Simonon

This is one of the sexiest charts in crypto right now, and people are finally waking up.
After consistently growing its user base and hitting new revenue ATHs day after day, Collector is now on track for its highest-earning month ever.
Based on the past 7 days, annualized net revenue is already at around $130M.
That doesn’t just make it one of the most profitable protocols in crypto, it also makes it one of the most overlooked and undervalued.
$CARDS is finally starting to catch attention and build momentum, and this is even before any buybacks or future plans have even been announced.
Unicorn

My worthless JPEGs are dangerously close to becoming sought-after art.
I'm ready to get hurt again.

The GENIUS Act was the greatest catalyst that could have happened for stablecoins. Users, volume and velocity have only accelerated since it passed, and nothing suggests that's slowing down anytime soon.
What the GENIUS Act was for stablecoins, the CLARITY Act will be for altcoins, DeFi and tokenization.
Clearer definitions of what altcoins actually are. The removal of the regulatory anxiety that has paralyzed this industry for years. Institutions finally able to embrace DeFi without legal fear. And tokenization hitting its true inflection point, bringing all of finance onchain.
For the past d

I am wondering whether the Trump memecoin dinner tonight is one of the most damaging thing that has happened to crypto's reputation in years.
Even worse than FTX or Luna. Those at least pretended to be something legitimate before they collapsed.
But this is the President of the United States openly extracting from retail, in broad daylight, and calling it a gala.
$4.3 billion extracted from retail.
$1.2 billion to 45 insider wallets.
$320 million in fees to the Trump family.
Token down 96%.
2 million $TRUMP holders underwater.
Even three US Senators have officially opened an investigation into

This is not meant to be FUD, genuinely looking for insights here:
I’d love to see this work, but can someone explain how founders across the space are extremely cautious about their tokens being classified as securities, which is obviously leading to massive token vs equity misalignment, while companies like @PreStocks and @xStocksFi are openly tokenizing securities and making them tradable and accessible onchain where you can't even KYC the buyers?
I’m in close contact with several founders trying to solve this, and their legal counsel is very clear: avoid anything that suggests 1:1 backing o

"The next big thing will start out looking like a toy."
Collector Crypt: up only.
Beezie: up only.
Courtyard: up only.
It's becoming pretty obvious that collectible capital markets have left the experimentation phase behind and are currently hitting escape velocity.
Product market fit is here, both speculators and collectors genuinely love these products. The race is on for who can expand the fastest, both vertically and horizontally, and I'm betting hard that there are a few unicorns to be found here.
I feel genuinely sorry for everyone who fumbled this vertical as a silly little gimmick ju

MegaETH KPI has been hit.
$MEGA TGE coming in 7 days.
Arguably one of the most exciting TGEs of the year and timing couldn't be much better in my opinion.

Impressed by both @USDai_Official and @OpenGradient TGEs yesterday.
$CHIP and $OPG are performing strongly in a pretty rough market, up 47% and 120% respectively, while holding relatively ambitious valuations, and more importantly, doing so with solid volume and liquidity.
Of course, these are top tier projects that have been in demand for a while, and both sit right at the hyped crypto x AI intersection.
Nevertheless, while I don’t want to jinx it, this feels like an environment where high quality teams building serious things can launch pretty smoothly, and even surprise to the upside.
For g

Funny how everyone is trying to copy Hyperliquid's playbook, but nobody is actually able to pull it off.
$LIT has essentially been in down only mode since its TGE, and so have the fundamentals of Lighter:
- Daily active traders down -95%, and I'm not even counting the inflated ATH on TGE day when everyone just showed up to dump their $LIT
- Notional volume down -90%
- Open interest down -60%
- 14 consecutive weeks of net outflows since TGE
Once again, the perfect example of how pointless and unsustainable airdrops are.
$HYPE is probably the only example of a positive airdrop outcome. And even

Human payment transactions today outnumber agentic payments by nearly 40,000x.
In my view, we’re only a few years away from that flipping, where agentic payments significantly outnumber human ones.
Fast forward a bit further, and I wouldn’t be surprised if human payments disappear entirely.
There will only be two types of transactions left:
1) Autonomous AI agents transacting with each other
2) AI agents executing human intent

Sure, Anthropic is cool, but have you heard of Hyperliquid?
It’s no secret how much revenue companies like Hyperliquid and Tether generate per employee, but I’m still blown away every time I see those charts.
I think people continue to underestimate just how quickly crypto companies can reach insane scale when executed properly.
Yes, we have structural issues as an industry that need fixing.
But this has always been, and still remains, the bull case for crypto:
Enabling the creation of the most productive companies in the world.

gm to absolutely everyone except the CEX cartels and shady market makers.
At this point I’m pretty convinced they wouldn’t hesitate to destroy the entire industry they operate in just to squeeze the last few dollars out of it.
Someone has to stop them before it’s irreversibly too late.

I don’t want to jinx it, but this chart looks like $BTC might just send straight to heaven without looking back ngl.