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频道帖子
Repost from A’s alpha
gm

2
https://x.com/gkisokay/status/2102337328966668435?s=46&t=G-f7PWqROgW5EdxDP3hoDA Good write up, I think both can co-exist
64
3
Binance Invests $100M In Circle Equity: Filing
81
4
This run has been super strange in the trenches so far. We had a nearly $1B runner with $PONS, yet onchain new pairs are absolute hell. There hasn’t been a real meta in a while. It’s mostly random runners like Orbio or this JeanPhil coin. Everything else seems to be another AI-launchpad LARP or a random cat—endless PvP across 10+ coins, with maybe one eventual winner. It used to be different. A new coin would run to $20M+, create a clear meta on its chain, and you could research logical betas with realistic ceilings above $1M. Right now, the volume simply isn’t enough to support this many chains, launchpads, and daily launches. Add KOLs who either PvP the new runners or pump and dump them—and the sheep who blindly follow—and the whole market becomes extremely difficult to navigate. Hopefully, this is only the beginning of the run and the onchain environment improves. For now, I’m staying out of new pairs and continuing to hold my existing conviction plays.
87
5
ECB, EU central banks oppose stablecoin bank deposit rule — link
81
6
Some more confluence for a swing pivot.
Some more confluence for a swing pivot.
103
7
https://x.com/j777crypto/status/2102334237965775282?s=46&t=G-f7PWqROgW5EdxDP3hoDA
107
8
🪶 $DARK A gucci reversal back to ath...
🪶 $DARK A gucci reversal back to ath...
102
9
https://x.com/CryptoCapo_/status/2102328648351265050?s=20
https://x.com/CryptoCapo_/status/2102328648351265050?s=20
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10
没有文字...
124
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Achievement Unlocked: Crosschain King! 🔗👑 @DegenSeals has called a x2+ on 3 different chains recently 👁 View Call 1 👁 Vie
Achievement Unlocked: Crosschain King! 🔗👑 @DegenSeals has called a x2+ on 3 different chains recently 👁 View Call 1 👁 View Call 2 👁 View Call 3 📊 View Stats 😎 NEW: SpyDefi LIVE - FREE real-time feed of call alerts
116
12
$HYPE is so crazy because even though we are up a few Xs on that - the thesis is just getting STRONGER. Why? Because when the
$HYPE is so crazy because even though we are up a few Xs on that - the thesis is just getting STRONGER. Why? Because when the market goes up - more and more people are opening leveraged positions and use perps to trade ALTs (I'm not a fan, but it's a fact) The more ALTs pump -> the higher $HYPE's revenue go -> more buysbacks on $HYPE It's a simple flywheel that worked during the bear market ( $HYPE was almost always top 3 in revenue), so just think about the potential in the bull market? As I said many times on my pumpfun account, on my X and here on TG - $HYPE is one of my FAVORITE longs.
102
13
Solstice top holder
93
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YOLO time
104
15
$PONS listed on Bybit spot・
90
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bitch breakout
107
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solstice call me
110
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没有文字...
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fc ZEC
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https://x.com/hoeflator/status/2102295215948091533
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