Batsy (@batsy0x) 's Twitter Profile
Batsy

@batsy0x

prev: wm, prop, vc / rugged by ftx / solo thesis driven investor / alpha @alphatimes_

ID: 1426487388956725248

linkhttps://beacons.ai/batsy0x calendar_today14-08-2021 10:14:39

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Update on my $KMNO Position Sold a large majority of my stake at around $0.19 Mainly due to unlocks that are set to begin in April 25, this was always my plan. Great product, stellar team, but we are back in an environment where folks are starting to tell you that FDV does not

Update on my $KMNO Position

Sold a large majority of my stake at around $0.19

Mainly due to unlocks that are set to begin in April 25, this was always my plan. Great product, stellar team, but we are back in an environment where folks are starting to tell you that FDV does not
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True valuation plays have never been clearer in the market than they are now. Believe it or not, this market will mature over time, which is why we’re seeing certain protocols bounce hard right now. My primary concentrated plays today are: $HYPE $AAVE $KMNO $SOL In that

True valuation plays have never been clearer in the market than they are now.

Believe it or not, this market will mature over time, which is why we’re seeing certain protocols bounce hard right now.

My primary concentrated plays today are:

$HYPE
$AAVE
$KMNO
$SOL

In that
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As the FTX shitshow comes to an end I want to make one thing loud and clear, the estate has done a terrible job, and in all honestly, if I had known what the current outcome would be, I would’ve rather had SBF continue to run the casino. The FTX venture portfolio alone made us

As the FTX shitshow comes to an end

I want to make one thing loud and clear, the estate has done a terrible job, and in all honestly, if I had known what the current outcome would be, I would’ve rather had SBF continue to run the casino.

The FTX venture portfolio alone made us
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seeing gmx & hype comparisons on the timeline since dec 24, hype has generated $130m in fees, while gmx has earned $23m hype is probably the quickest project to implement a buyback program so swiftly after token launch $hype volumes & revenue continue to remain sticky post

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large airdrops are done until user retention temporarily flattens out dilution is what makes most airdrops unfavourable long live the $HYPE and $JTO airdrop, by far the best I’ve ever seen…

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most of these protocols have performed outstandingly well but are hindered by their poor tokenomics out of them all only $JTO is trading sideways like $LDO has been over the years has sbf been advising you all on tokenomic designs still be very careful who you follow on here,

most of these protocols have performed outstandingly well but are hindered by their poor tokenomics

out of them all only $JTO is trading sideways like $LDO has been over the years

has sbf been advising you all on tokenomic designs still

be very careful who you follow on here,
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can we starting making investor relations a norm in crypto world quarterly updates on operational costs, revenues, treasury, buybacks, utility updates let’s be more transparent, that’s what defi is all about after all

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another day, another marginfi ◼️ coffee as I sit here and drink this stupendous flat white, I imagine the scenes of the timeline when the token is finally released MacBrennan coffee is dope, does this go towards my points?

another day, another <a href="/marginfi/">marginfi ◼️</a> coffee

as I sit here and drink this stupendous flat white, I imagine the scenes of the timeline when the token is finally released 

<a href="/macbrennan_cc/">MacBrennan</a> coffee is dope, does this go towards my points?