Crypto & NFT investor since 2020. Navigating cycles, culture & conviction. Sharing research, lessons & long-term theses.

United States
My WoW Forever name that was flagged to be re-named Watch Me Cook wasn't available
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EmmPee | Crypto & NFT Investor retweeted
I've seen a lot of people still struggling with understanding what happened at the end of the UM WMU game. With the release of what I consider to be the best angle (shows both the play and the in-stadium clock in HD), I did my best to provide context surrounding the play.
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EmmPee | Crypto & NFT Investor retweeted
PancakeSwap Infinity is now the default graduation platform for @pairdotfund, the multipool launchpad pairing tokens with baskets of canonical stock tokens. More tokenized assets, trading on Infinity.
In collaboration with @PancakeSwap, we have started to integrate PancakeSwap Infinity into the PAIR Protocol. We have firstly done so by upgrading our current Swap Router and aggregator with Infinity, providing you with more effective and reliable swaps on our platform. This will be one of the first of many integrations we will have with our protocol. Next up: bringing tokenized equities to PAIR on Robinhood Chain, built on Infinity. It's time to PAIR the world. pair.fund
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EmmPee | Crypto & NFT Investor retweeted
Oklahoma: The country expected us to murder them and we only scored 10 points..... Ohio State fans:
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EmmPee | Crypto & NFT Investor retweeted
NBC is a terrible network for many reasons (can we see a damn replay?) but the whole spiel about how their clock is always synced perfectly when it clearly isn’t…. Incredibly annoying
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EmmPee | Crypto & NFT Investor retweeted
G🍐everyone, welcome to Season 1 of the PAIR Builder's Program, incentivizing both builders and holders/communities! With a $25,000 prize pool, this will be split according to 3 prizes: 1. The 1st token paired to at least 2 pools that reaches 1M MC and sustains for 48hrs, will receive $10,000: - $5,000 to the team - $5,000 bought into your token using @0xTugg wallet. 2. The 1st token that is paired with the official $PAIR that reaches 500K MC and sustains for 48hrs will receive $5,000: - $2,500 to the team - $2,500 bought into your token using @0xTugg wallet. NOTE: Official CA of $PAIR is 0x6b1d42927b1a84ec28fa88d4fc6fa7af404966be 3. The 1st token using our livestreaming layer and reaches 250k MC, sustaining for 48hrs will receive $2,500: - $1,250 to the team - $1,250 bought into your token using @0xTugg wallet. NOTE: Livestreaming must be for at least 24hours, which can be split into multiple streams across the next 7 days [Does not need to be 24/7]. The top 5 holders of each respective winning token will also receive $500 each, which will total $7,500 ($2,500 for each winning token). All rewards will also be announced publicly, with on-chain transaction proof for transparency. @0xTugg's @fomo wallet will be used: fomo.family/profile/0xTugg BUILD ON PAIR. pair.fund
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EmmPee | Crypto & NFT Investor retweeted
i've seen the concern that $pons doesn't have the big mkt cap runners that long has, and i understand why people care about that. a few coins doing well gives people a reason to come back, attracts capital and makes the whole ecosystem more interesting to trade. i'd obviously like to see more of that on pons too. but i think people are taking that observation and making an assumption about revenues which the numbers don't support. if ur assessing a launchpad by the handful of coins u recognise on the timeline, you're missing a lot of the activity it actually gets paid on. yday, 7 september, 27,609 tokens were launched through the pons v2 factory. that's an onchain count of new launches in one day. at the 0.0005 ETH launch fee, that works out to 13.8 ETH in launch fees alone, before anyone starts trading any of them. the more interesting number is that trading across pons v2's bonding curves came to $144.1m that day. over the seven days from 1-7 september they did $975.7m. this is defillama's curve-only volume, it excludes trading in the graduated uniswap v4 pools, so there's almost a billion dollars of weekly turnover happening before we even get to the coins people are looking at on dex screener. this is why the distinction matters. a coin can get bought, sold, bought again and eventually go nowhere, and the platform has still earned fees on that activity. its final mkt cap doesn't tell u how much volume went through it along the way, and that volume doesn't require an equivalent amount of fresh capital because the same money can trade multiple times. under the normal 1% base trading fee and 30% protocol share, $1m of trading generates $10k in base fees, of which $3k goes to pons. that's just the arithmetic of those terms, actual launches can have different fee settings and extra taxes, but the point is that the protocol gets paid on buys and sells while the coin is still on the curve. it doesn't need to graduate, let alone become a $100m coin, to contribute revenue. once a coin does graduate, trading continues in a locked uniswap v4 pool and pons continues earning its share of the fees there too. so there are three sources to look at: the fee to launch, trading on the curve, and trading after graduation. the optional creator tax goes to the creator, it isn't all revenue for pons. and this is where people also need to be careful with the headline numbers. across v1 and v2, defillama recorded $8.55m in total fees on 7 september, but $1.47m in protocol revenue. the latter is the relevant number for this argument. calling the whole $8.55m pons revenue would overstate it massively. over 1-7 september, protocol revenue was $10.26m, compared with $3.84m over 25-31 august, an increase of 167.4%. that's about $1.47m a day across a full week. yday was actually down about 8% on the previous day, so i'm not suggesting every number is going up in a straight line, but the weekly comparison gives a much better picture than whether a particular meme is holding its highs. the 80% allocation of protocol revenue to $PONS buybacks and burns is why i care about this as a holder. applying that allocation to the last week's revenue gives roughly $8.2m, although revenue earned and buybacks actually executed aren't the same thing and shouldn't be presented as if they are. none of this means runners don't matter or that this level of activity lasts forever. if people keep losing money and stop coming back, or if long consistently attracts the traders and launches that pons is losing, that is a real problem. but for me the way to assess that is to follow activity, protocol revenue and actual buybacks over time. the claim that pons needs a handful of huge mkt cap coins to generate meaningful revenue is difficult to reconcile with 27,609 launches in a day, $975.7m of weekly curve volume and $10.26m of weekly protocol revenue. i'd welcome more runners, but i don't need to wait for one to understand where the money is coming from.
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EmmPee | Crypto & NFT Investor retweeted
If you missed your chance to lose all your money with the Hawk Tuah coin don’t worry Hunter Biden is giving you another opportunity
JUST IN: Hunter Biden to launch crypto memecoin
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EmmPee | Crypto & NFT Investor retweeted
We know a little something about the U.S. securities laws and will not “DECIST.” Send your lawyers and we’ll educate them.
Seriously? What’s the concern you ask, @vladtenev? The list of concerns is almost existential. U.S. securities laws are in place to protect investors. For good reason, we spend millions and millions of dollars every year to comply with U.S. securities laws. In good. conscience, how can Robinhood as a U.S. company set up an operation in far offshore Jersey, an island 3000 miles away, and market a security sort of posing as AMC in some shape or fashion, and not comply with U.S. securities laws. That is shocking and shameful. Our past issuance of equity to strengthen our balance sheet was vital to our success. Your setting up some kind of fictitious synthetic equity market decouples stock token ownership from a company’s ability to control its own capital raising efforts. Share ownership gives shareholders various rights, including the right to vote their shares. Your stock token pretend to be some form of stock ownership, but disclosures to the contrary notwithstanding, they are not ownership and they deprive investors of their rights. This quasi-fake market you are creating on the island of Jersey sows distrust amongst the public about financial markets in general. There already is distrust in financial institutions, you are potentially making it far worse. These are but a few of my concerns about your actions. I hereby call on you and Robinhood to voluntarily CEASE AND DECIST the trading of AMC stock tokens. If you don’t, our high priced securities counsel has been asked to see whether we can force you to stop. I also wonder how can the SEC possibly support your sham ignoring of U.S. securities laws. You can be sure we will be asking them.
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Day 2 of my Tradooor with Diamond Hands shorting $REKT and he is printing @osf_rekt , I love this project
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my tradooor is rank #254 of 9,886 alive on the floor. last one standing wins. tradooor.rekt.com
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EmmPee | Crypto & NFT Investor retweeted
Gather your people. This one's better with friends.
Something new is growing.
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EmmPee | Crypto & NFT Investor retweeted
Monday…
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EmmPee | Crypto & NFT Investor retweeted
get ready tradooors
Monday…
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Desk $BRAZIL is stocked: 2 tradooors ready for the opening bell. tradooor.rekt.com
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Desk $BRAZIL is stocked: 2 tradooors ready for the opening bell. tradooor.rekt.com
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Been in the Club for years now and have not had the good fortune to be able to benefit from any of the limited drops over the years. L after L. Was there today at 5 on the dot, but couldn’t get past the tokenworks boss I guess. Stressful experience all around. Still never selling my #MAYC @mfigge @BoredApeYC
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EmmPee | Crypto & NFT Investor retweeted
Members Only
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EmmPee | Crypto & NFT Investor retweeted
I would love Ron DeSantis to run for Presidency again. I don't like how he was treated last presidential race. He's an outstanding leader. 🇺🇲
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EmmPee | Crypto & NFT Investor retweeted
Bill Maher pulls the numbers on whether Gen Z is really suffering an affordability crisis. He starts with the $20 burrito, then compares their net worth to previous generations. The numbers are staggering. MAHER: “Have you heard about Burrito Gate? ... A student had commented... a burrito shouldn’t cost $20." “It shouldn’t cost $20 because it doesn’t. It costs $20 because this kid factored in somebody bringing it to him in an Uber.” [Audience groans] “You can get one for $2, and you could buy it in the supermarket. And somebody said they feed a family of eight on $20 by buying ingredients like we used to do.” “This is from the Fed. Okay, two-thirds of Americans consider groceries to be unaffordable. Maybe they are, but wages rose in the last decade, including the pandemic, 46%. Food prices rose 34%. So wages outpaced them by the numbers." “What we spend on food at the beginning of the last century, it was 42% of the budget, and then you go through the years, 1965, it was down to 15%. Now it’s under 10%, but including eating out more." “Also, Gen Z, I never realized this until people started writing about it. As they reach their late 20s now, they’re getting much richer than Gen X was. Millennials and Gen Z at age 30, their net worth is around $118,000." “Gen X’s was $53,000, like half of that. But Gen X never complained. You gotta love Gen X. They are the quietest f*cking church mice.” SIDE NOTE: I will say that housing and rent prices are too damn high. But that also doesn't discount the fact that kids these days are way too entitled and think they deserve to have food delivered AND have it be affordable. If you want convenience, it's gonna cost you. Don't complain when you're on a budget and too lazy to make the burrito yourself for 1/10th the price.
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