astro12

$AERO have somehow maintained a narrative as one of the best revenue generating protocols in Defi
But when you look a little deeper and account for the crazy level of emissions, you'll see that it's over 2x less efficient than $UNI for Price / Revenue

If you're a project or a founder and you FUD other projects from your official accounts, it shows nothing but cope and insecurity.
If you do the same thing but with false/misleading facts you just put everyone off your project entirely.
Winning together is always best.

Wow... the cope from people on $NET because it is *checks notes* still trading at a premium is palpable.
If you even once read the docs or bothered to learn how it works, you would understand that this was likely to happen.
Any NAV plays, it's always best to wait until premium is minimal before entering.
I think it's a good entry here but also think it needs a more aggressive approach to grow Treasury and a plan for deeper liquidity as more emissions are pushed out.

$QNT absolutely sending on some pretty massive news is a good sign for anything TradFi aligned tbh
If only $ALBT wasn't dead I would have some hope for my No Mercy bags finally catching a bid

There's an interesting phase due soon I think
During bear conditions everyone rotates to perps because there is little to no edge for most people in shitcoins
If $ETH and $BTC run hard we might see a big flow from perps into shitcoins and that's when the real fun kicks off

$ARB is printing
$SKY next

It pays to know your strengths and weaknesses in this space
For me personally I suck at memes and NFTs so I don't post or do much in those cycles
I am however, VERY good at utility plays, whether DeFi or a good old Ponzi
In these times I go in heavy and I commit plenty of time to research and grinding for upside plays

Have not felt this good about the direction of the market for literally years.
There are exciting times ahead and some serious opportunities ahead of us.
Time to get back to what I do best. Making content to help you learn more about what's out there.

$ARB is running on the back of this Standard Chartered coverage but there are more assets buried in that report
By far $ARB is the highest upside but there are a couple of other tickers mentioned
$UNI $SKY $MORPHO $LINK $AAVE
Looking at these 6 assets closely til EOY

Very promising to see that, amid the RHC / ARC micro cap / shitcoin rotation cycle there has been some genuine Defi bluechips running on other chains
$SYN and $DRV giving hope that we can see some real utility projects catching some TVL and some bids
Pls gib utility season

There's no major meme runner yet on Arc yet
I'm sure the big run will be some random shitter but so far $COOL and $ARC HITECTS both feel like they have potential if community can hold through pumps
There will likely be one of the Mischa/Circle Cats that runs at some point too

Been exploring Arc
A couple of early promising projects I am watching there
I am keeping an eye on @akadotfun launch in 12 hours
I think ARGUS and TOLLY are both interesting but both have run pretty hard already today so maybe not ideal entry now at $20M

A whole lot of vibe coded vaporware ran this week.
Obviously max extracting devs are not good BUT it is very promising to see that there is some appetite in investing into projects with some sort of use case.
THIS is extremely promising as a sign of a potential bull cycle