TheSkyhopper
@TheSkyhopper
Followers
15,418
Following
315
Media
2,449
Statuses
11,880
Retired. Just watching from the sideline. Maybe a shit post or two.
Tennis, ski, golf, fishing
Joined March 2020
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
Oasis
• 537184 Tweets
SB19 GRACES BILLBOARD KOREA
• 422537 Tweets
Switch
• 254036 Tweets
Shadow
• 184559 Tweets
#SonicMovie3
• 150839 Tweets
ニンダイ
• 98382 Tweets
#西園寺さんは家事をしない
• 58340 Tweets
#GMMTVLiveHouse
• 34298 Tweets
Toney
• 30407 Tweets
アトリエ
• 28155 Tweets
インディー
• 26589 Tweets
グレイセス
• 22276 Tweets
#NintendoDirect
• 17783 Tweets
ときメモ
• 17537 Tweets
ときメモ
• 17537 Tweets
ドラえもん
• 15929 Tweets
幻想水滸伝
• 11153 Tweets
Pinned Tweet
Hope y’all make it in this cycle!
I’ll watch from over here, having this beer or two.
Good luck!
4
0
30
all
@Wonderland_fi
and
@danielesesta
and all of Frog Nation:
It’s a start of a conversation hopefully.
Feedback most appreciated!!!
178
162
1K
In
@DeribitExchange
Option-Land, 2021 is gone and 2022 is in. Pre-and post Max Pain on
#bitcoin
pricing. Potential energy (capped by expiries, gamma) turning into kinetic energy. Gotta think we do see 50,000+ first week of 2022.
22
32
404
Low IQ in a bull market = High IQ
Low IQ in a bear market = Low IQ
10
25
359
Is there any list like this? 2022 has been a sobering year eh?
I hope I get some of those Rolexes on a fire sale...
21
59
331
@zhusu
So a surreal thing happened a few months ago, by my monitor, maybe during sunset.
I found out that two Andover/Columbia grads (one asian and one white) waded whole body into fraud and fucked over my community and friends, ignoring simple ethics.
4
9
311
3AC liquidated. Let’s just make it clear.
BlockFi can confirm that we exercised our best business judgment recently with a large client that failed to meet its obligations on an overcollateralized margin loan. We fully accelerated the loan and fully liquidated or hedged all the associated collateral.
57
186
1K
6
23
219
Credit Suisse fucks up so hard they get a lifeline for money.
Turns around and uses that lifeline to buyback their own issued bonds at bombed out prices brought on by themselves…
If there ever was a tradfi “GTX” 😂
8
15
182
For all
@Wonderland_fi
Frogs:
A DAO should outlast individuals, judgement misses, etc. Does it matter who brought the community together? Its now a community. That is value.
There's ways to get the same money back without shutting it down - see OHM
12
22
185
@KyleLDavies
What’s a mystery is how you and Su did what you did. You think its a lowest low? No. It’s theft.
Where’s everyone’s fucking money?
You fraudulent fuck.
4
1
163
I think
@zhusu
and 3AC completed the most amazing job of single-handedly of destroying crypto.
F-cking staggering stats! They will have contributed to the destruction of every day people (Luna shilling) to institutions (lenders etc). All in 6 weeks.
17
8
112
I love crypto. How this $Luna can have a 6 billion FDV.
Not much of an ecosystem, a founder who I truly believe should spend a long time in prison.
The dumbass retail bid premium is something that we can always depend on. Wagmi.
14
8
108
There is so much irony in this where you can’t tell which one is a democracy and which one is ruled by an autocracy.
🇭🇰 June 1: Hong Kong government approves trading the following tokens:
$SAND, $ADA, $MATIC, $SOL, $AXS, $ATOM, $DOT, $UNI, $LINK, $LTC, $AVAX, $XLM, $ETH
🇺🇸 June 5: SEC sues
@cz_binance
for having markets for:
$SAND, $ADA, $MATIC, $SOL, $AXS , $ATOM, $FIL, $MANA, $ALGO, $COTI
335
1K
4K
7
22
107
As a trader, it’s a small miracle to have even survived and stuck to crypto the past 22 months…
If you're a trader, over the next 2 years this market will be soooo much more forgiving than the last 2 years have been.
21
7
323
12
6
101
We were always asked to pay down a few hours early on
@maplefinance
. This
@Maven11Capital
pool shows that there is 31 out of 38.5 million lent to Orthogonal Trading - who it appears to have missed this payment.
5
10
103
A lot of crypto pro traders are ex bankers, or top quant shop, hedge fund crossovers. Cold blooded assassins who are experts in the game. Amateurs are playing against them - I wonder who is NGMI?
12
10
102
My Pro-Coiner PSA:
Don't be a honey pot for your hard earned and converted dollars/euros/yen... for a Central Bank.
#bitcoin
7
16
97
@CumberlandSays
@cmsholdings
Errr… Lehman had 600 billion of assets and I guess 550 billion of liabilities.
6
0
92
Damn... I guess no one cares we paid back 20 million USDC... Guess its not... size.
@BastionTrading
repaying a 20 million $USDC slug nearly 12 hours early for
@maplefinance
loan maturing today. How do you like dem apples?
6
4
45
15
3
85
Lets go!
@Wonderland_fi
WIP
#7
voting has now closed, and passed with over 97% in favor. Please welcome
@TheSkyhopper
as the new TM for Wonderland! ♥️ His initial contract is for a period of three months. We all look forward to working with him as Wonderland takes its next steps forward!
4
11
67
14
5
86
This is a cunning move by
@SBF_FTX
as well. As there are probably certain default triggers, FTX can take over
@blockfi
in whole of those terms trigger. 5 billion valuations of equity … not just held hostage by in theory of $1 of secured debt.
@BainCapVC
rekt.
4
16
81
It will be great to see 5000 $BTC and 250 $ETH, 2 $SOL, 0.5 Avax and 0.01 FTM. Liquidate everyone and clear the air.
14
2
78
30 Billion Dollar Fixed Income Fund ran by $UBS. Rekt it’s investors on Evergrande.
Yet the SEC thinks they should be concerned about Stablecoins like
@Tether_to
and
@circlepay
?
4
6
76
I know
@zhusu
,
@kyled116
,
@cmsholdings
all mentioned this negative funding - the funding in some places have turned minimally positive. Its a good sign of solid (physical) buying I reckon. Good increase in stablecoin market cap too to support it. I would believe real inflow.
2
4
80
$DAI market cap is now larger than $UST. 🤣
5
6
74
Say what you will about
@Wonderland_fi
- but this redemption is a result of a community member (not management) proposing, and with a sensitive topic like this (look at other DAOs), this went smoothly.
Thanks for the Dev Team and Mods to make this really work.
The redemption value per wMEMO is:
▫️$32,466 USDC + 229,082 BSGG tokens
4
2
11
6
11
75
FTX 2.0 doesn’t need to be built from the ashes of FTX 1.0 itself.
It can be built off the scars of the users burned by Sam and his dipshit methhead friends.
And that’s what I gotta say about that.
5
8
66
Here is a more detailed proposal. (I can’t give away everything in terms of strategy.)
Ultimately though, I want to work alongside
@danielesesta
: it’s honestly the best situation.
3
9
69
My positions got whacked by the DogeFather himself
@elonmusk
. Why? Why? 😭
Where is my
@bitfinex
printed cloth tissues
@paoloardoino
? Send me a tablecloth, a napkin isn't gonna be enough.
20
5
65
I want to take this time to remind
@cmsholdings
that in a couple of years that can be you whispering into the SEC Chairs’ ear.
1
2
65
@CryptoBran_
@bitfinex
I was hoping to get higher… but like 3AC is using Perfomance Enhancing L1s. Hoping this gets them disqualified.
2
0
63
In my dream is a situation where:
1) All those US Senators shorted
#Bitcoin
into their votes - knowing its not insider trading and can get away with it.
2) Now they are getting rekt in this move up.
1
3
58
@fintechfrank
I calced 2 billion dollar worth lent out based on monthly interest payment announcements there.
We had all our lines pulled by May end. So they must have been lending to someone... a false savior that ended up fucking them.
3
1
59
@brian_armstrong
I think you launch the product anyway. The SEC doesn't make laws. They enforce them. Congress makes laws and the US Courts help further define them. I think in this world, if you have a bit of $$, just go straight for litigation.
1
0
57
Here is the estimated $GBTC vesting schedule on a weekly basis. There's a couple weeks off over the quarter end, but Mid April, we see the October Subscriptions come to be free. Here to End of June is quite a gauntlet of shares getting free. This week is rough so far.
8
14
55
$wMEMO vs $ETH after “SifuGate” nearly 11 months ago as we look at the end of the year.
@0xSifu
“came back” as an active participant in discord in April. And has been present for this long term rally.
I was a treasury manager April to July (the peak so far if I may brag).
10
6
58
About $MIM - and Abracadabra... There is 8.4 million USD in bad debt, with a tacit promise that the treasury will cover. Issue is with illiquid yveCRV is not moveable, there's 7.8 million to cover 8.4 million... That assumes ZERO runway...
7
9
56
Think
@mgnr_io
quit while ahead.
Many of us had/has edge still in other markets: crypto just provided a whole lot more … though it seems in retrospect it was funded by a massive Alameda Zhupercycle.
Personally tradfi now seems a lot more interesting.
4
2
54
Birth of a new meme.
1
2
57
@Wonderland_fi
... look at that rock star... ok ok, steady as a rock performance through this debacle. $wMEMO
7
11
56
@ledgerstatus
@Cointelegraph
I know a lot of big FTX users in Dubai…
Not sure going to Dubai is a great idea…
5
0
57
So… me looking at the filing…
So BlockFi is a creditor to FTX that lent to Alameda that lent to Emergent which is a shell company owned by SBF that bought Robinhood shares that were pledged as collateral to guarantee to BlockFi the loan to FTX that was used to bailout BlockFi itself
708
1K
8K
0
9
55
Celsius didn’t have a business model at all in reality where at such scale profit margins would be impossible.
FTX - in itself - actually had a business model that was working (in a way) and at scale would be insanely profitable.
Lots of tradfi guys are comparing celsius to ftx and this really proves my point of these guys not really having any idea wtf is going on
celsius was a literal ponzi scheme, ftx was a profitable exchange
33
8
122
5
7
45
How does Senator Warren keep winning her seat? - like really, I mean there should be a bi-partisan effort to unseat her in the primaries with a much smarter, nicer, and significantly less bitter Democrat. Are there any Kennedys left?
7
1
52
Crypto just isn't right without an annual stablecoin depegging event or three.
$TUSD getting hammered as its implied that redemptions are throttled and
@binance
didn't include TUSD staking on the new launchpad.
5
9
54
Just noticed 6,000 followers... I guess maybe some are bots, but also I think there's quite a few real ones too. Thanks for the follow 🙏 everyone. Hope I can churn out marginally better crap here.
4
0
54
@BTC_Archive
“Potential…”
Yeah… I too occasionally buy powerball tickets and pray too for billions of dollars.
2
1
51
This is
@Tether_to
$USDT backing. 90% is in fairly good quality liquid stuff for sure at the very very least. Other stuff overall looks ok as well. Happy to answer what I think on the rest of the breakdown.
5
4
50
Here's an example of optimizing capital in Wonderland.
Less IL risk on MIM/USDT, a lot more volume + and fees vs. MIM/ETH.
(If AMM like profits want to be made, can sell a portfolio of say MIM/ETH strangles to market makers competing for business when AMM returns are bad)
2
3
49
At least there's transparency in some protocols on shortfalls...
$MIM, is officially on partial reserve... with 8.4 million USD of bad debt or about 8% of circulating MIM.
At least,
@MIM_Spell
has 9.7 million USD worth of assets in its Treasury. But 2 million of it is yveCRV.
6
7
48
Give the bank a break. They doing their best to slow down the bank run. 😂
Been in Wells Fargo (had account here 20 years) 2 hrs trying to get 10k cash.
Given passport, drivers license, 3 WF cards w/pin, ss card
I’ve answered
What color was your 1994 F150?
Your address 20 years ago?
What state does your mom live?
They still won’t give me my $
2K
2K
10K
1
3
49
A near 100 million dollar bullet repayment comes due in 24 hours from
@wintermute_t
to
@TrueFiDAO
USDT pool. I've gotta think this is the single largest loan taken out on a public-transparent loan protocol.
6
5
47
This is a trying time that a lot of everyone needs cash. Also, trust has been broken one step too far overall in terms of crypto trading firms. We think the right thing to do is to return borrowings.
We follow:
@folkvangtrading
, and
@nibbio
who I have seen return it all on: 🧵
1/ Bastion Trading will be returning all borrowings we have on
@clearpool
. We would like to give some peace of mind to our lenders who may look to withdraw funds in these trying times. We currently have no open loans on
@truefi
or
@maple
where we have previously borrowed.
2
4
40
4
4
48
Update: We only have residual exposure to FTX. Great work to our team to mitigate our risks to our equity and to our lender stakeholders.
I'm old, having traded over 20 years professionally. I've seen a lot. I've survived by choosing not to die on any given hill.
Since we have lenders in
@ClearpoolFin
: transparency regarding what I we are doing - for the abundance of caution - is warranted.
We have significantly reduced our collateral exposure to FTX. Fundamentally, FTX and Alameda probably be just fine - yet its stupid to take chances.
0
12
46
2
6
47
@BastionTrading
repaying a 20 million $USDC slug nearly 12 hours early for
@maplefinance
loan maturing today. How do you like dem apples?
6
4
45
Since we have lenders in
@ClearpoolFin
: transparency regarding what I we are doing - for the abundance of caution - is warranted.
We have significantly reduced our collateral exposure to FTX. Fundamentally, FTX and Alameda probably be just fine - yet its stupid to take chances.
0
12
46
Final vote
@Wonderland_fi
:
It is closer - but not super close. Flipped so hard too.
No matter what - Frog Nation is amazing.
2
5
46
@BennettTomlin
Please elucidate me on how it is robbing?
Maybe you should educate yourself on what this Sifu token is, how DAOs work.
No need to sow hate because you’re poor and he isn’t.
15
3
48
Simply looking at nominal yield rates on
@ConvexFinance
for stable staking, most fail to even get 3%. A comparison:
@IBKR
pays 4.6% and even with a 30% tax rate, you'll still be better off with IB.
5
9
46
But you can ask me what 08 was like. I was 28 and I was a mid-senior equities derivatives trader for a bulge bracket bank that bought another one.
6
1
44
What is this war now between BSC and ETH?
1) It’s true ETH gas costs have gone to point that it can only be used by whales for ERC20. But not true such whales go poor.
2) Also, BSC probably isn’t the final solution either. I like it now only Becuase of fees.
3) Solana anyone?
13
3
47
Too bad they will f*ck it up on uncompetitive fees probably.
@coinbase
[DB] Coinbase Plans to Launch Offshore Derivatives Exchange as Soon as Next Week: Fortune
137
300
2K
3
1
47
So, looks like the guys
@bitfinex
like
@paoloardoino
has created a new stablecoin called $LEO. Might currently have lower volatility vs. USD than $USDT itself. 🤣
6
2
46
Creditors - we need to get an injunction to stop having
@FTX_Official
allow any more withdrawals.
Also, full and quick removal of
@SBF_FTX
and to turn him into the police.
And then, a one shot allowance for EVERYONE to get the liquid assets that left in the exchange pari passu.
5
5
44
@asiahodl
US Citizens are taxed globally unless you expatriate poor. (Singapore tax is a tad higher for expats if I recall -
But pretty similar). Nothing sucks for your wallet as bad as being American.
5
0
41
Oh putain!
.
@binance
is under investigation by French authorities for "illegal" provision of digital asset services and "acts of aggravated money laundering. By
@iamsandali
and @
@jackschickler
.
250
252
797
6
4
39
To your average shitcoiner:
You’re just exit liquidity for VC, Hedge Funds, Trading Shops, and Founding teams.
Watch out for those who shill the most.
7
3
43
@SalsaTekila
The former. Everyone in Manhattan are loaded.
Even years ago, I was a VP at a Investment Bank there and I felt poor. It was surreal.
1
0
39
I realize that everyone is a raging capitalist when the markets are super good.
Once its rekt, its funny how so many of them turn into communists.
8
5
42
Achievement unlocked. Improvement on time to blocked by factor of 6x from his gf Suzy Zu.
7
0
45
So it’s 9 AM EST - banks are open, and the $USDT has completely closed the arbitrage spread (it costs 10 bps to redeem).
What did you all expect would happen?
Tether has been through hell and back and been from 2016. Don’t mess. It’s not a Do Kwon ponzi.
3
5
42
I have seen a lot of Evergrande (thats ticker btw) isn't a contagion risk (tweets, analysis, media coverage).
The very thing that everyone seems to think its not a contagion risk, makes me worry its a contagion risk.
5
2
44
If you eat a lot of oysters - make sure you have a Hepatitis A vaccine. Prevention is key.
Very much like fully vetting a counterparty that borrows billions when they are already rekt and uses it to buy a luxury yacht and a GCB off Bukit Timah.
The next time you enjoy a plate of oysters — take a moment to reflect on the power of turning an irritant into something beautiful. Eating them can be a reminder of the resilience and adaptability required to succeed.
#youarewhatyoueat
#survivingandthriving
#pearls
#flex
30
6
30
3
4
42
A lot of volume is day trading or significantly higher turn - this is traders just churning on each other. A REAL buying of 125mm is material to the true supply demand.
I can tell some of you have not executed size before. Let me tell you buying $125mil/day of $BTC for 3 months is a lot.
187
178
3K
1
0
41
Well, over in
@0xSifu
land, there's $wMEMO that is actually up, $SIFU thats barely down amd $UWU that doing slightly better or on par with the majors...
Not a bad showing in this sea of rektness!
8
4
42
