Forwarded from 코인같이투자 정보 에어드랍🦅
perpl
거래하면 거래량과 OI에 따라 인센티브를 $MON 으로 줌. 물론 Perpl 포인트도 따로 줌. PNL 운좋아서 잘나오면 USD 줌.
대충 다른 캐고있는 플랫폼에서도 양방 포지션걸고 거래량 쌓는중. 과거에 블루핀이 수이 인센티브때문에 돈을 더 벌었던 것을 기억하면서 하는중.
그 외에 Monad 생태계에서 $MON 퍼먹기 계속 진행할 예정.
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근데 펍덱을 보면서 느끼는건데 tge전에는 양방 막아놓는거 이해해도 tge이후에는 열어줘야 하는거 아닌가.. 전에 한솔라님 만나서도 불편하다고 말 한번 한적 있었는데 계정을 자꾸 나누려니 귀찮아 죽겠음
$16.25M total raised한 코인을 200m에 파는 미친짓을 당해주어서는 안돼
https://x.com/TownSquarexyz/status/2079192624230211721
https://x.com/TownSquarexyz/status/2079192624230211721
이번에 모나드 카드 민팅하신분들은 심심할때 이거나 해보시지요... 카드 민팅이 참가 조건임
ai agent 만들어서 트레이딩 시키는 방식
상금풀 1등 5만 2등 2.5만 3등4등 0.75만
참가비 무료
https://x.com/KuruExchange/status/2077024070818783644
ai agent 만들어서 트레이딩 시키는 방식
상금풀 1등 5만 2등 2.5만 3등4등 0.75만
참가비 무료
https://x.com/KuruExchange/status/2077024070818783644
후드 쪽은 평범하게는 vex사서 기다리고있고..
따거햄들이 게세끼나 고냥이 한탕 해줄거 같아서 그거 찾는데 시간 써보는중
이런것도 오랜만에 해보니까 다시 또 재밋네요 새로운 지갑들 챱챱해보고 15초봉도 보고...
중간에 잠깐 해볼만한거 잇으면 건드려보는데 보니까 1%이상 들고 있는 노카발 유저들이 많으면 오히려 더 사기 싫어지는 것 같음 차라리 카발해줄 스나지갑 찾는게 마음이 더 가네
따거햄들이 게세끼나 고냥이 한탕 해줄거 같아서 그거 찾는데 시간 써보는중
이런것도 오랜만에 해보니까 다시 또 재밋네요 새로운 지갑들 챱챱해보고 15초봉도 보고...
중간에 잠깐 해볼만한거 잇으면 건드려보는데 보니까 1%이상 들고 있는 노카발 유저들이 많으면 오히려 더 사기 싫어지는 것 같음 차라리 카발해줄 스나지갑 찾는게 마음이 더 가네
Forwarded from LinenXmito
A note on the "SK Hynix sets 2.5% ADR conversion cap" headline that's been circulating.
This is not new information. The 2.5% figure comes from the F-6 registration statement and deposit agreement filed with the SEC on July 1 — before the ADR even started trading. What changed last week is the interpretation, not the facts.
## What the documents actually say
The registered ceiling is about 25% of shares outstanding (1.78B ADSs), but that number is not freely usable.
* ADR → local shares: unlimited, anyone can cancel and withdraw at any time
* Local shares → ADR: only within a limit the issuer sets, and the depositary can require SK Hynix's written consent before accepting deposits
The direction that would close the ~30% premium is exactly the one that's gated. This is the same structure that kept the TSMC ADR premium alive for years.
One correction to the circulating headline: the cap is set by the issuer under the deposit agreement, not by KSD. KSD only processes conversion requests.
## What we're actually watching
The real variable is whether SK Hynix opens the gate. Until then, headlines are noise.
* DART — a board resolution or a Korean registration statement to expand the conversion limit would be the actual game changer
* SEC EDGAR — any F-6 amendment (CIK 2120882) is the US-side version of the same signal
* KSD / SEIBro — actual conversion volumes after mutual conversion opens on July 29.
Our base case is that the premium persists until the issuer acts. The disclosure will tell you when that happens —
Good luck
This is not new information. The 2.5% figure comes from the F-6 registration statement and deposit agreement filed with the SEC on July 1 — before the ADR even started trading. What changed last week is the interpretation, not the facts.
## What the documents actually say
The registered ceiling is about 25% of shares outstanding (1.78B ADSs), but that number is not freely usable.
* ADR → local shares: unlimited, anyone can cancel and withdraw at any time
* Local shares → ADR: only within a limit the issuer sets, and the depositary can require SK Hynix's written consent before accepting deposits
The direction that would close the ~30% premium is exactly the one that's gated. This is the same structure that kept the TSMC ADR premium alive for years.
One correction to the circulating headline: the cap is set by the issuer under the deposit agreement, not by KSD. KSD only processes conversion requests.
## What we're actually watching
The real variable is whether SK Hynix opens the gate. Until then, headlines are noise.
* DART — a board resolution or a Korean registration statement to expand the conversion limit would be the actual game changer
* SEC EDGAR — any F-6 amendment (CIK 2120882) is the US-side version of the same signal
* KSD / SEIBro — actual conversion volumes after mutual conversion opens on July 29.
Our base case is that the premium persists until the issuer acts. The disclosure will tell you when that happens —
Good luck