Forwarded from unfolded.
Forwarded from Ian's Intel
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
Source: Breakpoint 2024
Forwarded from Degen Trading House
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
-> 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
Forwarded from Degen Trading House
-> 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
-> 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..
sui probably chops and consolidates abit at current levels, will add more < 1.4
the urge to chase green candles..
🔥3
Forwarded from Alpha
$SUI inflation rate topped in July 2024, marking the bottom in price, which has increased 2x since then.
🔥1
risk is coming back, so are shitfluencers
seeing a decently big account shilling clear memecoin scams/rugs
watch what you’re apeing and who you’re following esp during ez mode
seeing a decently big account shilling clear memecoin scams/rugs
watch what you’re apeing and who you’re following esp during ez mode
👍10
all about timing the news w market conditions
expect more bullish announcements from many projects
https://fxtwitter.com/0xsisyphus/status/1838356546969080029?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
expect more bullish announcements from many projects
https://fxtwitter.com/0xsisyphus/status/1838356546969080029?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
FxTwitter / FixupX
Sisyphus (@0xSisyphus)
This was an OTC deal done at a $3.5 billion valuation directly with the foundation a few months ago, and I think it also unlocks in October
Quoting Celestia (@CelestiaOrg)
Announcing $100M in new fundraising, bringing the total raised to $155M.
With Celestia…
Quoting Celestia (@CelestiaOrg)
Announcing $100M in new fundraising, bringing the total raised to $155M.
With Celestia…
Forwarded from Shoal Research Hub
0xkrishb: Why Build on Hyperliquid?
For a generalized L1 to succeed, it needs to have: Liquidity, distribution, and wealth creation.
> Hyperliquid checks all three boxes improving its odds of success compared to other L1s. It has the biggest lead among all the chains.
Source: https://x.com/0xkrishb/status/1838288409678459119?s=52&t=txFAbiSPTdLLDlAYj9X_AA
For a generalized L1 to succeed, it needs to have: Liquidity, distribution, and wealth creation.
> Hyperliquid checks all three boxes improving its odds of success compared to other L1s. It has the biggest lead among all the chains.
Source: https://x.com/0xkrishb/status/1838288409678459119?s=52&t=txFAbiSPTdLLDlAYj9X_AA