Kamaro (@Champi_58) header
Kamaro (@Champi_58) profile picture

Bitcoin - Privacy - Shark @vvvdotnet

France
Joined October 2023
Photo by Kamaro (@Champi_58)Photo by Kamaro (@Champi_58)Photo by Kamaro (@Champi_58)Photo by Kamaro (@Champi_58)Photo by Kamaro (@Champi_58)Photo by Kamaro (@Champi_58)Photo by Kamaro (@Champi_58)Photo by Kamaro (@Champi_58)Photo by Kamaro (@Champi_58)Photo by Kamaro (@Champi_58)
Privacy narrative is the strongest one in crypto imo We all $ZEC strength, and $XMR not giving any f**ks about dips But did you look at the best beta play which is $DASH ? It’s literally an 8 years bull flag waiting to explode. Probably the easiest liquid 100x in all of crypto
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Kamaro retweeted
A deeper dive into bond dynamics. We have about 2 billion in Bitcoin capacity that we can deploy in coming months. The rough math is that we can sustain 3x the market cap of STX for BTC deployed. So far we’ve used very little capacity, like < 1,000 BTC. Why? Because we’re in the bootstrapping stage, what matters in these early days is (a) institutional custody integrations, (b) onboarding large institutional clients, but not deploying too much of their capital. For now. First, you establish the distribution network and then scale it out. Let the market absorb the information that BTC native yield is real. Capacity grows with Stacks' growth. Two years ago, at the height of interest in BTC DeFi, we could support 15 billion in BTC deployed. We’ll get back there and more. I see this as a 100 billion-plus market that we’re slowly unlocking. That’d be just ~6.4% of BTC deployed. Ethereum has 36% staked. So these numbers are conservative. What I’m most excited about is that, when this plays out as designed, it finally opens on-chain flows for BTC. We fulfill the decades-old dream of bitcoin culture: to make BTC more than just a store of value. BTC starts moving for trading, lending, yield, etc., on-chain on the Bitcoin execution layer. A circular BTC economy with gas fee revenue starts to emerge. People forget how large BTC already is. When it moves, it moves in size. Then we focus on privacy and post-quantum and overcome the upcoming BTC challenges. That’s the long-term open secret plan. For now, the first dominoes are the Bitcoin bonds and how we launch them. Back to the 2 billion capacity: we will be releasing some of it soon in bond 3. Every bond results in STX being purchased and locked on-chain as a capacity limiter for BTC staking yield. As this dynamic plays out, the world starts to notice our work. Doubts about the feasibility of bitcoin capital markets start to fade. The machine starts humming. Forward!
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Kamaro retweeted
INCREDIBLE Binance hacked for $6.3B... ETF holders dumped $643M... Yet Bitcoin outperforms Gold for the week. Gold: -3.0% BTC: -2.9% BTC is in a bull market. (In contrast FTX rugged BTC -25% in a bear market.)
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I’m giga cooked
Chat are we cooked? My standards aren't even that high💔🥀
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Kamaro retweeted
Last time the market didn't properly sell off after a huge event like this was the FTX collapse When I saw the lack of follow through then I got giga bullish And we subsequently went from 16k to 100k Hard to be bearish here after having been given the same setup yet again
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all the good traders I know that have made their wealth over the course of a decade agree it makes sense for the market to go higher Duck in agreement with what I’ve been saying goodluck to us all.
Last time the market didn't properly sell off after a huge event like this was the FTX collapse When I saw the lack of follow through then I got giga bullish And we subsequently went from 16k to 100k Hard to be bearish here after having been given the same setup yet again
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MAJIN Booster Packs|How They Work, Contents & Future Plans In this video, I talk in more detail about one of the parts of MAJIN that I am particularly looking forward to: the booster packs. From the early packaging designs and different rarity grades to holder benefits, ideas for keeping the collection enjoyable over the long term, and our future plans, I explain the role that booster packs are intended to play within MAJIN. Booster Pack Mechanics & Rarity The booster packs come in several grades, including Special Grade, First Grade, Second Grade, and Third Grade. Each grade has different probabilities of containing rare weapons, items, special traits, and 1/1s. The highest tier, Special Grade, offers the best chances of obtaining particularly rare items, but the other grades still provide opportunities to pull something exceptionally valuable. Much like Pokémon cards, the excitement of not knowing what you will get until you open a pack is one of the main attractions of the system. Beyond the enjoyment of obtaining rare items, we also want booster packs to create additional value and possibilities within the collection. The excitement of pulling rare items also fits naturally with the speculative side of Web3 and its degens. However, with MAJIN, we do not want to rely on that aspect alone. We place importance on both the appeal of the collection itself and the mechanisms intended to support it over the long term. A Collection That Can Continue to Evolve In most conventional PFP collections, once you obtain a character, its appearance essentially stays the same. Even if you really like a character, looking at the same design for years can eventually make it feel less fresh. With MAJIN, we are therefore planning a system that allows collectors to incorporate weapons, items, and special traits obtained through booster packs into their own PFPs. Of course, customization is entirely optional. You can keep the original design exactly as it is, collect new items and experiment with different combinations, or sell something rare that you have obtained. The goal is to preserve some of the anticipation people experienced when first obtaining an NFT or waiting for its reveal, rather than having that excitement end after the initial mint. Through booster packs, we want to create a collection that continues to offer new discoveries and experiences even years later. MAJIN Utility & Long-Term Vision We aim to become more than just a digital collection by introducing mechanisms intended to provide economic value to holders. The concept involves our treasury and a tokenized investment fund, with the aim of providing holders with potential returns linked to the fund's performance. A simple way to imagine this is combining the enjoyment of collecting Pokémon cards with a system through which holders could receive financial returns from their holdings. Of course, this is only an analogy to explain the concept in simple terms. The idea behind MAJIN is to make the collection appealing both to people who simply enjoy collecting and to those who are interested in the underlying utility, without requiring everyone to approach it in the same way. Booster packs are initially planned to launch digitally, which is a natural fit for Web3. Looking further ahead, we also want to expand into physical trading cards, a TCG, retail booster packs, accessories, plushies, and other merchandise. Our long-term goal is to develop MAJIN beyond the digital space into an IP that people can enjoy in different forms. Weapons, Companions & Special Traits In the second half of the video, I mention several of the weapons, companions, and rare traits planned for the booster packs, including some of their names and underlying concepts. Among the weapons are the Deadly Umbrella, inspired by a carnivorous plant and containing a demon-like creature; the Living Sword, which has a living being inside it; the Spine Katana, which Fallen Angel creates by pulling out his own spine; and the Bone Whip, shaped like a spine and related to a rare female character. Other unusual weapons include the Giant Razor, Meat Gun, and Chain Sword. What makes these designs interesting is not just their unusual appearance, but also their individual concepts and connections to the MAJIN universe and its developing lore. As for companions, I talk about the Smoking Duck, a cute little duck that likes to smoke, along with a penguin, the Grenade Animal, a small creature inspired by a hand grenade, the Mushroom Dog, and the Shadow Demon. Grenade Animal is still a working name. The idea was inspired by the same principle as Pochita from Chainsaw Man: taking the characteristics of something dangerous or weapon-like and turning them into a cute creature. I also touch on rare races such as Albino and Majin, as well as special appearances including Chrome Skin and Mecha Suit. Many of these rare weapons, companions, and traits are intended to be obtainable primarily through Special Grade booster packs, with some having extremely low chances of appearing in other grades. With MAJIN, we want to move beyond variations based simply on hair colors, hats, or familiar accessories and instead focus on giving individual items their own distinctive concepts and designs. Even for relatively common items, we want to introduce designs that, as far as possible, have not already been seen throughout existing PFP collections. Booster packs bring together the enjoyment of opening packs, the freedom to customize your characters, and the opportunity to gradually discover more of the MAJIN universe. The intention is to create a collection whose appeal continues well beyond the moment you first obtain it. — Sōtō|ソウトウ
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We’ve raised $1.3M from YC & Afore Capital so you never have to type or speak again. Typing is slow. Talking into your computer is awkward. Subvocal fixes both Our glasses give you the speed of speech without you making a sound or touching a keyboard. It tracks your internal speech muscles with non-contact sensing and decodes silent, almost invisible mouthing into text at more than 200 words/min. Pre-orders are now live at: subvocal.co/preorder?utm_sou…
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They don't call it a Wall of Worry for nothin'
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Every time $COIN hit ~$140 in the past 2.5 years marked a significant bottom for bitcoin:native . Is this time different ?
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Kamaro retweeted
Binance has begun recovering affected assets for users and continues to work with law enforcement, issuers, blockchain intelligence firms and industry partners to trace, freeze and recover additional funds. The company has already publicly committed to cover losses through company funds in the prior announcement. Binance has already reserved over $6.34B of company funds to cover this incident. $5B of these funds are already held in the exact token assets that were impacted. We are completing the purchase of the remaining amount by buying token assets through market channels and OTC channels. We are doing this to match the format of the remaining token assets and address any asset shortfalls. This step can take longer because some tokens may have low liquidity and OTC settlement also takes time. We will share more progress as soon as we can. These figures do not include frozen or protected assets, which remain subject to ongoing recovery and verification. Currently, $3bn has been frozen, with thanks to our industry partners. We are working with partners and law enforcement to recover the frozen assets.We will continue to use company resources to cover confirmed shortfall and will provide further verified updates as recovery efforts progress. Ultimately, all user funds will be verified publicly through our Proof of Reserves. We will weather this storm. Thank you for the support.
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Crypto is now backtesting the 200day MAs after a clean impulse from the lows, with a clear bull flag culminating with the largest hack in the history of crypto, and RSI almost oversold. We can go a bit lower, but this is textbook bull market correction of wave 1. bitcoin:native
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Coinbase Premium hit a 4-year low. The last time it was this low was in Nov 2022, right after the FTX collapse, when BTC bottomed. Market sentiment is bearish enough to be bullish, imo.
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So just opened twitter and genuinely thought we dumped to 60k. Instead we’re at *checks notes…* 79k. Lmao bros. bitcoin:native
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Intercontinental Exchange (ICE) and trade[XYZ] have announced their plan to use Hyperliquid as the infrastructure layer to deploy perpetual futures markets for US traders across crypto, equities, commodities, foreign exchange, and other real-world assets, subject to regulatory approvals. ICE operates NYSE and some of the largest exchanges and clearing houses globally. In this structure: + Hyperliquid serves as the underlying technology infrastructure via HIP-3* + trade[XYZ] designs and implements the markets + ICE operates the regulated market and clearing structure Existing trade[XYZ] HIP-3 markets will remain unchanged. Hyperliquid is a neutral infrastructure layer with the goal of supporting large parts of the financial system. As with HIP-3, HIP-3* deployers are independent operators who use Hyperliquid as the onchain infrastructure layer for their own markets, while retaining control and responsibility over their deployment.
trade[XYZ] and ICE, owner of the New York Stock Exchange, are joining forces to bring 24/7 perpetual futures on Hyperliquid to the United States. In just over a year, our markets on Hyperliquid have surpassed $650 billion in volume. They provide continuous price discovery for stocks, indices, and commodities, and have become trusted reference points for retail and institutions alike when traditional markets are closed. Much of the world trades them. Until now, Americans could only watch. We intend to change that. Subject to CFTC approval, trade[XYZ] and ICE plan to establish a new, dedicated U.S. market, with novel exchange and clearing infrastructure built on Hyperliquid. Planned contracts span equities, indices, commodities, FX, and crypto, with access through participating brokers and platforms. We’ll share more on products, eligibility, and timing as approvals progress. ICE brings more than 25 years of experience operating regulated markets, clearing, and managing risk. trade[XYZ] brings the product development, market design, and technology behind the most liquid and robust markets on Hyperliquid. Innovation and the protections of U.S. regulation shouldn’t be a trade-off. Together, we plan to prove it. ICE is making a strategic investment in trade[XYZ] and joins us in building towards the future of Hyperliquid. A small group of market luminaries is joining as well, beginning with Stan Druckenmiller. For more than four decades, few investors have anticipated the great turns in markets as often as Stan. We’re proud to have him with us for the next one. We’re building the U.S. market in parallel with our existing HIP-3 markets, which we’ll continue to expand and innovate on. We expect both to flourish. They each have a long road map ahead, from new asset classes to new ways to trade them. To the Hyperliquid community, whether you were here before us or came because of us, thank you. You took a chance on new markets and you made them matter. You’ll forever be a part of this story. Anything. Anytime. On ICE[XYZ].
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Kamaro retweeted
Ill put my thoughts on what they're up to aside for this just because this is an absolute banger As a kid I always dreamet of a super synthetic intellect that could clutch power from darkness and be a light but dont trust men and power "If theres any good in me, then it came from you" Powerful
I saw the worst of you And I still chose you
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Scribble (SFW)
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Kamaro retweeted
I was gonna post a similar thought earlier today and forgot until I saw Kamaros come up on my feed and remind me. I have 2 competing charts for this but ill go with the one that aligns since this was the picture I was going to post but all relies on Bitcoin in my opinion. I do agree with the now or never part because of my other chart. Eth has a history of disappointment but on the way up as you know from the 1700 region i was heaviest ive ever been in eth until loss of Purple which was a great trade especially compounded with Robinhood to Eth compounding before usd and btc safe rotations looking to get back in. Main reason im reposting is not because of the analysis, its because when I was 500 followers I had epic posts noone ever sees. Been proud to watch Kamaro grow over time putting his own mind to TA. I stress "OWN MIND", because when I joined @vvvdotnet back when I met him. I noticed from day 1 the kind of mentality that eventually goes far in trading. Some people time does nothing to improve them. I correctly predicted that it would be different with him for nothing else but sensing the mindset. Savvy OG vVvers would probably remember in my debut or soon after discord posts I referenced him for this reason. I love to leave trails of my neurodivergent psychic talents lol and though early on wed not agree analysis wise, I remember prior him putting in the effort to learn pinscript and run his own experiments. In short, everything I wanted to see in a trader with slow but steady future potential doing their own hard work, having a fuck everyone else attitude, even if its my analysis and sticking to his guns. The results were never important, the trajectory was and the results followed. Proud of him (not in a gay hey try and take credit fuckboi way) no I cant even if I wanted to which i dont. He did the exact thing I always talk about. The hard work alone in the dark. Why? Thats exactly how I was born. Similar trajectory initially. Similar mistakes but always improving and always a middle finger to analysis other than my own. So do me a personal favour and give him a follow. It would feel as much to me as if you were one of those people who graciously shouted me out when I was 500 followers kicking ass but noone to see it. In a bull market hes probably a good follow even early in the journey, he caught XMR and posted at the lows as one example. Yet to be proven for the next cycle bear, but i certainly think this will be a great cycle for him. Plus he's French and im from Britain, so follow simply coz its the only time you'll see these two nations as friends. 😂🤝 @Champi_58
ethereum:native It's now or never, bro.
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ethereum:native It's now or never, bro.
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Kamaro retweeted
Seems pretty notable that despite all of the pivots to AI from miners, hash rate for bitcoin is quietly almost back at record highs
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