Crypto Mumbles – Telegram

Crypto Mumbles

9.79K subscribers

3.19K photos

24 videos

27 files

10.5K links

things I mumble to myself about crypto

basically my transparent crypto diary

education, analysis, and trades 🙂

Twitter: https://twitter.com/dpycm
Medium: https://medium.com/@dpycm
Lifemax (non-crypto): t.me/humblespace

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9.79K subscribers

https://deepdishenjoyer.substack.com/p/the-24-hour-life

The 24 Hour Life

I’m free to do what I want any old time

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3.19K views09:32

https://x.com/cl207/status/2031782759132467350?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

CL (@CL207) on X

cat general guidance for q2 is upside

unfortunate that the world that is in a mess, but should be a long term force for cryptographic means of moving wealth around, lines up with multi month selling off and sideways now

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1.14K views10:43

https://x.com/TheChiefNerd/status/2032012809433723158?s=20

X (formerly Twitter)

Chief Nerd (@TheChiefNerd) on X

🚨 SAM ALTMAN: “We see a future where intelligence is a utility, like electricity or water, and people buy it from us on a meter.”

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1.12K views11:18

https://x.com/garrettbullish/status/2031562825475543276?s=46

https://www.garrettsignal.com/p/hormuz-is-the-real-battlefield-why?utm_campaign=post-expanded-share&utm_medium=web&triedRedirect=true&_src_ref=t.co

Hormuz Is the Real Battlefield and Why There May Be No Exit

Brent's surge from $85 to $119.50 suggests that repricing has now begun, but the situation is far more complex than a simple oil trade.

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1.19K views11:29

https://x.com/glc_research/status/2032060022767632497?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

GLC (@GLC_Research) on X

Few Thoughts on HIP-4

HIP-4 prediction markets aren't about dethroning Polymarket or Kalshi, they're about making Hyperliquid more capital efficient and attractive as a whole.

The core value is simple: traders can hedge positions or speculate with calls…

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1.11K views23:00

https://x.com/redphone/status/2032106303108129184?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

redphone ☎️ (@redphone) on X

Quick thoughts on market turmoil:

1. Make sure your financial guru (whoever you listen to) has a gnarled up wrinkly face, gray hair, and lots of cash (you need someone who's still in it for the love of the game).

2. Why? We haven't seen a market setup…

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1.17K views23:03

https://x.com/google/status/2032079594191261938?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

Google (@Google) on X

Today @GoogleMaps is getting its biggest upgrade in over a decade. By combining our Gemini models with a deep understanding of the world, Maps now unlocks entirely new possibilities for how you navigate and explore. Here’s what you need to know 🧵

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1.14K views23:34

https://x.com/stanikulechov/status/2032193345414664659?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

Stani.eth (@StaniKulechov) on X

Earlier today, a user attempted to buy AAVE using $50M USDT through the Aave interface.

Given the unusually large size of the single order, the Aave interface, like most trading interfaces, warned the user about extraordinary slippage and required confirmation…

1.15K views00:08

https://x.com/tomfgoodwin/status/2032104624551854210?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

Tom Goodwin (@tomfgoodwin) on X

When are tech folk going to get that people like wasting time, it's life. They don't optimize for efficiency, they try to get by, they watch dumb stuff, they enjoy shopping. Inefficiency is another work for living and life.

Your m mean and median job isn't…

1.15K views02:26

https://x.com/tomfgoodwin/status/2032104624551854210?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

this is a good perspective, and i do agree that a bulk of society intentionally does things slow to unwind from the stress of life/work

they are not going to optimise everything

something something doorman analogy

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1.11K views02:39

https://x.com/claudeai/status/2032124273587077133?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

Claude (@claudeai) on X

Claude can now build interactive charts and diagrams, directly in the chat.

Available today in beta on all plans, including free.

Try it out: https://t.co/tHPAZRgQkn

1.14K views02:39

https://x.com/dcinvestor/status/2032250614588334580?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

DCinvestor (@DCinvestor) on X

crypto doesn't work as a store of value

until we have conditions where people realize that when you really cannot stay where you are any longer, you can't carry very many gold bars on your back or spend them

we are nearing a point where people are starting…

1.13K views08:07

https://edgealchemy.robotwealth.com/p/everything-everywhere-all-at-once

Everything Everywhere All at Once

The four hats of the solo trader

1.2K views08:10

https://x.com/rickyho_1989/status/2032284228046753902?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

Ricky Ho (@rickyho_1989) on X

Me: What’s your take on Japan in this environment with oil prices rising so quickly?

Millennium PM: I actually think a reverse yen carry trade could be on the cards.

Me: That’s a big call. What’s the mechanism?

Millennium PM: It starts with oil. Japan…

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3.1K views08:12

Forwarded from Wu Blockchain News

Exclusive: The Dubai TOKEN2049 summit, originally scheduled for April 29-30, 2026, has been postponed to April 21-22, 2027. This comes after several locations in Dubai were attacked by Iranian drones and shrapnel, prompting many in the crypto industry to evacuate.

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1.05K views08:54

https://x.com/Harsha2077/status/2032036050374418645?s=20

X (formerly Twitter)

harsha (@Harsha2077) on X

you've probably seen screenshots of $DRV OI next to Hyperliquid and Aster from ppl shilling it as "undervalued"

i dug into the numbers. here's what's actually going on

first, that $1.3B OI is almost entirely options notional.

Derive's own dashboard breaks…

1.13K views10:27

https://x.com/poapxyz/status/2032182456481202614?s=20

X (formerly Twitter)

POAP - Bookmarks for your life (@poapxyz) on X

POAP is going into maintenance mode as of March 16th.

Existing issuers will continue to have access to POAP platform tools as usual, but new issuers will no longer be able to access the platform.

Read more about what's happening 👇

1.19K views10:30

https://x.com/DiggingInTheDi1/status/2032261862528876887?s=20

X (formerly Twitter)

Brotherhood (@DiggingInTheDi1) on X

At $200/barrel:

* Airlines would completely go under, as multiple routes become unprofitable but airplane/pilot overhead still has to be paid

* Trucking and freight would similarly have multiple unprofitable routes, inventory shortages would crop up in…

1.23K views10:51

https://basche42.substack.com/p/summer-and-then-winter

Summer and then winter

Crypto is about to make new all-time highs.

1.2K views11:01

https://x.com/fanaticscollect/status/2032149992513946013?s=46&t=G-f7PWqROgW5EdxDP3hoDA

X (formerly Twitter)

Fanatics Collect (@FanaticsCollect) on X

Kim Kardashian was spotted opening packs of Pokémon cards with Steve Aoki 👀

1.23K views11:03

Forwarded from Investing Beanstock

Very good read

For context, Jeff’s hedge fund was listed as a Top 2 performer years back.

https://jeffross191961.substack.com/p/dr-jeffs-monthly-macro-chartbook

Dr. Jeff's Monthly Macro Chartbook — Issue #1 The Most Important Chart in the World Right Now

If you follow me on Nostr or have seen my prior YouTube interviews, you’ve probably heard me talk about this chart.

1.28K views20:29