dafuq 🔺 retweeted
$PSTR: From 1.5m to currently 9m fdv, they currently have more than $360k coming to buyback the token
They currently hold around 2% of the whole $PAPER supply.
If you still don't understand how $PSTR works here is a short explanation of their flywheel:
$PSTR (@paperstrategy_) might be the easiest HyperEVM play right now.
For those who aren't aware @papertrade_xyz is a perp DEX where losing traders earn $PAPER. Stake it and you earn a share of the exchange’s revenue in USDC. The key rule: once the house treasury passes $5M, every extra dollar traders lose goes straight to PAPER stakers.
PaperStrategy is built to farm that. They already hold ~1.5% of the current PAPER supply, all of it staked, and a big chunk of the treasury is still waiting to be converted into PAPER. That position keeps growing.
The flywheel is infinite :
→ Every $PSTR buy and sell pays a 10% tax
→ The treasury deploys it on Papertrade to get more PAPER
→ All PAPER gets staked and earns USDC
→ That USDC buys back and burns $PSTR
→ The buybacks pay the tax too, which goes back to the treasury
And it repeats.
On the burn side, ~$200K is still left to buy back and burn.
The catalyst to watch is Papertrade’s house treasury. Volatile markets mean more liquidations, and the pool grows : exchange.papertrade.xyz/hous…
As soon as volatility comes back, it will most likely push well above $5M. Then the excess flows to stakers, PSTR earns more, and the buybacks get bigger. The flywheel spins again.
Cheap PAPER accumulation + more capital to convert + $200K buyback runway + a volatility catalyst.
Everything is tracked publicly: paperstrategy.xyz/#numbers
dafuq 🔺 retweeted
This is wild. @frameXTV just got featured by YouTuber YongYea (1.1M subs) in a 540k+ views video he uploaded yesterday: youtube.com/watch?v=i3_pOAJO…
New users are flooding into the product and Discord right after this. 500 new Discord members since my last tweet.
After multi-million view tweets, viral Reddit threads, and major YouTube mentions, this project is genuinely gaining way more traction with the general public than CT.
solana:6MBf1XdZNSAaDKcxxbnCAngRUxBmwbHS5Ybe2rLRpump
6MBf1XdZNSAaDKcxxbnCAngRUxBmwbHS5Ybe2rLRpump
The organic traction on @framextv is actually insane. Might realistically become the most used crypto-backed product soon. Streaming volume always explodes over the weekend.
Already:
• 200k+ users
• 3,7m+ page views
• 3,000 Discord members
• Reddit threads pulling 1.6k+ likes and 500+ comments:
reddit.com/r/PiracyBackup/co…
reddit.com/r/PiracyArchive/c…
Tweets mentioning them gaining millions of impressions: nitter.gq/rajlol01/status/210936…
solana:6MBf1XdZNSAaDKcxxbnCAngRUxBmwbHS5Ybe2rLRpump was originally created by a mass-deployer with creator fees routed to the dev.
The dev fully backed it, put the CA on the site, and is actively integrating utility, opening early access perks and exclusive features for token holders (mobile app, watch party, etc.).
solana:6MBf1XdZNSAaDKcxxbnCAngRUxBmwbHS5Ybe2rLRpump
6MBf1XdZNSAaDKcxxbnCAngRUxBmwbHS5Ybe2rLRpump
dafuq 🔺 retweeted
I feel like @papertrade_xyz is becoming a great sentiment gauge. The house is always net short up to ~$100m, flipping long for literal seconds since launch. You'd assume that if people were just trading to farm $PAPER, OI would be somewhat balanced. Instead, the majority is always long.
The best-case scenario for the house LP and stakers right now is a slow bleed of -$1k a day, giving people enough time to re-long and lose more lol. On a fast nuke, there’s simply no time to re-long.
The biggest winner in all of this? As usual, my quant @paperstrategy_ $PSTR
Long degeneracy.
dafuq 🔺 retweeted
queen harness, first 3 days:
- 234 DAU
- 312 chats, 844 questions
- 2,072 tool calls
- 1,513 sources cited in her answers
what you can ask her:
- scan a token: authorities, liquidity, holders, the dev's wallet
- who sniped a launch and who still holds
- how a protocol works, with the docs it comes from
crawlnet.network/chat
dafuq 🔺 retweeted
this is the most common question asked by everyone on ct right now.
“why buy pstr instead of accumulating paper yourself”
holding $pstr is highly +ve than trying to accumulate paper yourself at current mint rate.
i ran the math in a spreadsheet (current data is probably stale) but let’s use it and put into perspective.
Papertrade LP is currently sitting at $4.97M. that’s 30 PAPER /$1 mint rate.
if you want to accumulate say 100,000 PAPER, the cost required through:
- direct liquidation: $3,238
- buy $pulp: $4,460
- buy $pstr: $1,697
- run delta neutral on $ETH at 50x lev for a 0.2% cost you around: $743
if you look deeply, you need more in direct liquidation to accumulate 100k Paper compared to running delta neutral.
and for DN, that means, you need more in margin $ for each leg at 50x or less.
holding pstr is extremely cheap cause it’s treasury keeps growing as people trade the token (read docs to understand the flywheel)
so this is easier for smaller funds if you’re looking for the same amount of paper exposure as someone liquidating $3k+ or running DN legs.
direct liquidation is +ve at the first hour of papertrade launch cause LP was under $2M. you get the 100 PAPER flat mint rate /$1
currently, pstr has no details on distribution but if you put 2 & 2 together, you can easily calculate your exposure cause the token supply is deflationary.
as pstr supply shrinks, so as your share in the paper accumulated grows + you get rewarded with price appreciation.
also this sort of give clarity on my previous post where i wrote why $pulp may never recover.
their treasury performance is weak and paper accumulated is not attractive enough for people to want to buy and hold the token.
this realization is what cause the token to dump (pstr dumps too, to around $1.23M but has now recover to $2.44M).
so ultimately, you can see the difference and the performance is reflecting in price their action.
pstr is a bet that papertrade is successful. so as long as papertrade continue to be a success and LP grows,
paperstrategy will continue to earn a larger share of the staking rewards because they currently hold 1.5% of the staked paper supply which put them as the 7th biggest paper staker on Papertrade.
psa: i do not hold enough pstr. it just piques my interest.
dafuq 🔺 retweeted
There's no subsidy. Our pricing is transparent, and we've committed 100% of distributable net profit, after model and operating costs, to ARIA buybacks and burns.
We’d welcome an independent company testing this with $10k–$100k in paid inference usage. Ideally a real production workload, not just burning tokens for a benchmark.
If anyone knows a team with that kind of demand, I'd love an introduction.
dafuq 🔺 retweeted
The engine of inference capital markets does not subsidize AI usage with trading fees. This is the only project with a moat like this.
This is also the only project I know that lets you route AI requests to clusters of datacenters. I've not seen anyone with this level of access before. $ARIA is not a simple wrapper on a wrapper project.
There's no subsidy. Our pricing is transparent, and we've committed 100% of distributable net profit, after model and operating costs, to ARIA buybacks and burns.
We’d welcome an independent company testing this with $10k–$100k in paid inference usage. Ideally a real production workload, not just burning tokens for a benchmark.
If anyone knows a team with that kind of demand, I'd love an introduction.
dafuq 🔺 retweeted
$ARIA thesis 154k → 4.35M (28X)
and it is still running.
follow & auto-trade @unborninfinite 's calls in the altcoinist private beta. 🔑
t.me/altcoinist_trenchbot?st…
Be Early.
$TIBBIR 1339x
$PONS 838x
$CASHCAT 314x
$LFI 77x
First. Always on @Altcoinist
Follow people who find tokens first,
get followed for being early,
trade in private with automations.
PRIVATE BETA NOW LIVE
Two ways to get early access:
✅ 100k+ total volume traded through Altcoinist
✅ 100k+ $ALTT held in your Altcoinist wallet
For everyone else, join our public waitlist by clicking below:
t.me/altcoinist_ai?start=utm…
dafuq 🔺 retweeted
Inference capital markets are being created on-chain. Hundreds of projects are launching tokens vying to be the go-to destination for inference.
But who is supplying the inference with enough scale right now? There are not hundreds, not even tens. It's just 2.
1. OpenRouter, valued at for $7B
2. @Entelic_Aria, valued at $2.1M
$ARIA can supply inference so much cheaper than the big guy, it becomes an undeniable moat. My belief is that every inference capital market and AI platform or project will eventually partner with Aria. When you can serve your users the same inference at a lower cost, you maximize usage and revenue for your project and your holders. It's not personal, it's just good business.
Aria will become the engine behind inference capital markets because it owns the network that no one else has. Unicorns will be born this cycle and they will need Aria to do it. Aria will be one of them.
I have been sitting on this DD for a while now. One of the biggest mysteries of $ARIA is how it can deliver lower inference rates 90% lower than anyone else and is that even sustainable?
I don't have a direct answer to those questions, but what I have found is direct routing to all frontier labs clustered by datacenters. It's a huge list of datacenters that you can manually choose your routes to, which impacts your API rates.
How does @Entelic_Aria have access points to what looks like all the datacenters in the world? AWS, Vertex, Kiro, Azure, they are all in the list.
Every inference provider out there gives you an api key and that's it. Most crypto inference providers are actually just wrappers of OpenRouter. ARIA gives you an api key and lets you CHOOSE the cluster of datacenters you want to provide inference with dynamic pricing base on that cluster.
I have not seen anything like this before. It's global coverage that covers every major model lab. What type of network and connections does ARIA have to get this level of access?
Nothing comes close to what ARIA has already delivered and I'm not sure if it can be replicated. Whatever the dev is doing, it's seemingly on another level and scale.
dafuq 🔺 retweeted
fitter, cheaper, private, more productive. the ability to suspend disbelief and blast. see only air above no conditioning.
higher, sillier, squeezier $ARIA @Entelic_Aria
a beast in a cage by a canal in venice on antifudotics.
if the jujus align then things can get real quick squeeze silly on $ARIA @Entelic_Aria. as said before could be the biggest sleeper or the most elaborate 0. so far gravitating toward the former.
dafuq 🔺 retweeted
Ordo is now verified by @blockaid_, the security team behind MetaMask and other major wallet protection systems.
If you saw a warning when connecting to Ordo Swap this week, it was a false positive triggered by a young domain running its own RPC infrastructure.
Blockaid reviewed ordofi.network and its subdomains and cleared them.
Same infrastructure. Now independently verified.
swap.ordofi.network
dafuq 🔺 retweeted
🔌The Ordo Swap API is live
Best route. Real output. Price impact. Ready-to-send calldata.
Add your own fee on top, you keep 100% of it. Every quote is simulated before it’s returned, reducing failed fills.
Built for trading terminals, bots, and any app using swaps/trades.
app.ordofi.network/terminals
dafuq 🔺 retweeted
We’re evolving the fee structure of $OURO to accelerate LP accumulation and build a stronger foundation for long-term sustainability.
➡️ LP Pool: 2% → 3.3%
➡️Airdrop Rewards: 2% → 1%
➡️Team/Ops: 0.7% → 0.4%
➡️Vault Performance Fee: 100% to LP
More going into LP positions ($PONS, $CASHCAT,
$AI (Artificial Inu), $MICRODUCK) means more protocol-owned liquidity generating trading fees over time.
This helps keep airdrop rewards sustainable and consistent while reducing their dependency on $OURO trading volume.
We’re taking less so more can go toward building Ouro’s fee engine. ♾
dafuq 🔺 retweeted
Ordo is the fastest @RobinhoodCrypto RPC we measured from Europe.
Median wallet-read latency from Europe today:
Ordo: 47 ms
publicnode: 48 ms
BlockMachine: 71 ms
Robinhood official: 151 ms
dRPC: 173 ms
30 rounds × 5 RPC methods, interleaved under the same network conditions, with warm connections like a real wallet.
Why the improvement: our own @RobinhoodCrypto node in Frankfurt now serves European reads locally.
Transactions still go to Robinhood’s US sequencer through our US infrastructure.
rpc.ordofi.network
dafuq 🔺 retweeted
INDEX holders — real talk.
$INDEX turns volume into tokenized stocks. That’s a clean RWA loop and it works.
$OURO is a different machine: same “hold and get paid” UX, but half the 5% tax stays as protocol-owned LP on the chain’s deepest pools (CASHCAT, PONS…).
That LP keeps earning when $OURO volume cools.
INDEX distributes.
OURO distributes and becomes the liquidity.
If $OURO simply marked INDEX’s cap today, that’s ~20x from here.
Not a prediction — just the size
CA: 0x8Ea0eB3505f5B3Bd2BbEa0fEBae0cE850cC73ecc
You don’t have to leave INDEX.
Just know there’s a fee layer being built next to it. $OURO $INDEX #RobinhoodChain
