add sui as well into the watchlist

hearing that the ecosystem is gonna have some new developments

+ increasing tvl flows
+ tech has always been great
+ grayscale trust

- needs more things to do other than defi, mostly money market stuff which is pretty passive
- wealth effect non existent, need to attract eyes/degens

will be one of the stronger alts in the continuation

#reads stablecoins

https://fxtwitter.com/nic__carter/status/1834224298447294523

report: https://castleisland.vc/writing/stablecoins-the-emerging-market-story/

> stablecoin usage has meaningfully decoupled from crypto cycles

would be very beneficial to the payments sector as demand for stables increase apart from trading collateral

https://x.com/nic__carter/status/1834229179845415327

looking to add a small bag of the top 3 protocols on sui

sca, navx, cetus

reading more first, but all three have decent charts

just a small beta punt on sui eco

#reads sui

https://www.ournetwork.xyz/p/on-265-sui-mega-issue

added some scallop on this

https://x.com/resdegen/status/1834235185379840094?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

bridged more liq to sui as standby

will park in some money markets and wait

i think if it heats up it'll heat up fast

giving me nov '23 sol vibes

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Hope this is helpful for yall, sharing this as its approx a month till the event and i know many of yall are planning to make your way over!

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@WatcherGuru

nice small pop on scallop

let's see if we get continuation in coming days

navx and cetus not moving tho

not sure if its simply because KOLs choose to shill scallop instead of the other two

the argument against cetus is that its already 34m, fair

but navx is pretty cheap too around 12m with higher tvl

not sure if i'm missing something

‘‘the market conditions the animal to expect mean reversion precisely at the time that the market shifts from mean reversion to trend’’ lightcrypto

Tokenised RWA's market value hits $12B, doubling in the past year: Binance Research

🔗 link

Microstrategy announces it bought 18,300 BTC between Aug 6th and Sept 12th for $1.11B in cash: RTRS

🔗 link

the move was mstr, not that great

maybe now its time for the final dip