advisor @worldlibertyfi and @americadotfun // crypto maxi since 2012 // love birds, bjork, and wong kar wai
cryptogle(((@)))protonmail.com
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I'm very honored (and surprised 🙃) to be included in the coindesk #mostinfluential2023 list this year! I'm not so sure I deserve it, but I sure do appreciate it 🙏
🎉 The wait is over. Introducing CoinDesk's #MostInfluential2023.
This annual list (no, it's not a ranking) recognizes the people who, for the better, and sometimes the worse, defined the year in digital assets and Web3.
We recognize 50 honorees and entities, with the top 10 making an outsized impact.
We also asked select digital artists to create NFTs for 10 of the honorees. Each NFT will be up for auction for 24 hours starting at 12 p.m. ET today and a portion of the proceeds will go to @HungerProject. You can find them over on @TransientLabs 👉 go.coindesk.com/most-influen…
Here's a look at the top 10 👇
• Casey Rodarmor (@rodarmor): For shaking up #Bitcoin with his "Ordinals Theory."
• Ryan Selkis (@twobitidiot): For building a political fundraising machine for crypto that's ready to sway elections in 2024.
• Jenny Johnson: For being at the forefront of Wall Street's embrace of #bitcoinETFs and crypto technology.
• Lido DAO (@LidoFinance): For becoming a victim of its own success and attracting criticism as its share of staked $ETH has grown to nearly one-third.
• Paolo Ardoino (@paoloardoino): For diversifying @tether’s investments after a banner year where the stablecoin giant is on track to profit $4.5 billion.
• Jose Fernandez da Ponte: For helping @PayPal unveil its own Ethereum-based U.S. dollar stablecoin.
• Gary Gensler (@GaryGensler): For having more influence on crypto than any regulator or law enforcement official this year.
• Brian Armstrong (@brian_armstrong): For being the biggest big gun still in the hot seat.
• Sam Altman (@sama): For heading ChatGPT and Worldcoin and changing the way we use the internet in 2023.
• Brad Garlinghouse (@bgarlinghouse): For emerging triumphant this year in legal cases with big implications for crypto's future.
Check out the full list 👉 coindesk.com/most-influentia…
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Any big project robinhood teams going to token that I haven't talked to yet? If so, hmu in dm asap and also reply to me here, I have an opportunity
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by ponzi scheme I mean the profit of previous stakers are coming from the new token buyers,
simply check the token price, it is decreasing rapidly because of high apr, and selling pressure.
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ogle bro, is this you or your account is handled by someone else,
honestly I don’t get why are you shilling that ponzi project heavily?!
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remember retarded takes like this when unlocks do nothing.
the token is equity. unlocks are just vested shares becoming liquid, it doesn’t mean vcs suddenly want out.
these guys aren’t abandoning their bet right before the party starts. ct will miss this trade.
there's no upside for there to be a $lit unlock starting in a few months
push it back by a year and everyone will benefit, including those institutional @Lighter_xyz investors
this gives Lighter more time to ship & get more traction, + gives the retail side some breathing room
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have over 6m exposure. nobody with size gives a fuck about unlocks, thats peasant talk. bet is asymmetry on institutional adoption.
anyone talking about robinhood or unlocks is a fucking pleb
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there's no upside for there to be a $lit unlock starting in a few months
push it back by a year and everyone will benefit, including those institutional @Lighter_xyz investors
this gives Lighter more time to ship & get more traction, + gives the retail side some breathing room
I think there are 3 opportunities to teleport to $10
- cftc
- vlad tenev showing love
- something with unlocks
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This was such a fun podcast to record - it got very personal in some parts (I usually don't speak so freely, but a great interviewer can pull it out of you), but mostly focused on these topics -
-my background/childhood, philosophy on wealth
-trading in the early years, and now, differences
-4 mental models I use for position management
-ego
-@Lighter_xyz, @ponsdotfamily, bonk, @ethena, and @LayerZero_Core
-trading vs building
-whale hedging, @fomo, social trading
-Michel Foucault, Jeremy Bentham, and the Panopticon
-you as your ultimate counterparty
Enjoy the podcast (the links to it are in @mablejiang's message quoted here), and let us know what you think
In this @hodlongpod return episode, I hosted @cryptogle (🔗 👇).
Who is Ogle? Quite some of you knew him recently because of his $PONS and $LIT position, and some others knew him from building glue / americafun and advising wlfi.
He was always a trader and an entrepreneur, albeit the two role seemingly required significantly different skillsets and mentality.
There were so many things about Ogle that we could talk about, but just let the past be the past.
In this 80 minutes episode we talked about:
👉 Ogle's relationship with money
👉 why he keeps coming back to the trading battlefield
👉 his philosophy and mental model of position size, rebalance, and exit
👉 his thesis of investing in this time around
It was a dense episode, and honestly one that I was very happy with the flow (if anything, I'd be apologizing for not being able to clear out some of the background noises, or I laughed to loudly lol) .
For those who can't listen to English, I've put together a Chinese article version of the episode.
Hope y'all enjoy it.
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Crazy aprs for stock lp's, the highest on any chain by far -
if you don't have enough of each token (usdg + nvda for example) you've just gotta click "single" and it'll automatically zap the tokens into an lp, pretty useful! L
Stocks are live on Arrowfarm. 🌱
New vaults are now available for $NVDA, $SPCX, $GOOGL, $GME, $TSLA and $SPY, with 10x ARROWFARM rewards across every vault.
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ogle retweeted
Not sure what's gonna bottom robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 at this point, but we're definitely approaching the area where it's becoming a strong value play.
Currently at a ~$280M market cap, which I think is an appealing valuation for the leading launchpad on Robinhood Chain.
Not buying, not selling, just observing for now.
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ogle retweeted
Shareholders,
We’ve been working diligently on new angles to drive treasury growth outside of our current suite of 15 products.
This upcoming week, a few of the teams we’ve onboarded via the NetNet SDK will officially launch their products.
Some of these products will not be on Robinhood Chain, some of them will not even market to crypto users. All of them however, will send revenue directly into our USDG treasury.
We will have more on this soon.
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ogle retweeted
BREAKING: President Trump says he will now give a $5,000 “Trump Dividend” to every US citizen if Republicans win the midterms, rather than just US adults.
On September 9th, President Trump said that only US adults would qualify for the $5,000 payment.
There are ~316 million US citizens, meaning the payments would total ~$1.58 trillion.
That is +$350 billion more than the previous proposal.
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最爱看的 @mablejiang 老师的后浪。
长江后浪推前浪，前浪死在沙滩上。
“挣扎是我的燃料。让我觉得自己活着。”
读到这里，可能是很多Web3人会有感同身受，我觉得，“挣扎”能否成为燃料，很大程度上取决于一个人有没有选择。
小时候的 @cryptogle 要面对家庭的动荡，很多事情由不得他。后来有了钱、有了退路，他终于可以选择把力气花在哪里，也可以决定何时结束。重新拿一笔本金做交易，花几周读白皮书，接受判断被证伪，都是他主动给自己出的题。
有退路当然不会让挑战变得容易，却让投入有了不同的意义。可以离开，仍然愿意认真做下去；可以停手，也愿意承认错误、重新调整。
我想，那种活着的实感，就藏在这些具体的行动里：我读懂了一些东西，做出了一个判断，又根据结果改变了自己的决定。我做了什么，因此改变了什么。
当生活已经不再逼着人向前，仍然找到一件愿意投入、能够亲手改变的事，是很珍贵的。
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@cryptogle might take another entry on $ARROWFARM was wondering when you brought this coin up you compared it too another coin (was trying to find the tweet to check it out.) but did it take a dip like this before becoming what is became? I want to compare the charts before I buy
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$PONS BUYBACK STOPPED. WTF?
Pons hasn’t funded the buyback allocator for 4 days
Unclaimed in escrow: ~$1.4M. 80% of that goes to buy PONS
Add what’s already loaded, total buyback ammo ~$2.1M
Buybacks used to hit every 15 min:
fees → TWAP → burn.
Buyback contract still works, just no new money in
2 ways:
> $2.1M on a thin book. Not support. A buy. One dump or TWAP back on full size and sellers are gone before CT catches up
> Flywheel is dead. They’re just sitting on the cash. Pad revenue is down ~80% from the peak. Buybacks went from $1M/day to ~$200k
The whole PONS model is this:
80% of the protocol cut → buyback → burn
No money into the allocator, no deflation
Send it or the buyback is over
HOOD SUMMIT RECAP. $PONS DONE?
Everyone waited on the summit as the catalyst. It didn’t come. Eco didn’t rip.
CT take: narrative’s dead, PONS already ran
No.
PONS went from $30m → $1b in weeks and at the peak it was half of chain activity. A ~50% dip after that is normal - moves like that often set up the next run
On the summit everyone was waiting for the next leg up. It didn’t come. But no dump either. The eco held. After that much hype, that’s bullish, not weak. Most of the dip looks done
PONS still isn’t on RH. Biggest winner with no platform distribution, so the “launched on RH → listing” narrative fades. Easiest fix though. $CASHCAT already kicked off a second wave
One quiet summit doesn’t kill PONS. Fading it here is how you miss the next run
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