Crypto Mumbles
trading the metagame https://fxtwitter.com/howdymerry/status/1963676856256954797
Normies interpret virality and value differently. As a technologist, it pays to dumb down your brain in order to appreciate how value evolves in the Information Age.
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Digital Cash: Making Stablecoins Private & Usable
https://fxtwitter.com/jon_charb/status/1963956940192510279
https://fxtwitter.com/jon_charb/status/1963956940192510279
FxTwitter
Jon Charbonneau 🇺🇸 (@jon_charb)
http://x.com/i/article/1963782238178594816
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Forwarded from Zoomer News
KYLE SAMANI TO BECOME CHAIRMAN OF MULTICOIN, GALAXY, AND JUMP'S SOLANA TREASURY COMPANY - AIMING TO RAISE $1B: BLOCKWORKS
🔗 velo.xyz
🔗 velo.xyz
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Forwarded from Wu Blockchain News
SOL Strategies announced that its shares have been approved for listing on the Nasdaq Global Select Market under the ticker “STKE,” with trading set to begin on September 9, 2025. Upon listing, the company will cease trading on the OTCQB market under the symbol “CYFRF,” and existing OTC shareholders will have their shares automatically converted with no action required. — link
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Crypto Mumbles
https://fxtwitter.com/ethena_labs/status/1964063579835166932
unless majors rug, 0.7 likely to be defended
dips below 0.7 to be bought + breakout of multiweek trend
next target should be ~$1
dips below 0.7 to be bought + breakout of multiweek trend
next target should be ~$1
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Forwarded from Zoomer News
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Crypto Mumbles
defi is also rate dependent imo and will require further cuts in before defi specific capital comes in
discussed this late last year, cuts are good for defi basket
it’s time
it’s time
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Crypto Mumbles
1 threadguy viewer's networth = 100 kai cenat viewers
one threadguy viewer = 100 kai cenat viewers
because crypto natives are more willing to spend and slap huge premiums on things that are onchain
nothing new here because its the froth that we've always been playing, which is why a lot of things trade at inflated valuations
https://fxtwitter.com/0xanteater/status/1964236887360754140
because crypto natives are more willing to spend and slap huge premiums on things that are onchain
nothing new here because its the froth that we've always been playing, which is why a lot of things trade at inflated valuations
https://fxtwitter.com/0xanteater/status/1964236887360754140
🧵 Thread • FxTwitter
Anteater (@0xAnteater)
to put into perspective how frothy crypto is now
crypto bros spend, on average, $18,346 per wallet at @Collector_Crypt
the same metric at @Courtyard_io is $908
crypto bros literally have 20X as much speculative capital to light on fire than normies
crypto bros spend, on average, $18,346 per wallet at @Collector_Crypt
the same metric at @Courtyard_io is $908
crypto bros literally have 20X as much speculative capital to light on fire than normies
Forwarded from not @miyahedge
for speculation to continue to exist there has to be a lot of real value beneath it, this is why bonkfun died out quickly, this is why launchcoin retraced hard
if you invest in launchpads/infra projects always keep in mind that if there's no value underlying it, it's probably worthless and will go to 0 pretty quickly
speculation isn’t a sin, it’s the metabolic noise of discovery. bubbles recur not because humans are irrational, but because bubbles are the fastest attention-allocation protocol we’ve ever stumbled on. they’re lindy for a reason: manias drag capital to the frontier faster than any five-year plan ever could.
the problem is the paper-castle phase. when speculation wraps nothing, it just speedruns entropy. bonkfun collapsed because it was pure velocity with no mass. launchcoin retraced because it initially was a pure wrapper-theater with no anchor. untethered speculation doesn’t die out, it cannibalizes itself.
if you invest in launchpads/infra projects always keep in mind that if there's no value underlying it, it's probably worthless and will go to 0 pretty quickly
speculation isn’t a sin, it’s the metabolic noise of discovery. bubbles recur not because humans are irrational, but because bubbles are the fastest attention-allocation protocol we’ve ever stumbled on. they’re lindy for a reason: manias drag capital to the frontier faster than any five-year plan ever could.
the problem is the paper-castle phase. when speculation wraps nothing, it just speedruns entropy. bonkfun collapsed because it was pure velocity with no mass. launchcoin retraced because it initially was a pure wrapper-theater with no anchor. untethered speculation doesn’t die out, it cannibalizes itself.