Joined June 2024
- Tweets 86,287
- Following 784
- Followers 2,708
- Likes 84,522
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Jun 4
What was really going on with the MicroStrategy market on Polymarket?
We spent 6 hours putting this together for you
A full on-chain breakdown of this market.
Every angle covered:
> We surfaced the UMA wallets
> Insider traders
> Traders who got wiped for ~$530K on this market
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Jun 12
13% in 4 hours
called a no-brainer bet on Polymarket on $SPCX closed share price in tg
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Jun 5
$SPCX = $QNT 2.0
Same as every IPOP listing
Already posted about this but for anyone who
missed it:
> @tradexyz flips the oracle on IPOP tokens from an EMA to the real stock price the moment it starts trading on the exchange
> $SPCX offer price is $135
Same play
Same outcome
May 19
99.9% traders will profit from $SPCX
the token's currently trading at $2T mc on Hyperliquid with leverage up to 5x
here's why I see this as an easy 50% move on any size
What I dug up on SpaceX revenue from public sources:
> starlink: $11.4B = 10M subs × $81/mo
> launches: $5.5B (42 external launches for NASA etc)
> government: $1.6B (NRO Pentagon contracts)
Revenue 2025: ~$20B
Fair value calculated using comps from similar public companies:
> starlink: $7.2B EBITDA × 20 = $144B (sat-infra 10x, hyper-growth tech 25x)
> launches: $5.5B × 6 = $33B (Lockheed Martin with F-35)
> government: $1.6B × 8 = $13B (Palantir, AeroVironment, Anduril)
> starship: $4B NASA HLS contract, no revenue yet
So the floor sits around $300B
Given the data gaps and the upside, fine, stretch it to $1T
But $2T...
I don't see what has to happen for SpaceX to actually print that
I'm not a finance guy, but I opened a long-term short here
Feels like a safe long-term short on big size
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Jun 8
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Jun 7
having fomo i didn't buy alts and now i got no excuse to post that it's all dumping to zero
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Jun 4
My tg followers with ethereum:0x4a220e6096b25eadb88358cb44068a3248254675 short:
Jun 4
IT WAS THE EASIEST TRADE ON ethereum:0x4a220e6096b25eadb88358cb44068a3248254675
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Jun 4
IT WAS THE EASIEST TRADE ON ethereum:0x4a220e6096b25eadb88358cb44068a3248254675
Jun 1
2x mispricing on $QNT on Hyperliquid?
All you need to know to profit:
@Quantinuum is a full-stack quantum computing company
> raising ~$1.05B
> 21M shares
> $12.7B valuation
A bit more detail:
> price on hl: ~$100
> IPO prices: June 3rd
> starts trading: June 4th
> offering price: $45-50/share
> hl will link the oracle to the share price after the IPO
Just to be clear:
$QNT on @PythNetwork ≠ $QNT on @HyperliquidX
What you see on hl is an ipop token whose oracle is currently an EMA
Once the shares go live it'll track the NASDAQ price
So the current ~$100 is a pre-IPO synthetic
How often does an IPO open >2x above its offering price?
> in normal years it happens to <2% of all IPOs
> in all of 2025 only 3 names did a 2x on day one
> average first-day pop in 2025 was ~29% (and that was a record, hyped year)
So I think this is one of the safest plays out there that everyone can profit from
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Jun 3
$SPCX:
Announced the offer price at $135 (35% below the market) and it dumped instantly
$QNT:
Announced the offer price a few days back at $45-50 (50% below the market) and it is still holding at the same lvl
Jun 1
2x mispricing on $QNT on Hyperliquid?
All you need to know to profit:
@Quantinuum is a full-stack quantum computing company
> raising ~$1.05B
> 21M shares
> $12.7B valuation
A bit more detail:
> price on hl: ~$100
> IPO prices: June 3rd
> starts trading: June 4th
> offering price: $45-50/share
> hl will link the oracle to the share price after the IPO
Just to be clear:
$QNT on @PythNetwork ≠ $QNT on @HyperliquidX
What you see on hl is an ipop token whose oracle is currently an EMA
Once the shares go live it'll track the NASDAQ price
So the current ~$100 is a pre-IPO synthetic
How often does an IPO open >2x above its offering price?
> in normal years it happens to <2% of all IPOs
> in all of 2025 only 3 names did a 2x on day one
> average first-day pop in 2025 was ~29% (and that was a record, hyped year)
So I think this is one of the safest plays out there that everyone can profit from
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Jun 3
All you need to know about $EDGE dump
> 174 wallets dumped tokens into the thin @PancakeSwap pool all at once
> the drop spilled over into perps and cascaded through overcrowded longs
> @edgeX_exchange says the team had nothing to do with it, allocations didn't move
> OKX, Bybit, Bitget, Bithumb confirmed the cause was thin liquidity
What's next for edgeX?
> a 200k $USDC bounty for the attackers
> onboarding new MMs to deepen liquidity
> paying compensation to affected longs
up to 100k $USDC (half in $USDC within 7 days,
half in $EDGE tokens in Apr 2027)
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