B (@HeroicMissions) profile picture

Thematic full pots

Joined June 2021
Photo by B (@HeroicMissions)Photo by B (@HeroicMissions)Photo by B (@HeroicMissions)Photo by B (@HeroicMissions)Photo by B (@HeroicMissions)Photo by B (@HeroicMissions)Photo by B (@HeroicMissions)Photo by B (@HeroicMissions)Photo by B (@HeroicMissions)Photo by B (@HeroicMissions)
My goal is to make 6 figures a month not annually
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In mid-September, we made the decision to allocate a large chunk of our dev resources towards auditing and further improving protocol security. This included additional audits of both the codebase and our operations, AI-enabled pentesting, red teaming, and more. Public mainnet is now right around the corner, and the trading API is being rolled out to a small set of whitelisted alpha testers before being publicly launched this month. We remain on track for this year’s TGE and major partnership announcements that we alluded to in our tokenomics update. Expect to hear much more from us beginning later this month!
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I think the meta of this cycle is, traders are getting fucked, this shit is impossible to trade. Believe in something. If you're into trading pivot to buying and doing NOTHING.
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Our structural edge is a broker-like model
. @variational_lvs lays out why nobody built the "Variational" model earlier, and why he doesn't expect to stay the only one doing it "There's a lot of great reasons why people are rebuilding order books in crypto, and we saw the success of Hyperliquid. I'm a huge fan and was a very early user of that. There's a lot of merits to building exchange infrastructure." "It's not our main structural edge. Our structural edge is the broker-like model. We architected variational to work exactly for this - RFQ for order matching, broker-like model for trading and settling and clearing." "We've been working with many of these large financial institutions for years to get them comfortable with doing this. It's the culmination of a very long amount of effort. We were able to be the first to do it. We won't be the last, but I hope and expect it will continue to be the biggest." @variational_io
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Variational is now the largest on-chain venue by volume for RWA derivatives (perps and swaps). We're just getting started.
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Crazy how even today a lot of people believe Variational's success is due to points Variational volume was really low for nearly one year after the first points, everything changed when Swaps got introduced Swaps are just a better product for RWA traders, why would they stay on Trade to pay high fees and get rekt by funding rates? If you're a Variational bear, try to understand what's happening right now before it's too late Variational is not another Paradex/GRVT/EdgeX
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When the goated prediction market has perps live now, it's gonna be so ADDICTING. 🔥
Polymarket Perps is live. Up to 20x leverage on crypto, stocks, commodities, & more. Deepest liquidity, lowest fees. Long BTC, predict the Fed, short the S&P reaction — only on Polymarket⁠.com 👉 polymarket.com/perps
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Remember: we'll be listing swaps at the same pace we introduced 100 RWA perps earlier this summer. Even the Variational community isn't yet prepared for the scale we're aiming for. Swaps > perps.
A swap for $US500 is now live with zero fees, up to 10x leverage, and direct TradFi liquidity. The initial OI limit has been set to $50M and will be raised in the future.
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$hype will go to 200-250$ by q2 2027 it will flip $hood peak market cap (or at least, 60% of hood peak mc). $hood going 10x+ in a single year to 130billion mcap is normal for fintechs of this size. $hype only 10bil market cap now. i dont think market has priced nor fully understood the ripple effects of the recent NYSE integration. this is bigger than crypto. if anything its proof of the thesis that a single ultra-ecosystem that properly uses blockchain as a stepping stone to eat all of finance, will come true. parking 30% of my entire nw into $hype at 37.5$, happy to bid on any dips this 6months
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I'm starting to like Gold more. Feels like a Goldilocks situation for Gold. - Sticky inflation - Govt trying to keep rising long term rates contained - Market doubting the Fed credibility as a result and dollar debasement
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B retweeted
ignore my magic lines but like what do you do with some of these charts after the bounces they've had? they just go up forever again? was pretty bearish coming into the week and dont think im ready to change that now
documenting this for the historical record because i think it's the most mentally ill perp book to ever exist
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Isolated margin is now live! Isolated margin has been a highly requested feature, and is a necessary step toward swaps. Markets that close (swaps) can't share margin with markets that don't (perps). Choose isolated or cross margin on any position, starting now.
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Maslow hierarchy of needs changes with the weather Above 32 degrees, its cold beer and truffle fries
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getting drunk on a plane and watching inception for the 27th time on the box screen is the peak traveller experience.
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$SOXL In recent past, after SOXL puts in its high time frame move and blows off, it’s simply over for a few quarters.
$SOXL Fitting… settles cash hours completely flat. This thing Hindenburg’d immediately off the open update, Goes to show you can be mad about closing a trade early when it proceeds to go 15x, only for it settle at $0 seven hours later. Always take the money.
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spot and chill season use only weekly and monthly overcoming bear market ptsd is hard but trying
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This is the face of a man who will double $INTC market cap
Super excited to welcome my close friend Seok-Hee Lee back to Intel! @seokhee4 is a highly regarded semiconductor process integration expert and successful CEO (SK Hynix). Early in his career, he spent over 10 years at @intel, contributing to several critical Intel process technologies. He will now oversee our advanced packaging technology development and drive exciting new system integration projects! Advanced packaging and system integration are increasingly critical areas for Intel Foundry and for the future of computing. Seok-Hee will help Intel accelerate the ramp of our industry leading EMIB-T and HBI technologies. I look forward to partnering with him and have him rejoin Intel at this critical time! newsroom.intel.com/corporate…
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Super excited to welcome my close friend Seok-Hee Lee back to Intel! @seokhee4 is a highly regarded semiconductor process integration expert and successful CEO (SK Hynix). Early in his career, he spent over 10 years at @intel, contributing to several critical Intel process technologies. He will now oversee our advanced packaging technology development and drive exciting new system integration projects! Advanced packaging and system integration are increasingly critical areas for Intel Foundry and for the future of computing. Seok-Hee will help Intel accelerate the ramp of our industry leading EMIB-T and HBI technologies. I look forward to partnering with him and have him rejoin Intel at this critical time! newsroom.intel.com/corporate…
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海力士今天又是6个点, 啥也不用研究, 啥也不要做, 做得多错的多,时间会给你一切, 花里胡哨在那天天研究没屌用, 捏住海力士躺平就够了。
今天把大部分仓位换到了 #sk海力士 正股和 #2x海力士 。 有几个原因 1.下个月海力士美股adr 2.下个月hbm4e送样 3.下个月23号海力士q2财报 4.美光6.18号财报对于美光自己涨跌都有可能,但对于海力士就是可预测的提振刺激。 5.adr后的海力士分红计划和回购计划。 6.怕其他股票因为涨幅波动,变相在海力士里面防守。
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A good barometer to determine if its worth participating in crypto is simple Is trading crypto easier than equities or vice versa only participate when above statement is true
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