🇻🇳VietnamPenguin🐧 (@vietnampenguin) 's Twitter Profile
🇻🇳VietnamPenguin🐧

@vietnampenguin

Top-10 creator @DeBankDeFi debank.com/profile/0xfe50…

ID: 1442702481394262016

calendar_today28-09-2021 04:08:13

4,4K Tweet

1,1K Followers

2,2K Following

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Imagine this: back in June 2024, 695k wallets were eligible for the ZK airdrop. Today the number of unique stakers… ~1,000 😅 Looks like that ~1:695 ratio is pretty telling — basically the split between real community members willing to hold tokens (any tokens) and pure profit

Imagine this: back in June 2024, 695k wallets were eligible for the ZK airdrop.

Today the number of unique stakers… ~1,000 😅

Looks like that ~1:695 ratio is pretty telling — basically the split between real community members willing to hold tokens (any tokens) and pure profit
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Take. The new-TGE market was basically killed by Binance. And it started when they launched “Alpha” in late 2024. Before that, a Binance spot listing or Launchpool was an EVENT — maybe once or twice a month. All eyes were on the token. It got real trading, real liquidity, and

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Just my humble experience (not a dev). I needed historical futures data from a pretty obscure source with weak documentation. ChatGPT couldn’t crack it after ~10 attempts from different angles — eventually told me to download it manually in chunks and stitch it together lol.

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Nikita is just a couple weeks away from launching Hyperliquid integration into X via the Builders code — and you’re still not bullish on HYPE ?!

Nikita is just a couple weeks away from launching Hyperliquid integration into X via the Builders code — and you’re still not bullish on HYPE ?!
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Just stating the obvious: the perp-DEX farming meta is basically over. Right now the chances of getting any meaningful airdrop are EXTREMELY low. Most likely it’ll be just fee rebates and in a best-case scenario maybe 1–2x on top. And if you think the market is wrong - just

Just stating the obvious: the perp-DEX farming meta is basically over. Right now the chances of getting any meaningful airdrop are EXTREMELY low. Most likely it’ll be just fee rebates and in a best-case scenario maybe 1–2x on top.

And if you think the market is wrong - just
🇻🇳VietnamPenguin🐧 (@vietnampenguin) 's Twitter Profile Photo

Fun fact: ETH ICO was valued at ~$18M, BNB ICO ~$15M, and SOL ~$70M. That low base effect is exactly why they all went on to deliver insane multiples. Now most ICOs are selling random junk at $500M–$2.5B+ valuations. Basically no real chance to make money.

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Btw ETH is still widely considered the most successful ICO ever. They sold ~80% of the supply at around $0.30 per ETH — and then actually kept building… delivering ~15,000x ATH ROI. Meaning a $100 investment had the potential to turn into ~$1.5M. That’s a big reason Vitalik

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Just 1.5 years - and they literally milked the token down to almost zero. Now they can’t even pay for a X blue tick 😅 Back 2–3 years ago it was super popular for devs to deploy forks of well-known DeFi protocols on new chains. Instant combo: extract fees from airdrop farmers,

Just 1.5 years - and they literally milked the token down to almost zero. Now they can’t even pay for a X blue tick 😅

Back 2–3 years ago it was super popular for devs to deploy forks of well-known DeFi protocols on new chains. 
Instant combo: extract fees from airdrop farmers,
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I keep rereading this announcement from a year ago — especially when everything’s dumping 😅 AF support for native Hyperliquid ecosystem tokens isn’t a question of IF — it’s a question of WHEN. IMO the next local bull run will be on Hyperliquid. All you can really do now is

I keep rereading this announcement from a year ago — especially when everything’s dumping 😅

AF support for native Hyperliquid ecosystem tokens isn’t a question of IF — it’s a question of WHEN.

IMO the next local bull run will be on Hyperliquid. 

All you can really do now is
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Imagine Jeff talking about how HyperLend plugs into everything and becomes the banking infrastructure for HL — and the market still isn’t even sure HPL will launch above a $20M FDV 😅

Imagine Jeff talking about how <a href="/hyperlendx/">HyperLend</a> plugs into everything and becomes the banking infrastructure for HL — and the market still isn’t even sure HPL will launch above a $20M FDV 😅
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If Coinbase ever shuts down Base, it’ll probably be because its “visionary” founder jesse launched his own scamcoin $JESSE … now casually sitting at -90%. Still trying to grasp the galaxy-brain logic behind that one.

If Coinbase ever shuts down Base, it’ll probably be because its “visionary” founder jesse launched his own scamcoin $JESSE … now casually sitting at -90%.

Still trying to grasp the galaxy-brain logic behind that one.
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With every new crypto CEX IPO, Coinbase stock likely goes lower. Same dynamic as tokens — every new launch drains liquidity from the old ones. Polymarket puts the odds of a Kraken IPO this year at 82%. OKX and Binance also have non-zero chances. And Brian isn’t selling for no

With every new crypto CEX IPO, Coinbase stock likely goes lower. Same dynamic as tokens — every new launch drains liquidity from the old ones.

Polymarket puts the odds of a Kraken IPO this year at 82%. OKX and Binance also have non-zero chances.

And Brian isn’t selling for no
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Honestly, this is pretty cool. The voting results show that most users in the ecosystem are HYPE holders. There are probably only three communities like this in crypto: Bitcoin, Ethereum and Hyperliquid.

Honestly, this is pretty cool. The voting results show that most users in the ecosystem are HYPE holders.

There are probably only three communities like this in crypto: Bitcoin, Ethereum and Hyperliquid.
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Seems like someone finally read Flying Tulip docs and realized getting an FT FDV below $1B at TGE is going to be extremely hard. The $1B FDV bet already did a 4x over the past week — but it could still pull another 2x. Hard to imagine anyone selling $1 for $0.9 on the market

Seems like someone finally read Flying Tulip docs and realized getting an FT FDV below $1B at TGE is going to be extremely hard.

The $1B FDV bet already did a 4x over the past week — but it could still pull another 2x. Hard to imagine anyone selling $1 for $0.9 on the market
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Ah yes, the glorious “coin everything” vision — truly priceless… as in, worth basically nothing. Zora whole “attention market” thing somehow manages to be even worse than memes: shorter hype cycle, faster trip to zero. Naturally, most buyers end up holding the bag. Real value?

Ah yes, the glorious “coin everything” vision — truly priceless… as in, worth basically nothing. Zora whole “attention market” thing somehow manages to be even worse than memes: shorter hype cycle, faster trip to zero. Naturally, most buyers end up holding the bag. Real value?