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Bonk Eco continues to show strength amid $USELESS rally
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Pump.fun to raise $1B token sale, traders speculating on airdrop
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Boop.Fun leading the way with a new launchpad on Solana.
Matt Willemsen
director of research @cshift_io // full-time crypto since 2017
Matt Willemsen kirjasi uudelleen
pretty clear we’re at the start of a fundamental shift in how startups are being built, funded, and distributed
easier access to retail investors, faster paths to revenue, and plummeting software development costs are commoditizing financial capital
while modern distribution channels and consumer demands are making social and cultural capital increasingly important
the winning capital allocators of tomorrow are going to look very different than the ones of today
1,85K
christmas has come early
2.8. klo 07.38
i always despise both August and September.. just tough months to make money
697
Matt Willemsen kirjasi uudelleen
the next wave of defi apps are looking more and more like consumer apps.
we are seeing a growing number of apps built on the lefthand of this spectrum.
more often than not, these are mobile-first experiences for retail traders that prefer convenience and like to invest in tokens, vaults, and/or loop defi strategies straight from the frontends they are most comfortable with. these can include agentic experiences here on X (like what we’re seeing with @bankrbot) to traditional fintech frontends that use defi protocols (eg @MorphoLabs) under the hood. not long before robinhood, venmo, and paypal become full on defi mullets.
personally, I think the line between social apps and trading apps are blurring. we are seeing @farcaster_xyz, @base, and @zora be both a social experience and a financial one. and we are seeing new apps that enable consumers to trade any market (prediction, perps, spot, equities) straight from a mobile ux (eg @auradotmoney).
13,91K
Matt Willemsen kirjasi uudelleen
The SEC's new "Project Crypto" is the most bullish thing I've seen in a long time from a regulator. Read the speech, it's incredible:
* Almost all tokens are not securities
* Want to discourage decentralization kabuki theater
* Americans should not get excluded by IP/VPN blocks
* Explicit exemptions for ICOs, airdrops, etc.
* Non-securities should be tradeable alongside securities on the same platforms
* Protect software engineers
* Streamline licensing requirements
* "Innovation exemption" to protect builders pre-decentralization
Wow. Wow wow wow.
381,3K
We need more crypto analysts!
Great opportunity for anyone who lives and breathes crypto to join our growing team.
Get paid for researching and writing about crypto, all while levelling up your knowledge and growing your network.
Apply here:
30.7.2025
We’re Hiring for Crypto Research Analysts (Multiple Roles & Full-Time)
This is your chance to work with Australia’s leading crypto intelligence platform and our fearless research leader @matt_willemsen.
With a mission-driven team helping over 1,000 clients, founders, and institutions navigate the crypto markets with clarity and conviction.
You'll analyse on-chain sectors like DeFi, Gaming, Layer 2s, and key narratives from Bitcoin ETFs to restaking, then turn your insights into world-class research and strategy for our clients.
We work with some of the best in the business, including CoinSpot, Swyftx, and Coinbase, and we’re looking for smart, independent thinkers who live and breathe crypto.
If you:
- Are curious, analytical, and obsessed with crypto
- A deep thinker and clear communicator
- Enjoy diving into dashboards, whitepapers, Discords, and charts
- Thrive in a fast-paced team that moves quickly and sets the bar high
Full details + how to apply here 👇
1,41K
Matt Willemsen kirjasi uudelleen
We’re Hiring for Crypto Research Analysts (Multiple Roles & Full-Time)
This is your chance to work with Australia’s leading crypto intelligence platform and our fearless research leader @matt_willemsen.
With a mission-driven team helping over 1,000 clients, founders, and institutions navigate the crypto markets with clarity and conviction.
You'll analyse on-chain sectors like DeFi, Gaming, Layer 2s, and key narratives from Bitcoin ETFs to restaking, then turn your insights into world-class research and strategy for our clients.
We work with some of the best in the business, including CoinSpot, Swyftx, and Coinbase, and we’re looking for smart, independent thinkers who live and breathe crypto.
If you:
- Are curious, analytical, and obsessed with crypto
- A deep thinker and clear communicator
- Enjoy diving into dashboards, whitepapers, Discords, and charts
- Thrive in a fast-paced team that moves quickly and sets the bar high
Full details + how to apply here 👇
7K
Matt Willemsen kirjasi uudelleen
not just a daily exception anymore
HYPE consistently generating more revenue $ than SOL in recent weeks
hyperliquid's imo is also generally better revenue durability/quality, growth trend, & much lower val ofc
becoming an increasingly tougher comp for SOL if this continues
38,04K
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