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0xBalloonLover
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0xBalloonLover
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0xBalloonLover
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nobody ever regrets leaving crypto
nobody ever regrets leaving crypto
0xBalloonLover
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ethereum's strategy of punting the roadmap to a bunch of different competing L2 teams only makes sense if there was an abundance of talent but the talent is pathetic so what's resulted is a bunch of coordination failures between teams that somehow ship slower than ethereum
ethereum's strategy of punting the roadmap to a bunch of different competing L2 teams only makes sense if there was an abundance of talent
but the talent is pathetic so what's resulted is a bunch of coordination failures between teams that somehow ship slower than ethereum
0xBalloonLover
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the best heuristic for where the future will happen is where the top talent is going today it is looking bad for ethereum and solana
the best heuristic for where the future will happen is where the top talent is going today
it is looking bad for ethereum and solana
0xBalloonLover
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40 other perp dexs with no users just got their next talking points for the rollup podcast
40 other perp dexs with no users just got their next talking points for the rollup podcast
0xBalloonLover
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crypto founders who've built nothing always love to tweet about how to run a company
crypto founders who've built nothing always love to tweet about how to run a company
0xBalloonLover
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crcl is trading as if the usdc collateral is actually redeemable to the equity not the token
crcl is trading as if the usdc collateral is actually redeemable to the equity not the token
0xBalloonLover
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hyperliquid for stabblecoins market hasn’t realized how good this product is… provably the safest/ fairest product in the market & it’s not even close Imagine their entire rackback, bonus system was done with a native luck token? thing is inevitably outta here
hyperliquid for stabblecoins market hasn’t realized how good this product is… provably the safest/ fairest product in the market & it’s not even close
Imagine their entire rackback, bonus system was done with a native luck token?
thing is inevitably outta here
0xBalloonLover
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for sale: locked infra coins, never used
for sale: locked infra coins, never used
0xBalloonLover
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the twitter-based startup gets feedback from twitter likes, not from the market the bet is that attention predicts outcomes which is true for some types of companies (shitcoin or commodity product) and not others this game is infested with larps and status-seekers
the twitter-based startup gets feedback from twitter likes, not from the market
the bet is that attention predicts outcomes
which is true for some types of companies (shitcoin or commodity product) and not others
this game is infested with larps and status-seekers
0xBalloonLover
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the happiest man on earth is one who has just left a full-time job in crypto
the happiest man on earth is one who has just left a full-time job in crypto
0xBalloonLover
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he's a 10 but he still thinks the crypto market values decentralization
he's a 10 but he still thinks the crypto market values decentralization
0xBalloonLover
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people who've never had a job are suddenly surprised that coinbase has a fiduciary duty to its shareholders
people who've never had a job are suddenly surprised that coinbase has a fiduciary duty to its shareholders
0xBalloonLover
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excited to announce our pivot from clobs to embedded wallets
excited to announce our pivot from clobs to embedded wallets
0xBalloonLover
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hyperliquid is crushing so we're pushing the narrative that the industry needs a few clones of dydx v3
hyperliquid is crushing so we're pushing the narrative that the industry needs a few clones of dydx v3
0xBalloonLover
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when these leverage crypto treasury companies blow up, a bunch of smarmy europeans who haven't ever sniffed pmf will tell you how defi fixes this
when these leverage crypto treasury companies blow up, a bunch of smarmy europeans who haven't ever sniffed pmf will tell you how defi fixes this
0xBalloonLover
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HYPE at 40!! Low key crazy to me right now! Sitting here watching the chart just thinking about it. Blessed beyond I can even imagine.👑🙏🏾
HYPE at 40!! Low key crazy to me right now! Sitting here watching the chart just thinking about it. Blessed beyond I can even imagine.👑🙏🏾
0xBalloonLover
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vc haters, which coin is more tainted by vcs? coin A: team sold 20% to vcs for $20m coin B: team sold 20% to vcs for $250m asking for a friend
vc haters, which coin is more tainted by vcs?
coin A: team sold 20% to vcs for $20m
coin B: team sold 20% to vcs for $250m
asking for a friend
0xBalloonLover
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usdc looking good here
usdc looking good here
0xBalloonLover
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Imagine being able to buy a part of the base layer for all future economic activity in humanity's lightcone for $4b.
Imagine being able to buy a part of the base layer for all future economic activity in humanity's lightcone for $4b.
0xBalloonLover
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dan robinson invented the bonding curve during the pump dot fun pitch meeting. alon said thanks bud i'll take it from here
dan robinson invented the bonding curve during the pump dot fun pitch meeting. alon said thanks bud i'll take it from here
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JaneStreet10AMDump
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#JaneStreet10AMDump — Coincidence or Coordinated? 👀 For months, traders kept noticing the same thing… Right at 10:00 AM ET — when U.S. markets open — Bitcoin would suddenly get hit with sharp sell pressure. Almost mechanical. Almost programmed. Many started calling it the #JaneStreet10AMDump. The Theory The idea was simple: BTC gets dumped at 10 AM → retail longs get liquidated → price resets lower → smart money repositions. It felt too consistent to ignore. Why Jane Street? Speculators pointed at Jane Street because of its role as a Bitcoin ETF Authorized Participant, meaning they have direct involvement in ETF creation/redemption flows. Some believed that gave them an edge in timing liquidity events. No proof — just a pattern traders couldn’t unsee. Then Came the Lawsuit On Feb 24, 2026, Terraform Labs filed a lawsuit accusing Jane Street of using insider information to front-run the $40B Terra-Luna collapse back in 2022. And here’s where it gets interesting… The very next day — Feb 25 — the usual 10 AM sell pressure didn’t show up. Instead, Bitcoin ripped over 3%, wiping out roughly $323M in short positions. Coincidence? Maybe. Timing? Definitely notable. Bigger Picture Critics also reference a July 2025 case where India’s SEBI fined Jane Street $580M over alleged manipulation tied to Bank Nifty derivatives activity. Again — different market, different structure — but it adds fuel to the narrative. Jane Street’s Response The firm has denied all 10 AM manipulation accusations, calling them “unfounded opportunistic claims,” and says it will aggressively defend against the Terraform lawsuit. At the end of the day, markets move on liquidity — not conspiracy theories. But one thing is clear: When patterns disappear overnight, traders pay attention. Eyes on structure. Eyes on liquidity. Not emotions. $BTC #BTC #Crypto #JaneStreet10AMDump
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