rebellingJake (@reBellingJake) header
rebellingJake (@reBellingJake) profile picture

Crypto fundamental analyst & catalyst trader

Joined May 2018
Photo by rebellingJake (@reBellingJake)Photo by rebellingJake (@reBellingJake)Photo by rebellingJake (@reBellingJake)Photo by rebellingJake (@reBellingJake)Photo by rebellingJake (@reBellingJake)Photo by rebellingJake (@reBellingJake)Photo by rebellingJake (@reBellingJake)Photo by rebellingJake (@reBellingJake)Photo by rebellingJake (@reBellingJake)Photo by rebellingJake (@reBellingJake)
Hack is still ongoing guys. 167 ($13.3M) $WBTC 14 mins ago 21,851,879 ($8.3M) $ONDO 4m ago 9,707,546 ($9.7M) $USDe 1m ago Follow here: etherscan.io/address/0x5227f…
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rebellingJake retweeted
🇪🇺 Chat Control has passed 😔 They can and will now legally scan any person's messages, emails and photos you send without a warrant The way they passed this law when the majority of the European Parliament was against it will shock you: They waited until most EP members were on holiday so only a few were present and then created an "urgent" vote for it to pass it through There's nothing democratic about any of it and big powerful forces are behind this that can manipulate the EU for whatever they want Democracy in Europe died a bit today 😔
Replying to @gandalv7
Illegaler Geschäftsordnungstrick der Parlamentspräsidentin - Eilantrag, der die Qualifizierte Mehrheit (360 Stimmen) GEGEN die Chatkontrolle gebraucht hätte, an einem Tag, an dem nur knapp 600 MEPs vor Ort waren, wegen Urlaub etc…
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Craziest thing I've seen in a while: • Someone buys $4M worth of BONK • Then posts a DAO proposal asking to transfer $20M in BONK to themselves • Waits 7 days without anyone noticing • Then votes "yes" with their own BONK holdings, and the proposal passes • $20M is transferred to them And now the Bonk team has suddenly realized they lost $20M. This wasn't even a hack. The proposal passed because no $BONK holders checked the governance forum. Insane to see the current state of DAOs.
BonkDAO was the target of a malicious governance proposal resulting in an estimated $20M worth of BONK tokens being drained from the BonkDAO treasury. During the investigation, BonkDAO identified the exchange wallets used to purchase BONK ahead of the proposal. BonkDAO is currently actively working with exchanges, bridges and Solana Foundation to best manage the situation. Law enforcement has been notified. BonkDAO continues to work with relevant parties to recover funds and identify those responsible.
Readers added context they thought people might want to know
The proposal to drain BonkDAO's treasury passed legitimately after the proposer bought ~$4.4M in $BONK to meet the 1% quorum threshold and voted yes alone, as only 7 wallets participated out of 18,000+. x.com/lookonchain/st… x.com/chainalysis/st…
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rebellingJake retweeted
Drift had a 2/5 multisig with 0 timelock $280M gone... I checked other defi protocols on Solana: - Jupiter Lend: 4/7 (with 12h timelock) - Kamino: 5/10 (with 12h timelock) - Loopscale: 3/5 - Solstice: 3/5 (with 1d timelock) - Exponent: 2/3
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rebellingJake retweeted
Včerejší livestream s @reBellingJake už je opět live i jako video na Youtube (odkaz v komentu). V tomto streamu zazněla spousta pohledů, které jsou v téhle chvíli dost kontrariánské, ale myslíme si, že trh se teď mýlí - krypto hledá dno a jsou tu specifické altcoiny, které jsou na hodnotách, které jsou dotažené do naprostého extrému a nabízejí super R/R.
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rebellingJake retweeted
live s @reBellingJake o trhu, korporátních L1s, Solaně a spoustě dalšího
Altseason v plném proudu, nebo jan past? | Recap Live teapaw.org/i/broadcasts/1gqxvrmgw…
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rebellingJake retweeted
Live s @homershillson a @reBellingJake o stablecoinech, WLFI launchi a všem kolem
Spuštění WLFI, Příležitosti na Stablecoinech a Solana Comeback? teapaw.org/i/broadcasts/1YqKDNMAV…
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rebellingJake retweeted
Apps simply grow faster on Solana than anywhere else on the planet: - @jup_lend hit $1 billion in deposits in 8 days - @pumpdotfun creators earned $2.4 million in 24 hours after an update this week - @BagsApp creators earned $20 million in August, their first full month after a new product launch - @theprivacycash launched and grew to $2.3m daily volume overnight - @phygitals went from 0 to $10 million in GMV in the last week - @Collector_Crypt went viral, adding $13 million in net new revenue in August - @KASTcard grew to $20m in ARR and 500k installs in 13 months (pictured: KAST's new solid gold card)
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rebellingJake retweeted
Přichází Letní Korekce? | Recap Live teapaw.org/i/broadcasts/1ypKdZOZP…
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Stablecoins process trillions annually on chains that aren't designed for them. @PlasmaFDN is the first chain built to be the global settlement layer for digital dollars. How is Plasma different from general-purpose blockchains? First it's liquidity. Roughly $155B USDT is scattered across a dozen networks, increasing fragmentation & bridge risks. Plasma plans to unify this under one settlement layer where stablecoins can be swapped & redeemed. No need for bridges and wrappers. Is a Stablecoin Chain Necessary? Performant chains like Solana solve throughput but not liquidity coordination. They treat stablecoins as just another token, not the foundation. Plasma treats stablecoins as the primary use case, enabling potential optimizations like zero fee transfers. With Plasma, Tether is not only the issuer, but also the monetary and infrastructural substrate. This lets Tether: • Build vertical integration between issuance, transfer, and redemption • Set protocol-level guarantees around things like redemption timing and compliance requirements • Provide native tools and SDKs without needing to support different chains and environments Think of it like Visa launching a global card network that also controls the payment rails, identity layer, and the merchant backend. Plasma isn't competing to be another L1 but to be the settlement layer for the digital dollar economy.
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rebellingJake retweeted
If you’re buying bitcoin treasury company stock instead of just buying bitcoin, you’re a fool.
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rebellingJake retweeted
Dnes ve 20h livestream @reBellingJake a @homershillson o aktuálních pumpách na trhu a novinkách jako je otevřená cesta k tokenizaci RWAs, stablecoinech, nebo budování BTC rezerv. Odkaz na YT v kometech, vidíme se večer!
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rebellingJake retweeted
Inflation is crashing. QT is ending. The dollar is tanking. Long term yields are falling. Global M2 is breaking out to all time highs. The US Government wants to buy as much BTC as they can. And Bitcoin is still trading for $82,000. Explain to me again why I should be bearish.
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Díky @homershillson za pozvání do podcastu! Výsledkem je výživná hodinka o DeFi, číslech, ale i o tom jak a kde hledat v kryptu Alphu. Tak mrkněte a dejte nám feedback jak se vám to líbilo 😊👇
Minulý týden jsem si povídal s @reBellingJake o $ETH vs. $SOL, DeFi protokolech a jejich revenue. Probrali jsme také vztah mezi TradFi a DeFi a kde hledat největší příležitosti v roce 2025.💡 Rozhovor, který si nemůžeš nechat ujít! 🔮 @HashWiseConvo youtube.com/watch?v=80NyFLX2…
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Unpopular opinion: #berachain is just another VC vaporware chain. Not angry at all, I totally ignored this one. I just don't feel like we need another generic Cosmos-SDK EVM chain. We need more S-tier consumer dApps.
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We need dApp season. 🙌 There are too many useless universal L1s and L2s in the market right now. There are also some ridicously undervalued dApps.
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rebellingJake retweeted
Večer zase budeme s @reBellingJake a @homershillson dávat spicy takes k Trumpovi, Ethereu a Digital Assets Stockpile. Zastavte se, link na YT je v komentu 👇
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In the upcoming 3 months, would you like to increase or decrease ETH share in your portfolio? 👇
42%More in ETH
25%Less in ETH
25%HODL
8%No ETH position / results
12 votes • Final results
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Před Silvestrem jsme si sedli s @andy_blockspace a dali dohromady #krypto predikce pro rok 2025. 📈 Jaké trendy budou trhu dominovat? Které projekty nás nyní zajímají? Kde očekáváme vrchol? A na co si dát bacha? 👉Mrkni na video: youtube.com/watch?v=D0pRpm_t… Chceš mít přehled o trhu každý týden? 🚀 Přidej se do Blockspace Premium – místa, kde pravidelně sdílíme: ✅Detailní analýzy trhu a projektů ✅ Týdenní streamy s naším pohledem na aktuální situaci ✅ Tipy, strategie a spoustu dalšího Buď součástí komunity Blockspace Premium na 7 dní zdarma 🎁 blockspace.cz/premium/ #Krypto #Investice #Blockspace #Crypto
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rebellingJake retweeted
O Fjordu jsme s @reBellingJake mluvili na týdenních streamech od 0,5 USD, ale stále mi přijde levný. Liquid Mcap je $12M, měsíční revenue $1,17M a dle mého názoru ještě nejsme ani za polovinou všech token launchů, takže tempo růstu se ještě bude zvyšovat. Money machine...
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