now that the fake pump tge on gate has been released for abit (deleted now)

i’m leaning toward this ^

i don’t really see strong vamping

SWPE = Tradable Market Cap/ Protocol Earnings

https://x.com/0xpicasso/status/1942365091367686243?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

29% max bid
20% small bid
51% not bidding

as of writing this post

#reads stablecoins

https://a16zcrypto.com/posts/article/how-stablecoins-will-eat-payments/

- Walmart made $648B in annual revenue, and might pay $10 billion in credit card fees, with $15.5B in profit. Do the math: Eliminate payment fees and Walmart’s profitability, and therefore its valuation, controlling all other factors, could increase by over 60%, just through cheaper payment solutions.

- Chipotle, a growing quick-service restaurant, makes $9.8B in annual revenue. It pays $148M in credit card fees on a $1.2B in annual profit. Chipotle could increase its profitability by 12% — a dramatic number not accessible anywhere else in its income statement — just by reducing fees.

- Kroger, a national grocery store, has the most to gain because it has the lowest margins. Astonishingly, Kroger’s net income and cost of payments may be almost equal. Like many grocers, its margins are below 2%, less than the amount businesses pay to process credit cards. Kroger could potentially double its profits with stablecoin payments.

short to mid term

longer term its still possible to grow the pie together aka both winning

regardless of the camp you're in, safest move is still to bid revenue beneficiaries since it has been the theme thus far for 2025 (until preferences change)

the only position i really like rn is graphite $gp

at current levels of buyback from bonkfun, its cheap after factoring in actual circulating supply (slightly less than 50% of current mc / 55m)

2052 sol buybacks from last week starting: https://x.com/GraphiteProto/status/1942298468162089081

remains very strong

icm q4

https://x.com/satsdats/status/1942393144684741075

free yourself of your biases,
esp the emotional attachments to certain projects,

don't marry your bags

xxx made you your first bag, but it doesn't mean that xxx will continue to make you money

just observations

was chatting and suddenly remembered

https://news.1rj.ru/str/cryptomumbles/10393

being the first doesn't necessarily mean that you'll always dominate

first mover advantage, not moat

pumpfun got too comfortable (and maybe complacent) and is at risk of being flipped rn if alon doesn't pivot or do something different

i don't know if bonkfun's lead is permanent, but i would not brush off the possibility that pumpfun falls off one day as a leader

According to the official website of the U.S. SEC, Truth Social has submitted an S-1 filing for a blue-chip cryptocurrency ETF. The trust’s assets primarily include Bitcoin, Ethereum, SOL, XRP, and CRO, which will be held by a custodian on behalf of the trust. Truth Social is a social media platform backed by Donald Trump. — link