bitvpr (@bitvpr) profile picture

clarity over complexity | highlights for deep dives 🤝

Joined July 2024
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Bill Gates is in El Salvador meeting with Bukele and you're still selling bitcoin
Elijo creer ⚽️🇸🇻
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dream crypto conference: - working wifi - somewhere to sit - one person willing to explain why their last product failed
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im not that bullish on any of the gta tokens because theres too much uncertainty. $dacity could be just 1 of hundreds of memecoins in the game. It wouldnt make sense for it to be the base asset that all others are paired to, but it does have a mission. will every token simply be paired to usd? or will there be an in game version of btc that is paired to every memecoin?
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the @enter_elysium launch is super fragmented across 8 different launchpads. its looking more like arc than robinhood
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If $stonk launched with the floor price tokenomics of robinhood:0x000de658153f47f23e92973c8eb1e89762703676 - its floor price would be nearly $30m, providing a hard cap on the downside. instead its trading just $5m above this right now with no floor protection, it could go much lower instead of paying out rewards to users, maybe directing those fees into the floor price of the token itself is the better solution for it’s long term success
🤖 Made with AI
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robinhood:0x000de658153f47f23e92973c8eb1e89762703676 just flipped robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 for 24h volume on dexscreener
🤖 Made with AI
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robinhood:0x000de658153f47f23e92973c8eb1e89762703676 is a new variation on the rising floor price concept with different liquidity mechanics and a platform-token buyback narrative. FOBOs bet: memecoins need a rising floor price without losing the volatility that makes people trade them. risedotrich showed there’s demand for that idea. The harder question is whether people keep trading once the hype fades and prices settle near the floor. So I simulated FOBO and Rise through buying, selling, fading interest and returning demand. What stood out: • A sharper price response. In the tested scenarios, FOBO’s curve produced bigger moves as buyers arrived. That preserves more of the speculative action people want from memecoins. • More fees feeding the floor. FOBO directs 1.5% of trading notional into backing, about 9.4× more. Traders fund that difference: FOBO’s total fee is 2.5%, versus Rise’s 1.25%. • A stronger bounce when buyers returned. In the recovery scenario, the first returning buy lifted FOBO’s quoted price 7.44%, versus 2.26% for Rise v1 and 1.42% for Rise v2 with matched floor-fee funding.
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the interesting fight between PumpFun and FOMO is who becomes the trader’s home screen. you can create the market and still have someone else own the customer relationship. every extra app a trader opens is another business competing for their fees
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$PUMP has found another way to charge people for using the app. nice to see someone making money on there
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buybacks don't get to ignore the revenue chart. $STONK's revenue fell 45% and oct 13 buys dropped 44% to $73k, even with roughly 60% of revenue still going to buys and burns. need a lasting fee recovery for that bid to rebuild
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one less thing to calculate on bordrless. an oversized direct buy can now finish the launch and leave spare $SOL with you, while the completed trade can feed solana:6Mix12LiHrQFojaQEnfPUC65Qkwd6X4Y5Qg93oFbordr buys
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$MASK nullmask currently charges 0.5% to shield and 0.5% to unshield, 100% of protocol revenue is directed toward $MASK buybacks. 4 days in a row of increasing volume so far
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Current launchpad tokens with a >1m market cap. pumpfun had a 4 year head start #stonk #PonsDotFamily
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It’s amazing how quickly we just adapted to everyone now being able to create realistic looking video of anything they want to the point we’re not even impressed by it anymore
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$STONK launched 51 days ago and StonkFun has: $58.3m 24h volume $9.14m in all-time fees 66,300+ $STONK holders 49,400+ coins launched
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the only unacceptable crypto position is cash. pick a coin
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you have <x> months left to speedrun financial independence through increasingly irresponsible trades solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR
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best thing about $AI is nobody in the group chats has prepared a 14 message bull case for it yet
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the $PUMP team has now hinted at robinhood chain and memestock pairs enough times that pretending to be surprised will require effort
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