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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.
Onur
working on applied ml | prev: data @opensea @nansen_ai | alum: @mcgillu
ethereums killer narrative is that treasury companies will continue buying eth for the next few months imo
11 tuntia sitten
there's a real possibility the circle chain is actually disproportionately more bearish for ethereum vs most other chains (its not bullish for anyone)
ethereum's killer narrative rn is literally the stablecoin chain (largely USDC!)
now circles gonna try to take that back
1,06K
looks like agi is cancelled
12.8. klo 01.55
Sam Altman now says AGI, or human-level AI, is ‘not a super useful term’
That was quick.
4,62K
Onur kirjasi uudelleen
You thought $ETH holders were in pain?
Pls check on our $ATOM friends. They are REKT beyond belief:
-26% over the past 5 years and -89% from ATH. While $ETH caught up with BTC.
Cosmos ecosystem never recovered after the $UST collapse (I got rekt too on $UST / $OSMO LP pool).
Yet Cosmos tech is used by $INJ, $TIA, $DYDX, Babylon etc., but good tech ≠ price.
The recently launched Eureka bridge to EVM / Solana (soon) didn't pump price.
Is there anything $ATOM can do to pump again?
89,63K
probably something like this:
pipe investors dump dat stock -> mnav goes negative -> buy pressure stops -> coins dump -> dat stocks dump harder -> management starts dumping the coin to buy back the stock -> coins dump even harder -> multi year bear market
11.8. klo 02.46
Everyone keeps telling me treasury companies are going to cause the next crash but they can never explain how
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Onur kirjasi uudelleen
Hyperliquid's L1 - which isn't even their main product - is crushing the "premium L1s" that consumed years of development and massive VC rounds:
HyperEVM: $1.99b DeFi TVL, $760m DEX volume
- $SUI: Same TVL, half the volume, $35b FDV
- $AVAX: $1.83b TVL, $355m volume, $15.4b FDV
- $APT: $867m TVL, $160m volume, $4.95b FDV
Hyperliquid's main business, Hypercore, makes ~$3.5m in daily revenue with 93% flowing back to $HYPE buybacks on the open market.
These other chains?
No meaningful revenue, let alone any passed back to token holders.
Still trading on stale "L1 premium" narratives while getting outperformed by what's essentially Hyperliquid's side project.
With native USDC coming to HyperEVM, Arbitrum's "Hyperliquid bridge" utility evaporates overnight.
Flippening incoming there too.
hyperliquid.
52,67K
turkeyification of the us
2.8. klo 02.09
*TRUMP: DIRECTED TEAM TO IMMEDIATELY FIRE LABOR STATISTICS COMMISSIONER
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really nice public good just dropped for all of us ai nerds
--dangerously-skip-permissions
1.8. klo 02.14
1/ Announcing SourcePulse: the fastest way to discover open-source AI projects.
SourcePulse surfaces projects that prolific founders and researchers care about.
If Tobi, the CEO of Shopify (a $160B company!), has time to research and star a project then you should check it out.
267
Onur kirjasi uudelleen
1/ Announcing SourcePulse: the fastest way to discover open-source AI projects.
SourcePulse surfaces projects that prolific founders and researchers care about.
If Tobi, the CEO of Shopify (a $160B company!), has time to research and star a project then you should check it out.
12,82K
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