Compo Capital @CompoCapital
Liquid Investor | If you're confident which end of the bell curve you're on then your views are too close to consensus New York, USA Joined October 2020-
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@liquidated_hl @DeriveXYZ Any data out there on derive margin balances vs aggregate option premium $ volume?
@Travis_Kling Archegos involved quite excesses levels of crime
@thedefivillain Has there been any guidance on premium ranges mgmt will/wont hit ATM? Personally view 2x as low end of premium should/would pay for VC exposure, but without guidance there institutional allocation side feel dubious
Headline alone moves my price on Clarity Act passing from ~15% → 50%+ if true. Viewed ethics language as WH's biggest redline issue. Read through on compromise = Trump willing to do whatever necessary to get this through. Hyperliquid.
BREAKING: The White House just agreed to ethics language covering Trump himself in the CLARITY Act, with DOJ enforcement instead of state AGs 🏛️. This could be the deal that finally gets crypto's biggest bill to a Senate floor vote. unchainedcrypto.com/white-house-ag…
Segregate performance by BTC up vs down in each window to filters out accounts making leveraged directional bets. You’re looking for wallets with alpha, not leveraged beta. These wallets rarely rank in top x% every month bc ‘dampening downside volatility = trading ability, sacrificing upside capture is the cost of doing business. Better signal is: wallets w highest % winning periods vs. losing periods, and among them, highest ratio of avg win % to avg loss %. Also, use 2wk or 4wk periods (not monthly) to avoid day-of-week distortions.
@0xLouisT @wassielawyer @MetaDAOProject Frames ‘% total supply’ industry standard as the incentive alignment mechanism enabling private investors to fund Twitter anons
@0xLouisT @wassielawyer Closest cryptonative analog is @MetaDAOProject, where all private allos are inherently team supply (either prior or incremental issuance)
@lesabrefomo Morpho for $500 please
@defi_monk Was a non-trivial mkt force pre-PM (link below) so I’d expect so - any PM liquidation data feeds out there? x.com/compocapital/s…
🚨 HL whale started to buy back his $HYPE 🚨 Total buy back = $11.3M $HYPE (605k units) In 3/3 similar historical instances the whale bought all his HYPE back same day. Wallet/TWAP: hypurrscan.io/address/0x4a20…
@tulipking Far more concerning aspects w grass than token/equity alignment x.com/compocapital/s…
@0xngmi Derive NTM from YTD & extrapolated via y/y vs ly comp or li early if not enough history
@trevor_flipper The relative mindshare is proportional to number of early users’ whose tax brackets changed
@skewga_hyper Looked into agg DEX flows across all HYPE pairs over the summer, data unequivocally supported incl in RFS supply calc
@Henrik_on_HL I am inherently adverse to zero-fee without nuanced understanding of how the littany of “zero-fee fees” (spreads/depth/funding/etc…) comp to fees on comp fee venues
@JackFarley96 @michaeljburry Imagine $NVDA bc outsized index weightings. My personal issue w comps v. prior capex cycles is that AI capex is more similar to WW2 financing than prior business cycles
@frankdegods Would be interesting to see how similar/different net buybacks relative to mc looks (gross buybacks/burns net emissions)
Anthony Fradella (IWO... @IWONTHEMONEY7
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triggyfroggy.hl 🌊R... @TravisTrigger
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taobanker @taobanker
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associate9000 @hunterhshsjs
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Barter @BarterDeFi
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Crypto Cobra @CryptaCobra
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fiddy.dime - priv/acc... @fiddybps1
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haku @hakump3
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good @thenarratol
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Marc Arjoon, CFA 🟪 @marcarjoon
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SIGMABULL Support @sigmabull_xyz
189 Followers 781 Following Welcome to Official@SIGMABULL support page.Having any issue ?Contact us via DM
Brooke Rizzetto @bbrizzzzzz
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Zackary Skelly @zorkary
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Toad || SUPPORT ✪ @thetoadmemedev
66 Followers 1K Following $TOAD "El Sapo Pepe" is a famous Argentine character created by Analía García in 1988
Dann lves @DivesTechs63
31 Followers 2K Following Official account of Dan Ives. Global Head of Tech Research Wedbush. Tech analyst on Wall Street 25 years. IVES ETF. Advisory Board of Zeta🎯🔥🏆🐂🕶️🌎✈️
Jimmy Rustler @0xDanchou
825 Followers 5K Following
Startup Painkiller @johna2an
553 Followers 2K Following DMs are open for Opportunities | prev @tenzorcapital @interstatefdn @YTWO_VENTURES | CUHK alum | Dota 2 Enjoyeer| NFA, DYOR
Jiawei Ma @XenoXchang3
8K Followers 9K Following Building @Tang_Fi_ Gambling addicted @polymarket 🎲 Partnership Manager at @alibabagroup & investor at lingfengcapital 👀 #Silver holder
Muhammad @andarai_m
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Matthew Newsome @SevenXMatt
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Victor τ/acc | X Ven... @VictorOnChain
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scotlmayfield @scotlmayfield
65 Followers 273 Following
Alec @alecxbt
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Jeff Burkey @Brrrkey
885 Followers 2K Following Head of Growth @adjacentmarkets Former @grayscale and @foundryservices. Infinitely curious about global markets.
mzhao8 @mzhao8
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gustavo am @gustavo_xAM
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Crisp @CrispBillington
130 Followers 1K Following
Bland @usebland
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@jason @Jason
1.8M Followers 6K Following Host: @twistartups @theallinpod @thisweeknai; I invest in 100 startups a year @launch & @founderuni [email protected] for life
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Harris @harris_p10
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Kyle @KyleM_FF
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16K Followers 292 Following Home for NFL and College Football Rosters, Formations, Matchups, Salary Cap Analysis, Transfer Portal Insights, and MUCH More! https://t.co/Oomf0bPJYp
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3K Followers 117 Following Crunching numbers and placing bets (responsibly). I post sheets and picks daily all for free. Praise God.
Ryan Reynolds @RyanReynoldsNFL
23K Followers 837 Following NFL Survivor Pools/ Awards Markets: @EstablishTheRun. Co-founder: @PoliticianPages. Former Associate Director @the33rdteamfb, Sports Illustrated.
Crumbs @crumbsfamily
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neel daftary @0xdaft
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Defined @definedfi
16K Followers 1K Following Tokens. Predictions. Perps. Sports. All in one, lightning-fast UI. No paid trending. Purely organic.
Andrew Percival @PDawg206
5K Followers 871 Following College Football #MetricsConsensus #CFBPicker #CFBTV #CoachEvaluation #NFLCensus #CFBSchedules #CFBMatchMaker #SouthernDominanceDay #StayAt4
Markets Alpha @MarketsAlpha
4K Followers 10 Following Tracking all things @Markets_xyz @HyperliquidX Find insider wallets on https://t.co/BGKCN8E34J Download the app 👇 https://t.co/a3Y6sHDSv5
Asta @UseAsta_App
146 Followers 4 Following a social prediction market app for Gen Z, starting with sports iOS: https://t.co/0wdXjCFSSx
kyle @kyle
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Godel Terminal @GodelTerminal
9K Followers 340 Following Godel Terminal is a web-based financial terminal offering comprehensive financial and investment data. Try code X25 to get 25% off on your first payment!
taobanker @taobanker
15K Followers 5K Following "All things are poison, and nothing is without poison; the dosage alone makes it so a thing is not a poison." -Paracelsus
max @maxbittker
12K Followers 3K Following toymaker, likes learning :^) @websim_ai https://t.co/dPbgElCy3G
Codfish Johnny @CodfishJohnny
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Coin Bureau @coinbureau
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0xArchive @0xArchiveIO
463 Followers 144 Following Build, research, and scale your next big idea with the deepest data layer for Hyperliquid and Lighter markets. Get a free API key—or export data in 1 minute.
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Lorenzo Valente @LorenzoARK
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Barter @BarterDeFi
5K Followers 680 Following Fixed-rate lending. Ethereum’s smartest router. $37B+ executed. Discord: https://t.co/oFamllWLh8 Telegram: https://t.co/b9CvohLOmB
kidponga @kidponga
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liquidated.hl @liquidated_hl
106 Followers 231 Following Motivational TikToks in between Claude prompts is the new metaTrends for United States
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