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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Forwarded from Leviathan News
Jump's 'Frankendancer' validator client goes live on Solana mainnet, setting the stage for the highly anticipated Firedancer software, according to Jump's Chief Science Officer at the Solana Breakpoint conference. - Coindesk
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seems like a lot of bullish announcements @ breakpoint

(im not there)
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sui really isn't stopping huh
Crypto Mumbles
looking to add a small bag of the top 3 protocols on sui

sca, navx, cetus
if you added any of the three, you should be up minimally 50%

carried by sui's performance naturally
Crypto Mumbles
if you added any of the three, you should be up minimally 50% carried by sui's performance naturally
but frankly speaking, i was expecting a stronger repricing, something similar to what aptos experienced months ago

not many tokens on sui to bid as well, so liquidity should have been concentrated

so rn it seems more like only sui itself is running

1. hot money appetite waning aka market not as risk on (yet?) as before
2. sui eco is still not of interest to many
3. eco bids are still too illiquid for larger sizing
4. possibly an inorganic move on sui
5. tvl ath with a lack of pa -> rotated capital are mostly doing defi activities. uninterested in bidding
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projects rushing to launch their own version of pumpfun on sol

how quickly do we want to run it to zero
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Forwarded from unfolded. DeFi
Hyperliquid passed 40% of decentralized perpetual volume for the first time last week — link
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Forwarded from Ian's Intel
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going overseas for a 2 weeks vacation

will try to stay in touch w the markets and planning to do more readings on the flight and stuff

extremely happy to have connected with some of yall during token week

always happy to exchange trade ideas too

hope it was a great week for most of yall (pnl wise too)
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