CHUNIBRO

"imagine you take a stock token and make it programmable, like software, what can you do?" - vlad i discuss in the paper below what i believe is a genuinely new financial primitive that is now only possible because of stock tokenization i present, Isolated Exposure Tokens

Bought my 2nd @standard_rsv charter 🤓 Please don't pump $STANDARD before I'm done accumulating 🙏🏻

Minted 100 @YieldFields_RH deeds and picked up 30 more on secondary 🧹

Have been waiting ages for an entry into @standard_rsv and finally bought my first charter today 🫡 Gonna try and max it out asap ✅

Minted 100 @YieldFields_RH deeds and picked up 30 more on secondary 🧹

UPDATE: I can confirm that the Ledger supply chain is compromised in Europe as well. @Ledger should initiate an immediate product recall to protect users. I just purchased a second device from a different Mediamarkt location today, recorded the unboxing process, and discovered spyware once again (video linked in the second tweet). The device was compromised in the exact same manner, featuring identical modifications (such as additional cables and an LTE module). This indicates its a widespread issue rather than an isolated incident, potentially affecting Ledger inventory across MediaMarkt and Saturn stores throughout Europe (comprising over 1,000 stores across 11 countries). My initial hypothesis was that these devices were returns that looked unopened to the employees and were just sold again as new however, a MediaMarkt employee confirmed that the device I purchased was not a return, and that returned Ledgers are sent directly back to the manufacturer rather than resold. Store records show the inventory originated from Aqipa GmbH. While Ledger's CTO was unsure if Aqipa serves as the direct distributor between Ledger and MediaMarkt, it appears to be the case. Given that Aqipa distributes across Europe, any physical retail store receiving stock through them may be at risk. I sent the first ledger to mark and the second one is going to ledger now, so that they can analyse it. If you purchased a ledger from anyone other than the official ledger store, make sure to check your device!!

BitMON might be the most mispriced NFT collection on the market right now and a massive slow cook waiting to explode… The reason? Most people still don’t understand the mechanics… YET - Only 4,444 supply - Animated fully onchain art - Created by OG NFT artist @DesLucrece - Big art collectors like @osseneth are already accumulating rares But the real alpha is in the reveal + distribution mechanism. BitMON has one of the most novel distribution systems I’ve seen from an NFT collection in a long time and ironically, that’s probably exactly why it’s still undervalued. Most people just see a low floor and assume there’s no demand. What they don’t realize is that this has essentially been one giant, drawn-out mint. Almost the entire supply is being distributed through @token_works FWA pools. The only way to “mint” was to buy a random NFT from the pool and pray you hit a BitMON. That creates a natural arbitrage between FWA and the secondary market. Whenever the floor gets too high, people can simply try their luck through FWA instead. Result? Price action gets suppressed while distribution is still happening. But that dynamic is about to change. The mint has been running for ~3 days and now less than 10% of the BitMON supply appears to remain inside the FWA pool. And these final BitMON become increasingly difficult to hit as the pool gets diluted. At the same time, the longer a BitMON survives inside the pool, the rarer it becomes. So you basically have: Supply distribution nearing completion + increasingly rare remaining BitMON + the FWA arbitrage slowly disappearing. I’ve personally kept quiet about BitMON because I wanted to accumulate as MUCH as possible at the current price. But now that the mint looks close to finished, I think we’re approaching the point where the entire market dynamic changes. If my thesis is right, the end of distribution could mark an important inflection point for the floor. Now let’s see what happens when the mint actually ends. Could be a very interesting few days/weeks ahead. 👀

Tomorrow at 12 ET 🧿

Finally had a good call on FOMO, but I’m done with this app for good. Tried to sell my bag and literally couldn’t. Insane fees, horrible fills, and an overall terrible experience. Never touching this shit again, but at least I’m going out with a runner 🫡 $STANDARD

⟣ Supply Cut to 2000. ⟣ Auction Ending in less than 2 hours. fortunefoes.com/bulls/sale ⟣ Expect the unexpected: a wild, mega degen turn of events on the way. ⟣ Bears Postponed: going all in on Bulls. A project's success is entirely defined by its floor price. A Multi-year development journey, with games & mechanics that are designed to create a buy pressure engine from day 1. Loops that crunch tradable supply while funneling demand toward the shrinking pool of tradable NFTs. The Bears collection will release only after the success we expect for bulls. Floor price justifies the means.

The Standard Reserve will launch in 2 days, on 9/14. A significant portion of spots have been left unallocated for public participation. The thread below covers: - Mint Details - Mint Schedule - Token Trading - Day 1 Protocol Details

Second memecoin I’m aping hard into $10K in at a ~$1M market cap Let’s see what happens 🫡

Second memecoin I’m aping hard into $10K in at a ~$1M market cap Let’s see what happens 🫡