aside from this being a top 3 trade for me, we haven't even scratched the surface with $LIT.
we're positioned to win US regulated perps, unlocking trillions in volume by institutions and market makers
not if, but once this happens, @Lighter_xyz will become one of the most important projects in cryptocurrency
Replying to @TrustlessState @nonefungible
nah you're right he gave me the 'insider info' too, perks of being a subscriber ig
was full port $hype since beginning of year, now rotating my port into ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2
this will be my 3rd trade i ever post about on x, the first two made me 7 figures each
watch me do it again by buying something that is so clearly mispriced
1/ I am early but I am not wrong 🧵
ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2: The Clarity Act Moment for Circle, is Ahead for Lighter
The biggest trade in onchain derivatives last cycle was hyperliquid:native. The next one is ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 and it's setting up the same way Circle did into the Clarity Act.
Regulatory tailwinds reward the operator who built for them. Lighter is the only perp DEX that did.
dk retweeted
Lighter isn't trying to beat Hyperliquid.
It's coming for Coinbase, Robinhood, Kraken - and eventually the entire US brokerage industry.
The US perps door cracked open May 29. Between the team's pedigree, trading background, & regulatory connections, @Lighter_xyz is one of the best-positioned venues for the institutional $ about to flow in.
(I own hyperliquid:native - but it'd be naive to ignore what ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 is building)
The lighter thread 🧵
was full port $hype since beginning of year, now rotating my port into ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2
this will be my 3rd trade i ever post about on x, the first two made me 7 figures each
watch me do it again by buying something that is so clearly mispriced
1/ I am early but I am not wrong 🧵
ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2: The Clarity Act Moment for Circle, is Ahead for Lighter
The biggest trade in onchain derivatives last cycle was hyperliquid:native. The next one is ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 and it's setting up the same way Circle did into the Clarity Act.
Regulatory tailwinds reward the operator who built for them. Lighter is the only perp DEX that did.
dk retweeted
polymarket has 1.7m wallets, 70% losing money with $3 median loss. if they copy hyperliquid's 31% allocation at $20b valuation that's $6.2b to community. CMO confirmed 5-10% airdrop minimum. world cup TGE speculation means you have maybe 3 months to establish volume history. lose $50 farming, maybe catch $4k. the asymmetry is obvious
if you're not on polymarket especially while market looks untradable, you're literally leaving money on the ground
not only are you leaving money on the ground but you're also not farming what could be a top 10 coin/biggest airdrop of all time
recommend checking out @TradeOnsight and learning as much as you can
dk retweeted
Introducing DeityFNF, formerly Ordinal Codes
Ordinal Codes was the first token-gated alpha collecitve on Bitcoin, uniting some of the most talented traders and builders in the ecosystem.
The estimated uPnL (during highs) among our 155 members has been north of $100m, cementing our position as the most successful alpha server in the Bitcoin ecosystem.
With the rampant decline of Ordinals and Runes, the sentiment fell apart, and soon we discovered that the token-pass model is inherently unsustainable
Today, we’re evolving. DeityFNF marks our transition into a free, invite-only collective; fully chain-agnostic and focused on recruiting only the most skilled, engaged traders across ecosystems.
For applications and inquiries, DM @dkxbt
my last public call was in 2023 where I ported nodemonkes and turned 5 figs into 7s
generational
asymmetry this time hasn't changed, only the scale
$aster
I've risen to prominence in a short time by being vocal about my asymmetrical bets on ordinals. This meant being highly convicted at times people were looking the other way.
Mikan is one of those moments. The hype and the noise drowned out what this really is.
Mikan is the first anime project to ever be inscribed on bitcoin (excluding AI and chibi art).
The best thing I can do is to let the artwork speak for itself
dk retweeted
Shootout to @dkxbt & @mikan_btc for the launch!
There has been some FUD around @mikan_btc after the launch like "Mikan was quickly launched without building" that's wrong.
I’ve known DK for a while now since @ordinalcodes and im a proud holder. DK is one of the most visionary builders in the space. He's been constantly building for months.
Do you think it's possible to sell out a project like this without getting the ordinal communities behind you?
Those on the ETH side fuding because they didn't get WL, I just laugh at that.
I think it is right for ordinal projects to take this stance towards ETH communities.
ETH side right now suck and will continue to be so as long as there are greedy people.
So anyway, haters gonna hate, builders gonna build. Let's move on. 🟧
dk retweeted
Congratulations @dkxbt one of the most legendary and real ones in the space🍊
Full disclosure - I minted and bought on secondary. NFA. I have known @dkxbt and supported him IRL and online since he first came into ordinals. He has had a vision to onboard new energy and people into ordinals and has executed on it brilliantly. I have learned a lot by observing him and ordinal codes community
His art collection was one of the first things we discussed and it’s been a joy to see him iterate and release a powerful and beautiful collection that so wonderfully captures his spirit 🍊





















