Sisyphus

Sisyphus

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flight enthusiast

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The current nutriding of Kyle is weird to me: -single biggest signal booster of SBF, never apologized -was all over the Epstein files -blasted $1.7B of other peoples’ money into SOL on behalf of DAT that everyone frontran -attended no less than 5 Diddy parties -hates analogies

Pretty insane to see the sheer amount of volume and open interest on equities & metals onchain, 24/7 with no KYC & no barrier to entry to any investor globally with a WiFi connection. This is a story that legacy finance analysts will understand, then they'll see the cash-flows. twitter.com/andyyy/status/2018...

Novo implies on the earnings call just now Galaxy had a client that sold $9b worth of bitcoin at least partially due to quantum twitter.com/nic_carter/status/...

congratulations everyone, we have solved the "short termism" problem, big publicly traded companies are taking ~all (or more!) of their free cash flow and plunging it into capex. surely everyone is happy about the state of modern capitalism now?

Now that we are at saylor’s breakeven price and he is also out of money, it is basically a GBTC 2.0 type of situation, starting to turn into supply overhang

Btw the MSTR premium to NAV is gonna go negative at some point though so I'd prepare for that Hyperliquid

Despite Tom Lee buying 3.5% of ETH supply in a span of 6 months, ETH has now completely retraced the $BMNR pump.

[ ZOOMER ] JPMORGAN CEO JAMIE DIMON TOLD BRIAN ARMSTRONG HE WAS "FULL OF SHIT" AT WORLD ECONOMIC FORUM, FOLLOWING CLASH ON THE SENATE'S CRYPTO BILL: WSJ

HyENA's total volume has passed $1B. Being the most capital-efficient venue for perps is just the first step. A huge thank you to the community for making productive margin the new standard. HyENA will always reward traders.

Does anyone knows how much of other people’s money Tom Lee has lost at current prices? They don’t seem to publish their average buy price in filings

This probably won’t be a popular take but I actually like the Polymarket insider trading. Before prediction markets, the Warsh stuff would have leaked to like 2-3 global macro funds who would position to make billions in PnL. Now one guy is greedy and destroys the Polymarket order book to make like 300k, and in return we all know what’s up.

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