
coldest nigga breathing | @BullpenFi @MarketBubble
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from my perspective, Meta is still pretty under-discussed in the AI race > open-source models keep getting more efficient > distribution becomes a huge edge as models improve > Meta already has billions of users across its products > better AI can improve personalization + ad ta
i highlighted Meta last week and the thesis is starting to get more interesting their AI spend is beginning to show up across the actual business, especially ads, while the consumer side keeps expanding with products like Meta AI the market has spent a lot of time focused on who owns the best model distribution, monetization and the ability to ship AI directly to billions of users matter just as much Meta is one of the names i’m watching closely here
Ethena gets a lot more interesting when crypto leverage starts heating up USDe is built around delta-neutral hedging, with short derivatives positions helping offset exposure to its backing assets when traders aggressively bid longs and funding turns positive, those short positions can generate additional yield that makes Ethena one of the protocols i’m watching as leverage and risk appetite come back into the market
hope you got your entry
@Ga__ke gake whats goin on brotha
@insomniacxbt shot call!
most hated rally of all time otw
Everybody's gonna call me insane BUT solana:So11111111111111111111111111111111111111112 from $60 to $600 this cycle Last cycle it hit $297 on memes alone. that was the proof of concept This time solana has memes, breakout consumer apps like CARDS, AND a real perps competitor to
THEY DIDNT BELIEVE
> create great onchain product with crypto native assets > product works just as well (perhaps better?) with a broader set of assets > expand and make product better + increase tam by adding traditional assets to mix ---------- all the best projects from last cycle are getting *b
LOOKS GOOD SEND IT
Cash dividends for stocks and ETFs are now live on Backpack. Eligible dividends are credited directly to your account 🎒
You can say what you want about @frankdegods But you can't insider trade $BP His bag is now worth $1.3M with $600K profit in 5 days
there are levels to this game
Ethena is partnering with @Binance as our first venue for the extension of the basis trade into equity perpetuals, one of the most exciting updates to the USDe collateral backing since launch. This expands the addressable market of underlying collateral from $2.5 trillion of cry
huge
@alexandr_wang bros posting arc is crazy
solana looks good
nearly 2 years later and this clip still haunts me to this day
adin pico top call here was all time ngl
Nobody's safe. The TOKEN2049 Roast of @blknoiz06 with actor and comedian @nottjmiller on the mic. One hour, zero mercy, because TOKEN2049 isn't all keynotes. Thu 8 Oct, 4 PM, BingX Labs Stage
idk how they convinced me to agree to this but it should be entertaining 😂😂😂
@xbtDLN in May btw
@KyleSamani it is silly to abide by the existing framework of laws around how financial exchanges work when we are creating a completely new system from the ground up @HyperliquidX would not exist if they attempted to fit into the existing system, neither would many other crypto
As it turns out, the formula for being a high performer is incredibly simple and incredibly hard at the same time show up every day, do the hard work, bring your best, and expect the same from the people around you. It doesn’t matter if you’re trying to be an athlete, founder, s