VIKTOR

VIKTOR

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Narratives | Asymmetric bets | DeFi

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Much smaller volume today on $STRC, I think someone was rushing to get in before EOM/EOQ for God knows what reason twitter.com/thedefivillain/sta...

$STRC had a surprising $500M volume day yesterday, making it its 2nd highest volume day behind the day just before ex-dividend date in March. The only way this buying spree stops on STRC is if BTC price goes down.

Bottomless $WLD (There was a $4M+ WLD long on Hyperliquid that got progressively liquidated since yesterday)

$STG -> $ZRO is a one-way migration so now STG is just a low cap shitcoin that no one can arb to the downside The fact that the LayerZero team didn't take this situation into account meant that you were incentivized not to migrate, precisely to profit from this

You can't hold a directional position for more than 3 days in these market conditions

$TAO is one of these coins that has clear buy pressure but do you really want to buy this after the Jason x Chamath shill

Saylor is going to announce a new purchase today, fully funded through $MSTR sales He's a buyer in the market, even when STRC is not trading at $100. But for what size? Impossible to say, could be $400M+, or could be minuscule too

Absolutely gigantic round 2 on $SIREN, it went up +440% bottom to top in one day and 50x in total Next-level crime once again twitter.com/thedefivillain/sta...

A cluster of wallets has deposited/locked 400M $SIREN into Hedgey Finance on February 6, just one day before they did a 3x pump-and-dump on SIREN Today and yesterday, they got all the 400M tokens out from Hedgey and have now consolidated it all into roughly 30 different wallets At the same time, a wallet that seems unrelated to the entity is selling $2M worth of $SIREN tokens, still $1M left to sell 0x78c6d092b95e37bedb0650ca15e0f1c418cdbe18

They managed to liquidate a $1.6M $SIREN position around the $2 level... 20x in 6 weeks bottom to top. Extremely vicious and predatory, it reminds me of the BANANAS31 in July. Shorting it now is significantly less risky than shorting it before it had this squeeze. twitter.com/thedefivillain/sta...

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