It’s time for the 🪂 @opensea
Here’s how you should do it:
“Check your wallets”
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Claim portal is coming together and should be out within a few hours.
Thank you for everybody donating through X Money.
If you'd prefer to donate ETH/tokens, I spun up a dedicated address:
nftsaresafu.eth
In addition to the time spent and yet to spend, last night cost me $7500 in gas, so I appreciate all of the support 🫡
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I wanted to full port my Kraken IRA account a month ago, right before it ripped 6x 😭
Better late than never though! I think PONS is a buy at some point, but I'm waiting for volume to come back.
btw @krakenpro still waiting for you to list base:0xa4a2e2ca3fbfe21aed83471d28b6f65a233c6e00 , solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx, $QUOTRONS
Now live: $PONS
@ponsdotfamily is a launchpad on Robinhood Chain. Creators launch a fixed-supply token and its trading pool in one transaction.
Start trading today → proapp.kraken.com/9f1e/PONS
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At 9AM EST today somebody abused a bug in Payment Processor V2 to steal 10 Meebits, 50 Otherdeeds, 10 WoW, and 235 Desperate Apewives.
It wasn't until over 12 hours later that somebody reported it to me, and upon digging in I realized that a great many NFTs were subject to the same exploit.
I got in touch with the team over at LimitBreak and they quickly paused Payment Processor V3, which was subject to the same exploit. Unfortunately, V2 was not pausable, so the only path towards protecting affected assets was to run a whitehat operation.
Similarly, V3 on ApeChain is temporarily in a state where it cannot be paused, so ApeChain assets approved to V3 needed to be saved as well.
All in all, we rescued 23,155 NFTs worth north of $5.7M USD.
We later discovered that a similar exploit could be used in reverse to steal WETH. 660 WETH was at risk, which we unfortunately were not fast enough to recover. Apologies to those affected.
Shout out to @Boomskite for flagging the initial exploit tx to me, and @coffeedev @0xjustadev and @whiteoakkong for acting quickly and assisting with the recovery.
All NFTs are safely relocated. Soon, owners will be able claim them back after revoking the exploitable approvals.
Addresses to revoke below.
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The biggest winners are usually high conviction trades over longer time horizons
And the people who make these trades understand something about the token that you don’t
Your job is to do enough research and critical thinking to reach the ‘I get it’ moment. Once it fully clicks then the hold becomes easy
The challenge is filtering out all the bs tokens quickly so that when you do find something interesting you can take the time to dig a little deeper
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If you thought @jackbutcher really cleaned up this week...
peep the results of Mark Maggiori's auction in JH last weekend...looks like roughly $10M in sales? 🤯
Wish I could afford his work. Bull market goals.
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Kraken Pro site has been updated
Might want to consider doing all your CEX trades on Kraken for the foreseeable future?
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Revenue past 24 hrs
solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx = $958,000
robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 = $238,000
Current Revenue Multiple
robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 = 3.11x
solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx = .74x
Market is saying PONS deserves a 4x higher revenue multiple than STONK, and a higher revenue multiple than PUMP.
My theory: RH's big event next week is propping up this multiple. People are betting on it being a big catalyst for PONS.
*Data pulled from @RektMkts
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solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx is green and robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 is red on the day. Not exactly what the chartists were telling us yesterday.
STONK revenue is currently *triple* that of PONS
I understand the argument that robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 should enjoy a higher revenue multiple
But a 3x revenue multiple on robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571
vs .8x revenue multiple on solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx
Doesn't make sense to me. The gap should be much smaller.
If revenue keeps up, STONK burns will force the issue. Especially if we see PONS revenue continuing to decline.
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My experiment is complete
I subbed to three different paid groups last month:
1. @RektMkts by @osf_rekt
2. @TheKookLetter by @KookCapitalLLC
3. @WeeklyWizdom by @wizardofsoho
The clear winner is....
@RektMkts : @osf_rekt
Here's why:
1. OSF has a live dashboard of his portfolio. You always know exactly how he is positioned. Full transparency.
2. He has a channel that only he posts in, and he only posts relevant information about specific trades or the overall market.
3. He has another channel for trade alerts, so you can get updated in real time whenever he makes a trade.
4. He's building out useful tools and dashboards that I actually look at. I like the launchpad radar and the new liquidation radar.
5. Legitimate perks. As an early buyer, I received $REKT that vests monthly. The $REKT alone will likely pay for the subscription once it's all vested. I also received 10 mint slots for rekt tradoors. I flipped enough of them to fully pay for the subscription for a year. Also received discounts on rekt products.
I want curated, high signal (no noise) information. That is exactly what I get from OSF. The perks have been a huge bonus, incredibly valuable. OSF fits my style perfectly.
If you want to be in the trenches with hundreds of other degens trying to find the latest runner, then check out Kook or Wiz's group. They both have solid newsletters as well if you're interested in macro, stocks, and broader market conditions. I'm personally not interested in any of those things, especially the chaos of TG channels (I'm too old for that).
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Here's my ref link to rekt mkts:
whop.com/rekt-mkts/rekt-mkts…
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Node retweeted
$STONK made more revenue than $PUMP and $PONS combined yesterday, while having a 14X lower val than PUMP.
The launchpad has also created more hot runners in the last week than either of those.
...but yes lets ignore the facts, and dump because of FUD that says Stonk mechanics can't create runners 🤣🤣 Some of you NGMI
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Trying to understand why solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx isn't valued the same as robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571
Here's what I've come up with:
1. Pons enjoys a premium since it was the first mover and is on Robinhood Chain
2. Pons burn rate effectively much higher than stonk
3. Pump is a larger perceived threat to stonk + pump KOLs fudding
robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 trading at a 3x revenue multiple
solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx at <1x
Gap is way too wide imo. Stonk did over 3x the revenue PONS did yesterday. solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx at 2x revenue multiple seems more than fair to me but clearly the market still disagrees.
What am I missing?
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Node retweeted
Shareholders,
NetNet Capital Management has entered a strategic partnership with @OlympusDAO and @origami_fi .
Olympus is adding wsNET/hOHM liquidity. NetNet will open hOHM bonding, hold hOHM in the treasury alongside USDG, and route unloop exits through the pool.
More Soon
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Another day at the office for @cobie
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