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Abror

@abror_ta

Head of Research at @Cryptonary PhD in Digital Platforms & GKS scholar Smtimes have random thoughts that I share here

 Digital Nomad
cryptonary.com
Joined February 2022
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Both SOL and ETH make more sense as a store of value The more they survive, the more irreplaceable they become == the case for SoV strengthens
DEGEN NEWS (@DegenerateNews) profile pictureDEGEN NEWS
@DegenerateNewsNov 8
NEW: @VitalikButerin SAYS "$ETH AS STORE OF VALUE" MAKES "MUCH MORE SENSE" THAN "$ETH AS FEE-BURNING TOKEN" ADDS "WE SHOULD NOT FEEL SAD IF FEE BURN IS < 10% OF BREAKEVEN INDEFINITELY; THE VALUE OF ETH COMES FROM ELSEWHERE"
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You guys are all our youngsters. It’s 2026 and you’re exposing the “Sahil Files” like it’s breaking news. We were exposing this guy back in November 2024. In an industry full of scammers, rugs, paid shills and course sellers, we’ve been calling out the bullshit long before it became popular. We shoot straight with you. Always have, always will.
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Abror retweeted
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Abror
@abror_taOct 22
A lot of talks on TL about hyperliquid:native already being a consensus trade I sat down with @adam_xbt to discuss whether hyperliquid:native is overvalued at these prices Check it out👇
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A lot of talks on TL about hyperliquid:native already being a consensus trade I sat down with @adam_xbt to discuss whether hyperliquid:native is overvalued at these prices Check it out👇
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Alas, the PAPER team just made the trade much more complicated than it should've been Ugh
Abror (@abror_ta) profile pictureAbror
@abror_taOct 19
In my opinion, PUMP and PAPER are two expressions of the same trade: Longing Onchain Degeneracy. As we progress through the cycle, I think the market will get more irrational and risk-on, and we will see increased onchain speculation. Where else people can come with $2k-$3k and leave with $1m? Only in crypto: memes and 1000x leverage Thank you for coming to my TED Talk
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In my opinion, PUMP and PAPER are two expressions of the same trade: Longing Onchain Degeneracy. As we progress through the cycle, I think the market will get more irrational and risk-on, and we will see increased onchain speculation. Where else people can come with $2k-$3k and leave with $1m? Only in crypto: memes and 1000x leverage Thank you for coming to my TED Talk
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Catching a falling knife is not an option either btw The job is to get allocated strategically
Abror (@abror_ta) profile pictureAbror
@abror_taOct 18
Fear & Greed is at 47 now, down from 82 -> good sign Still 60% cash, but things are starting to look interesting
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Fear & Greed is at 47 now, down from 82 -> good sign Still 60% cash, but things are starting to look interesting
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solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn's monthly chart looks solid
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The UI/UX of PaperTrade is kinda sick I can see why degens would use it, especially asian markets with the UWU mode Well done @izebel_eth
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This makes HYPE's revenue less reflexive to bear/bull markets fyi Unless the agreement with Circle somehow breaks
GLC (@GLC_Research) profile pictureGLC
@GLC_ResearchOct 5
Reserve Yield is already around 20% of total $HYPE revenue.
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Free money
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Abror (@abror_ta) profile pictureAbror
@abror_taSep 11
No context plan for solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn
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@abror_taSep 30
Of the ten highest-revenue-generating crypto platforms, only five have native tokens. Once you account for value accrual and exclude tokens that already trade at fair value You can narrow it down to just a couple of assets
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Of the ten highest-revenue-generating crypto platforms, only five have native tokens. Once you account for value accrual and exclude tokens that already trade at fair value You can narrow it down to just a couple of assets
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The guy who was calling PUMP to 0 btw... @xbtcas where is your LARP list 😅
rasmr (@rasmr_eth) profile picturerasmr
@rasmr_ethSep 29
It’s called Ze HyperPump
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A very important level for solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx imo Both against USD and PUMP
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Seems like with tax coins, the market naturally gave us a solution to bundles If someone bundles 10 wallets instead of having a total size in 1 (to avoid @bubblemaps , for example) That person will have to pay 6% tax on 10 of them and cut 60% of his size immediately, even before any action The more someone bundles, the bigger the haircut on his size P.S the market is healing
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