aqc top holder https://teapaw.org/t.co/a3cyNzCwmp
Joined August 2013
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2 weeks ago i started farming @bulktrade.
now: rank #291, 10,647 aura, diamond league, out of 56k+ wallets.
this might be the most asymmetric farm on solana right now and most of ct is still sleeping on it 🧵
ct drama update: @villainmonkey says his next receipts drop includes a price list for top kols. never seen the timeline go this quiet this fast. who's deleting dms right now?
over $1.1b in longs got liquidated while ct was still posting midterm victory laps. the bounce lasted about as long as a memecoin narrative
brewer retweeted
Stablecoins were $4.6B in March 2020. They’re $297B today.
Tokenized stocks just hit the same $4.6B.
Stablecoins grew once DeFi put them to work. Tokenized stocks need the same: markets, income and protection.
We’re building that on Robinhood Chain.
tokenized assets are a market worth trillions, and robinhood chain is where the next wave of it is going to live.
@notesystems is building exactly that on rh chain, with a cyfrin audit of the core contracts behind it. the token is at a $1.7M cap, about 85% below the peak. if this isn't a bet, i don't know what is
this is the project to spend 10 minutes on. @notesystems is audited by cyfrin and the token is still around a 2m market cap. setups like this don't come around often
Cyfrin completed a full security review of Note Systems, autocallable notes on tokenized equities on Robinhood Chain.
– 30 days, 38 contracts in scope
– 183 findings, 0 critical
– The only high-severity finding resolved
– 179/183 resolved
Audit report: github.com/Cyfrin/cyfrin-aud…
second red october in a row for btc, ~$83k down to ~$77k, and $643m walked out of the etfs in a single day on the way. not calling a bottom while the etf crowd is still heading for the exit
first perps trade ever on the pump app and it's an $880k sol short at 10x, liq $101.64. @blknoiz06 going black bear means the whole timeline now trades his liq level instead of the chart
so @Pumpfun sent @shawmakesmagic a cease and desist for reverse engineering bytecode that any solana rpc serves for free. the trenches would pay to read that code. think they open source it?
brewer retweeted
Markets sold off in the last two weeks. The Nasdaq fell almost 5%, chip stocks 11% and META almost 20%. Holding, there's no floor.
With a Shield, the barrier is your floor. End below it and you're paid the full starting price.
Full breakdown below.
binance just lost billions and honestly this might be the best thing that happened to onchain this year
a cex is one company, one set of hot wallets, one laptop away from disaster. @HyperliquidX has no hot wallet to drain, collateral and positions sit onchain where everyone can see them
for @solana it is free marketing. traders who just watched withdrawals freeze have an obvious alternative: fast, cheap, onchain, and your balance is not an IOU
binance survived hacks, fines and freezes for years because of liquidity. now liquidity is the problem, and it moves onchain a bit more every cycle. the old exchange model should be dying
for the market overall it is a good sign. after ftx in nov 2022 btc fell from around 21k to 15.5k, and that was the low. a year later it was above 40k and sol went from around 10 to over 100
not saying today is the bottom, the fall after ftx lasted a couple more weeks. but the setup looks familiar: one weak link blows up and everyone else keeps building
base:0xd3e592e728ae3461bd97c7a6b359e1043dd83ba3 went from a 35k mcap in august to a 540k peak, and after the pullback it still holds 200k+ with no new lows since september. the chart looks quiet, but the project behind it is not. a thread on why i am watching @tryharness
now the number that stands out. langchain is valued around 1.25b for agent orchestration, factory around 5b for autonomous coding. base:0xd3e592e728ae3461bd97c7a6b359e1043dd83ba3 is about 220k mcap on base. that gap is the whole reason i am watching it