Short term action blinds the longterm vision. -Defi, airdrops, yield farming, investing, predicting-
Johto
Joined February 2024
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After Hypes partnership with ICE i heard that Lighter will be looking to work with border patrol [unofficial]
Seeing lots of dumb takes on Google/Alphabet and Amazon. All coming from retards who want views on their AI doom posts
Reality is Google Search isnt dying. Its not even shrinking or plateauing. The opposite, it still grew double digits at +12%. From $56B to $63B in revenue. In a single quarter.
Cloud fucking doubled its business coming in at +103%.
Revenue literally came in just 1% below expectations.
The lower than expected EPS stems from unrealized loss on investments, stuff like their huge spacex stake. Not much to do with core business. Google search margin actually went up, from 38% to 40% compared to last year.
It was always clear that at some point everybody would be googling. Search cant grow indefinitely, but it still is, at double digits. And once search growth grinds to a halt, you've got the mega businesses of cloud, streaming and OS ready to take over.
Yeah CapEx on AI is high but like come on, they aren't buying noodles or ketchup here? If AI doesnt print they can use these servers and data centers for their cloud business. They've already got a years long backlog. It can be rented out tomorrow for instant cash flow
Also CapEx can literally be turned off by clicking a button. Zuckerberg did so after his metaverse went nowhere and meta stock literally went up +800% after that because its still a cash machine.
And AI is not the metaverse!!!!! Every company will use it and it will be greatly monatized. The losers here in my opinion are going to be the dedicated ai labs like openai and anthropic, not big tech.
As for amazon, just ask yourself how often you order stuff there. that ends all discussion on the stock.
IMO whoever is bearish longterm is either a retard or didnt do his due diligence. Short term doesn't matter, buy as much google and amazon as you can !!! (NFA)
Thats so FREAKIN bullish...
$HYPE probably pushed BTC up today, not the other way around
Intercontinental Exchange (ICE) and trade[XYZ] have announced their plan to use Hyperliquid as the infrastructure layer to deploy perpetual futures markets for US traders across crypto, equities, commodities, foreign exchange, and other real-world assets, subject to regulatory approvals. ICE operates NYSE and some of the largest exchanges and clearing houses globally.
In this structure:
+ Hyperliquid serves as the underlying technology infrastructure via HIP-3*
+ trade[XYZ] designs and implements the markets
+ ICE operates the regulated market and clearing structure
Existing trade[XYZ] HIP-3 markets will remain unchanged.
Hyperliquid is a neutral infrastructure layer with the goal of supporting large parts of the financial system. As with HIP-3, HIP-3* deployers are independent operators who use Hyperliquid as the onchain infrastructure layer for their own markets, while retaining control and responsibility over their deployment.
If you're staking or LPing on Aerodrome make sure to migrate to Aero. They merged with Velodrome so they now share a new platform together
AERO -> xAERO
LP -> new pools
aerodrome. finance -> aero. xyz
Old pools dont receive any base:0x3f5bf3edac59d650d8fdf9657a71f2f904a3a4ee incentives anymore so makes sense to migrate asap. They've got a pretty good tool for that so you don't need to do everything manually. Also voting is now much more convenient
Think all those french "students" should be sent on an exchange semester. open ended. in whatever shithole they came from
J’ai tellement de la peine et de la rage devant ces images terrifiantes du gérant d’un magasin Micromania à Nice complètement désemparé par le pillage de son magasin..🙄
#17Octobre
dont know whats up with perps dexes but my strategy now earns far less points than couple weeks ago
might take a break, might try something different. whats working for you guys currently?
in any case have a nice weekend :)
The crime pump on this one is otherworldly
$BTW up 312x from their Kaito raise earlier this year
Just got myself a free Trezor - Great campaign! Gonna test it and see how it compares to my ledger.
If you're above level 10 on the jumper loyalty pass you can get yourself one too.
Thank you @jumperapp and @Trezor
🤝 Paid partnership
1) Download rufus and a random linux distro like mint or ubuntu
2) Burn linux onto a usb stick
3) Boot your device with linux
4) Download electrum for btc or for eth use rabby in firefox
5) Write down seed on paper/steel
6) Unplug usb
Don't use any other software or websites on that distro.
Even if you use software wallets / hotwallets its extremely unlikely to get hacked. There is simply no individual attack vector. No way to get you.
If you have a spare device (old laptop/pc) just permanently install Linux there and use it for your crypto needs. Its extremely resource efficient. Can use a 10+ year old device.
gl for now. 👍
UPDATE: I can confirm that the Ledger supply chain is compromised in Europe as well. @Ledger should initiate an immediate product recall to protect users.
I just purchased a second device from a different Mediamarkt location today, recorded the unboxing process, and discovered spyware once again (video linked in the second tweet).
The device was compromised in the exact same manner, featuring identical modifications (such as additional cables and an LTE module). This indicates its a widespread issue rather than an isolated incident, potentially affecting Ledger inventory across MediaMarkt and Saturn stores throughout Europe (comprising over 1,000 stores across 11 countries).
My initial hypothesis was that these devices were returns that looked unopened to the employees and were just sold again as new however, a MediaMarkt employee confirmed that the device I purchased was not a return, and that returned Ledgers are sent directly back to the manufacturer rather than resold.
Store records show the inventory originated from Aqipa GmbH. While Ledger's CTO was unsure if Aqipa serves as the direct distributor between Ledger and MediaMarkt, it appears to be the case. Given that Aqipa distributes across Europe, any physical retail store receiving stock through them may be at risk.
I sent the first ledger to mark and the second one is going to ledger now, so that they can analyse it.
If you purchased a ledger from anyone other than the official ledger store, make sure to check your device!!
Ngl i haven't seen a launch this pathetic in a while. What the hell is ethos doing? down by half in a day despite the price floor? lmao base:0xeeee77bc7e82c0d4166d52f58239d4c5bf41eeee
Paxos has launched staked gold or yield gold and honestly if it works its a very cool idea
PAXGy currently earns 3% per year through institutional lending and compounds that. so over timer 1 PAXGy will become 1.03 - 1.06 - 1.10 ... PAXG
Theres some risk to it depending on who those institutional partners are exactly but still an interesting product. Especially because you can use it as collateral on etherfi so you can literally spend staked gold in your local supermarket. if you're that fancy
anyone already using it?
Abstract is winding down. Glad i never farmed this. Sometimes the gut feeling is right, idk just couldn't be bothered
Looks like Jumper finished the details around their raise; Got a $3K allocation. Not as much as i would have liked, but still very nice given the massive oversubscription
Think $JUMP launch in november/december makes most sense. Call it christmas money. Prob looking at a 3x on TGE. Pretty great even if half will be locked for 4 months
How did everyone else do? 🫡
robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 started as a little hedge for my LP positions on Robinhood chain but then turned into a nice short when i removed those to get some cash for Jumper :D
On top i got paid 30% annual funding apr on Variational for holding the position
Very nice, closing it here though. hit 0.6 fib, might see some relief to 0.5$ area
