conversations with @24_gutta and @rachit - covering stories, narratives, markets, tech and much more! Hedge & Edge w @nobraintrader1 - Mon & Thurs @ 11 AM ET

Touch Grass Podcast retweeted
New Episode w @ben_ungvari, CMO @Raydium We Discuss: - Stocks and Stonk(s) - The Base Asset Paired Flywheel - The Raydium Flywheel 1:23 Stock Volume on Solana 4:56 Stock Paired Memecoins and @LaunchOnSF 8:14 The Base Asset Paired Flywheel 15:35 Raydium Benefits from Stock Volume 18:03 Where Do We Go From Here? 21:47 Everything Being Tokenized is Inevitable
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Touch Grass Podcast retweeted
hiring - im looking for a junior social media manager to join the @touchgrass_pod team requirement is to support our producer with live clipping our content ideally someone who has experience managing socials for a crypto project please dm, if interested (preferably with past work examples)
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NEW: @bagsheera is joining us on Hedge & Edge today we'll get into setups he's looking at right now, conviction bets for next cycle, and whether the bottom is truly in join us live today at 5pm CEST / 11am ET
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Touch Grass Podcast retweeted
Ramzy on the current stock paired memecoin frenzy on Solana “You don't always have to trade something paired to SOL or paired to dollars. You can do it paired to tokenized equity or an altcoin. I think that's pretty interesting. You're creating a lot more space for more narratives to flourish.” “The pairing itself can now also become a meme, which was not the case before.” “It's not only the meme coin that's interesting or capturing attention. It's also the pairing that creates space for more narratives.”
New Episode w @ramzyyalii, Head of DeFi @SolanaFndn We Discuss: - Stocks and Stonks - Honest Reflection on Solana Perps - Frontier Traders 1:35 Strategy during high onchain activity vs low activity 6:15 Multichain trading apps and their benefit to Solana 10:00 Thoughts on stock paired memecoins 12:47 Stocks on Solana: The Road Ahead 17:18 DeFi opps with Stocks 20:31 What is Frontier Traders? (@joinfrontier) 26:48 Is it tough to be a Market Maker on @solana? 29:12 Honest reflection on the state of perps on Solana 35:20 What's next for Solana DeFi?
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Touch Grass Podcast retweeted
Ramzy on the goal behind Frontier Traders “We have this ability as the Foundation, where we're very uniquely positioned. We don't need to actually make a return on this. The point of the Foundation is to improve and scale the ecosystem with our capital and with our resources.” “Frontier is perhaps the greatest representation of what that can look like because it is effectively just giving back to the community, giving back to the trenches.” “We want to create incentives for takers to explore Solana, to discover new applications, to trade on Solana, to buy assets, to hold them long-term. We want to give incentives to market makers to provide better services for those users.”
New Episode w @ramzyyalii, Head of DeFi @SolanaFndn We Discuss: - Stocks and Stonks - Honest Reflection on Solana Perps - Frontier Traders 1:35 Strategy during high onchain activity vs low activity 6:15 Multichain trading apps and their benefit to Solana 10:00 Thoughts on stock paired memecoins 12:47 Stocks on Solana: The Road Ahead 17:18 DeFi opps with Stocks 20:31 What is Frontier Traders? (@joinfrontier) 26:48 Is it tough to be a Market Maker on @solana? 29:12 Honest reflection on the state of perps on Solana 35:20 What's next for Solana DeFi?
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Touch Grass Podcast retweeted
Ramzy on how Frontier Traders is building a trader loyalty program on Solana “Frontier has been a kind of pet project of mine for, I don't even know how long. It's been like 18 months of us just chipping away at how do we build. And the core question was, how do we build the trader community on Solana?” “If I were to summarize Frontier as succinctly as I possibly can, it is essentially a global loyalty rewards program for trading on Solana. That is the elevator pitch.” “If you trade on Solana and you're a Frontier Trader account holder, you will get rewarded or recognized for that activity. And that's as simple as it gets, really.”
New Episode w @ramzyyalii, Head of DeFi @SolanaFndn We Discuss: - Stocks and Stonks - Honest Reflection on Solana Perps - Frontier Traders 1:35 Strategy during high onchain activity vs low activity 6:15 Multichain trading apps and their benefit to Solana 10:00 Thoughts on stock paired memecoins 12:47 Stocks on Solana: The Road Ahead 17:18 DeFi opps with Stocks 20:31 What is Frontier Traders? (@joinfrontier) 26:48 Is it tough to be a Market Maker on @solana? 29:12 Honest reflection on the state of perps on Solana 35:20 What's next for Solana DeFi?
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Touch Grass Podcast retweeted
Ramzy on multi-chain trading apps like Fomo “I think what Fomo is doing is very commendable, and it's probably the most obvious and salient example today of a team actually having a material impact on net new user onboarding.” “If there's a runner on Robinhood or BNB or Solana, the user should be able to access that from one interface.” “These networks are not, it's not going to be a winner-take-all scenario. Everyone's going to have their own flavour of the month or the week. And a user should be able to interact with all of it.”
New Episode w @ramzyyalii, Head of DeFi @SolanaFndn We Discuss: - Stocks and Stonks - Honest Reflection on Solana Perps - Frontier Traders 1:35 Strategy during high onchain activity vs low activity 6:15 Multichain trading apps and their benefit to Solana 10:00 Thoughts on stock paired memecoins 12:47 Stocks on Solana: The Road Ahead 17:18 DeFi opps with Stocks 20:31 What is Frontier Traders? (@joinfrontier) 26:48 Is it tough to be a Market Maker on @solana? 29:12 Honest reflection on the state of perps on Solana 35:20 What's next for Solana DeFi?
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Touch Grass Podcast retweeted
New Episode w @ramzyyalii, Head of DeFi @SolanaFndn We Discuss: - Stocks and Stonks - Honest Reflection on Solana Perps - Frontier Traders 1:35 Strategy during high onchain activity vs low activity 6:15 Multichain trading apps and their benefit to Solana 10:00 Thoughts on stock paired memecoins 12:47 Stocks on Solana: The Road Ahead 17:18 DeFi opps with Stocks 20:31 What is Frontier Traders? (@joinfrontier) 26:48 Is it tough to be a Market Maker on @solana? 29:12 Honest reflection on the state of perps on Solana 35:20 What's next for Solana DeFi?
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Touch Grass Podcast retweeted
EmptyBrainTrader on why Lighter is the trade if the Clarity Act passes “If the Clarity Act passes, I think Lighter is the asset to long. You’ve got the playbook today. I don’t think it’s HYPE. I don’t think it’s ETH. I think it’s Lighter.” “No, I think Lighter is your best bet. If you see that thing pass, you run to your computer and you smash buy on Lighter because there’s a good chance it probably goes to at least $5.50 or $6. You never know with this thing. This thing trades so crazy.” “I’m not fully convinced on the best bet to take, but I just know that the alts will outperform some of these majors, I believe.”
CLARITY Passing? Saylor Not Buying? AI Will Kill Us All Anyway | Hedge and Edge Ep. 9 nitter.net/i/broadcasts/1AxRnZbzo…
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CLARITY Passing? Saylor Not Buying? AI Will Kill Us All Anyway | Hedge and Edge Ep. 9 nitter.net/i/broadcasts/1AxRnZbzo…
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Touch Grass Podcast retweeted
New Episode w @ashwathbk, Head of Consulting @Delphi_Digital We Discuss: - Asset Selection Framework - Non Consensus Bets - Revenue Buybacks, Good or Bad? 1:43 Analysts at Research Firms Publicly Winning 5:16 Analysts are the New Celebrities 11:15 Evolution of Crypto Research Firms 14:00 Is FOMO the next generation of Asset Discovery? 16:06 Past vs Current Trading Environment 18:54 Is the four year cycle dead? 21:00 Non Consensus Opportunities 28:03 The Revenue Buyback Model 32:07 Thoughts on AI
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Touch Grass Podcast retweeted
Tree on why tokenized stocks aren't a meta and don't need yield to win "I think we're just getting into traditional finance rules. Like we're getting into stocks. We are getting into proper evaluations of companies, in this case, protocols and systems that generate revenue." "That's not a meta. That is what finance has been built on for the last hundred years. It's not like some fad. So I think it's funny when people call those things a meta, like, oh, the stock meta. Like, what the fuck are you talking about? The stock market, we're just bringing it on chain." "Do people necessarily need yield to bid them? No. People don't get yield from bidding NVIDIA. They get it because of the narrative. They get it from attention. They get it from social consensus."
Bullish Rate Hike, What is Warsh going to do at the next FOMC DeFi Summer 2.0 on Sol? - Hedge and Edge w Tree of Dopamine Episode 8 nitter.net/i/broadcasts/1nxnRBLYV…
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Touch Grass Podcast retweeted
Tree on why ETH is finally seeing positive sentiment and HYPE is a different kind of asset "I think the interesting one is ETH. And I say it's interesting because it seems like there's a positive sentiment around it for the first time in like five years." "I love the token. I love what they do. I'm just super curious to watch it evolve within the greater traditional finance landscape. Does it get picked up for 24-7 trading? Does it get legalized in the U.S.?" "It differs heavily from your typical L1 trade of like Solana and Ethereum, where these things are like competing as money, essentially. They are money for their ecosystem. That's not as, it's more difficult to value. That's not as cut and dry as something that has these massive cash flows that are just getting plowed into the token all day, every day." "So hype as both a new primitive of finance and how that gets integrated, that I think will be one of the coolest things to watch unfold."
Bullish Rate Hike, What is Warsh going to do at the next FOMC DeFi Summer 2.0 on Sol? - Hedge and Edge w Tree of Dopamine Episode 8 nitter.net/i/broadcasts/1nxnRBLYV…
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Touch Grass Podcast retweeted
Replying to @touchgrass_pod
Tree on why ETH is finally seeing positive sentiment and HYPE is a different kind of asset "I think the interesting one is ETH. And I say it's interesting because it seems like there's a positive sentiment around it for the first time in like five years." "I love the token. I love what they do. I'm just super curious to watch it evolve within the greater traditional finance landscape. Does it get picked up for 24-7 trading? Does it get legalized in the U.S.?" "It differs heavily from your typical L1 trade of like Solana and Ethereum, where these things are like competing as money, essentially. They are money for their ecosystem. That's not as, it's more difficult to value. That's not as cut and dry as something that has these massive cash flows that are just getting plowed into the token all day, every day." "So hype as both a new primitive of finance and how that gets integrated, that I think will be one of the coolest things to watch unfold."
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Bullish Rate Hike, What is Warsh going to do at the next FOMC DeFi Summer 2.0 on Sol? - Hedge and Edge w Tree of Dopamine Episode 8 nitter.net/i/broadcasts/1nxnRBLYV…
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NEW: @infinitybanyan is joining us on Hedge & Edge we'll get into how he's playing Robinhood and Solana rotations, positioning on majors, what's actually innovating onchain right now, and what he expects out of this coming bull market join us live today at 5pm CEST / 11am ET
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Biden launching meme on Base??? Robinhood memefi craze reaching tradfi, Solana rotation from Robinhood - Hedge and Edge Episode 8 nitter.net/i/broadcasts/1dGYladky…
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KG on why Robinhood coins rip harder "I got paid so if I bought like a thousand bucks of this and I got paid 50 60 dollars of TAO immediately in like couple of hours and the fact that that can happen and you get air drops of these different coins for holding memes" "Whenever you get free stuff in general for anyone, you kind of feel a different way about that thing and you're like, even though you're down 30% of it, you get a free airdrop and you're like, oh, this is really cool. I think that plays a big role" "And that will reinforce a very good habit, right? Like holding on to things and believing in something all this, all this thing that didn't happen on Solana's trenches is probably happening on Robinhood and maybe why these coins are ripping so hard and why there's so many new runners and stuff"
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KG on why Robinhood coins rip harder "I got paid so if I bought like a thousand bucks of this and I got paid 50 60 dollars of TAO immediately in like couple of hours and the fact that that can happen and you get air drops of these different coins for holding memes" "Whenever you get free stuff in general for anyone, you kind of feel a different way about that thing and you're like, even though you're down 30% of it, you get a free airdrop and you're like, oh, this is really cool. I think that plays a big role" "And that will reinforce a very good habit, right? Like holding on to things and believing in something all this, all this thing that didn't happen on Solana's trenches is probably happening on Robinhood and maybe why these coins are ripping so hard and why there's so many new runners and stuff"
Biden launching meme on Base??? Robinhood memefi craze reaching tradfi, Solana rotation from Robinhood - Hedge and Edge Episode 8 nitter.net/i/broadcasts/1dGYladky…
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