Zhu Su
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Zhu Su· 2025-07-30 07:54
RT Quanto (@QuantoTrade)"You just deposit your memecoin bag, and take a 'loan' and long Bitcoin""You can't do it on Hyperliquid, you can't do it on Binance, you can't do it on MEXC"Founder @yqboom outlines the ability to take your spot bags and use them to trade any perp market on stream with @notthreadguy. ...
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Zhu Su· 2025-07-30 03:20
RT Quanto (@QuantoTrade)Founder @yqboom on @notthreadguy addressing the solution to the lack of capital efficiency and the sum of locked up liquidity in the space.Millions of dollars worth of spot memecoin bags & NFTs just waiting to be used. https://t.co/ENPVB45J8j ...
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Zhu Su· 2025-07-29 13:47
Not sure if this is true, but would be wise for pf to switch to 100% buyback. Main issue they face now is death spiral as low pump price -> psychologically caps value of its memes (esp fartcoin) -> nobody launches on pumpfun -> it's just over. Window is closing to make moves.Lucky ☘️ (@LuckyXBT__):Pumpfun used 100% of daily rev to buyback $PUMP yesterday.They hovered around 20-26% the last few days?No tweet from Alon in 6 days, none from the pumpfun account in 7 days... @Dumpster_DAO can you confirm? https: ...
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Zhu Su· 2025-07-29 11:36
We had around 100k eth in summer 2019 with spot around $150, put 25k eth into edgeware lockdrop and 75k eth into grayscale ethe. Total the market put 1.4m eth into the edgeware lockdrop, the consensus trade given polychain backing of polkadot eco. Almost nobody put any eth into ethe bc ppl assumed there’d be no demand for an eth stock wrapper. 1yr later on unlock was around 300% premium on full size, while edgeware was nearly worthless.Point being these closed end fund trades work when nobody is doing them ...