All about the pumpfun token launch..
The 3rd largest crypto token sale aka The Max Extraction Event.
Lots of rumors suggest it'll be live in 2 weeks.
$PUMP token will be sold to both public and private investors.
$1B worth of the token will be up for sale at a $4B FDV
100%
Holy smokes. This is the arguably the most important full throated endorsement of crypto from TradFi world since Larry Fink. This guy is Mr RIA. Manages $300b for 1.3million clients. Tops the Barron’s list of America Advisors regularly.
Ansem They managed to retain a lot of goodwill after bowing to Gary’s demands/dumping user assets at the bottom, but yeah p much everything they announced today is quite cool and they seem much more competent at crypto these days
Need help getting started on Hyperliquid? Keep seeing ppl say to use Unit but confused as to why?
This one is for you.
0:27 | Core vs EVM
0:58 | Quick Start (EVM<>Core, Deposits)
2:00 | Unit Assets & Why ft WarDaddyCapital
3:34 | Spot Markets & Alpha
4:34 | More Alpha
Tradfi coming for $eth
I can fking smell it from a mile away.
1st: Bessent
2nd: Tom Lee
Never maxi anything. Here to make $$. BTC as store of value. ETH for tokenisation.
hedged out a lot of spot bitcoin over the wknd
maybe like 25% exposed now, can flip switch back to 75%
thinking: if btc sends ill make more + good env
vs
if low liq + copycat mstr meta is local top good to reduce
looking away probably outperforms
jetvana july
Market thoughts
1. Trump’s got the market under control.
Risk around him is shrinking.
He brought back oil stability + market strength — like it or not, that matters.
Macro? Probably taking a breather now and we are higher than pre Iran fud.
Next catalyst = rate cuts.
2,
A "stablecoin bank" could take many diff forms, but the one we explored in the piece resembled a narrow bank where deposits are 1:1 backed with T-bills --
- Customers could automatically earn T-bill yield on their deposits
- Credit issuance itself could be done in stablecoins
Whether you believe in the "4 year cycle" continuing or not, this chart tells an interesting story
$BTC is still perfectly on track when laid over the last 2 cycles
I used this back in April to help enforce my bullish thesis and now we have reached the point where previous
I didnt invest in Metaplanet but I agree that the BTC Treasury supercycle is still early. Really hard to argue having 22BTC in Bitcoin 100 is at the late stage.
Some of the fastest horses in the next 18 months will be found in the Bitcoin 100 which grows their Bitcoin fast like
When I first underwrote Hyperliquid, I assigned little value to builder codes.
I now believe it’s one of the most important features that enables Hyperliquid to outcompete CEXs.
The thesis is simple: builder codes enable Hyperliquid to scale distribution faster than any
Kinetiq was forged from the need to create truly onchain liquid staking native to Hyperliquid, and Hyperliquid alone.
The support from the community has been nothing short of extremely humbling, Kinetiq is built with you at its core.
Prepare for launch next week.
Hyperliquid
today we announce $PUMP
pump fun invented a completely new way to launch tokens, owned this crypto cycle, and became one of the most successful startups ever. now, we’re aiming to kill legacy social media platforms.
$PUMP will fuel our domination of crypto and social media. 🧵