guess who pulled the rug from under you?
“• buy coins that have established communities after the bundlers are already out the thing with launches now is that every coin is bundled, but ppl bundling coins have very short time horizons, they aren't going to wait a couple weeks post launch to sell, so there's a window where protocols & memes have already established themselves and theres much less risk “. He said it all here. These bundlers can’t even hold for long. Once they’re out, that’s when you buy. They’ll just move on and deploy another one. If we can all be a little more patient like we used to be, things will start changing again.
Name & Symbol: memes will continue ($memes)
Address: 0xf74548802f4c700315f019fde17178b392ee4444
From the lows: $VVV +15% solana:So11111111111111111111111111111111111111112 +10% $HYPE +10% $ETH +5% $BTC +4% $NEAR +3% Expected PA from Hyperliquid and VVV given their past performance Solana relative strength is notable and probably means the market is pricing in its fundamentals and narratives I highlighted recently
Name & Symbol: Wrapped SOL ($SOL)
Address: So11111111111111111111111111111111111111112
From the lows: $VVV +15% solana:So11111111111111111111111111111111111111112 +10% $HYPE +10% $ETH +5% $BTC +4% $NEAR +3% Expected PA from Hyperliquid and VVV given their past performance Solana relative strength is notable and probably means the market is pricing in its fundamentals and narratives I highlighted recently
Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
MERT'S 5 MAIN HOLDINGS: - $ZEC - solana:So11111111111111111111111111111111111111112 - $HYPE - $BTC - near:native safe to say we're well aligned here https://t.co/Y3mYANz1a8
Name & Symbol: Wrapped SOL ($SOL)
Address: So11111111111111111111111111111111111111112
Everybody's gonna call me insane BUT solana:So11111111111111111111111111111111111111112 from $60 to $600 this cycle Last cycle it hit $297 on memes alone. that was the proof of concept This time solana has memes, breakout consumer apps like CARDS, AND a real perps competitor to hyperliquid https://t.co/G5ZPk8jTOi
Name & Symbol: Wrapped SOL ($SOL)
Address: So11111111111111111111111111111111111111112
The Microstrategy driven market stress has created imo an uniquely attractive entry point for the number one consumer AI product in crypto. $VVV trading back in the $13 range (had been as high as $20) while fundamentals continue to accelerate. I wonder how many of the people who were waiting for a dip to buy built new positions. Based on my estimates Venice is likely to hit 4mm users around month end. 10mm users by year end very much in play. Will be exciting to follow.
Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
$VVV & $HYPE strongest bounces on low timeframes so far, likely lead off the bottom https://t.co/6FtccYnFtF
Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
Today on MCG: @PopPunkOnChain | @pumpcade | solana:Eg2ymQ2aQqjMcibnmTt8erC6Tvk9PVpJZCxvVPJz2agu Pop Punk came back on MCG to give updates on Pumpcade, the prediction market for instant-resolution markets as short as 60 seconds, focused only on markets that resolve through verifiable data Built on @solana Highlights include: 00:14 - Raised another $5M since the last MCG appearance 00:37 - First project to do the ACE round, which has since become a trend 03:06 - PopPunk's background 04:21 - Solo-built the product for 6 months without paying himself, then won the Pump Fun Hackathon 05:32 - The ACE round mechanic 06:33 - "We wanted CT degens to sit on the same cap table as top-tier S-tier investors" 09:30 - Final ACE numbers (6-7% of total supply converted for equity, locked for 1 year. Combined with 10% investor allocation = 16% of supply locked for 12 months) 19:23 - The product thesis 20:48 - Polymarket criticism 22:55 - GTM strategy 30:51 - "The only place to build our consumer application right now is on Solana" 38:25 - Parimutuel mechanic explained 39:34 - White-label resolution engine 41:28 - Biggest announcement yet is on the way 🚨
Name & Symbol: PUMPCADE ($PUMPCADE)
Address: Eg2ymQ2aQqjMcibnmTt8erC6Tvk9PVpJZCxvVPJz2agu
$ARX is one of the more interesting privacy bets coming to Solana. @Arcium is building encrypted compute infrastructure, allowing apps to process sensitive data without exposing user balances, inputs, or transaction details. Why ARX is worth watching: • Arcium is positioned as Solana’s leading privacy protocol, with one of the most active encrypted compute networks globally. • The network has routed over 5M transactions, averaging roughly 10,000 daily transactions, while recently reaching a new transaction high. • Its C-SPL standard brings private balances and private transfer amounts to Solana tokens. This gives teams a path to build privacy-first payments, payroll, OTC trading, private funds, and compliant off-ramp products. • C-SPL is already being integrated by privacy-focused off-ramps, showing early demand beyond a concept stage. • Arcium acquired Inpher’s core team and technology. Inpher worked on private computation, partnered with NVIDIA, and previously raised $25M from JPMorgan. • Arcium raised $14M from Coinbase Ventures, Jump, Greenfield, Toly, Mert, and others. Its last public sale implied a $200M FDV. Focus on my key word “jump” • ARX launches with 21% circulating supply, with public-sale tokens representing only 2% of supply. There are no further unlocks for 12 months after TGE. • Expected listings include Coinbase, Bybit, Binance Alpha, and Kraken. The core thesis is simple. Solana has speed and liquidity. Arcium adds confidential computation, allowing applications to use private data without turning into black boxes. If encrypted balances, private transfers, and confidential onchain applications become a major category on Solana, ARX sits close to the infrastructure layer. I wasn’t eligible but best believe will scoop a little at these levels I expect a short squeeze to play out in the coming days due to the fud
Name & Symbol: Arcium ($ARX)
Address: 0xd5f6ef5deabe61e6d5cdb49bfb6f156f2c1ca715
Congrats to the @Arcium team on the launch Despite overlapping on some privacy use cases, I've long admired @yrschrade, @julian_arcium and team for being brilliant technologists. I think Arcium has a bright future ahead Privacy on Solana
Name & Symbol: Arcium ($ARX)
Address: 0xd5f6ef5deabe61e6d5cdb49bfb6f156f2c1ca715
Today we launched Arcium Mainnet! ☂️
This is the beginning of the confidential revolution for AI and finance!
We're already the most-used confidential compute network in crypto, with over 1.6M confidential computations and 6M transactions on @solana.
We'll not just scale on-chain confidentiality to bring all of traditional finance on-chain, but fundamentally, the next frontier is capturing confidential AI.
The most secure, scalable and globally spanning
Name & Symbol: Arcium ($ARX)
Address: 0xd5f6ef5deabe61e6d5cdb49bfb6f156f2c1ca715
the protocols enabling tokenized rwas on solana seem underdiscussed on here
Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e
rough current ranking of my conviction/upside in the popular coins: 1. VVV - perfect space/narrative -- AI, consumer, privacy, no censorship, growth just started, minds will be huge, team is crazy, the perfect and only retail available play to bet on model commoditization which is now pretty consensus across the industry (ie. companies will move to cheaper oss models vs all usage going to frontier) and <$1b for AI adjacent co w/ 3M+ users is insanely cheap -- tokenomics are strong and will get stronger over time imo 2. NEAR - brings usable privacy and omnichain app access to everyone (humans and agents) -- one stack to trade privately on polymarket, hyperliquid, do payroll via stablecoins and transforms crypto from a fragmented UX disaster to a usable ecosystem -- lots of AI / agent leaning tech (Near AI cloud which powers venice, ironclaw etc), super scalable and best team in entire space (insanely cheap at sub 2-3B valuation imo, seeing strong growth and making great progress towards deflation) -- overall super unique chain 3. HYPE - potential to change the entire finance industry -- decentralized everything exchange, HIP lets it expand and scale effortlessly -- amazing tokenomics (all fees get burned but higher valuation - 65B), getting noticed by wallstreet -- either will get more adoption or be contested by centralized players like kalshi depending on regulation 4. ZEC - deeply and purely crypto-native play, has strong team/attention and is different/better vs BTC in the sense that it has true privacy and quantum resistance, not bad bet at only 7.5B val for true privacy 5. XPL - bet on stablecoin adoption and tether wanting more control over their dominance, plasma one brings tokenomics (lock for benefits) -- young protocol in a large space at a good valuation but needs more value accrual to token ($1B) 6. WLD - KYC and agent identity will only become a bigger and bigger concern, has chance of mass adoption given its openai/sam altman connection but $6.2B valuation makes it higher risk/reward, most unproven of the lot, pretty bad tokenomics right now
Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
rough current ranking of my conviction/upside in the popular coins: 1. VVV - perfect space/narrative -- AI, consumer, privacy, no censorship, growth just started, minds will be huge, team is crazy, the perfect and only retail available play to bet on model commoditization which is now pretty consensus across the industry (ie. companies will move to cheaper oss models vs all usage going to frontier) and <$1b for AI adjacent co w/ 3M+ users is insanely cheap -- tokenomics are strong and will get stronger over time imo 2. NEAR - brings usable privacy and omnichain app access to everyone (humans and agents) -- one stack to trade privately on polymarket, hyperliquid, do payroll via stablecoins and transforms crypto from a fragmented UX disaster to a usable ecosystem -- lots of AI / agent leaning tech (Near AI cloud which powers venice, ironclaw etc), super scalable and best team in entire space (insanely cheap at sub 2-3B valuation imo, seeing strong growth and making great progress towards deflation) -- overall super unique chain 3. HYPE - potential to change the entire finance industry -- decentralized everything exchange, HIP lets it expand and scale effortlessly -- amazing tokenomics (all fees get burned but higher valuation - 65B), getting noticed by wallstreet -- either will get more adoption or be contested by centralized players like kalshi depending on regulation 4. ZEC - deeply and purely crypto-native play, has strong team/attention and is different/better vs BTC in the sense that it has true privacy and quantum resistance, not bad bet at only 7.5B val for true privacy 5. XPL - bet on stablecoin adoption and tether wanting more control over their dominance, plasma one brings tokenomics (lock for benefits) -- young protocol in a large space at a good valuation but needs more value accrual to token ($1B) 6. WLD - KYC and agent identity will only become a bigger and bigger concern, has chance of mass adoption given its openai/sam altman connection but $6.2B valuation makes it higher risk/reward, most unproven of the lot, pretty bad tokenomics right now
Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0
@blknoiz06 solana:BCdwQBAn8dYB5YjTsoB6TdHAWokxv28k2oZUodERpump https://t.co/NUsrBUkuo2
Name & Symbol: Manifesting ($MANIFEST)
Address: BCdwQBAn8dYB5YjTsoB6TdHAWokxv28k2oZUodERpump
Ansem's attention is about to hit ATH for this month Past week or so, he's been trending for these 3-4 reasons: -Speculation of buying memes on Solana after a year -$SPCX long where majority was shorting, he won. -$CARDS and $JTO thesis -Buying Solana spot We might be back! cc: @blknoiz06
Name & Symbol: Aethir Token ($ATH)
Address: 0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b
Has solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp only scratched the surface of what they're building?! In our interview with @bassbuddha last month, he said that @Collector_Crypt is only "5% loaded" on what they have planned - Consistent ecosystem support from Solana - A top revenue generator on Solana - Solana RWA market cap climbs 43% during first-quarter - @blknoiz06 is a vocal bull - Enterprise partnerships - The model they have mastered for Pokémon can be applicable for every other collectible asset class on chain Can't wait to see what's coming.
Name & Symbol: Collector Crypt ($CARDS)
Address: CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp
Buying solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp today is like buying OpenSea before the NFT cycle
Name & Symbol: Collector Crypt ($CARDS)
Address: CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp
Your money should move like you do Perps, Polymarket, memes. Three chains, three wallets, a bridge, every time you want to reposition On Bullpen, it's 1-click. Move between Hyperliquid, Polymarket, and SOL in seconds. No third parties. No wrong address One app. One click https://t.co/nEkqFAKEDp
Name & Symbol: memes will continue ($memes)
Address: 0xf74548802f4c700315f019fde17178b392ee4444
can onboard $$$ instantly via wire or ACH to trade anything onchain on Bullpen, we've waived all the fees 😁 stocks, perps, prediction markets, memes, pre-IPO markets all in the same place https://t.co/Gd6IqDo8SO
Name & Symbol: memes will continue ($memes)
Address: 0xf74548802f4c700315f019fde17178b392ee4444
Fair critique, but I think it's the wrong way to judge Venice at this stage. Crypto has become weird around value accrual. A lot of holders have been burned by tokens with no real business behind them, so everyone wants hard value accrual immediately. Then Hyperliquid comes along and returns a huge share of revenue to holders, and suddenly that becomes the benchmark. But Hyperliquid is the exception, not the rule. Most companies at Venice's stage should not be returning meaningful capital to anyone, whether equity holders or token holders. They should be reinvesting into growth. If Venice were burning a huge chunk of revenue today, I'd honestly think that was worse capital allocation, not better. So yes, current burns are small. I agree. But I don't think the burn is supposed to be the demand source today. It's more of a signal that VVV is economically tied to the platform, and it gives the market an on-chain proxy for new paid sub adds, since each tier triggers a specific dollar burn that anyone can see. The alignment piece matters too. Venice the company sits on tens of millions of VVV in treasury, so it benefits directly from VVV appreciation. Erik's history points the same direction. At ShapeShift, he took a shareholder-owned company and pushed it toward a token/community-owned model, with FOX holders governing platform economics and shareholders receiving FOX with no special privileges. And with Venice, he has explicitly said he wants to burn every last VVV token. That does not make VVV equity, but it does show he's oriented toward token holders, not against them. So I'd separate the critique into two questions. Is current value accrual enough to support the token by itself? No. Agreed. Is VVV economically linked to the platform in a way that can matter a lot more if Venice keeps scaling? I think yes. The bet is on the trajectory, not today's burn rate. If we're back here in 12-18 months and Venice has scaled revenue meaningfully but burns still haven't grown, the critique gets a lot stronger. But that isn't today. Today, I'd rather see Venice reinvest aggressively into growth while keeping the token tied to that growth than crank up burns too early. https://t.co/tcMRwTFb49
Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
was great talking to one of the goats @AskVenice is one of the few products that's been able to achieve mass consumer success (3M+ users, growing double digit % MoM) while still utilizing crypto in a way that's value accretive to the protocol real revenues, real products $VVV
Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
Going to aggressively differ with the characterization of decentralized AI as “full of high flying, fundamentally lacking, narrative driven tokens”. Yes, for better or worse, people created such tokens in the past. However, decentralized AI at its innovative core is about decentralizing the AI model supply chain. The fundamental technology for that is decentralized AI training, which is an immensely difficult state-of-the-art advancing problem *in AI*. The companies that work in this field have to publish counter-consensus papers in prestigious AI conferences, staff frontier PhD level researchers, and by sheer impressiveness push back against global AI noise and skepticism. Not to mention that they have an insane opportunity: we’re looking at a $500B-1T foundation model revenue market over 5 years. Chinese models are closing and the gap between the closed model and open model frontier is widening. Decentralized AI networks have the opportunity to capture large portions of training and inference infrastructure, while democratizing ownership and revenue distribution of AI. RWA and stablecoins are worthy fields for investment in crypto in 2026, but their technical innovation pales in comparison to the advancements being performed every month in decentralized AI, as decentralized model parameter count keeps growing. Dismissing the “AI” portion of crypto as memecoins is wholly insufficient.
Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e
vibe shift + tides turning + stars aligning + balls tingling + this time is different + supercycle (real) + beachball underwater + golden catchup trade + mental capitulation + what if we all made it + i hope i don't jinx it + manifesting ATHs please god please for the one time
Name & Symbol: Aethir Token ($ATH)
Address: 0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b
Also, we'll write more on this later, but just like our Gacha Machine, which we provide API access to partners to utilize both our infrastructure and trading card liquidity pool. Our marketplace is also available via API with 0 fees for those partners looking to build their own experiences around the @Collector_Crypt ecosystem. In addition, it will be compatible with the @metaplex cNFT V2 standard, more to come. We have an opportunity to build it all on @solana , with all of you as partners. Lets not f' it up. DMs open
Name & Symbol: Metaplex ($MPLX)
Address: 0x75a5863a19af60ec0098d62ed8c34cc594fb470f
@smilinglllama crypto the greatest game on earth man and there's no physical stress so the goats can play for many more years, degen spartan gonna be on his 10th cycle hitting 10B+ NW like tom brady in his 20th season
Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed
$CARDS generates almost the same revenue as $VVV which is at 1B+ market cap but because its on solana instead of base & the zoomers have decided to only bid memes it still sits at $40M differentiated app in its own vertical with very little competition https://t.co/GxmtUWOhNU
Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
@jerallaire Interesting & I am also fully convinced in USDC’s key position in this future. However, why should an investor purchase ARC instead of CRCL, or vice-versa?
Name & Symbol: AI Rig Complex ($arc)
Address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump
Ansem reacts to @smokey0x full porting $XPL in the first hour of the Market Bubble Invitational 😂 Smokey is currently down -$3,000 https://t.co/vEZa5OSIwW
Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0
Everyone faded Ansem when he shared his crypto portfolio. He held no $BTC or $SOL, but rather $HYPE, $ZEC & $VVV. Truth is, he couldn't have been more right. 👇 Proof below https://t.co/nPh91yatb7
Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
RWAs reached new ATHs on @solana in Q1! RWA market cap increased 43% QoQ to $2.0 billion, ranking Solana third amongst all chains. The top 5 RWAs by Q1 end were: 1) @Securitize's $BUIDL - $525.4 million (up 106% QoQ) 2) @HastraFi's solana:3b8X44fLF9ooXaUm3hhSgjpmVs6rZZ3pPoGnGahc3Uu7 - $361.2 million (up 1245 QoQ) 3) @maplefinance's solana:AvZZF1YaZDziPY2RCK4oJrRVrbN3mTD9NL24hPeaZeUj - $299.1 million (up 2% QoQ) 4) @OndoFinance's ethereum:0x96f6ef951840721adbf46ac996b59e0235cb985c - $179.9 million (flat QoQ) 5) @onrefinance's solana:5Y8NV33Vv7WbnLfq3zBcKSdYPrk7g2KoiQoe7M2tcxp5 - $145.4 million (up 101% QoQ)
Name & Symbol: Onchain Yield Coin ($ONyc)
Address: 5Y8NV33Vv7WbnLfq3zBcKSdYPrk7g2KoiQoe7M2tcxp5
RWAs reached new ATHs on @solana in Q1! RWA market cap increased 43% QoQ to $2.0 billion, ranking Solana third amongst all chains. The top 5 RWAs by Q1 end were: 1) @Securitize's $BUIDL - $525.4 million (up 106% QoQ) 2) @HastraFi's solana:3b8X44fLF9ooXaUm3hhSgjpmVs6rZZ3pPoGnGahc3Uu7 - $361.2 million (up 1245 QoQ) 3) @maplefinance's solana:AvZZF1YaZDziPY2RCK4oJrRVrbN3mTD9NL24hPeaZeUj - $299.1 million (up 2% QoQ) 4) @OndoFinance's ethereum:0x96f6ef951840721adbf46ac996b59e0235cb985c - $179.9 million (flat QoQ) 5) @onrefinance's solana:5Y8NV33Vv7WbnLfq3zBcKSdYPrk7g2KoiQoe7M2tcxp5 - $145.4 million (up 101% QoQ)
Name & Symbol: Syrup USDC ($syrupUSDC)
Address: AvZZF1YaZDziPY2RCK4oJrRVrbN3mTD9NL24hPeaZeUj
RWAs reached new ATHs on @solana in Q1! RWA market cap increased 43% QoQ to $2.0 billion, ranking Solana third amongst all chains. The top 5 RWAs by Q1 end were: 1) @Securitize's $BUIDL - $525.4 million (up 106% QoQ) 2) @HastraFi's solana:3b8X44fLF9ooXaUm3hhSgjpmVs6rZZ3pPoGnGahc3Uu7 - $361.2 million (up 1245 QoQ) 3) @maplefinance's solana:AvZZF1YaZDziPY2RCK4oJrRVrbN3mTD9NL24hPeaZeUj - $299.1 million (up 2% QoQ) 4) @OndoFinance's ethereum:0x96f6ef951840721adbf46ac996b59e0235cb985c - $179.9 million (flat QoQ) 5) @onrefinance's solana:5Y8NV33Vv7WbnLfq3zBcKSdYPrk7g2KoiQoe7M2tcxp5 - $145.4 million (up 101% QoQ)
Name & Symbol: ($PRIME)
Address: 3b8X44fLF9ooXaUm3hhSgjpmVs6rZZ3pPoGnGahc3Uu7
Today people use @AskVenice for Hermes/Openclaw agents for privately accessing open source models without sending data to China The arb is clear. You don't want to setup everything at home but you also dont want to use an intermediary or direct China APIs (GLM, Qwen, Minimax) and send all your data to China. On most intermediaries you can't guarantee your data won't go to China which is important to me and other folks. So you use Venice to avoid a hardware setup (mac Minis, GPUs, etc) and also leverage Chinese Open source models without sending data to china. The model breaks if China goes closed source but we haven't seen that happen. Longer term I think people give autonomous agents DIEM or VVV to allow agents to access AI inference for their own reasons People can setup autonomous @NousResearch Hermes agents (here is DIEM go use AI for X reason) or graduate their personal Hermes agents into autonomous ones Sovereign AI Agents that can access inference on their own, make money, grow their DIEM/Venice token holdings to access more intelligence and repeat The key will be figuring out where the brains/rest of the agent lives on-chain. This is a question for the @solana_ai / @_rishinsharma and @base teams among others. Maybe for now they just live on VPS on Digital Ocean/peoples laptops but the wallet and personality move on-chain. Probably the easiest right now. It seems likely people want to flex their existing agents publicly. If you graduate them to the public realm (Access to X, Access to a crypto wallet for clout on activities, etc). This is outside the venice idea but I think its likely people will want their personal agents in the public realm. Anyone building this? There needs to be a portal where you give your agent access to X/social network of some kind.
Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
Over half a billion has been deployed into the Ethena Market on Kamino. Solana DeFi szn. https://t.co/D4m0f13iHl
Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS
Shill me the best looking altcoin setups. Time to prepare for the upcoming trading week. I think we see a big expansion to the upside. (I’m already long $FARTCOIN, $PEPE, $MON, and $HYPE)
Name & Symbol: Fartcoin ($Fartcoin)
Address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump
Shilled zec from the moment it was worth paying attention to recently (300) and vvv from the moment it was worth paying attention to (4) and I get almost zero dap even though I’m continually one of the best at telling you which coins to pay attention to when it actually matters https://t.co/z4X5pG98OU
Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
#FF @in4crypto
Name & Symbol: Falcon Finance ($FF)
Address: 0xac23b90a79504865d52b49b327328411a23d4db2
Prediction markets are on fire 🔥 Polymarket just surpassed Kalshi in weekly volume and is reportedly valued around $20B. Largest platforms by weekly volume: 1.Polymarket — $1.93B 2.Kalshi — $1.87B 3.Probable — $133M 4.Opinion — $132M 5.Predict Fun — $55M https://t.co/oJljYfU2IN
Name & Symbol: Opinion ($OPN)
Address: 0x7977bf3e7e0c954d12cdca3e013adaf57e0b06e0
Anagram Staking consistently remains in the top of the pack for Solana validator performance. Shoutout to our current infrastructure partners - @Rakurai_io @jito_sol @doublezero Stake with Anagram for best-in-class yield and performance at https://t.co/JxlkhPjE2D https://t.co/M3BhQKtOFY
Name & Symbol: DoubleZero ($2Z)
Address: J6pQQ3FAcJQeWPPGppWRb4nM8jU3wLyYbRrLh7feMfvd
another day, another new ATH for ostium > $206k in revenue L24H ($75M annualized) > broke $300m in RWA open interest > half a billion in daily volume > new ATH in new users trade the commodities supercycle onchain. https://t.co/LBA3JUiouN
Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e
another day, another new ATH for ostium > $206k in revenue L24H ($75M annualized) > broke $300m in RWA open interest > half a billion in daily volume > new ATH in new users trade the commodities supercycle onchain. https://t.co/LBA3JUiouN
Name & Symbol: Aethir Token ($ATH)
Address: 0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b
Overhated: crypto degens. Disadvantaged third-world strivers with self-made dreams, psychedelic hyper-futurism, deep New Media lores, no boomers, volatility, exotic financial instruments… One always tries to check oneself, but the charm… is undeniable
Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed
the @nickshirleyy coin on @zora seems like the best shot at any content-creator coin we are ever going to get kid has been making content for nearly a decade with receipts, was demonetized on youtube during trump's election so has reason to prefer decentralized alternatives is currently the most popular person on the internet with his @X post doing 135M impressions and one of the most viral ever on the app, with intentions of posting more videos & is getting eyes from Trump, Elon & others also needs security as he is getting death threats from people so benefits from earning a portion of proceeds from the coin's trading volume, verified himself on the app with a video detailing why he made an account and has been crossposting consistently on @zora & his other social platforms believe that there is chance this results in real tangible legislation getting passed surrounding this issue, & likely could get his own type of news reporting show that is organically grown from his social channels, & this is his first time becoming famous so he is not well known already & would have opportunity in seeing his platform grow in early stages currently trading at ~$2.7M mcap & he owns ~50% of the supply because of how the zora mechanism works, I would be surprised if jesse / brian & @base do not try to support him as much as possible https://t.co/VcPm9dsvYE
Name & Symbol: Zora ($ZORA)
Address: 0x1111111111166b7fe7bd91427724b487980afc69
easy to be bearish crypto right now we’re fifteen years in we’ve spent enormous energy trying to build valuable stuff on top of trust-minimized technology the results feel underwhelming - many tokens - few products with global impact - asset markets that reward local attention over durable value ^ this view notwithstanding i think a large part of what feels broken is pretty close to being solved not by technology i think we’ve got all the raw material we need for crypto to dominate the last piece is harmonization between value created (products) and value accrued (token) and i think we’re getting pretty close there are roughly two categories of tokens > tokens that are money (ex. stores of value) > tokens that make money (ex. productive assets) i think the money tokens (BTC, ETH, SOL, etc) are better understood and further along in their adoption so i won’t explore these ‘are money' tokens in this thread the piece that actually feels broken to me the one we (as an industry) just quite can’t get over the hump on are the ‘make money’ tokens take public equities for example public equity assets get priced because markets can: - verify revenue - verify expenses - guarantee value accrual historically, this type of underwriting has lagged across crypto > crypto revenue for crypto projects with tokens, we’ve got two types of revenue: onchain revenue; and offchain revenue onchain revenue is legible by default. AMM fees, sequencer revenue, bridge fees, etc everyone sees the same dashboards it’s all public, scrapable, and can be modeled in real time super cool but while that transparency is a feature, it’s also somewhat noisy, as onchain activity functions like a billboard projects in crypto have been trained to: (1) build for what is easily measurable; and/or (2) broadcast what is temporally beneficial wash trading, incentive-driven volume, liquidity mining, and farming mechanics can inflate top-line metrics without producing recurring demand over periods investors end up underrating, overrating, or misclassifying revenue quality separately offchain revenue has a slightly different problem some crypto projects with tokens also run centralized infra, generating higher quality revenue offchain but almost none of it is verifiable both paths leave room for improvement: - onchain revenue is transparent, but noisy and gameable - offchain revenue may be easier to generate for some crypto projects, but opaque and structurally unverifiable unlike equities, there are no real standards to adhere to which makes underwriting difficult > crypto expenses like revenue, crypto projects with tokens often have two flavors of expenses onchain expenses; and offchain expenses onchain expenses are easy to track and model, but because they’re public and often reported casually, onchain totals become a weak snapshot for the true cost of sustaining a product onchain offchain expenses are real-world operating costs that are mostly opaque and often dominate the cost structure, including engineering and research salaries, cloud infra, legal and compliance spend, security, marketing, general ops these expenses determine whether a project is actually scalable or profitable, yet are rarely disclosed with real accounting rigor again, no standards to adhere to which also makes underwriting difficult > crypto token value accrual in equity markets, assets accrue value through legally enforceable rights, including claims on residual cash flows, dividends / buybacks, voting, and priority in liquidation or acquisition events these rights are standardized, disclosed, and protected by law, which allows markets to underwrite future cash flows and price equities based on expected value in crypto, this is where things really start to break down at the fundraising stage, teams face an array of optionality: - build for equity value - build for token value - build for both with no clear guidance in the U.S. on how tokens accrue traditional value (while simultaneously acknowledging that tokens are the asset that can best power labor and productivity over decentralized networks) projects historically have raised on both SAFEs (equity) and warrants (network) this creates a capital stack where value accrual is left ambiguous across competing instruments, out of survival - teams preserve flexibility - investors underwrite both paths then the TGE happens, and there is only one brutal question left -- what is this token actually allowed to do? - is it a security or a commodity? - can it capture fees? - can it receive distributions? - can it be bought back and burned? in the absence of legal guideposts, the majority of teams choose inaction the token exists as a coordination incentive, but enjoy no real claim on value created and the network never fully matures here’s a common pattern: > team raises money on SAFE (equity) and Warrant (token) > team builds technology > team launches token > team delays value accrual to the token because acting feels legally ambiguous (at best) and legally dangerous (at worst) > team gets tired of waiting around for answers > team runs out of money or gets acquihired (equity) > the foundation commits to maintaining network in perpetuity (token) > network is no longer as competitive feels pretty clear to me until network tokens are explicitly allowed to return value through defined mechanisms that take into account their unique digital shape on the internet as both (1) labor incentives; and (2) direct connection to network revenue then: > value accrual to tokens will remain fragile and discretionary > markets will continue to misprice them > risk capital will mostly remain uninterested in them > innovators in the US will mostly remain uninterested in building networks powered by them that brings us to today the US has historically set the regulatory standards that global capital, companies, and markets adopt by default clear crypto rules in the US will effectively become the reference framework for the rest of the world in the US, we have a rare opportunity to shape how token-based capital formation, disclosures, and value accrual work globally rather than ceding those standards to others thankfully i think things are starting to change and so i tend to believe the next phase of crypto tokens will be built on the back of US legislative and regulatory leadership where we create a verifiable trail from network revenue to token holder that is defined, repeatable, and legally durable at all stages of a network’s life the market is clearly looking to solve a number of these problems recent efforts from individual crypto projects are providing leadership on different problem areas, with a few of these approaches listed below: - at fundraising stage, moving to new unified instrument models (e.g. @colosseum STAMP) - pre-TGE unification across equity/tokens (e.g. @rainbowdotme Class F) - post-TGE unification across equity/tokens (e.g. @UniswapFND UNIfication) - public token disclosure frameworks (e.g. @Blockworks_ Token Transparency Framework) importantly, there are also a number of concurrent efforts led by US legislators (Congress) and regulators (SEC/CFTC), including the clarity act, the SEC’s rulemaking authority re: token safe harbors, the stablecoin / market structure bills, among other federal agencies and initiatives and while these regulatory/legislative efforts are only building blocks today, i tend to believe the net of these US efforts will converge and lead to the following over the coming years: - better auditing of on/offchain pathways to track and manage network operations - create "minimum viable disclosure" standards for projects launching network tokens - harmonization across SEC/CFTC on classifying tokens as "commodity" vs "security" at different stages of a network's life - allow early stage crypto networks to have a compliant time-limited safe harbor to launch tokens, disclose material information to public, and create new business models with tokens before final classifications apply and so, from my view, the endgame for the “make money” tokens is just about getting back to the basics combine: > a project’s verifiable on/offchain activity; with > explicit value accrual and legal rights for their token; > all within a coherent regulatory framework in the US and as that happens global risk capital, from individuals to institutional allocators, won’t need to underwrite a new belief system on value accrual to participate in these global networks for the first time they can use the same frameworks that already work and for me i think that’s a pretty healthy evolution for this specific category of tokens (crypto art by @jackbutcher)
Name & Symbol: Safe Token ($SAFE)
Address: 0x5afe3855358e112b5647b952709e6165e1c1eeee
@santiagoroel so yes - crypto will eat the world, and tradfi will be onchain, but you're not going to get rich by buying monad or fogo or plasma. the best path to expressing this view going forward is likely through traditional companies who build on crypto rails and amass network effects
Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0
Seeing more and more pessimism around crypto and the societal value, or lack-thereof, that it brings to the world. I think this perception is misguided. Of course, there's speculation and degeneracy. The crypto casino is real, large, and many people lose at the tables. But there's a ton of positive societal value that just gets overlooked. Bitcoin has become a global, non-sovereign asset that anyone in the world can own with an internet connection. It gives an veto/opt out mechanism to the global population that pushes economic control away from nation states and into the hands of the individual. Stablecoins provide better financial security to people around the world, improve people's lives with faster money, higher yield, and cheaper transactions. Banks literally don't provide yield on your assets. That's changing because of stablecoins. Remittance companies take large % of flows that doesn't go to end users. That's changing because of stablecoins. A 2.9% fee for any ecommerce transaction will seem criminal in 5 years. These are all massive benefits to society enabled by crypto because of stablecoins. Lending platforms like Aave and Morpho provide the ability for anyone in the world to obtain an over-collateralized loan. Undercollateralized lending markets will further unlock a massive benefit to society reducing the cost of capital and creating huge positive externalities. Blockchains will give global access to financial products (e.g. stocks, bonds, insurance, credit) where it has historically been limited. Permissionless capital formation allows any idea to get funded based on it's merits. Creating better markets is EV positive for society, especially when those markets remove adversarial middlemen or reduces costs for end users. Most impactful technologies have positive and negative use cases. - Social media is widely empowering, but hijack our attention and perception of things. - Smart phones give humans super powers, but also act as an anchor. - New entertainment mediums – radio, TV, streaming – provide greater sharing of information, but reduced physical interaction and increased sedentary lifestyles. - AI improves productivity, but provides slop that now makes use question what's real. - Crypto provides a new financial system, but also entices speculative behavior and degeneracy. Crypto is building a new financial system that lets people build what they want. Some people will build casinos, others new payment mechanisms. Some will build perps platforms, others will build ways to enable broader access to consumer credit. The new financial system won't be perfect, but it will be vastly better than the status quo. If you only see crypto for the casino, it's probably worth stepping back from the table and zooming out to see all the benefits that crypto has and will bring to society.
Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2
"you were up $20m on fartcoin & you didn't consider that euphoria?" https://t.co/2iuJGRNGAh
Name & Symbol: Fartcoin ($Fartcoin)
Address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump
So recent BTC price action has pretty much killed the digital gold narrative (you can't underperform analog gold) and it's obviously not been a store of value/safe haven asset (the Blackrock/Fink pitch) The performance, correlation to equity downside, and poor sharpe ratio pretty much guarantee it's not making its way into big money portfolios (pension/endowment/private wealth channels) at scale anytime soon Ppl argue with me on this last point (but it's a debasement trade!); these large entities allocate to their portfolios pretty mechanically; they're not adding assets based on random macro calls like retail traders do. Just bc Harvard endownment has some IBIT doesn't mean BTC is (or will become) a widespread endowment holding DATs were the biggest tailwind for flows and that's obviously over (in current form at least) ETF flows were largerly retail which correlated to the big high beta rotation post-liberation day that is now unwinding quickly BTC is now seen as a Trump asset; but now with midterms we might have Dems in power in the House which will slow crypto deregulation bills Also, BTC having become a Trump asset is not great now that his polls have been slipping ever since he's lost core MAGA support on 2 core campaign areas 1) spending: pivot from seeming deficit hawk to reckless Dem-like spender (rift with Musk/DOGE showed inability to cut basic waste/costs, huge deficits from BBB and $2k stimulus promise) 2) deep state reformer: alienating core base over handling of Epstein files Trump fulfilled his campaign obligations to the big crypto donors by getting the SBR onto certain bills; but realistically it prob just ends here as there are not many realistic "budget neutral" ways to actually acquire it We have Clarity Act and stuff coming down the pike; but it's clear that gov't is interested only in stablecoins as they are actually useful to their plans to expand circulation of dollars (new Eurodollar system); gov't has no real incentive to support BTC without Trump's push (and likely gets undone in the case excutive and/or legislative branches become Dem controlled) Maybe some of the mechanical liquidity issues which benefit BTC might improve (TGA drain post gov't shutdown, tariff easing, QT ending - pretty marginal though, etc) But the question really is, realistically, where are the next macro and political tailwinds coming from for BTC?
Name & Symbol: Housecoin ($House)
Address: DitHyRMQiSDhn5cnKMJV2CDDt6sVct96YrECiM49pump
a lot of the most interesting token models are happening on solana right now - pump, ore, meta, cards - with lots more in the hopper internet capital markets
Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn