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DCF GOD

Following0Followers (X)106.57KPosts160Likes11.59K
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Aave has no issue btw The hacker put in usdt and borrowed eth Eth went down and the usdt collateral is real money In the kelp situation the hacker put in tokens backed by nothing

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I like that the anthropic hyperliquid ticker tracks the actual share price But its annoying to manually calculate what market cap that implies Would be nice to have it in the UI

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The largest remaining fud for ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 is the looming unlocks Vlad very clearly explains they are a non issue as - There is no cliff. Most tokens get a huge 25% unlock on the 1st anniversary but LIT doesn't - The unlocks are actually end of January not end of December as many thought - They've spoken to the cap table and the majority are very long term investors that don't plan to sell - For the small minority that want to sell, they already have large partners that want to allocate to LIT but can't because the current market isn't liquid enough. These large partners can simply buy out the vests from those that want to sell Very good call, this was what we were looking for outside of the robinhood partnership and regulation stuff note: dcf cap holds @Lighter_xyz

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Grass is in the process of ingesting over a trillion webpages They will clone the internet and allow agents to access the web without being blocked by cloudflare It’s real technology that is performing better than their multi b valuation competitors Note: dcf cap holds solana:Grass7B4RdKfBCjTKgSqnXkqjwiGvQyFbuSCUJr3XXjs

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The first 100m took a year the last 100m took a month Ethfi just broke $1b spent on their cards and they continue to grow revenue week / week consistently This will soon be the largest crypto card and it’s still sub 0.7b fdv Note: dcf cap holds $ETHFI

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Love the look of the new roadster But for the sake of actually using it… would want fsd, the convertible roof, back seats, and at least a bit of frunk/trunk space Still keeping the pre order from last bull market tho 😂

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2D between announcement and start of repricing Note: dcf cap holds solana:Grass7B4RdKfBCjTKgSqnXkqjwiGvQyFbuSCUJr3XXjs https://t.co/ziwWpXwjwW

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In April parallel raised at a $2b valuation In May exa raised at a $2.2b valuation Firecrawl just raised $82m at an undisclosed valuation @grass just beat them all on overall success and on the most challenging domains It trades at a measly $0.6b valuation because instead of equity it’s all for the crypto token Send it Note: dcf cap holds solana:Grass7B4RdKfBCjTKgSqnXkqjwiGvQyFbuSCUJr3XXjs