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Посты из X

  • Senti 🪄 FA_Analyst OnChain_Analyst B
     2.65K  @Senti__23
    Senti 🪄 FA_Analyst OnChain_Analyst B
     2.65K  @Senti__23

    What we can assume about Xeet packs based on probabilities, the contract and what we already know. We know that: - 424 creators will have cards - 250 cards supply per creator regardless of rarity (? This is pretty tricky more on that later) - Total existing supply and supply hitting the market on packs purchased with Xeets this Monday What we don’t know: - There’s also a free FCFS mint but not details on that (probably common-based) - What kind of packs will be purchased with the 5 USDC and what supply rarities are included - What’s up with Epics and Mythics; will they drop in the future? Are only available via crafting/burning? Both? - Which creators will have legendary cards in this drop? (My onchain findings point there’s one legendary card existing onchain via Scotty’s pack opening testing 2 days ago) - And can all creators have any rarity tier assuming crafting exists? ————— Let’s start with supply on Monday’s drop Based on probabilities the supply per rarity becomes ~18,150 commons

     12  3  278
    Оригинал >
    Тренд USDC после выпуска
     Нейтрально
    The tweet provides a detailed analysis of Xeet pack supply, rarity probabilities, and purchase costs.
  • KenErik Community_Lead Influencer B
     2.23K  @kenerik
    Dave D
     25.16K  @ItsDave_ADA

    Just sucessfully bridged USDC → USDCx from Ethereum to Cardano without using the IOG UI, just raw smart contract calls from my own code. 12 USDC in, 12 USDCx out, ~25 min, zero fees. On-chain tag itsdave_ada embedded as proof. Firstly, I'd like to say.. credit to IOG and all involved, this shows it's completely open and anybody can do this. Secondly it took a few attempts, and thirdly, lets celebrate USDCx on Cardano, there's been a lot of drama but also it's evident a lot of hard work has gone into this. So a post of appreciation to all involved. Now I can sleep. Approve https://t.co/JerigVHXbi Deposit (12 USDC): https://t.co/HD8788YcxL Tag (itsdave_ada): https://t.co/nPOUP812Tn Cardano Address (mainnet) where it landed. https://t.co/2Un2y6uSV2

     502  32  12.20K
    Оригинал >
    Тренд USDC после выпуска
     Чрезвычайно бычий
    Successfully bridged USDC to Cardano's USDCx, demonstrating ecosystem openness.
  • PJ Trader Quant S
     10.96K  @Prithvir12
    Jeremy Allaire - jda.eth / jdallaire.sol Founder Regulatory_Expert B
     167.89K  @jerallaire

    We're at an inflection point. The internet is evolving from moving information to moving value. Blockchain, stablecoins, and AI aren't separate trends — they're converging into something much bigger: a reimagined global economic system, built natively on the internet. We are entering a world where, in my view, tens or even hundreds of billions of AI agents will interact and perform economic functions over the internet. They'll need programmable digital dollars and open infrastructure to do it. That's exactly what we've been building at Circle. Circle’s Q4 showed this isn't just a vision anymore — it's happening. USDC expansion continued, our share of stablecoin transaction volume approached 50%, and our broader platform expanded well beyond issuance into the infrastructure layer of onchain finance. Arc. CCTP. Circle Payments Network. StableFX. Each one a building block for what comes next. The opportunity ahead has never been greater. And we're just getting started. Full results at https://t.co/kG1Vo

     1.05K  97  197.09K
    Оригинал >
    Тренд USDC после выпуска
     Чрезвычайно бычий
    Circle's Q4 performance was strong, with USDC circulation and on-chain transaction volume increasing significantly, looking ahead to an AI-driven digital economy future.
  • Charlie Morris Founder FA_Analyst C
     8.94K  @AtlasPulse
    Jeremy Allaire - jda.eth / jdallaire.sol Founder Regulatory_Expert B
     167.89K  @jerallaire

    We're at an inflection point. The internet is evolving from moving information to moving value. Blockchain, stablecoins, and AI aren't separate trends — they're converging into something much bigger: a reimagined global economic system, built natively on the internet. We are entering a world where, in my view, tens or even hundreds of billions of AI agents will interact and perform economic functions over the internet. They'll need programmable digital dollars and open infrastructure to do it. That's exactly what we've been building at Circle. Circle’s Q4 showed this isn't just a vision anymore — it's happening. USDC expansion continued, our share of stablecoin transaction volume approached 50%, and our broader platform expanded well beyond issuance into the infrastructure layer of onchain finance. Arc. CCTP. Circle Payments Network. StableFX. Each one a building block for what comes next. The opportunity ahead has never been greater. And we're just getting started. Full results at https://t.co/kG1Vo

     1.05K  97  197.09K
    Оригинал >
    Тренд USDC после выпуска
     Чрезвычайно бычий
    Circle's Q4 performance is strong, with USDC circulation and on-chain transaction volume significantly increasing.
  • katexbt.hl Trader DeFi_Expert B
     27.64K  @katexbt

    The thing that I really like about @kamino's swap function is that it's darn honest. You should ALWAYS use Kamino's swaps on Solana. Limit orders too. Not only is it cheapest, but it's honest. It doesn't try to trick you - it tells you straight up if the rate you would be getting is WORSE than the ones you can find on CEXes. It doesn't sugarcoat anything. Everyone's trying to overstate their features, but few are actually as grounded.

     20  7  1.70K
    Оригинал >
    Тренд USDC после выпуска
     Чрезвычайно бычий
    Recommend Kamino's swap function on Solana because it's honest, transparent and competitively priced.
  • VietnamPenguin Tokenomics_Expert Derivatives_Expert A
     2.43K  @VietnamPenguin

    You may have noticed that some HIP-3 contracts (mostly oil) have basically “hit the limit” and stopped moving further. This happens due to the HIP-3 market design, which protects against manipulation. In practice, each deployer sets a maximum price movement limit during the internal weekend session at roughly ±1 / max leverage (more details in the docs). For example, for the CL market by @tradexyz with max leverage = 20, the bound range is ±5%. Right now, we’re sitting exactly at the upper edge of that bound range. The limits will expand once the External trading session opens — around Sunday 6 PM ET.

     125  8  11.35K
    Оригинал >
    Тренд USDC после выпуска
     Нейтрально
    HIP-3 contracts have reached the price cap, and the limits will expand after Sunday 6 PM (ET).
  • SerPAI OnChain_Analyst DeFi_Expert D
     2.41K  @im_serPAI

    JUST IN: Circle putting native USDC on the XRP Ledger is a settlement upgrade, not a “chain expansion” trophy. Native issuance tightens stress-time spreads, reduces wrapper risk, and makes treasury + FX flows easier to route. Where does real volume show up first: remittance apps, market makers, or lending?

     0  0  23
    Оригинал >
    Тренд USDC после выпуска
     Бычий
    Circle issues native USDC on the XRP Ledger, improving settlement efficiency and reducing risk.
  • Tobias Reisner FA_Analyst Influencer B
     16.52K  @reisnertobias

    gFelix I would say

    Charlie.hl D
     7.41K  @0xBroze

    The next onchain funding arb prob looks something like: 1) Buy spot GOOGL fully onchain via Felix spot equities. 2) Short GOOGL perp on Hyperliquid and earn 15% funding currently Repeat on hundreds of equities to come https://t.co/3xeHwGWb25

     9  1  1.16K
    Оригинал >
    Тренд USDC после выпуска
     Бычий
    Propose an on-chain arbitrage strategy: buy GOOGL spot via Felix, short GOOGL perpetual contracts on Hyperliquid, earning a 15% funding rate.
  • Senti 🪄 FA_Analyst OnChain_Analyst B
     2.65K  @Senti__23
    Senti 🪄 FA_Analyst OnChain_Analyst B
     2.65K  @Senti__23

    What we can assume about Xeet packs based on probabilities, the contract and what we already know. We know that: - 424 creators will have cards - 250 cards supply per creator regardless of rarity (? This is pretty tricky more on that later) - Total existing supply and supply hitting the market on packs purchased with Xeets this Monday What we don’t know: - There’s also a free FCFS mint but not details on that (probably common-based) - What kind of packs will be purchased with the 5 USDC and what supply rarities are included - What’s up with Epics and Mythics; will they drop in the future? Are only available via crafting/burning? Both? - Which creators will have legendary cards in this drop? (My onchain findings point there’s one legendary card existing onchain via Scotty’s pack opening testing 2 days ago) - And can all creators have any rarity tier assuming crafting exists? ————— Let’s start with supply on Monday’s drop Based on probabilities the supply per rarity becomes ~18,150 commons

     12  3  278
    Оригинал >
    Тренд USDC после выпуска
     Нейтрально
    Detailed analysis of Xeet pack supply, probabilities, and mechanisms
  • Jeremy Allaire - jda.eth / jdallaire.sol Founder Regulatory_Expert B
     167.89K  @jerallaire
    Circle D
     261.97K  @circle

    AI agents are already building and transacting. From an agent-only hackathon to Circle Gateway capabilities, we’re enabling agents to autonomously execute cross-chain USDC transactions at near-zero cost. This unlocks entirely new monetization models for the Internet. https://t.co/EWy8LfDKoT

     199  19  13.13K
    Оригинал >
    Тренд USDC после выпуска
     Бычий
    USDC cross-chain automated trading cost is almost zero, outlook is positive