Crypto Mumbles – Telegram
Crypto Mumbles
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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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its not that ct doesn't understand how great hype is fundamentally

we have constant .hls bullposting about hype almost everyday to remind people

its just the expectations of upside ceilings and the urge to chase greater gains in times of good conditions

all just short term pa for hype anyw
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looks like zora traction is there and interest is sustained

reflexivity in effect

https://dune.com/zorateam/coins
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genuinely think during the next sol onchain szn heaven is gonna cook
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however, there would be a lot of things to work on esp onboarding some deployers, marketing, getting a runner going, and more to really kickstart things

the flywheel is useless if there is no demand

incentive programs should start soon + foundation grants (starseed)

we'll see how that goes first
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Forwarded from Zoomer News
FEDERAL RESERVE TO RELAX RULES ON CRYPTO BANKING ACTIVITY BY ENDING ITS SUPERVISION PROGRAM: BBG

🔗 velo.xyz
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Forwarded from Wu Blockchain News
Coinbase says a full altcoin season may be approaching, driven by rising institutional interest in ETH. Altcoin market cap is up over 50% since early July, with LDO gaining from ETH’s rebound and SEC support. A September Fed rate cut could boost retail inflows. 一 link
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Forwarded from Wu Blockchain News
According to beaconchain data, 355,919 ETH are currently in the Ethereum validator entry queue, with an estimated wait time of 6 days and 4 hours. The exit queue holds 831,056 ETH, with an estimated wait of 14 days and 10 hours. The network currently has 1,085,264 active validators, with approximately 35.6 million ETH staked—representing 29.46% of the total supply. — link
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Forwarded from Shoal Research Hub
Messari: State of Solana Q2 2025

> App Revenue Capture Ratio up 211.6%
> DeFi TVL increased 30% QoQ to 8.6B
> Kamino grew 34% QoQ to maintain its lead
> RWA value grew 24% QoQ to $391M
> Ondo's USDY & OUSG were the two largest RWAs
> Anza introduced Alpenglow
> The Rex-Osprey Staking ETF went live in June
> Liquid staking rate increased to 12.2%, and more

messari.io/report/state-of-solana-q2-2025

Source: https://x.com/MessariCrypto/status/1956391786634780789
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