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01:59
Jun 04
@evan_ss6
@TrustlessState wish you had not tempted the Gods
01:47
Jun 04
@evan_ss6
@pinedegen covering dividends with staking yield mean selling the staking yield which means selling eth interesting structure!
ETH
LOW
00:43
Jun 04
@evan_ss6
Saylor should really tweet some AI cringe right about now
00:28
Jun 04
@evan_ss6
@ContrarianCurse https://t.co/YMa13CwlzO
00:15
Jun 04
@evan_ss6
@R89Capital from $45k
22:20
Jun 03
@evan_ss6
read the room bro
22:12
Jun 03
@evan_ss6
Tom Lee launching a preferred share ponzi because it worked so well for Saylor
20:12
Jun 03
@evan_ss6
@thedefivillain market is freaking out less about the sells, more about how he's going from the biggest net buyer to not a buyer. that is a …
19:54
Jun 03
@evan_ss6
this is going poorly 😅
19:44
Jun 03
@evan_ss6
@chimpcap1tal @ThinkingUSD Nice one
19:28
Jun 03
@evan_ss6
@longshortall yes… when I say “ETFs” I mean individual investors holding IBIT and ETHA
19:23
Jun 03
@evan_ss6
@Void_of_Hype @udiWertheimer @ThinkingUSD @blknoiz06 Or he’ll just say that and do it anyway like last time Can’t wait to find out what he c…
19:20
Jun 03
@evan_ss6
@AltsMang @hedgedhog7 you’re not wrong!
19:07
Jun 03
@evan_ss6
@fodacyjosh yeah but they’re really nuking now before was just a dribble
19:06
Jun 03
@evan_ss6
@InvestsCletus HYPE has Bob Diamond
HYPE
LOW
19:05
Jun 03
@evan_ss6
@udiWertheimer @ThinkingUSD @blknoiz06 other thing is, he said alongside one of their ERs that he wouldn’t issue commons below 3x mNAV or so…
18:59
Jun 03
@evan_ss6
@Pentosh1 yes I think unlike prior cycles, most of the OG money doesn’t come back Will need net new players for “next cycle”
18:58
Jun 03
@evan_ss6
@based16z @rickyrozay007 @APompliano that’s my quant
18:57
Jun 03
@evan_ss6
@lockin_500 @0xMerp facts. Cash has much higher stakes and much higher hourlies -> attracts the best players
18:54
Jun 03
@evan_ss6
@whalecalls oh It’s like that?
18:42
Jun 03
@evan_ss6
@JamesChristoph at least you sold 100% of ETH above 4k
ETH
LOW
18:41
Jun 03
@evan_ss6
@hedgedhog7 bulls are targeting $11,000 lower? heh https://t.co/3WbmPKdQrS
18:40
Jun 03
@evan_ss6
@JamesChristoph @JamesChristoph saw it coming
18:40
Jun 03
@evan_ss6
ETFs and DATs could stop selling at any point I do think AI/robotics will continue to have a gravitational pull on overvalued cryptoassets
BTC
LOW
18:39
Jun 03
@evan_ss6
Saylor is questionable-- maybe he will hold and the 32 BTC is all he ends up selling. Maybe he sells commons instead of BTC. No matter what …
BTC
LOW
18:38
Jun 03
@evan_ss6
if you look back at this cycle for BTC, there were 3 dominant flows that drove it 1) Saylor 2) ETFs 3) DAT bubble It appears for the first t…
BTC
LOW
18:28
Jun 03
@evan_ss6
@awawat update?
18:06
Jun 03
@evan_ss6
@icyponds @ThinkingUSD @blknoiz06 after all those AI slop videos I don’t think he can just let it die? but maybe I’m wrong there
18:02
Jun 03
@evan_ss6
@ThinkingUSD @blknoiz06 he can trivially save STRC this puts pressure on commons and BTC the result of this episode is likely less net buyin…
BTC STRC
LOW
17:59
Jun 03
@evan_ss6
@0xMerp @blockgraze if the variance is bothering you, you're playing too high same as trading tbh
17:58
Jun 03
@evan_ss6
@blockgraze @0xMerp only a matter of time before the whales are poached into private games if they haven't been already (doubtful)
17:57
Jun 03
@evan_ss6
@blockgraze @0xMerp move down and buy in for 40bb m8 xx
17:56
Jun 03
@evan_ss6
@blockgraze @0xMerp good live public games hasn't been a thing for years
17:56
Jun 03
@evan_ss6
@0xMerp @blockgraze The Great Game, as they say
17:54
Jun 03
@evan_ss6
remember derivatives activity is just jockeying for position around spot flows spot is still drilling. the two biggest bidders are a near te…
BTC
17:54
Jun 03
@evan_ss6
@blockgraze @0xMerp yes that's true. 200bb+ tables online aren't common, barely even a thing. and at this point, 90+% of good players in PLO…
17:50
Jun 03
@evan_ss6
@simpleabcde @0xMerp no, play aggressively to accumulate chips without showdown
17:48
Jun 03
@evan_ss6
playing short against deeper stacks is actually a massive structural advantage, esp in PLO. the reason is you get to overrealize your equity…
17:46
Jun 03
@evan_ss6
@0xShual yeah could go either way here. getting in it at IPO price (if possible) is obv better expression
17:41
Jun 03
@evan_ss6
@simpleabcde @0xMerp tournaments also have rake
17:40
Jun 03
@evan_ss6
@blockgraze @0xMerp why
17:38
Jun 03
@evan_ss6
@0xMerp nope tournament much easier, the players are worse and the blinds in cash will eat you alive if you're too tight
17:35
Jun 03
@evan_ss6
@0xShual nah
17:05
Jun 03
@evan_ss6
My quant just did technical analysis on this chart Should I give him a raise? https://t.co/v5wGqXMJ1B
16:59
Jun 03
@evan_ss6
@icefrog_sol they're quite big
16:54
Jun 03
@evan_ss6
GOOG also got locally punished last time they raised capex guidance to infinity and they just did that again idk man but if they're committi…
GOOG
LOW
16:53
Jun 03
@evan_ss6
@felipexbt no, 0 AI used
16:51
Jun 03
@evan_ss6
I suspect a decent chunk of the Mag7 weakness today is related to the SpaceX index rebalance flow mechanics https://t.co/YWdIJFnCr4
16:20
Jun 03
@evan_ss6
@R4F1K1_ @tradexyz idk
16:17
Jun 03
@evan_ss6
some details on applications they’re working on https://t.co/58Gpf4dmDw