Vinay (@web3vinay) 's Twitter Profile
Vinay

@web3vinay

Build-2-Earn; Web3 enthusiast & cricket aficionado; Prev - Investments @NearIndia; JP Morgan & IIT Madras

ID: 3134960702

calendar_today03-04-2015 09:39:25

835 Tweet

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Vinay (@web3vinay) 's Twitter Profile Photo

Another day, another casual swipe at Indians in Web3. Come on, Taran - “OTC scammers” was enough. “Indian” nationality was unnecessary & insensitive. No one calls pump dot fun-dumpers or Solana meme extractors “American scammers”, do they? Let’s not normalize lazy

Vinay (@web3vinay) 's Twitter Profile Photo

Best way to capture Solana casino meta is just be long $PUMP & $BONK ~$600m revenues (annualised for 30 days) at $4.5B valuation. 7.5x P/S, HYPE is trading at 20x

Vinay (@web3vinay) 's Twitter Profile Photo

Assuming it’s mostly retail users on tier-0 fees (no staking discounts), 4.5 bps fee * $350M volume = $157K in fees in a week. Phantom adds 15M+ users distribution to Hyperliquid & it’s matter of when for the $10M+ daily fees. LFG! Hyperliquid #HYPE

Vinay (@web3vinay) 's Twitter Profile Photo

qw BTC market cap ~$2.4T & ETH ~$420B roughly 5.6x = ~$4B equivalent. 0.17% supply If you consider daily issuance, ~2K ETH = $6.9M, that’s 100x net flows + ETH treasury company inflows Assuming a simply M2 supply math, $1 net flows * 15 increase in MC = ETH should add 3%

Vinay (@web3vinay) 's Twitter Profile Photo

ETH, Sol, Arb & Base - guess these 4 speak for themselves on network effects / composability, etc however, the recent wallet infra makes most of these chains as just backend & user hardly knows. If a project focuses on web2 users with decent chain abstraction, no big deal

Vinay (@web3vinay) 's Twitter Profile Photo

Wow! NEAR Intents did ~$200M volume in the last 24 hours, which is insane since most people didn’t even know existed a few months ago. The wild part: one user alone moved 50+ BTC through NEAR Intents today. That wallet used to push size through THORChain - now it’s routing

Wow! 

<a href="/near_intents/">NEAR Intents</a> did ~$200M volume in the last 24 hours, which is insane since most people didn’t even know existed a few months ago.

The wild part: one user alone moved 50+ BTC through NEAR Intents today. That wallet used to push size through <a href="/THORChain/">THORChain</a>  - now it’s routing
Vinay (@web3vinay) 's Twitter Profile Photo

Coinbase has 8-10m MAUs & 600K+ Coinbase 🛡️ one subscribers (definitely more active). If only 1% (of 10M) of participate and commit >$2K, the average allocation will be close to the ~$1870 (more likely trending towards 1K average or lower). fyi MegaETH had ~50K participants

Vinay (@web3vinay) 's Twitter Profile Photo

I guess we know the top contenders sbf = Thomas (Tom) Lee (not drummer) FSInsight.com , mNAV is for mid curvoors Do = jesse.base.eth, mass cult + smart people calling out, should have the coined the luna journal 📝

Vinay (@web3vinay) 's Twitter Profile Photo

There is ~$25M TVL sitting on Lighter contracts & ~$100M on Hyperliquid Unit contracts Lighter volume is heavily washed. anyway who says not is retarded Arbitrum & Base have $B+ in TVL - so upside is huge, especially if ETH can be used as collateral

Vinay (@web3vinay) 's Twitter Profile Photo

One week post-TGE of $LIT, market analysis of Perp DEXs and Lighter fundamentals. - The "Mercenary Flush" is now complete, liquidity has stabilized as ~15% of liquidity (farmers) rotated out - Valuation Arb: $LIT currently trades at a 30%+ discount on asset fundamentals

Ethereum.org (@ethereum) 's Twitter Profile Photo

Ethereum is the #1 choice for global financial institutions. Over the last few months, adoption has accelerated. Here are 35 stories of how institutions are building on Ethereum. 1/ Kraken launched xStocks on Ethereum, issuing tokenized versions of popular U.S. stocks and

Vinay (@web3vinay) 's Twitter Profile Photo

Sounds like a low float, high FDV problem in the equity world too.. IPOs are now essentially an exit for VCs/Founders marked up privately higher SpaceX. OpenAI. Anthropic will be $1T+ lauches unfortunately

*Walter Bloomberg (@deitaone) 's Twitter Profile Photo

🇺🇸IMMIGRATION CRACKDOWN SLOWS U.S. POPULATION GROWTH U.S. population growth slowed to 0.5% in the year ending June 2025, reaching 341.8 million—the slowest pace since the pandemic. Net immigration fell to 1.3 million, half last year’s level. Five states—Vermont, Hawaii, West

DFYN (@_dfyn) 's Twitter Profile Photo

Trade. Predict. Win. Enter live quests, conquer Price Arena, beat Candle Rush & earn future airdrop. Backed by Sigma Capital, BlockTheory Capital and Anurag Arjun from Avail. Join Now: predictions.blinq.fi/quests

Vinay (@web3vinay) 's Twitter Profile Photo

Crude Oil PT updated to $200 / bbl US is saying we are OK to take short term pain for long-term energy security upto $200 / bbl oil