treasury company announcements for alt coins feel like the hundred million dollar ecosystem fund announcements from last cycle lol

$100M TVL as of 15 hrs ago $115M as of right now That is $1M in TVL every hour

This is how the alt treasury company scheme works : > Company ABC trades on Nasdaq at $10M mcap, with a share price of $10 > The company "raises" $100M from investors/VCs at its current $10 mkt price > These investors hold almost all of the company as a consequence > The company acquires $100M of an altcoin to become a treasury company (most scammy scenario is when the investors are the ones "selling" their locked tokens to the company) > mNAV is close to 1x when this deal is done privately > The deal is announced publicly > Retail can start aping into the shares of this company > The share price quickly goes from $10 to $30 because of the announcement > All early investors are sitting in a risk-free entry at $10 (risk-free because it's almost backed 1-to-1 by the altcoin treasury) > The next wave of retail starts buying at $30 minimum, ie 3x mNAV+ > 3 months later, the shares of the initial investors are unlocked, and the most mercenary ones will dump ruthlessly, and repeat the scheme with as many companies as possible Some people have understood that it's a guaranteed-profit loop that they can rinse and repeat as long as the market still pumps the new altcoin treasury names. There are a lot of opportunities in the crypto treasury plays but you must be aware of this dynamic going on against you if you are the retail that does not have access to the private deals. Also be aware that this scheme can be used to get rid of locked altcoins in some cases.

speculation for better information discovery and towards more efficient markets is one of the most beautiful phenomena in the world i met an AI researcher who had spent two decades in hft / jane street and ren tech before moving to sf and we talked about how fascinated i am by the concept of speculation as a pricing tool for otherwise inefficent / neglected markets and how we're approaching that with @metagametrade crypto is still a bit of a dirty word in sf but i was surprised to learn that in his circles of AI researchers, manifold markets is the most popular prediction market that folks check nearly daily pricing events (polymarket) pricing memes (pump fun) pricing communities (daos fun) pricing ideas (believe, heaven) pricing narratives (alt coins) pricing creators (@metagametrade) these types of niche markets spread through social circles of 'traders' who engage with the material every day and bet with prediction markets as a form of entertainment or validation of world view, constantly evaluating in their minds what the probability of, say 'AI outperforms humans in all mathematical research areas by 2028' these types of hyperlocalized markets that only intrigue a small number of extremely hyper intelligent / engaged insiders will only proliferate and we'll have an abundance of market driven information on how technology impacts society that is constantly re evaluated on a daily basis every cult community will have a financialized outlet to express their world view on how opinions or creators should be priced @metagametrade

Stream has surpassed 110 million of tvl •Within 4 months •Zero private deals •Providing the best yields at 1 click Sincerely thank you to every user and team that has supported us so far; Stream shall continue doing the utmost to provide the best yields at 1 click for every one of you Looking forward to rewarding organic users as much as possible Huge shoutout to some amazing teams we have had the pleasure of working with so far @ShadowOnSonic @SiloFinance @Trevee_xyz @SonicLabs @berachain @MEVCapital @AvaLabs @MidasRWA @reservoir_xyz @stabilitydao @elixir @EnclabsFi @GetYieldFi @YieldNestFi @eulerfinance @InverseFinance @FlareNetworks @TermMaxFi @term_labs @pendle_fi @spectra_finance @WildcatFi @hyperithm @roycoprotocol @SnakeOnSonic @ResolvLabs Just use Stream.

Received an offer from legit actor to buy our $1.8M allocation in @PlasmaFDN public sale in 3x. I answered that at this price, it was extorsion. Trillions.

only in sf ‘i would loved to be cucked by elon and have my wife have his babies’ - xAI employee

an example of this is that a few of my friends are involved with the next several hot treasury strategy launches we have more room to run for public companies experiencing price pumps for acquiring crypto bubbles always take longer to pop than one expects

companies that are afraid to let employees have personal brands are going to be left behind

did the cobie mm thread end up just boiling down to the fact that its crypto and projects scam so mms have to scam so projects scam harder so mms scam harder and retail gets fucked and binance says hey then let me fuck you back and projects and mms scam retail harder