Johnny (@jay_def1) header
Johnny (@jay_def1) profile picture

Former Electronic Engineer - Trader & Investor - Marketing & BD - Fundamentals maxi

Joined February 2024
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Johnny retweeted
Introducing Cursor for iOS. Build from anywhere by launching always-on cloud agents. Or remotely control agents running on your computer from the app. Composer 2.5 is 75% off in the app now through July 5.
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Johnny retweeted
SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models. For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon. We look forward to working closely with the Cursor team to advance our frontier AI capabilities
SpaceXAI and @cursor_ai are now working closely together to create the world’s best coding and knowledge work AI. The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s most useful models. Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.
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Tomorrow on the Modern Market we will interview @TonyMrPresident to talk about @StratosphereVIP's acquisition of Movimentum, the strategic investment in @potionalpha alongside @orangie, and what's next for the Stratosphere ecosystem. 0700 AM EST regular show 0745 AM EST dial in with Tony
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Johnny retweeted
‼️ @MovimentumWeb3 is hiring! (Refer someone we hire and get $1,000) ➞ Chief Marketing Officer (CMO) with: 1. Experience with renowned companies 2. Native English speaker, client-facing 3. Outcome oriented, not vanity stuff Full-time, fixed salary + bonuses. DMs are open.
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🇪🇺 LATEST: Gate secures Malta PSD2 license, unlocking EU-wide stablecoin payments under MiCA.
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Signs of a bear market (as noted in November) are when we get "extreme fear" and no bounces occur. The Fear & Greed Index is good at identifying local lows in bull markets, not identifying macro lows in bear markets.
One sign of a cycle being over is when you get to "Extreme Fear" and no bounces occur. I would argue that the signs of the top being in continue to mount.
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Johnny retweeted
In accordance with AGP-3, we have burnt 69 million $AEVO tokens from circulation (6.9% total supply) to signal a fresh start and demonstrate commitment to token value preservation. TXID: etherscan.io/tx/0x40aa43b899… Epoch 5 of our rewards are still ongoing, where 1,000,000 AEVO will be distributed to traders. Trading works together with our Staking Rewards, where you can earn multipliers on your staked AEVO based on your trading volume each epoch. Staking AEVO will also grant you a share of the accumulated Uniswap V3 LP fees, which will be distributed in June 2026.
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All members of Congress should have to forfeit their salary for as long as the US government shutdown continues
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Who would have thought that this chart would have completely dominated the market more than anything else? It's all Hyperliquid-Aster-Lighter and all the smaller DEXs following them What will the next meta be?
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Do you remember @vechainofficial? Good, because it never actually left the scene, and it has some serious yields to hunt for Their Staking platform, StarGate, it's still in its early reward phase Here's why you should care 🧵
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$EMP getting ready to melt faces once again
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Ethereum nears its 10th anniversary. To celebrate, $ETH needs to hit $10k in 6 days. $1k USD candles per day. Ethereans, dream big.
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$ARB is crazy undervalued
paypal, robinhood, and gemini all building on arbitrum this week. real brands getting tokenized. 20M+ users about to get onchain access. game changed.
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$CPOOL painting quite favorable price action here. Reestablished support at a higher time frame key level. Accumulation signals. Breakout will be violent 👌
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If @ClearpoolFin is @ZssBecker's favorite RWA protocol, you know there must be a reason $CPOOL might have been a bit quieter than some alts in the past few weeks, but it's still doing well compared to other RWAs What if the major announcement is about Ozean? 👀
When voices with a track record start zeroing in on undervalued gems like $CPOOL, it’s rarely wise to stay on the sideline @ZssBecker is still maintaining a strong conviction around @ClearpoolFin calls it one of his top RWA plays With CEO recently hinting at a major announcement on the horizon, smart money is already paying close attention.
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$ETH out performing the market Manifest ALT season
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$Eth looks ready to send it Putting in HH and HL over the last few weeks Once we break and confirm the range below, it's when the real fun begins
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It’s stablecoin looping szn and the yields are going absolutely nuclear right now. If you’re looking to squeeze every last drop from your stables, @SiloFinance is where the magic’s happening. Let’s break it down: ▶️ What can you loop? 🔹 Classic stables (USDC, USDT, etc.) 🔹 Pendle PTs (Principal Tokens) 🔹 Pendle LPs (Yes, you can now wrap & borrow against your @pendle_fi LPs, stacking that juicy points meta even harder.) ▶️ Why loop? With 90% LTV, you can loop up to 10x, meaning: 10x points 10x yield 10x bragging rights on CT (But let’s be real, I usually stop around 7-8x for safety — you want some wiggle room in case of a depeg or if PTs dump.) ▶️ Extra alpha? The APRs you see don’t even include points or future airdrops. If you know, you know. 👀 For example, I’m personally farming the savUSDC pool on Avalanche rn. ▶️ Wait… negative APYs? Yep. You’ll notice some pools showing negative base APR. That’s because giga brains have already factored in the points value + future airdrops, and are still aping in hard. 📢 Risks you NEED to respect: Smart contract risk (any protocol can get rekt) Depeg risk on stables Oracle & liquidation risk from looping too aggressively Borrow rates can spike anytime ⚠️ Always DYOR before you loop. Looping is powerful but can nuke your bags fast if you get reckless.
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Johnny retweeted
the game in a nutshell.
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