Joined August 2021
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ashesh | ∑: retweeted
Don was looking for @The_G00fs spots to offer our Soldati. He's gone MIA since then. Did anyone see him? Syndicate 🤝 The G00fs Raffle live in our Discord: discord.gg/5CtepFcZs2
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We all agree @worldmarketsinc UI needs some work, but team is on a mission and I just love farming $ETH 50 % funding rates on a $5,000 position opened with my humble 115$ collateral, which is now $137 four days later.
story time: a year and half ago at megazu in chiang mai, @kevin_worldm proposed the exact same idea as bountyworks. back then he was building a real-time lending protocol on mega we all had a good laugh and forgot about it. a few months later, he merged the co with @worldmarketsinc to build the first fully onchain trading venue ( remember: there's no backend!) i guess some ideas are just so hilariously dystopia that someone's gotta build it
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Mutant Ape ❌ Mutant Momo ✅
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Replying to @Obesepotato_hl
A few things for you. 1. Mega literally just hit a throughput ATH yesterday, and is currently second to only a small subset of chains (Polygon, Base, Solana) and ahead of mature chains like Arbitrum. To say no one is using it is just being willfully ignorant when the data is easily accessible. 2. If your takeaway from all my commentary on HyperEVM was "mega TPS 100k hurr durr" then you missed the entirety of the point. Amazing. I very rarely bring up TPS because it's a universally-agreed-upon horrible metric that can be gamed and/or misrepresent what's ACTUALLY trying to be communicated (throughput!). HyperEVM is brought up because people try to long-dick it as a massive value prop for HYPE despite it being one of the least performant and builder friendly execution environments across all of crypto (which is shown to be the winning factor post-Ethereum) AND Jeff explicitly saying that it's not meant to be compared to other gen purpose chains - it's only additive to HyperCORE. It will be forever behind all of its peers because of its starting point and shouldn't be the focus of anyone's thesis for the asset because it will harbor very few successful, non-consumer applications (which is fine). Reiterating my statement of "People are under pricing HyperCORE and overpricing HyperEVM." 3. On HyperCORE: It is not a general programming environment. Because of that, it's neither appropriate to compare it to the MegaETH's or Solana's of the world (because eco builders have ~0 access to it outside of things like oracle pricing derived from it and pushing assets to it) AND because that 200k upper bound is demonstrative of why TPS is a horrible metric. HyperCORE tx are exceptionally lightweight compared to the complexities of a turing completing execution environment because of what they don't have to account for. I don't (and won't) compare the two because it's like saying a sportcar isn't as fast as a bullet train. Sure, the bullet train is "faster" but it's on a fixed railway and has a very narrowed focus on outcomes. That's neither bad nor good - they're just different and it's retarded to compare them. I bought a large amount of HYPE over a year ago. Rotated my entire Ethereum bag into it and haven't touched it since. Fortunately/Unfortunately that does not stop me from being critical of these systems or commenting earnestly on them when I see things worth pointing out. Hope this helps.
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SCAV is a veteran racer who has spent years on the circuits, building a reputation that few can ignore. He thrives in the chaos of competition, always finding a way to leave his mark on the race. Most racers never notice him until it is too late, but once SCAV gets involved, the outcome is rarely the same. You race against the competition. You survive SCAV.
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Part of the massive FUD surrounding @MegaETH comes from the fact that they're actually in uncharted territory and there is no playbook for what they're trying to achieve. They actually dared do something completely new, which means trying things that don't work and disappointment for participants with high expectations based on standard models. They managed to make a hard decision for a better use of ressources and long-term outcome (see picture) but the timing couldn't have been worse with an already divided sentiment on execution. Mega's reputation took a serious hit: $MEGA holders and Flux depositors (I'm one of them) are in absolute shambles, apps jumping ships for bigger cheques (dirty), community trust suffered from it all. Most projects fail because they can't adapt and/or give up. And MegaETH is literally doing the opposite. Because of how things unfolded, it is quite hard to be short-term bullish on MegaETH as a whole, but my bet is : it is because of the things they are taking heat for now that the team stands out and why they are more likely to succeed than most. If team learns from their mistakes, doubles down on shipping quality innovative apps and keeps taking/acting on feedback, I think Mega will make it. What I would like to see personally: > Transparency on $USDm (yield, buybacks) as I don't understand why the engine of Mega's innovative model is so opaque. Why hide the flywheel? > Mega Mafia apps that stay on Mega if they received MegaETH $$ > Communication channels between team and community ( I believe should be addressed with new strategy mentioned by Bread) In the meantime, I think it's good to keep a few things in mind: > Excessive FUD blinds people to the valuation of $MEGA, with one of the best P/E out there, sitting at $50M market cap for $7M annualized revenue. > The real-time tech enables performances you cannot find ANYWHERE else in crypto. Apps like @Euphoria_fi are only possible on MegaETH. > The stats of the stress-test week in January proved MegaETH tech is far beyond any other product currently available. > $MEGA trading is currently speculative, but unlike the majority of chain tokens, it is a key component of the chain's architecture, and enables revenue streams that are completely new. Expect a violent repricing when they go live.
It's just mismanaged expectations, which are downstream of a shifting ecosystem and value accrual landscape. To date, what we've done is a healthy mix of tried and net-new mechanisms. New: - Our own accelerator for app building on a chain that didn't exist yet - How we approached raising (from everyday users) - Opinionated tech that is (still) well-beyond the performance landscape of the entire crypto ecosystem and offers novel mechanisms (native oracle) - Day 0 native stablecoin for value capture Old: - Terminal / Points program - Broad ecosystem support (even if lower than more-mature and well-capitalized ecos) A lot of the items from the "New" category was because we saw the change in tides for infrastructure coming, and aimed to get in front of it. The stuff in the "Old" category were attempts to preserve what has worked in the past. With Terminal shutdown, we're acknowledging that crypto as it was, and the playbooks that come with it, don't fit in 2026 unless you're as-well capitalized as those same infra projects from the 2021 vintage. Even then; the outcome of spending all of that time and energy while competing with massively capitalized and mature competitors is a an ecosystem with very little value capture for itself. So we adjust, reflect, and enter the next era of Mega. That does not mean crypto users are bad, or CT is extractive, etc, etc - it's just an acceptance that the path where we deviated from net-new outcomes and Mega value capture left too much out of our direct hands and we didn't like where that ended up. The numbers didn't make sense for us or our users. Going forward we intend to have a more-focused approach on where we direct our time and energy, which includes focusing that time and energy on ourselves and what we can bring to market. Some people are going to disagree with that (app teams included). That is fine. If what we were doing was consensus I'd be worried. All of the decisions being made is because we see where crypto is headed and are in the unique position as a young ecosystem to fully embrace and mold towards it. We do that because we want to win.
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ashesh | ∑: retweeted
Love to see @Tulpea_org making moves to expand their operations. The first real-estate yield project on MegaETH now owns 100% of a 1600 sqm plot in Koh Samui. Really glad I took part in their Genesis vault and was able to collect Bulb points during S1. I happen to love Thailand, would be sick if Tulpea depositors could get perks at properties owned by the project 👀📷 Kop Kun Krab 🙏
We just acquired another 1,600 sqm plot in Samui. Again, it was a forced sale The lawyer who handled the transaction told us he had never seen such a low acquisition price in this area. This is something we’ve started exploring in parallel with our other verticals: how can we make forced sales significantly more liquid and efficient? Illiquidity is one of the core characteristics of real estate (or a feature?) but tokenization could fundamentally change that. There is definitely a strong pmf to: •⁠ ⁠use your property as collateral instantly, regardless of its localisation •⁠ ⁠buy a fraction of a heavily discounted asset in one minute alongside other investors •⁠ ⁠provide liquidity to owners who urgently need cash without going through months of intermediaries The market opportunity is really huge, but legal obstacles are too: •⁠ ⁠How do we bring a real-world asset onchain without excessive costs? •⁠ ⁠How enforceable is tokenized ownership in practice? In many cases today, holders only get economic exposure •⁠ ⁠How do we ensure a tokenized asset cannot be resold offchain by the original owner? •⁠ ⁠How do we connect legal registries, SPVs, and smart contracts in a robust way? We’re still exploring the right structure, but the interesting part is that we’re learning through real operational experience while currently setting up the legal framework around the Samui developments Anyway, our total land acquired in Samui is now 5,600 sqm. @Tulpea_org owns: •⁠ ⁠33% of the initial 4,000 sqm development •⁠ ⁠100% of the new 1,600 sqm plot No plans to aggressively expand our land exposure further for now. The focus will be execution during this month of June We’re currently preparing the construction phase: •⁠ ⁠likely 11 villas in total across both plots •⁠ ⁠although we’re also exploring a very high-end positioning for the new land, potentially building one ultra-premium villa instead of 3 standard premium villas Our next steps: •⁠ ⁠Finalize architectural plans •⁠ ⁠Finalize contractors •⁠ ⁠Adapt our financing product to better fit off-plan developments •⁠ ⁠Launch the funding rounds (funding for 3–4 villas is already escrowed) We’ll keep sharing the process as we move forward
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> ~220 $ETH volume in just over 24 hours > Post-reveal pump > 1/1s going for 0.5 $ETH > Insane hype and interest > @AdamWeitsman owns 1.48% of total supply > Stable accumulation at 3x mint price > @Dario_Desiena quick to act on feedback @R3ORDR is far from finished IMO and next leg up feels imminent.
Jun 2
SYSTEM_LOG://UPDATE COMPLETE The protocol upgrade has been successfully completed. All 69 one-of-one entities are now fully aligned inside the system and correctly classified within the metadata. You can now search for them directly on OpenSea using the Edition → 1 OF 1 trait. 🔁
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It's been a rough ride since MegaETH TGE to say the least and convictions were put to the test. Those are hard times the real-time chain is going through, but that's precisely when the real, die-hard founders reveal themselves. Some have given up. Many are silent. @badbunnz_ keep shipping. Perps are live on @PrismFi_ and the super-app is fully integrated with MOSS !! A reminder that even without Terminal, you still earn Prism points for using the super-app, with a boost for Bunnz holders 👀🐇 Bad Bunnz is and always was THE Alpha.
Our app @PrismFi_ just got a major upgrade: Perps are now LIVE! The everything app keeps evolving, now fully integrated with the @megaeth MOSS wallet, currently in private beta. Trade, explore, and manage all your onchain activity from one hub, with one wallet, all in a single click.
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I posted a few times about @worldmarketsinc as I believe it is truly a breakthrough app in the making, truly innovative and where you can actually PRINT money. But I realized too many people on here or even out of MegaETH either haven't really picked up on it or had a hard time understanding how it works. Well the bro @0xbeiu just dropped a cool article which guides you step-by-step through the whole thing. UI needs tons of work and the product is still in BETA, but the potential is massive and I'm confident it will be a leading app on MegaETH once completed! Team's got TONS of stuff in the pipeline!
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More perks for @TDS_discord members. Winning by default.
The @TDS_discord just got its own Otomato badge One of the sharpest private call groups in crypto, now flexing a dedicated badge inside Otomato. If you're in, you know. If you're not… well, that's the point.
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Jun 1
Claim your Free Mint spot flxeth.xyz/
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Our app @PrismFi_ just got a major upgrade: Perps are now LIVE! The everything app keeps evolving, now fully integrated with the @megaeth MOSS wallet, currently in private beta. Trade, explore, and manage all your onchain activity from one hub, with one wallet, all in a single click.
Perps are now live on Prism Powered by @GMX_IO, no added fees on top Try MOSS, now in private beta, for a smoother trading experience. Step 1: Click on MOSS Connect (you must be logged out of any wallet) Step 2: Create an account and fund it Step 3: Enable one-click for the duration of your choice Proven perps infra for a sharper onchain trading experience Link in reply
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ashesh | ∑: retweeted
The Deep State 🤝 @sleepagotchi Sleepagotchi is building the definitive AI intelligence layer for health and wellness, and the traction is undeniable. The Tech: 4 coordinated AI agents acting on wearable The Numbers: 50K DAUs & $2.5M combined ARR The Network: Partnered with Sony & Square Enix The Backing: $6.1M Raised (@6thManVentures , @1kxnetwork , @Collab_Currency and many more!) Airdrop codes coming to TDS . Looking forward for this one!
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You could have got into Normies under .01 ETH with @TDS_discord just saying'
"We bought & minted @normiesART under 0.01 ETH" Casual win for TDS and nft believers. Congratulations to @serc1n & the community. Higher!
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ashesh | ∑: retweeted
The Deep State X @yugen_gg Supply: 700 Leaders Chain: ETH (June 2026) Whitelist Pass Collection Floor: 0.17 ETH The doors to the YŪGEN world are officially open for TDS. Thanks for allocating spots to our members.
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