10/05부터 StablecoinX가 보유한 $ENA 락업이
모두 해제되면 현재 NAV 0.4의 할인률이 꽤 오를 수 있음.
$USDE Long/$ENA Short 페어 트레이딩 괜찮을지도.
이미 시장에서 반응 오는듯?
(현재 $USDE 15% 오르고 $ENA 4% 오름)
모두 해제되면 현재 NAV 0.4의 할인률이 꽤 오를 수 있음.
$USDE Long/$ENA Short 페어 트레이딩 괜찮을지도.
이미 시장에서 반응 오는듯?
(현재 $USDE 15% 오르고 $ENA 4% 오름)
Forwarded from bumbom
$BNC thesis
Positioned in $BNC on tradfi over the last week to express bullish view on $BNB
Generally think we are at a turning point in the market where there's a lot of upside. With UST yields making higher highs and CL continuing to push above $100 the market is pushing Bessent for a massive QE booster at some point. Every intervention both in the bond market and in Iran is ignored by the market. We're not at point of no return where even a hike wouldn't materially change the economy as LGW put it: "Impact of going from 3.5 -> 3.75 is marginal compared to 0 -> 0.25. This is not a new hiking cycle".
The market has been sniffing that position out, CPI last week has shown the market's hand, despite an initial selloff we quickly reversed before the range sellers stepped in. Akin to the fake ETF candle where we fakeout but followed through over the following week.
View is that clarity act which odds spike this morning is largely benefiting offshore brokerages and DATs.
Why BNB?
- RWA activity and volume is strong and has been growing, consistently 50% mkt share
- memecoin/onchain ecosystem is supported and getting a lot of volume
- US entry seems very likely
- upcoming IPO which I had confirmed last year multiple times (https://t.me/methinhaler/19)
- price has NEVER taken out previous year lows, only up 25%
Why BNC?
- 45% discount to spot, shrinking daily
- management dispute not fully over, CZ and Bn still supporting
- Bn listed BNC bStock contract
- DAT outperformance over the last 3 months
- large volumes due to BNC4 meme craze last week
Date BNC px mNAV Discount
2026-06-15 2.05 0.28x 72%
2026-06-23 2.10 0.30x 70%
2026-06-27 3.05 0.45x 55%
2026-07-22 3.02 0.42x 58%
2026-08-08 2.32 0.31x 69%
2026-08-22 3.15 0.39x 61%
2026-09-03 2.83 0.33x 67%
2026-09-10 5.25 0.57x 43%
2026-09-11 4.97 0.55x 45%
Also hold
- GEMINI (trad)
- LIT
- HYPE
- RH + Base memecoins
Positioned in $BNC on tradfi over the last week to express bullish view on $BNB
Generally think we are at a turning point in the market where there's a lot of upside. With UST yields making higher highs and CL continuing to push above $100 the market is pushing Bessent for a massive QE booster at some point. Every intervention both in the bond market and in Iran is ignored by the market. We're not at point of no return where even a hike wouldn't materially change the economy as LGW put it: "Impact of going from 3.5 -> 3.75 is marginal compared to 0 -> 0.25. This is not a new hiking cycle".
The market has been sniffing that position out, CPI last week has shown the market's hand, despite an initial selloff we quickly reversed before the range sellers stepped in. Akin to the fake ETF candle where we fakeout but followed through over the following week.
View is that clarity act which odds spike this morning is largely benefiting offshore brokerages and DATs.
Why BNB?
- RWA activity and volume is strong and has been growing, consistently 50% mkt share
- memecoin/onchain ecosystem is supported and getting a lot of volume
- US entry seems very likely
- upcoming IPO which I had confirmed last year multiple times (https://t.me/methinhaler/19)
- price has NEVER taken out previous year lows, only up 25%
Why BNC?
- 45% discount to spot, shrinking daily
- management dispute not fully over, CZ and Bn still supporting
- Bn listed BNC bStock contract
- DAT outperformance over the last 3 months
- large volumes due to BNC4 meme craze last week
Date BNC px mNAV Discount
2026-06-15 2.05 0.28x 72%
2026-06-23 2.10 0.30x 70%
2026-06-27 3.05 0.45x 55%
2026-07-22 3.02 0.42x 58%
2026-08-08 2.32 0.31x 69%
2026-08-22 3.15 0.39x 61%
2026-09-03 2.83 0.33x 67%
2026-09-10 5.25 0.57x 43%
2026-09-11 4.97 0.55x 45%
Also hold
- GEMINI (trad)
- LIT
- HYPE
- RH + Base memecoins
Forwarded from Aliaian’s Journal
pretty excited for GIWA
one thing i think ppl underestimate with new chains is having a mother cex behind them
> BSC got Binance
> RH chain got Robinhood
> GIWA got Upbit
that gives you a huge existing userbase, liquidity + distribution from day one.
but the listing angle might be even more interesting
Korea is one of the most retail/speculation heavy crypto markets in the world and they fucking love trading alts. an Upbit listing alone can change the attention + volume around a token
so if GIWA gets its own native runners, they have something most new chains don’t:
a natural mother cex where the biggest ecosystem tokens could potentially end up listed
obv nothing is guaranteed, but i think Upbit knows what it takes
compare it to something like Arc. Arc got a ton of onchain attention early, but there isn’t a mother cex sitting behind it with millions of traders and a direct listing venue
think BSC/Binance, RH/Robinhood
one thing i think ppl underestimate with new chains is having a mother cex behind them
> BSC got Binance
> RH chain got Robinhood
> GIWA got Upbit
that gives you a huge existing userbase, liquidity + distribution from day one.
but the listing angle might be even more interesting
Korea is one of the most retail/speculation heavy crypto markets in the world and they fucking love trading alts. an Upbit listing alone can change the attention + volume around a token
so if GIWA gets its own native runners, they have something most new chains don’t:
a natural mother cex where the biggest ecosystem tokens could potentially end up listed
obv nothing is guaranteed, but i think Upbit knows what it takes
compare it to something like Arc. Arc got a ton of onchain attention early, but there isn’t a mother cex sitting behind it with millions of traders and a direct listing venue
think BSC/Binance, RH/Robinhood
Forwarded from 변창호 코인사관학교 BCH
$JPYC 로 상품권 15% 할인 구매
올리브영, 다이소, CU, 이마트24
LINE에서 Mini App 이용
JPYC로 구매하면 5%할인
+ 10% 캐시백
업비트에서 JPYC 2% 역프라
유용하게 사용할 수 있음
https://miniapp.line.me/unifi/benefits-mini
올리브영, 다이소, CU, 이마트24
LINE에서 Mini App 이용
JPYC로 구매하면 5%할인
+ 10% 캐시백
업비트에서 JPYC 2% 역프라
유용하게 사용할 수 있음
https://miniapp.line.me/unifi/benefits-mini
https://litdash.xyz/account/736655
라이터에서 어떤 지갑이 계속 $USDE 롱 치고 있길래 보니까 40일 전에 $2m 넣어서 $LIT, $ETH 롱쳐서 돈복사하고 있음.
이거 다음이니?
라이터에서 어떤 지갑이 계속 $USDE 롱 치고 있길래 보니까 40일 전에 $2m 넣어서 $LIT, $ETH 롱쳐서 돈복사하고 있음.
이거 다음이니?
👍2
https://x.com/tulipking/status/2100690676904022210
이번 시장 메사리 출신인 튤립 킹 얘가 좀 고트인 것 같음.
$ZEC 한 $50부터 엄청 밀고 있었고 최근에 $DRV, $PRL 미는데 다 잘감.
무라드 급은 아닌데 영향력 꽤 높은듯.
링크는 팟캐스트인데 볼만함.
이번 시장 메사리 출신인 튤립 킹 얘가 좀 고트인 것 같음.
$ZEC 한 $50부터 엄청 밀고 있었고 최근에 $DRV, $PRL 미는데 다 잘감.
무라드 급은 아닌데 영향력 꽤 높은듯.
링크는 팟캐스트인데 볼만함.
Forwarded from ㈜ 청년열정마라두바이쫀득민트초코손맛푸드
플라즈마원 카드 플래티넘 최근 FX수수료 0%로 바뀌었다는게 진짜로 카드사가 붙이는 FX까지 다 대납해줘서 진짜 0%인듯?
트위터에서 140홍콩달러 긁었다는 글 보고 환율체크해보니 딱 네이버환율이랑 똑같은 금액으로 긁히고 거기에 4% 캐시백도 해주네요
이거 한국에서 긁어보신 분?
트위터에서 140홍콩달러 긁었다는 글 보고 환율체크해보니 딱 네이버환율이랑 똑같은 금액으로 긁히고 거기에 4% 캐시백도 해주네요
이거 한국에서 긁어보신 분?
크립토 카드 너무 잘 쓰고 있는 입장에서 고민 중.
대부분 카드들 FX 비율이 그지같아서 안쓰는데 이거 상당히 엣지 포인트.
대부분 카드들 FX 비율이 그지같아서 안쓰는데 이거 상당히 엣지 포인트.
이번에 못한 매매 중에 아쉬운거는
달러 1335인가 갔을때 테더는 1367 정도까지 봤었는데 (김프 1.5~2.5%)
이때 모든 테더 국내로 가져와서 다 팔고 월물 롱칠까 고민을 잠깐 했음.
근데 김프 오래 줄까봐, 환 더 떨어질까봐 이걸 못했는데
환율 다시 떨어지면 해볼듯?
사실상 지금 역프 1%여서 2.5% > 먹었던거라 시드 클수록 짭짤
달러 1335인가 갔을때 테더는 1367 정도까지 봤었는데 (김프 1.5~2.5%)
이때 모든 테더 국내로 가져와서 다 팔고 월물 롱칠까 고민을 잠깐 했음.
근데 김프 오래 줄까봐, 환 더 떨어질까봐 이걸 못했는데
환율 다시 떨어지면 해볼듯?
사실상 지금 역프 1%여서 2.5% > 먹었던거라 시드 클수록 짭짤
$KNTQ
팔로윙에 Kinetiq L2 런치패드 잡혔는데 뱅어 하나 만들 심산인가.
$40m 들고 있는 형이 Twap 40만불 갈기고 있기도 함.
이제 와서 홀더들 보고 있긴 한데
최근 7일 기준 Dex Coin 치고 10만불 이상 담는 애들도 꽤 보이고
(티커 $KNTQ 검색 -> 포지션 변동)
하리 맥시들이 꽤 비중 있게 들고 있는 것 같음.
팔로윙에 Kinetiq L2 런치패드 잡혔는데 뱅어 하나 만들 심산인가.
$40m 들고 있는 형이 Twap 40만불 갈기고 있기도 함.
이제 와서 홀더들 보고 있긴 한데
최근 7일 기준 Dex Coin 치고 10만불 이상 담는 애들도 꽤 보이고
(티커 $KNTQ 검색 -> 포지션 변동)
하리 맥시들이 꽤 비중 있게 들고 있는 것 같음.