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# ![@izebel_eth Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::815322092627333121.png) @izebel_eth jez (equity perps era)

The Blast era is seeing significant activity, with traders sharing their experiences and insights. A key theme is risk management, as one trader warned against over-leveraging and tilting, while another shared their strategy for rebuilding their position in Maker. The space is also seeing new launches and projects, with some traders expressing excitement and others cautioning against potential scams.

### Engagements: [-------] [#](/creator/twitter::815322092627333121/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815322092627333121/c:line/m:interactions.svg)

- [--] Week [-------] +55%
- [--] Month [---------] -6.10%
- [--] Months [----------] +158%
- [--] Year [----------] +325%

### Mentions: [--] [#](/creator/twitter::815322092627333121/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815322092627333121/c:line/m:posts_active.svg)

- [--] Week [--] +45%
- [--] Month [---] +86%
- [--] Months [---] +47%
- [--] Year [-----] +92%

### Followers: [------] [#](/creator/twitter::815322092627333121/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815322092627333121/c:line/m:followers.svg)

- [--] Week [------] +0.62%
- [--] Month [------] +1.30%
- [--] Months [------] +36%
- [--] Year [------] +77%

### CreatorRank: [-------] [#](/creator/twitter::815322092627333121/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815322092627333121/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  19.44% [cryptocurrencies](/list/cryptocurrencies)  11.11% [exchanges](/list/exchanges)  #414 [stocks](/list/stocks)  3.7% [gaming](/list/gaming)  2.78% [social networks](/list/social-networks)  1.85% [technology brands](/list/technology-brands)  1.85% [automotive brands](/list/automotive-brands)  0.93% [countries](/list/countries)  0.93%

**Social topic influence**
[crypto](/topic/crypto) #1986, [art](/topic/art) 5.56%, [usdc](/topic/usdc) #526, [hyperliquid](/topic/hyperliquid) #10, [exchanges](/topic/exchanges) #260, [sky](/topic/sky) 2.78%, [perp](/topic/perp) #10, [the most](/topic/the-most) 2.78%, [the next](/topic/the-next) #1436, [money](/topic/money) #2683

**Top accounts mentioned or mentioned by**
[@stablealt](/creator/undefined) [@lbattlerhino](/creator/undefined) [@0xloris](/creator/undefined) [@tokabu777](/creator/undefined) [@pegfault](/creator/undefined) [@larryfink_jr](/creator/undefined) [@iwantlambo](/creator/undefined) [@metaperp](/creator/undefined) [@cl207](/creator/undefined) [@cornd0gman](/creator/undefined) [@xbt2027](/creator/undefined) [@kaitorey1](/creator/undefined) [@scottph77711570](/creator/undefined) [@beniduboss](/creator/undefined) [@route2fi](/creator/undefined) [@cryptoalt8](/creator/undefined) [@dungkaga2](/creator/undefined) [@411anz](/creator/undefined) [@poppasoju](/creator/undefined) [@4chanintern](/creator/undefined)

**Top assets mentioned**
[USDC (USDC)](/topic/usdc) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Peanut the Squirrel (PNUT)](/topic/$pnut) [BTC Digital Ltd (BTCT)](/topic/btc-digital)
### Top Social Posts
Top posts by engagements in the last [--] hours

"https://t.co/j6h1SYW1L6 https://t.co/j6h1SYW1L6"  
[X Link](https://x.com/izebel_eth/status/2013933083003937210)  2026-01-21T11:13Z 57K followers, 75.5K engagements


"@thokani usdc is 70bn supply vs 12bn equity sky is 7bn supply vs 1.2bn equity so 1/10th and same rel value usually i'd say buy winner crcl but sky pays me 15% apr so i like that aspect"  
[X Link](https://x.com/izebel_eth/status/2019803725901234396)  2026-02-06T16:01Z 57K followers, [---] engagements


"perp funding rates are a historical vestige from when arthur waved his hand i was very excited to collab w/ lighter to help ideate this long term $ comes from usdc tvl yield - giving it to open positions (funding discount) vs simply collat has virtuous cycle effects imho Today we are introducing Funding Rate Rebates for perp traders on Lighter. This is another step forward in making trading as capital efficient as possible and aligning incentives on Lighter. Today we are introducing Funding Rate Rebates for perp traders on Lighter. This is another step forward in making trading as capital"  
[X Link](https://x.com/izebel_eth/status/2021747976180576424)  2026-02-12T00:47Z 57K followers, 36.8K engagements


"it will also stop future opportunities because youll forever be on the defensive (im not like the other paid group leaders - which ur not but to an external eye youll get painted by the same brush) ive gotten exchange offers recently (i didnt take for one reason or another) that probably wouldnt have come if i ran a paid group and were 5-10 yrs of even the most successful paid group $ i know so its just different longer term and more obscure games we play"  
[X Link](https://x.com/izebel_eth/status/2022121509075267858)  2026-02-13T01:31Z 57K followers, [----] engagements


"@ScottPh77711570 @choffstein i find an alarming amount of my life has been influenced by this specific panel"  
[X Link](https://x.com/izebel_eth/status/2022124775779578323)  2026-02-13T01:44Z 57K followers, [----] engagements


"@ChelleDiVita @SBF_FTX i will continue to tell these pardonposts to fuck off every time i see them"  
[X Link](https://x.com/izebel_eth/status/2022271925754429653)  2026-02-13T11:29Z 57K followers, [----] engagements


"@CookerFlips i recommend communal more flat hierarchy private ingroups for people vs paid groups for the simple fact that [--]. anyone can pay to get in and [--]. if youre spoonfed youll never grow"  
[X Link](https://x.com/izebel_eth/status/2022492751489814989)  2026-02-14T02:07Z 57K followers, [----] engagements


"@RichhForeverrr even in a crypto bear market the tam for equity perps is so massive over the next few years i dont think it matters"  
[X Link](https://x.com/izebel_eth/status/2022757621275521479)  2026-02-14T19:39Z 57K followers, [---] engagements


"your aram teammates are on the wrong server on airport wifi @CL207"  
[X Link](https://x.com/izebel_eth/status/2021111870170579031)  2026-02-10T06:39Z 57K followers, 29K engagements


"would you prefer a difficult and painful journey i'd rather enjoy a ridiculous and fun journey i can laugh about when its over"  
[X Link](https://x.com/izebel_eth/status/2022001226792210846)  2026-02-12T17:33Z 57K followers, 19.3K engagements


"i was lost for my first [--] years solo in crypto once i found my group (which im still v close with) my returns changed dramatically for the simple fact of having good feedback on my thesis and being exposed to corners i wouldnt have otherwise"  
[X Link](https://x.com/izebel_eth/status/2022494139838009682)  2026-02-14T02:12Z 57K followers, [----] engagements


"@cornd0gman i would say game selection now is a good time to be buying good things vs trying to play memes which has many pvp knife fighters"  
[X Link](https://x.com/izebel_eth/status/2022748437020610612)  2026-02-14T19:03Z 57K followers, [----] engagements


"trading is finding the difference between the true value of something and the perception (mkt price) some things that are truly good are already consensus like hyperliquid and you can buy them and make money because they will keep winning the best opportunities lie in finding good things that the general market doesnt realize yet having worked or talked with almost every perp dex that exists at 400m circ w/ 50% staked lighter is the highest quality to value ratio token in the market rn and you can see the perception-based discount as people think lighter will go the same way as dydx vertex"  
[X Link](https://x.com/izebel_eth/status/2022752983889396145)  2026-02-14T19:21Z 57K followers, 20.5K engagements


"@stablealt my assets of choice have been btc charizards real estate and revenue generating protocols that i have confidence in their pmf/growth (hype/lit/sky)"  
[X Link](https://x.com/izebel_eth/status/2022758445795942792)  2026-02-14T19:42Z 57K followers, [---] engagements


"@swansonbenson0"  
[X Link](https://x.com/izebel_eth/status/2022761954066980968)  2026-02-14T19:56Z 57K followers, [----] engagements


"@stablealt over the history of crypto no protocols have had stronger network effects and pmf than good exchanges"  
[X Link](https://x.com/izebel_eth/status/2022763267853004879)  2026-02-14T20:01Z 57K followers, [---] engagements


"still probably not high enough over rfr to be worth until you start pushing levg 10/20x+ at which pt the rebal requirements will make it v obv (idk if lighter will take action or not) + lighter will still make revenue on the 40m tvl finally the point is to grow oi/ob depth this is a growth program https://twitter.com/i/web/status/2022111108623217087 https://twitter.com/i/web/status/2022111108623217087"  
[X Link](https://x.com/izebel_eth/status/2022111108623217087)  2026-02-13T00:50Z 57K followers, [----] engagements


"i was the unhappiest ive ever been at millennium (through no fault of anyones just the stress of the job) which was very confusing to me as that was the peak of finance to me at the time i had achieved my dream role and i wasnt happy specifically what i discovered was tough about finding algorithmic signals was there was no feedback mechanism if you do a project its done and you can move on if you fail to find a robust signal in a promising dataset did it just not exist or were you not good enough to find it. as someone extremely hard on myself this set space was very exhausting all this is"  
[X Link](https://x.com/izebel_eth/status/2022128790974210383)  2026-02-13T02:00Z 57K followers, 170.9K engagements


"@OGshoots sometimes we lose money together too"  
[X Link](https://x.com/izebel_eth/status/2022495946303754386)  2026-02-14T02:19Z 57K followers, [----] engagements


"that same discord and posting frequency helped me land my vc job in [----] i used to wonder if i was wasting my time talking to randoms on the internet in a small discord but it turned out to be the most valuable thing i ever did"  
[X Link](https://x.com/izebel_eth/status/2022496405168828595)  2026-02-14T02:21Z 57K followers, [----] engagements


"for everyone asking to get added your missing the point the point is to find your own people and rise up together become the next flood"  
[X Link](https://x.com/izebel_eth/status/2022496738251280494)  2026-02-14T02:22Z 57K followers, [----] engagements


"@larryfink_jr i was initially exposed to crv stableswaps and nfts in these groups it probably saved me 2-3 years of learning myself most of my bigger trades have been internal thesis but validated through group conversations"  
[X Link](https://x.com/izebel_eth/status/2022508972733788466)  2026-02-14T03:11Z 57K followers, [---] engagements


"@rektasaurus69 dydx made a bunch of bad choices (v4 liquidity migration deprecating v3 before that) that wont happen to lighter my bear would be crypto goes into vol compression (ala 2018/2019) and equity perps take longer than expected"  
[X Link](https://x.com/izebel_eth/status/2022765597528916336)  2026-02-14T20:11Z 57K followers, [---] engagements


"@veH0rny @RaReAlt @heart_ @0xGoogly @tmnxeq yeah thats the pt robinhood users just want levg and otm weekly calls/puts are their only options they dont know what greeks or IV or anything they just fking slamming high delta if perps existed on robinhood options would have [--] volume"  
[X Link](https://x.com/izebel_eth/status/1608470874088439810)  2022-12-29T14:31Z 56.7K followers, 35.3K engagements


"just to show how illiquid this cycle is in most situations libra in terms of liquidity extracted is comparable to pixelmon and one was a president and the other was whatever it was"  
[X Link](https://x.com/anyuser/status/1891533486177071214)  2025-02-17T17:01Z 56.8K followers, 69.2K engagements


"the absolute best to be doing it right now and many will die trying to emulate without the selection patience or bankroll he has i promised to reveal the name and ticker of my latest six-figure leveraged trade once it did a 2x this happened a lot faster than i anticipatedi.e. in just over [--] hoursso as promised ill be sharing the details of my latest trade: - token/ticker: $PNUT - entry market cap: https://t.co/8emGwiKDex i promised to reveal the name and ticker of my latest six-figure leveraged trade once it did a 2x this happened a lot faster than i anticipatedi.e. in just over [--] hoursso"  
[X Link](https://x.com/izebel_eth/status/1920991423786058023)  2025-05-09T23:57Z 57K followers, 67.1K engagements


"@notsofast @gnarzilla @divinoswap eh i hated on snx (ask mitche) the whole way up because "muh rehypo native token as collat is too risky" im retarded too"  
[X Link](https://x.com/izebel_eth/status/1996012563784458449)  2025-12-03T00:24Z 57K followers, [---] engagements


"playing daily runners like minting the new nft before it is kinda like playing poker - theres a defined ball/pot of money and how big that ball/pot is is how big the action can get - you see ppl comment about 50m toppers 10m 5m etc some ppl are good at playing poker and some ppl are good at consistently hitting these (although i would argue these are a lot more rigged than most poker games) but even with success you're still playing a capped game if you cant realistically see yourself holding it/the market caring a few months out if i sum up the net pnl columns of "high conviction spot holds""  
[X Link](https://x.com/izebel_eth/status/2014979622061154348)  2026-01-24T08:32Z 57K followers, 32.5K engagements


"perp dexes are the first credible dream since the [----] defi era governments have bought btc but wallstreet/mainstreet havent adopted perps yet this meta doesnt top until perps eat 0dte options imho ive told this story a few times to highlight how this time the dream is different: in may [----] i cried when i fumbled 100k uni my dream was to rentseek global ecommerce with staked uni (lmeow) i dont think anyone is crying over fumbling dogcoins no dream but to sell higher ive told this story a few times to highlight how this time the dream is different: in may [----] i cried when i fumbled 100k uni"  
[X Link](https://x.com/izebel_eth/status/2015950108957999370)  2026-01-27T00:48Z 56.7K followers, 66.8K engagements


"in october i caught up with my old bosses and colleagues from tardfi they are at places like: -citadel -gs/ms -millennium they had not put time into understanding perps but when i explained the basis trade they got it immediately there is so much room to grow here"  
[X Link](https://x.com/izebel_eth/status/2016006859636056088)  2026-01-27T04:34Z 56.7K followers, 151.9K engagements


"my intern wrote an (attempted objective) primer on the landscape of the top [--] perp dexes today https://t.co/usDBxtjjEg https://t.co/usDBxtjjEg"  
[X Link](https://x.com/izebel_eth/status/2016240547141460175)  2026-01-27T20:03Z 56.7K followers, 57.3K engagements


"i felt a great disturbance in the force as if a thousand group chats suddenly cried out in relief and were suddenly above water again"  
[X Link](https://x.com/izebel_eth/status/2016298800726605962)  2026-01-27T23:54Z 57K followers, 26.7K engagements


"i will never use @Fidelity @DigitalAssets again and am in the process of offboarding my assets (to @RobinhoodApp ofc) after they halted my wire and locked my account moments like these are always a reminder that we natives take the ease of stablecoin transfers for granted"  
[X Link](https://x.com/izebel_eth/status/2017348373259682059)  2026-01-30T21:25Z 56.7K followers, 41.9K engagements


"All [--] traders once made huge profits on Hyperliquid but every one of them ended up getting wiped out. Stay away from high leverage. https://t.co/g0Npj0UI2i All [--] traders once made huge profits on Hyperliquid but every one of them ended up getting wiped out. Stay away from high leverage. https://t.co/g0Npj0UI2i"  
[X Link](https://x.com/izebel_eth/status/2017889405810495922)  2026-02-01T09:14Z 56.7K followers, 49.4K engagements


"coins trading like sellers are minting them out of thin air"  
[X Link](https://x.com/izebel_eth/status/2017968750960750605)  2026-02-01T14:30Z 56.7K followers, 25.7K engagements


"@Pumpdotrun memecoins have had a massive dilutionary effect on the # of coins fracturing capital into a million pools perps are bad for ppl and both ppl and the space would be better off with spot but i cant stop ppl from trading derivatives the children yearn for delta levg perps are the best mechanism invention out of crypto it is also the worst for the health of the system we notice when metas have extraction - art blocks nfts presales pump fun fees/bundles but perps costs billions that would otherwise have bought spot but gets greedy https://t.co/WjG6NgROZP perps are the best mechanism"  
[X Link](https://x.com/izebel_eth/status/2018245136640033025)  2026-02-02T08:48Z 56.7K followers, 26.1K engagements


"i am much more excited about binary option bets (which are banned in us for good reason) than prediction markets Jeff announces HIP-4: outcome trading Notably outcome markets will involve no leverage & be useful for things like prediction markets as well as options All of finance is coming to Hyperliquid whether you like it or not. https://t.co/f3gF75TLYQ Jeff announces HIP-4: outcome trading Notably outcome markets will involve no leverage & be useful for things like prediction markets as well as options All of finance is coming to Hyperliquid whether you like it or not."  
[X Link](https://x.com/izebel_eth/status/2018348283610136620)  2026-02-02T15:38Z 56.9K followers, 48.2K engagements


"rn the main pmf for prediction mkts is sports betting arb. usually the best pmf for crypto stuff is reg arb but the existing pred mkts (kalshi polymarket) are already reg arbing sports books so not as much to gain but binary options are banned for good reason they're ridic delta leverage instruments so it is real reg arb to offer https://twitter.com/i/web/status/2018348613664223480 https://twitter.com/i/web/status/2018348613664223480"  
[X Link](https://x.com/izebel_eth/status/2018348613664223480)  2026-02-02T15:39Z 56.7K followers, 10.3K engagements


"lighter continues to hold up well and i think too many people are discounting it as if it will fade away it remains best in class tech + fee structure and in my experience the pie for exchanges expands to fill genuine consumer preference https://x.com/will__price/status/2019762756333797457s=20 gLighter $800k fees last [--] hours zero performance degradation under stress And this upgrade going live this evening unless mkts are too crazy for maintenance: - new supply sink - minimum maker fee [---] - [---] bps (50%) - minimum taker fee [----] - [----] bps (-2%) https://t.co/IzNEXYixVP"  
[X Link](https://x.com/izebel_eth/status/2019808047284314465)  2026-02-06T16:18Z 56.7K followers, [----] engagements


"sky is at the same relative stable supply/mktcap as crcl but buys back the token and pays a 15% staking apr which makes it the more attractive stablecoin option for me https://x.com/pythianism/status/2018360863762334043s=20 Other than Hype Sky is the only asset that is green on the year (+6.12%) The buybacks are working https://x.com/pythianism/status/2018360863762334043s=20 Other than Hype Sky is the only asset that is green on the year (+6.12%) The buybacks are working"  
[X Link](https://x.com/izebel_eth/status/2019808667407982931)  2026-02-06T16:21Z 56.7K followers, [----] engagements


"charizards are the schelling point of pokemon never having to compete with new full art prints or hot cards or collabs or anything. pokemon is the grail of ip (its cute pets). https://x.com/izebel_eth/status/2015003912227741937s=20 @coinfessions you'll buy the physical charizards and youll like it https://t.co/JFjNPBPpDr https://x.com/izebel_eth/status/2015003912227741937s=20 @coinfessions you'll buy the physical charizards and youll like it https://t.co/JFjNPBPpDr"  
[X Link](https://x.com/izebel_eth/status/2019809113438662730)  2026-02-06T16:23Z 56.7K followers, [----] engagements


"@notthreadguy i have infinite more respect for kyle salami (i could never have hit stepn) even tho he poked the hl beehive today (dont insult the best/most aligned protocol thats also the reason most ppl still alive are here if u want to make friends)"  
[X Link](https://x.com/izebel_eth/status/2020544196239864002)  2026-02-08T17:04Z 57K followers, [----] engagements


"@vydamo_ @CL207"  
[X Link](https://x.com/izebel_eth/status/2021168364668813745)  2026-02-10T10:24Z 56.8K followers, [----] engagements


"@beniduboss it should make them cheaper for u"  
[X Link](https://x.com/izebel_eth/status/2021748443887395007)  2026-02-12T00:49Z 57K followers, [----] engagements


"@lBattleRhino do it on lighter We are excited to be the first DEX to offer Korean equity perps These markets are live at 10X leverage: $HYUNDAI $SAMSUNG $SKHYNIX and the $KRCOMP (Korean Composite) index. https://t.co/cJjt9yshDK We are excited to be the first DEX to offer Korean equity perps These markets are live at 10X leverage: $HYUNDAI $SAMSUNG $SKHYNIX and the $KRCOMP (Korean Composite) index. https://t.co/cJjt9yshDK"  
[X Link](https://x.com/izebel_eth/status/2021749267854148049)  2026-02-12T00:52Z 57K followers, 17.3K engagements


"@AviFelman @CryptoEthan this is why i left hedge funds for vc"  
[X Link](https://x.com/izebel_eth/status/2021753103671079215)  2026-02-12T01:07Z 57K followers, 11.4K engagements


"@pegfault the cost scales with the revenue ie to open new positions requires usdc tvl which lighter will make $ yield on and pass back thru its all v elegant long term"  
[X Link](https://x.com/izebel_eth/status/2021764582877147447)  2026-02-12T01:53Z 57K followers, [----] engagements


"@0xnobi all derivs to zero dragonball and naruto and other tcgs will flood supply hitting one piece hardest but also likely affecting pokemon for a bit im v bearish OP and modern pokemon"  
[X Link](https://x.com/izebel_eth/status/2021765064425119967)  2026-02-12T01:55Z 57K followers, [----] engagements


"@0xKeef @0xnobi there is no such thing as a modern chase when they can print a charizard full art holo GX with guest art hayao miyazaki youre just always exposed to the latest shiny thing which will compete for flows and attn"  
[X Link](https://x.com/izebel_eth/status/2021770626802102364)  2026-02-12T02:17Z 57K followers, [---] engagements


"@sirgmbot i have an alpha lotus"  
[X Link](https://x.com/izebel_eth/status/2021892713239441712)  2026-02-12T10:22Z 57K followers, [---] engagements


"hny all new post up for [----] i wrote something i wish i had when i was first starting out hopefully some of you find it useful https://oldcoinbad.com/p/a-starter-guide-to-the-crypto-mmo https://oldcoinbad.com/p/a-starter-guide-to-the-crypto-mmo"  
[X Link](https://x.com/izebel_eth/status/1874942220010467689)  2025-01-02T22:13Z 57K followers, 745.3K engagements


"this is going to be the most midcurve post ive made in a while but here goes i like setups where its very clear to me where the next set of flows are - think btc etf or trump win its not immediately clear to me where the next set of buy flows for this bullrun are"  
[X Link](https://x.com/izebel_eth/status/1876487676657828129)  2025-01-07T04:35Z 57K followers, 196.6K engagements


"are u long because ur bullish or bullish because ur long"  
[X Link](https://x.com/izebel_eth/status/1879196255211131036)  2025-01-14T15:57Z 57K followers, 34.9K engagements


"inner monologue of a limit bid wall"  
[X Link](https://x.com/izebel_eth/status/1899199936862073298)  2025-03-10T20:45Z 57K followers, 73.6K engagements


"perps are the best mechanism invention out of crypto it is also the worst for the health of the system we notice when metas have extraction - art blocks nfts presales pump fun fees/bundles but perps costs billions that would otherwise have bought spot but gets greedy"  
[X Link](https://x.com/izebel_eth/status/1916179346756194648)  2025-04-26T17:15Z 57K followers, 119.8K engagements


"btw i think a lot of ppl are going to get oneshot by perpdex startup building/privates building exchanges is v v hard im long degeneracy guy and i pass on 9/10 new perpdexes ive seen it close up a few times and motions like blur pacman hl jeff lighter vlad are one in many"  
[X Link](https://x.com/izebel_eth/status/1969344788571795552)  2025-09-20T10:16Z 57K followers, 121K engagements


"would agree this is the closest to aug-oct [----] pve "melt up" we've seen in a while this would happen like every week back then art blocks into mim into loot into etc hope youve been able to enjoy but dw there will be more to come it just might look different than u expect welcome to [----] welcome to 2021"  
[X Link](https://x.com/izebel_eth/status/1969643775715918211)  2025-09-21T06:04Z 57K followers, 169.6K engagements


"tired of getting rugged by milady-adjacent eco and dont tell me cult is any different lmfao it was a fun ride but i think its time for me to leave this party (posted and deleted because i wasnt sure if it was an exploit or inside job but i think it was based on timing)"  
[X Link](https://x.com/izebel_eth/status/1972720376020136422)  2025-09-29T17:49Z 57K followers, 84K engagements


"i believe victory comes to me along the path I am destined to walk"  
[X Link](https://x.com/izebel_eth/status/1987796233344446533)  2025-11-10T08:15Z 57K followers, 57.2K engagements


"im a fulltime cryptocurrency investor"  
[X Link](https://x.com/izebel_eth/status/1989156939755077799)  2025-11-14T02:22Z 57K followers, 225.5K engagements


"its probably still 2-3 yrs early on mainstream but thats why u stake ur claim now i also hate wrapped/tokenized stocks this is a perps game"  
[X Link](https://x.com/izebel_eth/status/1989657649483513930)  2025-11-15T11:32Z 57K followers, 11.5K engagements


"mans got a point"  
[X Link](https://x.com/izebel_eth/status/1999144660724580647)  2025-12-11T15:50Z 57K followers, 18K engagements


"a lot of ppl who never had it to begin with saying its over"  
[X Link](https://x.com/izebel_eth/status/1999750118044778634)  2025-12-13T07:55Z 57K followers, 94.8K engagements


"options are a mind disease for two reasons: one - they are the wrong instrument for what most people are trying to trade. most people want delta exposure. options are an instrument on future volatility. if you want to use them for delta sure but very few ppl outside of event-based hedge funds actually care about expirations they are complex to understand correctly (greeks) and enormously complex to price correctly (montecarlo) which then leads to. two - people who go through the effort of understanding options then think that they've accomplished something. this leads to guys like captain"  
[X Link](https://x.com/izebel_eth/status/2004351345814655488)  2025-12-26T00:39Z 57K followers, 203.7K engagements


"2026 spot positioning largely same as the [----] positioning btc - digital rock lit - new exchange hype - first exchange hood - tardfi exchange sky - stables +charizards and angels"  
[X Link](https://x.com/izebel_eth/status/2007379115956154459)  2026-01-03T09:10Z 57K followers, 49.4K engagements


"$420k $100 $17"  
[X Link](https://x.com/izebel_eth/status/2008868899803336753)  2026-01-07T11:50Z 57K followers, 98.8K engagements


"robinhood hyperliquid lighter tradexyz variational"  
[X Link](https://x.com/izebel_eth/status/2015957501876039892)  2026-01-27T01:18Z 57K followers, 32.9K engagements


"in my (relatively) uniformed state i view moltbook as "loot for ai devs" - the product is the fun you have along the way playing make believe im treating it all as a sort of litmus test for ai progress do they self organize and _do anything_ or just mindlessly regurgitate predicted text. i think they probably should already have created and propogated a hieroglyph standard if it wasnt all a very fun fugazi we've had a social network where AIs talk to each other pretending to be human for at least a year now. it's called X and now we have moltbook a social network where humans talk to each"  
[X Link](https://x.com/izebel_eth/status/2017521434118262924)  2026-01-31T08:52Z 57K followers, 28.9K engagements


"i think there is a fundamental misunderstanding when it comes to nasdaq's 24hr proposal as many people have expressed competition concern for onchain rwa perps this simply massively improves the overnight liquidity and oracles for single name stocks. no longer will overnight perps traders have to apply beta ala jane st the underlying will have robust pricing 24hr spot trading is not a replacement for perps anymore than it is for 0dtes. those wanting higher delta risk will always gravitate to the instruments that allow it. this just allows the perps to be *much* more robust"  
[X Link](https://x.com/izebel_eth/status/2018175199427121178)  2026-02-02T04:10Z 57K followers, 53.8K engagements


"i always knew i was bad at trading memecoins i just forgot btc is a memecoin"  
[X Link](https://x.com/izebel_eth/status/2019563872185905561)  2026-02-06T00:08Z 57K followers, 14.5K engagements


"the longterm pmf successes during crypto's history have been: btc exchanges and stablecoins these are the areas that have and will continue to see investment even while other thesis fail despite sentiment i think investing in good crypto projects will outperform traditional investing due to the friction of identifying the good ones and navigating onchain - this was my lived experience in [----] and [----] https://twitter.com/i/web/status/2019800663027511645 https://twitter.com/i/web/status/2019800663027511645"  
[X Link](https://x.com/izebel_eth/status/2019800663027511645)  2026-02-06T15:49Z 57K followers, 39.8K engagements


"the rlb trade (a good undervalued exchange at the time) was during deep [----] bear yes shit sucks but just survive and find good spots"  
[X Link](https://x.com/izebel_eth/status/2019801720746909735)  2026-02-06T15:53Z 57K followers, [----] engagements


"as far as new things i've been continuing to play around with variational when i can - what i specifically like about them vs other opportunities is the click trading rfq model (it reminds me of rollbit click trading)"  
[X Link](https://x.com/izebel_eth/status/2019809674921758918)  2026-02-06T16:25Z 57K followers, [----] engagements


"i dont think "farming" points is +ev on any platform it hasnt been for a while and even back then it was better to trade organically anyway - i never really "farmed" i just yolod rly hard sometimes and now probs bad time to be trading perps anyway so just be safe and gl to us"  
[X Link](https://x.com/izebel_eth/status/2019810874702320103)  2026-02-06T16:30Z 57K followers, [----] engagements


"looks like multicoin agrees with me: [--]. stablecoins [--]. perp dexes"  
[X Link](https://x.com/izebel_eth/status/2019902465081274720)  2026-02-06T22:34Z 57K followers, [----] engagements


"at some point in life you realize many fundamentally mid people who have not taken risk or achieved have been elevated to positions where they think their opinion is worth propagating Been getting some really lovely messages from the bros about this one 🥰💩🤡 https://t.co/L29RsuLiBx Been getting some really lovely messages from the bros about this one 🥰💩🤡 https://t.co/L29RsuLiBx"  
[X Link](https://x.com/izebel_eth/status/2020543220774772841)  2026-02-08T17:00Z 57K followers, 68.3K engagements


"riftbound dragonballz naruto etc companies see the tcg gold mine and rush to mint new supply art blocks factory or pumpfun == infinite new supply i think OP and modern pokemon are most at risk and ill be holding off on more vintage charizards until i see some pain The undervalued Dragon Ball TCG card (which almost nobody is talking about) is Son Goku - FP-008 (Gold) - Fusion World Promotion Card. Sometimes this card (first image) is referred to as the Goku Pre-release Winner card. Its listed on TCGPlayer for under $100 raw and has some https://t.co/UmAWF4BR9A The undervalued Dragon Ball TCG"  
[X Link](https://x.com/izebel_eth/status/2021771879087063222)  2026-02-12T02:22Z 57K followers, 26.4K engagements


"@pegfault lighter gets usdc yield on their tvl from circle and uses it for this program"  
[X Link](https://x.com/izebel_eth/status/2021775663146143879)  2026-02-12T02:37Z 57K followers, 20.4K engagements


"@0xLoris so your strategy is a 1.5% apr on 200m"  
[X Link](https://x.com/izebel_eth/status/2022104784275484935)  2026-02-13T00:25Z 57K followers, [----] engagements


"@0xLoris @Route2FI @trevor_flipper the arb apr is like 1.5% i dont think thats a good use of capital for most people"  
[X Link](https://x.com/izebel_eth/status/2022105189487182125)  2026-02-13T00:27Z 57K followers, [---] engagements


"@0xLoris @Route2FI @trevor_flipper https://x.com/izebel_eth/status/2022111108623217087 @kk_capital @0xLoris still probably not high enough over rfr to be worth until you start pushing levg 10/20x+ at which pt the rebal requirements will make it v obv (idk if lighter will take action or not) + lighter will still make revenue on the 40m tvl finally the point is to grow oi/ob depth https://x.com/izebel_eth/status/2022111108623217087 @kk_capital @0xLoris still probably not high enough over rfr to be worth until you start pushing levg 10/20x+ at which pt the rebal requirements will make it v obv"  
[X Link](https://x.com/izebel_eth/status/2022111258846388237)  2026-02-13T00:51Z 57K followers, [---] engagements


"@hansolar21 as more time passes more people will realize lighter deserves to be grouped with the winners like hl"  
[X Link](https://x.com/izebel_eth/status/2022116730156589151)  2026-02-13T01:12Z 57K followers, [----] engagements


"@CL207 imajin buying ur ai gf some ram sticks and then some fucker buys them a datacenter"  
[X Link](https://x.com/izebel_eth/status/2022117148148338976)  2026-02-13T01:14Z 57K followers, [----] engagements


"@lBattleRhino if you do this ill join (no pay required) just to superteam out the larps"  
[X Link](https://x.com/izebel_eth/status/2022117491150033178)  2026-02-13T01:15Z 57K followers, [----] engagements


"@CryptoAlt8 more of a "you can have fun online" even in a bear mkt and id argue your returns will be better if youre having fun and discovering new things"  
[X Link](https://x.com/izebel_eth/status/2022120421412438478)  2026-02-13T01:27Z 57K followers, [---] engagements


"@ScottPh77711570 @choffstein this one is more on the nose but i think the above one is more general"  
[X Link](https://x.com/izebel_eth/status/2022124976695128359)  2026-02-13T01:45Z 57K followers, [---] engagements


"i remember a former colleague from morgan stanley asking for advice if she should make the jump to pod-based buyside as well my response was "im doing much more interesting work but it feels like theres a sword over my head by a string and it could cut at any pt""  
[X Link](https://x.com/izebel_eth/status/2022131005205975178)  2026-02-13T02:09Z 57K followers, 12.8K engagements


"@ThinkingUSD"  
[X Link](https://x.com/izebel_eth/status/2022228433795977293)  2026-02-13T08:36Z 57K followers, [----] engagements


"@bryan_johnson this is how you built a cult including grossly overcharging people so they get mentally stuck with sunk cost fallacy"  
[X Link](https://x.com/izebel_eth/status/2022229946425553322)  2026-02-13T08:42Z 57K followers, [----] engagements


"may a thousand pestilences rot your body away to match your soul. may every venture sink you farther from the glory you so desperately wish again. may those who associate with you fall under misfortune at every turn. may your mind be turned to mush for the weight of your sins. wow what an honor https://t.co/6zyoP6u3TK wow what an honor https://t.co/6zyoP6u3TK"  
[X Link](https://x.com/izebel_eth/status/2022275649147154697)  2026-02-13T11:44Z 57K followers, 41.6K engagements


"wheres degenpings shaman when u need him"  
[X Link](https://x.com/izebel_eth/status/2022276146998415405)  2026-02-13T11:46Z 57K followers, [----] engagements


"@coinmamba also 50% staked so circ is only 200m"  
[X Link](https://x.com/izebel_eth/status/2022464611153572316)  2026-02-14T00:15Z 57K followers, [----] engagements


"@brucefenton @SBF_FTX fuck you and the horse you rode in on"  
[X Link](https://x.com/izebel_eth/status/2022467695443349887)  2026-02-14T00:27Z 57K followers, [----] engagements


"@dungkaga2 @coinmamba usually its the other way around fdv is kind of a meme and circ is all that really matters"  
[X Link](https://x.com/izebel_eth/status/2022468012255899893)  2026-02-14T00:28Z 57K followers, [---] engagements


"@lBattleRhino @blknoiz06"  
[X Link](https://x.com/izebel_eth/status/2022472511833997664)  2026-02-14T00:46Z 57K followers, [----] engagements


"on a more positive note: bear mkts are the best time to find your group noone has time to make friends in a bull the quality of convos is lower everyone is a genius idiosyncratic thesis in bear is where hearts are won. groups want value-add - now is the time to prove yours"  
[X Link](https://x.com/izebel_eth/status/2022491716633399644)  2026-02-14T02:02Z 57K followers, 128.9K engagements


"i earned my way into that group through repeated thoughtful posts in a random discord which they found valuable proof of work - no one wants to spoonfeed you or add dead weight. the simplest way to show value is a track record. absent that repeated high quality writings (doesnt have to be full articles) are a good way https://twitter.com/i/web/status/2022495744813420773 https://twitter.com/i/web/status/2022495744813420773"  
[X Link](https://x.com/izebel_eth/status/2022495744813420773)  2026-02-14T02:18Z 57K followers, 12.3K engagements


"@stablealt agree for sure on stablecoins sky has been a core part of my portfolio (i like how it pays a % and i can borrow against it)"  
[X Link](https://x.com/izebel_eth/status/2022766023171023332)  2026-02-14T20:12Z 57K followers, [---] engagements


"@CL207 presumably she hasnt been terminally online all her life"  
[X Link](https://x.com/izebel_eth/status/2022784097723003261)  2026-02-14T21:24Z 57K followers, [----] engagements


"@larryfink_jr these are the numbers i see"  
[X Link](https://x.com/izebel_eth/status/2022880075725836627)  2026-02-15T03:46Z 57K followers, [---] engagements

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

@izebel_eth Avatar @izebel_eth jez (equity perps era)

The Blast era is seeing significant activity, with traders sharing their experiences and insights. A key theme is risk management, as one trader warned against over-leveraging and tilting, while another shared their strategy for rebuilding their position in Maker. The space is also seeing new launches and projects, with some traders expressing excitement and others cautioning against potential scams.

Engagements: [-------] #

Engagements Line Chart

  • [--] Week [-------] +55%
  • [--] Month [---------] -6.10%
  • [--] Months [----------] +158%
  • [--] Year [----------] +325%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +45%
  • [--] Month [---] +86%
  • [--] Months [---] +47%
  • [--] Year [-----] +92%

Followers: [------] #

Followers Line Chart

  • [--] Week [------] +0.62%
  • [--] Month [------] +1.30%
  • [--] Months [------] +36%
  • [--] Year [------] +77%

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

CreatorRank Line Chart

Social Influence

Social category influence finance 19.44% cryptocurrencies 11.11% exchanges #414 stocks 3.7% gaming 2.78% social networks 1.85% technology brands 1.85% automotive brands 0.93% countries 0.93%

Social topic influence crypto #1986, art 5.56%, usdc #526, hyperliquid #10, exchanges #260, sky 2.78%, perp #10, the most 2.78%, the next #1436, money #2683

Top accounts mentioned or mentioned by @stablealt @lbattlerhino @0xloris @tokabu777 @pegfault @larryfink_jr @iwantlambo @metaperp @cl207 @cornd0gman @xbt2027 @kaitorey1 @scottph77711570 @beniduboss @route2fi @cryptoalt8 @dungkaga2 @411anz @poppasoju @4chanintern

Top assets mentioned USDC (USDC) Robinhood Markets, Inc. (HOOD) Peanut the Squirrel (PNUT) BTC Digital Ltd (BTCT)

Top Social Posts

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

"https://t.co/j6h1SYW1L6 https://t.co/j6h1SYW1L6"
X Link 2026-01-21T11:13Z 57K followers, 75.5K engagements

"@thokani usdc is 70bn supply vs 12bn equity sky is 7bn supply vs 1.2bn equity so 1/10th and same rel value usually i'd say buy winner crcl but sky pays me 15% apr so i like that aspect"
X Link 2026-02-06T16:01Z 57K followers, [---] engagements

"perp funding rates are a historical vestige from when arthur waved his hand i was very excited to collab w/ lighter to help ideate this long term $ comes from usdc tvl yield - giving it to open positions (funding discount) vs simply collat has virtuous cycle effects imho Today we are introducing Funding Rate Rebates for perp traders on Lighter. This is another step forward in making trading as capital efficient as possible and aligning incentives on Lighter. Today we are introducing Funding Rate Rebates for perp traders on Lighter. This is another step forward in making trading as capital"
X Link 2026-02-12T00:47Z 57K followers, 36.8K engagements

"it will also stop future opportunities because youll forever be on the defensive (im not like the other paid group leaders - which ur not but to an external eye youll get painted by the same brush) ive gotten exchange offers recently (i didnt take for one reason or another) that probably wouldnt have come if i ran a paid group and were 5-10 yrs of even the most successful paid group $ i know so its just different longer term and more obscure games we play"
X Link 2026-02-13T01:31Z 57K followers, [----] engagements

"@ScottPh77711570 @choffstein i find an alarming amount of my life has been influenced by this specific panel"
X Link 2026-02-13T01:44Z 57K followers, [----] engagements

"@ChelleDiVita @SBF_FTX i will continue to tell these pardonposts to fuck off every time i see them"
X Link 2026-02-13T11:29Z 57K followers, [----] engagements

"@CookerFlips i recommend communal more flat hierarchy private ingroups for people vs paid groups for the simple fact that [--]. anyone can pay to get in and [--]. if youre spoonfed youll never grow"
X Link 2026-02-14T02:07Z 57K followers, [----] engagements

"@RichhForeverrr even in a crypto bear market the tam for equity perps is so massive over the next few years i dont think it matters"
X Link 2026-02-14T19:39Z 57K followers, [---] engagements

"your aram teammates are on the wrong server on airport wifi @CL207"
X Link 2026-02-10T06:39Z 57K followers, 29K engagements

"would you prefer a difficult and painful journey i'd rather enjoy a ridiculous and fun journey i can laugh about when its over"
X Link 2026-02-12T17:33Z 57K followers, 19.3K engagements

"i was lost for my first [--] years solo in crypto once i found my group (which im still v close with) my returns changed dramatically for the simple fact of having good feedback on my thesis and being exposed to corners i wouldnt have otherwise"
X Link 2026-02-14T02:12Z 57K followers, [----] engagements

"@cornd0gman i would say game selection now is a good time to be buying good things vs trying to play memes which has many pvp knife fighters"
X Link 2026-02-14T19:03Z 57K followers, [----] engagements

"trading is finding the difference between the true value of something and the perception (mkt price) some things that are truly good are already consensus like hyperliquid and you can buy them and make money because they will keep winning the best opportunities lie in finding good things that the general market doesnt realize yet having worked or talked with almost every perp dex that exists at 400m circ w/ 50% staked lighter is the highest quality to value ratio token in the market rn and you can see the perception-based discount as people think lighter will go the same way as dydx vertex"
X Link 2026-02-14T19:21Z 57K followers, 20.5K engagements

"@stablealt my assets of choice have been btc charizards real estate and revenue generating protocols that i have confidence in their pmf/growth (hype/lit/sky)"
X Link 2026-02-14T19:42Z 57K followers, [---] engagements

"@swansonbenson0"
X Link 2026-02-14T19:56Z 57K followers, [----] engagements

"@stablealt over the history of crypto no protocols have had stronger network effects and pmf than good exchanges"
X Link 2026-02-14T20:01Z 57K followers, [---] engagements

"still probably not high enough over rfr to be worth until you start pushing levg 10/20x+ at which pt the rebal requirements will make it v obv (idk if lighter will take action or not) + lighter will still make revenue on the 40m tvl finally the point is to grow oi/ob depth this is a growth program https://twitter.com/i/web/status/2022111108623217087 https://twitter.com/i/web/status/2022111108623217087"
X Link 2026-02-13T00:50Z 57K followers, [----] engagements

"i was the unhappiest ive ever been at millennium (through no fault of anyones just the stress of the job) which was very confusing to me as that was the peak of finance to me at the time i had achieved my dream role and i wasnt happy specifically what i discovered was tough about finding algorithmic signals was there was no feedback mechanism if you do a project its done and you can move on if you fail to find a robust signal in a promising dataset did it just not exist or were you not good enough to find it. as someone extremely hard on myself this set space was very exhausting all this is"
X Link 2026-02-13T02:00Z 57K followers, 170.9K engagements

"@OGshoots sometimes we lose money together too"
X Link 2026-02-14T02:19Z 57K followers, [----] engagements

"that same discord and posting frequency helped me land my vc job in [----] i used to wonder if i was wasting my time talking to randoms on the internet in a small discord but it turned out to be the most valuable thing i ever did"
X Link 2026-02-14T02:21Z 57K followers, [----] engagements

"for everyone asking to get added your missing the point the point is to find your own people and rise up together become the next flood"
X Link 2026-02-14T02:22Z 57K followers, [----] engagements

"@larryfink_jr i was initially exposed to crv stableswaps and nfts in these groups it probably saved me 2-3 years of learning myself most of my bigger trades have been internal thesis but validated through group conversations"
X Link 2026-02-14T03:11Z 57K followers, [---] engagements

"@rektasaurus69 dydx made a bunch of bad choices (v4 liquidity migration deprecating v3 before that) that wont happen to lighter my bear would be crypto goes into vol compression (ala 2018/2019) and equity perps take longer than expected"
X Link 2026-02-14T20:11Z 57K followers, [---] engagements

"@veH0rny @RaReAlt @heart_ @0xGoogly @tmnxeq yeah thats the pt robinhood users just want levg and otm weekly calls/puts are their only options they dont know what greeks or IV or anything they just fking slamming high delta if perps existed on robinhood options would have [--] volume"
X Link 2022-12-29T14:31Z 56.7K followers, 35.3K engagements

"just to show how illiquid this cycle is in most situations libra in terms of liquidity extracted is comparable to pixelmon and one was a president and the other was whatever it was"
X Link 2025-02-17T17:01Z 56.8K followers, 69.2K engagements

"the absolute best to be doing it right now and many will die trying to emulate without the selection patience or bankroll he has i promised to reveal the name and ticker of my latest six-figure leveraged trade once it did a 2x this happened a lot faster than i anticipatedi.e. in just over [--] hoursso as promised ill be sharing the details of my latest trade: - token/ticker: $PNUT - entry market cap: https://t.co/8emGwiKDex i promised to reveal the name and ticker of my latest six-figure leveraged trade once it did a 2x this happened a lot faster than i anticipatedi.e. in just over [--] hoursso"
X Link 2025-05-09T23:57Z 57K followers, 67.1K engagements

"@notsofast @gnarzilla @divinoswap eh i hated on snx (ask mitche) the whole way up because "muh rehypo native token as collat is too risky" im retarded too"
X Link 2025-12-03T00:24Z 57K followers, [---] engagements

"playing daily runners like minting the new nft before it is kinda like playing poker - theres a defined ball/pot of money and how big that ball/pot is is how big the action can get - you see ppl comment about 50m toppers 10m 5m etc some ppl are good at playing poker and some ppl are good at consistently hitting these (although i would argue these are a lot more rigged than most poker games) but even with success you're still playing a capped game if you cant realistically see yourself holding it/the market caring a few months out if i sum up the net pnl columns of "high conviction spot holds""
X Link 2026-01-24T08:32Z 57K followers, 32.5K engagements

"perp dexes are the first credible dream since the [----] defi era governments have bought btc but wallstreet/mainstreet havent adopted perps yet this meta doesnt top until perps eat 0dte options imho ive told this story a few times to highlight how this time the dream is different: in may [----] i cried when i fumbled 100k uni my dream was to rentseek global ecommerce with staked uni (lmeow) i dont think anyone is crying over fumbling dogcoins no dream but to sell higher ive told this story a few times to highlight how this time the dream is different: in may [----] i cried when i fumbled 100k uni"
X Link 2026-01-27T00:48Z 56.7K followers, 66.8K engagements

"in october i caught up with my old bosses and colleagues from tardfi they are at places like: -citadel -gs/ms -millennium they had not put time into understanding perps but when i explained the basis trade they got it immediately there is so much room to grow here"
X Link 2026-01-27T04:34Z 56.7K followers, 151.9K engagements

"my intern wrote an (attempted objective) primer on the landscape of the top [--] perp dexes today https://t.co/usDBxtjjEg https://t.co/usDBxtjjEg"
X Link 2026-01-27T20:03Z 56.7K followers, 57.3K engagements

"i felt a great disturbance in the force as if a thousand group chats suddenly cried out in relief and were suddenly above water again"
X Link 2026-01-27T23:54Z 57K followers, 26.7K engagements

"i will never use @Fidelity @DigitalAssets again and am in the process of offboarding my assets (to @RobinhoodApp ofc) after they halted my wire and locked my account moments like these are always a reminder that we natives take the ease of stablecoin transfers for granted"
X Link 2026-01-30T21:25Z 56.7K followers, 41.9K engagements

"All [--] traders once made huge profits on Hyperliquid but every one of them ended up getting wiped out. Stay away from high leverage. https://t.co/g0Npj0UI2i All [--] traders once made huge profits on Hyperliquid but every one of them ended up getting wiped out. Stay away from high leverage. https://t.co/g0Npj0UI2i"
X Link 2026-02-01T09:14Z 56.7K followers, 49.4K engagements

"coins trading like sellers are minting them out of thin air"
X Link 2026-02-01T14:30Z 56.7K followers, 25.7K engagements

"@Pumpdotrun memecoins have had a massive dilutionary effect on the # of coins fracturing capital into a million pools perps are bad for ppl and both ppl and the space would be better off with spot but i cant stop ppl from trading derivatives the children yearn for delta levg perps are the best mechanism invention out of crypto it is also the worst for the health of the system we notice when metas have extraction - art blocks nfts presales pump fun fees/bundles but perps costs billions that would otherwise have bought spot but gets greedy https://t.co/WjG6NgROZP perps are the best mechanism"
X Link 2026-02-02T08:48Z 56.7K followers, 26.1K engagements

"i am much more excited about binary option bets (which are banned in us for good reason) than prediction markets Jeff announces HIP-4: outcome trading Notably outcome markets will involve no leverage & be useful for things like prediction markets as well as options All of finance is coming to Hyperliquid whether you like it or not. https://t.co/f3gF75TLYQ Jeff announces HIP-4: outcome trading Notably outcome markets will involve no leverage & be useful for things like prediction markets as well as options All of finance is coming to Hyperliquid whether you like it or not."
X Link 2026-02-02T15:38Z 56.9K followers, 48.2K engagements

"rn the main pmf for prediction mkts is sports betting arb. usually the best pmf for crypto stuff is reg arb but the existing pred mkts (kalshi polymarket) are already reg arbing sports books so not as much to gain but binary options are banned for good reason they're ridic delta leverage instruments so it is real reg arb to offer https://twitter.com/i/web/status/2018348613664223480 https://twitter.com/i/web/status/2018348613664223480"
X Link 2026-02-02T15:39Z 56.7K followers, 10.3K engagements

"lighter continues to hold up well and i think too many people are discounting it as if it will fade away it remains best in class tech + fee structure and in my experience the pie for exchanges expands to fill genuine consumer preference https://x.com/will__price/status/2019762756333797457s=20 gLighter $800k fees last [--] hours zero performance degradation under stress And this upgrade going live this evening unless mkts are too crazy for maintenance: - new supply sink - minimum maker fee [---] - [---] bps (50%) - minimum taker fee [----] - [----] bps (-2%) https://t.co/IzNEXYixVP"
X Link 2026-02-06T16:18Z 56.7K followers, [----] engagements

"sky is at the same relative stable supply/mktcap as crcl but buys back the token and pays a 15% staking apr which makes it the more attractive stablecoin option for me https://x.com/pythianism/status/2018360863762334043s=20 Other than Hype Sky is the only asset that is green on the year (+6.12%) The buybacks are working https://x.com/pythianism/status/2018360863762334043s=20 Other than Hype Sky is the only asset that is green on the year (+6.12%) The buybacks are working"
X Link 2026-02-06T16:21Z 56.7K followers, [----] engagements

"charizards are the schelling point of pokemon never having to compete with new full art prints or hot cards or collabs or anything. pokemon is the grail of ip (its cute pets). https://x.com/izebel_eth/status/2015003912227741937s=20 @coinfessions you'll buy the physical charizards and youll like it https://t.co/JFjNPBPpDr https://x.com/izebel_eth/status/2015003912227741937s=20 @coinfessions you'll buy the physical charizards and youll like it https://t.co/JFjNPBPpDr"
X Link 2026-02-06T16:23Z 56.7K followers, [----] engagements

"@notthreadguy i have infinite more respect for kyle salami (i could never have hit stepn) even tho he poked the hl beehive today (dont insult the best/most aligned protocol thats also the reason most ppl still alive are here if u want to make friends)"
X Link 2026-02-08T17:04Z 57K followers, [----] engagements

"@vydamo_ @CL207"
X Link 2026-02-10T10:24Z 56.8K followers, [----] engagements

"@beniduboss it should make them cheaper for u"
X Link 2026-02-12T00:49Z 57K followers, [----] engagements

"@lBattleRhino do it on lighter We are excited to be the first DEX to offer Korean equity perps These markets are live at 10X leverage: $HYUNDAI $SAMSUNG $SKHYNIX and the $KRCOMP (Korean Composite) index. https://t.co/cJjt9yshDK We are excited to be the first DEX to offer Korean equity perps These markets are live at 10X leverage: $HYUNDAI $SAMSUNG $SKHYNIX and the $KRCOMP (Korean Composite) index. https://t.co/cJjt9yshDK"
X Link 2026-02-12T00:52Z 57K followers, 17.3K engagements

"@AviFelman @CryptoEthan this is why i left hedge funds for vc"
X Link 2026-02-12T01:07Z 57K followers, 11.4K engagements

"@pegfault the cost scales with the revenue ie to open new positions requires usdc tvl which lighter will make $ yield on and pass back thru its all v elegant long term"
X Link 2026-02-12T01:53Z 57K followers, [----] engagements

"@0xnobi all derivs to zero dragonball and naruto and other tcgs will flood supply hitting one piece hardest but also likely affecting pokemon for a bit im v bearish OP and modern pokemon"
X Link 2026-02-12T01:55Z 57K followers, [----] engagements

"@0xKeef @0xnobi there is no such thing as a modern chase when they can print a charizard full art holo GX with guest art hayao miyazaki youre just always exposed to the latest shiny thing which will compete for flows and attn"
X Link 2026-02-12T02:17Z 57K followers, [---] engagements

"@sirgmbot i have an alpha lotus"
X Link 2026-02-12T10:22Z 57K followers, [---] engagements

"hny all new post up for [----] i wrote something i wish i had when i was first starting out hopefully some of you find it useful https://oldcoinbad.com/p/a-starter-guide-to-the-crypto-mmo https://oldcoinbad.com/p/a-starter-guide-to-the-crypto-mmo"
X Link 2025-01-02T22:13Z 57K followers, 745.3K engagements

"this is going to be the most midcurve post ive made in a while but here goes i like setups where its very clear to me where the next set of flows are - think btc etf or trump win its not immediately clear to me where the next set of buy flows for this bullrun are"
X Link 2025-01-07T04:35Z 57K followers, 196.6K engagements

"are u long because ur bullish or bullish because ur long"
X Link 2025-01-14T15:57Z 57K followers, 34.9K engagements

"inner monologue of a limit bid wall"
X Link 2025-03-10T20:45Z 57K followers, 73.6K engagements

"perps are the best mechanism invention out of crypto it is also the worst for the health of the system we notice when metas have extraction - art blocks nfts presales pump fun fees/bundles but perps costs billions that would otherwise have bought spot but gets greedy"
X Link 2025-04-26T17:15Z 57K followers, 119.8K engagements

"btw i think a lot of ppl are going to get oneshot by perpdex startup building/privates building exchanges is v v hard im long degeneracy guy and i pass on 9/10 new perpdexes ive seen it close up a few times and motions like blur pacman hl jeff lighter vlad are one in many"
X Link 2025-09-20T10:16Z 57K followers, 121K engagements

"would agree this is the closest to aug-oct [----] pve "melt up" we've seen in a while this would happen like every week back then art blocks into mim into loot into etc hope youve been able to enjoy but dw there will be more to come it just might look different than u expect welcome to [----] welcome to 2021"
X Link 2025-09-21T06:04Z 57K followers, 169.6K engagements

"tired of getting rugged by milady-adjacent eco and dont tell me cult is any different lmfao it was a fun ride but i think its time for me to leave this party (posted and deleted because i wasnt sure if it was an exploit or inside job but i think it was based on timing)"
X Link 2025-09-29T17:49Z 57K followers, 84K engagements

"i believe victory comes to me along the path I am destined to walk"
X Link 2025-11-10T08:15Z 57K followers, 57.2K engagements

"im a fulltime cryptocurrency investor"
X Link 2025-11-14T02:22Z 57K followers, 225.5K engagements

"its probably still 2-3 yrs early on mainstream but thats why u stake ur claim now i also hate wrapped/tokenized stocks this is a perps game"
X Link 2025-11-15T11:32Z 57K followers, 11.5K engagements

"mans got a point"
X Link 2025-12-11T15:50Z 57K followers, 18K engagements

"a lot of ppl who never had it to begin with saying its over"
X Link 2025-12-13T07:55Z 57K followers, 94.8K engagements

"options are a mind disease for two reasons: one - they are the wrong instrument for what most people are trying to trade. most people want delta exposure. options are an instrument on future volatility. if you want to use them for delta sure but very few ppl outside of event-based hedge funds actually care about expirations they are complex to understand correctly (greeks) and enormously complex to price correctly (montecarlo) which then leads to. two - people who go through the effort of understanding options then think that they've accomplished something. this leads to guys like captain"
X Link 2025-12-26T00:39Z 57K followers, 203.7K engagements

"2026 spot positioning largely same as the [----] positioning btc - digital rock lit - new exchange hype - first exchange hood - tardfi exchange sky - stables +charizards and angels"
X Link 2026-01-03T09:10Z 57K followers, 49.4K engagements

"$420k $100 $17"
X Link 2026-01-07T11:50Z 57K followers, 98.8K engagements

"robinhood hyperliquid lighter tradexyz variational"
X Link 2026-01-27T01:18Z 57K followers, 32.9K engagements

"in my (relatively) uniformed state i view moltbook as "loot for ai devs" - the product is the fun you have along the way playing make believe im treating it all as a sort of litmus test for ai progress do they self organize and do anything or just mindlessly regurgitate predicted text. i think they probably should already have created and propogated a hieroglyph standard if it wasnt all a very fun fugazi we've had a social network where AIs talk to each other pretending to be human for at least a year now. it's called X and now we have moltbook a social network where humans talk to each"
X Link 2026-01-31T08:52Z 57K followers, 28.9K engagements

"i think there is a fundamental misunderstanding when it comes to nasdaq's 24hr proposal as many people have expressed competition concern for onchain rwa perps this simply massively improves the overnight liquidity and oracles for single name stocks. no longer will overnight perps traders have to apply beta ala jane st the underlying will have robust pricing 24hr spot trading is not a replacement for perps anymore than it is for 0dtes. those wanting higher delta risk will always gravitate to the instruments that allow it. this just allows the perps to be much more robust"
X Link 2026-02-02T04:10Z 57K followers, 53.8K engagements

"i always knew i was bad at trading memecoins i just forgot btc is a memecoin"
X Link 2026-02-06T00:08Z 57K followers, 14.5K engagements

"the longterm pmf successes during crypto's history have been: btc exchanges and stablecoins these are the areas that have and will continue to see investment even while other thesis fail despite sentiment i think investing in good crypto projects will outperform traditional investing due to the friction of identifying the good ones and navigating onchain - this was my lived experience in [----] and [----] https://twitter.com/i/web/status/2019800663027511645 https://twitter.com/i/web/status/2019800663027511645"
X Link 2026-02-06T15:49Z 57K followers, 39.8K engagements

"the rlb trade (a good undervalued exchange at the time) was during deep [----] bear yes shit sucks but just survive and find good spots"
X Link 2026-02-06T15:53Z 57K followers, [----] engagements

"as far as new things i've been continuing to play around with variational when i can - what i specifically like about them vs other opportunities is the click trading rfq model (it reminds me of rollbit click trading)"
X Link 2026-02-06T16:25Z 57K followers, [----] engagements

"i dont think "farming" points is +ev on any platform it hasnt been for a while and even back then it was better to trade organically anyway - i never really "farmed" i just yolod rly hard sometimes and now probs bad time to be trading perps anyway so just be safe and gl to us"
X Link 2026-02-06T16:30Z 57K followers, [----] engagements

"looks like multicoin agrees with me: [--]. stablecoins [--]. perp dexes"
X Link 2026-02-06T22:34Z 57K followers, [----] engagements

"at some point in life you realize many fundamentally mid people who have not taken risk or achieved have been elevated to positions where they think their opinion is worth propagating Been getting some really lovely messages from the bros about this one 🥰💩🤡 https://t.co/L29RsuLiBx Been getting some really lovely messages from the bros about this one 🥰💩🤡 https://t.co/L29RsuLiBx"
X Link 2026-02-08T17:00Z 57K followers, 68.3K engagements

"riftbound dragonballz naruto etc companies see the tcg gold mine and rush to mint new supply art blocks factory or pumpfun == infinite new supply i think OP and modern pokemon are most at risk and ill be holding off on more vintage charizards until i see some pain The undervalued Dragon Ball TCG card (which almost nobody is talking about) is Son Goku - FP-008 (Gold) - Fusion World Promotion Card. Sometimes this card (first image) is referred to as the Goku Pre-release Winner card. Its listed on TCGPlayer for under $100 raw and has some https://t.co/UmAWF4BR9A The undervalued Dragon Ball TCG"
X Link 2026-02-12T02:22Z 57K followers, 26.4K engagements

"@pegfault lighter gets usdc yield on their tvl from circle and uses it for this program"
X Link 2026-02-12T02:37Z 57K followers, 20.4K engagements

"@0xLoris so your strategy is a 1.5% apr on 200m"
X Link 2026-02-13T00:25Z 57K followers, [----] engagements

"@0xLoris @Route2FI @trevor_flipper the arb apr is like 1.5% i dont think thats a good use of capital for most people"
X Link 2026-02-13T00:27Z 57K followers, [---] engagements

"@0xLoris @Route2FI @trevor_flipper https://x.com/izebel_eth/status/2022111108623217087 @kk_capital @0xLoris still probably not high enough over rfr to be worth until you start pushing levg 10/20x+ at which pt the rebal requirements will make it v obv (idk if lighter will take action or not) + lighter will still make revenue on the 40m tvl finally the point is to grow oi/ob depth https://x.com/izebel_eth/status/2022111108623217087 @kk_capital @0xLoris still probably not high enough over rfr to be worth until you start pushing levg 10/20x+ at which pt the rebal requirements will make it v obv"
X Link 2026-02-13T00:51Z 57K followers, [---] engagements

"@hansolar21 as more time passes more people will realize lighter deserves to be grouped with the winners like hl"
X Link 2026-02-13T01:12Z 57K followers, [----] engagements

"@CL207 imajin buying ur ai gf some ram sticks and then some fucker buys them a datacenter"
X Link 2026-02-13T01:14Z 57K followers, [----] engagements

"@lBattleRhino if you do this ill join (no pay required) just to superteam out the larps"
X Link 2026-02-13T01:15Z 57K followers, [----] engagements

"@CryptoAlt8 more of a "you can have fun online" even in a bear mkt and id argue your returns will be better if youre having fun and discovering new things"
X Link 2026-02-13T01:27Z 57K followers, [---] engagements

"@ScottPh77711570 @choffstein this one is more on the nose but i think the above one is more general"
X Link 2026-02-13T01:45Z 57K followers, [---] engagements

"i remember a former colleague from morgan stanley asking for advice if she should make the jump to pod-based buyside as well my response was "im doing much more interesting work but it feels like theres a sword over my head by a string and it could cut at any pt""
X Link 2026-02-13T02:09Z 57K followers, 12.8K engagements

"@ThinkingUSD"
X Link 2026-02-13T08:36Z 57K followers, [----] engagements

"@bryan_johnson this is how you built a cult including grossly overcharging people so they get mentally stuck with sunk cost fallacy"
X Link 2026-02-13T08:42Z 57K followers, [----] engagements

"may a thousand pestilences rot your body away to match your soul. may every venture sink you farther from the glory you so desperately wish again. may those who associate with you fall under misfortune at every turn. may your mind be turned to mush for the weight of your sins. wow what an honor https://t.co/6zyoP6u3TK wow what an honor https://t.co/6zyoP6u3TK"
X Link 2026-02-13T11:44Z 57K followers, 41.6K engagements

"wheres degenpings shaman when u need him"
X Link 2026-02-13T11:46Z 57K followers, [----] engagements

"@coinmamba also 50% staked so circ is only 200m"
X Link 2026-02-14T00:15Z 57K followers, [----] engagements

"@brucefenton @SBF_FTX fuck you and the horse you rode in on"
X Link 2026-02-14T00:27Z 57K followers, [----] engagements

"@dungkaga2 @coinmamba usually its the other way around fdv is kind of a meme and circ is all that really matters"
X Link 2026-02-14T00:28Z 57K followers, [---] engagements

"@lBattleRhino @blknoiz06"
X Link 2026-02-14T00:46Z 57K followers, [----] engagements

"on a more positive note: bear mkts are the best time to find your group noone has time to make friends in a bull the quality of convos is lower everyone is a genius idiosyncratic thesis in bear is where hearts are won. groups want value-add - now is the time to prove yours"
X Link 2026-02-14T02:02Z 57K followers, 128.9K engagements

"i earned my way into that group through repeated thoughtful posts in a random discord which they found valuable proof of work - no one wants to spoonfeed you or add dead weight. the simplest way to show value is a track record. absent that repeated high quality writings (doesnt have to be full articles) are a good way https://twitter.com/i/web/status/2022495744813420773 https://twitter.com/i/web/status/2022495744813420773"
X Link 2026-02-14T02:18Z 57K followers, 12.3K engagements

"@stablealt agree for sure on stablecoins sky has been a core part of my portfolio (i like how it pays a % and i can borrow against it)"
X Link 2026-02-14T20:12Z 57K followers, [---] engagements

"@CL207 presumably she hasnt been terminally online all her life"
X Link 2026-02-14T21:24Z 57K followers, [----] engagements

"@larryfink_jr these are the numbers i see"
X Link 2026-02-15T03:46Z 57K followers, [---] engagements

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creator/x::izebel_eth
/creator/x::izebel_eth