Thoughts on Vertical Tokenization Launchpads
Putting aside short-term price action,
Pump showed us that you can launch tokens without insiders, pre-sales, or a float-FDV mismatch.
Then Believe figured out that you could allow coin creators to monetize by earning a portion of the trading fees, not by dumping on the audience.
Zora has implemented a similar approach too.
Now some people think memecoins are dying.
Maybe.
But tokens with vertically integrated use cases are just getting started.
Innovation follows speculation, not the other way around.
The cycle works like this: invention -> specul

$SUI is one of the most resilient coins.
It's trading at $39B FDV (similar to Hyperliquid) but has generated
*checks notes* $830k fees over the last month,
compared with $HYPE's $75m.
Is this a ticking time bomb waiting to implode,
or am I missing something?

July 2025 Snapshot 🧵
Global liquidity, derivative risk, network profitability, and an update on altcoins.
1) Global Liquidity (GL)
- 88% correlation with the BTC price.
- Past cycles: 2 years of liquidity down, 2 years up; now in a 3‑year contraction (2022–24), hinting at a longer bull cycle.
- Normally: 1% GL rise → 4–7% BTC. July GL is at an all‑time high (now); sensitivity spikes to 20–30% per 1% GL increase, signaling potential for a parabolic move.
2) Derivative Risk (DR)
- Tracks leverage and positioning to spot market extremes
- Currently low, suggesting leverage is reset and market h

Team, how do I play this game?
Goal = top 10 by 2026
215 today

Anyone paying attention can tell that
Here are 8 reasons why:
1. It's generating revenue: $700M in year 1.
2. The market cap is trading near or below its cash pile.
5. The team's product velocity and ability to capture mindshare are unparalleled.
6. $BONK is literally trading above $PUMP.
7. The trade setup is reminiscent of Hyperliquid a year ago.
8. Non-crypto people haven’t heard of Pump, and those who have think it’s dead. We’re early.
Few opportunities come like this, but when they do, you must pounce.

Over $1b in liquidations for BTC bears in the last 24h

A $120M FDV for the main launchpad on Base seems cheap to me, given comparables like $PUMP, $BONK, and $LAUNCHCOIN.
Pros
- Getting a big push from Base
- Favorable comparisons to $PUMP, $BONK
Cons
- Stats have fallen off just like $PUMP and are nowhere near ATH levels
- Sentiment is pretty toxic within the community

god's bounty overwhelms me

Permission Denied: The Case for Open Decentralized Finance
Jamie Dimon wakes up one morning and decides fintech companies are making too much money.
Companies like Plaid are ripping off the banks.
He announces that all fintechs will need to pay banks for customers to access their own data.
Investor confidence plummets, wiping over $10 billion from the market caps of PayPal, Block, and Affirm.
Customers willingly authorize these apps… Nothing is stolen.
Imagine a world where banks and fintechs are built on blockchain rails.
Blockchains serve as public utilities.
No one can arbitrarily decide w

Before you bullpost about ETH just remember:
you would've made more investing in $BTC, gold, the S&P 500, $SOL, or literally hundreds of other assets over $ETH in the last 4 years.
To succeed as a capital allocator you need to get rid of bag bias and rethink your priors.

i walked by this garden today
men and women in the prime of their lives
fountain of youth flowing
cosseted by trees and breeze against the summer sun
but all are heads were bent-
not in reverence but servitude.
glued to their devices.
doomscroll. doomscroll. doomscroll.
what have we become?

Bloomberg embracing AI on its website is like when wagon makers started selling auto parts.
A short-term hedge that ostensibly feels progressive,
yet one that inadvertently brings their demise closer.

Imagine telling the kid farming yield during DeFi summer
how Visa and Mastercard’s duopoly is under threat from stablecoins.
I've added the link to this article below.

Has anyone ever actually used the Ripple blockchain?
For the love of god do not send me a link to an article
listing a POC with Walmart or whatever