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Parker
co-founder @auradotmoney
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Early-stage protocols are quietly laying the groundwork for the next wave of growth in the @HyperliquidX and HyperEVM ecosystem.
While attention stays fixed on the big players, @Grantblocmates zooms in on the overlooked projects, hidden incentives, and under-the-radar plays that could end up delivering the highest upside.
Not one, not two, but he's fleshed out 20+ names for you to add to your watchlist.
📺 -
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tbh both @KyleSamani & @lzminsky are right here, but I want to add further reasoning: in a post-agentic world, feeling something is all that's left for human UX.
Just as cloud kitchens/robots will operate the Chipotle's of the world, agents will finance. Automated, efficient, soulless.
But the michelin experience is irreplaceable. Every detail is curated from the moment you walk in to the moment you walk out for maximum pleasure, with people who matter.
We have infinite data that proves retail is absolute buns at trading, but we still do it.
"Win or lose, everyone gets what they want from markets." - Ed Seykota
The michelin retail trading experience of the future is hyergamblified, entertaining, & fun. It's an abundance of speculative markets & games. With homies.
Products will fall neatly into entertainment vs. pure utility buckets.
Many products mid curving will be left behind wondering wtf happened.
Feel something.
Aura


🟨🟨 Lauris29.7.2025
tbh @KyleSamani is right here, but I want to push the thesis further: we’re about to hit peak UI/UX. From here, every non‑agentic digital interaction gets gamified and hypergamblified including retail trading.
The failure mode of past web3 “games” was endogeneity: play‑to‑earn loops entertaining themselves. Self‑referential tokens, circular sinks/sources, no exogenous orderflow, no real price discovery. The winning pattern is finance → content, not content → finance. Keep risk explicit, measurable, and streamable. Entertainment wraps the trade, there really isnt any need to obscure it.
Even non‑crypto creators are noticing. We’re about to close a deal with a very well‑known esports creator (no names right now) with an enormous audience because they see what’s happening: gamified spot‑market interactions are a massive monetization unlock vs. simple promo/publishing deals.
iGaming giants see the same thing from the other side. They want rails to bring trading‑like instruments into entertainment: onchain assets smooth EV, create fresher games, and reduce working‑capital drag, because you can just mint magic internet money. I’ve proven it’s an amazing consolation + retention mechanic over the past 16 months with my own products.
Think embedded gamification for retail trading, the way embedded finance transformed consumer fintech a decade ago. It’s already starting onchain.
So the convergence is inevitable: trading × entertainment × gambling collapses into one onchain surface. Risk becomes content; liquidity becomes distribution.
The synthesis is lining up for a Cambrian explosion. There are multiple pieces to build in this stack, including incredibly large SAM stand‑alone products, but a few enormous winners will emerge.
Cracked zoomer devs will be vibe coding games on @RemixGG_ hooking it up to systems that provide the mech design, settlement, bankroll, liquidity routing and verifiability for trade execution + settlement.
Someone needs to build the rails for that. Gmultiply.
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