Trying @papertrade_xyz and it's really fun
I could see some people make greatcontent out of this
It also builds some suspense and more gambling to it that your position doesn't open/close instantly
After listening to this i wish b16z would do a podcast.
He's hilarious and well articulated
My full conversation with @based16z
0:19 the Hyperliquid call
5:01 almost losing his $HYPE airdrop
8:27 life after life changing money
10:12 dating a billionaire's daughter
14:37 from online poker to Crypto
16:40 two trades made his year
20:56 the Snapchat trade
27:43 Sydney Sweeney $AEO trade
31:14 posters move markets
41:42 loot and rob
44:23 advice for a 20 year old
47:23 math lore
51:49 why he has no social media
Everyone can create a plugin like this.
Really good bagwork here
Breaking: World ID plugin is already live in Codex 👀
you can now prove you're human right inside OpenAI's tools
much more to come. this may be the beginning of something big 🌍 $WLD
how to install: just tell Codex
"Install this plugin: github.com/worldcoin/world-i…"
then say "Connect my World ID" ✅
My base case for ZRO is $11B FDV
That assumes just ONE perp DEX on Atlas reaching volumes comparable to Variational or Lighter.
Bryan said that he expects ZRO to roughly make 1.2BPS on every $ traded on Atlas.
There are multiple teams ready for day 1 launch that (GTE, DefinedFi, Bullish, and TrueNorth)
If that flows through as earnings, applying a blended ~90x P/E based on Lighter and Hyperliquid implies ~$10B FDV.
Two perp DEXes doing similar volume would take that to ~$20B under the same assumptions.
Make of that what you will.
looking good
think $BAT has really nice potential
they have really good distribution with the brower + privacy narrative + real business with underlying revenue + funding negative
unsure how high we can go, but know price is undervalued here in the medium term
$PRL doesn't have any fundamentals beside being BTC alternative, that's not sustainable at high prices
Max attention will be around the T1 Cex listings. This will be a good time to fade it into liquidity
We've seen time and time again that being a BTC alternative is not enough












