Japan 30y yields pushing 4% is not just “rates up” It’s the market repricing japan’s entire debt model Decades of zero rates made long dated money feel free that assumption is breaking Higher yields pressure government financing, hit banks and pensions, and unwind the yen carry trade This tightens global liquidity and spills into risk everywhere TLDR: maybe time to sell your llm vibe coding solana shitcoin meta I’m flat on perps and was wrong for now

Name & Symbol: Large Language Model ($LLM)
Address: 98mb39tPFKQJ4Bif8iVg9mYb9wsfPZgpgN1sxoVTpump

IMO @nadoHQ is one of the last decent +ev perp farming opportunities and it’s somewhat still early to do so. Kraken has a weird equity bid and will likely aim to compete with Coinbase and base ecosystem in order to maintain it. Basically all you can do on ink is trade Nado perps and use @tydrohq (lending market) so they likely push this pretty hard. Would not be surprised to see it tightly coupled with Ink token itself and further integrated within the core exchange similar to the Aero / Coinbase stuff happening right now. Lighter is/was cool cause it was the first newish competitor to come after hype and used points + free trading in attempt to vamp (I think of this similarly to uni + sushi) + got the Robinhood check, however it’s basically over with TGE expected this month. I certainly get the overarching narratives of others like Extended being the Revolut equivalent to Lighter but I don’t really think this compares to the opportunity with Nado. Besides Nado, Trade / Unit and some of the other equity / RWA exchanges are definitely interesting but who knows if Unit ever actually tokenizes and you probably have more time here. I generally think a lot of the others are a bit of a reach and likely yield low outcomes.

Name & Symbol: Aerodrome ($AERO)
Address: 0x940181a94a35a4569e4529a3cdfb74e38fd98631

As a professional ASTER HATER, It’s the only long I’m in that looks JUICY. I’ll close me perps at $1.5x https://t.co/GhBSJWHTuB

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

XPL has been one of the best farming opportunities Users trade stables for XPL and Plasma Team earns 15679% more stables

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

For the first time since its nonstop grind down from $17B fdv, I bought some plasma. Since yesterday’s market selloff it has been one of the few coins showing strong relative PA, suggesting finally an exhaustion of sellers; I believe the Cobie thesis may be ready to play out here https://t.co/b2clSpptiX

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

The $10B liquidation figure floating around is fake, the real number is likely much higher, somewhere in the $30B–$40B+ range. On Hyperliquid alone, nearly $7B was liquidated. Here’s the full breakdown for anyone interested: Total liquidations since 20:45 UTC: - Total Value: $6,702,223,168.08 - Total Backstop: $4,352,720,741.58 - Total Market: $2,349,502,426.49 Breakdown by asset (top 10 by market): - BTC: $781,848,860.51 - ETH: $539,690,395.94 - SOL: $246,037,906.19 - HYPE: $116,710,437.27 - DOGE: $76,753,273.71 - ASTER: $76,606,241.66 - XRP: $73,144,750.79 - XPL: $43,076,401.99 - ENA: $32,104,013.63 - PUMP: $30,501,142.72 All data is sourced from the Liquidations Telegram. The channel was deleted mid-crash for spamming, but since they log everything separately in their own database, the full dataset is still available.

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

The $10B liquidation figure floating around is fake, the real number is likely much higher, somewhere in the $30B–$40B+ range. On Hyperliquid alone, nearly $7B was liquidated. Here’s the full breakdown for anyone interested: Total liquidations since 20:45 UTC: - Total Value: $6,702,223,168.08 - Total Backstop: $4,352,720,741.58 - Total Market: $2,349,502,426.49 Breakdown by asset (top 10 by market): - BTC: $781,848,860.51 - ETH: $539,690,395.94 - SOL: $246,037,906.19 - HYPE: $116,710,437.27 - DOGE: $76,753,273.71 - ASTER: $76,606,241.66 - XRP: $73,144,750.79 - XPL: $43,076,401.99 - ENA: $32,104,013.63 - PUMP: $30,501,142.72 All data is sourced from the Liquidations Telegram. The channel was deleted mid-crash for spamming, but since they log everything separately in their own database, the full dataset is still available.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

The $10B liquidation figure floating around is fake, the real number is likely much higher, somewhere in the $30B–$40B+ range. On Hyperliquid alone, nearly $7B was liquidated. Here’s the full breakdown for anyone interested: Total liquidations since 20:45 UTC: - Total Value: $6,702,223,168.08 - Total Backstop: $4,352,720,741.58 - Total Market: $2,349,502,426.49 Breakdown by asset (top 10 by market): - BTC: $781,848,860.51 - ETH: $539,690,395.94 - SOL: $246,037,906.19 - HYPE: $116,710,437.27 - DOGE: $76,753,273.71 - ASTER: $76,606,241.66 - XRP: $73,144,750.79 - XPL: $43,076,401.99 - ENA: $32,104,013.63 - PUMP: $30,501,142.72 All data is sourced from the Liquidations Telegram. The channel was deleted mid-crash for spamming, but since they log everything separately in their own database, the full dataset is still available.

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

holding XPL is great because you never have to check the chart, you just know it's down 12% on the day, saves a lot of time

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

My everything else longs have brought my pnl to a green somehow If XPL bounces I’m actually going to be giga euphoric

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

@buyerofponzi Longing XPL is selective suffering

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Another day, another infinite Plasma TWAP by the Not-Team Entity

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Here is the case for >$250 $GLXY in the next 3-7 years. Everything is lining up for them, fundamentals, the chart, and massive macro trends. Over $124 trillion in wealth is set to be passed down to the younger generations through now till 2048 (source Cerulli). Investments in Crypto, AI and Robotics will only accelerate as the younger generation see and know these things to be the future. $GLXY is excellent exposure to 2 of these 3 themes. Paging @amitisinvesting, @StockSavvyShay, @RaoulGMI Fundamentals (the 3 pillars of $GLXY): The Balance Sheet: ~$3B of crypto, cash and crypto infra investments of the highest quality on their balance sheet. 2 extremely recent examples - I am pretty sure $GLXY is both an investor in $XPL and @doublezero which both launched in the past week and are trading an order of magnitude higher there last round (don't quote me on this though). Galaxy's balance sheet is full of gems but the reporting here can make it difficult to fully understand what they own which IMO makes it not get the credit it deserves. The Crypto Business Lines, they do literally everything crypto, the Goldman Sachs of crypto! (some highlights): - The 15+ DAT deals Galaxy has done which will generate tons of IB fees, fees from execution, staking and custody fees, in total this could be hundreds of millions of dollars over the next couple years. Most recently they've done $FORD and others like $BMNR, $SBET, Reserve One, $KWM, $MCVT, $DDC, $LGHL, $FGNX, + more. - Their GalaxyOne initiative which I am super excited about and they've been working on for a long time. This is Galaxy's push into a retail facing "everything app" which with the right distribution could compete with $HOOD and $COIN. This can not be understated and could completely transform the stock, allowing them to break into to a high margin retail facing business providing an array of financial services. - A huge push for tokenization, they took the first step tokenizing $GLXY on $SOL and also have a fully owned tokenization/custody subsidiary @GK8_Security. If Galaxy can be at the forefront of equity tokenization this could be absolutely huge for them. - Their @AllUnityStable JV in which Galxay owns 33% alongside Flow Traders and Deutsche Bank, the first fully regulated MiCA compliant EURO stablecoin. Could be the $CRCL of Europe! The Data Center Business: - Galaxy already has 800MW of power approved and a 15yr lease signed with CoreWeave $CRWV which should net them $1.2B/year in average annual revenues at 90% EBITDA margins. - Galaxy also has an additional 2.7GW of power under study at their Helios campus. If they are able to get the full 3.5GW approved and contracted out on similar terms to the CoreWeave lease then they'd be generating ~$5.25B/year in average annual revenues at 90% EBITDA margins!!! (Market cap right now is only ~$13B-$3B in net balance sheet = $10B in implied equity value for both the crypto + data center business lines). ^@jonathan_mg27 from Galaxy IR notes "On data centers, the conversations were all about execution: hitting construction milestones and delivering critical IT to $CRVW on time and on budget. And everyone wants the inside scoop on when ERCOT’s review of 2.7GW of additional power at Helios will be completed. We’re working on it!" - Management has also guided towards the first 800MW tranche of the remaining 2.7GW should be approved by ERCOT by EOY/"single digit months" if they can lease this out to a large hyperscaler like $ORCL, $GOOG, $MSFT, $AMZN, $META, etc it could be a huge accelerant/catalysts for the market appreciating the data center business more! - Zooming out, Galaxy is building Helios which has 3.5GW of potential power, currently on-par with plans from the largest big tech/AI firms in the world. Keep in mind these AI Data Center buildouts are completely different then data center 1.0 from companies like $DLR at a $60B market cap which has ~2.7GW of operating capacity from ~300 data centers. These 1.0 data centers are ~10MW a site vs 3.5GW in one campus with Helios. So it's a totally new build and Galaxy is making partnerships with leading players like Clayco & $CRWV to build to custom AI workload specs. Galaxy expanded their power pipeline by 1GW last earnings and were evaluating "~40 BTC Mining sites" that could be converted into AI data centers. We could literally see $GLXY become a leader in North America for AI data centers which is likely a 1T+ market over the long term given compute demand is infinite. Look at $FRMI trading at $18B pre revenue on the guidance/aspirations of 11GW by 2038. If Fermi isn't bullshitting Galaxy should be able to easily guide to this and probably exceed it given their established position. The chart: Chadlord @buyerofponzi called $PLTR at $30 in Sept 2024 and now says: "This might be my highest conviction tradfi trade since $PLTR at $20+... This is the exact same setup So I will say the same exact thing again it feels like i should go all in $GLXY for the next year" Check out his fractal below. + $GLXY is right near ATHs - breakout soon? Macro: I firmly believe crypto & AI (alongside Robotics) will be the 3 largest investment trends of the next decade and Galaxy is knee deep in 2 of the 3. Feels like everything is lining up for them. As I have said before I think a $250 target for $GLXY in the next 3-7 years is realistic given this. Look at the math on their 3.5GW alone... 3.5GW contracted out to on the same lease as $CRWV is $5.4B a year in revenues, 90% EBITDA margins = 4.86B in EBITDA * 25x multiple = $121B Enterprise Value - $26B in debt = $95B in equity value / 400M shares = $237.5/share. This doesn't include the crypto business either! Bonus the team at Galaxy is amazing and management continues to deliver on promises and be visionaries @novogratz @cferraro06 @austorms @brian_wright21 @jonathan_mg27 I would love guidance from them on their next earnings about the future potential/scale/plans for their data center business (like Fermi $FRMI targeting 11GW by 2038 trading at $18B pre revenue!!) Disclosure: I am very long $GLXY! DYOR!

Name & Symbol: DoubleZero ($2Z)
Address: J6pQQ3FAcJQeWPPGppWRb4nM8jU3wLyYbRrLh7feMfvd

Here is the case for >$250 $GLXY in the next 3-7 years. Everything is lining up for them, fundamentals, the chart, and massive macro trends. Over $124 trillion in wealth is set to be passed down to the younger generations through now till 2048 (source Cerulli). Investments in Crypto, AI and Robotics will only accelerate as the younger generation see and know these things to be the future. $GLXY is excellent exposure to 2 of these 3 themes. Paging @amitisinvesting, @StockSavvyShay, @RaoulGMI Fundamentals (the 3 pillars of $GLXY): The Balance Sheet: ~$3B of crypto, cash and crypto infra investments of the highest quality on their balance sheet. 2 extremely recent examples - I am pretty sure $GLXY is both an investor in $XPL and @doublezero which both launched in the past week and are trading an order of magnitude higher there last round (don't quote me on this though). Galaxy's balance sheet is full of gems but the reporting here can make it difficult to fully understand what they own which IMO makes it not get the credit it deserves. The Crypto Business Lines, they do literally everything crypto, the Goldman Sachs of crypto! (some highlights): - The 15+ DAT deals Galaxy has done which will generate tons of IB fees, fees from execution, staking and custody fees, in total this could be hundreds of millions of dollars over the next couple years. Most recently they've done $FORD and others like $BMNR, $SBET, Reserve One, $KWM, $MCVT, $DDC, $LGHL, $FGNX, + more. - Their GalaxyOne initiative which I am super excited about and they've been working on for a long time. This is Galaxy's push into a retail facing "everything app" which with the right distribution could compete with $HOOD and $COIN. This can not be understated and could completely transform the stock, allowing them to break into to a high margin retail facing business providing an array of financial services. - A huge push for tokenization, they took the first step tokenizing $GLXY on $SOL and also have a fully owned tokenization/custody subsidiary @GK8_Security. If Galaxy can be at the forefront of equity tokenization this could be absolutely huge for them. - Their @AllUnityStable JV in which Galxay owns 33% alongside Flow Traders and Deutsche Bank, the first fully regulated MiCA compliant EURO stablecoin. Could be the $CRCL of Europe! The Data Center Business: - Galaxy already has 800MW of power approved and a 15yr lease signed with CoreWeave $CRWV which should net them $1.2B/year in average annual revenues at 90% EBITDA margins. - Galaxy also has an additional 2.7GW of power under study at their Helios campus. If they are able to get the full 3.5GW approved and contracted out on similar terms to the CoreWeave lease then they'd be generating ~$5.25B/year in average annual revenues at 90% EBITDA margins!!! (Market cap right now is only ~$13B-$3B in net balance sheet = $10B in implied equity value for both the crypto + data center business lines). ^@jonathan_mg27 from Galaxy IR notes "On data centers, the conversations were all about execution: hitting construction milestones and delivering critical IT to $CRVW on time and on budget. And everyone wants the inside scoop on when ERCOT’s review of 2.7GW of additional power at Helios will be completed. We’re working on it!" - Management has also guided towards the first 800MW tranche of the remaining 2.7GW should be approved by ERCOT by EOY/"single digit months" if they can lease this out to a large hyperscaler like $ORCL, $GOOG, $MSFT, $AMZN, $META, etc it could be a huge accelerant/catalysts for the market appreciating the data center business more! - Zooming out, Galaxy is building Helios which has 3.5GW of potential power, currently on-par with plans from the largest big tech/AI firms in the world. Keep in mind these AI Data Center buildouts are completely different then data center 1.0 from companies like $DLR at a $60B market cap which has ~2.7GW of operating capacity from ~300 data centers. These 1.0 data centers are ~10MW a site vs 3.5GW in one campus with Helios. So it's a totally new build and Galaxy is making partnerships with leading players like Clayco & $CRWV to build to custom AI workload specs. Galaxy expanded their power pipeline by 1GW last earnings and were evaluating "~40 BTC Mining sites" that could be converted into AI data centers. We could literally see $GLXY become a leader in North America for AI data centers which is likely a 1T+ market over the long term given compute demand is infinite. Look at $FRMI trading at $18B pre revenue on the guidance/aspirations of 11GW by 2038. If Fermi isn't bullshitting Galaxy should be able to easily guide to this and probably exceed it given their established position. The chart: Chadlord @buyerofponzi called $PLTR at $30 in Sept 2024 and now says: "This might be my highest conviction tradfi trade since $PLTR at $20+... This is the exact same setup So I will say the same exact thing again it feels like i should go all in $GLXY for the next year" Check out his fractal below. + $GLXY is right near ATHs - breakout soon? Macro: I firmly believe crypto & AI (alongside Robotics) will be the 3 largest investment trends of the next decade and Galaxy is knee deep in 2 of the 3. Feels like everything is lining up for them. As I have said before I think a $250 target for $GLXY in the next 3-7 years is realistic given this. Look at the math on their 3.5GW alone... 3.5GW contracted out to on the same lease as $CRWV is $5.4B a year in revenues, 90% EBITDA margins = 4.86B in EBITDA * 25x multiple = $121B Enterprise Value - $26B in debt = $95B in equity value / 400M shares = $237.5/share. This doesn't include the crypto business either! Bonus the team at Galaxy is amazing and management continues to deliver on promises and be visionaries @novogratz @cferraro06 @austorms @brian_wright21 @jonathan_mg27 I would love guidance from them on their next earnings about the future potential/scale/plans for their data center business (like Fermi $FRMI targeting 11GW by 2038 trading at $18B pre revenue!!) Disclosure: I am very long $GLXY! DYOR!

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

We’ve seen a number of rumors circulating since the launch of XPL and want to set the record straight. 1/ No team members have sold any XPL. All investor and team XPL is locked for 3 years with a 1 year cliff. 2/ Of our team of ~50, three spent time at Blur or Blast. Our team members also come from Google, Facebook, Square, Temasek, Goldman Sachs, and Nuvei. To say our team is "ex-Blast" is to say it is "ex" any of these firms. We are proud of the team we've assembled at Plasma. 3/ We have not engaged Wintermute as a market maker and have never contracted with Wintermute for any of their services. We have the same information as the public on Wintermute's ownership of XPL. We are laser-focused on building the future of money and won’t be commenting further. We remain incredibly grateful for our community's support. Now back to work. Trillions.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Pump dot fun

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

@buyerofponzi "sell me all the xpl sub $1 you want and fuck off"

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Idk man I just can’t help but feel that buying <$1 XPL is going to look really good in the near future

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Now that you are liquidated on XPL it's time to start buying

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Aster local topped around $3b in 24h trading volume https://t.co/OPQH4mzsdt

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

The $APEX $XPL barbell

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

@buyerofponzi just made me $50K on $xpl https://t.co/FYKRGELyzQ

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Plasma is the last chance to grab a liquid 3-4x in my opinion. For those that missed Aster and Hype This may be your LAST CHANCE.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Plasma is the last chance to grab a liquid 3-4x in my opinion. For those that missed Aster and Hype This may be your LAST CHANCE.

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

No one but @buyerofponzi shared losses from last week btw that were screaming for a new ATH from 115-116k This space is shit

Name & Symbol: Aethir Token ($ATH)
Address: 0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b

[ZOOMER] LEGENDARY TRADER NBS (AKA NMEOW BIN SALMAN) HAS SOLD ALL OF HER ASTER AT $1.95 PERMANENTLY TOPPING THE TOKEN. CZ SEEN IN KTV SCREAMING “BRING ME NBS”. https://t.co/u2nnBY1kJH

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

holy fk this aster exchange is actually so garbage to use its sacrilege to compare to any other exchange but ive seen what the cartel can do to myx i cant sideline this

Name & Symbol: MYX Finance ($MYX)
Address: 0xd82544bf0dfe8385ef8fa34d67e6e4940cc63e16

Staked airdrop rewards with 25% bonus are coming soon! Hundreds of millions of $H to be distributed to loyal humans. Retweet this thread and get an extra 25% for a total of 150% airdrop. If you staked at TGE, here's what you need to know 🧵⬇️ https://t.co/u3L5nwQJZx

Name & Symbol: Humanity ($H)
Address: 0x44f161ae29361e332dea039dfa2f404e0bc5b5cc

GM Alts weakness in the face of majors unchanged. Going to focus on trading btc/eth/sol/pump Do you think cuts are priced in?

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

According to global perps 24h volume, WLD ($10.80B) and MYX ($10.58B) ranked 4th and 5th, reflecting strong activity in leveraged trading flows. DOGE and XRP followed in 6th ($5.70B) and 7th ($4.97B). On Sep 8, MYX recorded $42M in short liquidations, accounting for 25.86% of all short liquidations, while on Sep 9, liquidations totaled $31M, representing 18.59%, highlighting elevated liquidation pressure on MYX positions. Source:@Neda4_

Name & Symbol: MYX Finance ($MYX)
Address: 0xd82544bf0dfe8385ef8fa34d67e6e4940cc63e16

Someone said to me “Lower than higher you think?” I responded “Lower not guaranteed but higher is” Idk what happens between now and ATH but I know that ATH happens. Just survive. Lower the leverage. Something amazing is about to happen.

Name & Symbol: Aethir Token ($ATH)
Address: 0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b