BlueFin hit $1MM+ in monthly revenue. It’s now #1 on Sui and # 61 overall.
Top revenue protocol sitting at $30M mcap seems mispriced > it’s become the home for core DeFi in Sui.
What am I missing?

I haven't use Facebook actively in like 12 years. Man, it would be nice to have a facebook that wasn't crap where i could connect with my friends / stay up to date. what happened? whats next?

Every few weeks the hopium addicts crawl out with “rate cuts soon” like it’s some secret the market forgot to price in.
There’s been zero signal. The only legit cut chatter has been September and even that’s been on thin ice all year (improving tho).
Take your pills and relax.

Imagine being an Ordinal artist and you sell out a collection.
You tell people you believe in Ordinals and Bitcoin.
But you buy no one else’s art and you sell all your BTC for $40K.
So that $200K mint would now be worth $600K.
Anyways lol. Larps everywhere.

You’re not successful until you get sued.

There is no free lunch.

Risk Curators are going to get commoditized within a year.
Same with liquid funds charging 20-30% on private LP deals when all they need to do is arb basic, risk free strategies.
Everyone is going to get arbed. Depth for volatile pairs will increase as people look for yield.

My nephew called Labubu mid. He’s 10. Are we cooked chat?

For the last three days, the number of tokens on Base have exceeded Solana. Zora leads both Bonk and PumpFun.
I find it curious the same people who often use this metric to tout Solana aren’t talking about Base.
Anyways the trenches are dead. Good memes dying.

CT pretends to understand market, opine on the Fed and digest metrics released.
Basically sell before anything happens. Buy back higher and say your assumptions were confirmed.

I have never understood the fame and fascination of Faze Banks. I probably never will.
But I think crypto and society in general would do much better if it stopped making ppl into messiahs. Yall fall head over heels for attention and validation.

Had the pleasure of meeting @Pons_ETH today — sharp on the timeline, sharper in person. Excited for his vision with @xeetdotai: finally, a blend of common sense and attribution in a space flooded with noise.
Firstly, I don't pretend to be an expert but I worked in social media addvertising and then programmatic ads at tech firms in SF for a few years -> brands like Dollar Shave Club, SuperCell, Toyota, Halo Top etc.
I have a few thoughts:
- Online advertising is brutal
- Declining margins
- Attribution is nearly impossible.
- Web3 marketing is a mess
- Most “Web3 agencies” and KOLs are just fl

So what happened to ETH TCOs today? I am curious if the market thought one of many things:
- We can just buy spot it’s readily available and it wasn’t for BTC/Saylor in 2020
- No one has the charm and financial engineering prowess of Saylor
- None of these companies have been able to do accretive raises like Saylor
- Wall Street got hot too fast and this is a bit of chop before up only
- there are too many of them
- just a red day and so they sold of multiples
I have my answer but curious what others think. Generally with eth breaking highs these guys have been down last week or so after pe

So Hashmasks are a thing again?

ETH is the only chain that over a long term time horizon has shown actual collectors of art at scale.
Best community for it. Full stop. Don’t @ me. If you disagree you’re naive or arrogant.