Writer of long threads. Strategy tactician above the trenches. @DeGodsNFT OG Class of 2021
Joined March 2021
- Tweets33.1K
- Following4.4K
- Followers9K
- Likes31.9K
RT from @RobinhoodCrypto for @RamsesExchange? 👀
The breakdown:
- Most days, @RamsesExchange is the leading market for $PONS. That's including central exchanges. Low key volume generator.
- Yield is real. PONS/USDG has 300% in fees/100% in $RAM incentives.
- Example: conservative 1m range on ETH/USDG nets around 190% APR.
- Around 50/50 ratio of Robinhood to HyperEVM TVL.
The different tokens on both chains can be confusing, here's the TLDR;
- Buy $r33 on Robinhood
- $HYPERRAM on HyperEVM.
They're the liquid staking versions of the main token and accrue more value.
Been holding for a while now, devs keep building. Quietly.
At some point fundamentals beat out memecoin roulette, with a lot more long-term upside for marketcap growth . . . right? 🙃
PS: IMO you'll see a big increase in DeFi activity as a whole once the perp dex airdrop farming finishes up and that liquidity becomes available.
FWIW:
Generous airdrops of $JUP, $ME, $BONK, Tensor, @solanamobile etc absolutely sparked the crazy run on the $SOL ecosystem in 2023-2024. User liquidity everywhere
Imagine if @HyperliquidX ran the same playbook for $HYPE via $UNIT, @prjx_hl, @felixprotocol, more $KNTQ etc 👀
Meanwhile
The CLARITY Act could be law by April 3rd.
“I think it's quite realistic given the level of work that's been put into crypto being made in America once again.”
@patrickjwitt (White House Digital Assets) and @PatrickMcHenry (Ondo Vice Chairman) on why optimism is justified.
If you didn’t get it then, hopefully you’ve got it now.
“Life changing money” in crypto is probably over.
Sports betting and prediction markets are more engaging and entertaining avenues for gambling. The downside is far more manageable.
NFTs and memecoins are rigged and have become a punchline in mainstream culture. We cooked the golden goose while acting like clowns.
The upside? Wealth creation in crypto is an easy layup, as long as you plan for it.
We have easy compounding gains and yield that’s unrivaled in TradFi.
“We’re early” now looks like 2x on an established alt with future catalysts (ex: currently $UNI $CAKE and $MET).
You can buy with size, hold spot months on end, and not worry about an overnight crash.
Shaving profits off your trades until you’re guaranteed positive PnL for your winners.
Five figure airdrops are no longer a given, but farm wisely and you probably hit 1-2 in a year.
IMO the current Clarity Act noise is standard Senate negotiation tactics. A positive outcome feels inevitable, because it creates too much money to pass on for influential people and companies.
ETH and BNB will run and store RWAs and post-regulation profit sharing DeFi tokens.
Alt-season will follow.
Some short-lived meta will probably offer a 100x with even worse long odds than NFTs in 2021 and memecoins in 2024.
Retail dead money ain’t coming in. Polymarket and DraftKings are strictly better and more accessible for a dopamine hit.
But that kind of gambling rarely leads to reliable wealth creation.
That’s what we have in here.
No financial options out there can match what you’re still doing day to day.
That’s your edge.
Use it.
FWIW I'd recommend putting some LPs into @katana right now.
(I dunno how my $KAT stacks up here, prob need to ramp up)
on Katana, users win ⚔️
$42k+ in vaultbridge & AUSD treasury yield are being donated to users in katana yearn vaults. raising the value per vault share (yvvbTokens).
donations over the next 7 days:
🔹3.6 ETH
🔹21k USDC
🔹3k USDT
🔹7k AUSD
🔹0.003 WBTC
the flywheel in motion.
Tightened up the vbUSDC-vbETH range a few days ago on @SushiSwap.
Got a bit more yield than the 123.35% ;)
$1m insurance backed protection for depositors pretty much the best way to onboard new crypto users. Defeats every negative narrative about the industry.
Plus @aave just released v4 testnet.
Let's see what they can do with the new liquidity 😁
Institutional Supercycle.
Have seen this movie before: $RAM has the same high holder revenue system as $SHADOW and $x33 on Sonic.
Except, you know . . .
Hyperliquid.
(Oh, $1.9m marketcap and in Epoch 1 😁)
The $RAM token hasn't been live for 7 days yet, but according to @DefiLlama we are number 1 on HyperEVM for holder revenue over the last 7 days.
Starting off strong:
ALT RAMSES RISES
1) Vast majority of traders would do much better just buying those BTC/SOL lows and getting off this fucking app 😅
(See post from 2022, during the FTX collapse 👇)
This quoted post is unavailable.
5) Demoralizing and extracting from retail is a bit of a “killing the golden goose” scenario. $TRUMP was the season finale.
This was the moment that separated the men from the boys.
If there's ever a time to midcurve the market, it's this week (and honestly the next 24-48 hours will be critical)
There's a LOT of institutional grade tokens that have gone dormant/sideways for the last three years.
If nothing happens this week, losses should be minimal.
When big money gets the green light?
These sectors will go parabolic.
There is no such thing as being stuck with the bag because it's not a bunch of memes. It's massive amounts of real world assets + tools to amplify their value.
So here's the play:
- Very little downside, low volatility (by our standards 😉)
- My RWAs barely went down this week on the nuke, some even went up,
- Massive upside potential in this new administration.
$TRUMP is retail money.
RWAs and DeFi = Blackrock money.
6) Where we’re at now:
- Retail at full learned helplessness and nihilism.
- Many smaller alts could very easily be *undervalued* right now by IRL standards relative to marketcap. Especially post SEC clarity.
Nature heals.
And eventually, value has to win.
One thesis I’ve been running with post-Trump election/pre-SEC clarity:
- Legal clarity on alts => ability for institutions to buy-in (see influx of liquidity into ETH and SOL LSTs after SEC “not a security” announcement.)
- Ability to add token value without fear of hitting a legal tripwire.
- Browse @DefiLlama, look for tokens with absurdly low marketcaps vs. the field when it comes to volume, fees and revenue (not just TVL)
- To @icobeast’s point: SOL has some tokens that fit nicely here. $CLOUD and $MET are solid choices.
- @MeteoraAG leads everything other than Tether and Circle on 1Y monthly average fees 👀
- LST project FDV marketcap vs. revenue (see below)
$LDO: $822m
$JTO: $736m
. . . and
$CLOUD: $97m
- $KMNO: Auto-compounding/real time adjustments to LP pool ranges are rare. Last I checked, token doesn’t do anything yet. Cool. Undervalued.
- On EVM: $ETHFI $REZ $KERNEL all have investments from and/or close ties with Binance.
The big alpha here:
All of these airdropped in the recent cycle. Had post-TGE dumps as expected.
Especially on the EVM side: these tokens are running flat for 1Y+ at a bottom since then, future pump is inevitable.
Contrarian trade here: these are not short term trades, but long-term holds waiting for the next SEC greenlight to ramp up interest.
Revenue good.
