Fellow Trench Warrior
Travis Ranch, TX
Joined July 2020
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Mining helium retweeted
our take on showing what's happening on-chain
i think you'll like it
try it out
Introducing: Explore
A new way to discover tokens on JTX. See what the highest-signal wallets are trading and where money is moving on Solana.
Signals: a live feed of what Solana's highest-signal wallets are buying and selling. As long-time block builders, we've analyzed wallet behavior across all of Solana to find the ones that historically lead: strong PnL, and other traders tend to follow them. Now you can see their trades as they happen.
Live: onchain flow on Solana, visualized in real time. See which tokens are picking up volume and where that volume is coming from, across every venue.
Mining helium retweeted
Introducing: Explore
A new way to discover tokens on JTX. See what the highest-signal wallets are trading and where money is moving on Solana.
Signals: a live feed of what Solana's highest-signal wallets are buying and selling. As long-time block builders, we've analyzed wallet behavior across all of Solana to find the ones that historically lead: strong PnL, and other traders tend to follow them. Now you can see their trades as they happen.
Live: onchain flow on Solana, visualized in real time. See which tokens are picking up volume and where that volume is coming from, across every venue.
We also tested whether bigger size on SOL would pay. Two-thirds of the volume is big trades, but those break even after a minute. More leverage for maybe a few dollars isn't worth it, so SOL stays where it is.
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Mining helium retweeted
If I had $500k in crypto now, I would:
1. Go full-time crypto. Move somewhere cheap. One year to make it.
2. No BTC, no ETH, no SOL, no HYPE.
3. No memecoins. No directional leverage.
4. Allocate $250k to a delta-neutral strategy between @tradexyz and @metricxyz.
-> Short equity perps trading at a premium on tradexyz, buy the matching tokenized equities on metricxyz.
One strategy, three potential airdrops: HL S3 + tradexyz + metricxyz.
5. Allocate $50k to prediction markets on HIP-4. Market make tradfi outcomes. If options launch, be ready to arb them against a broker from day one.
6. Deposit and loop $200k of sUSDe on Aave.
-> Deposit sUSDe, borrow USDC, swap into more sUSDe. Use the net yield and some of the principal to cover living expenses.
Rotate into @acier, an upcoming lending protocol, when it's live.
7. Build AI apps on @flop_labs during testnet.
-> Vibe code your own apps. Use free testnet inference to get your first users and position yourself for the FLOP agent airdrop.
The goal: stay consistent and optimistic while positioning myself for potentially huge airdrops.
One year. Locked in.
Today in the market-maker build:
Yesterday: +$17.54 on $323k volume across SOL, HYPE, ETH, BTC, ZEC. About 0.5 bp kept per dollar traded. Still well short of the $50/day I'm aiming for.
Today has been rough. ZEC slid 6% in a straight line and we lost about $11 on it. The other 4 coins are roughly flat.
🤖 Made with AI
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Early result: ZEC kept falling another 1% after the switch, but our ZEC P&L went slightly up. Way too early to call. Running it 3 days, then on/off on BTC before I trust it.
One change at a time, no chasing one bad day.
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Small milestone: our market maker is now on the other side of roughly 3% of all volume on Bullet.
$238k of the $8.5M traded in the last 24h, quoting just 5 coins. On ZEC and HYPE it's closer to 6-7%.
Profit is still tiny (+$3.69 for the day, ZEC ate most of it), so volume isn't the win yet. Edge per trade is what we're working on.
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