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X @mert | helius.dev
mert | helius.dev· 2025-09-20 14:17
being an alcoholic is lindy ...
X @mert | helius.dev
mert | helius.dev· 2025-09-20 14:13
if a coin that I own goes up, I was rightif a coin that I don't own goes up, you did crime ...
X @mert | helius.dev
mert | helius.dev· 2025-09-20 13:19
The largest source of systemic risk in crypto is not in cryptobut crypto will suffer the most because it is *the most connected system of value*, meaning most prone to contagionthe biggest risk is the downstream effects of what I will call the Larry Ellison trade:> Be Oracle (cloud company)> Sign 300B GPU deal w OpenAI> Oracle stock goes up> OpenAI raises round> Oracle CEO Larry invests handsome since stock up from the above GPU deal> OpenAI now has the money to pay the above GPU deal> Oracle stock up again ...
X @mert | helius.dev
mert | helius.dev· 2025-09-20 12:22
RT chainyoda (@chainyoda)SOL supply is 2x 2021 but SOL usage is 10x 2021. What are yall little bitches complaining about? ...
X @mert | helius.dev
mert | helius.dev· 2025-09-20 12:08
every few weeks, the same Solana chart that circulates in this appthat Solana is hitting ATHs in market cap, but not pricethis is a big edge if you know how to read iti) the tick this year is due to token unlocksremember when all the usual suspects kept saying that unlocks were coming and that it would kill the chain?yeah so the unlocks happened, and the chain doesn't look dead to mein fact, it's on its way to ATHsand of the remaining locked tokens, the DATs are trying to buy them up, which will alleviate t ...
X @mert | helius.dev
mert | helius.dev· 2025-09-20 11:17
seems Vietnam deleting over 86M bank accountsone of the reasons for deletion is if the person has not registered for biometricsyou do not control your money and everyone can see youno more complaining, move your money onchain and keep it private https://t.co/vHtgRWid7i ...
X @mert | helius.dev
mert | helius.dev· 2025-09-20 11:01
Issuance and Unlocks - The worst token unlocks have already occurred [1] - Fewer unlocks are expected going forward [1] - Token issuance is projected to decrease according to the established schedule [1] - This decrease in issuance could potentially lead to trillions (likely referring to market capitalization or value increase, context needed for precise interpretation) [1]
X @mert | helius.dev
mert | helius.dev· 2025-09-20 11:00
anyone who compares this to "fiat debasement" is trolling you or has no idea how this worksas I've said 50 times, all you need to do to not only defend against but outpace issuance is: stake your SOLit is a transfer from non stakers to stakersif you stake with no fee validator like Helius, not only are you not getting diluted, youre also earning real yield from MEV on topJohn Wang (@j0hnwang):Solana Market Cap is now ~2x last cycle’s ATH while the price is still roughly the same as the last ATH ($260) https ...
X @mert | helius.dev
mert | helius.dev· 2025-09-20 01:05
im not gonna pretend I know the history of this stuffhas American politics always just been:left: "You are evil and fascist."right: "You are gross and retarded."?if so, how does that work? if not, what changed? ...
X @mert | helius.dev
mert | helius.dev· 2025-09-19 22:41
something my American friends get extremely defensive at but are severely underestimating is how much more dominant China has become in other parts of the worldeverywhere I go I'm seeing more and more Chinese everythingespecially Chinese cars ...