I do not understand how you get to that 1.6m number
Production data from oilX on the table here below
Estimated Spare sustainable capacity: 2.38mb/d
I used to filter like this:
so filtering by current coutry and taking into account only malaysia and china. dunno if looking at this one updated you notice any difference in the behaviour
this was the result
AS you can see I added a constraint (>500 and <620 with 0% probability).
of course i was wrong at adding that constraint by looking at what happened after but the theory behind was correct =)
I developed a strategy for betting on the rank intervals of @puff_drgn on #Coingecko as part of a game where the goal is to predict the $PUFF rank on may 12th.
The time will be taken on random for Sunday 12th, between 1500 UTC and 1900 UTC. The hash of the exact time will be tweeted in advance!
The game involves betting on one of several specified rank intervals and includes mechanisms such as potency decay over time and prize sharing based on the amount bet.
If you want to read the rules then go here: xitter.gq/puff_drgn/status…
𝐖𝐡𝐚𝐜𝐤-𝐀-𝐌𝐨𝐥𝐞!
While wondering around the Dark Forest, Puff encounters the 𝑷𝒓𝒆𝒅𝒊𝒄𝒕𝒊𝒐𝒏 𝑷𝒐𝒏𝒅.
A Gecko splashes out of the Pond and suggests a game-
"Predict which groundhole I will pop out of on Sunday and you can earn a 3,000,000 $Puff Prize!" 👇
xitter.gq/tipi_et/status/1…
This aged well so far.
8 days left, still 12% net arb considering current -0.3% daily funding on bybit.
BreakEven at -1.5% daily funding rate.
Let's see what $AEVO price action will be once all that supply get unlocked in about a week.
Update on the $RBN x $AEVO arbitrage.
No one cared about it when everything was going up and now that "easy mode" switched off people starting to look at it as expected.
xitter.gq/tipi_et/status/1768886…
I feel a bit like those moonboys I've always hated who post charts to say "I told you so." But I can't avoid it ...
$puff @puff_drgn $MNT
xitter.gq/tipi_et/status/1772977…
With the Upbit listing as a catalyst, @0xMantle ( $MNT) has gained 50% in the last few hours.
All hype?
Not really.
Mantle's team has been able to take advantage of all the hot narratives in DeFi.
1) Liquid staking? It creates $mETH and incentivizes it with the treasury of the biggest DAO in the entire crypto world.
2) Eigenlayer? Decides to stake the ETH that backs mETH on Eigen to accumulate points and distribute them to those who hold mETH on the Mantle chain.
3)Ethena? 2.5B shards ready to be delivered to those who lock $MNT starting today.
Only Meme Season is missing... and believe me when I say that the @puff_drgn ( $PUFF) team is doing work like I've never seen.