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Ron (summer arc)
ideas @deek_network | Member @safaryclub @EVGHQ
according to @DefiLlama, the top 10 crypto cash cows made ~$6.2B revenue in first half of 2025:
> stables (70% of revenue): tether, circle
> trading (21%): pumpfun, hyperliquid, pancakeswap, photon, axiom
> rails (9%): phantom, ethereum, solana
tldr - so crypto's killer use case atm really is just exporting dollar to the world and letting people trade 24/7
3.01K
Reflection: Everything is just a wrapper for a winner.
The game is literally:
1. Arbitrage a money printer into a new market
2. Make bank on it until the gap closes
3. Build your own vision — or go back to step 1
This is why it’s often more logical to fork or innovate on top of what’s already working.
Is it novel? Probably not by mainstream standards. But it does give you as a startup or builder the best chance to live another day.
And that’s something the romanticized pursuit of “pure innovation” often forgets.
First thing you need to do is to survive.


Farza 🇵🇰🇺🇸Jun 29, 2025
A new essay.
For the founders building in 2025.
Enjoy.
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Polymarket's journey in TVL:
– 803 days to climb back to $10M
– 228 days to grow from $10M → $100M
– 75 days to rocket from $100M → $455M (ATH)
– 8 days to crash back to $100M
– 223 days (and counting) holding the $100M line
some teams just have the dog in them

Ron (summer arc)Jun 24, 2025
“Polymarket is dead after the election hype.”
They’re right. 80% of its TVL vanished in just 8 days from $455M to $100M. What took them 75 days to build (100M to 455M) was wiped in one week.
But 7 months later after the election:
– They’re still holding the $100M line
– Announced an official X/xAI partnership
– Reference of truth machine for politics/economics @tbpn
The amount of grit and resilience over @polymarket is just unmatched.

16.13K
Some thoughts on mental monopolies
We all know polymarket is the app that will always comes up when someone mentions prediction markets. It’s one of crypto’s clearest category winners living rent free in people’s minds, the same way:
- Kleenex = tissue
- Google = search
- Vaseline = that jelly men use for everything
It’s one of those things that just lives in your head whether you’ve used it or not. Other examples in crypto are:
- Perp dex? @HyperliquidX
- Defi dashboard? @DefiLlama
- Lending/borrowing? @aave
There’s nothing more powerful than a brand that becomes the default in its category. At that point, it’s not just a product. it is the answer.
And once that mental loop is set, it’s brutally hard to break that mental monopolies.
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