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Read MoreAster’s volume looks a little sus
While everyone was addicted to watching Sora videos this week, $5.95 billion quietly slid into crypto ETFs. It’s one of the biggest weekly inflows ever, landing just as Bitcoin strutted…
Read MoreCould Robotics be the Next Wave?
Sponsored By The markets were brutal in September outside of a few trades like Aster and XPL. The good news is UPTOBER’s here. Basically, we have around ~15’ish years of…
Read More$54K for a cat pic? Hyperliquid says yes
Sponsored By HyperLiquid just dropped the Hypurr NFT collection. They airdropped 4,313 NFTs to early supporters of Hyperliquid and its HyperEVM. Mainly for people who participated in the platform’s “Genesis”…
Read Morethe HyperLiquid Killer is here?
The market should’ve pumped with the Fed cuts. Instead, crypto crashed. There are a thousand explanations. But here’s a funny theory: The SEC and Finra had reached out to >200…
Read MoreBase airdrop on the way?
The Fed finally pulled the trigger and cut rates. Everyone was expecting the markets to blast off. Except crypto didn’t get the memo and is ranging sideways. Some contrarians are…
Read MoreHyperLiquid’s stablecoin chaos
Charlie Kirk was shot dead yesterday. I’ve always avoided talking about politics in this newsletter. What stood out to me wasn’t the event itself. It was the reaction from this…
Read MoreIs Pokemon coming onchain?
Apparently, Democratic politician Newsom is planning a memecoin called “Trump Corruption Coin”. Forget polls, policies, and debate. If parties started to airdrop memecoins to supporters and battled it out through…
Read MoreFootball + crypto = gains
Kanye West launched a memecoin: $YZY It immediately hit $411M. But now it’s down >80%. Another celebrity coin, another slow grind to zero. Most of these extractions can be traced…
Read MoreCycle top or just another dip?
The co-founder of Story Protocol, Jason Zhao, announced he’s “stepping down”. Despite being a 3-year-old, $5.6B FDV project, it only generated $45 in fees yesterday. Crypto Twitter is pissed off…
Read MoreL1 Wars: Stripe joins the battle!
A Stripe engineer once joked in an internal Slack channel about “just building our own chain” to fix a payments bottleneck. The idea started as office humor, but leadership took…
Read MoreAave fires shots. Morpho fires back
I used to visit Las Vegas a lot. One night at blackjack, my friend had this odd habit…every time he won a hand, he’d slide a chip into his pocket.…
Read MoreState of the markets
August came in swinging. Trump’s back with more tariffs and the market’s feeling jumpy. I’m betting this month stays choppy. The Fed meets next month and we could finally see…
Read MoreThe next big consumer app?
$ZORA just did an insane 787% in the past 30 days. So, it’s easy to feel FOMO. But how do you know if there’s still run for it to run?…
Read MoreOutsmarting the market makers
The market’s been doing well the past few weeks. Hopefully you should start thinking about taking profits.Make sure you distinguish between short-term profits and long-term.Short-term = taking profits into stables.…
Read MoreCrypto’s “everything” app
The market’s heating up.Word is Trump might open the floodgates and start letting U.S. 401(k) retirement plans invest in crypto. Why does that matter?Crypto’s market cap is $3.9T.U.S. 401(k)s? $8.7…
