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Crypto Mumbles

9.46K subscribers

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22 videos

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9.79K links

things I mumble to myself about crypto

basically my transparent crypto diary

education, analysis, and trades 🙂

Twitter: https://twitter.com/dpycm
Medium: https://medium.com/@dpycm
Lifemax (non-crypto): t.me/humblespace

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9.46K subscribers

https://fxtwitter.com/mrjasonchoi/status/1941781415294890355

Jason Choi (@mrjasonchoi)

If you're paying attention to both this should be extremely obvious

Quoting Indra (@IndraVahan)

some intern at mckinsey is probably slopcoating a report on this but let me give you an insider news: most large corps are not happy with the agentic systems…

859 views10:36

https://x.com/nikokampouris/status/1942384049097695501?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

niko (@nikokampouris) on X

dex to cex spot trade volume update

tldr, cex dominance is shrinking and defi is eating the world

looking forward to when this chart fully flips

uniswap

823 views10:44

https://x.com/nikokampouris/status/1942384049097695501?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

https://x.com/waynekerz/status/1942388129777733985?s=46&

846 views10:44

https://x.com/waynekerz/status/1942388129777733985?s=46&

https://x.com/nikokampouris/status/1942389318015701117?s=46&

X (formerly Twitter)

niko (@nikokampouris) on X

@waynekerz eh, pancakeswaps metrics are questionable here

40% of their volume is from 1 coin lol

while this does inflate the current % on this month’s dex vs cex chart, the trend up started back in feb before the above even started happening

context

855 views10:45

Forwarded from Wu Blockchain News

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

791 views12:51

Forwarded from unfolded.

Bitcoin ETF dominance hits a new all-time high — link | AI comment

🔥1

758 views13:05

https://x.com/0xgumshoe/status/1942537812235985151?s=46&t

X (formerly Twitter)

gum (@0xGumshoe) on X

Haven't seen anyone mention this about Bonk:

If Pump wanted to launch their chain at some point, Bonk has at the minimum slowed these plans by a long time

There is no point in moving from Solana to a Pump chain when you have a more aligned platform like…

792 views14:14

#reads ICM

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

Internet Capital Markets

Internet Capital Markets presents a reimagining of finance, radically reducing the barriers to issuing and owning assets.

796 views14:44

#reads ICM

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

multicoin.capital

The Solana Thesis: Internet Capital Markets

Multicoin Capital has been investing in Solana’s native asset, SOL, and the broader Solana ecosystem since Solana’s seed round in May 2018. We have previously published four theses about Solana in that time.

804 views14:44

Forwarded from Tariffs (synoptic.com)

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

631 views14:47

Forwarded from The Block News Feed

SharpLink Gaming discloses holding 205,634 ETH in second-largest treasury behind Ethereum Foundation

SharpLink Gaming discloses holding 205,634 ETH in second-largest treasury behind Ethereum Foundation

Between June 28 and July 4, SharpLink purchased 7,689 ETH, valued at $19.7 million as of writing, for about $2,501 per token.

718 views17:06

https://fxtwitter.com/phantom/status/1942628993636917311

🧵 Thread • FxTwitter

Phantom (@phantom)

Introducing: Phantom Perps 👻 ♾️

Go long or short in just a few taps.

100+ markets. Up to 40x leverage. All in your pocket.

Powered by @HyperliquidX

757 views17:14

https://x.com/0xshual/status/1942601349050290356?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

Shual (@0xShual) on X

My honest take on the $pump token launch:

1. It is utterly moronic to separate @pumpdotfun from other competitors. It is even more moronic to assume that competitors will do well, if $PUMP were to fail. In other words, if $PUMP fails, so do all the others.…

717 views17:19

https://x.com/alphawifhat/status/1942627606580572431?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

Nachi (@alphawifhat) on X

I didnt invest in Metaplanet but I agree that the BTC Treasury supercycle is still early. Really hard to argue having 22BTC in Bitcoin 100 is at the late stage.

Some of the fastest horses in the next 18 months will be found in the Bitcoin 100 which grows…

720 views17:23

https://x.com/gerovich/status/1942304313642229919?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

Simon Gerovich (@gerovich) on X

Only 22 BTC gets you into the Bitcoin 100 today. That number will soar. Being in the Bitcoin 100 will soon matter like the Nasdaq 100—tracked, benchmarked, and coveted.
ETFs will follow.
Capital will chase.
You’re early.
Position accordingly.

724 views17:23

https://x.com/hyperliquidbull/status/1942630523408351446

X (formerly Twitter)

JJ (@hyperliquidbull) on X

Phantom is integrating Hyperliquid perps.

That’s 15 million MAUs now seeing a perp trading experience front and center on their home screen. Phantom is one of the most widely used wallets in crypto with 15 million monthly active users, $25 billion in…

775 views17:25

https://x.com/masonnystrom/status/1942621937051869492?s=46&

X (formerly Twitter)

Mason Nystrom (@masonnystrom) on X

The Fastest Revenue Scalers are in Crypto

Crypto revenue velocity has increased as the ecosystem has evolved from protocols to applications that scale trading attention and monetizing market volatility.

DeFi Protocol Era – crypto companies have historically…

780 views17:38

https://x.com/hyperunit/status/1942641335212900836

X (formerly Twitter)

Unit (@hyperunit) on X

How does Phantom fund your Hyperliquid perp account with just one click via UNIT?

Phantom streamlines the process of funding a Hyperliquid perp account using SOL, into one single user-signed transaction.

1. Deposit SOL to Hyperliquid via Unit:
The user…

👍1

801 views17:57

https://x.com/adam_tehc/status/1942479707712413990?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

Adam (@Adam_Tehc) on X

Most top Pumpfun deployers have been migrating to Bonk.

Out of the top 200 serial creators on Pump, 88% have been launching tokens on the BONK launchpad (@bonk_fun)

And 76% launched more tokens on BONK than Pumpfun in the last 72 hours.

803 views18:21

solana launchpad volume

https://blockworks.co/analytics/solana/solana-launchpads/solana-launchpad-volume

828 views19:01

https://x.com/aadvark89/status/1942660376060903577?s=46&t

X (formerly Twitter)

aadvark (@aadvark89) on X

LMAO, Phantom is probably about to make bank with this Hyperliquid integration

one tiny detail which most people won't notice in fees:
'Swapping to USDC: Standard Phantom swap fees apply.'

that "Standard" swap fees is 0.85% for normal swaps and 1.5% for…

825 views19:36