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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.

Cosmo Jiang
Investor - Digital Assets |
GP + PM @PanteraCapital | Founder @novariverxyz |
Opinions are my own, not investment advice
Time for Main Street to get introduced to the exciting DeFi innovation, starting with something they understand - stablecoins and DATs
TLGY > USDE

Ethena Labs21.7. klo 21.25
StablecoinX Inc. @stablecoin_x has announced a $360 million capital raise to purchase $ENA and will seek to list its Class A common shares on the Nasdaq Global Market under the ticker symbol "USDE", which includes a $60 million contribution of ENA from the Ethena Foundation
Equity markets will now have direct access and exposure to the most important emerging trend in all of finance:
The growth of digital dollars and stablecoins.
To bootstrap its acquisition strategy, StablecoinX Inc. will use all of the $260 million cash proceeds from the raise (less amounts for certain expenses) to buy locked ENA from a subsidiary of the Ethena Foundation.
Starting today, the Ethena Foundation subsidiary (via third-party market makers) will use 100% of the $260 million cash proceeds from the token sale to strategically purchase $ENA across publicly traded venues over the coming weeks, further aligning the Foundation’s incentives with those of StableCoinX shareholders.
The planned deployment schedule is approximately $5m daily from today over the course of the next 6 weeks. At current prices $260m represents roughly 8% of circulating supply.
Importantly, the Ethena Foundation has the right to veto any sales of $ENA by StableCoinX at its sole discretion. Ideally, tokens will never be sold with a sole focus on accumulation.
To the extent StableCoinX subsequently raises capital with the intent of purchasing additional locked ENA from the Ethena Foundation or its affiliates, cash proceeds from those token sales are planned to be used to purchase spot $ENA.
StableCoinX's treasury strategy is a deliberate, multi‑year capital allocation strategy that will enables StableCoinX to capture the enormous value of the secular surge in demand for digital dollars while compounding ENA per share to the benefit of shareholders.
1,12K
HYPE DAT is particularly interesting from the perspective of (a) opening up access and (b) bringing awareness to Main Street + TradFi
Opportunity to do so with TradFi legends having grown up in FIG banking is a privilege @rediamondjr @dschamis
Excited to go live with @paradigm

Flood14.7. klo 19.34
Important concepts to consider when evaluating the bullish impact of Treasury Vehicles/Listcos.
The larger the raise, the more accessible and “real” the vehicle becomes. There are substantial ($7-10mm) costs operating a public company that make vehicles under $100mm very impractical due to fee drag. Share dilution due to sponsor/warrants of 20% on this vehicle while sounding like a lot are actually CHEAPER than a $60mm vehicle that has 0% dilution due to the costs associated with operations.
Many fund managers have mandates that only allow them own securities that have over say, $1B market cap. They have additional constraints that only allow them take a position that is no more than 5% of the daily volume.
This HYPE vehicle is one the best I’ve ever seen, with extremely credible TradFi people on it as well a top tier crypto funds. No matter how you look at it, it’s exceptionally bullish.
The $583mm HYPE locked up from potential sellers, the $305mm bought on open market, and this vehicle being the only realistic way that normies can get access to Hyperliquid.
Insanely bullish.
948
Tokens with fundamental value (“revenue” meta for CT) are outperforming tokens without revenue by ~15% this year on average

Arthur0x dot ETH9.7. klo 13.33
The relative strength of crypto with concrete value capture like HYPE, AAVE vs dozens of L1/L2s that continue to trend down is one of the best things that have happened to crypto this year.
5,48K
Being a strategic partner with the inimitable @fundstrat is pretty exciting for us on behalf of our LPs
Joint webinar with Tom later this week for those interested in learning more about what @PanteraCapital is doing on DATs

CNBC30.6.2025
Wall Street strategist Tom Lee is aiming to create the MicroStrategy of Ethereum
7,32K
WLD is one of the most ambitious protocols and is a great case study of the blockchain's unique attributes that enable our AI-integrated future
@worldcoin @tfh_technology @alexblania @sama

Pantera Capital25.6.2025
In a world where AI agents and AI-generated content are ubiquitous, how will we distinguish what's truly human?
@worldcoin is building the identity layer for the AI age—privacy-preserving, global, and onchain.
@cosmo_jiang & @0xhopydoc unpack our thesis:
17,32K
World is one of the most ambitious protocols and is a great case study of the blockchain's unique attributes that enable our AI-integrated future

Pantera Capital25.6.2025
In a world where AI agents and AI-generated content are ubiquitous, how will we distinguish what's truly human?
@worldcoin is building the identity layer for the AI age—privacy-preserving, global, and onchain.
@cosmo_jiang & @0xhopydoc unpack our thesis:
204
GPTR (insider sales) is one of the first Bloomberg shortcuts any HF analyst worth their salt checks
This is only v1, more to come from @blockworksres @smyyguy @_ryanrconnor

Brian19.6.2025
Main item missing from @blockworksres transparency dashboard: Disclosure of team/investor/insider token sales
Hard problem as you need to protect individual anonymity but aggregate information would be awesome (zk magic?)
1,45K
GPTR (insider sales) is one of the first Bloomberg shortcuts any HF analyst worth their salt checks
This is only v1, more to come from @blockworksres

Brian19.6.2025
Main item missing from @blockworksres transparency dashboard: Disclosure of team/investor/insider token sales
Hard problem as you need to protect individual anonymity but aggregate information would be awesome (zk magic?)
174
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