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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Crypto Mumbles
green candles -> more activity -> flywheel more green candles
- currently second place launchpad with about 10% market share: https://dune.com/adam_tehc/memecoin-wars
- $1.2m bought and burned within ~3 days of launch
- 3%+ of circ supply burned
- efficient fee model -> v profitable
- still under 100m mc

still tons of marginal buyers sidelined from selling ico at a loss, brushing aside heaven after a failed tge, no entries given
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Crypto Mumbles
the next contender is about to step into the light
the next contender is about to step into the light
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there is a riskier play for starseed next week, which is to bid top memes in heaven's eco

because similar to pump's glass full program, heaven will inject to support leading projects

i don't quite think this is priced in into the eco itself yet

personally not playing it that way cause i usually prefer to sit in the main token, but it might be a good trade
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despite peace being an anon founder, i think he is a great storyteller/marketer that gets things done

being able to get ct to crowdfund you with 27m with just an X article says a lot about:
1. pent up demand/interest for a product like heaven
2. great storytelling by peace

i remember reading through the whole long piece a month ago and going, "damn, i want in on this"

(thats why we need to learn to read and have longer attention spans)

peace really did well in shaping the narrative of light from the start even before the product was launched

now everyone feels like they're on the same team by holding light

this is a cool case study
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best marketing in crypto is still green candles
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Crypto Mumbles
now everyone feels like they're on the same team by holding light
i say this because pump also has a 100% revenue buyback wheel

but why is the narrative so different between light and pump in terms of what people are saying

because pump has been extractive etc. etc.

yep

and also when you reward your early holders well, you create a stronger army of users/holders (hyperliquid, axiom affiliates, etc.) on top of a quality product

pump did not
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Forwarded from peace speaks
top: volume

bottom: revenue

lower volume than bonk with 10x their revenue, equally thick LP's, and no additional costs being passed to the users

this is the difference between taking 3 days to launch a raydium wrapper, vs. taking 6-7 months to build an amm from scratch, and then launch a wrapper on top of it

full stack, complete ownership, 100% of rev back to $LIGHT

and this is just product 1 within the $LIGHT ecosystem
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Forwarded from Ahboyash Reads
Need to monitor the chains of Bybit and OKX as well:
- Bybit <> Mantle
- OKX <> XLayer

Mantle (MNT)
- MNT to be integrated more deeply into Bybit (Launchpools, VIP tiers, trading pairs, trading fees --> think BNB <> Nance or FTT <> FTX)
- Focus on rails for RWAs + banking
- Mantle to be officially the Bybit chain

XLayer (OKB)
- OKX upgrade off XLayer --> core chain for DeFi, payments, and RWA
- OKB as gas token + burn fixes total supply at 21M forever, cementing OKB’s role with enhanced scarcity and utility across OKX Wallet, Exchange, and Pay

https://defillama.com/chain/mantle

https://defillama.com/chain/x-layer
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Forwarded from Wu Blockchain News
The Japanese Financial Services Agency will approve the issuance of yen-denominated stablecoins, whose value is pegged to fiat currency, for the first time in Japan as early as this fall. Fintech company JPYC (Chiyoda, Tokyo) will register as a money transfer business within the month. 一 link
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summarised my scattered mumbles for those looking to catch up on Heaven

https://medium.com/@dpycm/heavens-door-80ea694c422b
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Forwarded from infinityhedge
TRUMP: BIG PROGRESS ON RUSSIA. STAY TUNED!
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to live is to learn, to give is to earn

a life with no growth is not a life to me

if you have the luxury of not needing an income, would be nice to work on something you’re passionate about even if it’s corporate

no shame imo because if you’re happy and you’re growing i think you’re better off than rich degenerates

https://news.1rj.ru/str/bookofel/519
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