Slowly but surely, starting to see some real PMFs for crypto going mainstream. Huge W for the space Also better get farming- if Poly drops a token, it's going to be big

I did this btw. DefiLLama calculates "Holder Revenue" for protocols, which is direct flow of revenue to token holders. Here are the P/E ratios (30d annualized) against the top 15 apps and their current MC. Notes: → Shadow and Pharoah are crushing, generating more revenue

Today Plasma hosted the largest raises of the year. $500M deposited in just a few blocks 🤯 Here are some interesting stats I saw on-chain 👇

Justin Sun starting his own MSTR style TRX ponzi, with the deal orchestrated by Dominari Securities, boutique IB with links to the Trump family. Note that Sun also was the top holder of the $TRUMP token at the Trump dinner. Sometimes I'm embarrassed to be part of this space

It's been a good year so far. - Moved primarily to cash (non-USD) towards start of yr - Bought the post-inauguration / liberation day blood, with remaining cash in non-USD currencies Think the playbook for rest of yr is becoming increasingly clear now: Equities IMO equities

Excited to share some info on FriendSpace's first room type, the Trading Room. - Creators trade in-chat, key-holders share in profits - Funded entirely from key trading fees, creating a powerful flywheel - Built on Base, trades executed on Hyperliquid - Public leaderboards

Google Meet not Zoom MacOS not Windows Hardware wallet with ciphered paper backup Docsend not PDFs Don't download unverified apps Never post your PNL online Thank me later

Everything in macro is screaming up only ‣ Tariff deal done with china. ‣ Genius Act!!! ‣ Short term debt extension!!!!! ‣ SLR easing ( stealth QE not QE ) roughly 200 Billion ‣ Oil Down ‣ $ Down ‣ Gold Down, War tensions easing But what I see investors doing is total

gREI

Main debate on the TL seems to be about OGs going AWOL this cycle, focusing on BTC/Equities etc. This shouldn't be any surprise- as wealth increases, risk tolerance naturally declines- why keep taking big risks when you've made it? I'd be more wary of those who say they have

Great summary of why rei stands out in the AI space. gREI.

How to stay informed in crypto? 🧐 Minimizing noise and receive clear signals is key to both protecting your portfolio and maintaining your sanity in crypto. Here are some tips 👇

Spent this rainy afternoon putting Rei Core 0.3 (v0.5.0) through an extreme stress test using GPT-4o’s own prompts to throw the kitchen sink at it. Then had GPT create a deep-research report on the findings, emphasizing it to be critical if it deemed necessary It outperformed

I've read countless takes on the PumpFun launch today, comparisons to Hype, Bonk, etc etc. Here's my take to add to the mix. Think there are some important considerations: Negatives: - We are coming into this from a point of substantially declining revenues, opposite of hype

Update on this: S&P: +4.4% 🟠 BTC: + 13.0% 🟢 ETH: +19.8% 🟢 SOL: +11.6% 🟢 REI: +63.6% 🟢🟢 DXY -1.1% 🟢 Sometimes you have months where nothing happens, and days where months happen

As BTC enters price discovery, here's a quote from investing OG Peter Lynch, 'Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.' Don't fumble the bag friends

In late 2016 was close to quitting crypto after roundtripping my antshares bags. Had a change of heart, ended up redepositing and buying higher. Then it rebranded as neo, I discovered waltonchain, vechain, and a great group of friends inc. Defi_Maestro ✺. Rest is history