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Bonk Eco continues to show strength amid $USELESS rally
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Pump.fun to raise $1B token sale, traders speculating on airdrop
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Boop.Fun leading the way with a new launchpad on Solana.
Vishal Kankani
Investing @multicoincap to enhance human & machine coordination.
opinions are my own / not a solicitation / not an offer for investment advisory services
One thing will be clear to everyone in crypto in 6-18 months.
1. Financial engineering is useful when done right
2. Financial engineering almost always is abused
3. The entire business model of Wall Street is to collect fees for facilitating risk transfer between two willing counterparties
4. The only religion of Wall Street is to collect fees
5. All the criticisms of the crypto industry apply to Wall Street because this time the bubble will be created by Wall Street
6. This is the only way because crypto rails are the future of Wall Street
The end.
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exchange balances: near all time lows
daily etf flows: in ten figures
short liquidation wicks: getting nastier
is this sell-side liquidity crisis in motion?
14.7. klo 11.49
$1.3 BILLION IN SHORTS were liquidated in less than 60 seconds.
Bitcoin skipped straight past $120k and went directly to $121k.
At $2.39 trillion, Bitcoin is now officially larger than Amazon, and is the world's 5th largest asset.
Remember this day.
3,23K
The year is 2025, and in crypto we still think a leading non-sovereign store of value needs to provide yield. This is objectively wrong. Look at gold and art -- neither provides yield and by far they are the leading non-sovereign store of value. In fact, I'd go as far as saying that no yield is a feature -- not a bug. Hence, bitcoin and gold stand on their own.
9.7. klo 02.55
As ETH demand grows, it’s positioned as a SoV that can take share from legacy assets
Like gold & BTC: scarce, censorship-resistant
But it has yield
Americans hold $25T in dividend stocks vs. <$1T in gold
ETH & BTC may both disrupt legacy SoV (US treasuries, gold, real estate)
6,02K
We are in the most boring and me too phase of crypto. We are in the putting New York Times online phase of crypto.
This might sound contrarian but putting stocks onchain is an obvious step that doesn’t have any margins.
The most exciting and truly disruptive phase of crypto will start once crypto twitter moves past the stage of seeking validation from big name incumbents.
That magical phase of crypto would combine truly internet native assets (not RWAs), permissionless creation of such assets by anyone, and p2p electronic exchange of payments. No off-ramps required.
9,29K
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