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

#reads ICM

https://www.helius.dev/blog/internet-capital-markets

#reads ICM

https://multicoin.capital/2025/01/22/the-solana-thesis-internet-capital-markets/

truthsocial: @realDonaldTrump: As per letters sent to various countries yesterday, in addition to letters that will be sent today, tomorrow, and for the next short period of time, TARIFFS WILL START BEING PAID ON AUGUST 1, 2025. There has been no change to this date, and there will be no change. In other words, all money will be due and payable starting AUGUST 1, 2025 - No extensions will be granted. Thank you for your attention to this matter!

https://truthsocial.com/@realDonaldTrump/posts/114818149310161097

Type: post

Link: https://truthsocial.com/@realDonaldTrump/posts/114818149310161097