ymes retweeted
I would start to be really worried if your sidelined on the frog rn
ethereum:0x6982508145454ce325ddbe47a25d4ec3d2311933 is ready to teleport upwards, solana:HgcxVs6kJhPAaGqnPNGaa7zYgNT49hJrLufiqcNMuYZT looks ready to send with it on leverage.
The advantage of holding solana:HgcxVs6kJhPAaGqnPNGaa7zYgNT49hJrLufiqcNMuYZT is leveraged ethereum:0x6982508145454ce325ddbe47a25d4ec3d2311933 in a spot position. I have traded on leverage many parabolic ethereum:0x6982508145454ce325ddbe47a25d4ec3d2311933 moves. I have made a lot off these moves, but ive also been liquidated often. I feel no reason to try and time the market perfectly when I can just buy solana:HgcxVs6kJhPAaGqnPNGaa7zYgNT49hJrLufiqcNMuYZT and chill 🐸.
Once the correlation is discovered more widely between these two pairs I believe a massive repricing event is coming where solana:HgcxVs6kJhPAaGqnPNGaa7zYgNT49hJrLufiqcNMuYZT gets even MORE parabolic and falls out of correlation temporarily because so many will want to benefit from this spot leveraged position with printing rewards, before finding a floor much higher than this to continue and track ethereum:0x6982508145454ce325ddbe47a25d4ec3d2311933. I wouldn’t want to be sidelined here, the whales are all looking to scoop as much as they can on these dips, myself included.
I dont just see it, I feel it.
ymes retweeted
We've decided to close nearly all of our equity shorts into last nights emotional selling. One of our most profitable months ever. Thank you to our counterparties on those trades.
While the next year looks challenging for equity markets, I don't think it continues to make sense to be directionally short.
While sitting nearly 50% cash, we continue to hold large HYPE and Bitcoin positions.
ymes retweeted
Last time the market didn't properly sell off after a huge event like this was the FTX collapse
When I saw the lack of follow through then I got giga bullish
And we subsequently went from 16k to 100k
Hard to be bearish here after having been given the same setup yet again
ymes retweeted
block and mute the negative, the people who doubt you, the ones who try to police your speech and try bring you down to your level. block and mute all black pillers and doomers, anyone who thinks its over. its never over, it hasnt even begun, we are just getting started
ymes retweeted
One of the biggest moats of LONG is the platform's ability to produce incredible runners with as little as 50m in daily volume and retain that volume into liq/tvl. No platform in history has come close to this ratio of volume to runners.
Ticker locks, deep liquidity, making bundling & botted launches very hard, and a laser focus on the most novel concept we've seen in years are how we got there.
The next focus is distribution, not validating the concept. Since day 1, we've believed our approach to stock pairs + a focus on slow cooks and not HFT PNDs is what can onboard net new people into crypto markets.
For the past few weeks, I've been touring, and almost every single tradfi individual/org I've spoken to was familiar with one or multiple LONG assets(we don't do PRs or any form of paid ads)
The app we are building is not going to be anything similar to what you've seen before. The goal is not to compete for the same pie or have a nicer UI, but to innovate on distribution and deliver a novel trading experience.
Until then, there are plenty of ways we can make daily progress on growth while also making sure we are acknowledging and rewarding our early adopters.
LONG.
One day lots of motion on $chuddy
Think it takes time so dca-ing some profits over next few weeks and being patient
If you’re bullish on memes paired with memes, chuddy is the best one you’ll find.
One of the greatest neet posters of all time launched their own coin paired to $neet and will be pumping out viral content every single day while neet coin grinds higher.
Just scroll through the @chuddycoin highlights and observe greatness
Where does the neet mascot go when $neet is in the billions?
ymes retweeted
Update on @longdotxyz key figures:
Daily trading volume: $19.7m
Daily trading revenue: $187,150
RH market share: 21%
I didn't realise until I dug into it just now how insane @longdotxyz revenue actually is.
At the start of September long did $500M in volume and made over $4.7m in a single day.
Safe to say @longdotxyz are incredibly well capitalized and aren't going anywhere.
ymes retweeted
7,898.65 $NVDA in our pools + vault
We’ve already surpassed Suzanne Nora Johnson who already has a spot in the board of directors.
Really makes you think…
teapaw.org/FirstSquawk/status/205…
ymes retweeted
@hades_privacy being sub 1M makes no sense, Hades is building a privacy superapp for private onchain transactions + P2P/offramps
>ex-Starknet team dev
>built @polyhedge, officially listed in Starknet's privacy ecosystem
>Starknet mentioned Polyhedge TWICE when talking about its privacy stack
>won multiple hackathons, including Ethereum + fintech tracks
>followed by Coinbase's head of engineering, pmarca, Marc from a16z + a bunch of other giga dudes
also $HADES seems to be the only decent privacy play on RH rn, dont see anything else interesting.
A dev this committed + Starknet ripping and gaining attention only adds to the lore
Gg. Long eco is the play. $AI
Fair feedback. Summit was a lot of ground to cover, but Robinhood Chain is a big priority for us and we're not going anywhere. The builders who showed up early matter to us. More to share soon.
1
51
The dedication to the long term vision is sharp and undeniable. Holding with very strong conviction.
Board sit.
LONG is exclusively laser focused on RWAs.
We pioneered them. Turned them into a real category, not just another meta.
Do not underestimate how insanely powerful the compounding effect of high conviction holders can be when supported by a platform that isn’t constantly trying to pivot attention elsewhere.
We believe two things:
1. LONG assets are a net new asset class enabled by crypto, unlike pure attention coins that simply rotate between the meta of the day.
2. They are the first crypto native asset class with the potential to onboard the masses at a scale nothing else has achieved.
What you’re seeing now is the early adopter group: roughly 70–100K hardcore holders who understand the thesis and are building deep domain expertise. Eventually, many more will join them.
So far, every high volume day on LONG has led to the creation of multiple mega runners, or pushed existing ones through previous ceilings.
I’ve never seen such a strong correlation between volume and the emergence of runners.
For me, the most important thing is to provide certainty.
Being opportunistic about volume and constantly switching between 50 different metas is the exact opposite of what we’re trying to build.
Because that’s effectively a soft rug of both the category and its users.
And it’s one of the main reasons why the trenches have failed to produce a single sustainable category.
The cycle is always the same:
Launchers amplify a meta. Traders rotate into the leaders and their betas. Volume grows. Volume decays. Traders exit. Launchers pivot to the next “focus.”
Everyone is playing the same rotation game.
But you cannot build a sustainable category if everyone involved is constantly looking for the exit and the next opportunity.
Conviction compounds. Expertise compounds. Liquidity compounds. Communities compound.
But only when you give them a reason to stay and build.
We’re not here to chase the next meta.
We’re here to build a category that outlives them all.
We go LONG.
2
126
ymes retweeted
assets on LONG connecting the internet culture to stocks.
they will become the the largest secondary markets for stocks in the world.
the sooner you realize it the sooner you will get the big picture.
I believe that in some point stock pairs can meaningfully drive price discovery on the stock.
major reason is liquidity and network effects on RH ~15% of TVL on RH comes from stock tokens. Different scale compared to any other chain.
it will start around off market hours periods, weekends, all the way to the point of being an alternative for any time trade.
was able to catch up RH NVDA front running the NVDA market on Hype today. Just the beginning.
LONG.
ymes retweeted
Breaking it down.
RH hinted yesterday that they might roll out an ETF that can be "managed onchain." We already had something in the pipeline :)
This is the closest we've gotten so far to the vision of "BlackRock onchain."
Most sustainable fair and liquid pairs in the space → RWA domination → compound into vaults + main stock LP → and now ownership of baskets.
We're rebuilding the stock market to be owned by the internet.
context:
LongX can now support any type of basket using @Lighter_xyz positions.
Based on our simulations, baskets can easily have 8 different long/short positions, and up to 200! under certain assumptions.
The first basket has a good combo of both long + short positions, plus the AI LONG pair available on Lit.
We will roll out the ability for @ArtificiallyInu holders to manage the basket based on their AI holdings.
This is also another step toward getting holders and users on LONG really deep into RWAs and really start attracting new flows (being early to perps on Hype and gave you a great edge)
You can already imagine the possibilities here: holders of specific pairs can expand into active community management of baskets, drive more utility pairs (and own the economics through a carry-style model, which is very common with hedge funds)
LONG.
Introducing actively managed baskets by LongX
A new way for communities to own the economics and manage any combination of leveraged long and short positions, wrapped into a spot ERC20 token you can trade in 1 click.
LongX Baskets are a completely new primitive, providing full programmability that is not available in leveraged ETFs or spot indices for example.
We are starting with the AI Nexus basket.
Long AI leaders (NVDA, AI, OPENAI and more).
Hedged with a short on QQQ (the general tech sector).
AI Nexus pairing mode is live on LONG as well.
We are looking to roll out a community management next week where AI holders can decide on the basket composition and more.
Based on the pilot, we plan to roll out basket for additional top pairs on LONG, subject to transparent criteria we'll publish.
Deep dive soon. For those who don’t want to wait, the lite paper is linked in the tweet below.
LONG.
ymes retweeted
If you like this idea you gonna love our next release.
Tomorrow.
LONG.
We’re exploring a Stock Token linked to an actively managed ETF on Robinhood Chain, alongside @TRowePrice_DA, one of the world’s largest asset managers with $1.9T AUM. If successful, it would be the first Stock Token of its kind.
Institutions are here, and our rails are ready.
ymes retweeted
had a well-respected trader ask me for my take on robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 recently so I thought I would relay the general ideas I shared with him here:
1. "AI" as a term is backed by a field of research that has existed for 70+ years and isn't going anywhere
I would argue that the recent controversy has only added to the lore and given it more attention as fuel for its next leg
every major CT account posting about the chart this past week is very telling of the power this token holds
2. Robinhood chain is still only about 3 months old and has ~$1b in TVL
a lot of people compare it to Solana or Base but imo the better comparison for the upside is Robinhood’s main US stock trading app which has around $384b in AUM
if Vlad’s goal is to open tokenized equities to the rest of the world then the TAM is much larger than what is onchain today and even a 10-20x from here would not be unreasonable
robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 being paired to NVDA which is the most traded stock in the world makes it the best proxy for that bet
3. stock-pairs are still the most novel experiment we have seen in the last 2 years and I do not expect onchain to go back to pure memecoins anytime soon
people are also quick to forget what @Natan_benish recently shipped with LONG 500 where a portion of fees from all new stock-pair launches accrues to robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 ’s community vault
this makes it much more resilient than a narrative that relies purely on memetics and has turned it into THE bet for the future of onchain converging with tradfi (the last meta)
4. robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 is still the first mover in its category, with almost 3 months of organic distribution, 55k+ holders, ~$6m in its lp, and an IP that can't be undone overnight
that makes it the most attractive investment for large investors and institutions seeking exposure to Robinhood chain's growth
5. every token that has ever run to multi-billion dollar valuations has had major retracements
no one gets a free ride up without having their conviction tested a couple of times
these dips are simply a cleansing to rotate tokens from the hands of non-believers to believers
considering the recent course of events, I think it is safe to say the worst we could have seen is mostly behind us
teapaw.org/Salem1299534/status/20…
