BullishKid

Few strong coins
$ZEC
$LIT
$HYPE
$ENA ??
$VVV
$USELESS (hello @theunipcs)
Screw the other ones unless theres a big catalyst
Already hard enough to even trade Crypto currently.
Some strong ones fully gave up on this Bitcoin move -> avoid fake strength

The only reason aerodrome-finance:native didn’t see a disruption as big as $HYPE comes down to value accrual.
$AERO pays holders based on price, but bundles in inflation and dilution along the way.
Too complicated for the average investor, especially with the ve-ptsd still lingering. And the PA hasn’t helped.
The multichain transition makes it harder: it needs a higher emission value to pull old, sticky pools over. So the PA has to improve a lot to beat and take over the new chains without bleeding out Base.
July isn’t far anymore so chances of sucess will be seen in PA in the next weeks

For a CEX, matching Hyperliquid isn’t enough.
You have to outperform it while also offsetting the downsides of regulation and centralization.
If there are bugs, slow execution, or no way for users to share in the upside, it’s not competition. It’s catch-up.

For a CEX, matching Hyperliquid isn’t enough.
You have to outperform it while also offsetting the downsides of regulation and centralization.
If there are bugs, bad support, or no way for users to share in the upside, it’s not competition. It’s catch-up.

While I do like what near:native has to offer it gives me huge PTSD.
Every last cycle NEAR was basically the last to run. Final hurray for VCs getting exit liquidity before fully retracing its move
Strong vs market? Team sold OTC via multiday twap price
IDK tbh

With $VVV going ballistic….probably time to look for other AI ponzinomics with a useable product
Wonder what happened to all the AI coins from last cycle? Any still alive?

$HYPE took dominance this year.
aerodrome-finance:native is the spot counterpart and mispriced
July = multichain expansion
To win liquidity on new chains, emission value needs to be competitive
value = AERO price × supply
The protocol needs a higher AERO to execute. Reflexive both ways
Higher

$HYPE took dominance this year. aerodrome-finance:native is the spot counterpart and mispriced
July = multichain expansion
To win liquidity on new chains, emissions need to be competitive
Emission value = AERO price × supply
The protocol needs a higher AERO to execute. Reflexive both ways
Higher

Good morning
First tweet in German. Let's see if the potato cabal has arrived with me.

Everyday you wake up and $ZEC trades higher
Betas? Trade higher
Dinos? Trade higher
Coins that hired Wintermute? Bounce into 2 digit red. Rinse repeat
You don’t hate infinite sellers enough

Would be a shame of $DASH followed again.
So far the strongest Beta to $ZEC
Also looks like any Dino that moons their coin now - will suddenly have hype and narrative back.
Would be a shame if teams aren‘t smart enough to capitalize
First time that Dinos > new scams

Vitalik doing more wealth destruction this cycle then Sam doing last Cycle
How do we ever explain this to anyone
Eth is truly cursed