I SPENT $3,000 DOLLARS TO ASK GROK 4 HEAVY — THE MOST ADVANCED AI MODEL IN THE WORLD — WHEN BITCOIN IS GOING TO HIT $400,000

Raising funds for a crypto treasury company. Our Moat: -Half of funds will be used to buy cryto -Other half will be to used hire Sydney Sweeney

The thing with $GLXY is that it has the most attractive narrative since it encapsulate every narrative in crypto from digital gold to defi to tokenization + exposure to the growth of AI compute AND it has the fundamentals and valuation that would give Buffett a bonner

This is the final boss of narratives (I own $GLXY)

Join us tomorrow at 12 pm EST for a new Yield Talks on The @edge_pod featuring Ethena Head of Research, @ConorRyder and InfiniFi Founder @RobAnon94. RSVP 👉

Interesting, revenue is going up while SWPE is going down 👀 (Love what @skewga_hyper has built here - link below) (Hyperliquid)

Building on the original thesis that the growth of net new value, which I categorize as M0 in DeFi (encompassing real-world yield / assets), will drive the expansion of DeFi and, consequently, M2 (DeFi lending markets and credit facilities), it is evident that M0’s growth has progressed more slowly and in a more homogenous manner than expected. Instead, M1, or even M2 itself, may emerge as the primary driver of growth in the short to medium term. The lack of new yield sources has resulted in existing yields being wrapped, stretched, and tranched to create varied forms. From separating yield properties, such as principal versus yield, real yield versus rewards, durations, or junior versus senior tranches, likely in response to capital becoming sophisticated enough to demand more granular risk profiles or mainly to squeeze yield more effectively. At the same time, the demand side of the credit market is becoming more fragmented, with diverse requirements for terms and collateral types. The location of collateral will also increasingly shape the risk-to-return profile, all in all leading to a dynamic where the demand side influences the supply side, leading to greater specialization on both sides of the market. The horizontal expansion thesis holds, but the sequence and timeline differ from initial expectations. There's so much more to unpack here. Got more thoughts brewing on this. Thinking of going deeper soon. Share if you want to see where this goes.

Pump it up. Our most swole campaign yet!

Still early 🏖️ $SBET - Capital deployed: [█▒▒▒▒▒▒▒▒▒] $1B / $5B $BMNR: ETH supply targeted [█░░░░░░░░░] 0.25% / 5% The Ether Machine - Capital deployed: [░░░░░░░░░░] $0 / $1.5B $GAME - Capital deployed: [█▒░░░░░░░░] $30M / $250M

Ethereum just hit an all-time high in daily gas usage! 149,673,860,000 gas used on July 21, 2025 - the most ever recorded in a single day. Let’s break down what this means 👇