Ansem

the united states needs crypto in a way that your average person has zero understanding of proliferation of stablecoins and tokenized stocks extends US Dollar dominance & in turn increases net buyers of US Debt at scale in a way that cannot be easily replicated your benefit of being here & understanding this is a massive advantage that you should not take lightly

i’m increasingly bullish on Solana DeFi as one of the more underlooked trades this cycle memes captured most of the attention last cycle, while protocols like Jito and Jupiter were still early in their token lifecycle now there’s a much clearer picture of which protocols are becoming core infrastructure for Solana low fees, fast execution and growing onchain volume strengthen that setup as retail, institutions and tokenized stocks continue moving onchain

i think tokenized stocks are becoming one of the strongest metas on Solana Stonk is sitting right at the intersection of tokenized stocks and memes, with support across the broader Solana > anyone with a wallet and internet connection can get exposure to assets that may otherwise be difficult to access stablecoins proved how powerful that access can be and i think tokenized stocks are heading down a similar path

social capital is becoming a bigger part of how onchain trades reach escape velocity - public PnL creates momentum around a position - leaderboards make winners highly visible to new retail - new users naturally gravitate toward coins where they can see others making money - that visibility can turn into social consensus and accelerate distribution we saw a version of this with DOGE, and i think it’ll matter even more with social trading apps this cycle

i still think the rotation from majors into onchain is one of the clearest patterns to watch - majors move first as capital goes risk-on - stables sitting onchain start looking for higher-beta opportunities - limited supply of quality coins can make repricing happen fast - $ANSEM, CASHCAT and Pons were early examples of that rotation - launchpads + memes are still attracting capital i also expect Solana to have its own answer as Robinhood’s onchain ecosystem grow

You’re not bullish enough - Live with @rasmr_eth https://t.co/hRRUKoRmxy

trading NFL & crypto this season with Banks on polymarket squads go birds 🦅🦅🦅 https://t.co/5tWwfgnyF0

praetorium

coins are up, institutions are bidding, & NFTs are back

qwerty hacked, dont interact with this twitter account https://t.co/YF4TML1v1w the handle was changed & theyre going to try to scam you

don't think ppl realize that their core user group is not leaving, even when sentiment was at its worst at the lows this summer they were still making 1M/day will only inflect up as bull market continues especially if pump mobile app is one of main onboarding funnels for retail

best consumer ai product by end of 2028

the pendulum swings

my guy 🫡

thread is right on this btw not the top until the zcash chart looks like the sandisk chart

crazy

simply sit on your hands in spot positions and do nothing

bottom's in now, Q4 we rip everything back to all time highs, hope you're positioned

bitcoin HTF chart is so bullish it's disgusting https://t.co/W9GBdlnAst

good article that aptly details the different options for choosing crypto investments & why you're either long businesses printing cash or non-sovereign SOVs, evan chooses $HYPE / $LIT / $PUMP & $BTC / $ZEC great general framework

ppl are so mad at this tweet that they're trying to community note it with my posts about shorts in May & June, which were very profitable btw everyone is sidelined, pain trade is up

the durability of https://t.co/Q426dayXKf as a business is one of the most underappreciated trends in crypto, consistently makes ~$10M/week even when there's competition from all angles

https://t.co/jZEKrPJtgf

mandate of heaven

don't miss @papertrade_xyz launch

higher for longer

welcome to the show https://t.co/Lcj2fBA1OK

stay viciously optimistic no matter what

@adamagb if youre 20 years old with 500k reading this go watch @ChrisCamillo not whatever this original post is talking about

euphoria and fear are two of the best signals i watch in markets - everyone euphoric + fully allocated → fewer buyers left - everyone panicking + selling → fewer sellers left - the hardest part is recognizing those emotions in yourself i’ve been caught on both sides of it too, when my own conviction starts turning emotional, i pay attention