cpt n3mo (@cptn3mox) 's Twitter Profile
cpt n3mo

@cptn3mox

VC | Research @hashed_official

Tweets are my personal views and not representative of my company nor financial advice.

ID: 1330060420317646854

linkhttp://cptn3mox.medium.com calendar_today21-11-2020 08:08:20

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cpt n3mo (@cptn3mox) 's Twitter Profile Photo

First real pullback for $EUL since chart went parabolic from $7. Good to see an exchange of hands and would be more worried if this just went vertical. Was a bargain yesterday, is a bigger bargain today at $380M FDV against $2.5B TVL and $1.3B loan book

First real pullback for $EUL since chart went parabolic from $7. Good to see an exchange of hands and would be more worried if this just went vertical.

Was a bargain yesterday, is a bigger bargain today at $380M FDV against $2.5B TVL and $1.3B loan book
cpt n3mo (@cptn3mox) 's Twitter Profile Photo

Yes but on the AI meta I do think it comes back - although 90% of tokens won’t. There’ll be new runners with probably the same narrative but repackaged. For the 10% old AI names, I’d want to identify teams that just kept shipping, tweeting for the last 6 mths despite

cpt n3mo (@cptn3mox) 's Twitter Profile Photo

ETHBTC v SOLETH: tell me you're unwinding without telling me you're unwinding 1 asset is loved a lot more than the other 2

ETHBTC v SOLETH: tell me you're unwinding without telling me you're unwinding

1 asset is loved a lot more than the other 2
cpt n3mo (@cptn3mox) 's Twitter Profile Photo

gm to the new gen of ETH outperformers: $ENS, $ETHFI, $ENA, $EIGEN $ARB only one from old gen cuz Robinhood + PayPal integration

gm to the new gen of ETH outperformers: $ENS, $ETHFI, $ENA, $EIGEN

$ARB only one from old gen cuz Robinhood + PayPal integration
Today in DeFi (@todayindefi) 's Twitter Profile Photo

Curve And Euler Launches on Telegram Navigate DeFi smarter with today’s top insights: news.todayindefi.com/p/curve-and-eu…

cpt n3mo (@cptn3mox) 's Twitter Profile Photo

25% of total upbit volume driven by 2 pairs. No, they are not majors - i'd wanna be long those two if i were bullish in upcoming week

cpt n3mo (@cptn3mox) 's Twitter Profile Photo

Sick new update by Jupiter Pro showing "runners" per launchpad on solana These would be any token that hits >$1M mcap + >$100k liq + >1k holders within a 24h period, and sustains said metrics throughout Big dominance by letsBONK.fun (multiple runners daily) and some Believe once

Sick new update by <a href="/JupPro/">Jupiter Pro</a> showing "runners" per launchpad on solana

These would be any token that hits &gt;$1M mcap + &gt;$100k liq + &gt;1k holders within a 24h period, and sustains said metrics throughout

Big dominance by <a href="/bonk_fun/">letsBONK.fun</a> (multiple runners daily) and some <a href="/believeapp/">Believe</a> once
cpt n3mo (@cptn3mox) 's Twitter Profile Photo

Onchain holding up like champs during this nuke - my sector picks: DeFi / eth - $EUL AI / base - $REI Meme, Bonk eco / sol - #USELESS $GP

G | Ethena (@gdog97_) 's Twitter Profile Photo

Seems as though the DAT phenomenon is quite divisive, wanted to share some thoughts on why we thought this was a worthwhile pursuit: