booya retweeted
The bear case for social trading / memefi is that the last five years of pvp darkness have created a group of 200 superpredators who can feast on retail faster than Vlad can onboard them
booya retweeted
Largely agree from a tradfi lens but reckon in crypto bb’s work because bidders are worried mostly abt dual structures - just look at the shit dragonfly and venice pulled recently . Also dont think perps venues growth is tapped looking out 3-5 years so the apple analogy doesn’t apply from a crypto lens (tradfi lens 100%) - Jeff just said I’m buying back - plebs shout hl = job done
it will however be hilarious when base, circle and hood Launch a token for their chain
booya retweeted
token and equity holders are not aligned
its fundamentally impossible unless theres 1:1 equity:token ownership across all holders, which isnt the case here
its zero sum. a finite amount of $ is generated and can be distributed preferentially to token or equity.
all the bankless debate and turns out eriks no better than sbf. sad day
"There's no project that's so good that it can overcome this misalignment of incentives."
The equity holders are the largest holders of the token. The incentives are aligned.
"We have to update our mental models for the times"
Indeed
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booya retweeted
🟠 The market read "Strategy can sell $1.25B of BTC" as bad news. But what if it's the opposite?
For months, the market has worried about what would happen the day @Strategy could no longer fund its model and had to sell its BTC in a panic.
This "forced seller" scenario was one of the main risks Saylor had been forcing onto the market. With its new Digital Credit Capital Framework, the company just took that risk off the table.
Selling BTC is no longer a threat. It's now a deliberate move, part of a clear framework:
- Capped at $1.25B
- Approved by the board
- Dedicated to the USD reserve and buybacks
But more importantly, Strategy is dropping "Buy Bitcoin at any cost" in favor of active, intelligent capital management.
And the timing is positive. This shift comes as market sentiment sits at its lows and ETF flows stack red week after red week. In short, a flush of excess, like the end of every bear market.
As we explained to our Premium members, this announcement was bullish for $BTC and $MSTR.
booya retweeted
🔴 Not an OAK Premium member? We’d love to hear from you.
We’ve just launched a short survey to better understand what’s currently preventing you from joining OAK Premium, what your expectations are, and which features you’d like to see in the future.
The survey is 100% anonymous and only takes a few minutes to complete.
🎁 As a thank you for your time, everyone who completes the survey will receive 1 month of OAK Premium for free.
We only ask that you answer honestly and thoughtfully. Your feedback will directly shape the next improvements to the platform.
Thank you to everyone who takes a few minutes to help us improve OAK Research 🙏
Survey link in the comments 👇
booya retweeted
If you are grinding on your project, or if you think that it's too hard to reach someone, I think this is one of the opportunities that you might want to take
One week still left to get to the top of the leaderboard to meet with cool ppl in Paris
We'll be there too with @OAK_Res
For centuries, power gathered in rooms most people never entered.
That's still true today.
Paris Blockchain Week is where the institutions shaping digital finance come to do business. Not to talk about it.
And this year, the way in is content.
Post about PBW26 on X. Every post moves you up the leaderboard. The higher you climb, the closer you get to access no one else has.
Win:
→ A private meeting with any speaker of their choice
→ An exclusive VIP Dinner at chateau de versailles with the top 1% of attendees
→ All access pass to Paris Blockchain Week 2026
→VIP seats at one of our partner-sponsored sporting events ( F1, PSG match & more)
Post. Climb. Win.
The leaderboard is live. parisblockchainweek.com/comp…
booya retweeted
Every Defi protocol should have:
1. Circuit breakers for deposit and withdrawals, and possibly other internal operations as well
2. Timelocks for any change
3. Security councils that can shut down protocols immediately
We don't need insurance, we need to do start doing the ffcking basics correctly. It's too early for this space to drive without any training wheels.
I beg you, sacrifice a tiny bit of UX to gain a lot of peace of mind. The worst possible UX is losing your user's money.
damn
JPMORGAN: BITCOIN NOW MORE ATTRACTIVE THAN GOLD LONG TERM
JPMorgan says Bitcoin’s long-term appeal versus gold has improved after gold’s strong outperformance and rising volatility.
Despite recent crypto weakness, liquidations have been modest, though spot Bitcoin ETFs continue to see outflows. The bank notes Bitcoin is now trading well below its estimated production cost of $87,000 — historically a soft floor.
JPMorgan’s key point: Bitcoin’s risk-adjusted profile versus gold has strengthened. Its volatility relative to gold has fallen to a record low, implying significant upside potential over the long term.
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booya retweeted
If you hold $ENA and $sENA, it's time to make your voice heard.
The vote for the future of the @ethena Risk Committee is live.
If you believe that our application is valuable, please consider allocating your voting power to us. It would truly mean a lot. And we will work our asses off to make it count.
🔴 The vote for @ethena Risk Committee is now open!
You can support us by using your $ENA and $sENA to vote for our proposal.
This application means a lot to us. We have been covering Ethena for months, and the opportunity to get directly involved in its security and transparency is a major milestone for us.
We would like to thank those who will take the time to vote.
Check out our full proposal in the tweet below and support our application!
Voting link is available in the first comment ⬇️