yall still think its a meme that i have 100s of addresses or naw rily
i hate the assumption that 1 address = 1 user

skews both ways tbh

single users with hundreds of addresses
single addresses of a custodian with thousands of users
btw i think unique users is cute but ultimately useless and gameable vanity metric
but i suppose since we're moving into the attention economy, its a good idea to try and optimize and cheat on that metric for apparent social validation
fr

who cares about villages of objectively "unique users" that are airdrop hunting by transacting $50-300 to qualify for free dump tokens

vs

a whales that legitimately value your services and are willing to push millions through it, even without an airdrop

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More from @DegenSpartan

12 Oct
if ur sybil farming airdrops:

- dont transact with the same amount
- dont link addresses or clusters
- do other sorts of transactions to fake activity (like other airdrops)
- vary time of day and tx order
- dont roll it all back to 1 ENS or get caught
- rinse repeat
- rich, etc
why should i encourage people NOT to abuse the fk out of it?

imo unique address airdrop is a shitty cheap one trick marketing hype pony and i do not like them
dont hate the playa, hate the game
Read 5 tweets
11 Oct
been struggling lately with position sizing

- sizing from a risk mgmt perspective

- sizing such that the expected return is worth the effort

no solutions, just sharing thonks
some people have mathematical formulas that tell them what % of their portfolio to bet, some has other methods

but usually the problem is that the optimal size projected is much larger than the current liquidity of the project

so do you skip it? go for it? size down?
if you skip it, it has to be an operational reason, since if ops capacity was available, you would take the trade, even if you needed to size down cos of liq

but most of us are retail and time and energy are our limiting factors, making it physically impossible to increase load
Read 9 tweets
11 Oct
early NFT artists getting shit from the non-NFT artist community, really reminds me a lot of

early crypto adopters getting shit from our tardfi peers

funny how those same peers that told me its a scam going to zero a few years ago are now buying fractions of a bitcoin this year
im quite indifferent about most things, but seeing such a familiar situation riles me up

i still maintain my ENS not to flex to CT, but mainly to flex on all the tardfi bros that told me years ago that crypto was a scam and i should buy stonks instead

7 figs now
8 soon

HFSP 🤝
yes, the testing play address that i no longer do any activity on except basically SNX and AAVE staking
Read 4 tweets
10 Oct
me for the past 3 hours thinking where i should rotate my stables to Image
endless farms in the 10%+ range
plenty in the 20%+ range
a few large ones that are even higher, but im trying not to have a single point of failure
took a nap
dreamt of hentai
gained access to 4th dimensional realm
consulted with several oracles for the world's fate
received true visions of the future of parallel universes

i know what to do now
Read 4 tweets
9 Oct
good thread and mental framework

"mo money, mo problems" absolutely exists

money should be used to blast away problems, not attract and breed them

if becoming wealthier has made you more unpleasant to be with, more unhappy, unhealthy or unsatisfied

you're suffering from MMMP
6529 talks about an aspect of L5 as being motivated by "the love of the game" and that resonated well with me

that's definitely one of the reasons why im still here tbh

to reach L5 post consumption / self actualization, i have some suggestions myself

Read 4 tweets
8 Oct
considering that ribbon is part of the VC's investment portfolio, i think its safe to assume that the analyst went rouge and this was not a sanctioned activity

makes you wonder if privileged information was discovered by the analyst which led to the execution of this strategy
i mean, unless they are all extremely spastic
Read 4 tweets

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