way too ridiculous

two kingmaker trades this cycle

by jeff and jeffy

ain't no coincidence

i think there will be time to get in since zentients isn't out yet

but i think getting in early pre-product is a bet on jeffy to ship, which given track record is a relatively easy call

betting on jeffy has always been part of the thesis and the time based capitulation has taken out a lot of folks

those that held through the entire chop and underperformance (me) are honestly delusional holders at this point

zerebro/sol

also nice to see the three framework projects supporting each other instead of shitting and being toxic to each other like how crypto usually is

hope this keeps up as the space moves forward

everyone can win

still holding my zereborns and might add more

just a general ecosystem play and i won't be surprised if down the line the nfts get some nice perks or value accrual

stake zereborn on zentients and earn etc.

currently it already has small utility like dedicated chat groups and beta access to stuff which were added along the way, so to me it is clear that jeffy is a founder that finds ways to reward his community when possible

just my guesses

Grayscale Research updates the list of the top 20 crypto assets in Q1 2025, adding HYPE, ENA, VIRTUAL, JUP, JTO, and GRASS. Focus on the US election and its potential impact, especially in DeFi and staking; decentralized AI technology and AI agents; Solana ecosystem. — link

Hyper Foundation announced that the HYPE token staking function is now live on the mainnet. Users can stake HYPE to trusted validation nodes to earn staking rewards. In addition, Hyper Foundation will launch a delegation program to support high-performance validators and further decentralize the network. — link

feels like the market was forced to price in a lot of upcoming catalysts for hype through all the hard shilling

to the point when actual events happen there isn't much of a reaction anymore, because it is "suppose to happen"

happen = nothing
don't happen = downside risk

put this into consideration for all the other catalysts provided

anyw, staking effects take time to play out and i think hype needs more time

in the meantime, sitting comfy in hype eco top performers (which happens to be utility)

personally won't be staking anything that has unlock periods this late in the cycle

chalk it up to luna ptsd

i will be a net seller in 2025

Not good enough, sorry

is it finally time

the way it has been the entire cycle

can see this happening

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@WatcherGuru