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$SUI is one of the most resilient coins. It's trading at $39B FDV (similar to Hyperliquid) but has generated *checks notes* $830k fees over the last month, compared with $HYPE's $75m. Is this a ticking time bomb waiting to implode, or am I missing something?

Thoughts on Vertical Tokenization Launchpads Putting aside short-term price action, Pump showed us that you can launch tokens without insiders, pre-sales, or a float-FDV mismatch. Then Believe figured out that you could allow coin creators to monetize by earning a portion of

Zora is up 10x from this call less than two weeks ago. S/o to Yoshi for this one. Tbh, most of my good calls are really his.

Damn Jupiter flipped Pump Is it official now?

Which blockchain do you use more?

There's 3 types of coins that pumped during this mini-alt rally: - Culture Coins - Revenue Coins - Crime Coins If you aren't building one of these 3 you're NGMI Don't believe me? Look at the top performing majors over the last month $PENGU - culture $ENA, $BONK - revenue

Do any of you use xPro? Is it actually useful, or just sensory overload?

. $PENDLE is super interesting here: - TVL at ATH $6.75b - Token still at $4.6 which means it a 50% gain from here to ATH price of $7 - FDV of just $1.3b. One of those lowest FDV/TVL ratios in all of DeFi - HyperEVM launch - Boros funding rate product dropping soon - Most

This is undeniably awesome. - 90% reduction in international payments - Greasing the wheels of international commerce But dear lord, look at these wireframes. They were designed by someone on Upwork for $5. PayPal's market cap is trading at $74B.

There's only one true $ETH beta and it's not your favourite frog #SPX6900

[Trigger Warning] ETH is up 15% this year. You'd think it's up at least 2x given all the chest thumping we're seeing. Wrong. You would've outperformed if you literally held: 1. Physical gold: 29%, 2. NVIDIA: 31%, 3. Lumbar futures: +37%, 4. AMD: +47%, 5. Uranium: +53%, 6.

. $ANI proved how relevant Elon still is for the trenches As the biggest CT influencer, Elon will always give us opportunities to spawn PvE runners $VINE could be that runner now because: - Leaning into the AI narrative - passionate founder in Rus - Elon support - Virality

Coinbase at $90B and Chase at $800B is like Amazon vs. Sears in the 90s. Coinbase ($COIN) will trade higher than Chase ($JPM) by 2030. The most obvious spread trade is long Coinbase, short Chase. You can bookmark this tweet.