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Esk3nder
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the new meta is that traditional markets pay a premium for crypto-adjacent stocks while the crypto market applies a discount to tokenized equities what does this mean?!
the new meta is that traditional markets pay a premium for crypto-adjacent stocks while the crypto market applies a discount to tokenized equities
what does this mean?!
Esk3nder
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The L2Beat of Defi: https://www.defiscan.info/
The L2Beat of Defi:
https://www.defiscan.info/
Esk3nder
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Everybody and their momma should be shorting Circle here
Everybody and their momma should be shorting Circle here
Esk3nder
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capital allocation is being reduced to a machine learning problem - farm airdrops while you still can!
capital allocation is being reduced to a machine learning problem - farm airdrops while you still can!
Esk3nder
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rn most of the smartest devs in crypto run bots, soon it will be agents
rn most of the smartest devs in crypto run bots, soon it will be agents
Esk3nder
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What’s the difference between “internet capital markets” and “coin it”?
What’s the difference between “internet capital markets” and “coin it”?
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JaneStreet10AMDump
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🔥 THE 10AM BITCOIN SUPPRESSION THEORY — JANE STREET AT THE CENTER🔥 Bitcoin “should” be $150K+… so why isn’t it? Here’s the explosive theory: 1️⃣ A new federal lawsuit alleges Jane Street used insider info during the 2022 Terra/UST collapse — avoiding $200M+ in losses while $40B in value was wiped out. 2️⃣ From late 2024 through 2025, BTC mysteriously dumped almost every day at 10AM ET (U.S. market open). Sharp, algorithmic sell-offs → liquidations → fast recoveries. Pattern stops when lawsuits surface. Resumes when heat fades. 3️⃣ Jane Street holds one of the largest IBIT ETF positions on record. But 13F filings show only long shares — not the offsetting derivatives (puts, futures, swaps). Net exposure could be neutral… or even SHORT. As an authorized participant in multiple Bitcoin ETFs, Jane Street has direct access to the creation/redemption “pipe” connecting ETF shares to real BTC. If a firm can: Move spot markets Profit in derivatives Manufacture synthetic supply And hide net positioning under disclosure gaps Then price discovery isn’t organic — it’s engineered. Add to that: India’s regulator (SEBI) previously accused Jane Street of large-scale index derivatives manipulation. The core question: 👉 Is Bitcoin’s 21M cap intact at protocol level… but compromised at the market structure level? Until full transparency on derivative exposure exists, one uncomfortable question remains: Who really sets the price of $BTC ? #JaneStreet10AMDump
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