Crypto Mumbles
@cryptomumbles
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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Crypto Mumbles
9.79K subscribers
Crypto Mumbles
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 views
Crypto Mumbles
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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Crypto Mumbles
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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Crypto Mumbles
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…
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Crypto Mumbles
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 views
Crypto Mumbles
Crypto Mumbles
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 views
Crypto Mumbles
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
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Crypto Mumbles
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…
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Crypto Mumbles
https://edgealchemy.robotwealth.com/p/everything-everywhere-all-at-once
Robotwealth
Everything Everywhere All at Once
The four hats of the solo trader
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Crypto Mumbles
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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Crypto Mumbles
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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Crypto Mumbles
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…
1.12K views
Crypto Mumbles
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 👇
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Crypto Mumbles
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…
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Crypto Mumbles
https://basche42.substack.com/p/summer-and-then-winter
Substack
Summer and then winter
Crypto is about to make new all-time highs.
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Crypto Mumbles
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 👀
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Crypto Mumbles
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
Substack
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.
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Crypto Mumbles
https://x.com/0xBroze/status/2032072232642457946
X (formerly Twitter)
Charlie.hl (@0xBroze) on X
HIP-3 Today: Where we are and where we're going
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Crypto Mumbles
Forwarded from Geopolitics Watch (Lyd)
🇺🇸❌🇮🇷 - The Pentagon is moving a 5000-strong Marine expeditionary unit and the amphibious assault ship USS Tripoli from Japan to the Middle East to support the Iran Operation, according to WSJ.
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1.45K views
Crypto Mumbles
Forwarded from DB News
*TRUMP: IRAN WANTS A DEAL BUT 'NOT A DEAL THAT I WOULD ACCEPT'
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Crypto Mumbles
https://cryptonarratives.substack.com/p/understanding-strc-how-strategy-turns
Substack
Understanding STRC: How Strategy turns yield demand into BTC buying
Understanding the mechanics, scaling potential, and risks of Strategy’s most important preferred share
1.39K views