it has just made me extremely skeptical when it comes to microcaps touting solid organic community

sizing into mid caps or proven memes is still the way

murad’s thesis makes even more sense here, whereby communities that withstood the test of time are better picks - spx is the representative of that

i think pump mean reversion play is in the books, though reclaiming dominance from bonk will be harder

not sure what is going to happen, but i guess the highlighted memes in the poster are ones to consider

don't think i'll be participating tho

not sure why the market still tags fartcoin to pump when it has already elevated past trench status, but fartcoin will likely also trade up on the reversion

still one of the best memes to me and one of the few memes that retains tradfi mindshare

CIRCLE TO ADD NATIVE USDC TO HYPERLIQUID, INCLUDING THE ABILITY TO DEPOSIT AND WITHDRAW DIRECTLY: BLOG

🔗 velo.xyz

VISA EXPANDS STABLECOIN SETTLEMENT SUPPORT

VISA INC - ADDS SUPPORT FOR TWO USD-BACKED STABLECOINS AND EURC
(@WalterBloomberg)

MICHAEL SAYLOR SAYS TODAY'S EARNINGS CALL WILL BE THE MOST IMPORTANT EVENT IN THE HISTORY OF STRATEGY

🚨 China has halted investments in American companies amid escalating trade tensions, according to Nikkei. The move reflects deepening strains in the economic relationship between the two nations, as both sides continue to impose tariffs and restrictions. This decision may have significant implications for businesses and markets, raising concerns over future collaborations and economic stability. For more details, visit Nikkei.

In case you don't realize what is happening:

Meta and Microsoft just posted massive earnings beats, but that's not even the main story.

Microsoft announced that it now expects to spend $30 billion on CapEx next quarter ALONE.

And, Meta now expects to spend up to a combined $72 BILLION on CapEx in 2025.

The vast majority of these capital expenditures are going directly into AI.

Magnificent 7 companies are funneling hundreds of billions of dollars into AI investments on a quarterly basis.

The AI trade has never been hotter.
(@TheKobeissiLetter)

SEC CHAIR SAYS MOST CRYPTO ASSETS ARE NOT SECURITIES
(@WalterBloomberg)

ChatGPT Summary of "Project Crypto"

Key Objectives:
- Enable on-chain securities infrastructure
- Define clear categories for crypto assets
- Welcome back crypto firms previously driven offshore by regulatory hostility
- Allow compliant token launches, airdrops, and ICOs in the U.S.
- Support legal tokenization of stocks, bonds, and other assets
- Reform crypto custody rules and support self-custody
- Allow “super-app” platforms to offer multiple services under one license
- Integrate DeFi protocols into regulated markets
- Introduce an “innovation exemption” for new business models

Source