Ansem

nobody is bullish enough

i still see airdrops as one of the strongest catalysts for bringing activity back onchain trading terminals captured a huge amount of volume last cycle, and many still haven’t rewarded their users when competition for traders gets tighter, rewarding early users becomes a powerful way to build loyalty and keep liquidity around we’ve seen how much activity a well-timed airdrop can unlock before, and i expect that playbook to show up again

THE MATURATION OF CRYPTO AS AN INDUSTRY IS NOT YET PRICED IN THERE ARE REAL BUSINESSES AT THE FOREFRONT OF A WEALTH TRANSFER OF TRILLIONS OF DOLLARS FROM ANTIQUATED TRADFI SYSTEMS ONTO BLOCKCHAINS

i’ve always liked SOL, but this cycle could broaden the opportunity beyond just holding SOL SOL had huge runs across multiple cycles while a lot of the surrounding DeFi and infra trades struggled to capture the same upside now more users and capital are moving onchain, and the ecosystem has had years to mature that makes the broader Solana ecosystem a lot more interesting to me this time around

i highlighted Meta last week and the thesis is starting to get more interesting their AI spend is beginning to show up across the actual business, especially ads, while the consumer side keeps expanding with products like Meta AI the market has spent a lot of time focused on who owns the best model distribution, monetization and the ability to ship AI directly to billions of users matter just as much Meta is one of the names i’m watching closely here

Ethena gets a lot more interesting when crypto leverage starts heating up USDe is built around delta-neutral hedging, with short derivatives positions helping offset exposure to its backing assets when traders aggressively bid longs and funding turns positive, those short positions can generate additional yield that makes Ethena one of the protocols i’m watching as leverage and risk appetite come back into the market

hope you got your entry

most hated rally of all time otw https://t.co/WYTrgP4rZy

THEY DIDNT BELIEVE https://t.co/0Bvl2Q1Imy

LOOKS GOOD SEND IT

🎒🎒🎒

there are levels to this game

huge

@alexandr_wang bros posting arc is crazy

solana looks good

adin pico top call here was all time ngl

idk how they convinced me to agree to this but it should be entertaining 😂😂😂

@xbtDLN https://t.co/Yre9QPVeTs @xbtDLN https://t.co/EFxNdrROSD @xbtDLN in May btw

yep

@Katohife @PenguSilvuh @thelatemercuti0 @Saint10Fourteen run it

@PenguSilvuh @thelatemercuti0 @Saint10Fourteen 🫡

this cycle isn’t like any other cycle the closest comparison i see is the 2020 DeFi expansion, when an entirely new vertical brought billions of dollars onchain this time, stablecoins and especially tokenized stocks are opening another new lane for crypto institutional capital, retail and developers are all entering through different channels, while the market structure itself has played out differently from prior four-year cycles trying to map this cycle one-to-one with the last one could miss what’s actually changing in front of us

@Snaked_YZY its called tether brother

@CookerFlips @notwashed 😂😂😂😂😂

@notwashed i have been buying this coin for over a month now LOL

@mbubbleSearch @MarketBubble thanks bot!

@tannimations timestamp it!

watching ai agents bypass the "im not a robot" captcha is pretty meta i must say

i will continue to tell you that the hardest part from here throughout the rest of the bull market will be in strengthening your conviction & staying in the obviously good spots even the most bullish voices from the lows in June are already shaky bc of how much profit they're sitting on ability to shift mindset from short term to long term is how you capture the most PNL in markets that are heavily momentum driven very little reason to believe that Bitcoin will not make a new price ATH following the shortest and weakest bear market in two decades of its history, especially given this run up is occurring at a moment in time where there is i…

$IMD next btw