@UniofOxford '11 @MIT '14 BTC '14 ETH '16 SOL '19 @McDonalds '22 advising @deriverse_io also in @ClusterCap @SpaceshipDAO @solBOOGLE
Oxford, England
Joined October 2011
- Tweets2.4K
- Following5.7K
- Followers1.2K
- Likes10.7K
Pinned Tweet
I first mentioned Solana on 19 April 2018 — Genesis tier, rank #3. How early were you? earlytosolana.com/?h=toly
J ◎ E _ HAHA retweeted
Day in the life of a crypto trader:
6am: wake up. checks Trading View. "Strong Asia session", BTC +3%. You beautiful Koreans. Today will be a good day.
7.30am: NEAR unchd. ZEC unchd. ETH hedge +4% losing money. Longs probably just laggy, they'll catch up. Flood thinks ETHs going to zero too.
check onchain - really must remember to sell my Robinhood bags into this strength...Hm all my stuff 10% lower than when i last checked. Strange. KOL was pitching them as the top long yday.
midday: NYC 9.30am, the big boys are in LFG!
"TRUMP: WAR WITH IRAN IS BACK ON". Of course it is. BTC -3% in 10 mins. Turns out the huge US seller still has coins. Ansem's still bullish - we'll be ok.
3pm: Chamath on a podcast: "Bitcoin will get hacked and go to zero". Haha i knew it - luckily I'm in quantum safe stuff like NEAR and ZEC - real tech. Check prices. -15%, hm strange - guess market hasn't seen the headline.
NEW RUNNER: KIMCHI backed by Pump. That guy made $40m! Oh they are gonna crime this to a billy - will onboard the normies too i bet. Guess I'm a bit late but I bought a bag - time to make it back lads!
a16z drops "crypto" from the fund name. What idiots, bottom signal!!! I guess i did move half my portfolio to memory stock in June - need to check how those are doing actually...
4pm: KIMCHI got vamped?? or is there an OG??? How is that even possible. Don't worry, PUMP is behind this one, new coin always wins. Bought a bit more.
6pm: notification. "Your ZEC long requires more margin". JFC. At least I'm short ETH, that'll save me a little. Check PnL. ZEC -15%, ETH -2%. Flood's gone private - probably just temporary. Cool cool cool.
7pm: wtf Kimchi & Alon deleted the tweets! Pump gone from the Kimchi bio. Fuck not again. Out. -40%. Honestly, a win in this market. Bet a lot of people got hurt on that one.
Time to sleep. One last look at CT. Oh Ansem now bearish? Threadguy out of ZEC? Guess I'll cut the ZEC long in the morning. Checks price - liquidated.
Guess I'll put on some shorts tomorrow to make it back...
J ◎ E _ HAHA retweeted
If you’re selling gold because of fusion alchemy, you’re front-running a reactor that doesn’t exist, fed with mercury that costs 100,000x more than the gold it makes, to produce bars you couldn’t legally sell for 15 years.
Marathon Fusion’s idea is real physics, since fusion neutrons can turn mercury-198 into gold.
1. Even optimistic models give 2–5 tonnes per gigawatt plant per year, against roughly 3,500–4,000 tonnes of annual mine supply
2. Enriched mercury-198 sells for about $15,000 per milligram today, while gold trades near $135 per gram
3. The gold would need 14–18 years of storage before it can be sold, so a plant’s first sellable bar arrives well over a decade after it switches on
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10.
Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.
Now, we’re building a fusion reactor in San Francisco to achieve record power density.
This one is literally an IQ test, everyone saying "gold to zero" and similar didn't bother to do 2min research to realize 1. that's not the goal at all and 2. commercially producing gold with fusion is not feasible (I own no gold as investment)
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10.
Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.
Now, we’re building a fusion reactor in San Francisco to achieve record power density.
Fusion is an incredible goal and we should be investing more into it. Maybe if we have invested into it as much as we invest into weapons we would by now have an unlimited clean source of energy. But claims that it could be used to commercially produce gold are just ignorant
Good article by Maritime Executive regarding the state of the war and flows of oil. Question is, will either side lose patience and react aggressively in this game of chicken?
The Blockade on Iran Is Now Hitting Home
maritime-executive.com/edito…
J ◎ E _ HAHA retweeted
for those who don't like inverse charts, it looks like $ZEC is absorbing all the sells
1100 is sticky and worth a punt.
J ◎ E _ HAHA retweeted
Going strong. The Iranian attacks on tankers are actually not having too much of a negative effect on what is coming out of the region. Crude oil exports are highest since February, but now the priority is shifting towards LNG and refined products.
J ◎ E _ HAHA retweeted
Not gonna lie, being top 10 on @solana_daily has always been my childhood dream 🦄
However, what this list doesn’t show you is volume per dollar of TVL
Which is actually the number I care about much more as an adult 👇
Top 10 Solana DEX Protocol by 7D Volume 📊
🔸@Pumpfun - $1.87B
🔸@orca_so - $1.7B
🔸@FWDind (BisonFi) - $1.6B
🔸@Raydium - $1.15B
🔸@MeteoraAG - $860.5M
🔸@ManifestTrade - $702.2M
🔸@Tessera_PE - $627.5M
🔸#GoonFi - $460.2M
🔸@JupiterExchange - $410.5M
🔸@deriverse_io - $307.8M
J ◎ E _ HAHA retweeted
solana:HZ1JovNiVvGrGNiiYvEozEVgZ58xaU3RKwX8eACQBCt3 seems like a much better play than $W
In September alone they generated $916K Gross Revenue, with $553K going towards the DAO
4 days ago they announced that every dollar the DAO receives goes to solana:HZ1JovNiVvGrGNiiYvEozEVgZ58xaU3RKwX8eACQBCt3 buybacks - up from 33%
They bought back $1M (0 for Wormhole) & wallet has $730K USDC to buy more
> 90.5% of all RWA perps were priced by Pyth in September
> 45% MoM growth on their Terminal
> Growth mainly coming from Exchanges, Prediction Markets and AI Agents
Chart wise, looks fantastic, next resistance is 70% above current price
You can argue it is expensive at $11.5M ARR but they are a growing business + focused on token alignment and revenue is skyrocketing so I think its much better positioned for a repricing
I bought
It's over @papertrade_xyz farmers, CBB has the high the ground
Road to 10b seems faster than expected 🚀 @deriverse_io is the most efficient DEX on Solana in terms of of volume/TVL
3 billion USD cumulative volume on Deriverse.
Less shouting, more shipping.
And lowkey winning.
The perfect way to wrap up @token2049.
Thank you to our traders, LPs & partners. Up only.
J ◎ E _ HAHA retweeted
Gm @ether_fi now makes more money than lighter but still trades at 1/5th the market cap
They have extremely strong and consistent week / week growth
All spending, user, cards, etc. metrics are at all time highs
They just launched a stablecoin with @ethena… imagine a stablecoin with over $1.5b of real yearly spending… not p2p transfers or defi chain switching loops or whatever
They’re going into the most fruitful consumer spending quarter (Christmas / Black Friday shopping)
And… they haven’t even done the Q4 holders call yet where we’re expecting them to launch perps 👀
Note: dcf cap seeded ethfi
J ◎ E _ HAHA retweeted
Nice run @deriverse_io - @solana top 10 DEX!
Ideally positioned for @SolanaSummitOrg in Singapore! Can't wait for the next @joinfrontier to have Deriverse as a trading venue 👀
Very solid short term bear case, The Giber gave it some thought, yet I probably won't listen and will remain irresponsibly long as always
If there was ever a time for a debasement false start, I estimate it would be roughly here on The Guaranteed Cycle Bottom Date
Call it The Lull
Idea: Risk assets are rich in pricing a Lullaby (intervention) thru midterms
My posn: Am short “salvation” (short most of crypto excl BTC, long some energy derivatives, some other stuff). Each are short dated standalone bets, not a pair trade
I see no ways admin can reasonably create a clear win on either the energy OR yield front in the next 30 days. In fact I think they have thrown in the towel already on Big Moves, and have moved onto the repository of Smaller Moves. This makes sense as the marginal benefit of making a Big Move decreases w each passing day
TLDR: October is a game of chicken. Expect mkt will continuously probe for where pain point is. Either smth breaks (tail event; hard to price and hard to rely on) AND/OR this uncomfortable deadlock is maintained higher for longer
What has prevented mkt from coming to terms is 2 fold, but neither can be soberly held as midterms date approaches:
1) calmed/mitigated/pauses by ceasefire talks or a more poignant issue at-hand that “stopped the clock”
2) suspended disbelief on deus ex machina
US has exhausted their puts in L6M, or do not want to use them until after midterms. Being wrong on this notion is the primary risk to the positioning shared above. This is a “narrative catches up to reality” idea which may be thorny / choppy. This succeeds the “BTC is TINA” long trade idea I have held over the last 2 months