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One of our portfolio companies quietly making significant progress behind the scenes is Arcium ☂️. A recent announcement from them that deserves far more attention: they've introduced a completely new token standard on Solana called Confidential SPL Tokens. These tokens enable

Some of the biggest losers in the coming years will be mid-curve VCs who desperately cling to private markets, convinced they’re getting a major edge or access to insider deals. Some of the biggest winners will be the left- and right-curvers who understand that early-stage

More than $100 billion in market cap was added to the crypto market in the last few hours. Good night.

gm to absolutely everyone who stuck around and never lost faith in crypto. The moment we’ve all been waiting for is finally here, enjoy the ride over the coming months. The biggest mistake you could make now is exiting too early, before things really go parabolic. Stay patient

Crossed 8000 yaps today on Kaito AI 🌊. You may not like it, but this is what peak social reputation looks like in Web3.

$PEAQ chart’s starting to look gud here. Just one or two solid announcements and it’s ready to smash through that key $0.10 level. After that? Full send mode. This is probably the strongest narrative play in DePIN, physical AI, and robotics right now. You've been warned

In retrospect, it’s been obvious. What’s next? $5k in Q3. $10k in Q4. BelETH in somETHing.

Most likely scenario for pump.fun: 1) Despite all the public hate, I believe that behind closed doors, there are a ton of whales already getting antsy, just waiting to ape into $PUMP. That’s why I think the ICO will sell out in under an hour on Saturday. Hype will be real and

Bullish on projects that don’t do airdrops because they treat their tokens like equity, not worthless loyalty points. Few understand this, but those that do will win all the bigger.

gm to absolutely everyone except those who think last year’s memecoin run was big. What you've seen was noise. Now watch what's going to happen when fundamentals take over for this upcoming run. Your portfolio will never be the same.

The second-biggest ICO in crypto history is going live in less than 5 hours - and most believe it’ll sell out within the first hour. Let that sink in: That’s $278,000 every second. To put it in perspective, that’s 22× Apple’s total revenue per second. Whether you like PumpFun

Infinex will be to wallets what Hyperliquid was to exchanges. Just the smoothest UX, fully on-chain, fully transparent, fully community-owned. No more scammy CEXs extracting value and shitty wallets that connect with scam websites. It's so over for you Binance & MetaMask.eth 🦊.

POV: you just raised $285M in one minute. All the debates on CT are irrelevant now, $PUMP demand speaks volumes. Insanity.

ICOs are so fucking back. 2017 me feels euphoric.

Thinking about it - can have whatever opinion you want on $PUMP, but the sheer scale and success of its ICO is a major win for the industry. It should serve as real encouragement for builders to focus more on the application layer and to bring new use cases to life, rather than

gm to everyone whining that they’ll “only” be getting a $2K $PUMP airdrop. $2K is still a lot of money, more than enough to reward early users. And given how many users there were, that’s still a huge token allocation. PumpFun doesn’t owe anyone anything. If you used the

$ETH performance over the last 3 months: +113% against USD +41% against $BTC Expecting this trend to continue.

Here’s some Sunday alpha for you degens: Had a call with Momo and I’m genuinely hyped about the recent progress on opinions.fun. Been working with them for a while now, but I’ve never been this excited about what’s coming next. Major updates include game-changing

Just got back from touching grass and the market’s showing signs of strength again. Enjoy the rest of your Sunday while you can, next week’s gonna be wild for $ETH and alts across the board. Supercycle is real.