Trader. Sharing on-/off-chain data, in the human centipede of infomation chain.
Joined February 2010
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WOW, I didn't know @CryptoHayes starts writing analysis for Standard Chartered.
"Standard Chartered predicts Arbitrum's ARB to rise 70-fold to $10, citing Robinhood Chain revenue" coindesk.com/markets/2026/09…
Damn. Bank of Montrela holding 100K $HYPE is interestikng.
But what is Royal Bank of Canada doing? Holding 339 HYPE. LOL
The feeling of trenching...
I longed ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241, then I shorted it, then I longed it again, now I am shorting it again...
How many times can I do this before I get myself burnt.
Insane work by @RaccoonHKG and co. Yesterday they bought ~2% of $GPRO, the company that makes Go Pro. Referring to the idea brought by @RuneCrypto_
And it went parabola today.
That said, $300M+ volume done on $GPRO today is just wild. I don't think that buy pressure comes from crypto bros alone.
Bro is like the Dario Amodei of crypto.
You can't deny he contirbuted to the industry, but everyone just hate him.
We’re excited to welcome Kyle Samani, co-founder of Multicoin Capital and an early investor in Solana, to Backpack US’s Board of Directors.
Kyle has been one of the most influential voices in crypto, with a longstanding focus on decentralized finance, blockchain infrastructure, and the evolution of global capital markets.
His appointment reflects a shared conviction: the future of global finance will bring institutional risk controls together with the efficiency and transparency of onchain markets.
Welcome, @KyleSamani.
This is the tweet that prompted me to flip long (for now), in case you wonder why.
xitter.cf/MEADGod/status/2095158…
My short thesis on ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241
- $BELIEVE reached ~ $360M MC at its peak; Don't think ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 can outperform that by much. Every meme cycle is just a accelerated version of the previous cycle at a smaller scale. Sad, but that's how PvP works.
- Many people still don't know daily ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 buyback is just around $30K, NOT $500K, or whatever large number they have in mind.
- Token holders count stalling.
- The codes are rushed and there's no contract audit🥲.
The Max 20x marketing scam is the trigger for many people to cancel their Claude Code subscription.
But let's be honest, every user is so fed up the Opus 5/Sonnet 5 bullshits and has been disappointed anyway. Now we are not only disapponted but also angry.
AH! That solved my doubts earlier. Dumped my bag as probably very few people know about this.
I also noticed that only less than $30k/day were spent on on-chain buyback for , direct contradition of what is written on their doc that "Protocol takes 30%, out of which 80% used to auto twap PONS"
doc is implying they spend 30%x80%=24% total fee on PONS buyback, but in reality it is more like 0.5%.
Peanuts.
PONS has done $46.1M in launchpad fees so far, but the important distinction is that not all of those fees are buying PONS.
Over the last 24 hours, the platform did $5.34M in fees, while $22.8k actually went towards buying and burning PONS, around 0.43% of total fees ($22.8k of buy pressure on around $8m of on-chain liquidity is a ~1% price movement).
The reason is pretty simple, V1 uses roughly 80% of its protocol revenue to buy and burn PONS, while V2 doesn't. V2 keeps its protocol share in the paired asset, and if a creator enables buybacks, those buybacks go into the launched meme token instead. V2 now accounts for around 87% of fees over the last week.
So the launchpad numbers are genuinely large, $46.1M in lifetime fees, $10.1M in protocol revenue, $3.61M of actual PONS buybacks, but as volume has shifted towards V2, the direct relationship between launchpad fees and PONS buy pressure has become much weaker.
Worth understanding if you're looking at PONS primarily through the buyback thesis.
itskevinkz.github.io/pons-st…
This is one of the most misleading marketing I have fallen into in recent years. If anyone is filing a class action lawsuit, count me in.
The whole “20x” in Claude’s pricing is so misleading.
The $100 plan says 5x Pro limits, while the $200 plan says 20x Pro limits. That makes it sound like you’re getting 4x the usage.
But the 20x applies only to the 5-hour usage window. The weekly limit is basically just 2x the $100 plan.
I spent way too much time digging through the internet and Reddit to figure this out. They could’ve just stated the limits directly instead of marketing it as “20x.”
That alone would’ve saved me hours of confusion.
Saylor started buying bitcoin:native.
But I don't know whether that's a good news or bad news. You can read it either way:
+) BTC pumped without Saylor's ammo. Saylor coming back is bullish confluence
or
-) This will be sell the news. Saylor won't be buying big size like it used to. And Strategy still have $15B pref shares that bleed constantly.
Safest bet is probably wait this out and trade the mean reversion after it moves one way.
