Leon.punk (@josevc) header
Leon.punk (@josevc) profile picture

Leon.punk

@josevc

Maybe i was a little too wild in the 70s

Joined April 2008
  • Tweets12.6K
  • Following497
  • Followers5.5K
1.7KMedia
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Fun times
Chris Munns (@chrismunns) profile pictureChris Munns
@chrismunns16h
remember when people were buying monkey pictures and they were like "look how fancy my monkey picture is!" and ppl were like "wow how much did you pay for that?" and they were like "oh like the cost of a house." and then they lost it all because it was fucking stupid
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Liquidity is rapidly drying, just 7 months ago they raised $122B, this time is only $20B (down 84%).
Image from Leon.punk (@josevc)
Wall St Engine (@wallstengine) profile pictureWall St Engine
@wallstengine5h
OPENAI HAS CUT ITS FUNDING TARGET BY $10 BILLION AND NOW SEEKING $20B AT A $1.25 TRILLION VALUATION: FT
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Some Solana tokens that Lazarus didn't bother to steal.
Image from Leon.punk (@josevc)
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Binance transfered them to a cold wallet 3 hours later: solscan.io/account/5tzFkiKsc…
Binance 2 | Account 5tzFkiKscXHK5ZXCGbXZxdw7gTjjD1mBwuoFbhUvuAi9 | Solscan

Binance 2 | Account 5tzFkiKscXHK5ZXCGbXZxdw7gTjjD1mBwuoFbhUvuAi9 | Solscan

Binance 2. SOL Balance 4.04. View wallet portfolio, transfer history and trading activity for 5tzFkiKscXHK5ZXCGbXZxdw7gTjjD1mBwuoFbhUvuAi9

solscan.io
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Leon.punk retweeted
Deebs DeFi 🛰 (@Deebs_DeFi) profile picture
Deebs DeFi 🛰
@Deebs_DeFi20h
Crypto's most profitable projects that still haven't airdropped
Image from Deebs DeFi 🛰 (@Deebs_DeFi)
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Stock market bear is here, it's just not evenly distributed.
The Kobeissi Letter (@KobeissiLetter) profile pictureThe Kobeissi Letter
@KobeissiLetterOct 29
Tech Stocks in Bear Market Territory: 1. AppLovin, $APP: -65% 2. CoreWeave, $CRWV: -57% 3. Coinbase, $COIN: -56% 4. Western Digital, $WDC: -52% 5. Oracle, $ORCL: -50% 6. Arm Holdings, $ARM: -49% 7. Circle, $CRCL: -44% 8. Sandisk, $SNDK: -42% 9. Robinhood, $HOOD: -40% 10. Seagate, $STX: -39% 11. ServiceNow, $NOW: -37% 12. Super Micro Computer, $SMCI: -35% 13. Intel, $INTC: -35% 14. Adobe, $ADBE: -34% 15. Broadcom, $AVGO: -31% 16. Marvell Technology, $MRVL: -30% 17. Alphabet, $GOOGL: -28% 18. IBM, $IBM: -25% 19. Micron, $MU: -24% 20. Meta, $META: -22% We are in a "stealth" bear market. Read our analysis below.
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Crypto is NK golden goose, they wouldn't hold stolen funds for too long.
Keone Hon (@keoneHD) profile pictureKeone Hon
@keoneHDOct 30
Binance hackers now hold 4x as much Eth as the EF
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Yesterday Binance lost $6B in funds. Today SpaceX lost $100B in market cap. Why the former is more scandalous? Because liquidity is what it matters. Elon is a paper trillionaire. CZ is a self sovereign billionaire.
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Leon.punk retweeted
Yogi (@Houseofyogi) profile picture
Yogi
@HouseofyogiOct 30
Anthropic tried to mass rape the market for an egregious $2T valuation. So Hades sent the market to the abyss. They should’ve IPO’d last year at $250-500B and built out over time while giving people entries. Instead looked for max extraction and this IPO prolly doesn’t go well. Best of luck.
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For context, the Solana champion (BP) has $19M in a single hot wallet, that's 11.6% of its total reserves (reported by CMC) solscan.io/account/43DbAvKxh…?
Backpack Exchange | Account 43DbAvKxhXh1oSxkJSqGosNw3HpBnmsWiak6tB5wpecN | Solscan

Backpack Exchange | Account 43DbAvKxhXh1oSxkJSqGosNw3HpBnmsWiak6tB5wpecN | Solscan

Backpack Exchange. SOL Balance 58,344.72. View wallet portfolio, transfer history and trading activity for 43DbAvKxhXh1oSxkJSqGosNw3HpBnmsWiak6tB5wpecN

solscan.io
Leon.punk (@josevc) profile pictureLeon.punk@josevc13h
Replying to @therealchaseeb
What percentage is ok to have in the hot wallets? too little would cause more problems if outflows surge
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People mocking CZ and siding with Elon because “trillionaire” forgets Twitter acquisition needed a crowdfunding campaign because Elon is illiquid af
CZ 🔶 BNB (@cz_binance) profile pictureCZ 🔶 BNB
@cz_binance20h
Replying to @cryptobball @elonmusk @HuaweiMate6
Rough math: $6.x b hack, $3b frozen, $1.x b SAFU fund Gap is about $2b, we have $1.x billion in SPCX alone. Remaining gap is (still painful, but) manageable. 🙏
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What are the chances this guy knew about the Binance hack?
Lookonchain (@lookonchain) profile pictureLookonchain
@lookonchainOct 29
Someone created a new wallet, deposited 4M $USDC into #Hyperliquid, and opened a 5x long on 3,000 $XMR ($1.77M). hypurrscan.io/address/0x5f2e…
Image from Lookonchain (@lookonchain)
Image from Lookonchain (@lookonchain)
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GG
Image from Leon.punk (@josevc)
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$GOOGL lost 8.3x Solana market caps today, maybe we are indeed early.
*Walter Bloomberg (@DeItaone) profile picture*Walter Bloomberg
@DeItaoneOct 29
*ALPHABET SHARES FALL 13%, SET TO ERASE $489 BILLION IN VALUE
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So AI companies are fucked if a blue wave happens?
Kalshi (@Kalshi) profile pictureKalshi
@KalshiOct 29
JUST IN: Democrats propose letting AI companies go bankrupt rather than bailing them out if AI bubble bursts
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Trading Sardines
Chaofan Shou (@shoucccc) profile pictureChaofan Shou
@shouccccOct 28
OpenRouter served 5.2T tokens yesterday. We did ~1.8T (1/3 of their volume) on just 64x B300 and 64x M890P. Where do all GPUs go? 😂😂😂
Image from Chaofan Shou (@shoucccc)
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No fkn way, this is peak cinema 😂 Hello Kimchi
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Can't believe i agree with this clown 😜
Arthur Hayes (@CryptoHayes) profile pictureArthur Hayes
@CryptoHayesOct 24
I dumped it all. The Maelstrom directional book, took profits on $ETH, $ENA, $UNI and other shitcoins. I think we gotta go down to go up. It looks a bit dicey out there in macro and geopolitical land. Going to sit on the sidelines and wait for the all clear signal … Brrrrr
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If you still support Pump Fun, I've lost all respect for you Pump Fun has single-handedly become the worst company in crypto. Not because they're dumping SOL Not because they're a launchpad But because Alon and his friends max extract with ZERO accountability Promote their "biggest marketing stunt." Lure in a ton of new people. Then RT an alleged hack, realize something is wrong within minutes, delete the RT... and don't say a single word while more people keep burning their money Imagine being a newbie and having to text live support just to find out Kimchi's account got hacked because their CEO and the company couldn't tweet a fucking word
Image from fabiano.sol (@FabianoSolana)
fabiano.sol (@FabianoSolana) profile picturefabiano.sol
@FabianoSolanaOct 23
I just spent hours reconstructing the exact timeline of Kimchi's alleged hack And the deeper I went, the more sus it got At best, this looks like horrible mismanagement But 3 questions still make ZERO sense: 1. Alon deleted his RT within 2–3 minutes. So he clearly realized something was wrong Why didn't he immediately warn people NOT to buy??? Not a single word from him or pump fun... 2. Why did Alon RT it in the first place? This was arguably the biggest partnership Pump Fun has ever done A campaign at this level is planned down to the minute 3. Why did Kimchi delete ALL his Pump-related tweets afterward if they had an official deal??? By doing that, he basically rugged his own other token one that had already been indirectly endorsed by Pump Fun itself
Image from fabiano.sol (@FabianoSolana)
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Ok, this is a wild swing. Wednesday +$64.2B Thursday: -$79.4B
Image from Leon.punk (@josevc)
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