𝘾⃥𝙮⃥𝙗⃥𝙚⃥𝙧⃥𝙥⃥𝙪⃥𝙣⃥𝙠⃥ | Let there be dark | @pepecoins 𝔹ased | Believe in something
on-chain
Joined September 2021
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Tokyo 𝔹urrito retweeted
This is something I don't get about solano culture.
An app that is an offchain business, with closed source software, that takes money from onchain users and siphons it offchain to their real world equity, is not something to gloat about.
For the sake of consistency, the same goes for MM swap fees and Uniswap front end fees btw.
If money is made onchain then siphoned offchain to centralized businesses, that is NOT good for the onchain economy.
Curve, Aave, Maker, Ethena, Hyperliquid, all vary in decentralization (some are some aren't) but they all have one thing in common --the money made onchain stays onchain or is redistributed to token holders.
Tokyo 𝔹urrito retweeted
It's been fun guys
You guys wanted so bad to retire on memes
But 99.99% of you have lost 80-100% of your net worth on them instead
You are the problem and you gamble on everything that launches
You blame the market on Melania token, but you also just aped one the 100+ CZ vegetable dog coins
Extraction extraction extraction
You have been burning your money away day by day, some even losing all of it on a single trade
This market burning to the ground and some of you haven't even looked up to see the house on fire
This is going to be a devastating year for many and much of this matter is already in a bear market with very little chance to recover
No new money
Most everything the last 6 months has been extraction and liquidity draining
You will go back to your 9-5s to get more money, just to come back and lose it all again next cycle
We had 2 years to make money since the bottom of last year market and you decided to gamble all of it on memes
And you will come back next the and repeat the same mistakes again
We're experiencing price capitulation..we still need time capitulation
Only a few select coins will perform this year.. and it's probably not your 37th celebrity dog coin
Tokyo 𝔹urrito retweeted
My NEW Official Trump Meme is HERE! It’s time to celebrate everything we stand for: WINNING! Join my very special Trump Community. GET YOUR $TRUMP NOW. Go to gettrumpmemes.com/ — Have Fun!
Tokyo 𝔹urrito retweeted
Binance-owned @CoinMarketCap has hard coded $HYPE to rank #201.
FYI $HYPE is currently at 7.64B, that would place it at the 26th spot, just below $APT
Clearly, CMC is keeping @HyperliquidX out of the top ranks. But what's going on? I've never seen this happen so blatantly before. Something smells like fear.
Don't believe me?
Check it out for yourself: coinmarketcap.com/currencies…
While you're on it might as well give the Hyperliquid page a star.
$HYPE > $BNB
CZ has hard coded $HYPE to the third page (rank #201) on coinmarketcap.
This is unlikely to change until his TWAPs are complete.
off-chain Hyperliquid is afraid, but total victory is inevitable.
Tokyo 𝔹urrito retweeted
This ONE entity just started a 12 Million Dollar TWAP Buy into $HYPE
This has to be either Binance or OKX
Seems to big to be MEXC or Gate
hypurrscan.io/address/0xa94a…
Tokyo 𝔹urrito retweeted
GCR joined the HYPE, PURR and HFUN party
1) Doxxed EigenLayer address: 0x2fe3293FBFB270a21c870Cf3d2c36B6490BE68e1
2) Funded by 1) 0x37cbd9Eb9c9Ef1Ec23fdc27686E44cF557e8A4F8
Welcome to the party king
Tokyo 𝔹urrito retweeted
刚拿到了@bubblemaps v2 的使用资格，目前只支持eth链和base链，地址关联已经强到可以识别整条链上任何代币的地址间交互了，地址库收录了所有官方地址包括robinhood的都有，同时有timemap可以查询任何时刻的地址关联信息，目前我看到的市面最强的工具
这个号有十个邀请资格，试验了两个给群友，剩下在这个post下抽 8 个名额，老规矩三连就能进奖池
感觉我要变成抽奖博主了🤣，祝大家好运
Tokyo 𝔹urrito retweeted
zoomer: [ ZOOMER ]
MICROSTRATEGY TO SELL $2.6B OF NOTES UPSIZING FROM PREVIOUS $1.75B SALE, USE PROCEEDS TO BUY BITCOIN
zoomer: [ ZOOMER ] 微策略将出售价值 26 亿美元的票据，较之前出售的 17.5 亿美元增加，并将用所得购买比特币
teapaw.org/zoomerfied/statu…
Tokyo 𝔹urrito retweeted
如果沒看上下文的話，大部分人可能會覺得我跟神經病一樣，一下子看熊，一下子又看牛，到底是怎樣？
我先說結論
對BTC長線樂觀
對山寨長線悲觀
Q4 開始對 BTC 來說是牛市，對山寨來說，只是一波大反彈，撇除 $SOL （賭場籌碼概念）跟 $DOGE （大選概念）等少數幣種外，我認為絕大多數山寨都漲不回三月高點，但不妨礙短線衝一波賺錢，給山寨的上漲時間窗口約有 1-1.5 個月。
目前這波漲幅是 front run 川普上任後監管放鬆的預期，但實際上場內還是一堆問題：
1. 項目估值過高
2. 大部分項目無造血能力，概念>實際應用
3. 代幣與項目發展無實質掛鉤
舉個例子
Polymarket 是本週期的超級應用，主網Polygon有補獲到應用的價值嗎？有反映在幣價上嗎？ $MATIC 今年3月高點在 $1.27，現在不到 $0.4，在大選最瘋狂、賭注下最兇的時候，也完全跑不贏大盤
為什麼呢？因為 $MATIC 不是 Polymarket下注的籌碼，USDC 才是
綜觀過往週期， 主網概念項目能漲，靠的都是籌碼概念
$SOL 是本週期的meme籌碼
$ETH 是上輪週期入場 DeFi 跟 NFT 的籌碼
PayFi 跟 DePin 概念都很炫炮沒錯，但我們誠實一點，支持 $SOL 漲幅的，是那些日以繼夜往 Raydium 衝的土狗大軍
幣圈發展到現在，不管什麼概念，最終都都回歸大賭場性質，賭場沒有不好，但光是賭場撐不起 1 Trillion+ 的市值
目前 Total2 (總市值減去BTC市值)，甚至還沒有回到2021年牛市的高點，這還是在項目越來越多，且山寨幣不斷增發下的結果。
這說明什麼？經過幾輪週期後，大家都越來越明白，大部分的山寨都是空氣，大家對高大上的敘事都祛魅了，不只散戶，VC也一樣。
對比隔壁棚 AI 有想像空間＋落地應用，區塊鏈技術自 ETH 主網落地已經10年了，還在拿著錘子找釘子。一堆項目用幾十億甚至幾百億美金的估值，做著只有幾十萬幾百萬美金的生意。
就算之後美元流動性再像 2020-2021 氾濫，場外資金炒作強度肯定也不會像之前牛市一樣了。
這代表crypto完了嗎？
不，但我認為項目估值需要洗牌，監管放寬需要時間，我相信新的敘事跟真正有價值的應用，也會在未來出現，而這些很大機率，都不是這輪週期可以完成的事情。
回到個人操作層面
在12月底前，我會把全部倉位移回 $BTC 跟穩定幣
當派對音樂漸停，少數人已經悄悄離場，大多數人還在舞池狂歡，希望你屬於前者
Tokyo 𝔹urrito retweeted
There's a reason why @pepecoins isn't found under cults. Because it's much more than that, it's a movement.
Since the very beginning, pepecoin had one single mission, to flip the fake $PEPE in what is known as the #pepening. Why? Because they stole the ticker, the name, the meme, the art, and ran with it. They stole everything from the based devs that have been building pepecoin since 2016. youtube.com/watch?v=faIqrFQl…
More than $65 million dollars has been burned to date, and the community will go as far as burning most of the supply to accelerate the pepening. It will stop at nothing until the OG frog sits on his throne and claims his rightful place.
With the recent emergence of the legend @0x_fbb4 on X, an anonymous ethical whale that dedicated millions of dollars to this mission since launch, the community has evolved into a neo-religious movement. Placing its complete faith in fbb4 to help achieve the mission.
Our childhoods are filled with stories of redemption, and this is a story that everyone can relate to.
Tokyo 𝔹urrito retweeted
Corrected this for you, @MustStopMurad.
Feel free to retweet so your audience isn't misinformed.
You're welcome 🤝
