Vinay
@web3vinay
Build-2-Earn; Web3 enthusiast & cricket aficionado; Prev - Investments @NearIndia; JP Morgan & IIT Madras
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Trump PUT is in. Bear market rally or recession cancelled? - Bessent talking about deregulating Banking industry & American Dream. - DJT says buy stonks - SPX & Nasdaq down 20-25% ATHs Keeping it simple, inclined to say recession cancelled & next leg rally starts here💥🍀
Coinbase has 8-10m MAUs & 600K+ @coinbase one subscribers (definitely more active). If only 1% (of 10M) of participate and commit >$2K, the average allocation will be close to the ~$1870 (more likely trending towards 1K average or lower). fyi @megaeth had ~50K participants…
Monad has one of the most predatory tokenomics. - Team allocation is at industry highest 27% - VCs get 20% which they got at much lower prices to retail - Ecosystem Development is at 38.5%, which is similar to Plasma and you know how that ended
Wow! @near_intents did ~$200M volume in the last 24 hours, which is insane since most people didn’t even know existed a few months ago. The wild part: one user alone moved 50+ BTC through NEAR Intents today. That wallet used to push size through @THORChain - now it’s routing…
ETH, Sol, Arb & Base - guess these 4 speak for themselves on network effects / composability, etc however, the recent wallet infra makes most of these chains as just backend & user hardly knows. If a project focuses on web2 users with decent chain abstraction, no big deal
Choosing which blockchain ecosystem to launch in is one of the most consequential choices for early stage crypto founders It's also the one that I think they get wrong the most 1/ Let's dig into why so many founders fall into the emerging ecosystem fallacy
BTC market cap ~$2.4T & ETH ~$420B roughly 5.6x = ~$4B equivalent. 0.17% supply If you consider daily issuance, ~2K ETH = $6.9M, that’s 100x net flows + ETH treasury company inflows Assuming a simply M2 supply math, $1 net flows * 15 increase in MC = ETH should add 3%…
Assuming it’s mostly retail users on tier-0 fees (no staking discounts), 4.5 bps fee * $350M volume = $157K in fees in a week. Phantom adds 15M+ users distribution to Hyperliquid & it’s matter of when for the $10M+ daily fees. LFG! Hyperliquid #HYPE
Best way to capture Solana casino meta is just be long $PUMP & $BONK ~$600m revenues (annualised for 30 days) at $4.5B valuation. 7.5x P/S, HYPE is trading at 20x
Can they pls use hyperliquid @hyperunit @HyperliquidX #GalaxyDigital
UPDATE: The Bitcoin OG with 80,009 $BTC($9.46B) has transferred 40,009 $BTC($4.68B) to #GalaxyDigital. And #GalaxyDigital has directly deposited 6,000 $BTC($706M) into #Binance and #Bybit. x.com/lookonchain/st…
Jadeja is a batting all-rounder in SENA & bowling all-rounder in ASIA GOAT
Another day, another casual swipe at Indians in Web3. Come on, Taran - “OTC scammers” was enough. “Indian” nationality was unnecessary & insensitive. No one calls pump dot fun-dumpers or Solana meme extractors “American scammers”, do they? Let’s not normalize lazy…
Don't worry. Barely anything has happened yet. BTC is still 1/10 of gold. Less than 1% of the world is on-chain. There hasn't been a single law passed in the US about crypto. And there's not a single major central bank in the world owning any of this stuff. - @hosseeb…
can y'all pls stop talking alt szn already :( Technically, BTC is still below ATHs per Europeans
If $ETH keeps making moves against $BTC, then alt szn will be upon us. May all your bags moon, for a period.
M&A: This looks like a really weak offer for @derivexyz SNX-DRV acquisition pegs @derivexyz at $21.7m ($27m- $5.3m treasury), a ~20x multiple on ~$1M yearly fees in a sluggish bear market (April numbers). Derive’s Jan numbers of ~800K revenue, 10x higher vs now, & options is…
A proposal has been posted to acquire Derive via an SNX-for-DRV token swap. If passed, Synthetix will acquire Derive’s treasury, technology, and product suite, with DRV holders receiving SNX under a defined vesting schedule. Read the full proposal: forums.derive.xyz/t/dip-syntheti…
1/ Just realized that the Coindesk article released the full versions of (a) the contract I termed 'possibly the worst agreement I have ever seen' and (b) the agreement I drafted. Perfect opportunity to explain legal v commercial terms, and demonstrate the role of foundations.
Kraken got 25M OP Coinbase 118M OP Uniswap got a private deal and Labs pocketed the OP, which makes sense considering it’s their chain. I’ve been talking about it for some time now, CT doesn’t discuss it bc a lot of them take money from Coinbase, Uniswap or Optimism
Coinbase received 118M OP to build Base on the superchain. Kraken received 25M OP to build Ink. how much did Uniswap Labs get for Unichain?
vibes today. pls, content coins is just the worse of memes. Can’t believe base ended up copying meme meta to make the dirtiest playground @VitalikButerin bro pls comment on content coins, we need your opinion more than the @Polymarket intrusions
crypto is also full of people who share link, no-show, apologise, ask to book again, ghost you again, then apologise & vanish completely what the hell is their story?
Crypto is full of ppl who’ll ask for a meeting, book your link, no-show, apologize, reschedule, ghost you again, then vanish completely What the hell is their story??
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