Exxi retweeted
hey @bubblemaps
do you remember how you came to exist?
in 2024, I remember when no1 had ever heard of bubblemaps.
@the__solstice shilled 4 coins to over $50m+ at the time: $Neiro, $Ginnan, $Snibbu, and $Mumu
Several of them went to $100m after.
@bubblemaps actually owes your entire business to this man for putting you on the map so you could rug solana:FQgtfugBdpFN7PZ6NdPrZpVLDBrPGxXesi4gVu3vErhY.
would be the 3rd time m claims against @the__solstice and your first two articles were about him.
Coming back in the Big 26 to make the same playbook, hats off fellas. You’re so cool.
1/ An investigation into @The__Solstice, top #3 social trader, and his ties to a massive bundling operation
Comment section an actual goldmine for RH. So many of the most prominent voices chiming in and yet, not a single response to any of them.
hey there, fern here. Normally I just post food pics but today I woke up and wanted to check in and get some feedback as we near 100 days of Robinhood Chain being live.
in addition to my unpaid role as an unofficial pizza influencer, my day job is leading our onchain and DeFi products at @RobinhoodCrypto
listening to the people is key, so I want to know:
what can we do to make the onchain ecosystem work better for you? What do you like? Hate? Anything we’re missing?
what do you want to see from our next 100 days that you havne't seen so far?
and for good measure, here's my pizza from last night to stay on brand.
thanks to everyone supporting what we're doing. It's been an exciting ride so far.
Where does $zevio @zeviodotsh get their inference? Openrouter, Orbio, their personal accounts at openai and anthropic?
Exxi retweeted
Introducing @papertrade_xyz - a fair-launched, fully-onchain perpetuals exchange built on Hyperliquid by @izebel_eth & @blurr
-1000x leverage
-0 slippage
-No funding costs
-Self-bootstrapping LP
Coming soon. Learn more at: docs.papertrade.xyz
Exxi retweeted
Learn more about PaperDAO here: paperdao.xyz
Learn more about Papertrade here: papertrade.xyz
Follow Papertrade team: teapaw.org/izebel_eth and teapaw.org/blurr
Follow DaosWorld: teapaw.org/daosdotworld
marked safe from converting my deposits 😂 shit was gone in under 20 seconds
This Post is from a suspended account. Learn more
Exxi retweeted
A lot of people are saying PONS is the flippers launchpad.
What if the data shows that even flippers lose more often on PONS than on LONG.
You are nearly 2x more likely to win flipping on LONG than on the supposed "flippers launchpad".
More than 1/3 of all positions that were closed within an hour on LONG were positive. On PONS only 1/5 of these made any profit.
The data also reveals the obvious. Holders on LONG are almost 3x more likely to make money than on PONS.
The chances of making money are much worse on PONS in any case.
LONG introduces a new mechanism that incentivizes holders. PONS just build another Pumpfun on Robinhood.
This was fun! Should've read all the answers before choosing one on the 1/14, derp. Well written and easy to read whitepaper @standard_rsv
if you read the Standard Reserve whitepaper, take this exam to prove you did
> 14 questions
> 20s each
score at least 8/14 and you’re officially qualified to be a @standard_rsv banker
standardexam.vercel.app
Exxi retweeted
important note(and a personal tip)
How we align in with one key idea: largest trad fi players (e.g Robinhood), crypto and retail traders?
We will start seeing LONG pools becoming a deflationary force on stocks(never done before) this is the greatest super power of major like ETH, unlocking this power for stocks will be one of the biggest paradigm shifts in history of finance.
I built my entire career in crypto pitching different models and ideas to non natives (always focused on net new audience + flows) I understand the nuance of how explain crypto without making it sounds like a scam or borderline illegal.
I know it's tempting to think about how LONG markets can potentially "run" the stock but I want to provide a better framing.
Trad Fi stock markets are extremely efficient every drop of order flow is being predicated ahead of time and the large players will simply run models to arb it and preserve price stability above all. They can do the exact same thing with crypto stock pools, But they won't be able to do it over long term horizon once locked stock in LP is large enough.
what they don't yet account for is stock token flows + deep liquidity. The LONG approach is not just a massive 0-1 moment for crypto but it's a 0-1 moment for stock markets as well.
This is who we're going against. And I'm trying to run a very LONG term play here where we increase the liquidity network effects to the point the system as a whole becoming anti fragile. Instead of going into a fight against citadel and Jane street or large cap stocks I want to make it their *interest* to support our market activity.
Our top $NVDA pair had more than $500k worth of stock locked in LP as we grow it at some point we are not just "squeezing" the stocks we create a new asset class that is correlated with the stock but provides better store of value.
The comparative for stock pairs is buying the stock directly, what we are trying to to do with LONG is making assets so deep in liquidity that allocating for them is like buying a stock of Berkshire Hathaway that is famesoly known to hold major stocks for many years, this is simply how LP works in crypto. But it's even better because the LONG assets are not owned by a single entity that cna just exit and sell all stock it's a more high level and complex social belief system.
LONG.
Exxi retweeted
Whats the hype around TEEs? Every serious cryptographer i talk with have some passionate hate for them + they are breakable on the hardware level
Yet we pretend them somehow bring full privacy, for inference demand (openrouter) is also quite low for ‘private’ inference
Privacy is something binary, either you have it or you dont imo
Exxi retweeted
(I recommend reading this for anyone currently invested in the market or interested in learning what's going on)
🦔$2.6 trillion in S&P 500 call options traded in a single session yesterday, the highest single-day notional volume in the history of the index. The chart above shows what that growth curve actually looks like, with daily call volume sitting under $200 billion as recently as 2019 and now running at multiples of that on a regular basis. The combination of zero-day-to-expiration options, retail platforms that gamified options trading, and algorithmic market makers running delta-neutral books has turned the largest equity index in the world into something closer to a leveraged casino than a price discovery mechanism.
My Take
I want to walk through what is actually happening here because most retail traders chasing these calls do not understand the machinery on the other side of their trades. When you buy a call option, a market maker like Citadel or Jane Street sells it to you and then buys the underlying stock to hedge their exposure. As the stock price rises, they buy more shares to stay neutral, which pushes the price higher, which pulls in more retail call buyers, which forces more hedging. This is called a gamma squeeze, and it works in both directions. The same mechanic that drives prices up violently can pull them down even faster when the flow reverses, which is why these moves tend to end in sharp drawdowns rather than gentle corrections.
The piece that worries me as someone who covers this stuff is how much of this volume is concentrated in zero-day options that expire the same session. A retail trader buying a $5 call that expires at 4 PM is taking a position with leverage that would have required a margin account and a series-7 license twenty years ago, and the platforms now make it as easy as ordering takeout. Market makers love this volume because they make money on the spread regardless of direction, but the buyers on the other side are absorbing all the risk in a structure designed to extract pennies from them at scale. If you take nothing else from this post, understand that $2.6 trillion in daily call volume is not a sign the market is healthy, it is a sign that speculation has overwhelmed investment, and historically that pattern resolves in ways that hurt the people who came late to it. I am not telling anyone what to do with their money, but knowing how the machinery works is how you avoid being the exit liquidity for someone else's algorithm.
Hedgie🤗
Exxi retweeted
gm. would love to onboard you to avici, you go directly to self custody, No lame upfront fees and 0% fees,
$100k = $100k USDC
left you a DM.
teapaw.org/AviciMoney/status/2011…
We introduced Named virtual accounts to make Avici a real alternative to a normal bank account for the internet age.
Self custody. Fiat compatible. Global on @solana
Here’s why this matters and how it works ↓
Exxi retweeted
We're now learning of a French tax agent who used privileged access to find and target cryptocurrency owners on behalf of an unknown third party.
leparisien.fr/faits-divers/l…
Exxi retweeted
A lot of people instantly turned bearish when @RamXBT mentioned Avici might raise again soon
This isn’t a traditional crypto “raise.” This is a fintech scaling moment, and the context matters
Early-stage fintechs like:
- Revolut
- Wise
- Stripe
- CashApp
- N26
All raised multiple rounds early because scaling financial infrastructure is expensive:
✅ licensing
✅ compliance
✅ payment rails
✅ virtual account partners
✅ settlement infrastructure
✅ fraud prevention
✅ card issuing
✅ treasury ops
The fact that @avici is already processing millions per month makes it normal that they raise for scaling their infra. Raising money to support hypergrowth is bullish, not bearish
It means the product is working too well that they need more capacity and imo that’s the best problem a startup can have...
+ the sale will only happen IF holders approve it, this is why Futarchy matters
This part is what most people ignore, Avici cannot raise anything unless OWNERS approve it via Futarchy
This isn’t:
❌ founders deciding
❌ backroom deals
❌ VC allocation insider dumping
❌ traditional ICO dilution
Instead, it's:
✅ holders voting
✅ market outcomes deciding
✅ aligned incentives
✅ transparent proposals
This is exactly why @MetaDAOProject Futarchy is 10x superior to ICO models, holders control the dilution, the raise, and the structure, Founders cannot force anything
In any other crypto project, the founder would simply announce the raise and dilute you
If the raise accelerates growth, so ownership becomes more valuable
If the raise is unnecessary, then holders reject it, and no dilution happens
This creates a smart filter, only the raises that increase owner value ever get approved
Most people are bearish because they still think in old-ICO mental models
People associate new raises with team dilution, greed, mismanagement, supply nuking, rug potential, desperation, etc
But none of this applies here because:
1⃣ Avici is not a “hype token,” it is a scaling fintech
2⃣ Futarchy prevents founders from diluting without approval
3⃣ All details will be on-chain and market-validated
4⃣ Raises fund infra expansion, not runway
5⃣ Growth metrics justify scaling spending
People will eventually realize that you can't compare Avici to meme projects... You have to compare it to real fintech companies that scale like startups
Made this TLDR below, picking the best parts from the article for anyone interested:
➡️ $2.9M credit created (2×), $2.5M spend volume (3×), 55k transactions (3×), 16.2k MAU (2×). For month 2, these numbers are insane and show real product-market fit
➡️ People aren’t just testing the card; they’re actively using it. High retention this early is rare in fintech and signals long-term stickiness
➡️ Named virtual accounts + MoonPay partnership are the biggest unlock so far: Off-ramps now arrive as normal bank transfers under the user’s own name.
➡️ Biz cards + institutional-grade Solana wallet infra shipped: This expands Avici from consumer fintech into business + high-value money flows
➡️ Public dashboards, viral marketing, new dev hires, new infra, LATAM GTM, all in one month
➡️ Some issues still need fixing but they’re transparent about it: Card balance withdrawal bugs, better wallet analytics, LATAM focus
➡️ Revenue is growing but they are reinvesting everything for marketshare: Interchange + card sales are already meaningful, but the plan is to use it as cashback
➡️ Team supply / new raise will be proposed transparently: Proposal likely Dec/Jan, and holders will need to approve it, this is why Futarchy matters
➡️ “Avi” is coming, personalization + deeper user experience: They want Avici to become people’s financial home, not just a spending card. More personalization = higher retention and bigger revenue per user
➡️ Metal cards + cashback targeting high spenders: Once spend volume 2-3×, interchange becomes big enough to reward users aggressively
➡️ They will double down on global + localized branding now that people get the narrative
The People’s bank
Ownership Supercycle
Exxi retweeted
Chat Control trilogue negotiations to start 9 December – the EU Commission continues to spread misinformation about the Chat Control proposal.
Today, EU Commissioner Magnus Brunner visited the European Parliament and announced that the trilogue negotiations on Chat Control will begin next week, on 9 December, with the ambition of being completed before April 2026.
During the questions from the MEPs, it was obvious that Magnus Brunner is following in the exact footsteps of former Commissioner Ylva Johansson. He stated that he is not satisfied with the Council’s compromise proposal; in his view, the scanning does not go far enough.
During the questions from the MEPs, Brunner continued to spread the Commission’s Chat Control misinformation.
Markéta Gregorová, from the Czech Pirate Party, compared the Commission’s proposal to the police opening all envelopes in the physical world and asked Brunner a direct question: “Since both the Parliament and the Council have decided to question your approach (no mandatory scanning), will you play an honest broker in the negotiations in the upcoming trilogues or will you be pushing for more scanning?”
Magnus Brunner:
“I think our scanning suggestion was quite … we were suggesting a targeted scanning. I don’t quite understand … is that really what you are saying, that you want to compare protecting our children to privacy of opening up envelopes?”
Markéta Gregorová: “That’s what’s in your proposal.”
Magnus Brunner:
“First of all, we must protect our children from this harm, to be honest, there are criminals, I think we have to do everything to protect them, I don’t quite understand why you sort of always balance … in this case I’m really clear, our first of all priority is to protect our children from this abuse. We don’t have to agree on everything. Me as a father … it’s incredible, what’s happening in this world. It’s not about Chat Control, it’s a complete misunderstanding, no it’s not about Chat Control it’s about protecting our children and it’s about fighting against pedophiles, that’s what it’s about. That’s my approach, it’s not about open envelopes or Chat Control.”
Magnus Brunner follows the Commission’s tradition of just answering “what about the children” on every question, and continues to spread the misinformation that Chat Control is targeted scanning.
Birgit Sippel, from the Social Democratic Party of Germany, also asked for figures never mentioned in the discussion:
“There’s one figure I didn’t hear, and that’s just how many children have been saved from these situations of abuse, because of digital investigations, how many have been protected from these cases of abuse? I haven’t found any figures on that."
Magnus Brunner: “On identified victims, I don’t have any specific figures.”
Since Chat Control has been up for discussion for almost four years now, it would be remarkable if Magnus Brunner did not understand what his own commission is proposing. Therefore, the only plausible explanation is that he is consciously following in Ylva Johansson’s footsteps, striving to mislead the EU population. It seems certain that he, in the event of a “failed” Chat Control negotiation, will continue working toward mandatory mass surveillance through the ProtectEU initiative. We remind once again of the corrupt origins of Chat Control and what truly lies behind the legislative proposal: mullvad.net/blog/mullvad-vpn…
The European Commission will not be an honest party when they lead the negotiations next week. We can only hope that the Parliament stands firm. Javier Zarzalejos, who is the chairman of LIBE (Committee on Civil Liberties, Justice and Home Affairs) in the Parliament, was straightforward on the Parliament’s position: ”The proposition from the Commission was very problematic in some areas. All political groups finally supported report of the Parliament and we will to the trilogues with such strong mandate of the Parliament.”
