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Been withholding this research piece on $BANANA for a while now. Tl;DR 1. @BananaGunBot is a money making machine 2. Tokenomics are favourable for holders 3. Vertical integration is omega bullish 4. "Picks and shovels" play 5. Impending growth catalysts 6. Well mitigated risks…
in easy mode it’s always tempting to be degen but being degen != loose loose = being reckless, disregarding your systems, borrowed conviction etc
gun to head if i were to touch another defi coin it would be $ENA the heuristic is simple: if the TVL of stablecoins triple this cycle (+360b), who will capture a disproportionate amount of value? my answer: USDC and USDe
The Ethena Foundation is pleased to share that the @wintermute_t proposal to enable an $ENA fee switch has been approved by the Risk Committee The Foundation will be working with the Risk Committee to crystallize parameters for fee switch activation by 30th November, with…
One aspect of @base not talked about enough is Coinbase Smart Wallet - quick and seamless onboarding (passkeys-enabled, no downloads required). this reduces a lot of friction for normies - users with a @coinbase account can spend their CEX-held ETH on base - users can pay for gas…
GM, it’s been a while since I last posted. Let’s talk about why $TAO will soon have its time.
Is anyone blown away by the state of live agents in crypto atm? Feels like a large majority are there for cosmetic and entertainment purposes, haven't actually seen any with a killer use case (i.e. help people to make/save money) "oh damn that's cool... now what?" vibes
don't know what to call this pattern but charts like these induce more-than-usual pain into sidelinoors
introducing pulse: the open health network + wearable turning your vitals into value. whoop: raking in $750m/year oura: $225m/year you: getting $0 rt + reply with a ‘🔋’ to change this. pulse mode: on
hot take but conditions like these are best for accumulating long-term, high conviction bags when the market's attention is elsewhere. better to be early (and patient) than chase for entries later on.
people researching on crypto x AI thinking they'll find teams/products building on the edge of what's possible reality:
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Who to follow
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snoops
@snoopieeeee -
ً
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salience
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Ash
@ahboyash -
0xavarek
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Glug.pepe (Diddymode: ON)
@Glug69420 -
Neon
@neon___glow -
APG Capital
@apg_capital -
kinnif
@0xkinnif -
CK (Tensorplex/Dojo Intern)
@overlyleveraged -
mc
@b1ng_b0ng -
Dan (Stage 2)
@dadagrassman -
Googly 👀
@0xG00gly -
astromagic
@astro__magic -
ten is hyperliquid
@1049XBT
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