Paradex might become a real force in the perp dex scene in the future.
There is a Points Pre-season at the moment to earn points before Season 1. You can sign up at:
Part 2 of
@VamientLabs
2024 Insights
#1
- Bitcoin ecosystem is up at:
We covered RGB protocol and its sister RGB++, plus talking about DA, DeFi, Staking, Interoperability and especially the NFTs eco on Bitcoin
Link to Part 1:
Introducing Vamient 2024 Insights - a series of articles covering different segments/ecosystems in Web3 and their progress in 2024.
The first edition will be about Bitcoin ecosystem - the father of the industry whose gained a lot of attentions recently:
Introducing Vamient 2024 Insights - a series of articles covering different segments/ecosystems in Web3 and their progress in 2024.
The first edition will be about Bitcoin ecosystem - the father of the industry whose gained a lot of attentions recently:
@elonmusk
@XEng
.
@CryptoMaestro
was my account. Nearly 50k followers. Years of content back from 2017. Suspended unfairly.
Please help Elon and
@XEng
. Appreciate it.
$PURR current price ~ 0.082$
Seems to be around 22.5 tokens for 1 point
So 1 point was already worth 1.84$ without Hyperliquid's native token.
You don't have enough Hyperliquid points, anon
Most of my biggest airdrop wins were from no-expectation, delayed gratification usage:
- 6 figs $DYDX from 1m+ volume on their v1 (Tier 1) only did 1 wallet cause I didn't expect the airdrop
- 6 figs $RBN (at peak) from depositing 50k USDC to a vault and just leave it
(cont')
To be frank you don’t need to be a gigabrain to know which airdrops gonna be at least decent and which ones are diluted.
Most of the complains about recent airdrops seem to come from both the self-entitlement and mismanagement of expectation (come on everyone can do some math)
Dydx and Hyperliquid pretty much solidified themselves as the Top 2 perp dexes these days, with around 1.5-2.5b volume per day.
With Hyperliquid ending the points campaign next month (at least planned to) wonder how it will impact the overall picture.
Bullish on app-led infrastructure next.
All those different permutation of infras but who are gonna be the Tier-1 apps that build on them.
The Tier1-apps are gonna just be on the more established infras first (avoiding cold start problem) then going with their own down the road
@XEng
.
@CryptoMaestro
was my account. Nearly 50k followers. Years of content back from 2017. Suspended unfairly.
Please help Elon and
@XEng
. Appreciate it.
Maybe slightly controversial given the heavy funding on decentralized AI startups but imho the most practically useful segment of AI x Crypto is "AI helping crypto internally".
AI coprocessors, zkML protocols, Ora Protocol with opML and Hyperbolic with hybridML are those that
Core thesis of $JTO and $CLOUD are due to their spearhead advantage on SOL LST market, it’s likelier for them to capture the restaking market when they jump onto it (probably already are behind the scene) over the new entrants like Cambrian or Solayer.
Easy billions for both.
Obviously not an investor but also obvious that Bing and the Mega team will cook so definitely an ecosystem to keep an eyes on very closely.
Hit us up if you are a top (especially DeFi) project that will be on MegaETH.
#MegaMafia
Proud to announce MegaETH's $20M Seed Round
MegaETH is the first Real-Time Blockchain, streaming transactions at 100,000 TPS with millisecond latency
Our mission is to turn cutting-edge ideas into everyday reality with fully onchain, interactive & sophisticated apps
✨Story
Despite me reaching out for support, they have again DIDN'T STATE SPECIFICALLY WHICH RULES I VIOLATED.
No explaination. No language that sounds like human. No interaction.
Elon really killed this platform.
People forgot that $APT did a 6-7x on 2023 when we weren't even on bulla cycle.
They are just disappointed that their $ZK and $BLAST didn't open high but low price over the first few weeks/months sometimes simply means opportunities.
One of the main arguments in favour of memecoins is “Memes are fun”
However the recent wave has nothing of the fun but only galore of greediness shown. The “presale meta” portraits exactly that.
Plus it totally disincentivised builders to even attempt to build actual stuffs
HOT TAKE
#2
: Memecoins are horrible for the crypto industry.
While memecoins make it harder to dump on small retail investors, they delegitimize the industry in general.
A huge cohort of crypto investors (including me) are here for one reason: DeFi.
To the average retail
Feels like many big VCs were bullish on how crypto can help AI.
But personally I'm practically more bullish on how AI can help crypto at this point, at least for the next couple of years.
zkML/opML/spML are gonna be super useful.
There are obviously hints from Jeff about Hyperliquid's extending beyond perps. I think we will see some big announcements from them in the coming weeks.
It's quite obvious who's the next Terra in DeFi. I'm not gonna put out the name because I don't wanna argue with VCs/ppl who have exposure. But will quietly compile evidences just to laugh at later.
Obviously not trying to shit on other incubators/accelerators, but it's kinda frightening how Alliance cohorts are superior than the other's (on average)
- 10 Prime Keys (7 figs at peak) from buying cards on their pre-sales (blind buy, no expectation) and just, well, held everything
Seeing people super desperate trying to predict the snapshot of $ZKS $ZRO etc. They are totally missing the point imho.
The only thing that matter on airdrop is expectation asymmetry.
High expectation (esp over a long period) led to high degree of predatory behaviours including industrial farming.
The only thing a project should do is not piss off ur regular community ppl. The rest are noise.
A more crypto-native casino/gambling platform (not just a Web2-ish casino settles on ETH) could be the next big thing on consumer crypto.
Wassup
@insrtapp
So Kamino $KMNO airdrop rough calculation...
Since it's linear over the total points I'll just use the current figure as of today to demonstrate
Assuming 2b FDV = 140m airdropped
113b total points means you needs >81m points as of today for >100k airdrop
(I have ~20m atm)
Assuming a linear airdrop vs. exp in $CLOUD
~778m exp needed in total for it to be a 6 figs airdrop at pre-market price of 0.45$ (450m FDV)
Do believe that it will eventually hit 1b+ though
Sanctum and Phoenix had been my dark horse airdrop bets on Solana.
used to have a ton of respect for VCs
but after doing 50+ of angel deals this past 8 months, I’ve realized most VCs just leech deal flow from those in the trenches, provide less value than angels, and FOMO into deals after a tier 1 lead investor does the research and legal work
It's always a huge TAM for cloud GPU providers that are actually scalable and affordable.
But the "Web3" ones are mostly just focusing on quickly boosting up valuation on private market and Ponzi-ing it.
Missed out on a huge forest for a few trees.
These days you just need to use OPStack to be a L2 and then raise truckloads of money because muh infra and then launch points to deposit to some multisigs so the airdrop farmers will flock in and tadah you have both the money and the metrics
@Bilalbinsaqib
@Safety
I filled the form before but X Support didn’t even give me a concrete reason why did my account got suspended, let alone undone it.
Is there even a point of doing it again? Please help.
Mine was
@CryptoMaestro
. Nearly 50k followers. Years of quality content.
Only 4 VCs on their first round and 2 on this round (with Electric double down so only 5 in total)
Read: “Most doesn’t have bag”
Been trading/making on it for a while. Gib fat airdrop
$PHOENIX
I would really suggest the next Dubai conference to fix only ONE area (be it Marina/JBR, Palm, Madinat Jumerah or downtown) for both main and side events.
It’s a mare and waste of time and energy to moving between places for events and meetings. Productivity first.
The perk of being an angel and not a VC is simply you... don't have to invest at all over a period if you don't want to
Market irrationality is when you take a chill pill
The VC due diligence standard has clearly gone down the toilet in the last few months. A project littered with many questionable figures and founder with questionable history managed to raise at 1 billion valuation.
We will continue to attract opportunists and gifters to this
Looks like a v good day for fundraising announcements
- Sentient
@sentient_agi
(AI research organization focused on AGI) - $85M Round led by Peter Thiel's Founders Fund, Pantera Capital and Framework Ventures
- Lombard
@Lombard_Finance
(BTC restaking)- $16m Seed Round led by
- 6 figs $JUP from primarily my activites there during 2021-2022 across Solana wallets (they airdrop in 2024)
- likely 6 figs $W from my Wormhole usage mostly organic. They based it totally on vol so 5 figs bridge txs on diff addresses net you alot
(cont')
Gangster Arena is now LIVE
📱 Idle degen game: grow your gang and farm $FIAT
🏆 100% of Gangster NFT spend goes to prize pool
💸 $10k in bonus prizes (+ giveaway end of thread)
Play now:
Seeing StarkNet txs at 1-2 cents post-4844 is unreal.
Remember people complaining about the gas fee lol
We are not even anywhere near the final form yet. Progress. Patience.
Solana is about to get an influx of quality token launch coming.
$W $TNSR $Z $KMNO already announced and you know well that Parcl, Drift and MarginFi are coming as well at least.
SocialFi, on-chain gaming and gambleFi are actually adjacent categories.
Which chains manage to capture one of them have the potential to capture the rest.
Part 1 of this Bitcoin Ecosystem series covering a quick recap of the development of the ecosystem over the past year, plus introducing Runes and other token standard in Bitcoin.
The rest of this Part 1 highlighting BitVM, and doing a low-down on various new Layer 2 projects.
There will be a Part 2 of this which covers Data Availability, Bitcoin DeFi, Staking, Interoperability and also a quick snapshot on the Bitcoin NFT ecosystem. Part 2 will be posted later this week.
Any feedback or comment is more than welcomed :)
mf think u go solo and just stop working, that is just not true
actually, you have to put more work with no income backdrop while taking in all the risk on your own name while facing constant doubt and near ridicule from almost everyone around you
mf think u start tweeting and
This is very possible a 6 figs airdrop for many, just when many of those “airdrop farmers” non-stop complaining about every project under the sun and gave up
Airdrop speculation is a form of investment , period. Gotta be strategic and thoughtful with your bets.
Me when I first saw their deck:
“Meh isn’t it just vanilla OPStack”
Few months after that saw “airdrop farmers” all shilling it
That’s why we can’t have nice things
So I see that Mode dropped today at a $550m FDV
Pretty hilarious that you can launch a L2 on conduit and just grab a few decent partnerships and BOOM you have a half a billion dollar protocol
Gotta be deflating for consumer crypto orgs lmfao