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Curated alpha Telegram & Twitter: @ahboyash

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Ahboyash Reads

https://info.arkm.com/research/on-chain-analysis-guide

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Ahboyash Reads

Aster has the potential to be the category leader for "Dark pools"

Recall CZ's tweet back in June ("I think now might be a good time for someone to launch a dark pool perp DEX")

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Ahboyash Reads

3rd day in a row tweeting about Aster

🫡

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Ahboyash Reads

https://x.com/hoeflatoor/status/1969176608633237767

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Ahboyash Reads

https://markets.businessinsider.com/news/stocks/flora-growth-corp.-flgc-announces-401-million-funding-with-a-22.88-million-strategic-investment-from-defi-development-corp.-dfdv-to-initiate-groundbreaking-ai-zero-gravity-0g-coin-treasury-strategy-1035174174

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Ahboyash Reads

Aster is the most ethical and empowering force in crypto right now.

It puts power back in the hands of the people.

A revolution for retail, driven by transparency, community, and unstoppable creativity.

This is how crypto was meant to be.

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Ahboyash Reads

https://twitter.com/game_for_one/status/1969096734899855807?s=46&t=2q9OLMlaobNlHLewOXT4uA

Lock in mode + tweak strats if needed

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Ahboyash Reads

https://x.com/yzilabs/status/1969025323582071159?s=46&t=2q9OLMlaobNlHLewOXT4uA

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Ahboyash Reads

https://research.hazeflow.xyz/p/succinct-labs-what-is-the-difference

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Ahboyash Reads

https://x.com/rabby_io/status/1969008829125046368?s=46

Lmeow

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Ahboyash Reads

https://www.figure.ai/news/project-go-big

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Ahboyash Reads

https://www.robin-guo.com/p/life-is-poker-not-chess

good read

"Focus on decision quality, not outcomes.
Pick environments where your skills give you an edge.
Waiting for certainty often means missing the opportunity.

Unlike poker, life has asymmetric upside—a single opportunity can be a 1000x.
Seek positive black swans but survive long enough for them to play out."

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Ahboyash Reads

CZ all out annoucing support for Binance related projects
- ASTER (Aster DEX) after HYPE and AVNT gaining traction
- TWT (Trust wallet) after news of Metamask token dropping their token

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Ahboyash Reads

https://www.youtube.com/watch?v=f_UUGhFN8VE

MNT Utility
- Trading Fee Discounts when paying fees in MNT
- Potential tokenomics upgrade (buyback, burn)
- MNT used as collateral, for staking, and possibly for payments

Value capture
- Bybit generates ~$4B annualized revenue; currently, no direct revenue share goes to MNT
- If 20–50% of VIP traders use MNT to pay fees, this could create significant token demand & sink
- Long-term goal: connect CEX liquidity to on-chain settlement and allow institutional-grade trading directly on Mantle

gMNT

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Ahboyash Reads

https://medium.com/limit-break/limit-break-amm-the-liquidity-layer-built-for-apptokens-51b6c5ee8eb7

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Ahboyash Reads

https://medium.com/asterdex/dark-pools-iceberg-orders-and-hidden-orders-in-crypto-perpetual-futures-why-hidden-orders-are-0d50706103ae

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Ahboyash Reads

https://open.substack.com/pub/crossingthemidcurve/p/what-fed-rate-cuts-mean-for-on-chain

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Ahboyash Reads

https://x.com/Aster_DEX/status/1969355877242323220

$41b coded?

"Temu's own growth is measured by its Gross Merchandise Volume (GMV), which was projected to reach $41 billion in 2025 by SimiCart and ecdb.com."

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Ahboyash Reads

https://blog.variant.fund/four-categories-excited-about

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Ahboyash Reads

https://www.ournetwork.xyz/p/on-370-restaking-2

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Ahboyash Reads

https://www.prnewswire.com/news-releases/ftx-recovery-trust-to-distribute-approximately-1-6-billion-to-creditors-in-third-distribution-on-september-30--2025--302561856.html

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Ahboyash Reads

https://x.com/GlobalAffairs/status/1969097083530461375

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Ahboyash Reads

https://www.astralcodexten.com/p/what-is-man-that-thou-art-mindful

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Ahboyash Reads

https://x.com/cz_binance/status/1969084937014780313

CZ is non-stop tweeting about Aster

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Ahboyash Reads

Binance Wallet - TGEs, Bonding Curve TGEs, and Pre-TGEs

https://x.com/binance/status/1968827378265653453

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Ahboyash Reads

https://layerzero.network/blog/LayerZero%20brings%20Global%20Distribution%20to%20PayPal%20USD

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Ahboyash Reads

https://dune.com/wintermute_research/hyperevm

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Ahboyash Reads

https://christinedkim.substack.com/p/acdc-165

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Ahboyash Reads

https://x.com/i/broadcasts/1BRJjgOPzzNxw

Metamask token soon.tm

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Ahboyash Reads

https://x.com/0xcheeezzyyyy/status/1968850935289155996?s=12&t=2q9OLMlaobNlHLewOXT4uA

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