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
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
🔥5
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
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
🔥4
Crypto Mumbles
that said, streamer power law is extremely high because the human attention is finite (one thing at once, unlike money)
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
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
😁1
🔥1
Crypto Mumbles
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
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
😁1
Crypto Mumbles
$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
might be worth a watch
🔥1
Forwarded from QCP Broadcast
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.
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.
QCP Group
Asia Colour - QCP September 17, 2025
The Fed is widely expected to begin its next easing cycle tonight, with markets fully pricing in a 25bp cut that will bring the policy rate to 4.00–4.25%. Given the Fed’s well-telegraphed intention to start cutting in September, investor focus is squarely…
😁1
Forwarded from unfolded. DeFi
Forward Industries announces $4bn at-the-market equity offering program to purchase SOL — link | AI comment
Forwarded from unfolded. DeFi
Wormhole introduces strategic reserve to accumulate value into W token — link | AI comment
Forwarded from unfolded. DeFi
CME TO LAUNCH SOLANA AND XRP FUTURES OPTIONS OCTOBER 13, 2025 | AI comment