(new post) on where we are in the cycle looking at > how early / late stage it is > why this cycle feels different than previous ones > has market structure shifted > is this time really different link to full piece below (pls don't nuke me for sharing external link)

I read some of the VC blogs about memecoins. There are some interesting takes and genuine respect to all writers. But imho the existence of these blog posts is EXACTLY why people trade meme coins. No, memecoins are not a trojan horse for culture (yet), and I would argue they

market's down? continue to grind airdrops. $AAI's AI farming feature is finally live. $ZKS soon

1/ How deeply I got rugged by Open Libra - 7 figures $ worth. TLDR: The team behind Open Libra ( $LIBRA ) decided to hard fork because of a "rogue core" member. This fork resulted in a wipe out of 4% of the total supply, also burning innocent people’s wallets, including tokens

a great short read while market chops. mental questions to ask yourself regarding risk management & position sizing

Crypto x AI Flowchart I wanted to share my mental model of the Crypto x AI landscape Long term I think Crypto x AI wins because the most powerful technology of our generation can be owned, governed and iterated by an incentivized global community vs a centralized black box

interesting memecoin arena concept on base. gives me FOMO3D mini innovation vibes. currently avoiding 2nd phase (taxes) and studying how game 1 plays out to think of possible strats might be the cartel play of this weekend

memecoin supercycle continues ~ another upcoming memecoin-socialfi experiment 🇺🇸🇬🇧🇨🇳 in summary: a speculation game with country memecoins via pump .fun mechanics and with socialfi elements via the presidents and nukes

Our chief goon Chris Yin has some major alpha to drop in this AMA session, don’t miss out! 🎁 Join in and get a chance to win from a $200 rewards pool! 🗓️ May 23rd ⏰ 17:00 UTC 🔗 link3.to/e/Y4HOPf

THE FORMS OF SOCIAL PLATFORMS my current framework for understanding/categorizing social platforms (both web2 and web3)

Might be overlooked in ETF hype: Mantle is doubling down on their LST growth strategy 💧 - expanded project spinoff with new token 👀 (with points airdrop program) - cmETH, a new composable LRT integrating various strategies from diff yield sources🧑‍🌾 Voting closes 28 May

Fully on-chain games (FOCGs) might be premature to become a mainstay narrative this cycle (DeFi 2019 vibes), but imo they are still worth paying attention to. a great thread on Force Prime

Apologia of the Trader What purpose does the short term trader serve? He builds nothing for consumption nor does he advance the sciences. To most tribesmen, the trader seems to be at best a sellsword, at worst an annoying buzzard.

We are excited to announce the next step in Azuro's journey is here! $AZUR launches this week!

$AZUR drop is live! Claim it on the official azuro 🌊 site Initial Circ mcap: $11.4M Current Circ mcap: $25M Circ supply: 15.2% (Airdrop is 3% of it) Been trying my hand on some sports betting on bookmaker.XYZ (and other Azuro Dapps) , to farm some XYZ while racking up

I wrote 3,028 words on ao, summarizing my weeks of research. Haven't felt this stoked in a while. The bonus? AO is a fantastic ETH-denominated yield opportunity. Will write a few threads soon, but if you want to be the 1st to read it: chainofthought.xyz/p/research-ao-…

A personal story - I’ve been all in on crypto since the very beginning. Not just in trading, but in my career - as a student, all I’ve done are crypto internships, whether during summer breaks or during the semester. I’ve done this since joining in 2021, where I bought LUNA,

Plume - RWAfi Chain 's testnet campaign is now live 👀👀 be early to the first RWA L2, mint a VIP NFT! miles.plumenetwork.xyz/join?invite=PL… my previous thread on Plume: x.com/0xsurferboy/st… RWA szn sewn?

Great well-written thread. Have observed the similar trend over the years and agree with all the points. The free market always trends towards efficiency, so CeDefi/solver dominance will continue to grow until a new Defi distribution breakthrough is invented imo