What should Yan Liberman, ceteris, Flood Capital and myself discuss on the Hivemind tomorrow ?

We've composed an analysis of the interoperability landscape. We think the winners in this vertical could stand to inherit a massive addressable market by helping mend the liquidity fragmentation and operational hurdles that will inevitably develop in a multichain world.

all the tokens are overvalued

market is supplying new tokens to correct this

even if net dollar inflows continue, they get dispersed across more tokens

vaporware products with low float tokens that team + airdrop recipient desperately market to exit liquidity

Wen the shitcoin casino stops....the real casinos take over. Rollbit green in a sea of red.
✅Unique depositors at ATH for the past year
✅More than $1.5b has been deposited verifiably ON CHAIN to the RLB platform
✅45% of $RLB supply has been burned to date
✅ Token clarity…

Banana Gun's bot volume dominance share across various blockchains:

- Ethereum: 45%, current market leader.
- Base: 30.9%, second player.
- Solana: 5.9%.

Banana Gun's team is currently working on the Solana bot reborn: a new backend and UI, multi-language support, more…

Ansem 🐂🀄️ Evanss6 Hello sir, thanks for sharing your top picks for each category. Would like to introduce you to $BANANA of Banana Gun 🍌🔫 cause I really like what these guys are building and the vision behind it.

- best trading/sniping bot, live on Ethereum, Base, Blast, Solana, and Berachain.…

Banana in top100 will be too obvious in hindsight

Here is a bullish chart, stablecoins still growing!

Open interest on BTC and ALTs got completely torched over the past few days + funding is reset.

I think if we go lower its going to mostly spot driven and likely as a result of stocks rolling over - H/T 3xLiquidated 🎢

Quick thought. NFA.

The thing that makes right now so interesting, is that BTC is prob fine and heading higher.

And the market is kinda trained at this point to equate that to Alts moving higher too.

But very few market participants have any real conviction in hardly any Alts.…

Short term vol = geopolitics

New Trends:

1) BRIC trading in their own currencies and buying gold with profits

2) High interest rates being stimulative via fiscal dominance

Old Rules:

1) Trading in USDs and keeping profits in USTs

2) Sell gold when real rates are positive

$BANANA has the 6th highest 7d revenue in all of crypto

4/5 above BANANA are chains

BANANA is dominating on Eth, Base, Blast & Sol

Banana Gun 🍌🔫 users, volumes & revenue is growing rapidly and expect this continue as we go further into the bull market

Gold & $GDX continue to move strongly.

With the accelerating trend of debasement and BRIC countries choosing their own currencies for trade over USD (and settling surpluses in physical gold) I think the real move is just starting.

$GDX also runs harder “later in the cycle”

Imagine

Unwinding the paper gold market could send gold significantly higher.

Anyone have good reading on this?

Yes!

Warren B. Mosler is a great follow on this topic.

He was the first person I saw to get bullish at the bottom of the market where sentiment was terrible and explain in detail that higher interest rates are actually stimulative when Debt/GDP is as high as it is in the US (~130%).

$SYN is one of the most misunderstood protocols in all of crypto.

What they are building has the potential to completely change the way chains interact with each other.

Imagine what Synapse's Interchain Network enables with these use cases:

$130T of Bonds running into Stocks, Gold and Bitcoin.

All 3 at an all time high.

I am long BTC but have also bought 2026 $50 strike call options on gold miners.

IMO $GDX will catch up when we get further into Golds rise and people search for leverage, still early innings.

$BANANA price discovery has been achieved internally.

Even at $48 if you annualize last 7 days of fees, APR is still 57%!

S tier catalysts:
-> New SOL bot (faster + better execution)
-> More chains support
-> Webapp (becomes 1inch/Jupiter competitor)

Still no T1 listing yet

Just wait till westerners stop selling $GLD due to their real rate models and join the rest of the world in buying.

Right now BRIC countries are trading Oil and other commodities through their own currency and recycling the profits into Gold through Shanghai.

$W at $1.47 ($2.7B market cap, $14.7B FDV)

$SYN at $1.64 (312M market cap, $410M FDV)

Monthly volumes $3.7B $SYN > $405M $W

Synapse interchain network and SYN chain very soon, can do everything Wormhole does and more.

Personally selling my $W airdrop for $SYN, NFA