there are certain memes being pushed which are more backward looking, such as memes that used to be an iconic topic a decade or more ago

those fit a provenance play better, but a provenance play isn't executed on sol through a launchpad and they take a long time to play out

these plays will end up very ct centric and if you are not the EL then it is the buddy next to you in your gc

esp if being pushed by known grifters

just my take

ended up closing this for a slight profit because i realised i rather free my mental cap and focus on better horses instead

opp cost a bit too high rn to sit in something that is a slow mover

GOOGLE PLAY STORE BANS UNLICENSED CRYPTO WALLETS, FORCING AML/KYC ON NON-CUSTODIAL APPS IN US AND EU: THERAGE

*NEW GOOGLE PLAY STORE POLICY NOW REQUIRES FINCEN REGISTRATION, STATE BANKING LICENSE, OR MICA LICENSE FOR NON-CUSTODIAL WALLETS

*A DE FACTO NON-CUSTODIAL WALLET BAN IN THE EU

TRADERS FULLY PRICED IN A QUARTER-POINT FED RATE CUT IN SEPTEMBER
(@WalterBloomberg)

perplexing

https://x.com/CoinbaseAssets/status/1955712358791188586

HYPERLIQUID EARNED 35% OF ALL BLOCKCHAIN REVENUE IN JULY 2025 ...

Dragonfly investor Omar said a 100 bps rate cut would slash Circle's annualized revenue by $618M (-23%), gross profit by $303M (-30%), and margins by 3.3 points, raising its valuation from 42x EV/annualized gross profit to 60.4x (~50% higher). To offset the impact, USDC supply would need to grow by $28B (44% of the current $64B). He noted rate cuts are inevitable, explaining yesterday’s ~$1.5B share sale and Circle's push to launch transaction flow monetization products like CPN and Circle Chain. — link

Robinhood reported July 2025 results: funded customers reached 26.7 million, up 2.5 million year-over-year; total platform assets hit $298 billion, up 106% year-over-year; net deposits for the month were $6.4 billion; Robinhood App crypto trading volume was $16.8 billion, up 217% year-over-year. — link

because you wouldn't think its the top yet

https://x.com/0xMerp/status/1955655023171702793