First they will buy it (“crypto treasuries”), then they will rush to use it businesstimes.com.sg/international/…

“EPP” crypto startup framework, which one you building? EAT: the product must engulf all crypto-native users & TAM PUSH: the product must export useful properties outside the crypto-native ecosystem PULL: the product delivers utility while crypto rails are all abstracted away

Just a prediction: Tradfi institutions wont let early crypto builders eat dinner for free. They will deploy their own protocols on crypto rails as global retail branch/distribution. So step in to create B2B deals with them beforehand. Else, JPM-branded "fork" of AAVE coming soon

Crypto theme + this pattern is working well, so $GLXY looks like it is up next

💸OVERDRAFT - the first fiat DEX. Swap fiat <> crypto in seconds. No custody, no fees, no fund freeze. Beta now live @HyperLiquidX

Crypto tape is interesting. I’m seeing relative value trades working $MORPHO, $BONK and also a slow but increasing rotation from leaders that have made 3-4 leg moves down to laggards making their first/second leg move (memes, other beat down names lkke $BERA)

Memes like $ai16z, $virtuals, etc. Market pushing the rotation and stalling leaders in search of higher risk faster moneyz

$GLXY breakout on massive volume with a policy change catalyst, previous breakouts have sent it +50-70%

So the old btc - eth - alts rotation adage has just moved from the token market into treasury vehicles? It makes total sense for that to occur.

The question for institutions was never if, but when. For liquid staking tokens, the answer is now. With today’s statement from the SEC on LSTs providing regulatory clarity in the US that , the demand for compliant, scalable LSTs will surge. Our enterprise-grade liquid staking

If you follow bressert cycles like Bob Loukas 🗽 (and me) it looks like for the first time in their histories, $ETH and $BTC are doing their own things. One is late and one is early per cycle definition.

x.com/i/article/1955…

The first Fiat DEX quietly launched this month. Built by a superstar team If there is one thing you do this weekend, read this overview 👇 Overdraft is going to be huge

Institutions will not just participate but will build on-chain, it will be complementary but also be extremely competitive - incumbent kings will not be given a red carpet to stay. Crypto-natives need to be positioned to keep wining in that world by building institutional

Crypto: This phase: DAT-buying, Wall Street studying Next phase: Adoption, Wall Street fund inflows & protocol building

$PUMP I've been humbled every week in this industry & learning from mistakes along the way, but one particular issue stands out which is on the effectiveness of brand strength. I joined the industry & was quick to reason that almost all products are commodities within their

Your favorite lending market has 2 core problems. Today, we kill both of them. Twyne is LIVE on Ethereum mainnet. 🧵

$EUL casually lifted ARR +50% this week

$EUL has 5x’d revenues & grew market share & had 3 key listings, EUL/ETH is still hibernating 😴😴😴

Heyy guys, I think I found something cool Once this goes live, we won't even need cex for anything again