11
@ponyo_fp
Ponyo
Skipped detailed analysis: Personal account of an individual researcher/contributor; not a project, protocol, or investable entity.
AI Analysisneutral
Confidence
30%
Skipped detailed analysis: Personal account of an individual researcher/contributor; not a project, protocol, or investable entity.
Recent tweetsSee all on 𝕏 →
The critical error is in Section 3. I used onchain Metaplex burn transactions as a proxy for physical withdrawals and reported that only 75 wallets redeemed cards out of ~6,000 depositors. CC's team has provided numbers publicly that show this methodology significantly undercounted actual withdrawal activity.
This is my fault. I should have reached out to the CC team before publishing. I owe them an apology and a full correction, and both are coming after our meeting next week.
I’d buy $CRCL at $50
Round 2 on $CARDS
Holy shit 106 pages on @LidoFinance 😳 Hands down the most comprehensive report I've seen on the protocol.
new HIP-3 rule: reserve deployment slots now scale with your deployment count, and only @tradexyz has the history to bank them. I'm expecting this update to solidify xyz's dominance in the HIP-3 landscape. https://t.co/bzjOoaXNqB
Signal Timeline
CR
@CryptoPicsou followed
Score breakdown0–100
🎯Scout quality
+18.900000000000002 / 25
📚Signal stack
0 / 30
🪪Profile
+14 / 15
✍️Content
0 / 10
🤖AI verdict
+8 / 20
⚠️Penalties
-30 / 20
11
Below threshold (70)
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