The growth profile for USDe has always been non-linear and hard to forecast with periods of parabolic expansion, followed by months of flat or bleeding supply that sets higher lows through time
USDe supply is back into growth for the first time in ~3 months with $300m added in
am fairly confident in this one bros. $GRASS chart one of the cleanest & AI x crypto will be the dominant meta this year outside of memecoins
one of the few companies here that is making substantial revenues w/ partnerships external to crypto and has many tailwinds incoming
Incase you aren't aware, pickle programmed his own indicator known as the squiggly wiggly.
I've seen it used once before, and it was bang on, which means, it has a 100% success rate.
$GRASS is obviously going higher.
What started as a couple of collectors throwing around some ideas for a DAO is now one of the top 10 XCOPY collections on the planet, bringing together collectors from all corners of the globe, with all of this achieved in less than 24 months 🔥
This is the power of passion,
On Grass multimodal search opportunity - I expect B2B demand for this to be off the charts.
There’s a massive pool of ai and non-ai startups and labs that can’t afford or don’t need the enormous data sets grass currently curate, so it’s historically been reserved for largest
one of most notable stories this cycle has been tradfi's acceptance of crypto as an asset class, flows into $BTC through ETFs + Saylor have meaningfully impacted price action
$ENA is positioned extremely well at this intersection for stablecoins, & hasn't repriced as an L1 yet
We still can’t figure out the most bullish part of multimodal search.
Is it proof that the raw datasets are real?
Is it launching a product with real demand from agents and robot startups?
Or is it confirmation that $GRASS can actually build LCR?
The lack of excitement even
Grass is quietly building critical AI infrastructure that doesn't exist anywhere else.
They have launched searchable access to 1B+ annotated videos, which is the largest curated video dataset in history.
By creating searchable video datasets at this scale (over a billion
Yes, VCs will continue to dump it, because they are down horrendously on all of their other bags, but Ethena will eventually overcome the sell pressure through pure fundamentals.
I'm a patient man.