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An archive of tweets, threads, articles, blog posts etc. that I find interesting within crypto
https://x.com/0xaporia/status/1901173478625099959
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NGMI 😆
Link to tweet: https://x.com/Route2FI/status/1900919713296797998
https://robotjames.com/posts/the-best-places-to-get-trading-ideas/
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https://x.com/Cbb0fe/status/1900630907221934203?t=9B8-2ikfkJNdFM1eNO1Yfw&s=19
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Good thread
https://x.com/jaynitx/status/1900159993782972547?t=wKARcOAD8Q3ImovjRlY7IQ&s=19
https://x.com/defaixbt/status/1900200313132597479?t=OYUsGChRh9WmejrHe14Lcw&s=19
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https://x.com/happyprofit1/status/1900299937486688287?t=XKKUJY3jm5qFdmp0hrsVRg&s=19
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Really great article.
The period from 2017 to 2025 is likened to the Dotcom bubble for the crypto industry. This era has led to a disillusionment in broader crypto markets, with Bitcoin following a separate adoption cycle.
Tokens are expected to approach zero value, reflecting market maturation.
The market is experiencing isolated pockets of performance, with altcoins no longer existing as a unified category.
Narrative-driven investments are becoming shorter-lived, while value-oriented plays are emerging.
The VC landscape in crypto has changed significantly.
Early investors who avoided action from 2022-2025 were generally better off.
The traditional playbook of private-to-public market arbitrage has diminished in effectiveness.
Oversupply of capital led to exaggerated visions and less specific innovation.
Crypto would benefit more from funding smaller, product-oriented experiments.
Large "early-stage" funds led to investments in generic infrastructure rather than specific, high-risk products.
The industry needs to focus on deploying experimental ideas and distributing solutions to a wider customer base.
The period from 2020-2025 is viewed as one continuous cycle.
Excess capital and additional liquidity from ETFs and other sources encouraged aggressive market behavior.
The industry has been relying on capital inflows rather than real cash flows.
The crypto industry appears fragile from an insider's perspective.
However, protocols and apps have become more robust, with DeFi working as intended even under volatile conditions.
Stablecoins have proven their product-market fit, solving cross-border currency settlement issues.
The industry is slowly moving towards relevance in internet finance.
Matti concludes by suggesting that necessity may drive invention more effectively than excess capital has done so far, and that genuine curiosity chasing vision rather than price action will be crucial for future growth in the crypto space.
https://wrongalot.substack.com/p/welcome-to-disillusionment
Link to tweet: https://x.com/Route2FI/status/1900116293551792594
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https://x.com/naiivememe/status/1899838794724999257
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https://x.com/threesigmaxyz/status/1899798137000145067
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https://x.com/lookonchain/status/1899722716971684200
The "insider" trader seems to be exploiting vulnerabilities in Hyperliquid's system, particularly affecting the HLP (Hyperliquidity Provider) vault.
The trade
- Build a massive position: the trader deposited 10M USDC into Hyperliquid and built up a long ETH position reaching approximately 141,013 ETH (worth $271.6M).
- Used high leverage (estimates mention 13.5x to 19.2x) to control a notional exposure of approximately 270-336M with only about $23M in underlying capital
- Eventually liquidated for 160,234 ETH (worth about $306.85M), which appears to have been a deliberate strategy rather than a mistake (?)
Potential Exploitation Strategy
- Potential deliberate attack on Hyperliquid's liquidity engine and HLP vault:
- Forced Liquidation: The trader may have intentionally triggered their own liquidation, possibly by withdrawing capital to force the liquidation price to be hit
- HLP vault was "hurt" by this action and was "long $286m in ETH" after the event (took on his posiiton), suggesting the vault had to absorb the trader's position
- The trader may have been exploiting how the HLP vault handles large liquidations
Why This Is Exploitative
- HLP vault works by sharing profits and losses among depositors. By forcing such a large liquidation, the trader may have:
1. Created forced buying or selling that moved market prices in their favor
2. Potentially passed losses to HLP vault participants
3. Exploited the liquidation mechanism for their own gain, possibly holding offsetting positions elsewhere
My trade frequency has materially decreased in the last few weeks. I've become stricter and more disciplined to only take 4/5 or 5/5 trade setups and I think this has vastly helped my mental state + performance. Trading volume has dropped by 50-60% thereabouts.
Would recommend y'all look into your own frequencies especially if you keep trying to time every market move.
https://x.com/0xkyle__/status/1899503744620155233
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Reflections on My First Bull and Bear Cycle: Lessons Learned
👇
https://fxtwitter.com/hmalviya9/status/1901153495493079439
trader‘s channels i like:
- miyahedge
- game room
- /channel/leftcurvemaxing
- /channel/SamenessClub
- /channel/AnteaterAmazon
- /channel/lanjiaogcb
- /channel/antirug_calls
- /channel/shadowmarketmaker
- /channel/smolinsanity
- /channel/valkyrie_finance_channel
- /channel/hiddenairdropalphachannel
- /channel/Defiscamcheck
- /channel/UMOnchain
- /channel/Blue_Cat_Connections
- /channel/+lw6leC9SyZQ2MGY0
- /channel/dragossden
"Insider" Trader with another trade, this time on LINK
According to Bob, their strategy is likely
1) Long 20 mil worth of link on Hyperliquid
2) Short 20 mil worth of link on Binance
3) Is delta neutral but gets to freeroll a liquidation on Hyperliquid, paying 1% penalty
4) In the case of liquidation, HLP takes over the long 20 mil position and has to sell within 30 minutes
5) Hopes ppl frontrun HLP sales and push price down
6) Exit short on binance in profit (as long as they earn 1%+, they will net profit)
Rn they've redeemed 5M USDC to likely buy spot LINK to save his long.
Prob some front running with people monitoring his wallet happening as well.
Profile History: https://debank.com/profile/0xf3f496c9486be5924a93d67e98298733bb47057c/history
Position: https://hyperdash.info/trader/0xf3f496c9486be5924a93d67e98298733bb47057c
Currently 400k down on position
Hyperliquid updates:
/channel/hyperliquid_announcements/325
/channel/hyperliquid_announcements/326
I am mostly doing nr. 1 and nr. 4
https://x.com/0xLightcycle/status/1900454137873244302?t=qPYwZ7lWUQZ7nQ4xsoqO-w&s=19
Good read: "GETTING NEW USERS IN CRYPTO IS HARDER THAN EVER (WHAT TO DO)"
https://fxtwitter.com/emilyxlai/status/1899900098202550681
1. I successfully questioned myself after I round-tripped 500K+ in the last run and believed everyone when they said, *"This bull will continue for some months."* This time, I decided to take a different approach and just take profits into stables continuously throughout the whole run. It worked like a charm.
Of course, I could have made more profit, but profit-maximizing is super risky, and the first 100K is worth much more to you than the next 100K. Our minds are tricked by all the *0 to 7-figure* fake Twitter posts, but in reality, most degens round-trip the most money.
2. Fast adaptation to situations and new chains is key. I ignored SOL for many weeks because I thought, *"It's just another new shiny chain, and it will die soon."* Never judge, never try to outplay the market, and never think you're clever enough to fully understand the game.
The fact is, nobody understands shit—so try to adapt quickly to new trends and play the volume where it comes. This run felt so much faster than the last one.
3. Mental and physical health are key. Don't play when you're tired, sad, or angry about losses. Emotions will lead to bad decisions most of the time, and I’ve seen so many people lose money they made over months in a single bad FOMO decision.
4. If the market stays like it is now for many weeks or months, it's not worth hustling 24/7. Either take a long break to recharge your energy or use the time to build a network, connect with new people, and learn new skills.
If you keep hunting 10 hours a day in front of your PC during a bad market, the probability of losing control and aping into shitcoins is way higher.
Over and out, see you soon
https://x.com/loopifyyy/status/1899810340117807168?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
Don't underestimate how valuable $1M USD liquid is
US FEB. CPI in 30min:
Analysts Estimates:
*headline: 0.3% vs 0.5% M/M prev.
*headline: 2.9% vs 3.0% Y/Y
*Core CPI: 0.3% vs 0.4% M/M
*Core CPI: 3.2% vs 3.3% Y/Y
*SPX IMPLIED MOVE: +/-1.5%
*Any sign that inflation isn’t cooling as fast as previously thought will ignite more turbulence
https://x.com/defi_mochi/status/1899678533577838839?t=QHsaKYOb4AILFQouNYUMFw&s=19
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https://x.com/cryptoian/status/1899706131188175166?t=DZXQd7AR-reLTtberycA1g&s=19
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His portfolio went from +55M usd to under 10m now.
But the bull market hasn't even begun 😁
https://x.com/naiivememe/status/1899297314986225764
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