Even in the market bloodbath, yesterday was another $1m revenue day for Pump I've been seeing more speculation around Pump revenue numbers being fake/wash traded. What would be the best way to prove this one way or another? What's the best research on this?
Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn
Just put in my bid on the @megaeth_labs ICO on Echo/Sonic/Coinbase whatever we're calling it now = ) Was a bit rocky to get all my KYC and accreditation sorted and not sure I could've done it without @hotpot_dao and @NamikMuduroglu personally helping me out which I really appreciate But let's just take a moment to appreciate that things like @echodotxyz and @legiondotcc exist now and based teams like @megaeth_labs are actually reducing ownership by VCs to let in the public. I remember in spring of 2023 when I was still @delphi_labs telling them about MiCA and saying "this will unleash ICOs again"; that led to the incubation of Legion at the same time as @cobie was forming echo, I even tried to bring them together early on but alas it was not meant to be. But the bigger point is that the market, while still very flawed, has made huge improvements in the last two years and this is something to really pause and be grateful for, despite all the bullshit we still see in crypto, it *is* getting better little by little. Strongly encourage others to participate in this moment--think about it, years ago you would've killed to have the opportunities that now are available daily, and you would've been bitching about VC cabals etc. Now we are the cabal. https://t.co/e6JVhVpIvY
Name & Symbol: PublicAI ($PUBLIC)
Address: 0x87aa6aeb62ff128aaa96e275d7b24cd12a72aba1
Just put in my bid on the @megaeth_labs ICO on Echo/Sonic/Coinbase whatever we're calling it now = ) Was a bit rocky to get all my KYC and accreditation sorted and not sure I could've done it without @hotpot_dao and @NamikMuduroglu personally helping me out which I really appreciate But let's just take a moment to appreciate that things like @echodotxyz and @legiondotcc exist now and based teams like @megaeth_labs are actually reducing ownership by VCs to let in the public. I remember in spring of 2023 when I was still @delphi_labs telling them about MiCA and saying "this will unleash ICOs again"; that led to the incubation of Legion at the same time as @cobie was forming echo, I even tried to bring them together early on but alas it was not meant to be. But the bigger point is that the market, while still very flawed, has made huge improvements in the last two years and this is something to really pause and be grateful for, despite all the bullshit we still see in crypto, it *is* getting better little by little. Strongly encourage others to participate in this moment--think about it, years ago you would've killed to have the opportunities that now are available daily, and you would've been bitching about VC cabals etc. Now we are the cabal. https://t.co/e6JVhVpIvY
Name & Symbol: Echo Protocol ($ECHO)
Address: 0x06238c1b8e618abedf17669228dc95fb2d2e210b
The Echo/CB news is incredibly bullish for ICOs and the ICM thesis but its clear the market is splitting between: 1) vertically integrated platforms like Coinbase/Echo (similar narrative to Stripe/Tempo, Circle/Arc) 2) horizontally integrated platforms like @legiondotcc that connect across major exchanges, wallets, chains, and fintech apps Both can win - but we believe horizontal will scale faster - because founders want global distribution that is chain, exchange, and wallet agnostic in order to build their aligned investor–user communities. Internet capital markets.
Name & Symbol: Echo Protocol ($ECHO)
Address: 0x06238c1b8e618abedf17669228dc95fb2d2e210b
The Echo/CB news is incredibly bullish for ICOs and the ICM thesis but its clear the market is splitting between: 1) vertically integrated platforms like Coinbase/Echo (similar narrative to Stripe/Tempo, Circle/Arc) 2) horizontally integrated platforms like @legiondotcc that connect across major exchanges, wallets, chains, and fintech apps Both can win - but we believe horizontal will scale faster - because founders want global distribution that is chain, exchange, and wallet agnostic in order to build their aligned investor–user communities. Internet capital markets.
Name & Symbol: AI Rig Complex ($arc)
Address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump
Massive acquisition - congrats to Coinbase and Cobie Seeing a few people point to Echo revenue to say Coinbase overpaid. I think this is entirely the wrong way to look at this. It's extremely strategic for a CEX to win new token launches. Perps and majors make the money, but new tokens are what attract new users who then stick around to trade majors In fact, historically every dominant CEX gets disrupted by an upstart new venue which wins market share on the long tail of token launches. Bitfinex got disrupted by Poloniex in 16/17. Then Poloniex became more conservative post Circle acquisition and got disrupted by Binance which began aggressively listing tokens. Binance itself almost got disrupted by FTX who went further out on the long tail with shitcoin perps, etc Imo this acquisition is very smart strategic move by Coinbase as they become one of the strongest alternatives to the highly extractive Binance launches, at a time when Binance public perception is at a local low
Name & Symbol: Echo Protocol ($ECHO)
Address: 0x06238c1b8e618abedf17669228dc95fb2d2e210b
Congrats to DoubleZero on the launch today. One of the coolest truly novel net new primitives I’ve seen in crypto recently Disclaimer: Delphi Ventures is a proud investor in 2Z
Name & Symbol: DoubleZero ($2Z)
Address: J6pQQ3FAcJQeWPPGppWRb4nM8jU3wLyYbRrLh7feMfvd
Sidelined on $ASTER but happy for everyone that’s making money on it Good sign for the market too
Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a
Insane to see ppl bidding $ASTER to $5b off a CZ congratulations tweet
Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a