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🚨STRC VOLUME EXPLODES: RECORD ABOVE-$100 TRADING SIGNALS MASSIVE BITCOIN BUYING SPREE Strategy's STRC preferred stock shatters records today, biggest above-$100 volume day yet, with 850 BTC Saylor's accumulation engine in overdrive as high-yield demand fuels relentless Bitcoin grabs.

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🔥THE SIMPLE PATH TO $1,000 MSTR🔥 I modeled Strategy buying BTC at its current 2026 pace of 1,822 BTC per business day all the way through EOY 2027. Assumptions: BTC goes from $77K to $275K ($275k is the Power Law trend price EOY 2027, not moonboi nonsense) Every purchase is funded with 100% STRC issuance STRC costs 11.5% Strategy sells BTC every month to pay the dividend The cool part about this is that it shows what happens if STRC adoption stays flat from here, when in reality it is scaling quickly. Starting point: 843,738 BTC $13.52B preferred $8.21B debt 384.2M diluted shares Result by Dec 2027: Gross BTC bought: 743,246 BTC sold for dividends: 66,942 Net BTC added: 676,304 Ending stack: 1,520,042 BTC CEBE/share: 146K sats → 251K sats CEBE NAV/share: $112.56 → $691.01 If the market keeps paying today’s 1.48x price-to-CEBE multiple, the common stock projects to: $166.63 → $1,022.75 So the “crippling” 11.5% cost of capital ends up forcing monthly BTC sales of only 66.9K BTC total, while the machine inhales 743K BTC gross. Wall Street built a preferred-stock blood bank for a Bitcoin black hole, and the black hole is still hungry. Boom. Not hard. Bitcoin reverts back to trend price and Strategy stays on the pace they're on. $1,000 MSTR. If this math is even directionally right, people are grotesquely underestimating what happens when scarce collateral is funded by infinite boomer paper.
0:20

🔥THE SIMPLE PATH TO $1,000 MSTR🔥 I modeled Strategy buying BTC at its current 2026 pace of 1,822 BTC per business day all the way through EOY 2027. Assumptions: BTC goes from $77K to $275K ($275k is the Power Law trend price EOY 2027, not moonboi nonsense) Every purchase is funded with 100% STRC issuance STRC costs 11.5% Strategy sells BTC every month to pay the dividend The cool part about this is that it shows what happens if STRC adoption stays flat from here, when in reality it is scaling quickly. Starting point: 843,738 BTC $13.52B preferred $8.21B debt 384.2M diluted shares Result by Dec 2027: Gross BTC bought: 743,246 BTC sold for dividends: 66,942 Net BTC added: 676,304 Ending stack: 1,520,042 BTC CEBE/share: 146K sats → 251K sats CEBE NAV/share: $112.56 → $691.01 If the market keeps paying today’s 1.48x price-to-CEBE multiple, the common stock projects to: $166.63 → $1,022.75 So the “crippling” 11.5% cost of capital ends up forcing monthly BTC sales of only 66.9K BTC total, while the machine inhales 743K BTC gross. Wall Street built a preferred-stock blood bank for a Bitcoin black hole, and the black hole is still hungry. Boom. Not hard. Bitcoin reverts back to trend price and Strategy stays on the pace they're on. $1,000 MSTR. If this math is even directionally right, people are grotesquely underestimating what happens when scarce collateral is funded by infinite boomer paper.

Adam Livingston

54,294 views • 2 months ago

Saylor’s Bitcoin Machine Meets the Cash Reality The real story is not that Strategy may sell up to $1.25B of Bitcoin. The bigger story is that it has moved from a simple accumulation narrative into a complex capital markets machine. The old pitch was buy Bitcoin, never sell, increase Bitcoin per share. The new structure has preferred stock, convertible debt, reserves, buybacks, dividend obligations, and now a BTC monetization plan. That shift matters because Bitcoin does not produce cash flow. Preferred dividends and interest expense do. Strategy says it has about $2.55B in USD reserves and roughly $1.76B in annual preferred dividend and interest obligations. That sounds like about 17 months of coverage, but that number is static. It assumes no future dividend increases, no stress, no buybacks, no taxes, no transaction costs, and no deterioration in capital market access. If they keep raising the STRC dividend to defend the price near par, the cash burn rises and the runway gets shorter. The Digital Credit Problem STRC is marketed as digital credit, but economically it behaves like a high yield perpetual preferred stock tied to confidence in a Bitcoin balance sheet. It is not normal debt because there is no traditional maturity. It is not common equity because it sits ahead of common shareholders and carries a large cash distribution expectation. The design is clever but circular. STRC’s dividend can be adjusted to keep the security near $99 to $100. The dividend was raised to 12%, which may support the price, but it also raises cash burn. If STRC trades below par, Strategy may raise the dividend again. If the dividend rises, the reserve coverage shrinks. If cash gets tight, Strategy needs new issuance, reserves, or Bitcoin sales. The compounding issue makes the structure even more fragile. If dividends are paid on time, they do not compound against the company. But if payments are deferred or missed, unpaid dividends can accumulate and compound monthly until paid. That means a liquidity problem does not just sit there. It can grow on itself. Where The Fragility Lives Strategy owns a volatile, non cash flowing asset and has layered cash obligations on top of it. That works when Bitcoin rises, MSTR trades at a premium, and investors are hungry for yield. It gets harder when Bitcoin falls, spreads widen, or investors demand higher returns. Selling Bitcoin now changes the narrative. Bitcoin is no longer just the sacred reserve asset. It is now a liquidity backstop for dividends, reserves, interest, and buybacks. The $1.25B monetization program adds runway, but it also proves the point. Cash promises need cash sources. That creates the feedback loop. If Bitcoin falls, asset coverage weakens. If STRC trades lower, required yields rise. If yields rise, Strategy may need to raise the dividend. If the dividend rises, cash burn accelerates. If issuance slows, reserves get used. If reserves fall, Bitcoin sales become more likely. If those sales look defensive, confidence weakens further. My Take Common shareholders own the upside, but they sit below debt and preferred claims. Preferred holders get high yield, but they rely on Strategy’s ability to maintain reserves, issue securities, monetize Bitcoin, and keep market confidence intact. This is no longer just a Bitcoin bet. It is a Bitcoin liquidity bet, a capital markets access bet, and a confidence bet. Strategy can survive if Bitcoin rises, MSTR keeps a premium, and yield investors keep funding the machine. If two fail at once, the model becomes fragile. The key red flags are STRC below par, dividend hikes that fail to restore the price, reserve coverage under 12 months, unpaid dividends compounding, visible Bitcoin sales, MSTR near or below NAV, and preferred yields widening. The structure can work, but not forever on narrative alone. Eventually, cash obligations meet cash sources. That is where the risk lives.
0:11

Saylor’s Bitcoin Machine Meets the Cash Reality The real story is not that Strategy may sell up to $1.25B of Bitcoin. The bigger story is that it has moved from a simple accumulation narrative into a complex capital markets machine. The old pitch was buy Bitcoin, never sell, increase Bitcoin per share. The new structure has preferred stock, convertible debt, reserves, buybacks, dividend obligations, and now a BTC monetization plan. That shift matters because Bitcoin does not produce cash flow. Preferred dividends and interest expense do. Strategy says it has about $2.55B in USD reserves and roughly $1.76B in annual preferred dividend and interest obligations. That sounds like about 17 months of coverage, but that number is static. It assumes no future dividend increases, no stress, no buybacks, no taxes, no transaction costs, and no deterioration in capital market access. If they keep raising the STRC dividend to defend the price near par, the cash burn rises and the runway gets shorter. The Digital Credit Problem STRC is marketed as digital credit, but economically it behaves like a high yield perpetual preferred stock tied to confidence in a Bitcoin balance sheet. It is not normal debt because there is no traditional maturity. It is not common equity because it sits ahead of common shareholders and carries a large cash distribution expectation. The design is clever but circular. STRC’s dividend can be adjusted to keep the security near $99 to $100. The dividend was raised to 12%, which may support the price, but it also raises cash burn. If STRC trades below par, Strategy may raise the dividend again. If the dividend rises, the reserve coverage shrinks. If cash gets tight, Strategy needs new issuance, reserves, or Bitcoin sales. The compounding issue makes the structure even more fragile. If dividends are paid on time, they do not compound against the company. But if payments are deferred or missed, unpaid dividends can accumulate and compound monthly until paid. That means a liquidity problem does not just sit there. It can grow on itself. Where The Fragility Lives Strategy owns a volatile, non cash flowing asset and has layered cash obligations on top of it. That works when Bitcoin rises, MSTR trades at a premium, and investors are hungry for yield. It gets harder when Bitcoin falls, spreads widen, or investors demand higher returns. Selling Bitcoin now changes the narrative. Bitcoin is no longer just the sacred reserve asset. It is now a liquidity backstop for dividends, reserves, interest, and buybacks. The $1.25B monetization program adds runway, but it also proves the point. Cash promises need cash sources. That creates the feedback loop. If Bitcoin falls, asset coverage weakens. If STRC trades lower, required yields rise. If yields rise, Strategy may need to raise the dividend. If the dividend rises, cash burn accelerates. If issuance slows, reserves get used. If reserves fall, Bitcoin sales become more likely. If those sales look defensive, confidence weakens further. My Take Common shareholders own the upside, but they sit below debt and preferred claims. Preferred holders get high yield, but they rely on Strategy’s ability to maintain reserves, issue securities, monetize Bitcoin, and keep market confidence intact. This is no longer just a Bitcoin bet. It is a Bitcoin liquidity bet, a capital markets access bet, and a confidence bet. Strategy can survive if Bitcoin rises, MSTR keeps a premium, and yield investors keep funding the machine. If two fail at once, the model becomes fragile. The key red flags are STRC below par, dividend hikes that fail to restore the price, reserve coverage under 12 months, unpaid dividends compounding, visible Bitcoin sales, MSTR near or below NAV, and preferred yields widening. The structure can work, but not forever on narrative alone. Eventually, cash obligations meet cash sources. That is where the risk lives.

EndGame Macro

33,374 views • 1 month ago

🚀ASST TO $700 PER SHARE?!?🚀 YOU THINK I'M JOKING? THINK AGAIN, BUCKO. Current ASST snapshot: BTC holdings: 15,000.5 BTC BTC price: $80,593 Bitcoin NAV: $1.21B Total debt: $10M Preferred outstanding: $495.95M Debt + preferred: $505.95M Amplification ratio: 41.9% Current stock price: $15.85 Now here’s the model, and this isn't MOONBOY NONSENSE, kids. This is with Bitcoin at $750k in 2036, not $1 million in 2034. ASST maintains their current 41.9% amplification ratio for 10 years. Translation for normal people: For every $1.00 of Bitcoin NAV, ASST keeps roughly $0.419 of senior claims through debt/preferred financing. The bears hear that and immediately start sweating through a Men’s Wearhouse suit. But this is the actual machine. As Bitcoin rises, the Bitcoin NAV rises. When the NAV rises, the old preferred stack becomes smaller relative to the treasury. So ASST issues more SATA to keep amplification at 41.9%. That new SATA capital buys more Bitcoin. Then Bitcoin goes up again. Then the NAV goes up again. Then the amplification ratio drops again. Then they issue more SATA again. Then they buy more Bitcoin again. This is how you turn a balance sheet into a legally registered orange crocodile. Now we add the funding mix: 75% of new Bitcoin accumulation comes from SATA. 25% comes from issuing common stock. And the common stock is issued at 1.2x EV mNAV. Meaning they are selling equity at a 20% premium to the enterprise value of the Bitcoin stack. That matters. Because issuing common below NAV is financial self-harm. Issuing common above NAV is accretive treasury sorcery. Now assume Bitcoin compounds at 25% per year for 10 years. BTC price goes from: $80,593 today to roughly: $750,579 in year 10 That is a 9.3x move in Bitcoin. Now what happens to ASST? Starting BTC stack: 15,000.5 BTC Projected year 10 BTC stack: 143,425 BTC That is 9.6x more Bitcoin. Starting Bitcoin NAV: $1.21B Projected year 10 Bitcoin NAV: $107.65B That is 89x larger. Now the bears will say: “BUT THE PREFERREDS!” Yes, Carl. The preferreds are the point. Senior claims rise from $505.95M to $45.11B because the model intentionally keeps amplification at 41.9%. That sounds terrifying until you remember the Bitcoin NAV grew to $107.65B. The stack got bigger. The senior claims got bigger. The common equity claim got bigger too. This is where CEBE comes in. CEBE = Common Equity Bitcoin Exposure. It answers the only question that matters: After debt and preferred holders get their claim, how much Bitcoin exposure does the common shareholder really own? Today: Gross BPS: 20,222 sats CEBE/share: 11,759 sats Year 10: Gross BPS: 95,380 sats CEBE/share: 55,416 sats That means common-equity Bitcoin exposure per share rises about 4.7x. Even after common issuance. Even after maintaining the preferred stack. Even after the bears finish their sacred ritual of screaming “DILUTION” into a spreadsheet they opened sideways. Now the share count. Current implied diluted shares: 74.2M Projected year 10 shares: 150.4M So yes, the share count roughly doubles in this model. But the Bitcoin stack goes 9.6x. This is the entire game. If Bitcoin holdings grow much faster than shares outstanding, the common shareholder’s Bitcoin exposure goes up. The bears think all issuance is bad because they learned finance from a Yahoo message board during a divorce. The actual question is: Does issuance increase Bitcoin per share after senior claims? In this model, yes. Now the stock price. Strict 1.2x EV mNAV model gets ASST to about: $559/share But if we anchor the model to today’s actual ASST price of $15.85, the same growth path gets you to roughly: $696/share Call it $700. There it is. ASST to $700 per share is not “vibes.” It is a model. BTC compounds at 25%. SATA funds 75% of accumulation. Common funds 25% at 1.2x EV mNAV. Amplification stays at 41.9%. BTC stack grows from 15,000 BTC to 143,425 BTC. Bitcoin NAV goes from $1.21B to $107.65B. CEBE/share goes from 11,759 sats to 55,416 sats. The stock goes from $15.85 to roughly $700. This is why small Bitcoin treasury companies are so insane. Strategy is the Death Star. ASST is the weird little orange lab experiment in the basement where someone accidentally discovers corporate finance methamphetamine. Tiny denominator. Preferred financing. Bitcoin accumulation. Premium equity issuance. CEBE expansion. A compounding treasury loop. The bear case is that dilution kills the common. The bull case is that accretive dilution plus preferred financing creates a Bitcoin-per-share machine that eats capital markets and leaves behind a pile of traumatized short sellers asking why their model still says “book value.” ASST to $700? If the machine works, yes. If Bitcoin does 25% CAGR, absolutely possible. If SATA scales and common gets issued above NAV, the goblin gets fed. And once the goblin gets fed, the spreadsheet starts looking like it was written by Saylor, Dylan LeClair, and a sleep-deprived Austrian economist locked inside a treasury dashboard with three Celsius energy drinks. This is not financial advice. This is FINANCIAL ENTERTAINMENT:
0:20

🚀ASST TO $700 PER SHARE?!?🚀 YOU THINK I'M JOKING? THINK AGAIN, BUCKO. Current ASST snapshot: BTC holdings: 15,000.5 BTC BTC price: $80,593 Bitcoin NAV: $1.21B Total debt: $10M Preferred outstanding: $495.95M Debt + preferred: $505.95M Amplification ratio: 41.9% Current stock price: $15.85 Now here’s the model, and this isn't MOONBOY NONSENSE, kids. This is with Bitcoin at $750k in 2036, not $1 million in 2034. ASST maintains their current 41.9% amplification ratio for 10 years. Translation for normal people: For every $1.00 of Bitcoin NAV, ASST keeps roughly $0.419 of senior claims through debt/preferred financing. The bears hear that and immediately start sweating through a Men’s Wearhouse suit. But this is the actual machine. As Bitcoin rises, the Bitcoin NAV rises. When the NAV rises, the old preferred stack becomes smaller relative to the treasury. So ASST issues more SATA to keep amplification at 41.9%. That new SATA capital buys more Bitcoin. Then Bitcoin goes up again. Then the NAV goes up again. Then the amplification ratio drops again. Then they issue more SATA again. Then they buy more Bitcoin again. This is how you turn a balance sheet into a legally registered orange crocodile. Now we add the funding mix: 75% of new Bitcoin accumulation comes from SATA. 25% comes from issuing common stock. And the common stock is issued at 1.2x EV mNAV. Meaning they are selling equity at a 20% premium to the enterprise value of the Bitcoin stack. That matters. Because issuing common below NAV is financial self-harm. Issuing common above NAV is accretive treasury sorcery. Now assume Bitcoin compounds at 25% per year for 10 years. BTC price goes from: $80,593 today to roughly: $750,579 in year 10 That is a 9.3x move in Bitcoin. Now what happens to ASST? Starting BTC stack: 15,000.5 BTC Projected year 10 BTC stack: 143,425 BTC That is 9.6x more Bitcoin. Starting Bitcoin NAV: $1.21B Projected year 10 Bitcoin NAV: $107.65B That is 89x larger. Now the bears will say: “BUT THE PREFERREDS!” Yes, Carl. The preferreds are the point. Senior claims rise from $505.95M to $45.11B because the model intentionally keeps amplification at 41.9%. That sounds terrifying until you remember the Bitcoin NAV grew to $107.65B. The stack got bigger. The senior claims got bigger. The common equity claim got bigger too. This is where CEBE comes in. CEBE = Common Equity Bitcoin Exposure. It answers the only question that matters: After debt and preferred holders get their claim, how much Bitcoin exposure does the common shareholder really own? Today: Gross BPS: 20,222 sats CEBE/share: 11,759 sats Year 10: Gross BPS: 95,380 sats CEBE/share: 55,416 sats That means common-equity Bitcoin exposure per share rises about 4.7x. Even after common issuance. Even after maintaining the preferred stack. Even after the bears finish their sacred ritual of screaming “DILUTION” into a spreadsheet they opened sideways. Now the share count. Current implied diluted shares: 74.2M Projected year 10 shares: 150.4M So yes, the share count roughly doubles in this model. But the Bitcoin stack goes 9.6x. This is the entire game. If Bitcoin holdings grow much faster than shares outstanding, the common shareholder’s Bitcoin exposure goes up. The bears think all issuance is bad because they learned finance from a Yahoo message board during a divorce. The actual question is: Does issuance increase Bitcoin per share after senior claims? In this model, yes. Now the stock price. Strict 1.2x EV mNAV model gets ASST to about: $559/share But if we anchor the model to today’s actual ASST price of $15.85, the same growth path gets you to roughly: $696/share Call it $700. There it is. ASST to $700 per share is not “vibes.” It is a model. BTC compounds at 25%. SATA funds 75% of accumulation. Common funds 25% at 1.2x EV mNAV. Amplification stays at 41.9%. BTC stack grows from 15,000 BTC to 143,425 BTC. Bitcoin NAV goes from $1.21B to $107.65B. CEBE/share goes from 11,759 sats to 55,416 sats. The stock goes from $15.85 to roughly $700. This is why small Bitcoin treasury companies are so insane. Strategy is the Death Star. ASST is the weird little orange lab experiment in the basement where someone accidentally discovers corporate finance methamphetamine. Tiny denominator. Preferred financing. Bitcoin accumulation. Premium equity issuance. CEBE expansion. A compounding treasury loop. The bear case is that dilution kills the common. The bull case is that accretive dilution plus preferred financing creates a Bitcoin-per-share machine that eats capital markets and leaves behind a pile of traumatized short sellers asking why their model still says “book value.” ASST to $700? If the machine works, yes. If Bitcoin does 25% CAGR, absolutely possible. If SATA scales and common gets issued above NAV, the goblin gets fed. And once the goblin gets fed, the spreadsheet starts looking like it was written by Saylor, Dylan LeClair, and a sleep-deprived Austrian economist locked inside a treasury dashboard with three Celsius energy drinks. This is not financial advice. This is FINANCIAL ENTERTAINMENT:

Adam Livingston

66,707 views • 2 months ago

SATA acquired an estimated ~291.5 BTC today. That would be assuming $19.13M raised out of the $96.44M daily volume. Is this accurate? Tough to know! We'll find out Monday I assume. But what does this look like for ASST's stock price if this was replicated every day for a year? Let's say there are about ~21 trading days per month... and Bitcoin is at $200k a year from now. It'll be a volatile, non-linear ride upward of course, but this is what it looks like if BTC moves linearly to that price point with this level of issuance. 21 x $19.3M raised = ~$400 million raised per month via SATA... zero ASST sold to buy Bitcoin. Zero mNAV expansion... mNAV trades at the same it does today. Common stock ASST is sold to fund dividends in this model. At $200K BTC: Ending BTC stack: 65,250 ₿ Ending CEBE sats/share: 43,614 CEBE Sats Yield: 228.9% annualized Ending implied stock price: $157.88 Total return vs today: 900% It is a 10x from today almost exactly. Does common equity own more residual Bitcoin per share after senior claims, dividends, and dilution? In this model, yes. A lot more. Not investment advice. This does not include the potential warrant exercises later this year. Issuing SATA adds a lot of LATENT POWER to the balance sheet. If Bitcoin goes up and to the right and it SATA issuance can continue to raise capital... well... ASST is a powder keg about to be ignited.
0:10

SATA acquired an estimated ~291.5 BTC today. That would be assuming $19.13M raised out of the $96.44M daily volume. Is this accurate? Tough to know! We'll find out Monday I assume. But what does this look like for ASST's stock price if this was replicated every day for a year? Let's say there are about ~21 trading days per month... and Bitcoin is at $200k a year from now. It'll be a volatile, non-linear ride upward of course, but this is what it looks like if BTC moves linearly to that price point with this level of issuance. 21 x $19.3M raised = ~$400 million raised per month via SATA... zero ASST sold to buy Bitcoin. Zero mNAV expansion... mNAV trades at the same it does today. Common stock ASST is sold to fund dividends in this model. At $200K BTC: Ending BTC stack: 65,250 ₿ Ending CEBE sats/share: 43,614 CEBE Sats Yield: 228.9% annualized Ending implied stock price: $157.88 Total return vs today: 900% It is a 10x from today almost exactly. Does common equity own more residual Bitcoin per share after senior claims, dividends, and dilution? In this model, yes. A lot more. Not investment advice. This does not include the potential warrant exercises later this year. Issuing SATA adds a lot of LATENT POWER to the balance sheet. If Bitcoin goes up and to the right and it SATA issuance can continue to raise capital... well... ASST is a powder keg about to be ignited.

Adam Livingston

15,426 views • 1 month ago

Sold 32 coins. Bought 1,550. 48 times more, at a 15% discount, into the crash the market blamed on the sale. Strategy disclosed today that while everyone panicked over its $2.5 million Bitcoin sale, it was quietly buying the dip that panic created. 1,550 Bitcoin for $101 million, at $65,332 a coin, far below the $77,135 it sold for and below its own cost basis. The bears called the sale the first crack, a forced liquidation, the start of the death spiral. The answer was a buy 48 times the size of the sale that scared them. This is the machine we described: a state-contingent allocator. Above its funding line, it turns market access into Bitcoin. The sale was the exception. The buy is the rule. It also closed the question the sale opened. The cash reserve behind the preferred dividends had thinned to $900 million, about six months of cover. He rebuilt it to $1 billion in the same week. But watch how, because that is the real story. He funded none of it with coins. He funded it with $181 million of freshly issued stock, then spent it on Bitcoin and the reserve. The coins were never the funding source. The equity is. That is the flywheel working exactly as built, and the cost of it surfacing at the same time. Every turn now runs on issuing shares, and the premium that once made each share buy more Bitcoin than it diluted has compressed hard. He bought low. He sold his own stock low to do it. So the question quietly turns. It was never whether Saylor sells his Bitcoin. He just proved again that he buys far more than he sells. It is what each turn of the engine now costs in dilution, and how long the market keeps paying a premium worth that cost. He bought the dip. The dip was partly his own making. And he paid for it in equity, not coins.
0:10

Sold 32 coins. Bought 1,550. 48 times more, at a 15% discount, into the crash the market blamed on the sale. Strategy disclosed today that while everyone panicked over its $2.5 million Bitcoin sale, it was quietly buying the dip that panic created. 1,550 Bitcoin for $101 million, at $65,332 a coin, far below the $77,135 it sold for and below its own cost basis. The bears called the sale the first crack, a forced liquidation, the start of the death spiral. The answer was a buy 48 times the size of the sale that scared them. This is the machine we described: a state-contingent allocator. Above its funding line, it turns market access into Bitcoin. The sale was the exception. The buy is the rule. It also closed the question the sale opened. The cash reserve behind the preferred dividends had thinned to $900 million, about six months of cover. He rebuilt it to $1 billion in the same week. But watch how, because that is the real story. He funded none of it with coins. He funded it with $181 million of freshly issued stock, then spent it on Bitcoin and the reserve. The coins were never the funding source. The equity is. That is the flywheel working exactly as built, and the cost of it surfacing at the same time. Every turn now runs on issuing shares, and the premium that once made each share buy more Bitcoin than it diluted has compressed hard. He bought low. He sold his own stock low to do it. So the question quietly turns. It was never whether Saylor sells his Bitcoin. He just proved again that he buys far more than he sells. It is what each turn of the engine now costs in dilution, and how long the market keeps paying a premium worth that cost. He bought the dip. The dip was partly his own making. And he paid for it in equity, not coins.

Shanaka Anslem Perera ⚡

142,444 views • 1 month ago

🚨Holy shit... This guy turned $100 into $207K on Polymarket No leverage. No signals. No charts. Just a bot running the same calculation hundreds of times per hour. Everyone thinks he's trading Bitcoin. He's not. He's not predicting price direction. He's finding where the market is wrong about its own probabilities and taking the other side. To copytrade this guy - Here's the gap he exploits: Polymarket prices 5-minute BTC Up at 46%. Real probability based on volatility and momentum: 55%. That's 9 cents mispriced on a binary outcome. Bot sees it. Bot buys it. Market resolves in 5 minutes. Edge locked. Then it does it again. And again. Hundreds of times a week. The math isn't complicated. Small edge × high frequency = the account you're looking at. Look at the pattern in the trades: 5-minute markets only Consistent sizing every entry Dozens of executions per day Win rate that doesn't drift That's not gambling. That's a probability engine running on a market built for humans to trade manually. $100 became $207,176 because the bot doesn't sleep doesn't hesitate doesn't second-guess.
0:17

🚨Holy shit... This guy turned $100 into $207K on Polymarket No leverage. No signals. No charts. Just a bot running the same calculation hundreds of times per hour. Everyone thinks he's trading Bitcoin. He's not. He's not predicting price direction. He's finding where the market is wrong about its own probabilities and taking the other side. To copytrade this guy - Here's the gap he exploits: Polymarket prices 5-minute BTC Up at 46%. Real probability based on volatility and momentum: 55%. That's 9 cents mispriced on a binary outcome. Bot sees it. Bot buys it. Market resolves in 5 minutes. Edge locked. Then it does it again. And again. Hundreds of times a week. The math isn't complicated. Small edge × high frequency = the account you're looking at. Look at the pattern in the trades: 5-minute markets only Consistent sizing every entry Dozens of executions per day Win rate that doesn't drift That's not gambling. That's a probability engine running on a market built for humans to trade manually. $100 became $207,176 because the bot doesn't sleep doesn't hesitate doesn't second-guess.

Shelpid.WI3M

20,853 views • 4 months ago

🚨 He simply typed to Claude: "Build me a bot that prints money on Bitcoin every 5 minutes". This guy pulled $16,000+ in pure profit in a couple of hours just by using claude code. If you thought making money in crypto was hard, look at this screenshot. Meet the anon going by 0x5fCe. He joined polymarket literally days ago and his stats are absolutely mind blowing: > Predictions: 27 > Biggest Win: $8,727 > All Time Profit: $16,073 But the craziest part is HOW he’s trading. Look at the bottom of the screenshot. He’s betting on: "Bitcoin Up or Down in the next 5 minutes." A human physically cannot analyze order books and charts with that kind of speed and phenomenal accuracy. How did he do it? I dug a little deeper, and this is pure alpha 🧠 This guy isn't some genius Wall Street quant. He simply took the new Claude Code, fed it the Polymarket API documentation, and asked it to write a high frequency trading bot to analyze BTC micro impulses. It took exactly one evening to build the bot. He ran the script, went to sleep, and woke up to a bot that literally printed him a car. Almost 9 grand in profit in just 5 minutes. This isn't trading; it's a legal money printer. He locked in his profits and is likely tweaking his Claude prompts right now to deploy the bot with bigger volume. As soon as numbers pop up there, a new bloodbath will start. If you want to watch AI extract money from the market live, or just try to copytrade his bets, you need to monitor this wallet 24/7.
0:14

🚨 He simply typed to Claude: "Build me a bot that prints money on Bitcoin every 5 minutes". This guy pulled $16,000+ in pure profit in a couple of hours just by using claude code. If you thought making money in crypto was hard, look at this screenshot. Meet the anon going by 0x5fCe. He joined polymarket literally days ago and his stats are absolutely mind blowing: > Predictions: 27 > Biggest Win: $8,727 > All Time Profit: $16,073 But the craziest part is HOW he’s trading. Look at the bottom of the screenshot. He’s betting on: "Bitcoin Up or Down in the next 5 minutes." A human physically cannot analyze order books and charts with that kind of speed and phenomenal accuracy. How did he do it? I dug a little deeper, and this is pure alpha 🧠 This guy isn't some genius Wall Street quant. He simply took the new Claude Code, fed it the Polymarket API documentation, and asked it to write a high frequency trading bot to analyze BTC micro impulses. It took exactly one evening to build the bot. He ran the script, went to sleep, and woke up to a bot that literally printed him a car. Almost 9 grand in profit in just 5 minutes. This isn't trading; it's a legal money printer. He locked in his profits and is likely tweaking his Claude prompts right now to deploy the bot with bigger volume. As soon as numbers pop up there, a new bloodbath will start. If you want to watch AI extract money from the market live, or just try to copytrade his bets, you need to monitor this wallet 24/7.

shmidt

150,117 views • 4 months ago

🚨 SOMETHING EXTREMELY BAD WILL HAPPEN IN 24 HOURS!! The U.S. is preparing for a potential NEW MILITARY OPERATION against Iran. This is not just a rumor. Trump is expected to host a meeting on Tuesday. Another wave of escalation is unfolding, and here are the key facts as of today: Peace negotiations have almost reached a dead end. Trump just directly stated that Iran faces a very bad time if the agreement is not signed within the next few days. Tehran, in response, announced that it plans to introduce a “tariff mechanism”. For passage through the Strait of Hormuz. Which they effectively control. The world is experiencing the most severe energy crisis because of the blockade of the Strait of Hormuz. Here's what's happening and how it would affect markets: WTI crude oil has already moved close to $100 per barrel and could fly even higher at market open. Tomorrow at market open we are facing INSANE VOLATILITY. The fear index VIX is rising. The main fire will be in the oil market. If Trump throws more fuel into the fire on social media overnight. Or a new exchange of strikes begins in the strait, oil prices will explode upward. Analysts expect a spike to $140-160 per barrel. JUST IMAGINE. 160 PER BARREL. Accordingly, oil and gas sector stocks will rise, while airlines and retail will dump. The crypto market, because of 24/7 trading, always takes the first hit. $BTC has already broken below the psychological level and is trading under $80,000. If overnight there are headlines about renewed strikes: A MASSIVE CASCADE of liquidations will begin: Crypto is currently overloaded with leveraged longs. Panic selling will trigger a wave of forced closures (margin calls). Traders will begin urgently rotating into stablecoins. During moments of extreme geopolitical noise, market makers simply pull their orders from the books. Price can collapse 5-10% within minutes purely on panic until it finds real buying volume. Analysts are directly saying: The true bottom will be where abnormal volume appears during panic selling (retail capitulation). A new escalation and oil above $100 is a direct hit to the Fed’s pocket. Rising fuel prices accelerate inflation, which means investors are fully pricing in. That the Fed will not cut interest rates and may even raise them. All these factors are putting us on the edge of THE BIGGEST CRASH OF THE LAST YEARS This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON as I will share my strategy soon. Many will regret not following me earlier...
0:15

🚨 SOMETHING EXTREMELY BAD WILL HAPPEN IN 24 HOURS!! The U.S. is preparing for a potential NEW MILITARY OPERATION against Iran. This is not just a rumor. Trump is expected to host a meeting on Tuesday. Another wave of escalation is unfolding, and here are the key facts as of today: Peace negotiations have almost reached a dead end. Trump just directly stated that Iran faces a very bad time if the agreement is not signed within the next few days. Tehran, in response, announced that it plans to introduce a “tariff mechanism”. For passage through the Strait of Hormuz. Which they effectively control. The world is experiencing the most severe energy crisis because of the blockade of the Strait of Hormuz. Here's what's happening and how it would affect markets: WTI crude oil has already moved close to $100 per barrel and could fly even higher at market open. Tomorrow at market open we are facing INSANE VOLATILITY. The fear index VIX is rising. The main fire will be in the oil market. If Trump throws more fuel into the fire on social media overnight. Or a new exchange of strikes begins in the strait, oil prices will explode upward. Analysts expect a spike to $140-160 per barrel. JUST IMAGINE. 160 PER BARREL. Accordingly, oil and gas sector stocks will rise, while airlines and retail will dump. The crypto market, because of 24/7 trading, always takes the first hit. $BTC has already broken below the psychological level and is trading under $80,000. If overnight there are headlines about renewed strikes: A MASSIVE CASCADE of liquidations will begin: Crypto is currently overloaded with leveraged longs. Panic selling will trigger a wave of forced closures (margin calls). Traders will begin urgently rotating into stablecoins. During moments of extreme geopolitical noise, market makers simply pull their orders from the books. Price can collapse 5-10% within minutes purely on panic until it finds real buying volume. Analysts are directly saying: The true bottom will be where abnormal volume appears during panic selling (retail capitulation). A new escalation and oil above $100 is a direct hit to the Fed’s pocket. Rising fuel prices accelerate inflation, which means investors are fully pricing in. That the Fed will not cut interest rates and may even raise them. All these factors are putting us on the edge of THE BIGGEST CRASH OF THE LAST YEARS This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON as I will share my strategy soon. Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

225,299 views • 2 months ago

The biggest Bitcoin miners on earth are quietly walking away from mining Bitcoin, and the reason is not the one everyone keeps repeating. They are not fleeing a dead business. They lost an auction for their own power, and the winner was artificial intelligence. Start with the brutal arithmetic. It now costs the average public miner around $80,000 in cash to produce a single Bitcoin, and for stretches of this year $BTC traded below that. The most efficient operators on the cheapest power still clear a margin, but an estimated 15 to 20 percent of the global fleet is mining at a loss right now, burning more in power than the coins are worth the second they are minted. Three straight downward difficulty adjustments earlier this year, the first such streak since 2022, were the footprint of machines going dark. That looks like a simple story of a broken business until you see the number that explains the exodus. The same megawatt of power that earns a Bitcoin miner roughly $1 million a year earns between $10 and $20 million a year hosting AI compute. Ten to twenty times more, for the identical electricity, substation, and cooling. What made industrial miners valuable was never the mining. It was the power contracts, the land, the grid interconnects. AI walked in and bid an order of magnitude higher for exactly those assets. Mining did not fail. It got outbid for its own infrastructure. When Core Scientific runs its BTC segment at a negative margin while its AI colocation business prints money, the decision writes itself. CoinShares estimates listed miners could pull up to 70 percent of their revenue from AI by year end, up from about 30 percent. The power is being repriced to its highest use, and Bitcoin lost the bidding. If the giants leave, what happens to the network they secured? The doom posts assume it weakens. It does not, because Bitcoin has a self-healing reflex written into its core. When miners switch off, blocks slow, and within two weeks difficulty automatically drops, which makes mining cheaper and more profitable for everyone still running. The security does not vanish, it relocates, and you can already see where. State-backed pools are appearing, with one Gulf operator reportedly standing up a national pool near 3 percent of global hashrate, alongside private fleets and the handful of public miners like Marathon still choosing to buy Bitcoin rather than lease their power away. The network even hit an all-time high above one zettahash this year as the pivot accelerated. It does not need any particular miner. It needs someone, somewhere, for whom the math still works, and cheap stranded power has no shortage of those. But there is a deeper timer here, and the AI pivot just exposed it. Today miners earn almost everything from the block subsidy and almost nothing from fees, often under one percent of revenue on a quiet day. That subsidy halves again in 2028, and every four years after, marching toward zero. For Bitcoin to pay for its own security forever, fees eventually have to replace it. The open question is whether they can, and the evidence cuts both ways. On busy days, during token launches and inscription waves, fees have already spiked past 15 percent of revenue, and in 2024 some blocks earned more in fees than the entire subsidy. The capacity is there in bursts. Whether bursts become a baseline is the single most important unanswered question in Bitcoin. The AI exodus did not create that question. It pulled the cover off it years early, and showed how fast capital abandons hashing the moment something pays more. So the honest read is not that AI kills Bitcoin mining. It is stranger than that. AI is the first bidder rich enough to reveal what Bitcoin's security was always quietly worth, and what it will cost to keep once the free coins stop coming. The miners are not abandoning a sinking ship. They are selling the deck to a higher bidder while the same clock everyone forgot about keeps ticking underneath.
0:10

The biggest Bitcoin miners on earth are quietly walking away from mining Bitcoin, and the reason is not the one everyone keeps repeating. They are not fleeing a dead business. They lost an auction for their own power, and the winner was artificial intelligence. Start with the brutal arithmetic. It now costs the average public miner around $80,000 in cash to produce a single Bitcoin, and for stretches of this year $BTC traded below that. The most efficient operators on the cheapest power still clear a margin, but an estimated 15 to 20 percent of the global fleet is mining at a loss right now, burning more in power than the coins are worth the second they are minted. Three straight downward difficulty adjustments earlier this year, the first such streak since 2022, were the footprint of machines going dark. That looks like a simple story of a broken business until you see the number that explains the exodus. The same megawatt of power that earns a Bitcoin miner roughly $1 million a year earns between $10 and $20 million a year hosting AI compute. Ten to twenty times more, for the identical electricity, substation, and cooling. What made industrial miners valuable was never the mining. It was the power contracts, the land, the grid interconnects. AI walked in and bid an order of magnitude higher for exactly those assets. Mining did not fail. It got outbid for its own infrastructure. When Core Scientific runs its BTC segment at a negative margin while its AI colocation business prints money, the decision writes itself. CoinShares estimates listed miners could pull up to 70 percent of their revenue from AI by year end, up from about 30 percent. The power is being repriced to its highest use, and Bitcoin lost the bidding. If the giants leave, what happens to the network they secured? The doom posts assume it weakens. It does not, because Bitcoin has a self-healing reflex written into its core. When miners switch off, blocks slow, and within two weeks difficulty automatically drops, which makes mining cheaper and more profitable for everyone still running. The security does not vanish, it relocates, and you can already see where. State-backed pools are appearing, with one Gulf operator reportedly standing up a national pool near 3 percent of global hashrate, alongside private fleets and the handful of public miners like Marathon still choosing to buy Bitcoin rather than lease their power away. The network even hit an all-time high above one zettahash this year as the pivot accelerated. It does not need any particular miner. It needs someone, somewhere, for whom the math still works, and cheap stranded power has no shortage of those. But there is a deeper timer here, and the AI pivot just exposed it. Today miners earn almost everything from the block subsidy and almost nothing from fees, often under one percent of revenue on a quiet day. That subsidy halves again in 2028, and every four years after, marching toward zero. For Bitcoin to pay for its own security forever, fees eventually have to replace it. The open question is whether they can, and the evidence cuts both ways. On busy days, during token launches and inscription waves, fees have already spiked past 15 percent of revenue, and in 2024 some blocks earned more in fees than the entire subsidy. The capacity is there in bursts. Whether bursts become a baseline is the single most important unanswered question in Bitcoin. The AI exodus did not create that question. It pulled the cover off it years early, and showed how fast capital abandons hashing the moment something pays more. So the honest read is not that AI kills Bitcoin mining. It is stranger than that. AI is the first bidder rich enough to reveal what Bitcoin's security was always quietly worth, and what it will cost to keep once the free coins stop coming. The miners are not abandoning a sinking ship. They are selling the deck to a higher bidder while the same clock everyone forgot about keeps ticking underneath.

Shanaka Anslem Perera ⚡

90,651 views • 1 month ago

XRP HAS HAD A MASSIVE 2026 SO FAR ripple:native has emerged as one of the most institutionally-adopted digital assets of 2026, with five spot ETFs trading in the US and cumulative inflows topping $1.50 billion by early March. The funds locked over 769 million XRP tokens across combined custody arrangements and recorded zero net outflow days in their first month. JPMorgan has forecast first-year inflows of $4 to $8.4 billion. Goldman Sachs disclosed a $153.8 million spot XRP ETF position in its Q4 2025 13F filing, making it the single largest known institutional holder. The allocation is distributed across Bitwise, Franklin Templeton's XRPZ, Grayscale's GXRP, and 21Shares' TOXR, accounting for roughly 73% of the top 30 institutional holdings combined. Ripple itself entered 2026 at a $50 billion private valuation, placing it among the ten most valuable private companies globally and the only blockchain-focused firm in that group. The company has logged over $95 billion in cumulative transaction volume and holds more than 75 regulatory licenses worldwide. November's $500 million strategic funding round drew Citadel Securities, Fortress, Pantera, Galaxy Digital, Brevan Howard, and Marshall Wace, and Ripple announced a Mastercard and Gemini partnership for stablecoin-powered credit card payments the same day. XRPL adoption metrics have moved sharply alongside the institutional flows. Daily transactions hit 3 million on March 15, a threefold jump from mid-2025 averages, driven by AMM pool activity, tokenized assets, and ethereum:0x8292bb45bf1ee4d140127049757c2e0ff06317ed denominated settlement flows. Real-world asset tokenization on the ledger has grown to over $474 million with represented value approaching $1.5 billion. The ledger has now processed more than 4 billion transactions since its inception. Technical milestones have been steady through Q1. RippleX shipped a critical node stability patch (rippled 3.1.2) on March 13, an AI-driven security overhaul on March 26, and a four-phase quantum-resistance roadmap targeting 2028 with Phase 2 underway. Lending Protocol and Single Asset Vaults are under amendment voting. XRP Community Day was held February 11-12 and the 2026 RippleX roadmap is shifting toward distributed funding and governance models. Price has not kept pace with the institutional flows. XRP trades around $1.36 today, off a $3.65 high in July 2025 and well below the Trump-election-driven rally that pushed it 400% above pre-election levels. Standard Chartered's Geoffrey Kendrick has forecast $8 in 2026, citing ETF flows and CLARITY Act regulatory clarity. Ripple CEO Brad Garlinghouse (Brad Garlinghouse) has predicted XRP capturing 14% of SWIFT volume within five years.
0:14

XRP HAS HAD A MASSIVE 2026 SO FAR ripple:native has emerged as one of the most institutionally-adopted digital assets of 2026, with five spot ETFs trading in the US and cumulative inflows topping $1.50 billion by early March. The funds locked over 769 million XRP tokens across combined custody arrangements and recorded zero net outflow days in their first month. JPMorgan has forecast first-year inflows of $4 to $8.4 billion. Goldman Sachs disclosed a $153.8 million spot XRP ETF position in its Q4 2025 13F filing, making it the single largest known institutional holder. The allocation is distributed across Bitwise, Franklin Templeton's XRPZ, Grayscale's GXRP, and 21Shares' TOXR, accounting for roughly 73% of the top 30 institutional holdings combined. Ripple itself entered 2026 at a $50 billion private valuation, placing it among the ten most valuable private companies globally and the only blockchain-focused firm in that group. The company has logged over $95 billion in cumulative transaction volume and holds more than 75 regulatory licenses worldwide. November's $500 million strategic funding round drew Citadel Securities, Fortress, Pantera, Galaxy Digital, Brevan Howard, and Marshall Wace, and Ripple announced a Mastercard and Gemini partnership for stablecoin-powered credit card payments the same day. XRPL adoption metrics have moved sharply alongside the institutional flows. Daily transactions hit 3 million on March 15, a threefold jump from mid-2025 averages, driven by AMM pool activity, tokenized assets, and ethereum:0x8292bb45bf1ee4d140127049757c2e0ff06317ed denominated settlement flows. Real-world asset tokenization on the ledger has grown to over $474 million with represented value approaching $1.5 billion. The ledger has now processed more than 4 billion transactions since its inception. Technical milestones have been steady through Q1. RippleX shipped a critical node stability patch (rippled 3.1.2) on March 13, an AI-driven security overhaul on March 26, and a four-phase quantum-resistance roadmap targeting 2028 with Phase 2 underway. Lending Protocol and Single Asset Vaults are under amendment voting. XRP Community Day was held February 11-12 and the 2026 RippleX roadmap is shifting toward distributed funding and governance models. Price has not kept pace with the institutional flows. XRP trades around $1.36 today, off a $3.65 high in July 2025 and well below the Trump-election-driven rally that pushed it 400% above pre-election levels. Standard Chartered's Geoffrey Kendrick has forecast $8 in 2026, citing ETF flows and CLARITY Act regulatory clarity. Ripple CEO Brad Garlinghouse (Brad Garlinghouse) has predicted XRP capturing 14% of SWIFT volume within five years.

BSCN

13,418 views • 3 months ago

🚨 They’re Lying To You About Oil. People don’t grasp the oil market’s sleight of hand. Prices spiked above $110 amid Middle East tensions, then “dropped” to $84 after Trump’s assurance of a swift resolution. Yet this is illusory, a paper mirage. Actual transaction prices remain elevated, with spot deals exceeding $100 due to surreal demand and disrupted Gulf supplies. The Strait of Hormuz blockade has strangled ~25% of global oil flows and LNG, forcing buyers into premiums for alternative routes. Refineries and importers are quietly paying 20-30% over benchmarks to secure cargoes from Russia, the US, or West Africa, bypassing chokepoints. Nations are reeling, implementing draconian measures to conserve: - India: Enforced cuts to oil and cooking gas supplies, slashing industrial natural gas by 10-30%. This has triggered mass restaurant closures, where LPG shortages hobble operations. Fertilizer plants idle, threatening food security. - Pakistan & Bangladesh: Nationwide school shutdowns extended, shifting to online classes to slash transport fuel use. Government offices adopt four-day weeks; fuel allowances halved for officials. Panic buying led to 20% pump price hikes, with rationing imminent. - South Korea: First fuel price caps in 30 years, alongside a $67B market stabilization fund. Seeking non-Hormuz sources to avert shortages. - Europe: Scrambling for Oil and LNG as Middle East supply almost completely shut. Japan faces a uniquely catastrophic bind. With 200 days of oil reserves offering short-term resilience, its Achilles’ heel is LNG, merely 3 weeks’ worth. As the world’s top importer, Japan’s 80% energy import dependency amplifies vulnerability. The yen’s weakness (post-bond market turmoil) exacerbates imported inflation: a 25% currency drop could double energy costs, fueling 15-20% spikes in food and utilities. Industries clamor for strategic reserve releases, but prolonged disruption risks cascading blackouts and factory halts. Coupled with Japan’s 237% debt-to-GDP ratio, this could ignite a fiscal inferno, unwinding trillions in global carry trades. Here’s the grand design unfolding: Engineered oil spikes (via geopolitical chess) stoke hyperinflation, eroding fiat currencies. This catalyzes a reverse carry trade, trillions fleeing yen-denominated assets, cratering bonds and equities worldwide. Enter the pivot: Digital assets like XRP, optimized for cross-border settlements, rise as the bridge in a fractured system. Ripple’s tech, already piloted by central banks, positions XRP as the neutral arbiter in a multipolar reset, bypassing SWIFT’s vulnerabilities, slashing costs amid chaos. This isn’t coincidence; it’s the blueprint for monetary evolution, where scarcity begets innovation.
0:10

🚨 They’re Lying To You About Oil. People don’t grasp the oil market’s sleight of hand. Prices spiked above $110 amid Middle East tensions, then “dropped” to $84 after Trump’s assurance of a swift resolution. Yet this is illusory, a paper mirage. Actual transaction prices remain elevated, with spot deals exceeding $100 due to surreal demand and disrupted Gulf supplies. The Strait of Hormuz blockade has strangled ~25% of global oil flows and LNG, forcing buyers into premiums for alternative routes. Refineries and importers are quietly paying 20-30% over benchmarks to secure cargoes from Russia, the US, or West Africa, bypassing chokepoints. Nations are reeling, implementing draconian measures to conserve: - India: Enforced cuts to oil and cooking gas supplies, slashing industrial natural gas by 10-30%. This has triggered mass restaurant closures, where LPG shortages hobble operations. Fertilizer plants idle, threatening food security. - Pakistan & Bangladesh: Nationwide school shutdowns extended, shifting to online classes to slash transport fuel use. Government offices adopt four-day weeks; fuel allowances halved for officials. Panic buying led to 20% pump price hikes, with rationing imminent. - South Korea: First fuel price caps in 30 years, alongside a $67B market stabilization fund. Seeking non-Hormuz sources to avert shortages. - Europe: Scrambling for Oil and LNG as Middle East supply almost completely shut. Japan faces a uniquely catastrophic bind. With 200 days of oil reserves offering short-term resilience, its Achilles’ heel is LNG, merely 3 weeks’ worth. As the world’s top importer, Japan’s 80% energy import dependency amplifies vulnerability. The yen’s weakness (post-bond market turmoil) exacerbates imported inflation: a 25% currency drop could double energy costs, fueling 15-20% spikes in food and utilities. Industries clamor for strategic reserve releases, but prolonged disruption risks cascading blackouts and factory halts. Coupled with Japan’s 237% debt-to-GDP ratio, this could ignite a fiscal inferno, unwinding trillions in global carry trades. Here’s the grand design unfolding: Engineered oil spikes (via geopolitical chess) stoke hyperinflation, eroding fiat currencies. This catalyzes a reverse carry trade, trillions fleeing yen-denominated assets, cratering bonds and equities worldwide. Enter the pivot: Digital assets like XRP, optimized for cross-border settlements, rise as the bridge in a fractured system. Ripple’s tech, already piloted by central banks, positions XRP as the neutral arbiter in a multipolar reset, bypassing SWIFT’s vulnerabilities, slashing costs amid chaos. This isn’t coincidence; it’s the blueprint for monetary evolution, where scarcity begets innovation.

Stellar Rippler🚀

23,488 views • 4 months ago

How to make money on the weather using Polymarket I've been noticing more and more traders quietly printing on Polymarket's weather markets lately - and the category is exploding for a reason. Weather has always been super predictable for meteorologists (and us normals) right up to the day of. The whole point? You can earn easy, near-certain yield just knowing it'll rain in London tomorrow. I'm sharing a finished tutorial with you. Here is a small list of traders 1. gopfan2 ( - The absolute leader in weather. Earned over $2M in net profit by focusing on temperature and precipitation. Strategy - buy Yes below 15 cents, No above 45 cents, with risks of less than $1 per position. It dominates the NYC and London markets where the weather is predictable 2. enzocostapt81 ( is a weather-exclusive trader whose profile shows a complete wipeout in resolved positions-no active/open trades, current positions value $0.00, and all listed markets (resolved) at -100% P/L. The trader focused solely on daily/precise temperature predictions in major cities like New York City and London. 3. 0x594edb9112f526fa6a80b8f858a6379c8a2c1c11 ( 100% of active positions are weather/temperature markets across cities like Dallas, London, Seattle, Atlanta, NYC, and Toronto—focused on precise daily highs/thresholds/ranges. 4. meropi ( - Earned ~$30k on micro bets ($1-3) with multipliers up to 500x. Automated bets on temperature rise for 0.01 cents. Focus on speed to capture momentum in daily markets. One of the most stable in weather 5. 1pixel ( – $18.5k profit from $2.3k deposit, weather only (NYC and London) 6. erb80 ( Dominant focus-two massive Atlanta temperature range bets for Dec 17, with enormous share volume at ultra-low entries (0.1¢) turning into huge unrealized gains (+49,550% on the main one) 7. Hans323 ( - Earned $1.1M on one temperature trade in London. Started with $741 in January 2025 and increased to $87k net profit for the year 8. securebet ( - Turned $7 into $640 (+9244%) on a series of temperature bets in NYC and Seattle. 3077 predictions, top 0.04% by metrics. Focus on small bets ($3-20) with high growth on low quotes. High win rate thanks to NOAA data 9. automatedAItradingbot ( Micro/low-cost bets (0.4¢–15¢) on specific outcomes, especially weather thresholds in Seoul/London and fighter matchups.Explosive wins (300%+ on select weather 1,000–5,000% average ROI across successful weather specialists based on this traders Tools and Automation > ( - Built specifically for Polymarket weather traders. Offers real-time multi-model forecasts (GFS, ECMWF, etc.), temperature range dashboards, climate pattern guides per city/station, and settlement station details. Includes educational guides on seasonal biases and forecasting challenges—highly recommended for NYC/London/Atlanta markets. > ( — Free guide/resource hub for weather betting on Polymarket. Covers market overviews, settlement rules >Tropical Tidbits ( - US GFS and ECMWF Europe models for temperature, precipitation, hurricane forecasts. Updates every 6 hours. Ideal for comparing models if 3+ agree, the probability is high >Climate Reanalyzer ( - real-time maps of air/ocean temperature, precipitation anomalies. With historical context for calculating probabilities >Windy ( - interactive maps of wind, temperature, rain, snow. 10+ models, for local events NOAA Climate Data Online ( - 100+ years of historical location data NOAA Weather Prediction ? >Center ( - short forecasts for precipitation, anomalies. Climate Prediction Center ( - long-term ENSO, droughts >Open-Meteo ( - Completely free open-source weather API with no key required. Provides GFS, ECMWF-derived, and ensemble forecasts for temperature, precipitation, and more at hourly/sub-hourly resolution globally. Excellent for scripting quick checks on NYC/London highs or comparing multiple models. Direct API calls make it ideal for automation or batch probability calculations. >OpenWeatherMap ( = Free tier gives current conditions, 5-day/3-hour forecasts, and 16-day daily forecasts. Good for real-time verification and basic historical pulls (limited free). Use for cross-checking Polymarket ranges before resolution. >Visual Crossing Weather ( - Free tier includes historical data (50+ years), current conditions, hourly/sub-hourly forecasts, and alerts. Strong for querying specific cities >WeatherAPI. com ( - Free plan covers real-time, hourly, daily forecasts (up to 14 days), historical data (from 2010), and bulk requests. Reliable for urban stations and includes marine/pollen extras if needed. Quick Tips for Using These in Trading >>>Cross-verify 3+ models (e.g., GFS + ECMWF via Open-Meteo + Windy) → if 80%+ agree on a range/threshold, probability is often very high for "Yes" bets under 10-15¢. >>>Focus on major stations (e.g., Central Park for NYC, Heathrow for London) - check settlement rules on Polymarket pages. >>>ADD TO BOOKMARKS so you don't lose alpha information
0:14

How to make money on the weather using Polymarket I've been noticing more and more traders quietly printing on Polymarket's weather markets lately - and the category is exploding for a reason. Weather has always been super predictable for meteorologists (and us normals) right up to the day of. The whole point? You can earn easy, near-certain yield just knowing it'll rain in London tomorrow. I'm sharing a finished tutorial with you. Here is a small list of traders 1. gopfan2 ( - The absolute leader in weather. Earned over $2M in net profit by focusing on temperature and precipitation. Strategy - buy Yes below 15 cents, No above 45 cents, with risks of less than $1 per position. It dominates the NYC and London markets where the weather is predictable 2. enzocostapt81 ( is a weather-exclusive trader whose profile shows a complete wipeout in resolved positions-no active/open trades, current positions value $0.00, and all listed markets (resolved) at -100% P/L. The trader focused solely on daily/precise temperature predictions in major cities like New York City and London. 3. 0x594edb9112f526fa6a80b8f858a6379c8a2c1c11 ( 100% of active positions are weather/temperature markets across cities like Dallas, London, Seattle, Atlanta, NYC, and Toronto—focused on precise daily highs/thresholds/ranges. 4. meropi ( - Earned ~$30k on micro bets ($1-3) with multipliers up to 500x. Automated bets on temperature rise for 0.01 cents. Focus on speed to capture momentum in daily markets. One of the most stable in weather 5. 1pixel ( – $18.5k profit from $2.3k deposit, weather only (NYC and London) 6. erb80 ( Dominant focus-two massive Atlanta temperature range bets for Dec 17, with enormous share volume at ultra-low entries (0.1¢) turning into huge unrealized gains (+49,550% on the main one) 7. Hans323 ( - Earned $1.1M on one temperature trade in London. Started with $741 in January 2025 and increased to $87k net profit for the year 8. securebet ( - Turned $7 into $640 (+9244%) on a series of temperature bets in NYC and Seattle. 3077 predictions, top 0.04% by metrics. Focus on small bets ($3-20) with high growth on low quotes. High win rate thanks to NOAA data 9. automatedAItradingbot ( Micro/low-cost bets (0.4¢–15¢) on specific outcomes, especially weather thresholds in Seoul/London and fighter matchups.Explosive wins (300%+ on select weather 1,000–5,000% average ROI across successful weather specialists based on this traders Tools and Automation > ( - Built specifically for Polymarket weather traders. Offers real-time multi-model forecasts (GFS, ECMWF, etc.), temperature range dashboards, climate pattern guides per city/station, and settlement station details. Includes educational guides on seasonal biases and forecasting challenges—highly recommended for NYC/London/Atlanta markets. > ( — Free guide/resource hub for weather betting on Polymarket. Covers market overviews, settlement rules >Tropical Tidbits ( - US GFS and ECMWF Europe models for temperature, precipitation, hurricane forecasts. Updates every 6 hours. Ideal for comparing models if 3+ agree, the probability is high >Climate Reanalyzer ( - real-time maps of air/ocean temperature, precipitation anomalies. With historical context for calculating probabilities >Windy ( - interactive maps of wind, temperature, rain, snow. 10+ models, for local events NOAA Climate Data Online ( - 100+ years of historical location data NOAA Weather Prediction ? >Center ( - short forecasts for precipitation, anomalies. Climate Prediction Center ( - long-term ENSO, droughts >Open-Meteo ( - Completely free open-source weather API with no key required. Provides GFS, ECMWF-derived, and ensemble forecasts for temperature, precipitation, and more at hourly/sub-hourly resolution globally. Excellent for scripting quick checks on NYC/London highs or comparing multiple models. Direct API calls make it ideal for automation or batch probability calculations. >OpenWeatherMap ( = Free tier gives current conditions, 5-day/3-hour forecasts, and 16-day daily forecasts. Good for real-time verification and basic historical pulls (limited free). Use for cross-checking Polymarket ranges before resolution. >Visual Crossing Weather ( - Free tier includes historical data (50+ years), current conditions, hourly/sub-hourly forecasts, and alerts. Strong for querying specific cities >WeatherAPI. com ( - Free plan covers real-time, hourly, daily forecasts (up to 14 days), historical data (from 2010), and bulk requests. Reliable for urban stations and includes marine/pollen extras if needed. Quick Tips for Using These in Trading >>>Cross-verify 3+ models (e.g., GFS + ECMWF via Open-Meteo + Windy) → if 80%+ agree on a range/threshold, probability is often very high for "Yes" bets under 10-15¢. >>>Focus on major stations (e.g., Central Park for NYC, Heathrow for London) - check settlement rules on Polymarket pages. >>>ADD TO BOOKMARKS so you don't lose alpha information

Aleiah

77,298 views • 6 months ago

How to make money on the weather using Polymarket I've been noticing more and more traders quietly printing on Polymarket's weather markets lately - and the category is exploding for a reason. Weather has always been super predictable for meteorologists (and us normals) right up to the day of. The whole point? You can earn easy, near-certain yield just knowing it'll rain in London tomorrow. I'm sharing a finished tutorial with you. Here is a small list of traders 1. gopfan2 ( - The absolute leader in weather. Earned over $2M in net profit by focusing on temperature and precipitation. Strategy - buy Yes below 15 cents, No above 45 cents, with risks of less than $1 per position. It dominates the NYC and London markets where the weather is predictable 2. enzocostapt81 ( is a weather-exclusive trader whose profile shows a complete wipeout in resolved positions-no active/open trades, current positions value $0.00, and all listed markets (resolved) at -100% P/L. The trader focused solely on daily/precise temperature predictions in major cities like New York City and London. 3. 0x594edb9112f526fa6a80b8f858a6379c8a2c1c11 ( 100% of active positions are weather/temperature markets across cities like Dallas, London, Seattle, Atlanta, NYC, and Toronto-focused on precise daily highs/thresholds/ranges. 4. meropi ( - Earned ~$30k on micro bets ($1-3) with multipliers up to 500x. Automated bets on temperature rise for 0.01 cents. Focus on speed to capture momentum in daily markets. One of the most stable in weather 5. 1pixel ( - $18.5k profit from $2.3k deposit, weather only (NYC and London) 6. erb80 ( Dominant focus-two massive Atlanta temperature range bets for Dec 17, with enormous share volume at ultra-low entries (0.1¢) turning into huge unrealized gains (+49,550% on the main one) 7. Hans323 ( - Earned $1.1M on one temperature trade in London. Started with $741 in January 2025 and increased to $87k net profit for the year 8. securebet ( - Turned $7 into $640 (+9244%) on a series of temperature bets in NYC and Seattle. 3077 predictions, top 0.04% by metrics. Focus on small bets ($3-20) with high growth on low quotes. High win rate thanks to NOAA data 9. automatedAItradingbot ( Micro/low-cost bets (0.4¢–15¢) on specific outcomes, especially weather thresholds in Seoul/London and fighter matchups.Explosive wins (300%+ on select weather 1,000–5,000% average ROI across successful weather specialists based on this traders Tools and Automation > - Built specifically for Polymarket weather traders. Offers real-time multi-model forecasts (GFS, ECMWF, etc.), temperature range dashboards, climate pattern guides per city/station, and settlement station details. Includes educational guides on seasonal biases and forecasting challenges—highly recommended for NYC/London/Atlanta markets. > - Free guide/resource hub for weather betting on Polymarket. Covers market overviews, settlement rules > - US GFS and ECMWF Europe models for temperature, precipitation, hurricane forecasts. Updates every 6 hours. Ideal for comparing models if 3+ agree, the probability is high > - real-time maps of air/ocean temperature, precipitation anomalies. With historical context for calculating probabilities > - interactive maps of wind, temperature, rain, snow. 10+ models, for local events NOAA Climate Data Online - 100+ years of historical location data NOAA Weather Prediction > - short forecasts for precipitation, anomalies. Climate Prediction Center - long-term ENSO, droughts > - Completely free open-source weather API with no key required. Provides GFS, ECMWF-derived, and ensemble forecasts for temperature, precipitation, and more at hourly/sub-hourly resolution globally. Excellent for scripting quick checks on NYC/London highs or comparing multiple models. Direct API calls make it ideal for automation or batch probability calculations. > - Free tier gives current conditions, 5-day/3-hour forecasts, and 16-day daily forecasts. Good for real-time verification and basic historical pulls (limited free). Use for cross-checking Polymarket ranges before resolution. > - Free tier includes historical data (50+ years), current conditions, hourly/sub-hourly forecasts, and alerts. Strong for querying specific cities > - Free plan covers real-time, hourly, daily forecasts (up to 14 days), historical data (from 2010), and bulk requests. Reliable for urban stations and includes marine/pollen extras if needed. Quick Tips for Using These in Trading >>>Cross-verify 3+ models (e.g., GFS + ECMWF via Open-Meteo + Windy) → if 80%+ agree on a range/threshold, probability is often very high for "Yes" bets under 10-15¢. >>>Focus on major stations (e.g., Central Park for NYC, Heathrow for London) - check settlement rules on Polymarket pages. >>>ADD TO BOOKMARKS so you don't lose alpha information
0:14

How to make money on the weather using Polymarket I've been noticing more and more traders quietly printing on Polymarket's weather markets lately - and the category is exploding for a reason. Weather has always been super predictable for meteorologists (and us normals) right up to the day of. The whole point? You can earn easy, near-certain yield just knowing it'll rain in London tomorrow. I'm sharing a finished tutorial with you. Here is a small list of traders 1. gopfan2 ( - The absolute leader in weather. Earned over $2M in net profit by focusing on temperature and precipitation. Strategy - buy Yes below 15 cents, No above 45 cents, with risks of less than $1 per position. It dominates the NYC and London markets where the weather is predictable 2. enzocostapt81 ( is a weather-exclusive trader whose profile shows a complete wipeout in resolved positions-no active/open trades, current positions value $0.00, and all listed markets (resolved) at -100% P/L. The trader focused solely on daily/precise temperature predictions in major cities like New York City and London. 3. 0x594edb9112f526fa6a80b8f858a6379c8a2c1c11 ( 100% of active positions are weather/temperature markets across cities like Dallas, London, Seattle, Atlanta, NYC, and Toronto-focused on precise daily highs/thresholds/ranges. 4. meropi ( - Earned ~$30k on micro bets ($1-3) with multipliers up to 500x. Automated bets on temperature rise for 0.01 cents. Focus on speed to capture momentum in daily markets. One of the most stable in weather 5. 1pixel ( - $18.5k profit from $2.3k deposit, weather only (NYC and London) 6. erb80 ( Dominant focus-two massive Atlanta temperature range bets for Dec 17, with enormous share volume at ultra-low entries (0.1¢) turning into huge unrealized gains (+49,550% on the main one) 7. Hans323 ( - Earned $1.1M on one temperature trade in London. Started with $741 in January 2025 and increased to $87k net profit for the year 8. securebet ( - Turned $7 into $640 (+9244%) on a series of temperature bets in NYC and Seattle. 3077 predictions, top 0.04% by metrics. Focus on small bets ($3-20) with high growth on low quotes. High win rate thanks to NOAA data 9. automatedAItradingbot ( Micro/low-cost bets (0.4¢–15¢) on specific outcomes, especially weather thresholds in Seoul/London and fighter matchups.Explosive wins (300%+ on select weather 1,000–5,000% average ROI across successful weather specialists based on this traders Tools and Automation > - Built specifically for Polymarket weather traders. Offers real-time multi-model forecasts (GFS, ECMWF, etc.), temperature range dashboards, climate pattern guides per city/station, and settlement station details. Includes educational guides on seasonal biases and forecasting challenges—highly recommended for NYC/London/Atlanta markets. > - Free guide/resource hub for weather betting on Polymarket. Covers market overviews, settlement rules > - US GFS and ECMWF Europe models for temperature, precipitation, hurricane forecasts. Updates every 6 hours. Ideal for comparing models if 3+ agree, the probability is high > - real-time maps of air/ocean temperature, precipitation anomalies. With historical context for calculating probabilities > - interactive maps of wind, temperature, rain, snow. 10+ models, for local events NOAA Climate Data Online - 100+ years of historical location data NOAA Weather Prediction > - short forecasts for precipitation, anomalies. Climate Prediction Center - long-term ENSO, droughts > - Completely free open-source weather API with no key required. Provides GFS, ECMWF-derived, and ensemble forecasts for temperature, precipitation, and more at hourly/sub-hourly resolution globally. Excellent for scripting quick checks on NYC/London highs or comparing multiple models. Direct API calls make it ideal for automation or batch probability calculations. > - Free tier gives current conditions, 5-day/3-hour forecasts, and 16-day daily forecasts. Good for real-time verification and basic historical pulls (limited free). Use for cross-checking Polymarket ranges before resolution. > - Free tier includes historical data (50+ years), current conditions, hourly/sub-hourly forecasts, and alerts. Strong for querying specific cities > - Free plan covers real-time, hourly, daily forecasts (up to 14 days), historical data (from 2010), and bulk requests. Reliable for urban stations and includes marine/pollen extras if needed. Quick Tips for Using These in Trading >>>Cross-verify 3+ models (e.g., GFS + ECMWF via Open-Meteo + Windy) → if 80%+ agree on a range/threshold, probability is often very high for "Yes" bets under 10-15¢. >>>Focus on major stations (e.g., Central Park for NYC, Heathrow for London) - check settlement rules on Polymarket pages. >>>ADD TO BOOKMARKS so you don't lose alpha information

Valentin

17,081 views • 2 months ago

🚨 ANNOUNCING THE ESTATEX PROPERTY OTC DESK — COMING Q2 🚨 Hello EstateX Family, Over the past week, we’ve hinted at an exciting new business pillar for EstateX that integrates properties and enhances utility inflow into $ESX, driving positive results for your investment. Today, we’re proud to officially introduce the EstateX OTC Desk. What is the EstateX OTC Desk? Our Over-the-Counter (OTC) Desk is a private trading service designed for investors to buy or sell significant real estate assets directly with us—privately, securely, and efficiently. This opens a premium opportunity for large (crypto) investors to seamlessly convert business or crypto gains into fiat and real estate without market slippage or unnecessary friction. It strengthens our core business model, making it significantly easier for large inflows of USDT to enter the ESX ecosystem. The OTC Desk focuses on offramping crypto and fiat into wholesale and quarter fractionalized buying (from 25% ownership and up). Two Major Products Benefiting from Our OTC Capability: 1️⃣ Wholesale & Fractionalized Property Investments. Backed by industry leaders like Steve Craggs (CEO, REMAX England & Wales) and Scott Keller (Deputy CEO, REMAX Dubai & Board Member, REMAX UAE), we’re enabling wholesale and fractionalized property investments in the UAE. Through fiat transactions, UAE properties can legally be co-owned by up to four individuals. However, our OTC Desk will allow investors to purchase property using USDT, as we will internally manage the asset swap into fiat to complete the deal. 💻 Smaller fractionalized investments remain available via LaunchX. 2️⃣ Streamlined Crypto Real Estate Transactions with AI Meet our upcoming AI Agent – Homie 🤖. Homie will simplify large-scale buying and selling wholesale properties with USDT. Our OTC desk will facilitate the swap process of USDT to FIAT to complete the transaction. ✨ More details to come! Why It Matters for $ESX Utility 🔥 Transaction fees from the OTC Desk will flow directly back into ESX, reinforcing utility and creating a new revenue stream for our payment/utility token. ✅ Increased accessibility ✅ More inflows into $ESX ✅ Expanded use case ✅ New income stream Within our network, several crypto whales are already eager to offramp directly into exclusive real estate investments. From day one, this unlocks potential for millions in property volume—immediately validating $ESX utility, accelerating inflows, and directly supporting your investment. Through the EstateX OTC Desk, we aim to become the go-to property investment platform for high-net-worth crypto investors—allowing them to offramp directly into exclusive real estate deals unavailable to the general public. Financial benefits remain intact: ✅ Discounts ✅ Upfront paid rent ✅ High yields And thanks to our partnerships with key figures like Scott Keller and Steve Craggs, we offer exclusive, high-yield opportunities with VIP-only discounts. 🚀 What’s Next? 👉 This does not change our original model. We’re still full speed ahead with our U.S. and EU retail launches. 👉 The EstateX OTC Desk is expected to go live in Q2—another significant milestone for $ESX and our investors. 👉 A waiting list will be shared soon for those interested in accessing the OTC Desk. Join our telegram: Exciting times ahead!
0:12

🚨 ANNOUNCING THE ESTATEX PROPERTY OTC DESK — COMING Q2 🚨 Hello EstateX Family, Over the past week, we’ve hinted at an exciting new business pillar for EstateX that integrates properties and enhances utility inflow into $ESX, driving positive results for your investment. Today, we’re proud to officially introduce the EstateX OTC Desk. What is the EstateX OTC Desk? Our Over-the-Counter (OTC) Desk is a private trading service designed for investors to buy or sell significant real estate assets directly with us—privately, securely, and efficiently. This opens a premium opportunity for large (crypto) investors to seamlessly convert business or crypto gains into fiat and real estate without market slippage or unnecessary friction. It strengthens our core business model, making it significantly easier for large inflows of USDT to enter the ESX ecosystem. The OTC Desk focuses on offramping crypto and fiat into wholesale and quarter fractionalized buying (from 25% ownership and up). Two Major Products Benefiting from Our OTC Capability: 1️⃣ Wholesale & Fractionalized Property Investments. Backed by industry leaders like Steve Craggs (CEO, REMAX England & Wales) and Scott Keller (Deputy CEO, REMAX Dubai & Board Member, REMAX UAE), we’re enabling wholesale and fractionalized property investments in the UAE. Through fiat transactions, UAE properties can legally be co-owned by up to four individuals. However, our OTC Desk will allow investors to purchase property using USDT, as we will internally manage the asset swap into fiat to complete the deal. 💻 Smaller fractionalized investments remain available via LaunchX. 2️⃣ Streamlined Crypto Real Estate Transactions with AI Meet our upcoming AI Agent – Homie 🤖. Homie will simplify large-scale buying and selling wholesale properties with USDT. Our OTC desk will facilitate the swap process of USDT to FIAT to complete the transaction. ✨ More details to come! Why It Matters for $ESX Utility 🔥 Transaction fees from the OTC Desk will flow directly back into ESX, reinforcing utility and creating a new revenue stream for our payment/utility token. ✅ Increased accessibility ✅ More inflows into $ESX ✅ Expanded use case ✅ New income stream Within our network, several crypto whales are already eager to offramp directly into exclusive real estate investments. From day one, this unlocks potential for millions in property volume—immediately validating $ESX utility, accelerating inflows, and directly supporting your investment. Through the EstateX OTC Desk, we aim to become the go-to property investment platform for high-net-worth crypto investors—allowing them to offramp directly into exclusive real estate deals unavailable to the general public. Financial benefits remain intact: ✅ Discounts ✅ Upfront paid rent ✅ High yields And thanks to our partnerships with key figures like Scott Keller and Steve Craggs, we offer exclusive, high-yield opportunities with VIP-only discounts. 🚀 What’s Next? 👉 This does not change our original model. We’re still full speed ahead with our U.S. and EU retail launches. 👉 The EstateX OTC Desk is expected to go live in Q2—another significant milestone for $ESX and our investors. 👉 A waiting list will be shared soon for those interested in accessing the OTC Desk. Join our telegram: Exciting times ahead!

EstateX

102,030 views • 1 year ago

Polymarket introduced new fees to kill bots on 15-minute markets. Result? They just eliminated competition for the two apex predators. These wallets did not just survive. They mutated. While the platform tried to "fix" the system, these two made $918,357 in pure profit in one month. On the fees that were supposed to bankrupt them. Someone on Twitter was complaining his stops get blown at the exact same second every time. Said he was up against HFT bots with direct exchange connections. In the comments someone dropped two profiles. Said here are your "manipulators". Just code. $522,439 profit in one month. $65 million volume. First place on crypto leaderboard. This is not a person. This is PurpleThunderBicycleMountain. His profile: The second profile looked like it could not top the first. 0x8dxd. Second place. $395,918 in the same month. But here is what breaks the brain completely. In December 2025 this wallet had $313. Three hundred thirteen dollars. Now his all-time profit exceeds $658,000. The numbers do not lie. $313 turned into a fortune in six weeks. See for yourself: The mechanics are uncomfortably simple. Both trade the same thing. 15-minute crypto markets. Bitcoin up or down. ETH above or below. Every 15 minutes a new contract. Here is the trick. You look at Polymarket and see 50/50 odds. For you this is a fair coin flip. But these two do not look at Polymarket. They look at Binance. When BTC makes a move on the exchange Polymarket does not know yet. Price already moved. Direction already determined. But odds on the platform still show yesterday. The window lasts 30 seconds. Sometimes 90. It is like playing poker against someone with a mirror behind your back. He already sees your cards. You still think you are bluffing. During this time the bot enters at old prices. Buys YES at 25 cents when real probability is already 80%. Or NO at 1.5 cents when the market already crashed. Then the window closes. Odds catch up to reality. Bot gets $1 for every 25 cents. This is not forecasting. This is harvesting from people staring at a stale screen. One trade stands out. ETH dumped on spot. PurpleThunderBicycleMountain loaded NO at 1.5 cents. Kept buying as price rose to 15 cents. Window closed down. Every share paid $1. 785% in fifteen minutes. On one trade. The craziest part is 0x8dxd stats. Win rate 98%. Out of 6,615 trades. Almost perfect. A human cannot trade like this. A human has shaky hands. A human doubts. A human sleeps. The bot does not sleep. The bot does not doubt. The bot just waits for Binance and Polymarket to diverge for 30 seconds. And takes the difference. Their profit curves both grow without a single pullback. No crashes. No nervous breakdowns. Methodical. Mechanical. Relentless. Polymarket introduced fees to stop this. Result? Small bots died. These two took their market share. A 1.5% fee means nothing when your average return is 300%. Here is what kills. Anyone can spend months learning Python. Rent a server near the exchange. Write an algorithm. Test. Debug. Lose money on mistakes. Or just open their profiles and see what they are buying. The blockchain stores everything. Every position. Every timing. Full history in the open. They spend thousands on infrastructure. Write code for months. Optimize milliseconds. Anyone can just watch where they enter. $918,357 in one month between them. First and second place on the leaderboard. This is not theory. This is a working machine. Right now somewhere BTC is making a move. Polymarket still shows old odds. These two are already entering a position. Only one question remains: Will you be the one selling to them at stale prices? Or the one entering alongside them? In 15 minutes a new contract opens. 14 minutes left.
0:17

Polymarket introduced new fees to kill bots on 15-minute markets. Result? They just eliminated competition for the two apex predators. These wallets did not just survive. They mutated. While the platform tried to "fix" the system, these two made $918,357 in pure profit in one month. On the fees that were supposed to bankrupt them. Someone on Twitter was complaining his stops get blown at the exact same second every time. Said he was up against HFT bots with direct exchange connections. In the comments someone dropped two profiles. Said here are your "manipulators". Just code. $522,439 profit in one month. $65 million volume. First place on crypto leaderboard. This is not a person. This is PurpleThunderBicycleMountain. His profile: The second profile looked like it could not top the first. 0x8dxd. Second place. $395,918 in the same month. But here is what breaks the brain completely. In December 2025 this wallet had $313. Three hundred thirteen dollars. Now his all-time profit exceeds $658,000. The numbers do not lie. $313 turned into a fortune in six weeks. See for yourself: The mechanics are uncomfortably simple. Both trade the same thing. 15-minute crypto markets. Bitcoin up or down. ETH above or below. Every 15 minutes a new contract. Here is the trick. You look at Polymarket and see 50/50 odds. For you this is a fair coin flip. But these two do not look at Polymarket. They look at Binance. When BTC makes a move on the exchange Polymarket does not know yet. Price already moved. Direction already determined. But odds on the platform still show yesterday. The window lasts 30 seconds. Sometimes 90. It is like playing poker against someone with a mirror behind your back. He already sees your cards. You still think you are bluffing. During this time the bot enters at old prices. Buys YES at 25 cents when real probability is already 80%. Or NO at 1.5 cents when the market already crashed. Then the window closes. Odds catch up to reality. Bot gets $1 for every 25 cents. This is not forecasting. This is harvesting from people staring at a stale screen. One trade stands out. ETH dumped on spot. PurpleThunderBicycleMountain loaded NO at 1.5 cents. Kept buying as price rose to 15 cents. Window closed down. Every share paid $1. 785% in fifteen minutes. On one trade. The craziest part is 0x8dxd stats. Win rate 98%. Out of 6,615 trades. Almost perfect. A human cannot trade like this. A human has shaky hands. A human doubts. A human sleeps. The bot does not sleep. The bot does not doubt. The bot just waits for Binance and Polymarket to diverge for 30 seconds. And takes the difference. Their profit curves both grow without a single pullback. No crashes. No nervous breakdowns. Methodical. Mechanical. Relentless. Polymarket introduced fees to stop this. Result? Small bots died. These two took their market share. A 1.5% fee means nothing when your average return is 300%. Here is what kills. Anyone can spend months learning Python. Rent a server near the exchange. Write an algorithm. Test. Debug. Lose money on mistakes. Or just open their profiles and see what they are buying. The blockchain stores everything. Every position. Every timing. Full history in the open. They spend thousands on infrastructure. Write code for months. Optimize milliseconds. Anyone can just watch where they enter. $918,357 in one month between them. First and second place on the leaderboard. This is not theory. This is a working machine. Right now somewhere BTC is making a move. Polymarket still shows old odds. These two are already entering a position. Only one question remains: Will you be the one selling to them at stale prices? Or the one entering alongside them? In 15 minutes a new contract opens. 14 minutes left.

Blaze

61,835 views • 6 months ago

🚨 Beijing Rolled Out the Red Carpet for Trump AND Putin in 6 Days. Its Own Investors Just Rolled Out the Exits — ¥2 Trillion Gone. ¥2 Trillion, that's ¥2,000,000,000,000. Twelve zeros. More than the entire annual GDP of Saudi Arabia. Erased in one trading session. Six days ago President Donald Trump left Beijing on Air Force One. Yesterday (May 20, 2026) Vladimir Putin walked down a red carpet into the Great Hall of the People. Today — May 21, 2026 — Chinese investors did something Beijing's propaganda machine cannot spin: they sold. An estimated ¥2 trillion (≈ US$280 billion) in market value was erased from mainland Chinese equities. The Shanghai Composite slid 2.04% and the Shenzhen Component tumbled 2.07% — both three-week lows. Hong Kong's Hang Seng closed down roughly 1%. The names that bled the hardest are the very ones Xi has been parading as proof of "tech self-reliance": Cambricon -3.19%, Zhongji Innolight -4.21%, Eoptolink -3.74%, Huagong Tech -5.79%. Even CITIC Securities — a mainland brokerage, not a foreign sceptic — noted that the pullback dates from May 14. That is the day Donald Trump landed in Beijing. This is what the market thinks of the past two weeks of choreography. The Trump Summit Beijing Sold as a Triumph The Trump–Xi summit (May 14–15) was a state-visit spectacle: military honor guards, a banquet at the Great Hall, a personal welcome from Xi. The substance was thinner. Atlantic Council's verdict: a big show with little to show for it. CNN's politics desk was more clinical: nebulous agreements on agricultural purchases, tepid commitments on oil, no firm deal to reopen the Strait of Hormuz. Trump himself said tariffs didn't even come up. Al Jazeera noted something rarer — the two sides released readouts that disagreed on what was actually agreed. The morning after the summit, US stock futures sold off across the board. Investors voted before the pundits did. Beijing's framing: historic visit. The tape's framing: priced in, sold off. The Putin Summit Beijing Sold as Strength One day before today's selloff, Xi gave Putin a red-carpet welcome — their second meeting in under a year. The two leaders presided over a sweeping signing ceremony covering trade, technology, nuclear energy and media cooperation. Xi called the relationship the "highest level in history." A joint statement took aim at Trump's planned "Golden Dome" missile shield. Optics: an axis. Reality: Putin came to Beijing with one big ask — locking in the long-stalled Power of Siberia 2 gas pipeline, the project Moscow needs to replace gas sales lost to Europe — and left without it. The Washington Post's headline was blunt: "Putin fails to secure Xi's approval for Power of Siberia 2." Price, financing and timing all remain unresolved, with Beijing reportedly holding out for prices roughly half of what Moscow wanted. Even the marquee deliverable didn't deliver. Why the Tape Doesn't Believe the Narrative Mainland investors aren't watching CCTV. They're watching the data. China just emerged from the longest stretch of producer-price deflation in decades — 41 consecutive months from October 2022 through this past February. The streak only broke in April, and not because demand came back. It broke because the Iran war pushed energy prices higher. That is imported inflation, not organic recovery. Strip out energy and the demand picture remains thin. Goldman Sachs says the property crisis is in its fourth year and not yet at a bottom. Chinese exports to the United States fell nearly 29% year-on-year in November. Youth unemployment officially stood at 16.3% in April; independent analysts argue the real figure is materially higher. Private investment remains weak — Chinese firms aren't short of liquidity, they're cautious on returns, on enforcement consistency, on whether the demand will be there tomorrow. This is the macro that propaganda cannot photoshop. The Neighbourhood: A Quiet Encirclement Look at Asia's tape today against Shanghai's. Tokyo's Nikkei rallied more than 3%, within striking distance of an all-time high set just last week. Seoul's Kospi exploded 8.42% higher — its largest single-session point gain on record, led by Samsung and SK Hynix. In Manila, "Balikatan 2026" just concluded with Japanese combat troops participating in the largest US-Philippines drills for the first time ever. Washington's Indo-Pacific lattice — AUKUS, the Quad, the trilateral US–Japan–Philippines and US–Japan–Korea formats — the architecture Beijing labels an "Asian NATO" — continues to thicken. In Brussels, Commission President Ursula von der Leyen has tied future EU-China relations explicitly to how Beijing handles Russia's war on Ukraine. And Xi is reportedly preparing his first visit to North Korea in seven years — a tell about which axis Beijing is doubling down on. Tokyo up. Seoul at a record. Shanghai down. That is not a coincidence. That is a verdict on which side of the new geopolitical fault line global capital believes will compound. Two Trillion Yuan Do Not Lie You cannot propaganda your way past a price chart. State media can stage the Trump welcome as triumph and the Putin embrace as solidarity, but the people who actually have skin in the game — Chinese savers, Chinese funds, the foreign capital still inside the wall — sold into both stories. ¥2 trillion in a single session is not a technical wobble. It is a referendum. The Trump–Xi–Putin theatre is over. The bill is being presented. And Beijing's available responses — tighter capital controls, more "national team" buying, more margin tightening, or a sharper turn toward Moscow and Pyongyang — none of them rebuild confidence. They only manage the optics of its absence. What gets priced in next? Capital controls? A managed devaluation? Another "national team" rescue? Or does the next leg down arrive before the response does? Original article by me Aric Chen. Views are my own — welcome to discuss!
0:13

🚨 Beijing Rolled Out the Red Carpet for Trump AND Putin in 6 Days. Its Own Investors Just Rolled Out the Exits — ¥2 Trillion Gone. ¥2 Trillion, that's ¥2,000,000,000,000. Twelve zeros. More than the entire annual GDP of Saudi Arabia. Erased in one trading session. Six days ago President Donald Trump left Beijing on Air Force One. Yesterday (May 20, 2026) Vladimir Putin walked down a red carpet into the Great Hall of the People. Today — May 21, 2026 — Chinese investors did something Beijing's propaganda machine cannot spin: they sold. An estimated ¥2 trillion (≈ US$280 billion) in market value was erased from mainland Chinese equities. The Shanghai Composite slid 2.04% and the Shenzhen Component tumbled 2.07% — both three-week lows. Hong Kong's Hang Seng closed down roughly 1%. The names that bled the hardest are the very ones Xi has been parading as proof of "tech self-reliance": Cambricon -3.19%, Zhongji Innolight -4.21%, Eoptolink -3.74%, Huagong Tech -5.79%. Even CITIC Securities — a mainland brokerage, not a foreign sceptic — noted that the pullback dates from May 14. That is the day Donald Trump landed in Beijing. This is what the market thinks of the past two weeks of choreography. The Trump Summit Beijing Sold as a Triumph The Trump–Xi summit (May 14–15) was a state-visit spectacle: military honor guards, a banquet at the Great Hall, a personal welcome from Xi. The substance was thinner. Atlantic Council's verdict: a big show with little to show for it. CNN's politics desk was more clinical: nebulous agreements on agricultural purchases, tepid commitments on oil, no firm deal to reopen the Strait of Hormuz. Trump himself said tariffs didn't even come up. Al Jazeera noted something rarer — the two sides released readouts that disagreed on what was actually agreed. The morning after the summit, US stock futures sold off across the board. Investors voted before the pundits did. Beijing's framing: historic visit. The tape's framing: priced in, sold off. The Putin Summit Beijing Sold as Strength One day before today's selloff, Xi gave Putin a red-carpet welcome — their second meeting in under a year. The two leaders presided over a sweeping signing ceremony covering trade, technology, nuclear energy and media cooperation. Xi called the relationship the "highest level in history." A joint statement took aim at Trump's planned "Golden Dome" missile shield. Optics: an axis. Reality: Putin came to Beijing with one big ask — locking in the long-stalled Power of Siberia 2 gas pipeline, the project Moscow needs to replace gas sales lost to Europe — and left without it. The Washington Post's headline was blunt: "Putin fails to secure Xi's approval for Power of Siberia 2." Price, financing and timing all remain unresolved, with Beijing reportedly holding out for prices roughly half of what Moscow wanted. Even the marquee deliverable didn't deliver. Why the Tape Doesn't Believe the Narrative Mainland investors aren't watching CCTV. They're watching the data. China just emerged from the longest stretch of producer-price deflation in decades — 41 consecutive months from October 2022 through this past February. The streak only broke in April, and not because demand came back. It broke because the Iran war pushed energy prices higher. That is imported inflation, not organic recovery. Strip out energy and the demand picture remains thin. Goldman Sachs says the property crisis is in its fourth year and not yet at a bottom. Chinese exports to the United States fell nearly 29% year-on-year in November. Youth unemployment officially stood at 16.3% in April; independent analysts argue the real figure is materially higher. Private investment remains weak — Chinese firms aren't short of liquidity, they're cautious on returns, on enforcement consistency, on whether the demand will be there tomorrow. This is the macro that propaganda cannot photoshop. The Neighbourhood: A Quiet Encirclement Look at Asia's tape today against Shanghai's. Tokyo's Nikkei rallied more than 3%, within striking distance of an all-time high set just last week. Seoul's Kospi exploded 8.42% higher — its largest single-session point gain on record, led by Samsung and SK Hynix. In Manila, "Balikatan 2026" just concluded with Japanese combat troops participating in the largest US-Philippines drills for the first time ever. Washington's Indo-Pacific lattice — AUKUS, the Quad, the trilateral US–Japan–Philippines and US–Japan–Korea formats — the architecture Beijing labels an "Asian NATO" — continues to thicken. In Brussels, Commission President Ursula von der Leyen has tied future EU-China relations explicitly to how Beijing handles Russia's war on Ukraine. And Xi is reportedly preparing his first visit to North Korea in seven years — a tell about which axis Beijing is doubling down on. Tokyo up. Seoul at a record. Shanghai down. That is not a coincidence. That is a verdict on which side of the new geopolitical fault line global capital believes will compound. Two Trillion Yuan Do Not Lie You cannot propaganda your way past a price chart. State media can stage the Trump welcome as triumph and the Putin embrace as solidarity, but the people who actually have skin in the game — Chinese savers, Chinese funds, the foreign capital still inside the wall — sold into both stories. ¥2 trillion in a single session is not a technical wobble. It is a referendum. The Trump–Xi–Putin theatre is over. The bill is being presented. And Beijing's available responses — tighter capital controls, more "national team" buying, more margin tightening, or a sharper turn toward Moscow and Pyongyang — none of them rebuild confidence. They only manage the optics of its absence. What gets priced in next? Capital controls? A managed devaluation? Another "national team" rescue? Or does the next leg down arrive before the response does? Original article by me Aric Chen. Views are my own — welcome to discuss!

Aric Chen

125,275 views • 2 months ago

Why is the market selling off today? (Save this). Today's selloff is bigger and messier than what we've seen lately, KOSPI crashed almost 11% overnight, chip stocks are getting hit everywhere and it's not because AI demand suddenly disappeared but rather a bunch of fears piling up at once that I think are getting way overplayed. Start with the AI ROI thing since it's been building since last week's earnings. Tesla and Alphabet both kicked off earnings season with big capex numbers and negative free cash flow and even with strong revenue growth both stocks got hammered. That set the tone of we don't care if capex is growing, show us the cash, and it's carrying into this week with Amazon, Meta, Microsoft and Apple all reporting, which isn't helping the nerves. But look at what actually happened with Alphabet, cloud revenue grew 81%, total sales grew 24%, that's not a company torching cash on nothing, that's a company scaling into demand it can barely keep up with. Negative free cash flow during a capex supercycle is normal, you build the data centers and buy the GPUs before the revenue shows up. Judging a buildout phase like it's a mature business is the wrong lens, and that's basically what happened last week and what's still happening today. Then there's China chip competition, which is honestly the biggest accelerant of today's move. CXMT's IPO shares rose over 466% and combined with headlines about China's homegrown DUV lithography progress, it triggered a brutal rout in Korean chipmakers, Samsung fell as much as 13%, SK Hynix over 14%, Kioxia nearly 18%, dragging the KOSPI down almost 11% and into an eighth circuit breaker this year. That spilled straight into Nvidia, ASML, Sandisk and Seagate here in the US, with Nasdaq 100 futures down over 1% before the bell. But here's the thing, five DUV units this year against ASML's 131 a year, running performance closer to a 2008 design, is not an equipment moat collapsing, it's a headline that's gotten repeated so much this week it's built its own gravity. These tools are aimed at mature nodes like automotive and industrial chips, not the leading edge logic or HBM that actually drives the AI trade, so the read through to Nvidia, ASML or Applied Materials earnings power is basically nothing. The CXMT pop is scarcity, people bidding up the only pure play China memory stock they can get their hands on, not a sign that oversupply is coming. And Korean chipmakers dropping 12 to 14% in one session looks a lot more like leverage unwinding after a parabolic run than a real rethink of Samsung or SK Hynix's HBM backlog, which both companies have already said is basically sold out for the year. Geopolitics is actually the one spot where the news should be helping, not hurting. US and Iran hostilities seem to have paused for now, which should be easing oil driven inflation fears. If this were purely a geopolitical panic you'd expect oil spiking and yields following, but that's not what's happening, this move is chip specific and Asia led, not an oil shock like a week or two ago. Rates and the Fed are still in play, decision lands tomorrow, and people are nervous about higher for longer language even though a hike isn't the base case. On top of that, reports that Nvidia's five year credit default swap costs jumped by a record margin are getting read by some as a credit risk signal tied to all this AI debt spending. But a one day CDS spike during a market wide panic is a fear indicator, not proof of an actual credit problem, spreads on every big name widen fast when volatility spikes, Nvidia's balance sheet hasn't changed in the last 24 hours. Fed futures are pricing in essentially no chance of a surprise hike tomorrow, this is a hold meeting, and I'd bet the hawkish jitters fade fast once Warsh actually talks. Then there's the bigger liquidity and positioning story, which I think explains more of today's violence than any single headline. KOSPI is down nearly 29% for the month now, steeper than 2008, mostly because Korean chipmakers had turned into crypto like gambling tokens, running way too far, too fast on retail leverage and margin debt, and now unwinding just as hard on the way down. That's positioning excess getting flushed, not HBM demand disappearing or hyperscalers pulling back. Nothing in the actual order books, capex guidance or HBM contract pricing has changed, DRAM and NAND prices are still climbing quarter over quarter, nobody's canceled a GPU order or a data center project. What changed is how much leverage was sitting on top of this trade, and that's getting ripped out in one ugly session. This is one of the scariest looking selloffs we've had all year but scary looking and actually broken are two different things. Every headline driving today, the China lithography story, the CXMT IPO, the Nvidia CDS spike, the Fed jitters, looks a lot less scary once you dig into the actual numbers, and none of it touches real AI infrastructure demand or supply. This looks like leverage and sentiment unwinding, not the long term thesis breaking. If you want to see exactly what I'm buying into this, join Milk Road Pro for just $1 using the link below.
0:11

Why is the market selling off today? (Save this). Today's selloff is bigger and messier than what we've seen lately, KOSPI crashed almost 11% overnight, chip stocks are getting hit everywhere and it's not because AI demand suddenly disappeared but rather a bunch of fears piling up at once that I think are getting way overplayed. Start with the AI ROI thing since it's been building since last week's earnings. Tesla and Alphabet both kicked off earnings season with big capex numbers and negative free cash flow and even with strong revenue growth both stocks got hammered. That set the tone of we don't care if capex is growing, show us the cash, and it's carrying into this week with Amazon, Meta, Microsoft and Apple all reporting, which isn't helping the nerves. But look at what actually happened with Alphabet, cloud revenue grew 81%, total sales grew 24%, that's not a company torching cash on nothing, that's a company scaling into demand it can barely keep up with. Negative free cash flow during a capex supercycle is normal, you build the data centers and buy the GPUs before the revenue shows up. Judging a buildout phase like it's a mature business is the wrong lens, and that's basically what happened last week and what's still happening today. Then there's China chip competition, which is honestly the biggest accelerant of today's move. CXMT's IPO shares rose over 466% and combined with headlines about China's homegrown DUV lithography progress, it triggered a brutal rout in Korean chipmakers, Samsung fell as much as 13%, SK Hynix over 14%, Kioxia nearly 18%, dragging the KOSPI down almost 11% and into an eighth circuit breaker this year. That spilled straight into Nvidia, ASML, Sandisk and Seagate here in the US, with Nasdaq 100 futures down over 1% before the bell. But here's the thing, five DUV units this year against ASML's 131 a year, running performance closer to a 2008 design, is not an equipment moat collapsing, it's a headline that's gotten repeated so much this week it's built its own gravity. These tools are aimed at mature nodes like automotive and industrial chips, not the leading edge logic or HBM that actually drives the AI trade, so the read through to Nvidia, ASML or Applied Materials earnings power is basically nothing. The CXMT pop is scarcity, people bidding up the only pure play China memory stock they can get their hands on, not a sign that oversupply is coming. And Korean chipmakers dropping 12 to 14% in one session looks a lot more like leverage unwinding after a parabolic run than a real rethink of Samsung or SK Hynix's HBM backlog, which both companies have already said is basically sold out for the year. Geopolitics is actually the one spot where the news should be helping, not hurting. US and Iran hostilities seem to have paused for now, which should be easing oil driven inflation fears. If this were purely a geopolitical panic you'd expect oil spiking and yields following, but that's not what's happening, this move is chip specific and Asia led, not an oil shock like a week or two ago. Rates and the Fed are still in play, decision lands tomorrow, and people are nervous about higher for longer language even though a hike isn't the base case. On top of that, reports that Nvidia's five year credit default swap costs jumped by a record margin are getting read by some as a credit risk signal tied to all this AI debt spending. But a one day CDS spike during a market wide panic is a fear indicator, not proof of an actual credit problem, spreads on every big name widen fast when volatility spikes, Nvidia's balance sheet hasn't changed in the last 24 hours. Fed futures are pricing in essentially no chance of a surprise hike tomorrow, this is a hold meeting, and I'd bet the hawkish jitters fade fast once Warsh actually talks. Then there's the bigger liquidity and positioning story, which I think explains more of today's violence than any single headline. KOSPI is down nearly 29% for the month now, steeper than 2008, mostly because Korean chipmakers had turned into crypto like gambling tokens, running way too far, too fast on retail leverage and margin debt, and now unwinding just as hard on the way down. That's positioning excess getting flushed, not HBM demand disappearing or hyperscalers pulling back. Nothing in the actual order books, capex guidance or HBM contract pricing has changed, DRAM and NAND prices are still climbing quarter over quarter, nobody's canceled a GPU order or a data center project. What changed is how much leverage was sitting on top of this trade, and that's getting ripped out in one ugly session. This is one of the scariest looking selloffs we've had all year but scary looking and actually broken are two different things. Every headline driving today, the China lithography story, the CXMT IPO, the Nvidia CDS spike, the Fed jitters, looks a lot less scary once you dig into the actual numbers, and none of it touches real AI infrastructure demand or supply. This looks like leverage and sentiment unwinding, not the long term thesis breaking. If you want to see exactly what I'm buying into this, join Milk Road Pro for just $1 using the link below.

Melvin

56,885 views • 7 days ago

🟩STAT, is one of your columnists, Adam Feuerstein, colluding with hedge funds?⁉️ ➡️In this post I'll do a cursory review of Mr. Feuerstein's possible collusive activities with hedge funds that are purportedly engaged in illegal share price manipulation. A May 2, 2016 article entitled “Is Adam Feuerstein the most feared man in biotech?” in relevant part, states as follows: Adam Feuerstein (Adam Feuerstein ✡️ ) often targets lower profile “small and medium-sized drug companies…” Further, Adam Feuerstein “isn’t shy about stating — without evidence — that companies are intentionally spinning data or hyping anecdotes to goose their stock.” (emphasis added) The article insinuates that Mr. Feuerstein’s articles move the market. The article: ➡️Let’s look at one such company Mr. Feuerstein has targeted and the statements he made, without evidence. Northwest Biotherapeutics, Inc. Symbol: $NWBO Mr. Feuerstein has been writing about $NWBO for over a decade. More recently Mr. Feuerstein released an article and a rash of tweets about $NWBO’s May 10, 2022 release of top-line data. Mr. Feuerstein’s article and tweets can best be summed up in his own words: “20+ years of investigation and a $1B clinical trial that failed to show a benefit for GBM patients.” See Image 1. Yet, a peer reviewed journal article from 73 authors stated the opposite: “In this study, adding DCVax-L to SOC resulted in clinically meaningful and statistically significant extension of survival for patients with both nGBM and rGBM compared with contemporaneous, matched external controls who received SOC alone.” (emphasis added) The peer reviewed journal article: In fact, before the May 10th topline data presentation occurred Mr. Feuerstein stated: “The NYAS symposium talk (now by Dr. Mulholland) will not contain any new data/results from the DCVax phase 3 clinical trial.” See Image 2. The topline data presentation can be found here: The presentation, despite Mr. Feuerstein's statement to the contrary, presented new data. So, what do we have here? $NWBO is about to release their topline data for a nearly 2-decade trial and Mr. Feuerstein is first falsely stating that no new data will be released and secondly, once the data is released, Mr. Feuerstein falsely claims the trial failed. It appears Mr. Feuerstein is trying to get people to not watch the presentation for themselves so he can then put his own spin on the topline data. ➡️What else occurred on May 9th and May 10th other than Mr. Feuerstein’s false and/or misleading article and tweets? We have the largest and one of the largest illegal share price manipulation days on record according to the $NWBO spoofing lawsuit found here: May 9, 2022 ☑️74 spoofing episodes ☑️Baiting Orders: 632,901 “The Baiting Orders successfully induced the entry of sell orders from other market participants, artificially driving down the price of NWBO shares by -2.623% on average.” May 10, 2022 ☑️100 spoofing episodes ☑️Baiting Orders: 2,883,387 “The Baiting Orders successfully induced the entry of sell orders from other market participants, artificially driving down the price of NWBO shares by -11.77% on average.” “Defendants spoofed the market for NWBO shares on both OTC Link LLC and NYSE ARCA Global OTC that day, driving down the price of NWBO shares from a high of $1.73 to a low of $0.3862. This decline of 78% in the price on a day with positive news about the Company was caused, at least in part, by Defendants’ relentless and brazen manipulation of the market for NWBO shares.” ➡️Were Mr. Feuerstein’s article and social media posts designed to give cover to illegal share price manipulation? They were certainly used as cover. The From the defendant market makers’ filing March 20, 2023: “NWBO also omits that on May 10, 2022—a day on which NWBO alleges “the market learned excellent news” about an NWBO clinical trial, and yet its share price suffered a “staggering decline . . . caused by Defendants’ relentless and brazen manipulation,” ¶ 64—an industry commentator published an analysis of NWBO’s trial data, writing that the results of the trial were “the antithesis of what’s required from any effective cancer treatment,” and actually showed that NWBO’s drug “perform[ed] worse than a placebo.”14” “14 Burck Decl. Ex. 5, Adam Feuerstein, It took years, but the failure of Northwest Bio’s brain cancer vaccine is now in the open, STAT News (May 10, 2022), The Court may take judicial notice of press coverage. See supra n.3.” See Image 3. ➡️Is this an isolated incidence of Mr. Feuerstein's article being used as cover for possible illegal share price manipulation or was the timing coincidence? No. A very quick review of Mr. Feuerstein’s articles show he seems to go out of his way to offer cover for allegations of illegal trading by hedge funds. ☑️Mr. Feuerstein calls the alleged $NWBO share price manipulation “conspiracy theories”. [1] ☑️Mr. Feuerstein, in referencing the allegations of naked shorting by hedge funds, states the allegations are “fantastical” and that there is a “non-existent hedge fund wolfpack”. [1] ☑️Here Mr. Feuerstein spends an entire article offering cover for the potential $NWBO shorts. [2] ☑️Here is another article where Mr. Feuerstein offers additional reasons for the “deep plunge in the value of Northwest Bio shares…”[3] ➡️Mr. Feuerstein went on to call $NWBO’s spoofing lawsuit "nonsense". See: Yet, a federal Judge in the Southern District of New York stated the trading in $NWBO stock bears “all these indica of spoofing.” [4] On reason put forth by $NWBO and their lead attorney, Laura Posner, for the extensive illegal share price manipulation is for the purpose of a naked short covering scheme: "And like here, the plaintiff alleged that defendants sought to benefit from their spoofing by obtaining shares at below-market prices in order to cover short positions established through a related alleged scheme of naked short selling." (Emphasis added) [5] ➡️Then we get into Mr. Feuerstein's unusual behavior Here is Mr. Feuerstein leaving a creepy voicemail with a $NWBO retail investor. See Image/video 4. Or how about emailing a university because a real doctor dares question Mr. Feuerstein's false narratives? See: There is more alleged questionable behavior, but you get the picture. ➡️Which begs the question, STAT, have you looked into this alleged behavior? Rick Berke Linda Pizzuti Henry @angusmacaulay alissa ambrose Torie Bosch lclcl Gideon Gil @lisonjoseph Alexander Bois-Spinelli 🏳️‍🌈 Jason Ukman Elaine Chen Allison DeAngelis Matthew Herper pharmalot Eric Boodman Angus Rohan Chen Olivia Goldhill Bob Herman Casey Ross @brittwhitmore STAT [1] [2] [3] [4] [5]
0:15

🟩STAT, is one of your columnists, Adam Feuerstein, colluding with hedge funds?⁉️ ➡️In this post I'll do a cursory review of Mr. Feuerstein's possible collusive activities with hedge funds that are purportedly engaged in illegal share price manipulation. A May 2, 2016 article entitled “Is Adam Feuerstein the most feared man in biotech?” in relevant part, states as follows: Adam Feuerstein (Adam Feuerstein ✡️ ) often targets lower profile “small and medium-sized drug companies…” Further, Adam Feuerstein “isn’t shy about stating — without evidence — that companies are intentionally spinning data or hyping anecdotes to goose their stock.” (emphasis added) The article insinuates that Mr. Feuerstein’s articles move the market. The article: ➡️Let’s look at one such company Mr. Feuerstein has targeted and the statements he made, without evidence. Northwest Biotherapeutics, Inc. Symbol: $NWBO Mr. Feuerstein has been writing about $NWBO for over a decade. More recently Mr. Feuerstein released an article and a rash of tweets about $NWBO’s May 10, 2022 release of top-line data. Mr. Feuerstein’s article and tweets can best be summed up in his own words: “20+ years of investigation and a $1B clinical trial that failed to show a benefit for GBM patients.” See Image 1. Yet, a peer reviewed journal article from 73 authors stated the opposite: “In this study, adding DCVax-L to SOC resulted in clinically meaningful and statistically significant extension of survival for patients with both nGBM and rGBM compared with contemporaneous, matched external controls who received SOC alone.” (emphasis added) The peer reviewed journal article: In fact, before the May 10th topline data presentation occurred Mr. Feuerstein stated: “The NYAS symposium talk (now by Dr. Mulholland) will not contain any new data/results from the DCVax phase 3 clinical trial.” See Image 2. The topline data presentation can be found here: The presentation, despite Mr. Feuerstein's statement to the contrary, presented new data. So, what do we have here? $NWBO is about to release their topline data for a nearly 2-decade trial and Mr. Feuerstein is first falsely stating that no new data will be released and secondly, once the data is released, Mr. Feuerstein falsely claims the trial failed. It appears Mr. Feuerstein is trying to get people to not watch the presentation for themselves so he can then put his own spin on the topline data. ➡️What else occurred on May 9th and May 10th other than Mr. Feuerstein’s false and/or misleading article and tweets? We have the largest and one of the largest illegal share price manipulation days on record according to the $NWBO spoofing lawsuit found here: May 9, 2022 ☑️74 spoofing episodes ☑️Baiting Orders: 632,901 “The Baiting Orders successfully induced the entry of sell orders from other market participants, artificially driving down the price of NWBO shares by -2.623% on average.” May 10, 2022 ☑️100 spoofing episodes ☑️Baiting Orders: 2,883,387 “The Baiting Orders successfully induced the entry of sell orders from other market participants, artificially driving down the price of NWBO shares by -11.77% on average.” “Defendants spoofed the market for NWBO shares on both OTC Link LLC and NYSE ARCA Global OTC that day, driving down the price of NWBO shares from a high of $1.73 to a low of $0.3862. This decline of 78% in the price on a day with positive news about the Company was caused, at least in part, by Defendants’ relentless and brazen manipulation of the market for NWBO shares.” ➡️Were Mr. Feuerstein’s article and social media posts designed to give cover to illegal share price manipulation? They were certainly used as cover. The From the defendant market makers’ filing March 20, 2023: “NWBO also omits that on May 10, 2022—a day on which NWBO alleges “the market learned excellent news” about an NWBO clinical trial, and yet its share price suffered a “staggering decline . . . caused by Defendants’ relentless and brazen manipulation,” ¶ 64—an industry commentator published an analysis of NWBO’s trial data, writing that the results of the trial were “the antithesis of what’s required from any effective cancer treatment,” and actually showed that NWBO’s drug “perform[ed] worse than a placebo.”14” “14 Burck Decl. Ex. 5, Adam Feuerstein, It took years, but the failure of Northwest Bio’s brain cancer vaccine is now in the open, STAT News (May 10, 2022), The Court may take judicial notice of press coverage. See supra n.3.” See Image 3. ➡️Is this an isolated incidence of Mr. Feuerstein's article being used as cover for possible illegal share price manipulation or was the timing coincidence? No. A very quick review of Mr. Feuerstein’s articles show he seems to go out of his way to offer cover for allegations of illegal trading by hedge funds. ☑️Mr. Feuerstein calls the alleged $NWBO share price manipulation “conspiracy theories”. [1] ☑️Mr. Feuerstein, in referencing the allegations of naked shorting by hedge funds, states the allegations are “fantastical” and that there is a “non-existent hedge fund wolfpack”. [1] ☑️Here Mr. Feuerstein spends an entire article offering cover for the potential $NWBO shorts. [2] ☑️Here is another article where Mr. Feuerstein offers additional reasons for the “deep plunge in the value of Northwest Bio shares…”[3] ➡️Mr. Feuerstein went on to call $NWBO’s spoofing lawsuit "nonsense". See: Yet, a federal Judge in the Southern District of New York stated the trading in $NWBO stock bears “all these indica of spoofing.” [4] On reason put forth by $NWBO and their lead attorney, Laura Posner, for the extensive illegal share price manipulation is for the purpose of a naked short covering scheme: "And like here, the plaintiff alleged that defendants sought to benefit from their spoofing by obtaining shares at below-market prices in order to cover short positions established through a related alleged scheme of naked short selling." (Emphasis added) [5] ➡️Then we get into Mr. Feuerstein's unusual behavior Here is Mr. Feuerstein leaving a creepy voicemail with a $NWBO retail investor. See Image/video 4. Or how about emailing a university because a real doctor dares question Mr. Feuerstein's false narratives? See: There is more alleged questionable behavior, but you get the picture. ➡️Which begs the question, STAT, have you looked into this alleged behavior? Rick Berke Linda Pizzuti Henry @angusmacaulay alissa ambrose Torie Bosch lclcl Gideon Gil @lisonjoseph Alexander Bois-Spinelli 🏳️‍🌈 Jason Ukman Elaine Chen Allison DeAngelis Matthew Herper pharmalot Eric Boodman Angus Rohan Chen Olivia Goldhill Bob Herman Casey Ross @brittwhitmore STAT [1] [2] [3] [4] [5]

Hoffmann

20,389 views • 1 year ago

🚨 Protocol Update #9 It's incredible how time flies when you’re laser-focused on building and delivering the essential products that form the backbone of decentralized finance. Hatom has now been live on the Mainnet for over a year, and we're proud to say that this entire period has been free of issues or downtime. Our platform has been battle-tested during volatile market conditions, and each of our products has performed exactly as expected—solidifying our place as a cornerstone in the #MultiversX ecosystem. Describing last year as “incredible” feels like an understatement. We’ve witnessed unprecedented growth across the entire #MultiversX ecosystem, particularly in terms of TVL and yield opportunities. The day before Hatom launched its Lending Protocol and Liquid Staking on Mainnet, #MultiversX had a total TVL of $95 million. Within two weeks, the ecosystem surpassed $200 million in TVL, with Hatom driving over 50% of that growth. At its peak, Hatom reached over $280 million in TVL, accounting for more than 70% of the chain’s total TVL. What's even more remarkable is that, after initially using Treasury funds to incentivize users, Hatom has shifted to distributing rewards solely from protocol revenue. This marks the start of a fully sustainable, real-yield model, proving our products' rapid product-market fit and long-term viability. A Recap of the Past Year Here’s a quick overview of what we’ve accomplished in the past year: • Launched the first Lending Protocol in the #MultiversX ecosystem, along with the Liquid Staking Protocol on Mainnet. • Surpassed $100 million in TVL within just five days of the launch. • Deployed the HTM Booster Module and Accumulator. • Launched the Tao Bridge and Tao Liquid Staking, bringing over 33k $TAO into the #MultiversX ecosystem in just two weeks. • Implemented multiple upgrades to core infrastructure. • $HTM became the second-largest ESDT token after $EGLD. • Distributed over $3.85 million in rewards to our users. We are happy to announce that Hatom V2 is now live! After an incredible year of growth, we’re excited to take the next step toward becoming the leading liquidity hub across multiple chains. We invite you to explore our newly rebranded website at marking the beginning of our omni-chain journey. This rebranding reflects our bold vision and sets the stage for a full overhaul of our dApps, delivering a fresh and enhanced experience for all users. Achieving self-sustainability in such a short time, we now focus on research and development. Instead of pursuing many ideas, we’re committed to building high-impact products that create perfect synergies within our ecosystem. With that said, let’s dive into the key topics of this update: USH and Booster V2. Hatom USD (USH) We’ve highlighted USH in several updates, and it’s great to see the community recognizing its potential. USH is set to be one of the most impactful products on #MultiversX, providing a key revenue stream for Hatom while helping us maintain competitive rates and long-term sustainability. USH is the result of extensive research and careful development, designed to seamlessly fit into the Hatom ecosystem. While many DeFi projects are raising millions for new stablecoins, USH stands as another powerful product within our hub. The time has finally come for USH to be unveiled to the public, and we are excited to announce that USH will officially launch on Devnet on 28th October. While we’ve thoroughly tested for bugs internally, we’re excited to engage the community in this critical phase. To encourage participation, we’ll offer incentives for those testing USH on the Devnet, with more details to be shared at launch. Understanding USH's architecture is key to how it functions within our ecosystem. Let’s break it down step by step, starting with an explanation of each component. Facilitators USH’s minting process is driven by Facilitators—smart contracts responsible for the controlled minting and burning of USH. At launch, two primary facilitators will handle these tasks, each with distinct functionality: 1. Lending Protocol Facilitator The Lending Protocol Facilitator allows users to mint USH using a variety of supported collateral assets directly into the Hatom Lending Protocol. Unlike traditional lending mechanisms, where interest rates fluctuate based on the utilization rate, the minting of USH has fixed interest rates, thanks to Hatom's unique role as the entity managing the minting process. In a scenario where a user is minting USH through this facilitator using multiple assets as collateral, the protocol automatically prioritizes collateral with the lowest Minting APY. Let’s consider an example where a user deposits: - $1,000 in USDC (with a collateral factor of 80% and a 2% Minting APY) - $1,000 in BTC (with a collateral factor of 75% and a 3% Minting APY) - $1,000 in HTM (with a collateral factor of 70% and a 4% Minting APY) Based on these parameters, the user can mint a maximum of $2,250 worth of USH, distributed as follows: - $800 from $USDC (80% of $1,000) at 2% Minting APY - $750 from $BTC (75% of $1,000) at 3% Minting APY - $700 from $HTM (70% of $1,000) at 4% Minting APY The overall Minting APY will be a weighted average of these individual APYs, calculated based on the proportion of USH minted from each collateral type. Now, if the user decides to borrow only $1,000 worth of USH, the APY is determined as follows: - The first $800 will be borrowed from $USDC at 2% APY - The remaining $200 will be borrowed from $BTC at 3% APY This results in an effective Minting APY of 2.2%, reflecting a weighted average of the APYs across the borrowed amounts. It’s important to note that EGLD and wTAO, along with their liquid staking derivatives such as sEGLD and swTAO, can only be used as collateral in the Isolated Pools (which will be explained in the next section), not in the Lending Protocol 2. Isolated Pools Facilitator The Isolated Pools Facilitator allows users to mint $USH at zero interest using $EGLD, $wTAO, or their liquid staking derivatives ( $sEGLD or $swTAO) as collateral. Here’s how it works: When depositing EGLD or wTAO • These assets are staked through the Hatom Liquid Staking Protocol, generating the staking APY. • The staked assets are then deposited into the Lending Protocol, earning a supply APY, but are not activated as collateral. When depositing sEGLD or swTAO • When users deposit staking derivatives into the Isolated Pools, the protocol holds the staking derivatives, but the user's exposure is immediately shifted to the underlying asset ( $EGLD or $wTAO). This means the user no longer benefits from the staking rewards of the derivative, and instead, their exposure is entirely tied to the value and price movements of the underlying asset. • The staked assets are deposited into the Hatom Lending Protocol, earning the supply APY, but again not being activated as collateral. Since the protocol generates revenue from staking and supplying assets in the Lending Protocol, this income is used to incentivize the USH Staking Module. The protocol buys HTM tokens from the open market and distributes them, along with all fees generated by other facilitators, as rewards to stakers. We believe that the Isolated Pools Facilitator is one of the most important pieces of the USH ecosystem. Its potential impact on the TVL within both the Hatom ecosystem and the broader #MultiversX blockchain is immense and the revenue generated by this facilitator through fees will significantly bolster the overall growth of the protocol. To illustrate the potential of Isolated Pools, let’s use the following example: • $50 million worth of $EGLD is deposited into the Isolated Pools, generating a 6% staking APY • $50 million worth of $wTAO is also deposited, earning a 15% staking APY The total staking rewards generated from these assets would be: • $EGLD staking rewards: $50 million × 6% = $3 million annually • $wTAO staking rewards: $50 million × 15% = $7.5 million annually In total, the protocol generates $10.5 million in staking rewards annually. These rewards are then used to buy back HTM tokens from the open market, driving significant buying pressure on the HTM token itself. The purchased HTM tokens are distributed to USH LP stakers in the USH Staking Module, alongside the revenue generated by the Lending Protocol Facilitator. TVL and Yield Impact As we explore the broader impact of USH and the Isolated Pools, it becomes evident how these mechanisms contribute to the overall growth of the Hatom ecosystem, particularly in terms of TVL and potential yield generation. Based on the above numbers, if $50 million worth of $EGLD and $50 million worth of $wTAO are deposited into the Isolated Pools with a 75% collateral factor, we could mint up to $75 million worth of $USH. However, to prioritize safety, we’ll mint only 50% of the maximum, resulting in $37.5 million worth of $USH. In an ideal scenario, but also very unlikely, the $37.5 million $USH would be deposited in the Staking Module to generate rewards. In order for $USH to be deposited in the Staking Module, it is paired with another token (e.g., $USDC or $EGLD) to form Liquidity Pool (LP) position, contributing $75 million to the USH Staking Module. Additionally, the $100 million deposited in the Isolated Pools cycles through Liquid Staking and into the Lending Protocol, contributing a total of $300 million in TVL. Total TVL Breakdown: • $300 million from assets flowing through Isolated Pools ($100m) → Liquid Staking ($100m) → Lending Protocol ($100m) • $75 million from LP positions in the USH Staking Module Total TVL = $375 million As mentioned above, the $100 million deposited in Isolated Pools generates approximately $10.5 million annually in staking rewards (6% APY from $sEGLD and 15% APY from $swTAO). If all minted $USH is deposited into the Staking Module, the $75 million staked would benefit from these rewards, resulting in a 14% APY for USH LP stakers. On top of the protocol’s rewards, liquidity providers earn additional fees from their LP positions on decentralized exchanges, creating the perfect opportunity for all the participants in the USH Staking Module looking for attractive yields. USH Stability: The Peg Mechanism Ensuring the stability of USH is paramount, and to maintain its value close to $1 under all market conditions, we’ve implemented a robust dual peg mechanism. This system consists of two key layers of protection—Soft Peg and Hard Peg—designed to keep USH stable through both market-driven incentives and other mechanisms for scenarios where the Soft Peg mechanism can’t reclaim the peg. 1. Soft Peg Mechanism The Soft Peg Mechanism helps keep USH stable around its $1 value by encouraging market participants to act when USH trades above or below $1. When USH trades below $1 Users can buy USH at a discount, on a DEX, and repay their USH loans on Hatom, as USH is always valued at $1 on the protocol. This action removes $USH from circulation, helping to restore its price. When USH trades above $1 Users can borrow USH from the protocol at $1 and sell it on the open market at the higher price, increasing the circulating supply of USH and pushing its price back down to $1. 2. Hard Peg Mechanism (Redemption Mode) In cases where the Soft Peg alone cannot restore USH to $1 and its price drops significantly below the peg, the Hard Peg Mechanism is triggered through Redemption Mode. This mechanism allows any market participant to step in and help restore the peg by repaying USH loans for other borrowers, seizing their collateral at the full $1 value. It's important to note that Redemption Mode is only activated in the Isolated Pools and does not impact users minting USH through the Lending Protocol. Here’s how Redemption Mode works: When USH trades below $1 and the Redemption Mode is activated, redeemers can buy USH at the lower market price (e.g., $0.95), and use it to repay borrowers' debts at the full $1 value within the protocol. The redeemer receives collateral in the form of liquid staked tokens(such as $sEGLD or $swTAO) equivalent to the USH they repaid at its full $1 value, profiting from the difference between the discounted purchase price and the redemption value. The borrower being redeemed also benefits by receiving a redemption bonus, which allows them to keep a portion of their collateral after part of it is seized after loan was repaid. This system ensures that borrowers are not penalized during redemption, creating a balanced mechanism where both the redeemer and the borrower have something to gain. Redemption Mode differs from Liquidation in several ways: Redemption is triggered by USH falling below $1 and involves repaying borrower accounts to restore the peg. Both the redeemer and the borrower benefit, with the redeemer profiting from the price difference, and the borrower receiving a bonus from their collateral. Liquidation occurs when a borrower’s collateral falls below a certain threshold, making them risky. During liquidation, a portion of the borrower’s loan is repaid, and the collateral is seized, while also incurring a liquidation penalty. Redemption Mode uses a data structure known as a Red-Black Tree to efficiently monitor and rank all borrower positions within the protocol smart contract itself. This structure dynamically tracks borrowers based on their Borrow Limit Used, which is the percentage of collateral they have utilized relative to their borrowing capacity. The system prioritizes borrowers with the highest Borrow Limit Used, meaning those who have borrowed the most relative to their collateral are considered first for redemption. USH Airdrop Regarding the USH Airdrop, we would like to inform you that snapshots will end once USH is deployed on the Public Mainnet. The airdrop will be concluded shortly after, once all liquidity pools are stable and we determine the optimal moment to distribute the rewards to the community. USH Staking Module & Booster V2 The USH Staking Module will play a critical role in maintaining deep liquidity for USH while offering users high-yield opportunities. By staking USH LP tokens, such as USH/USDC and USH/EGLD, users can earn rewards generated by USH facilitators. This approach strengthens USH’s liquidity pools, making them robust enough to handle significant trades without destabilizing its price, thus reinforcing USH’s peg and overall stability. Beyond creating robust liquidity, the USH Staking Module serves as the key utility module within the USH ecosystem, designed to provide users with an opportunity to earn high yields on their USH holdings in a sustainable and organic way. All rewards distributed through the module are generated by various products across the Hatom ecosystem, ensuring long-term sustainability. For users seeking a more stable yield, the USH/USDC LP provides lower risk and steady returns. Those looking to leverage their EGLD holdings can opt for the USH/EGLD LP, which can be staked in the USH Staking Module. A key advantage of staking in the USH Staking Module is that rewards are based on the full value of the LP, not just the USH portion, maximizing your yield potential. As we continue to grow, we’ll be adding more LPs, providing users with even greater flexibility and options for staking their USH in the module. While our current focus is on LP tokens, we’re also exploring the possibility of allowing direct USH staking in the future, expanding the staking opportunities across the ecosystem. The Integration of Booster V2 with the Staking Module Booster V2 will be available for testing with the USH Devnet release, and with its introduction, we’ve strengthened the relationship between the HTM token and USH. Our ecosystem now features two independent boosters: one for the Lending Protocol and one for the USH Staking Module, each operating with the goal of maximizing yields for users. Key Improvements in Booster V2 Booster V2 brings several enhancements that elevate the functionality and user experience: Support for Multiple Token Types: Users will be able to deposit Pool Tokens, Farm Tokens, Dual Farm Tokens, or Staked HTM Tokens (via xExchange). Only the HTM portion will be considered for boosting. Unlimited Staking: The cap on HTM deposits will be removed, allowing users to stake without limits. This will foster a competitive environment where the more HTM you stake, the higher your potential APY. Integrated xExchange Management: Users will be able to manage their xExchange positions directly from the Booster dashboard. This will include creating pools, farming, dual farming, and staking HTM tokens, all from one convenient dashboard. Energy Management Integration: Booster V2 will allow users to manage their xExchange Energy directly from the dashboard, providing an additional way to boost rewards even further. Seamless Migration: Users will be able to migrate HTM between the Lending Protocol Booster and the USH Staking Module Booster without any cooldown periods, making it easier to optimize strategies across both modules. How the Yields Work Booster V2 will introduce a more structured and competitive approach to yield distribution across both the Lending Protocol and the Staking Module. HTM Booster in the Lending Protocol Base APY (First Batch): This is available to all users who stake a specific percentage of HTM relative to their collateral value. Any user can achieve this Base APY by staking the required amount of HTM. Boosted APY (Second Batch): After achieving the base level, users can boost their returns further by staking additional HTM, competing for the second batch of rewards. The more HTM staked beyond the base threshold, the higher the potential yield. USH Staking Module Yields Staking APY: Users who deposit USH-related LP tokens without boosting through the HTM Booster will still receive a Staking APY. This ensures that even passive participants which are not looking to stake their HTM in the Booster can take advantage of the USH Ecosystem to generate yields. Booster APY: Similar to the system in the Lending Protocol, users can stake HTM to unlock a Base APY. Beyond this threshold, any additional HTM staked will increase their APY in a competitive manner, allowing users to maximize their returns based on the amount of HTM they commit to boosting their positions. Rollout Plan for USH USH will be deployed in a phased rollout to ensure smooth implementation: Public Devnet: Open for testing, with incentives for participants to explore and stress-test the platform. Private Mainnet: A limited launch with partners to mint USH, bootstrap USH liquidity and generate initial protocol revenue. Public Mainnet: A full-scale launch, enabling all users to mint, stake, and trade USH. We know DeFi can be complex, which is why we’re committed to providing the tools and resources needed to navigate our ecosystem. With the USH Public Devnet launch, we’ll release updated documentation offering clear guidance on Hatom’s products. Developer documentation is also in the works, and we’re exploring the idea of a Hatom Academy for educational resources. Plus, we’ll soon roll out content focused on USH, helping users fully tap into its potential within Hatom and the MultiversX ecosystem. What’s Next? Hatom Pulse As Hatom grows, our focus remains on pushing DeFi boundaries while expanding across multiple ecosystems. Although this update doesn’t include a full roadmap—that will come later—our priority is clear: expanding Hatom across chains. To stand out in the competitive DeFi landscape, we’re committed to developing standout products. With that in mind, we’re excited to give you an exclusive preview of one of our most innovative products in development: Hatom Pulse. Over-collateralized non-custodial lending protocols, liquid staking, and over-collateralized stablecoins already exist on #Ethereum. What sets us apart is the synergy between these components within a unified ecosystem. By integrating these pillars, we tackle capital inefficiencies, allowing one protocol to enhance strategies that benefit the others, maximizing returns across the board. For example, when USH is minted, it means that EGLD is deposited, liquid-staked, and supplied in the lending protocol—all three protocols working in harmony. Hatom Pulse will elevate this synergy to another level, solving key issues faced by Aave, Compound Labs , and other leading protocols. We believe this innovation will be pivotal as we work to gain market share while expanding cross-chain. Our proof of concept will be deployed and battle-tested on #MultiversX, but the real growth will come when we scale this to markets that are thousands of times larger. This will be a turning point for Hatom. So, what is Hatom Pulse? On Hatom, like on Aave and other leading lending protocols, the largest assets used as collateral are often not borrowed, leading to substantial revenue loss for the protocol. This also results in very low income on the supply side, as borrowing fees depend on utilization rates, which only increase when borrowing activity rises. Generally, lending protocols are used to provide assets for borrowing stablecoins or for leveraging liquid staking strategies. This inefficiency locks up billions of dollars in dormant assets, and users earn very low supply rates on their collateral, which doesn’t help offset their loan interest. Hatom Pulse is designed to address these inefficiencies by leveraging the synergy between our existing products. It creates sophisticated vaults that activate dormant assets, unlocking advanced yield opportunities through a delta-neutral strategy. By utilizing assets like $EGLD, $sEGLD, $wTAO, and $swTAO, Hatom Pulse enables users to engage in delta-neutral strategies, where we long and short these assets on (CEXs), earning funding rates and staking rewards while keeping their assets intact. (The exact strategy, along with all the details, will be shared once USH is fully established). Initially, these vaults will operate on CEXs, where liquidity is highest, and will be managed through custodians like Copper.co to mitigate counterparty risks. Later, we plan to extend this to DEXs where all operations will be governed by smart contracts, ensuring full decentralization. serves as a strong proof of concept for us in this regard. However, our strategy will differ, as our focus will be on protecting the unit value, rather than the dollar value. Although Hatom Pulse is still in its research phase, early estimates suggest that this product alone could generate over 18% annual returns on $EGLD and more than 35% on $wTAO, with what we believe to be minimal risk. It’s important to note that these figures reflect current metrics based on internal calculations and may slightly differ upon product launch. But imagine reaching this on #Ethereum, while allowing users to borrow using their assets—this could be a disruptive protocol. We believe Hatom Pulse has the potential to become a cornerstone product as we transition into an omni-chain future. In a competitive DeFi landscape, it could give us a significant edge by offering something truly groundbreaking, capable of competing with well-established protocols across various chains. This strategy represents immense untapped potential. Hatom Pulse is being developed for risk-averse users who seek higher returns without excessive risk. By addressing inefficiencies in current DeFi strategies, we aim to offer a secure, robust option for yield generation that could rival established protocols. It's been an intense year for our team, and we sincerely thank the community for their patience, trust, and unwavering support as we've worked hard to build and deliver these groundbreaking products. As Hatom's omni-chain expansion nears, we remain focused on improving our existing products and researching new innovations to stay ahead in this competitive market. Our goal is to build a comprehensive DeFi ecosystem, accessible across all blockchains. With USH approaching its Mainnet release, we're proud of how our products have reshaped the DeFi landscape on MultiversX. By filling key gaps in the on-chain economy, we've created opportunities for users to generate yield, unlock the potential of decentralized finance, and provide strong utility for EGLD. In just over a year, we’ve built a strong ecosystem, but this is only the beginning. We’re ready to go even further, developing better products and unlocking new opportunities for our users. We’ll share more about our expansion plans in a dedicated post, staying focused on what matters most. Rest assured, what’s coming will be truly impressive for Hatom and our growing community!
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🚨 Protocol Update #9 It's incredible how time flies when you’re laser-focused on building and delivering the essential products that form the backbone of decentralized finance. Hatom has now been live on the Mainnet for over a year, and we're proud to say that this entire period has been free of issues or downtime. Our platform has been battle-tested during volatile market conditions, and each of our products has performed exactly as expected—solidifying our place as a cornerstone in the #MultiversX ecosystem. Describing last year as “incredible” feels like an understatement. We’ve witnessed unprecedented growth across the entire #MultiversX ecosystem, particularly in terms of TVL and yield opportunities. The day before Hatom launched its Lending Protocol and Liquid Staking on Mainnet, #MultiversX had a total TVL of $95 million. Within two weeks, the ecosystem surpassed $200 million in TVL, with Hatom driving over 50% of that growth. At its peak, Hatom reached over $280 million in TVL, accounting for more than 70% of the chain’s total TVL. What's even more remarkable is that, after initially using Treasury funds to incentivize users, Hatom has shifted to distributing rewards solely from protocol revenue. This marks the start of a fully sustainable, real-yield model, proving our products' rapid product-market fit and long-term viability. A Recap of the Past Year Here’s a quick overview of what we’ve accomplished in the past year: • Launched the first Lending Protocol in the #MultiversX ecosystem, along with the Liquid Staking Protocol on Mainnet. • Surpassed $100 million in TVL within just five days of the launch. • Deployed the HTM Booster Module and Accumulator. • Launched the Tao Bridge and Tao Liquid Staking, bringing over 33k $TAO into the #MultiversX ecosystem in just two weeks. • Implemented multiple upgrades to core infrastructure. • $HTM became the second-largest ESDT token after $EGLD. • Distributed over $3.85 million in rewards to our users. We are happy to announce that Hatom V2 is now live! After an incredible year of growth, we’re excited to take the next step toward becoming the leading liquidity hub across multiple chains. We invite you to explore our newly rebranded website at marking the beginning of our omni-chain journey. This rebranding reflects our bold vision and sets the stage for a full overhaul of our dApps, delivering a fresh and enhanced experience for all users. Achieving self-sustainability in such a short time, we now focus on research and development. Instead of pursuing many ideas, we’re committed to building high-impact products that create perfect synergies within our ecosystem. With that said, let’s dive into the key topics of this update: USH and Booster V2. Hatom USD (USH) We’ve highlighted USH in several updates, and it’s great to see the community recognizing its potential. USH is set to be one of the most impactful products on #MultiversX, providing a key revenue stream for Hatom while helping us maintain competitive rates and long-term sustainability. USH is the result of extensive research and careful development, designed to seamlessly fit into the Hatom ecosystem. While many DeFi projects are raising millions for new stablecoins, USH stands as another powerful product within our hub. The time has finally come for USH to be unveiled to the public, and we are excited to announce that USH will officially launch on Devnet on 28th October. While we’ve thoroughly tested for bugs internally, we’re excited to engage the community in this critical phase. To encourage participation, we’ll offer incentives for those testing USH on the Devnet, with more details to be shared at launch. Understanding USH's architecture is key to how it functions within our ecosystem. Let’s break it down step by step, starting with an explanation of each component. Facilitators USH’s minting process is driven by Facilitators—smart contracts responsible for the controlled minting and burning of USH. At launch, two primary facilitators will handle these tasks, each with distinct functionality: 1. Lending Protocol Facilitator The Lending Protocol Facilitator allows users to mint USH using a variety of supported collateral assets directly into the Hatom Lending Protocol. Unlike traditional lending mechanisms, where interest rates fluctuate based on the utilization rate, the minting of USH has fixed interest rates, thanks to Hatom's unique role as the entity managing the minting process. In a scenario where a user is minting USH through this facilitator using multiple assets as collateral, the protocol automatically prioritizes collateral with the lowest Minting APY. Let’s consider an example where a user deposits: - $1,000 in USDC (with a collateral factor of 80% and a 2% Minting APY) - $1,000 in BTC (with a collateral factor of 75% and a 3% Minting APY) - $1,000 in HTM (with a collateral factor of 70% and a 4% Minting APY) Based on these parameters, the user can mint a maximum of $2,250 worth of USH, distributed as follows: - $800 from $USDC (80% of $1,000) at 2% Minting APY - $750 from $BTC (75% of $1,000) at 3% Minting APY - $700 from $HTM (70% of $1,000) at 4% Minting APY The overall Minting APY will be a weighted average of these individual APYs, calculated based on the proportion of USH minted from each collateral type. Now, if the user decides to borrow only $1,000 worth of USH, the APY is determined as follows: - The first $800 will be borrowed from $USDC at 2% APY - The remaining $200 will be borrowed from $BTC at 3% APY This results in an effective Minting APY of 2.2%, reflecting a weighted average of the APYs across the borrowed amounts. It’s important to note that EGLD and wTAO, along with their liquid staking derivatives such as sEGLD and swTAO, can only be used as collateral in the Isolated Pools (which will be explained in the next section), not in the Lending Protocol 2. Isolated Pools Facilitator The Isolated Pools Facilitator allows users to mint $USH at zero interest using $EGLD, $wTAO, or their liquid staking derivatives ( $sEGLD or $swTAO) as collateral. Here’s how it works: When depositing EGLD or wTAO • These assets are staked through the Hatom Liquid Staking Protocol, generating the staking APY. • The staked assets are then deposited into the Lending Protocol, earning a supply APY, but are not activated as collateral. When depositing sEGLD or swTAO • When users deposit staking derivatives into the Isolated Pools, the protocol holds the staking derivatives, but the user's exposure is immediately shifted to the underlying asset ( $EGLD or $wTAO). This means the user no longer benefits from the staking rewards of the derivative, and instead, their exposure is entirely tied to the value and price movements of the underlying asset. • The staked assets are deposited into the Hatom Lending Protocol, earning the supply APY, but again not being activated as collateral. Since the protocol generates revenue from staking and supplying assets in the Lending Protocol, this income is used to incentivize the USH Staking Module. The protocol buys HTM tokens from the open market and distributes them, along with all fees generated by other facilitators, as rewards to stakers. We believe that the Isolated Pools Facilitator is one of the most important pieces of the USH ecosystem. Its potential impact on the TVL within both the Hatom ecosystem and the broader #MultiversX blockchain is immense and the revenue generated by this facilitator through fees will significantly bolster the overall growth of the protocol. To illustrate the potential of Isolated Pools, let’s use the following example: • $50 million worth of $EGLD is deposited into the Isolated Pools, generating a 6% staking APY • $50 million worth of $wTAO is also deposited, earning a 15% staking APY The total staking rewards generated from these assets would be: • $EGLD staking rewards: $50 million × 6% = $3 million annually • $wTAO staking rewards: $50 million × 15% = $7.5 million annually In total, the protocol generates $10.5 million in staking rewards annually. These rewards are then used to buy back HTM tokens from the open market, driving significant buying pressure on the HTM token itself. The purchased HTM tokens are distributed to USH LP stakers in the USH Staking Module, alongside the revenue generated by the Lending Protocol Facilitator. TVL and Yield Impact As we explore the broader impact of USH and the Isolated Pools, it becomes evident how these mechanisms contribute to the overall growth of the Hatom ecosystem, particularly in terms of TVL and potential yield generation. Based on the above numbers, if $50 million worth of $EGLD and $50 million worth of $wTAO are deposited into the Isolated Pools with a 75% collateral factor, we could mint up to $75 million worth of $USH. However, to prioritize safety, we’ll mint only 50% of the maximum, resulting in $37.5 million worth of $USH. In an ideal scenario, but also very unlikely, the $37.5 million $USH would be deposited in the Staking Module to generate rewards. In order for $USH to be deposited in the Staking Module, it is paired with another token (e.g., $USDC or $EGLD) to form Liquidity Pool (LP) position, contributing $75 million to the USH Staking Module. Additionally, the $100 million deposited in the Isolated Pools cycles through Liquid Staking and into the Lending Protocol, contributing a total of $300 million in TVL. Total TVL Breakdown: • $300 million from assets flowing through Isolated Pools ($100m) → Liquid Staking ($100m) → Lending Protocol ($100m) • $75 million from LP positions in the USH Staking Module Total TVL = $375 million As mentioned above, the $100 million deposited in Isolated Pools generates approximately $10.5 million annually in staking rewards (6% APY from $sEGLD and 15% APY from $swTAO). If all minted $USH is deposited into the Staking Module, the $75 million staked would benefit from these rewards, resulting in a 14% APY for USH LP stakers. On top of the protocol’s rewards, liquidity providers earn additional fees from their LP positions on decentralized exchanges, creating the perfect opportunity for all the participants in the USH Staking Module looking for attractive yields. USH Stability: The Peg Mechanism Ensuring the stability of USH is paramount, and to maintain its value close to $1 under all market conditions, we’ve implemented a robust dual peg mechanism. This system consists of two key layers of protection—Soft Peg and Hard Peg—designed to keep USH stable through both market-driven incentives and other mechanisms for scenarios where the Soft Peg mechanism can’t reclaim the peg. 1. Soft Peg Mechanism The Soft Peg Mechanism helps keep USH stable around its $1 value by encouraging market participants to act when USH trades above or below $1. When USH trades below $1 Users can buy USH at a discount, on a DEX, and repay their USH loans on Hatom, as USH is always valued at $1 on the protocol. This action removes $USH from circulation, helping to restore its price. When USH trades above $1 Users can borrow USH from the protocol at $1 and sell it on the open market at the higher price, increasing the circulating supply of USH and pushing its price back down to $1. 2. Hard Peg Mechanism (Redemption Mode) In cases where the Soft Peg alone cannot restore USH to $1 and its price drops significantly below the peg, the Hard Peg Mechanism is triggered through Redemption Mode. This mechanism allows any market participant to step in and help restore the peg by repaying USH loans for other borrowers, seizing their collateral at the full $1 value. It's important to note that Redemption Mode is only activated in the Isolated Pools and does not impact users minting USH through the Lending Protocol. Here’s how Redemption Mode works: When USH trades below $1 and the Redemption Mode is activated, redeemers can buy USH at the lower market price (e.g., $0.95), and use it to repay borrowers' debts at the full $1 value within the protocol. The redeemer receives collateral in the form of liquid staked tokens(such as $sEGLD or $swTAO) equivalent to the USH they repaid at its full $1 value, profiting from the difference between the discounted purchase price and the redemption value. The borrower being redeemed also benefits by receiving a redemption bonus, which allows them to keep a portion of their collateral after part of it is seized after loan was repaid. This system ensures that borrowers are not penalized during redemption, creating a balanced mechanism where both the redeemer and the borrower have something to gain. Redemption Mode differs from Liquidation in several ways: Redemption is triggered by USH falling below $1 and involves repaying borrower accounts to restore the peg. Both the redeemer and the borrower benefit, with the redeemer profiting from the price difference, and the borrower receiving a bonus from their collateral. Liquidation occurs when a borrower’s collateral falls below a certain threshold, making them risky. During liquidation, a portion of the borrower’s loan is repaid, and the collateral is seized, while also incurring a liquidation penalty. Redemption Mode uses a data structure known as a Red-Black Tree to efficiently monitor and rank all borrower positions within the protocol smart contract itself. This structure dynamically tracks borrowers based on their Borrow Limit Used, which is the percentage of collateral they have utilized relative to their borrowing capacity. The system prioritizes borrowers with the highest Borrow Limit Used, meaning those who have borrowed the most relative to their collateral are considered first for redemption. USH Airdrop Regarding the USH Airdrop, we would like to inform you that snapshots will end once USH is deployed on the Public Mainnet. The airdrop will be concluded shortly after, once all liquidity pools are stable and we determine the optimal moment to distribute the rewards to the community. USH Staking Module & Booster V2 The USH Staking Module will play a critical role in maintaining deep liquidity for USH while offering users high-yield opportunities. By staking USH LP tokens, such as USH/USDC and USH/EGLD, users can earn rewards generated by USH facilitators. This approach strengthens USH’s liquidity pools, making them robust enough to handle significant trades without destabilizing its price, thus reinforcing USH’s peg and overall stability. Beyond creating robust liquidity, the USH Staking Module serves as the key utility module within the USH ecosystem, designed to provide users with an opportunity to earn high yields on their USH holdings in a sustainable and organic way. All rewards distributed through the module are generated by various products across the Hatom ecosystem, ensuring long-term sustainability. For users seeking a more stable yield, the USH/USDC LP provides lower risk and steady returns. Those looking to leverage their EGLD holdings can opt for the USH/EGLD LP, which can be staked in the USH Staking Module. A key advantage of staking in the USH Staking Module is that rewards are based on the full value of the LP, not just the USH portion, maximizing your yield potential. As we continue to grow, we’ll be adding more LPs, providing users with even greater flexibility and options for staking their USH in the module. While our current focus is on LP tokens, we’re also exploring the possibility of allowing direct USH staking in the future, expanding the staking opportunities across the ecosystem. The Integration of Booster V2 with the Staking Module Booster V2 will be available for testing with the USH Devnet release, and with its introduction, we’ve strengthened the relationship between the HTM token and USH. Our ecosystem now features two independent boosters: one for the Lending Protocol and one for the USH Staking Module, each operating with the goal of maximizing yields for users. Key Improvements in Booster V2 Booster V2 brings several enhancements that elevate the functionality and user experience: Support for Multiple Token Types: Users will be able to deposit Pool Tokens, Farm Tokens, Dual Farm Tokens, or Staked HTM Tokens (via xExchange). Only the HTM portion will be considered for boosting. Unlimited Staking: The cap on HTM deposits will be removed, allowing users to stake without limits. This will foster a competitive environment where the more HTM you stake, the higher your potential APY. Integrated xExchange Management: Users will be able to manage their xExchange positions directly from the Booster dashboard. This will include creating pools, farming, dual farming, and staking HTM tokens, all from one convenient dashboard. Energy Management Integration: Booster V2 will allow users to manage their xExchange Energy directly from the dashboard, providing an additional way to boost rewards even further. Seamless Migration: Users will be able to migrate HTM between the Lending Protocol Booster and the USH Staking Module Booster without any cooldown periods, making it easier to optimize strategies across both modules. How the Yields Work Booster V2 will introduce a more structured and competitive approach to yield distribution across both the Lending Protocol and the Staking Module. HTM Booster in the Lending Protocol Base APY (First Batch): This is available to all users who stake a specific percentage of HTM relative to their collateral value. Any user can achieve this Base APY by staking the required amount of HTM. Boosted APY (Second Batch): After achieving the base level, users can boost their returns further by staking additional HTM, competing for the second batch of rewards. The more HTM staked beyond the base threshold, the higher the potential yield. USH Staking Module Yields Staking APY: Users who deposit USH-related LP tokens without boosting through the HTM Booster will still receive a Staking APY. This ensures that even passive participants which are not looking to stake their HTM in the Booster can take advantage of the USH Ecosystem to generate yields. Booster APY: Similar to the system in the Lending Protocol, users can stake HTM to unlock a Base APY. Beyond this threshold, any additional HTM staked will increase their APY in a competitive manner, allowing users to maximize their returns based on the amount of HTM they commit to boosting their positions. Rollout Plan for USH USH will be deployed in a phased rollout to ensure smooth implementation: Public Devnet: Open for testing, with incentives for participants to explore and stress-test the platform. Private Mainnet: A limited launch with partners to mint USH, bootstrap USH liquidity and generate initial protocol revenue. Public Mainnet: A full-scale launch, enabling all users to mint, stake, and trade USH. We know DeFi can be complex, which is why we’re committed to providing the tools and resources needed to navigate our ecosystem. With the USH Public Devnet launch, we’ll release updated documentation offering clear guidance on Hatom’s products. Developer documentation is also in the works, and we’re exploring the idea of a Hatom Academy for educational resources. Plus, we’ll soon roll out content focused on USH, helping users fully tap into its potential within Hatom and the MultiversX ecosystem. What’s Next? Hatom Pulse As Hatom grows, our focus remains on pushing DeFi boundaries while expanding across multiple ecosystems. Although this update doesn’t include a full roadmap—that will come later—our priority is clear: expanding Hatom across chains. To stand out in the competitive DeFi landscape, we’re committed to developing standout products. With that in mind, we’re excited to give you an exclusive preview of one of our most innovative products in development: Hatom Pulse. Over-collateralized non-custodial lending protocols, liquid staking, and over-collateralized stablecoins already exist on #Ethereum. What sets us apart is the synergy between these components within a unified ecosystem. By integrating these pillars, we tackle capital inefficiencies, allowing one protocol to enhance strategies that benefit the others, maximizing returns across the board. For example, when USH is minted, it means that EGLD is deposited, liquid-staked, and supplied in the lending protocol—all three protocols working in harmony. Hatom Pulse will elevate this synergy to another level, solving key issues faced by Aave, Compound Labs , and other leading protocols. We believe this innovation will be pivotal as we work to gain market share while expanding cross-chain. Our proof of concept will be deployed and battle-tested on #MultiversX, but the real growth will come when we scale this to markets that are thousands of times larger. This will be a turning point for Hatom. So, what is Hatom Pulse? On Hatom, like on Aave and other leading lending protocols, the largest assets used as collateral are often not borrowed, leading to substantial revenue loss for the protocol. This also results in very low income on the supply side, as borrowing fees depend on utilization rates, which only increase when borrowing activity rises. Generally, lending protocols are used to provide assets for borrowing stablecoins or for leveraging liquid staking strategies. This inefficiency locks up billions of dollars in dormant assets, and users earn very low supply rates on their collateral, which doesn’t help offset their loan interest. Hatom Pulse is designed to address these inefficiencies by leveraging the synergy between our existing products. It creates sophisticated vaults that activate dormant assets, unlocking advanced yield opportunities through a delta-neutral strategy. By utilizing assets like $EGLD, $sEGLD, $wTAO, and $swTAO, Hatom Pulse enables users to engage in delta-neutral strategies, where we long and short these assets on (CEXs), earning funding rates and staking rewards while keeping their assets intact. (The exact strategy, along with all the details, will be shared once USH is fully established). Initially, these vaults will operate on CEXs, where liquidity is highest, and will be managed through custodians like Copper.co to mitigate counterparty risks. Later, we plan to extend this to DEXs where all operations will be governed by smart contracts, ensuring full decentralization. serves as a strong proof of concept for us in this regard. However, our strategy will differ, as our focus will be on protecting the unit value, rather than the dollar value. Although Hatom Pulse is still in its research phase, early estimates suggest that this product alone could generate over 18% annual returns on $EGLD and more than 35% on $wTAO, with what we believe to be minimal risk. It’s important to note that these figures reflect current metrics based on internal calculations and may slightly differ upon product launch. But imagine reaching this on #Ethereum, while allowing users to borrow using their assets—this could be a disruptive protocol. We believe Hatom Pulse has the potential to become a cornerstone product as we transition into an omni-chain future. In a competitive DeFi landscape, it could give us a significant edge by offering something truly groundbreaking, capable of competing with well-established protocols across various chains. This strategy represents immense untapped potential. Hatom Pulse is being developed for risk-averse users who seek higher returns without excessive risk. By addressing inefficiencies in current DeFi strategies, we aim to offer a secure, robust option for yield generation that could rival established protocols. It's been an intense year for our team, and we sincerely thank the community for their patience, trust, and unwavering support as we've worked hard to build and deliver these groundbreaking products. As Hatom's omni-chain expansion nears, we remain focused on improving our existing products and researching new innovations to stay ahead in this competitive market. Our goal is to build a comprehensive DeFi ecosystem, accessible across all blockchains. With USH approaching its Mainnet release, we're proud of how our products have reshaped the DeFi landscape on MultiversX. By filling key gaps in the on-chain economy, we've created opportunities for users to generate yield, unlock the potential of decentralized finance, and provide strong utility for EGLD. In just over a year, we’ve built a strong ecosystem, but this is only the beginning. We’re ready to go even further, developing better products and unlocking new opportunities for our users. We’ll share more about our expansion plans in a dedicated post, staying focused on what matters most. Rest assured, what’s coming will be truly impressive for Hatom and our growing community!

Hatom Labs

182,869 views • 1 year ago

As we prepare to launch several projects, we're eager to provide a general update to our community. We are steadily approaching our end goal, thanks to the daily progress we're making toward our vision. Achieving our objectives will bring about a significant transformation in cross-chain interoperability and the flow of liquidity within protocols. This will address crucial challenges and drive mass adoption. Our future-focused approach and effective team collaboration keep us moving forward in an organized manner. Let’s delve deeper into the state of development of our current products and upcoming projects. Tao Bridge Starting with the Tao Bridge, which enables the #Bittensor community to unlock DeFi opportunities with their $TAO via a highly efficient blockchain like #MultiversX, known for its security, speed, and affordability. We deeply admire #Bittensor and believe a project like that is crucial for the future of not just the crypto space but also humanity, as it addresses the major challenges AI faces today: centralization, siloed and isolated work, which pose risks and hinder the technology's potential. We are committed to the vision of subnets and dynamic $TAO, convinced that this ecosystem is as groundbreaking as #Ethereum or #Bitcoin. We will continue to support #Bittensor wherever possible, and our bridge will also expand to other chains with Hatom V2. The TAO Bridge, deployed on and accessible through will launch on the Mainnet in 14 days, on March 27th. You can follow the countdown on the lending page at Given that our main priorities are security and stability, this period will be primarily focused on quality assurance to ensure a flawless Mainnet launch. The launch will also introduce TAO Liquid Staking at along with the integration of both $wTAO and $swTAO on the lending page. This allows #Bittensor users to leverage liquid stake, employ short or long strategies, among other DeFi strategies, or simply access stablecoin liquidity while maintaining exposure to their $TAO. Up to $1M will be distributed as additional incentives on top of the supply APYs at the launch of the $wTAO and $swTAO money markets, with $200K allocated for the first month specifically for bootstrapping. Initially, 70% of rewards will go to liquidity providers, and 30% to those using $HTM to boost their lending positions. This changes to a 50-50 split in the second month, and by the third month, all incentives are directed through the Booster. This approach encourages early participation and sustained engagement with $HTM. Introducing $TAO to #MultiversX will result in the creation of Liquidity Pools (LPs) on both AshSwap 🔥 and xExchange ⚡. These LPs will be incentivized by both entities, and Hatom will distribute extra rewards at launch. The goal is to make #MultiversX a one-stop hub for $TAO holders. Upon stabilizing the volumes, there will also be plans to integrate it on AshPerp 🔥. Furthermore, with the release of $USH, users will have the ability to mint it while retaining exposure to their $TAO. The TAO Bridge and TAO Liquid Staking smart contracts have been audited by Runtime Vеrification and @arda_project, while penetration testing and DevSecOps have been performed on our infrastructure by CertiK. We're excited to announce our exclusive partnership with TAONEW one of the top 5 validators on #Bittensor. TAONEW has been extremely helpful and supportive from day one. By sharing 50% of its service fee with its stakers, TAONEW enables Hatom to offer an optimized Staking APY to its users. Since our initial reference, #Bittensor has grown sevenfold, becoming the largest AI project in the crypto sphere. We reiterate our commitment to contribute to such technology and hope to address some of its current DeFi challenges. Syfy Moving forward, today marks a significant milestone, not only for our decentralized protocols but also for our development companies, which currently stand as the sole and primary contributors to the Hatom Labs and Soul Labs. We’re excited to unveil Syfy, the evolved identity of Hatom Labs and Soul Labs, now serving as the parent entity for our burgeoning development companies. Organization is crucial for scalability, which is why Syfy was established to cultivate an environment where our teams can collaborate more seamlessly, enhancing our effectiveness and efficiency. At the same time, we remain committed to upholding the financial independence of each project, supported by its own community of funding contributors. Feel free to explore our website at for more information! Additionally, don't forget to follow Syfy and explore their Genesis article highlighted in their initial post: Booster V2 The Booster V2 will introduce a range of new features and opportunities for $HTM holders: Optimized Position Boosting: Previously, boosting was done individually for each money market, necessitating $HTM token distribution and periodic rebalancing due to price fluctuations. With Booster V2, the system now considers the overall position, eliminating the need for manual rebalancing. Gas Fee Reduction: Booster V2 implements optimizations that result in reduced gas fees, making transactions more cost-effective for users. Incorporation of Governance: Users staking $HTM tokens gain voting rights directly within the Booster, allowing them to participate in governance decisions while maintaining their staked positions. (Note: Only $HTM tokens are considered for governance; LP tokens are not included.) Enhanced Boosting Mechanism: The Booster V2 enables LP Tokens to boost positions within the Booster, leveraging trading fees from swaps and farm incentives while boosting lending positions. Smart Contract Completion: The Booster smart contract has been completed and audited by @arda_project, ensuring security and reliability. Frontend Implementation: The frontend design for Booster V2 has been successfully implemented, providing users with an intuitive interface. Collaboration with xExchange: Exploration is ongoing for collaboration with xExchange ⚡ to enable LP creation, farming, and meta-staking within the Booster. Upon finalization of testing, we will launch the Booster V2 on the devnet to gather community feedback and begin preparations for the mainnet release. Soul Before delving into Soul Labs's developments, it's essential to summarize its core functionality briefly: Soul Labs seamlessly connects different lending protocols and blockchains, facilitating lending and borrowing across platforms like Aave, Compound Labs, and Hatom Labs, consolidating liquidity and users' borrowing capabilities. Utilizing LayerZero Labs and other messaging layers for cross-chain communication, Soul Labs bypasses asset bridging or synthetics, unlocking novel DeFi strategies and solidifying its position as the ultimate solution for cross-lending dilemmas. Soul V1 will be permissionless, holding censorship-resistant features, incorporating multiple redundancy mechanisms, and providing support for various DApps. We're thrilled to announce that, following the launch of the Tao Bridge in 2-3 weeks, we will introduce the Soul Labs website. This platform has been meticulously crafted over 250 days to not only provide a comprehensive overview of our vision but also to offer an engaging and captivating experience that promises to be memorable. Regarding the app, significant progress has been made on the V1 protocol, including: Smart Contract Development and Testing: • Completion of the initial phase of smart contract development. • Conducting advanced testing to ensure the system's robustness. • Establishment of a fully functional proof of concept. Successful deployment and testing on the #Goerli (#Ethereum Testnet) and #Mumbai (#Polygon Testnet), leveraging LayerZero Labs for seamless operation. Feature Enhancement and Protocol Optimization: • Enhanced testing procedures to bolster system resilience. • Integration of advanced features and significant code refactoring for optimization. • Incorporation of various communication methods, including LayerZero Labs, Formerly Axelar, now at @axelar, Chainlink CCIP), and wormholecrypto, into Soul Labs framework, enhancing its resilience and flexibility. This allows Soul Labs to maintain operation through alternative protocols if the primary one is temporarily paused. Website Development and Documentation: • Nearing the completion of the v1 app, with final touches being applied. • The preparation of comprehensive V1 documentation and the Yellow Paper, available upon Soul Labs's public launch, offering detailed insights into the platform's infrastructure and capabilities. USH Recognizing the critical need for stable liquidity within the ecosystem, we have positioned ourselves at the forefront of providing a solution by introducing $USH, the first native, decentralized, and over-collateralized stablecoin on #MultiversX. As market conditions have improved, we have observed a growing demand for stablecoins in the ecosystem, evidenced by the utilization rate in the Lending Protocol spiking to over 90% several times in recent months. Therefore, our goal is to tackle the current challenges faced by users by creating a robust product that will not only help them hedge against market volatility but also open up better opportunities to trade the markets and generate yield. We're happy to unveil the $USH website, now live with a sleek and intuitive user interface, designed for ease of use, which ensures that interacting with the protocol is straightforward and accessible for all. You can access it now through this link: For the technical side, we’re advancing steadily and we’ve accomplished the following milestones: Lending Protocol Facilitator: • Coded the first version to support multiple discount factors for different collaterals. • Implemented tracking of borrowing effectiveness to enable earnings forecasting for the module and support minting processes. Isolated Pools Facilitator: • Coded the first version of Isolated Pools Facilitator. • Use of $EGLD or $sEGLD as collateral, with positions stored always in $EGLD to benefit the protocol through Liquid Staking and lending interest. • Virtual account implementation for converting $sEGLD earnings into $USH, functioning like liquidation where users deposit $USH for a higher amount of $HsELGD. Staking Module • Coded the first version of the Staking Module that allows users to stake and unstake without any restrictions. We're currently focusing our efforts on the following tasks: • Implementation of HTM Booster in the discount model in the Lending Protocol. • Implementation of different depeg strategies and brainstorming further potential “soft” depeg mechanisms. • Research and implementation of rewards model for Staking Module. • Research and implementation of Boosted Vaults Facilitator. • Review and stress-test the first version of the code. Upon launch, $USH will be integrated into various protocols and AMMs across the ecosystem, further increasing both its utility and liquidity. The opportunities will be vast, enabling users to engage in a wide range of activities such as yield farming, staking, and arbitrage, all while leveraging a stable and reliable asset. Regarding the USH Airdrop campaign, it will continue until the official launch of $USH planned for late Q2-early Q3, rewarding all users who have actively participated in the initiative. Hatom V2 It is clear by now that we are driven to build a more robust, interoperable, and secure DeFi space, removing the current barriers that hinder users' capabilities to seamlessly interact with different blockchains. Through Hatom V2, we will introduce Hatom's cross-chain architecture, designed from the ground up for interoperability. This approach will elevate the protocol to unprecedented levels, enabling its deployment across various blockchains and facilitating seamless connections between them through Soul. By enhancing interoperability, Hatom V2 aims to foster a more inclusive and accessible ecosystem. This expansion will not only broaden the protocol's reach but also significantly increase its flexibility and utility, allowing users to interact with a diverse range of assets and products across different chains. We’re thrilled to share that we are currently crafting the V2 redesign of the Hatom webpage. Anticipate a jaw-dropping transformation that will truly astonish, blending cutting-edge design with an unparalleled user experience, elevating it to a dynamic, interactive hub, and making every interaction more engaging. Good things take time, but we are confident that the release of V2 website will take place in the second quarter of this year and will officially mark the start of our journey into the cross-chain landscape. We are excited about the future and we truly believe that this will mark the beginning of a new era for Hatom. It's crucial for us to develop rapidly without sacrificing the quality or the security of each product. We're strategically allocating resources to ensure smooth progress in every area of our work. As we push forward, we believe that the launch of Soul Labs will be the most important milestone due to its massive potential and disruptive technology. We would like to thank you all for the unwavering support you've shown over the past few months; it truly fuels our passion to push daily and make strides toward achieving our ambitious goals.
0:11

As we prepare to launch several projects, we're eager to provide a general update to our community. We are steadily approaching our end goal, thanks to the daily progress we're making toward our vision. Achieving our objectives will bring about a significant transformation in cross-chain interoperability and the flow of liquidity within protocols. This will address crucial challenges and drive mass adoption. Our future-focused approach and effective team collaboration keep us moving forward in an organized manner. Let’s delve deeper into the state of development of our current products and upcoming projects. Tao Bridge Starting with the Tao Bridge, which enables the #Bittensor community to unlock DeFi opportunities with their $TAO via a highly efficient blockchain like #MultiversX, known for its security, speed, and affordability. We deeply admire #Bittensor and believe a project like that is crucial for the future of not just the crypto space but also humanity, as it addresses the major challenges AI faces today: centralization, siloed and isolated work, which pose risks and hinder the technology's potential. We are committed to the vision of subnets and dynamic $TAO, convinced that this ecosystem is as groundbreaking as #Ethereum or #Bitcoin. We will continue to support #Bittensor wherever possible, and our bridge will also expand to other chains with Hatom V2. The TAO Bridge, deployed on and accessible through will launch on the Mainnet in 14 days, on March 27th. You can follow the countdown on the lending page at Given that our main priorities are security and stability, this period will be primarily focused on quality assurance to ensure a flawless Mainnet launch. The launch will also introduce TAO Liquid Staking at along with the integration of both $wTAO and $swTAO on the lending page. This allows #Bittensor users to leverage liquid stake, employ short or long strategies, among other DeFi strategies, or simply access stablecoin liquidity while maintaining exposure to their $TAO. Up to $1M will be distributed as additional incentives on top of the supply APYs at the launch of the $wTAO and $swTAO money markets, with $200K allocated for the first month specifically for bootstrapping. Initially, 70% of rewards will go to liquidity providers, and 30% to those using $HTM to boost their lending positions. This changes to a 50-50 split in the second month, and by the third month, all incentives are directed through the Booster. This approach encourages early participation and sustained engagement with $HTM. Introducing $TAO to #MultiversX will result in the creation of Liquidity Pools (LPs) on both AshSwap 🔥 and xExchange ⚡. These LPs will be incentivized by both entities, and Hatom will distribute extra rewards at launch. The goal is to make #MultiversX a one-stop hub for $TAO holders. Upon stabilizing the volumes, there will also be plans to integrate it on AshPerp 🔥. Furthermore, with the release of $USH, users will have the ability to mint it while retaining exposure to their $TAO. The TAO Bridge and TAO Liquid Staking smart contracts have been audited by Runtime Vеrification and @arda_project, while penetration testing and DevSecOps have been performed on our infrastructure by CertiK. We're excited to announce our exclusive partnership with TAONEW one of the top 5 validators on #Bittensor. TAONEW has been extremely helpful and supportive from day one. By sharing 50% of its service fee with its stakers, TAONEW enables Hatom to offer an optimized Staking APY to its users. Since our initial reference, #Bittensor has grown sevenfold, becoming the largest AI project in the crypto sphere. We reiterate our commitment to contribute to such technology and hope to address some of its current DeFi challenges. Syfy Moving forward, today marks a significant milestone, not only for our decentralized protocols but also for our development companies, which currently stand as the sole and primary contributors to the Hatom Labs and Soul Labs. We’re excited to unveil Syfy, the evolved identity of Hatom Labs and Soul Labs, now serving as the parent entity for our burgeoning development companies. Organization is crucial for scalability, which is why Syfy was established to cultivate an environment where our teams can collaborate more seamlessly, enhancing our effectiveness and efficiency. At the same time, we remain committed to upholding the financial independence of each project, supported by its own community of funding contributors. Feel free to explore our website at for more information! Additionally, don't forget to follow Syfy and explore their Genesis article highlighted in their initial post: Booster V2 The Booster V2 will introduce a range of new features and opportunities for $HTM holders: Optimized Position Boosting: Previously, boosting was done individually for each money market, necessitating $HTM token distribution and periodic rebalancing due to price fluctuations. With Booster V2, the system now considers the overall position, eliminating the need for manual rebalancing. Gas Fee Reduction: Booster V2 implements optimizations that result in reduced gas fees, making transactions more cost-effective for users. Incorporation of Governance: Users staking $HTM tokens gain voting rights directly within the Booster, allowing them to participate in governance decisions while maintaining their staked positions. (Note: Only $HTM tokens are considered for governance; LP tokens are not included.) Enhanced Boosting Mechanism: The Booster V2 enables LP Tokens to boost positions within the Booster, leveraging trading fees from swaps and farm incentives while boosting lending positions. Smart Contract Completion: The Booster smart contract has been completed and audited by @arda_project, ensuring security and reliability. Frontend Implementation: The frontend design for Booster V2 has been successfully implemented, providing users with an intuitive interface. Collaboration with xExchange: Exploration is ongoing for collaboration with xExchange ⚡ to enable LP creation, farming, and meta-staking within the Booster. Upon finalization of testing, we will launch the Booster V2 on the devnet to gather community feedback and begin preparations for the mainnet release. Soul Before delving into Soul Labs's developments, it's essential to summarize its core functionality briefly: Soul Labs seamlessly connects different lending protocols and blockchains, facilitating lending and borrowing across platforms like Aave, Compound Labs, and Hatom Labs, consolidating liquidity and users' borrowing capabilities. Utilizing LayerZero Labs and other messaging layers for cross-chain communication, Soul Labs bypasses asset bridging or synthetics, unlocking novel DeFi strategies and solidifying its position as the ultimate solution for cross-lending dilemmas. Soul V1 will be permissionless, holding censorship-resistant features, incorporating multiple redundancy mechanisms, and providing support for various DApps. We're thrilled to announce that, following the launch of the Tao Bridge in 2-3 weeks, we will introduce the Soul Labs website. This platform has been meticulously crafted over 250 days to not only provide a comprehensive overview of our vision but also to offer an engaging and captivating experience that promises to be memorable. Regarding the app, significant progress has been made on the V1 protocol, including: Smart Contract Development and Testing: • Completion of the initial phase of smart contract development. • Conducting advanced testing to ensure the system's robustness. • Establishment of a fully functional proof of concept. Successful deployment and testing on the #Goerli (#Ethereum Testnet) and #Mumbai (#Polygon Testnet), leveraging LayerZero Labs for seamless operation. Feature Enhancement and Protocol Optimization: • Enhanced testing procedures to bolster system resilience. • Integration of advanced features and significant code refactoring for optimization. • Incorporation of various communication methods, including LayerZero Labs, Formerly Axelar, now at @axelar, Chainlink CCIP), and wormholecrypto, into Soul Labs framework, enhancing its resilience and flexibility. This allows Soul Labs to maintain operation through alternative protocols if the primary one is temporarily paused. Website Development and Documentation: • Nearing the completion of the v1 app, with final touches being applied. • The preparation of comprehensive V1 documentation and the Yellow Paper, available upon Soul Labs's public launch, offering detailed insights into the platform's infrastructure and capabilities. USH Recognizing the critical need for stable liquidity within the ecosystem, we have positioned ourselves at the forefront of providing a solution by introducing $USH, the first native, decentralized, and over-collateralized stablecoin on #MultiversX. As market conditions have improved, we have observed a growing demand for stablecoins in the ecosystem, evidenced by the utilization rate in the Lending Protocol spiking to over 90% several times in recent months. Therefore, our goal is to tackle the current challenges faced by users by creating a robust product that will not only help them hedge against market volatility but also open up better opportunities to trade the markets and generate yield. We're happy to unveil the $USH website, now live with a sleek and intuitive user interface, designed for ease of use, which ensures that interacting with the protocol is straightforward and accessible for all. You can access it now through this link: For the technical side, we’re advancing steadily and we’ve accomplished the following milestones: Lending Protocol Facilitator: • Coded the first version to support multiple discount factors for different collaterals. • Implemented tracking of borrowing effectiveness to enable earnings forecasting for the module and support minting processes. Isolated Pools Facilitator: • Coded the first version of Isolated Pools Facilitator. • Use of $EGLD or $sEGLD as collateral, with positions stored always in $EGLD to benefit the protocol through Liquid Staking and lending interest. • Virtual account implementation for converting $sEGLD earnings into $USH, functioning like liquidation where users deposit $USH for a higher amount of $HsELGD. Staking Module • Coded the first version of the Staking Module that allows users to stake and unstake without any restrictions. We're currently focusing our efforts on the following tasks: • Implementation of HTM Booster in the discount model in the Lending Protocol. • Implementation of different depeg strategies and brainstorming further potential “soft” depeg mechanisms. • Research and implementation of rewards model for Staking Module. • Research and implementation of Boosted Vaults Facilitator. • Review and stress-test the first version of the code. Upon launch, $USH will be integrated into various protocols and AMMs across the ecosystem, further increasing both its utility and liquidity. The opportunities will be vast, enabling users to engage in a wide range of activities such as yield farming, staking, and arbitrage, all while leveraging a stable and reliable asset. Regarding the USH Airdrop campaign, it will continue until the official launch of $USH planned for late Q2-early Q3, rewarding all users who have actively participated in the initiative. Hatom V2 It is clear by now that we are driven to build a more robust, interoperable, and secure DeFi space, removing the current barriers that hinder users' capabilities to seamlessly interact with different blockchains. Through Hatom V2, we will introduce Hatom's cross-chain architecture, designed from the ground up for interoperability. This approach will elevate the protocol to unprecedented levels, enabling its deployment across various blockchains and facilitating seamless connections between them through Soul. By enhancing interoperability, Hatom V2 aims to foster a more inclusive and accessible ecosystem. This expansion will not only broaden the protocol's reach but also significantly increase its flexibility and utility, allowing users to interact with a diverse range of assets and products across different chains. We’re thrilled to share that we are currently crafting the V2 redesign of the Hatom webpage. Anticipate a jaw-dropping transformation that will truly astonish, blending cutting-edge design with an unparalleled user experience, elevating it to a dynamic, interactive hub, and making every interaction more engaging. Good things take time, but we are confident that the release of V2 website will take place in the second quarter of this year and will officially mark the start of our journey into the cross-chain landscape. We are excited about the future and we truly believe that this will mark the beginning of a new era for Hatom. It's crucial for us to develop rapidly without sacrificing the quality or the security of each product. We're strategically allocating resources to ensure smooth progress in every area of our work. As we push forward, we believe that the launch of Soul Labs will be the most important milestone due to its massive potential and disruptive technology. We would like to thank you all for the unwavering support you've shown over the past few months; it truly fuels our passion to push daily and make strides toward achieving our ambitious goals.

Hatom Labs

203,486 views • 2 years ago