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wineman

@wineman.eth

144 Following
63 Followers


Overtime_io pfp
Overtime_io
@overtimemarkets
Time flies when you're building stuff. ✈️ And Overtime has certainly been flying since V2 launched in June. πŸ¦“ πŸ”₯ This new blog post is a recap of recent highs and an updated roadmap, including: - Betting volume records broken consistently πŸ“ˆ - 1,000,000 THALES burnt πŸ”₯πŸ”₯πŸ”₯ - The first GOAT on Overdrop 🐐 - Full AA, system bets, custom SGPs, and more coming soon πŸ‘€ The past few months have been insane but we believe this is just the beginning. Enjoy, Zebros! Blog Post link: https://medium.com/@OvertimeMarkets.xyz/7d1716368f67
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wineman
@wineman.eth
BTC down, SOL down, ETH/BTC & ETH up. Pump dot fun disabled live streams Phantom integrated Base. Solana hit ATH with 2x the marketcap I'm going to enjoy this one.
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wineman
@wineman.eth
I love this part of the cycle where we get to start arguing the nuanced differences between ponzi games and ponzi schemes.
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wineman
@wineman.eth
When SOL topped in April fees were high because local fee markets don't work as intended and due to all the state contestation the failed transaction rate was around ~70%. 7ish months have passed and local fee markets still don't work as intended and firedancer isn't live. There are a lot of Q1 2025 unlocks coming up and volume is starting to increase again which is leading to high fees and failed transactions. I think there is a chance we see the Solana blockchain experience downtime in a bull market. If volume increases more than what we had in April I don't see how it won't buckle under the load again given basically nothing has changed except an increase in sell pressure.
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wineman
@wineman.eth
Liquid @infinex-app NFTs sold for $5,000 during the Patron Sale. Right now 200,000 GP is redeemable for a Liquid NFT and you can buy 200,000 GP for around $3,000, or a -40% discount to the sale. There is around $200,000 in liquidity or around 40 NFTs without accounting for slippage (of which there will be lots).
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wineman
@wineman.eth
As meme coins run out of greater fools and the market starts to look for the next narrative I think one potential catalyst for a defi renaissance could be all the fees generated during the yen carry unwind on Sunday night. Every protocol that returns fees to token holders that I follow is returning records amounts of fees to token holders right now.
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wineman  pfp
wineman
@wineman.eth
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wineman
@wineman.eth
Totally. This is just one of the more obvious times where they’re telling on themselves. Was so frustrating to watch him LARP as a moderate last cycle.
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wineman
@wineman.eth
Isn't the "we" here crypto? And don't "we" win if both parties support crypto? A lot of supposedly a-political crypto bros seem very upset that both parties might be supporting crypto again.
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wineman
@wineman.eth
Just like all markets bonding curves get more accurate with deeper liquidity. It’s less about the curve imo.
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wineman
@wineman.eth
We might not need them to be an alter boy but we do need the moral compass pointing north otherwise cant really trust them to ensure the security of our nation imo.
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wineman
@wineman.eth
@thales is one of the most undervalued farms right now. - $15 million marketcap - Has been in an accumulation range between $0.20 - $0.60 for 2+ years. There is only ~$3m in liquidity for THALES across Base, Arb, and OP. @overtimemarkets V2 THALES burn has only been live for two weeks in beta and has already burned 0.03% of the liquidity actually available in LP pools. The amount of THALES burnt is going parabolic right as we get ready to exit a two year range around September when the first rate cut currently is priced in and the initial selling from a potential ETH ETF would be ending. Now that the meme coin narrative is exhausting itself and people start looking for tokens that have real value I think THALES is well positioned to outperform in the upcoming alt season.
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Infinex
@infinex-app
Speedrun the points and claim your 10 GP ⚑️ Prize Pool: 1M Governance Points (GP) To claim 10 GP and start playing: - Follow @infinex-app & connect a wallet to Farcaster - Like & recast GP will be sent to your wallet, & can be migrated to your Infinex Account soon. https://farcaster-memecrash.infinex.xyz/gppromo
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wineman
@wineman.eth
$AERO breaking out again. $VELO is too and with 1/4 the market cap!
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wineman
@wineman.eth
Was wrong on this one since I was trading the 4h and it took two months to play out but looks like we might finally get a real correction.
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wineman
@wineman.eth
:)
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wineman
@wineman.eth
I'm LPing AERO/USDC at ~300% and it looks ready to break out again too.
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wineman
@wineman.eth
Maybe now that the Uniswap fee switch is turning on everyone can remove the US geo blocks in their UI so I can cancel my VPN subsubsription.
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wineman
@wineman.eth
I think VELO is the price to buy liquidity on Optimism where the LPs are the sellers of VELO and the veVELO lockers are the buyers. IF Volume goes up then lockers will have more fees and incentives to buy VELO with and the price will go up. If you think Optimism usage continues to increase then I think VELO does too.
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wineman
@wineman.eth
Would like an invite to the ETH Denver party plz
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