Respectfully, this is dangerously bad advice to startups, especially in crypto where degens can drive price action in the short to medium term Remember the AI token craze last year? And data availability before that? Teams that listened to the market at that time went nowhere Early stage startups should focus on customers and the product, and the price will take care of itself

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

twitter these days is just - people begging you to buy their token - lengthy thesis on vapor token with no value accrual - suicide threats - token sale at fdv far below last round fundraise - companies shutting down spend more time creating vs consuming and stay optimistic

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

my biggest fascination is how tokens reach escape velocity out of crypto twitter and into mainstream consciousness talked to a tech normie last night and he told me he saw hot asian chicks shilling aster on twitter, chart looked good so he bought follow me for marketing alpha

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

it’s extremely midcurve to say protocols shouldn’t do buybacks and burns / instead reinvest in the growth of the protocol theres not a lot of net new flows coming into altcoins so protocols that actually believe in their token must express consistent demand in some form price action contributes to protocol growth fees back to token holders is the holy grail, but until the regulatory landscape permits that buybacks and burns are one of the only ways to express that a token is worth holding it also communicates the protocol makes a meaningful amount of money to sustain an actual business everything is marketing

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

altcoins are still kind of rekt at the moment but what's extremely bullish is that consumer crypto is still holding strong the industry is largely in a moment of reckoning on why people buy tokens and what types of tokens are appealing to consumers - @footballdotfun market cap is holding, users having fun trading tokens and betting on players - @zora launching believe fund to support creator tokens improvements in infrastructure have enabled a cambrian explosion of tokens so embrace it and create tokens that people want to trade everything is consumer crypto if you expect retail to buy and trade the token web3 gaming is dead, long live web3 gaming fun maxxing

Name & Symbol: Zora ($ZORA)
Address: 0x1111111111166b7fe7bd91427724b487980afc69

btw Plasma is a goated usdt bridge between exchanges the stablecoin volumes they shill are 100% real its litetrally free tron

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

goddam i love crypto read a paper a year ago then get dinner last december with smart friend @bigz_Pubkey who talks about this new project he’s contributing on now token is up more than 10x in two months small cap productive assets futardio https://t.co/Ibmxc6BvoV

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

i hate talking explicitly about price action but i don’t see why lighter won’t trace the double zero chart post initial pump i understand the market opportunity of a DEX with zero fees and grabbing retail traders, i think good product + team etc, but good product != good token seems that revenue numbers are obfuscated at the moment and the narrative tailwind is that the eth community will bid a L2 + privacy + hyperliquid beta i think it competes for an exhausted pool of buyers that bought optimism, arbitrum, starknet, so on and so forth and anyone suggesting aster fdv as a comp is a fool sure fee generation -> buybacks, im sure there will be some amount of burn you’re still looking at sizable unlocks, no early allocation to public markets, and what seems to be a fairly small community of points farmers who imo are psyoping to pump otc price, as the past few weeks have shown the liquid market has gotten wise with these types of tokens and exhausted by their overvaluations token can be underpinned by its fundamentals (im sure there will be growth multiples thrown on revenue numbers when they finally come out) but there’s not enough liquid funds willing to baghold someone else’s 100x and it’s extremely difficult to create a beloved token / people have to like you to buy your token i hope it does well (wagmi) and i bet that lighter opens above $2b fdv with a smaller position on above $4b fdv but i dont see it holding its price for an extended period of time the case made that its an acquisition target is somewhat reasonable, but i see this as minimum nine months in the future so you can just take a position after price drops few months of sustained organic retail traction needed given high density of mercenary airdrop farmers before confidence established, even then the token might not trade well my read is up and then down

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Binance running a verified wash trading program on $ASTER & $LIGHTER is creating an imaginary formula to pad their revenue figures everyday makes you realize what a generational founder Jeff is No lies, no bullshit... he just builds Hyperliquid 🫡

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

After accidentally becoming a large XPL community member it prompted me to dig deeper into "Neo Banks" (+ crypto financial products). I was today years old when I realized that Ripple is being referred to as a Neo Bank... it's trading at $183bn. That's 117x the current XPL market cap ($1.6bn)! There's also a surprising number of other interesting opportunities and rewards: 1) @Plasma One (VISA): Waitlist sign ups available now. Earn yields of up to 10%, spend stablecoins + cash back of up to 4%. Fee free xfers plugging into 150m merchants worldwide should do the trick for distribution and UX upgrade. 2) @useTria (VISA): 6% kickback on purchases + lounge pass access. Get a physical VISA card that auto swaps the crypto deposited on the back end when making real world txs. Currently additional rewards through @cookiedotfun points cSNAPS campaign. Costs $20 for the basic virtual card or physical metal card with 6% rewards is $220. 3) @EtherFi (VISA): Get 3-5% back on all purchases + ETHFI rewards ($4.5m distributed last quarter). Total of about $60m in cumulative spend volume now. Requires vault setup. 4) @Revolutapp (Mastercard): This one was surprising; I maxed out on Ultra membership ($60/month) for top interest rates to offset the monthly subscription cost by depositing enough in savings. Up to 1% casback rewards + points program Optimal offramp and no trading fees for higher tier. This also netted me several benefits; NordVPN, Uber One, WeWork, travel insurance (inc excess), Airport lounge passes + eSIM global data 5) @gnosispay (VISA): This has recently churned more than $100m in payment volume - essentially a 'Checking' account for crypto. 4% cashback (5% if validator) 6) @coinbase (VISA): Up to 4% in crypto cashback rewards, setup via Coinbase account and only eligible in US (currently) 7) @MetaMask Virtual Card (Mastercard): 1% cashback + LINEA rewards. Possible tie into the latest points program announced? 8) @cryptocom (VISA): Up to 5% cash back, tiered rewards based on CRO staking. Spotify, Netflix, F1, UFC events (Obsidian). 9) Bonus: @bitrefill: offers a plethora of vouchers by simply sending crypto to an address and you have a voucher code in seconds. Caps at $1k per month before having to register an email to do more. TLDR: The future of finance is crypto; it's no wonder VISA and Mastercard have been doubling down on crypto payments. They're more integrated into crypto than many realize. More recently they've been pushing AI integration through agents. Giving these cards to agents is a huge unlock, especially when you have physical AI / robots paying for their own needs, in the real world. This is an insane industry to be in; it offers a glimpse into the future while regular people think this remains in the realms of science fiction. Trillions. Disclaimer: I'm not a financial advisor, this is for informational purposes only. Collating publicly available data points into a single place for you to peruse. I'll publish the full spreadsheet to my subscribers.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

the two biggest light switch moments for me in crypto were > cobie’s trading the metagame essay > a great man who told me either invest in first-in-category or best-in-class, everything else is noise hyperliquid is best in class plasma is both first and best focus

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

you're selling your xpl at 0.93$ to Z and myself

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Sentiment around Plasma flipped between diametric opposites in the last week, that's ok because most trading here is around attention, and when this and technical line up, you're golden. Would hate to be bearish on $XPL here. https://t.co/HcNPJnkBA4

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Every once in a while, all ZK/MPC/FHE projects with 0 to 9 monthly active users attend the ritual of collective TEEs shaming, so they can feel a little bit more relevant.

Name & Symbol: Mind Network ($FHE)
Address: 0xd55c9fb62e176a8eb6968f32958fefdd0962727e

Plasma team literally gave a free 20-30x ICO Got listed EVERYWHERE at TGE Partnership with Binance Earn, Aave, Pendle, Ethena Token still trading at 10B And people are comparing it to @blast the trash scam powered by @PacmanBlur to exit his $BLUR tokens 😂

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

people keep asking me what the next play is after hyperliquid and plasma there is no next play, you double down and let your winners ride kitteh https://t.co/UyrvTVBDnr

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

One thing to be very clear about here: there are exactly 0 protocols that have done or could do what Plasma did in the past week. High APR farming on multi-billion TVL that’s sustainable only works when there’s a deep underlying belief in the project as a whole.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

singapore i am inside of you anyone have recs on a quiet space i can work from maybe with a monitor in this moment i am euphoric because the entire timeline is finally realizing the opportunity size of @Plasma when some of us have been talking about it since january welcome https://t.co/5EpgMRd0tG

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

fees on money transfers were always a race to zero instead of waiting a few decades to make that a reality, @Plasma shipped it today the worst VC on this app, who sits on a pile of garbage zeroed infra investments with no users, chose to bitch about it instead moon that

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

sometimes smart people think they are smarter than everyone else so they see only that which confirms their pre-existing beliefs if you were wrong about $XPL, update your priors, humble yourself, learn to trade the metagame and never fade a generational team never fear being wrong, never fear failure, fear having such rigid mental frameworks that you fail to adapt i am but a student, constantly learning, in this great game called life only then will you find inner peace pic of me attached

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Plasma launch and GTM has been very impressive. I've seen so many chains launch in the past with basically nothing on day 1. Would usually take months for there to be a central ecosystem dashboard, and there would be very few apps to try and nothing much to do. With Plasma I was able to easily bridge, deposit into a number of blue chip DeFi protocols, and see all the incentives in one place because of their main dashboard. Sounds simple, but very few have executed this well on launch. I'm a big fan of the neobank vision as well. Don't have a massive view on the token. Low float means it can continue to pump in the short term, and has a lot on both the fundamentals and narrative side going for it. But a lot of supply will have to change hands eventually, as they have made a lot of people quite rich on paper. 12B FDV day after launch is huge. Could argue it is fairly priced based here now based on current metrics and partners? About the same amount of stables on the chain as Base, and more DeFi TVL than Avalanche, Sui, HyperEVM and Polygon. If the market ever decides to bounce, then XPL probably goes higher in the short term as the new shiny token with actual fundamentals. Happy for everyone that did so well here, I didn't manage to deposit to get an allocation for the sale (my cope is that I tried). Picked up a bit of XPL yesterday for a trade.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

wait so plasma: - airdropped 10% of the supply with no lockups now worth $1.2B+ - gave extra $10k allo to every depositor regardless of size, 2023 style (?) - retired discord mods with 100k stimmies (?) - launched on bloody thursday with most tokens down 20%+ - still casually went +60% uponly mode with presalers up 25x ?? how is this industry real 😭💀

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Thesis: coming for tron. Tron only has traction for cheap stablecoin fees and crime. Now $xpl offers zero fee usdt transactions, also a layer 1, heavily embedded in defi day 1, mobile neo-banking app, and it’s the cheapest place to mint usdt which means billions (trillions?) tvl. Top 10 is first stop, but not the last.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

difficult to overstate how much both plasma and hyperliquid have set the bar higher on L1 tokens update your priors on why you thought infrastructure tokens could only be gas or governance tokens the best teams in the market push constant financial innovation @PlasmaFDN

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Wait until people know the dynamic between Plasma One and XPL. Trillions soon™

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Seeing so many people shilling Lighter, Aster, Extended or Pacifica. Just a reminder: Hyperliquid still has 38,888% in reserves for future emissions and community rewards, plus ~4% unclaimed from the first airdrop — bigger than all of the airdrops mentioned above.

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

shorting $aster is a tacit omission that you forgot cz has infinite money why you are short anything in the donald years is beyond me

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

generic, general-purpose crypto infrastructure is dead long live good products and core product-centric infrastructure with users (hyperliquid, plasma, pump, polymarket) there will always be a faster blockchain but atp solana has achieved an escape velocity degree of retail and institutional liquidity what has always made crypto interesting is permissionless experimentation with new asset types - stablecoins - tokenized structured products - tokenized yield memecoins that act as a synthetic representation of creators are not the final form @metagametrade creates a new asset class

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

reality television show idea content creator house everyone has a livestream and a token creator with the lowest market cap gets booted from the house on a weekly basis creators do increasingly crazy, survivor style challenges to pump their market caps squid game

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

have a conversation with anyone younger than 25 and it’s clear they prize virality above anything else ability to go viral is currency, follower count is a reflection of your irl status market cap of your token will be another another status symbol it’s about to get weird

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528