Fabianosol

this might be a bold prediction:
but I think JUP goes easily back to $0.4–$0.5 if they fix ONE thing
why?
buybacks & burn work but only when unlock pressure is low
→ that’s why pump didn’t work
→ that’s why hyperliquid does work
it has to be deflationary (+ no fear of unlocks)
Jupiter finally moved in that direction with net-zero emissions. In theory, they could buy back +20% of supply over the next few years
but here’s the problem (maybe two):
Jupiter’s revenue is trending down, Hyperliquid’s is stable (Hyperliquid also generates ~10x more revenue than Jupiter)
and it gets worse:
~60% of Jupi

So if I bet $100 on basically the same market, I pay the following fees:
- Hyperliquid: ~$0.015
- Polymarket: $3.82
That's a difference of up to 250x

Only in crypto do companies pay KOLs four figures/tweet just to get these metrics

Am I the only one who thinks the new Polymarket fees are actually horrible?
2-4% is very steep

In 2026 40+ protocols already shut down:
January 2026
Jan 15: MilkyWay
Jan 15: Pixiland Social
Jan 16: Sound xyz
Jan 24: Nifty Gateway
Jan 24: Entropy
Jan 27: Slingshot
Jan 27: Forgotten Runiverse
Jan 27: Foundation
February 2026
Feb 13: Polynomial
Feb 16: ZeroLend
Feb 19: Parsec Finance
Feb 23: Step Finance
Feb 23: Remora Markets
March 2026
Mar 4: Angle Protocol
Mar 4: DataHaven
Mar 17: Tally
Mar 24: Balancer Labs
Mar 31: Yupp AI
Mar 31: Bit. com
April 2026
Apr 1: Magic Eden Wallet
Apr 7: Seamless Protocol
Apr 15: Foundation (permanent)
Apr 17: Mint Blockchain
Apr 17: Pixel Heroes Adventure
A

I will never understand that pumpfun turned $372M into $6.5M 💀

Defi gave me 6 figures
But I'm tired of losing money
So I stopped trusting CT and audited protocols myself. Here are the highest yields with low risk:
- Multisigs
- All audited
- No liquidation risk (multiplying/looping)

All these protocols push the "tokenize everything" movement
All these protocols teased an airdrop
All these protocols made millions
All these protocols farmed their users

.@a1lon9 hear me out:
36% of the supply burned and this is what we got...
why?
most people still expect an airdrop which will be no bueno for the token
what we have now is just peak uncertainty (one announcement per year...)
And it’s also the reason why teams normally do an airdrop early on
I know you want to keep these incentives for growth and compete with the big boys like Twitch, etc.
But this won’t favor anyone (except insiders)

Am I stupid or is this free money?
Live tennis odds on Polymarket regularly sum to 102-105¢ instead of 100¢
Why has no one built a sniper bot for this?

what do you notice?

74% of wallets lost on Polymarket in April
vs. 49% on pump fun
insiders found a new fav platform?

The 3 biggest chain flops of 2025:
1 | Berachain:
- TVL: $73.2M (-98%)
- Chain Revenue 24h: $34
- Raised: $142.1M
2 | Eclipse:
- TVL: $1.5M (-97%)
- Chain Revenue 24h: $0
- Raised: $65.1M
3 | Sonic:
- TVL: $33.3M (-97% in a year)
- Chain Revenue 24h: $125
- Raised: $61.3M

How many of them rugged you?

DeFi lost ~2% of TVL to hacks every year since 2020
Yes, we need better opsec ASAP to bring this below 1%
But there will always be hacks unfortunately...
Meanwhile tradfi loses ~$580B a year to hacks
DeFi won't die here

This guy’s $RAVE allocation was worth $1.1M yesterday
Today it's $50K
36 month vesting starts in Dec 2026
Guess how much it’ll be worth in then end...

Apparently pump fun’s Instagram got hacked
The hacker is posting “DM screenshots” claiming Alon was sending money to OF girls (unverified)
ps. don’t interact with any token the hacker promotes