nice thesis on Lighter

https://lotusroid.substack.com/p/why-lighter-could-be-worth-25b?utm_campaign=post&showWelcomeOnShare=true

CZ updated his personal X profile today, changing“ex-@ binance”to“@ binance,”which may suggest a possible return to Binance. — link

i like aero here for a potential trade (cautious of fomc tho)
- printing a livermore cylinder (H4), handle (D1)
- testing HTF resistance again, above which should seek $2
- base token announcement -> airdrop farming scales up over time -> aero benefits the most (TVL and fees)
- ~50% circ
- defi
- best base proxy play

should be a relatively good trade if the market legs up again

despite pump turning into a consensus trade, i think it can still leg up to higher valuations if it fully achieves what it set out to do wrt streaming

ct has been trading against each other for the past 2 years and consensus has been a turning point for most trades

IF normie fit can really be achieved, then i'm looking more toward axie-like pa which is more aggressive (we've already seen the honeypot-like pa)

i still stand by my previous take that eventually this whole streamer meta dilutes quickly (as with most) and as natives lose money speculating, streamers will also earn lesser fees which loops into a fizzle out

there is constant extraction because the fees going to streamers will never return + the current fee model is extremely taxing for sub 5m tokens

that said, streamer power law is extremely high because the human attention is finite (one thing at once, unlike money)

there will probably be one or two ccm tokens that will trade to insane vals

lazy to speculate? own the casino as a proxy then

its quite obvious to see that with every subsequent meta, ct becomes more cynical

probably due to death loop and exhaustion over the course of the bullmarket

which puts this whole streamer/pump trade in a very interesting spot, and it also explains the honeypot pa because of sidelined demand from cynics

one set of eyes can only watch one stream at a time

consolidation into the winner will happen much faster and the disparities will be wider as compared to memes or ai

that will be my guess

meaning to say, posting many -99% smaller ccm charts doesn't necessarily mean its over

because if the kai cenat of pump emerges, then that is the only one that matters

literally a black mirror episode

this was a free airdrop for based users which is honestly insane

i bought some around 60m just for my xp boost and now its going so hard ???

Upheaval TGE & Season 2

https://medium.com/@upheavalfi/upheaval-tge-season-2-1739ba41dced

looks like based users will get UP airdrop and subsequently it is likely UP holders will also get BASED airdrop (other than based users)

https://app.based.one/register?ref=DPYCM

UP & PUP are both key tokens in upheaval s2 as well

feels like this is not really talked about on ct, which might be an opp tbh

$RUB

https://fxtwitter.com/Notnanoturner/status/1951600685927059498

i actually hold some RUB from months back (suicide amount), but it seems that they are transitioning into a decentralized market maker

might be worth a watch

QCP Asia Colour – 17 September 2025

The Fed is set to kick off its easing cycle tonight with a 25bp cut to 4.00–4.25%. Markets are already pricing six cuts through 2026, putting the focus on the SEP and Powell’s press conference for signals on pace and tone.

Risk assets have rallied into the meeting, but any shift in the dot plot or a firmer stance from Powell could test sentiment. Meanwhile, crypto has continued to lag equities since August, even as liquidity conditions improve.

Will tonight’s Fed message be enough to close the gap between crypto and traditional markets?

Read the full colour here.