15K followers, [--] engagements

"33/ $jFIATs by @Jarvis_Network "CDP" backing (110% $USDC collateral) geo-diverse fiats: $jEUR $jJPY $jSGD and many others. I love Jarvis because it's solid enough and offers FX opportunities on chain. Can keep track of the health ratios here: https://dune.com/0xroll/JarvisNetwork https://dune.com/0xroll/JarvisNetwork"
X Link 2022-08-22T03:40Z 15K followers, [--] engagements

"Checking morning news: - $FDUSD fud (FlowBank related) - $ZK not changing airdrop - $KARAK announcement was not the token but KUDA (Data Availability) - $AZUR checking page currently priced at 0.25$ on Aevo (worst airdrop of the cycle for me for a project i actually used) yawn"
X Link 2024-06-14T01:38Z 15K followers, [----] engagements

"Gn tweet Just like last Saturday I was writing the weekly piece that will go live on @chaoslabs next monday and have a bunch of more degen thoughts that dont belong to it so here we are. 1) Coinbase x Deribit: option tokens So everybody read about Deribit i will say what i think about it on monday but regardless and cutting straight to the point Coinbase is clearly betting on options growing bigger similarly to tradfi or at least in the same direction. If we think there is even remotely a chance that theyre right then one should logically look at DeFi even one step farther and higher on the"
X Link 2025-05-10T13:21Z 15K followers, 23K engagements

"Other few briefs thoughts before going back to touch grass: - lots of talk about how ppl are getting one-shotted by AI companions but few ways to express this in a serious way probably nectar (no token) is the best maybe ani but it's a meme maybe sleepless/AI (but it's kind of dead) - WLFI coming soon BLOCK on a dip may be a good beta although we all know that betas have been problematic this last [--] months ish so maybe not a great idea. Also i'm sure it's a half scam like always when those people are involved. TRUMP has been going horizontal for a while despite the massive unlocks but i'll"
X Link 2025-08-17T02:35Z 15K followers, [----] engagements

"- $SWISE this is actually nice too: https://x.com/stakewise_io/status/1801260695012487468 The mission has never changed: Onboard millions of users to staking on Ethereum. We are excited to partner with @MetaMask for the launch of its wallet-native Pooled Staking powered by StakeWise Vaults. Now available in MetaMask Portfolio. https://t.co/xEhaZZqblu https://x.com/stakewise_io/status/1801260695012487468 The mission has never changed: Onboard millions of users to staking on Ethereum. We are excited to partner with @MetaMask for the launch of its wallet-native Pooled Staking powered by"
X Link 2024-06-14T01:51Z 15K followers, [----] engagements

"2024 H2 was literally all about trying products leveraging data and holding your convictions as tight as possible. Many such cases. I'm out from $APW since the other day (Base launch huge arbs available) and I was looking to get back in lower and ended up being sidelined. I'm okay with that arbing was much more profitable anyway (although could have done both) but just a reminder that especially in a bullrun the market gets really inefficient around these kind of things and can take longer to get redacted and stay redacted for much longer. https://twitter.com/i/web/status/1871463798843887707"
X Link 2024-12-24T07:51Z 15K followers, [----] engagements

"Time for an update 1) New Defi $INST same thesis rn trading way below the strike price I expect it to reach it upon the upcoming listing or around that $APW didn't change much it pumped way above my exit price but still much below my arb realized gain now I moved to farming it rather than buying bags again $GS thesis unchanged this is a shiny new defi lego $GEAR credit abstraction can be a hell of a gateway for US retail in particular I think this is more a longer-term thing so I am scaling in gradually 2) AI Agents Shovels $VIRTUAL it's the best shovel and it showed it with the recent price"
X Link 2024-12-28T13:49Z 15K followers, 17K engagements

"I mean it exists already since a long time adoption is relatively minimal Tokenized gold will eat Bitcoin's lunch. Also who needs a U.S. dollar "stablecoin" when you can have a coin that represents ownership of real gold. https://t.co/ykrvyk3FV7 Tokenized gold will eat Bitcoin's lunch. Also who needs a U.S. dollar "stablecoin" when you can have a coin that represents ownership of real gold. https://t.co/ykrvyk3FV7"
X Link 2025-08-15T12:18Z 15K followers, [----] engagements

"So small GeeGee lore in [----] i won one of Pancake's lottery prizes which at the time was some significant money for me. Therefore every now and then nostalgia brings me back on that page and I check numbers. Unfortunately convenience really went off a cliff for this kind of stuff now cost of a ticket is like [----] CAKE and EV is. well. exactly slightly lower of [----] :) Gotta love your EV gamblers"
X Link 2025-12-02T08:36Z 15K followers, [----] engagements

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