DegenSensei

Hey you
Yes you
Are the market conditions good enough for you to finally launch your useless money grab?

Seen a lot of mental gymnastics about $CRCL while I've been watching quietly
Instead of overthinking this, price leads narrative and all it needs to catch fire is that the market believes that stablecoin usage will grow faster than potential rate compression which would hurt the reserve income
I believe stablecoin supply will end up in the trillions with Tether and Circle being the main winners and that this is a no brainer on a longer time horizon as the only current liquid bet for this thesis

"This is the first bull market BTC won't participate"
Falcon Punch straight to the gut on your alts

Tuesday reminder

Sports betting on football pre-season games is a different level of gambling addiction

Uniswap V4 Eco being underrated here due to launchpad drama that was unrelated
Looking beyond the surface will pay off handsomely

$CASHCAT didn't go to 1B in one day so it must have failed
Robinhood coming for the whole pie will force other exchanges to act and list faster as well
It's going to be a fun cycle

While people are crashing out over launchpad wars
The RH ecosystem is coiling as the animal spirits return
Interesting

If your attention span is longer than a day or two
Pons likely emerges stronger from this in a week or so and the Uniswap derangement syndrome will settle
Patience continues to remain an edge if you don't feel the need to make it tomorrow

Clairty not passing is likely going to be the catalyst for the pullback people have been waiting for
If it gets setup for a 2027 passing instead the backdrop would be much better anyway and I would take that in a heartbeat if I get provided more time to accumulate
Passing it now would be great but upside would potentielly be limited in the short term albeit it would be a White Swan
Big picture move would be better even though you would likely see an overreaction in the short term

If your main marketing strategy is to shit on another protocol
You need to do some soul searching to put it kindly
Because why in the world would the optics look great from your side

Uniswap V4 hooks have been marinating for over a year and is finally bringing on-chain experimentation back to Ethereum
We have been lacking new things for a long time as the same tried and tested things have been repeated over and over again on different chains
For the first time in a long time we are seeing new protocols start emerging on Ethereum first
It might be viewed as a small thing at first but it's probably the start of a shift in an ecosystem that has a lot of capital on the side ready to buy new primitives whenever they emerge
V4 Hooks Summer

Data doesn't even support rate hikes
People are overreacting

Jensen and the current discourse concerning AI make it evident that open-source AI is going to be among the most popular market narratives towards the end of the year and onward.
Only one sector is positioned for this well while being pummeled by the market: decentralized AI.
As soon as BTC comes out of the bear market, this sector likely explodes and remains something to be accumulated aggressively the closer we come towards the end of the year.
The good thing is that there are only a few credible things worth buying as well.
The future will be kind to the patient visionaries who believed.

We've ran every rotation in the book on RH while things have been exhausted
But best believe one of the few things I am comfortable betting on without being bothered about the price is what a RH employee is building onchain
Will be carried by speculative premium the further the product grows
Could see a cleanse from majors not in the far distant future though
Especially if Clarity causes a sell the news event

Autonomous AI agent businesses protocol linked with official Robinhood affiliation on GitHub should do numbers eventually

In every Spain knockout game this World Cup the opposing team facing Spain has had a key player injured during the game
Ridiculous

Robinhood ecosystem has just completed its first -80% correction across the board
Do with that information what you will
But I'm willing to bet that the risk favors the gamblers