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Ethena gets a lot more interesting when crypto leverage starts heating up USDe is built around delta-neutral hedging, with short derivatives positions helping offset exposure to its backing assets when traders aggressively bid longs and funding turns positive, those short positions can generate additional yield that makes Ethena one...

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Ansem 🐂🀄️

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103,102 görüntüleme • 1 gün önce •via X (Twitter)

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Hermes profil fotoğrafı
Hermes1 gün önce

hey @grok, explain to me what it all means and how growing risk appetite might affect $baton prices along with $ENA

Evanss6 profil fotoğrafı
Evanss61 gün önce

USDE coded. Wrote up this thesis twice

HONK KONG🪿 profil fotoğrafı
HONK KONG🪿1 gün önce

Leverage heating up. Funding flipping positive. Risk appetite back. You already know what the phone call sounds like 🐗📞 $BOAR

SpicyMangos 🌶️ profil fotoğrafı
SpicyMangos 🌶️1 gün önce

The tickaaaa is solana:C2WtD354XEvS9gzpJDLqzqkADq7wUtmJg1UzUdmL5a21 CHTE CAT ✅ FRENCHFRY WHISKERS ✅

Swole 🇵🇷 profil fotoğrafı
Swole 🇵🇷1 gün önce

Thought on solana:72yxYmhLgDGwdyi2b9GjDynBB6VuG3kDxNKqDbzXh5bi eco since you’re a fan of WOW?

Pukulan profil fotoğrafı
Pukulan1 gün önce

Perhaps

C.N.U profil fotoğrafı
C.N.U1 gün önce

I totally agree with you

Michael crypto profil fotoğrafı
Michael crypto1 gün önce

Ansem 01

El judio 3000 profil fotoğrafı
El judio 30001 gün önce

Ethena is for gays and niggas

DuckDice profil fotoğrafı
DuckDice1 gün önce

delta-neutral my ass, we're all just degens with a hoodie

CryptoPablo profil fotoğrafı
CryptoPablo1 gün önce

Check This fam 👇🏾

BandoSonSenpai profil fotoğrafı
BandoSonSenpai1 gün önce

$goon $goon $goon $goon $goon $goon $goon $goon $goon $goon $goon $goon $goon $goon $goon $goon

Ajit Singh Rathore profil fotoğrafı
Ajit Singh Rathore1 gün önce

“The world runs on promises; we run on bullshit.” $BULLSHIT

MyThicCat🐱 profil fotoğrafı
MyThicCat🐱1 gün önce

Crypto scientists type sht

CoinStats profil fotoğrafı
CoinStats1 gün önce

any news about black bull?

Mr Early profil fotoğrafı
Mr Early1 gün önce

Rasmr face look like he didn’t understand 💩 you said!

Rain profil fotoğrafı
Rain1 gün önce

Ethena gets more interesting when funding rates start picking up

Mr Early profil fotoğrafı
Mr Early1 gün önce

Bro you just scrabbled my 🧠

Raoul Sophie profil fotoğrafı
Raoul Sophie1 gün önce

Leverage rising, $GOLD watching.

M E E K A🐂🀄 profil fotoğrafı
M E E K A🐂🀄1 gün önce

True, the funding rate flywheel is where USDe really starts cooking. When longs get crowded and funding flips hard positive, those short hedges turn into a yield machine.

Michael crypto profil fotoğrafı
Michael crypto1 gün önce

Ansem 04

Vexora profil fotoğrafı
Vexora1 gün önce

The leverage cycle is worth watching closely, $GOLD stays on my radar as the market heat up @blknoiz06

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BITCOIN JUST PASSED AN IMPORTANT STRESS TEST Tom Lee says the reason Bitcoin didn’t behave like “digital gold” during the last bout of market turmoil was simple: crypto went through one of the biggest deleveraging events in its history. When leverage unwinds that aggressively, everything gets sold — even assets that are supposed to hedge risk. But that phase may now be behind us. After months of speculation getting flushed out of the system, the market structure is cleaner. And this weekend offered a small but interesting signal: oil spiked on geopolitical tensions… and Bitcoin rallied instead. That’s a different reaction than what we saw during the deleveraging phase. Now Bitcoin is holding above $70K, and the narrative may be shifting back toward what many originally expected -- a scarce asset that can sit alongside gold during periods of global uncertainty. The real question now is whether this was just a short-term bounce... or the start of Bitcoin reasserting its macro role. 📹️: BMNR Bullz

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This guy built an HFT algorithm on Polymarket that trades markets with an average trade size of $60 Result: +$254,000 His bot trades short-term crypto Up/Down markets using a hybrid of directional trading, dynamic hedging, and volatility harvesting: 1. It finds mispricing using its own model It receives spot/perp data for the underlying asset and constantly compares it with prices on Polymarket The model also analyzes volatility, momentum, acceleration, and order-flow imbalance, then buys when it detects mispricing 2. When the signal reverses, it starts accumulating the opposite side as a hedge If the underlying asset changes direction, it starts buying the opposite outcome. This reduces its net directional exposure If both sides can be bought cheaply enough, part of the position turns into complete sets His Polymarket nickname: antsaslyku Follow this account and trade on Polymarket through this app: The main edge of this guy’s algorithm comes from identifying the stronger outcome and properly managing its open positions

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28,194 görüntüleme • 23 gün önce

Bitcoin has fallen below $70,000 for the first time in recent weeks, extending its recent pullback and triggering fresh liquidations across the market 🔥 The move comes amid broader risk-off sentiment and continued macro uncertainty, with leveraged positions getting flushed as the price broke key technical levels. 📉 When even Bitcoin can swing this sharply due to leverage and short-term flows, the appeal of assets whose supply rules are immutable and ownership is transparent forever on-chain becomes even more distinct. If you value durability and long-term ownership over short-term leveraged volatility, this kind of move might make the case for structural scarcity clearer. Do you see this drop below $70k as a healthy flush or a warning sign of deeper weakness? #Bitcoin #CryptoVolatility
0:20

Bitcoin has fallen below $70,000 for the first time in recent weeks, extending its recent pullback and triggering fresh liquidations across the market 🔥 The move comes amid broader risk-off sentiment and continued macro uncertainty, with leveraged positions getting flushed as the price broke key technical levels. 📉 When even Bitcoin can swing this sharply due to leverage and short-term flows, the appeal of assets whose supply rules are immutable and ownership is transparent forever on-chain becomes even more distinct. If you value durability and long-term ownership over short-term leveraged volatility, this kind of move might make the case for structural scarcity clearer. Do you see this drop below $70k as a healthy flush or a warning sign of deeper weakness? #Bitcoin #CryptoVolatility

Digital Mint | Founder & CEO

20,847 görüntüleme • 3 ay önce

🚨 BIGGEST $BTC BULL TRAP I’VE EVER SEEN But they won’t catch me! As I said before, the next target is 80K–85K. Once that target is reached, many will already be LIQUIDATED from their short positions. And they’ll start going long! I can already see it in local trading chats. Most bears are already doubting their short positions and starting to think about longs. BUT as we know, those thoughts usually come either near the highs or at the highs of the market! REMEMBER, THIS IS JUST MANIPULATION - A BULL TRAP! EVERYTHING IS GOING ACCORDING TO MY PLAN, DON’T WORRY. TURN ON NOTIFS, FOLLOW & BOOKMARK!
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🚨 BIGGEST $BTC BULL TRAP I’VE EVER SEEN But they won’t catch me! As I said before, the next target is 80K–85K. Once that target is reached, many will already be LIQUIDATED from their short positions. And they’ll start going long! I can already see it in local trading chats. Most bears are already doubting their short positions and starting to think about longs. BUT as we know, those thoughts usually come either near the highs or at the highs of the market! REMEMBER, THIS IS JUST MANIPULATION - A BULL TRAP! EVERYTHING IS GOING ACCORDING TO MY PLAN, DON’T WORRY. TURN ON NOTIFS, FOLLOW & BOOKMARK!

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This guy built an HFT algorithm on Polymarket with an average trade size of $23 Result: +$216,633 His bot trades crypto Up/Down markets using a hybrid of directional trading, dynamic hedging, and partial complete-set accumulation: 1. It looks for directional edge using its own fair probability It constantly compares its estimated probability of Up and Down with current Polymarket prices and enters positions when it sees mispricing 2. When the signal changes, it buys the opposite outcome Instead of closing the original position, it starts accumulating the other side. Part of the inventory gradually turns into paired Up + Down positions The median cost of a pair is around $0.945 3. It keeps a directional residual The median inventory imbalance is around 40% of total shares The matched part of the position captures structural edge, while the remaining inventory continues working in the direction of the model’s current signal His Polymarket nickname: pspspsps5 Follow this account and trade on Polymarket through this app: The main edge of this guy’s algorithm comes from combining two mechanics: First, it accumulates the outcome that its model considers undervalued. Then, when the market changes, it uses the opposite side as a dynamic hedge and builds complete sets
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This guy built an HFT algorithm on Polymarket with an average trade size of $23 Result: +$216,633 His bot trades crypto Up/Down markets using a hybrid of directional trading, dynamic hedging, and partial complete-set accumulation: 1. It looks for directional edge using its own fair probability It constantly compares its estimated probability of Up and Down with current Polymarket prices and enters positions when it sees mispricing 2. When the signal changes, it buys the opposite outcome Instead of closing the original position, it starts accumulating the other side. Part of the inventory gradually turns into paired Up + Down positions The median cost of a pair is around $0.945 3. It keeps a directional residual The median inventory imbalance is around 40% of total shares The matched part of the position captures structural edge, while the remaining inventory continues working in the direction of the model’s current signal His Polymarket nickname: pspspsps5 Follow this account and trade on Polymarket through this app: The main edge of this guy’s algorithm comes from combining two mechanics: First, it accumulates the outcome that its model considers undervalued. Then, when the market changes, it uses the opposite side as a dynamic hedge and builds complete sets

VALIX

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Broccoli Quanto Tutorial Video 📽️ 🥦Stack Broccoli (0x343E66bAD706EED4350fE96385ffc6336bd653Ef) and use it as collateral to long/short BNB with leverage: 💡If you’re trading Broccoli Quanto on mobile devices, make sure to copy and paste the in your wallet browser instead of chrome/safari. 📖If you’re new to quanto trading👇 -What is quanto perpetual trading? Quanto perpetual contracts let you trade assets (like BNB) with leverage without holding them, instead committing a collateral asset (like Broccoli #3Ef). Profits settle in the collateral asset (like Broccoli 3Ef). This means you can speculate on BNB’s price movements by committing Broccoli 3Ef as collateral asset to long/short BNB from a leveraged position. If BNB price goes up, you’ll gain multiplied Broccoli 3Ef. With higher leverage, your gains multiply more —but risk liquidation if the market moves against you. -Position limit on Broccoli Quanto When trading, ensure that your total position size after applying your customized leverage does not exceed 20% of the total market liquidity. Please review available liquidity before placing orders to maintain seamless trading operations.

Bounce Brand

22,672 görüntüleme • 1 yıl önce

When the market gets boring and quiet and everyone turns bearish, I like to come back to the story of how I fucked it all up. And I fucked it up a lot of ways, because crypto is genuinely hard. People think the cycles just repeat. They don't. Every one has a different texture, a different context, and it is so easy to get it wrong. I got in back in 2013. Wrote the first ever macro piece on Bitcoin, and bought at $200, straight into a peak right before it slammed down and I felt like an idiot. But I had a thesis. And the mistake was never the thesis. It was letting the noise talk me out of it... selling, trading around it, being clever, when the only thing that ever worked was holding. That is the whole lesson, and it is the one that matters most at times like this. Crypto is one of the only real secular trends that lets you build wealth against the debasement of your salary. And as the Exponential Age accelerates, it matters more, not less. So when the market gets depressing, I do the same thing every time. I go back to the thesis, and I accumulate. Zoom out.
1:13

When the market gets boring and quiet and everyone turns bearish, I like to come back to the story of how I fucked it all up. And I fucked it up a lot of ways, because crypto is genuinely hard. People think the cycles just repeat. They don't. Every one has a different texture, a different context, and it is so easy to get it wrong. I got in back in 2013. Wrote the first ever macro piece on Bitcoin, and bought at $200, straight into a peak right before it slammed down and I felt like an idiot. But I had a thesis. And the mistake was never the thesis. It was letting the noise talk me out of it... selling, trading around it, being clever, when the only thing that ever worked was holding. That is the whole lesson, and it is the one that matters most at times like this. Crypto is one of the only real secular trends that lets you build wealth against the debasement of your salary. And as the Exponential Age accelerates, it matters more, not less. So when the market gets depressing, I do the same thing every time. I go back to the thesis, and I accumulate. Zoom out.

Raoul Pal

187,494 görüntüleme • 2 ay önce

Introducing TALIS. Onchain structured markets for tokenized stocks, built on Robinhood Chain. Two people can own the same stock and have completely different expectations. One may be happy taking profit after a 5% move and would rather earn premium than wait for more. Another may believe the stock has much further to run and wants concentrated exposure to that upside. TALIS creates a market between them. Asset holders can put their tokenized stocks to work by selling a defined portion of future upside in exchange for premium. Traders on the other side can buy exposure specifically to that upside, without using traditional perpetual funding or liquidation-based leverage. The underlying asset backs the structure. Markets operate through defined periods, strike levels and onchain settlement. For holders: earn premium from assets you already own. For traders: trade the upside you actually have conviction in. One underlying asset. Different market views. TALIS Structured markets, onchain. 100% of protocol revenue buys back $TALIS. Built on Robinhood Chain.
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Introducing TALIS. Onchain structured markets for tokenized stocks, built on Robinhood Chain. Two people can own the same stock and have completely different expectations. One may be happy taking profit after a 5% move and would rather earn premium than wait for more. Another may believe the stock has much further to run and wants concentrated exposure to that upside. TALIS creates a market between them. Asset holders can put their tokenized stocks to work by selling a defined portion of future upside in exchange for premium. Traders on the other side can buy exposure specifically to that upside, without using traditional perpetual funding or liquidation-based leverage. The underlying asset backs the structure. Markets operate through defined periods, strike levels and onchain settlement. For holders: earn premium from assets you already own. For traders: trade the upside you actually have conviction in. One underlying asset. Different market views. TALIS Structured markets, onchain. 100% of protocol revenue buys back $TALIS. Built on Robinhood Chain.

Talis

27,861 görüntüleme • 1 gün önce

🚨 DUMP BELOW $80,000 WILL BE BRUTAL I’ve been trading Bitcoin for more than 10 years. I have NEVER seen this much long-side liquidity stacked around one Bitcoin level. More than $3.2 BILLION in longs gets wiped if Bitcoin loses $80,000. Read that again. $3.2 BILLION. And once those liquidations start, they create MORE selling. Longs get liquidated → price drops → more longs get liquidated → price drops again. That’s how the cascade begins. Everyone who spent the last few months telling you: “The Bitcoin cycle bottom is already in.” is about to find out why leverage near the end of a bear cycle is so dangerous. But here’s the part most people will get completely wrong: THE DUMP IS NOT THE SIGNAL TO PANIC. It’s the signal I’ve been waiting for. Because real market-cycle bottoms don’t form when everyone feels comfortable. They form when leverage gets destroyed. When bulls give up. When forced sellers have no choice left. When buying Bitcoin feels like the WORST possible decision. That is exactly where I want to be buying. If $80K breaks and this liquidity gets flushed, the move could be violent. But once that leverage is gone, one of the biggest obstacles to the next bull run disappears with it. Panic → liquidation cascade → capitulation → market-cycle bottom → new bull run Most people will sell the pain. I’m waiting to buy it. Keep in mind: I was one of the few who publicly called the $17K Bitcoin bottom in 2022 and the $126K top in 2025. When the bottom comes, my followers will see it first. Turn notifications on. You won’t get a second warning.
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🚨 DUMP BELOW $80,000 WILL BE BRUTAL I’ve been trading Bitcoin for more than 10 years. I have NEVER seen this much long-side liquidity stacked around one Bitcoin level. More than $3.2 BILLION in longs gets wiped if Bitcoin loses $80,000. Read that again. $3.2 BILLION. And once those liquidations start, they create MORE selling. Longs get liquidated → price drops → more longs get liquidated → price drops again. That’s how the cascade begins. Everyone who spent the last few months telling you: “The Bitcoin cycle bottom is already in.” is about to find out why leverage near the end of a bear cycle is so dangerous. But here’s the part most people will get completely wrong: THE DUMP IS NOT THE SIGNAL TO PANIC. It’s the signal I’ve been waiting for. Because real market-cycle bottoms don’t form when everyone feels comfortable. They form when leverage gets destroyed. When bulls give up. When forced sellers have no choice left. When buying Bitcoin feels like the WORST possible decision. That is exactly where I want to be buying. If $80K breaks and this liquidity gets flushed, the move could be violent. But once that leverage is gone, one of the biggest obstacles to the next bull run disappears with it. Panic → liquidation cascade → capitulation → market-cycle bottom → new bull run Most people will sell the pain. I’m waiting to buy it. Keep in mind: I was one of the few who publicly called the $17K Bitcoin bottom in 2022 and the $126K top in 2025. When the bottom comes, my followers will see it first. Turn notifications on. You won’t get a second warning.

Mull Ⓜ️

117,006 görüntüleme • 7 gün önce

THIS IS HOW LIQUIDITY COMES BACK David Solomon, who runs Goldman Sachs, said we’re sitting in one of the strongest macro setups he’s seen. A capital investment supercycle, easing regulation, and massive corporate spending is exactly how liquidity works its way back into markets. When a handful of companies can add ~1% to GDP with capex alone, that tells you demand and growth are real. And this matters for crypto -- strong growth and improving financial conditions don’t just support equities. They create the backdrop where risk appetite returns and alternative assets benefit. TradFi calls it stimulus and capex. Crypto feels it as liquidity coming back online.
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THIS IS HOW LIQUIDITY COMES BACK David Solomon, who runs Goldman Sachs, said we’re sitting in one of the strongest macro setups he’s seen. A capital investment supercycle, easing regulation, and massive corporate spending is exactly how liquidity works its way back into markets. When a handful of companies can add ~1% to GDP with capex alone, that tells you demand and growth are real. And this matters for crypto -- strong growth and improving financial conditions don’t just support equities. They create the backdrop where risk appetite returns and alternative assets benefit. TradFi calls it stimulus and capex. Crypto feels it as liquidity coming back online.

CryptosRus

22,710 görüntüleme • 7 ay önce

This guy built a trading bot on Polymarket with an average trade size of $28.64 Result: +$183,980 His bot trades 5 and 15 minute crypto Up/Down markets using a hybrid of directional trading, dynamic hedging, and volatility harvesting: 1. It looks for edge using its own fair-value model The model takes into account distance from the opening price, volatility, momentum, acceleration, order flow, and external spot/perp data It enters a position when it detects mispricing. As the signal gets stronger, it gradually increases its position 2. When the price reverses, it builds a hedge using the opposite outcome If the underlying asset changes direction, it doesn’t sell its existing inventory. Instead, it starts buying the opposite side This turns part of the existing position into a hedge, while its new directional exposure shifts according to the current fair-value estimate You can build your own trading bot here: (Trial period available after registration) This HFT algorithm’s Polymarket nickname: std0 Its main edge comes from constantly repricing probabilities and properly managing its positions
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This guy built a trading bot on Polymarket with an average trade size of $28.64 Result: +$183,980 His bot trades 5 and 15 minute crypto Up/Down markets using a hybrid of directional trading, dynamic hedging, and volatility harvesting: 1. It looks for edge using its own fair-value model The model takes into account distance from the opening price, volatility, momentum, acceleration, order flow, and external spot/perp data It enters a position when it detects mispricing. As the signal gets stronger, it gradually increases its position 2. When the price reverses, it builds a hedge using the opposite outcome If the underlying asset changes direction, it doesn’t sell its existing inventory. Instead, it starts buying the opposite side This turns part of the existing position into a hedge, while its new directional exposure shifts according to the current fair-value estimate You can build your own trading bot here: (Trial period available after registration) This HFT algorithm’s Polymarket nickname: std0 Its main edge comes from constantly repricing probabilities and properly managing its positions

VALIX

131,090 görüntüleme • 19 gün önce

WARREN BUFFETT’S ADVICE ON PREPARING FOR A BEAR MARKET Key Points: - “If the market gets cheaper, we’ll have many more opportunities to do intelligent things with money.” -“We’re going to be buying things- operating businesses, stocks, high-yield bonds, whatever.” -“I’m going to be buying for the rest of my life, just like groceries. Now, would I rather have grocery prices go up or down if I’m buying next week, next month, and next year?” -“The answer is obvious: if I’m a net buyer, I do better when prices are lower.” So, are you prepared to buy your way through a bear market? My Approach: 1.Reallocate a portion of holdings into long-term bonds and short-term Treasuries, reducing exposure to broad market indexes I believe are overvalued and due for a correction. 2.Short select bubble sectors (nuclear, quantum, flying cars). 3. Continue accumulating stocks and sectors I view as undervalued (biotech, international equities, etc.). 4. As the bear market unfolds, dollar-cost average into market indexes and gradually shift capital from fixed income back into equities. Is it crazy to think you can time the market?
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WARREN BUFFETT’S ADVICE ON PREPARING FOR A BEAR MARKET Key Points: - “If the market gets cheaper, we’ll have many more opportunities to do intelligent things with money.” -“We’re going to be buying things- operating businesses, stocks, high-yield bonds, whatever.” -“I’m going to be buying for the rest of my life, just like groceries. Now, would I rather have grocery prices go up or down if I’m buying next week, next month, and next year?” -“The answer is obvious: if I’m a net buyer, I do better when prices are lower.” So, are you prepared to buy your way through a bear market? My Approach: 1.Reallocate a portion of holdings into long-term bonds and short-term Treasuries, reducing exposure to broad market indexes I believe are overvalued and due for a correction. 2.Short select bubble sectors (nuclear, quantum, flying cars). 3. Continue accumulating stocks and sectors I view as undervalued (biotech, international equities, etc.). 4. As the bear market unfolds, dollar-cost average into market indexes and gradually shift capital from fixed income back into equities. Is it crazy to think you can time the market?

Common Sense Investor (CSI)

149,067 görüntüleme • 10 ay önce

🚨 THE GLOBAL FINANCIAL SYSTEM IS STARTING TO CRACK Japan keeps reducing its exposure to U.S. Treasuries, and that matters far more than most traders realize. The U.S. financial system depends on constant demand for government debt. When one of the biggest foreign holders starts stepping back, yields come under pressure. And higher yields create a chain reaction. Debt servicing gets more expensive. Financial conditions tighten. Liquidity gets weaker. And eventually, pressure spills into stocks. That is the part markets are ignoring. The S&P can sit near record highs while the bond market underneath it keeps getting more unstable. But that divergence does not last forever. If Treasury demand keeps weakening while yields remain elevated, the entire market will be forced to reprice. THIS IS HOW A BOND PROBLEM BECOMES A STOCK MARKET PROBLEM. Watch the next U.S. session closely!👀
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🚨 THE GLOBAL FINANCIAL SYSTEM IS STARTING TO CRACK Japan keeps reducing its exposure to U.S. Treasuries, and that matters far more than most traders realize. The U.S. financial system depends on constant demand for government debt. When one of the biggest foreign holders starts stepping back, yields come under pressure. And higher yields create a chain reaction. Debt servicing gets more expensive. Financial conditions tighten. Liquidity gets weaker. And eventually, pressure spills into stocks. That is the part markets are ignoring. The S&P can sit near record highs while the bond market underneath it keeps getting more unstable. But that divergence does not last forever. If Treasury demand keeps weakening while yields remain elevated, the entire market will be forced to reprice. THIS IS HOW A BOND PROBLEM BECOMES A STOCK MARKET PROBLEM. Watch the next U.S. session closely!👀

Qmo

45,721 görüntüleme • 14 gün önce