Bubble Chaser. Plumber . Hyperliquid Enjoyooor.

Bananaland
Joined March 2020
Anas never said SF should kingmake him. He merely alluded to the obvious negative outcome of SF exclusively subsidizing his competitors, running large-scale influencer marketing campaigns for them and paying users to trade there instead. This is gaslighting and it needs to stop.
SF can’t make your product succeed. They help in the gtm launch of a product by getting the word out, that’s about it. If another product launch happens that competes with Phoenix, then SF can try to help that team get of the ground. The amount of attention and the net effect of SF help doesn’t depend on SF, it depends on the product. Is it new, is it good? Do people like the narrative? All those things are what actually drives traction. Everyone heard of Phoenix after the launch, it’s entirely on the Phoenix team to actually convert the attention into users.
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SpaceX a clôturé son premier jour de cotation à 2 100 milliards de dollars, +19%. Tout le monde regarde le chiffre. Personne ne regarde ce qu'il price réellement. Laissez-moi vous dire ce que le marché vient d'acheter, et pourquoi je pense que cette boîte vaudra 30 à 50 trillions d'ici 5 ans. D'abord, le symbole. Cette IPO est un référendum. D'un côté, 20 ans de discours sur la décroissance, la sobriété, la redistribution, la fin de l'histoire gérée par des comités. De l'autre, un homme qui a dit "je vais rendre l'humanité multiplanétaire", que tout le monde a traité de clown, et qui vient de créer la plus grosse entreprise cotée de l'histoire en partant d'un entrepôt à El Segundo. Le marché a voté. Le wokisme avait des départements RH, SpaceX avait des fusées. Les fusées ont gagné. Ensuite, la mécanique économique, parce que c'est là que tout le monde se trompe. Les analystes valorisent SpaceX comme une entreprise de lancement plus Starlink. C'est comme valoriser Internet en 1995 sur le marché du fax. Starship ne réduit pas le coût du kilo en orbite de 20%, il le divise par 100. Et chaque fois dans l'histoire qu'un coût d'infrastructure est divisé par 100, ce n'est pas le marché existant qui grossit, ce sont des industries entières qui naissent. Le coût du calcul divisé par 100 a donné Internet, le smartphone, l'IA. Le coût de l'orbite divisé par 100 va donner une économie spatiale complète. Faisons la liste de ce qui devient rentable quand le kilo en orbite coûte le prix d'un billet d'avion. Les data centers orbitaux, avec énergie solaire continue et refroidissement gratuit, au moment exact où l'IA fait exploser la demande énergétique terrestre. La fabrication en microgravité de semi-conducteurs, de fibres optiques, d'organes imprimés impossibles à produire sous gravité. Le tourisme orbital de masse, puis les hôtels lunaires, qui passeront du fantasme au business plan exactement comme la croisière de luxe au 20ème siècle. Le transport point à point terrestre, Paris-Tokyo en 40 minutes. L'industrie minière des astéroïdes, dont un seul corps de classe M contient plus de métaux que tout ce que l'humanité a extrait depuis le néolithique. Et Mars en ligne de mire, pas comme destination touristique, mais comme le plus grand projet d'infrastructure jamais entrepris, avec tout ce que ça implique de demande en énergie, matériaux, robotique, IA. SpaceX ne participera pas à ces marchés. SpaceX possède le péage d'entrée de tous ces marchés. C'est AWS, mais pour la civilisation. Apple vaut 3 500 milliards en vendant des rectangles de verre sur une seule planète. Le premier monopole d'accès à une frontière infinie à 30 ou 50 trillions dans 5 ans, ce n'est pas de l'exubérance, c'est une simple règle de trois sur l'expansion du marché adressable. Et maintenant, la partie que je préfère. Ce futur n'a pas besoin de bureaucrates. Il n'y a pas de comité consultatif en orbite. Pas de commission Théodule sur Mars. Chaque dollar de cette nouvelle économie sera créé par des ingénieurs, des techniciens, des soudeurs, des pilotes, des entrepreneurs. Les diplômés en gestion de la norme vont devoir apprendre un métier utile, et franchement, c'est une excellente nouvelle pour eux aussi : construire est infiniment plus fun que contrôler. Parce que c'est ça, le vrai signal d'aujourd'hui. Pendant 50 ans on nous a vendu un futur rétréci : moins d'énergie, moins d'enfants, moins d'ambition, gérer le déclin proprement. Et là, d'un coup, le plus gros actif financier du monde est un pari sur l'abondance, l'expansion et l'aventure. Le pessimisme vient de passer en position vendeuse sur lui-même. Le futur sera méga fun. Il y aura des hôtels avec vue sur la Terre, des honeymoons en orbite, des gamins qui diront "papa, c'était comment avant les fusées réutilisables" comme on dit "c'était comment avant Internet". Et quelque part dans les années 2030, un humain marchera sur Mars en livestream devant 5 milliards de personnes, et ce jour-là plus personne ne se souviendra du nom d'un seul de ses détracteurs. Achetez de l'optimisme. C'est encore sous-valorisé.
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My Korean friend says the subtle flex in the dating market right now is wearing an SK Hynix jacket to your first date. My Taiwanese friend says he is wearing TSMC shoes to his reunion. Wonder if I can buy both on Taobao and wear them for morning jog at East Coast Park. Semiconductor drip is the new streetwear. No wonder Nike stocks tanking.
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My net worth peaked at $1.2 million. None of it was real. I don't mean that philosophically. I mean it was located on servers that have since been turned off. I own eleven properties in the metaverse. Three in Decentraland. Four in The Sandbox. Two in Voxels. One in Otherside. And a beachfront villa in Horizon Worlds that I bought for $214,000 because Mark Zuckerberg called it "the next frontier." The frontier closed last week. It's a mobile app now. Last year I mass DM'd 340 people the phrase "you don't understand how early we are." I have since stopped doing that. Not because I was wrong. Because most of them blocked me. I got into metaverse real estate in November 2021. Everyone was buying. Someone paid $450,000 to be Snoop Dogg's neighbor. In a video game. With no legs. The avatars didn't have legs. I thought that was bullish. "The legs are coming," I told my Discord. "Legs are a roadmap item." Three hundred people reacted with rocket emojis. I called myself a "digital land baron." I put it in my Twitter bio. I put it in my LinkedIn headline. I said it on a podcast that had eleven listeners. Three of them were bots. The rest were my alts. My virtual property has more square footage than my actual apartment. My actual apartment has furniture. Location, location, location. My most valuable asset was a plot next to a virtual Gucci store. Gucci left in 2023. The store is still there. Nobody's in it. It's like a mall in Ohio but with worse graphics and no food court. I held. Diamond hands. That's what we said. "Diamond hands." It means refusing to sell while your investment loses 94% of its value. We turned financial paralysis into a personality trait. A guy in my Discord paid $2.4 million for a 618-parcel estate in Decentraland. Prime district. High foot traffic. I asked him what "foot traffic" meant when the platform had 38 daily active users. He said I didn't understand the technology. I didn't. I still bought more. We had a DAO. A decentralized autonomous organization. That means we voted on decisions. There were nine of us. Three never showed up. Two voted on everything without reading it. The other four were me and my alts. We voted to "acquire strategic parcels." The vote passed unanimously. I voted four times. My portfolio peaked at $1.2 million. I told everyone. I made a spreadsheet. I projected 40x returns by 2025. I made a pitch deck. The pitch deck had a slide that said "WE ARE BUILDING THE DIGITAL ECONOMY." The slide had a rocket emoji. That was my entire financial model. In 2023 I bought a Bored Ape for $189,000. It's worth $14,000 now. I don't talk about the Ape. I still use it as my profile picture. People ask me about it. I say "I'm long-term bullish." Long-term bullish means I can't sell it without crying in a Panera. My mom asked me what a Bored Ape was. I said "digital art on the blockchain." She asked why it cost more than her car. I said "you don't understand Web3." She said "I understand you live in a studio apartment." She's not in my Discord. Justin Bieber bought one for $1.3 million. It's worth about $90,000 now. I felt better about mine after I heard that. That's community. WAGMI. We're All Gonna Make It. We said that every day. In the group chat. While the floor dropped. While the volume dried up. While 95% of all NFT collections went to zero. We're all gonna make it. None of us made it. But we said it with conviction and a laser-eye profile picture. That counts for something. It doesn't. But we said it did. That's decentralized consensus. Meta spent $84 billion on the metaverse. I need to say that again. $84 billion. More than the GDP of Luxembourg. More than the GDP of Iceland, Luxembourg, and Malta combined. They spent it on a platform where the avatars had no legs, the graphics looked like a 2006 Wii game, and the peak user count was lower than the lunch rush at a Chipotle in Des Moines. They just pulled Horizon Worlds from VR headsets. It lives on as a mobile app. My beachfront villa is now a mobile app. Location, location, location. Zuckerberg renamed the entire company for this. Facebook became Meta. A $900 billion company changed its legal name because the CEO watched Ready Player One and said "I want that." Reality Labs lost $10 billion in 2021. $14 billion in 2022. $16 billion in 2023. $18 billion in 2024. $19 billion in 2025. That's not a strategy. That's a speedrun. They laid off 1,500 Reality Labs employees this year. Shut down three VR studios. Killed Supernatural. Put the entire VR social vision in a casket and said "we're pivoting to AI and wearables." The pivot took four years and $84 billion. I pivoted too. I'm an AI real estate investor now. I bought a virtual plot in an AI-generated world that doesn't exist yet. The founder said it was "the intersection of spatial computing and large language models." I don't know what that means. I gave him $40,000. He has a whitepaper. It's 47 pages. I read the title and the tokenomics section. The tokenomics section is a pie chart. I love pie charts. They make everything look like a plan. The project has a roadmap. Q1: "Build community." Q2: "Launch beta." Q3: "Scale ecosystem." Q4 is blank. Q4 is always blank. That's where the exit scam goes. My accountant asked me to value my metaverse portfolio for tax purposes. I said $1.2 million. He said "current market value." I said $6,400. He stared at me for eleven seconds. I know because I counted. He asked if I had any other investments. I showed him my NFTs. He stared for longer. I told him they were "cultural artifacts with long-term provenance." He asked if I'd considered a 401k. I told him a 401k was "legacy finance." He told me to leave his office. The metaverse is dead. I don't accept that. I am a digital land baron. I own eleven properties across four platforms. I have a beachfront villa in a mobile app, a plot next to an empty Gucci store, and a cartoon monkey that cost me more than my actual car. Location, location, location. The location is nowhere. But I'm early. I'm always early. That's the same as being wrong except you get to say it with confidence.
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Cutting tool manufacturing accounts for 60% of global #tungsten demand. Tungsten carbide cutting inserts enable machining operations on hardened steels and exotic alloys that would be impossible with conventional tool materials discoveryalert.com.au/tungst… #mining #trade #renewables
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We're building a mortgage product at @Opendoor, fully AI-native from Day 1. Homeownership should be easier, especially when it comes to mortgage. We're working together with our partners at @Lennar to make that future a reality - on Opendoor.com and off it. More soon
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We’re going to fix homeownership and that includes mortgage. To that end, I’m happy to announce our acquisition of Homebuyer.com. Dan Green is joining Opendoor as Director of Mortgage Growth. Dan founded HomeBuyer.com, and now he’s bringing that expertise in-house to help us build a better mortgage experience. Dan’s been in this industry a long time. I’ve known him about as long. Glad to have him. Let’s go.
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Big launch week at @Opendoor. ZIP codes where @Opendoor buys homes.
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NFTs have mostly died but there are still a few projects that refuse to die and @MonkeDAO is one of them. At @SolanaConf, 275 Monke jpeg enjoyers showed up in the desert for some fun Dune Bashing, Sandboarding, Camel rides & more. Proud to be a purple Monke on the internet.
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The reason nobody is sure why BTC is pulling back is because everyone is looking for a single cause when this is actually a systems failure with multiple transmission mechanisms reinforcing each other. Here's what actually happened mechanistically: Bitcoin ran from $40,000 to $126,000 in less than a year on a very specific narrative: Federal Reserve easing cycle plus institutional adoption through ETFs equals sustained bull market. The market built up $94 billion in futures open interest, with some platforms offering leverage ratios as high as 1,001 to 1. That setup alone created extraordinary fragility. The trigger was simple but devastating. Fed officials reversed dovish expectations completely. The market went from pricing a 90 percent probability of December rate cuts to just 40 percent. Real yields on short term Treasuries stayed elevated above 5 percent. The entire macro story that justified Bitcoin at $126,000 collapsed in a matter of weeks. Now here's where the structural vulnerability shows up. The new ETF infrastructure that everyone celebrated as bringing institutional money actually created institutional scale sell liquidity that never existed before. When the macro narrative broke, institutions could exit with one click. We saw $1.1 billion in ETF outflows in just days. This isn't retail panic selling. This is professional portfolio managers rebalancing away from an asset whose fundamental thesis just evaporated. Simultaneously, long term holders who bought Bitcoin between $40,000 and $80,000 started distributing. They offloaded 815,000 Bitcoin in 30 days. These holders aren't selling because they think Bitcoin is worthless. They're selling because they see volatility ahead and they're sitting on 50 to 150 percent profits. Smart money doesn't ride drawdowns when they can step aside and rebuy lower with the same capital. Here's where it becomes a cascade. When price broke the $100,000 support level, technical stops triggered across the entire derivatives complex. Over $20 billion in leveraged positions got liquidated throughout October and November. Some single day events saw $3.2 billion wiped out. The liquidations themselves created additional selling pressure, which triggered more stops, which forced more liquidations. Open interest collapsed from $94 billion to $68 billion, but there's probably still more leverage that needs to clear. The critical insight everyone is missing: there are no natural buyers at these price levels. Institutions are rebalancing away from risk assets. Long term holders are waiting for lower prices to rebuy. Retail got scared off by the violence of the move. And new buyers won't step in until the leverage gets fully flushed and price stabilizes. So the market has to fall far enough to accomplish three things. Clear the remaining leverage completely. Reach prices where long term holders stop distributing and start accumulating again. Find the level where actual value buyers with real capital see opportunity worth the volatility risk. The $600 billion wipeout you're seeing is mostly the evaporation of unrealized gains that were paper wealth to begin with. When Bitcoin went from $40,000 to $126,000, that represented about $1.7 trillion added to market cap. A lot of that was pure multiple expansion based on a macro narrative that turned out to be wrong. Now the market is repricing based on reality: high real yields, no Fed easing, strong dollar environment. This isn't mysterious. It's textbook deleveraging dynamics in an asset with no cash flows to anchor valuation, extreme leverage ratios, and a macro thesis that broke. A 25 percent correction after a 215 percent rally with 1,000x leverage in the system is actually normal market behavior when the fundamental story changes. The violence of the move reflects the amount of leverage that was built up, not any change in Bitcoin's long term prospects. The real question isn't why did this happen. The real question is what price level actually clears the market and brings in genuine buyers rather than leveraged speculators. That's still being discovered.
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The first 2k people to interact will receive a special reward 👊
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📣SoFi keeps breaking records! In Q3, we delivered record adjusted net revenue driven by all-time highs in new members, new products, and fee-based revenue. For more details, visit: investors.sofi.com/news/news…
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Q3 was another record quarter for SoFi with $950 million in adjusted net revenue, up 38% y/y, 905,000 new members and product growth of 36%. We're delivering durable growth and strong returns fueled by the strength of our innovation and the power of our one-stop shop strategy. More here: investors.sofi.com/news/news…
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*Walter Bloomberg
@DeItaone23 Oct 2025
*TESLA SHARES TURN POSITIVE, REVERSING DROP OF AS MUCH AS 5.7%
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KNS Launch Details: - Price: 0.39 SOL (OG/WL), 0.49 SOL (Public) - Supply: 3,737 - Date: TBA very soon 3 x OG spots up for grabs - like & RT & comment 💪 More details 👇
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Our Q3 Financial Open House (known by corpo types as "earnings call") will be on November 6 @ 5 pm. We got some great feedback on how to make sure every day shareholders can be involved. We'll share some details soon.
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Sproutly NFTree airdrop is now live for top Web3 communities 🌱 Each NFTree is backed by a real tree in the Amazon rainforest, producing carbon debits to help offset your footprint 🌳 Submit your wallet to secure eligibility: discord.gg/sproutly
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During the recent market volatility, the Hyperliquid blockchain had zero downtime or latency issues despite record traffic and volumes. HyperBFT consensus and execution handled the spike in throughput gracefully. This was an important stress test proving that Hyperliquid's decentralized and fully onchain financial system can be robust and scalable. The system's risk and margining implementation functioned as designed, ensuring platform solvency throughout the extreme volatility.
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