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

projects rushing to launch their own version of pumpfun on sol

how quickly do we want to run it to zero

Hyperliquid passed 40% of decentralized perpetual volume for the first time last week — link

crazy coin alr 20% up from 1.3

taylor suift

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)

i’m still holding my lmeow bag from ages ago

think the rr is great here now that market is slowly going risk on again

+ a term that is used commonly among crypto natives -> mindshare
+ gcr lore, people still adore him
+ personally think eth wakes up, ethbtc bottoms -> eth memes might go on a run
+ support reclaim, r/r is great at 10m
+ popcat breaks 1b, cat szn (?)

Sol unlock schedule, March 2025 big unlock

BREAKING: Sanctum launches Creator Coins. Anyone can launch their own coin: 1 Coin = 1 SOL, and creators receive ~$1/mth for each coin held by their supporters.

Source: Breakpoint 2024

Token 2049
-> Spent 99% of my time on 1 on 1s - these have been way more productive than any events
-> out of all the events, bittensor asia meetup was by far the best - saw real builders on $TAO which increases my conviction that this IS the AI coin this cycle
-> most projects are boring/lame/ just burning VC money. If we dont get an influx of inflow...the founders will leave and the coins will probably die....if we do get inflow, i guess they'll be ok for awhile? Idk - wouldnt buy any of these
-> liquid funds generally underperformed $BTC aside from those who also could trade crypto stocks , after filtering out their complaints - i think alt dispersion will continue.
-> many VCs are literally retarded.
-> mood was low despite the massive marketing budgets some of the projects have - reminds me of some MLM scheme actually lol

-> on $SOL, mad respect to the ecosystem. While idk if it will flip $ETH, i do think that now $SOL has a good shot at surviving the supply unlocks from the ftx sale... $ETH thought leaders also have lost touch with the ground base (maybe they are too rich? Idk - not a good look when that happens) the progress made in $SOL has been what... 5x faster than $ETH? Lol
-> On Perp Dexes, these have been unloved af - think they will make a comeback when HL launches.
-> On $LDO, probably sentiment bottom, nobody even hates it...people just dont care. Which as a bull, is great i guess - cant get any worse right? RIGHT???? Hehe

sui eco coins going on their next leg soon

sui probably chops and consolidates abit at current levels, will add more < 1.4

the urge to chase green candles..