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hm interesting observation on the back of tencent-nexon acquisition news - first pic $NXPC volumes on upbit yesterday - second pic $NXPC volumes on upbit today
hm interesting observation on the back of tencent-nexon acquisition news

- first pic $NXPC volumes on upbit yesterday
- second pic $NXPC volumes on upbit today
anyone know why $GRASS fell off a cliff this morning? nothing much on Kaito and X
anyone know why $GRASS fell off a cliff this morning? nothing much on Kaito and X
$ENA has $6B TVL and valued at $2B MCAP (0.33x mcap/tvl) $RESOLV has $350M TVL and just opened at $50M MCAP (0.14x mcap/tvl) one's more established than the other but ceteris paribus using the same metric - why shouldn't the latter trade higher?
$ENA has $6B TVL and valued at $2B MCAP (0.33x mcap/tvl)

$RESOLV has $350M TVL and just opened at $50M MCAP (0.14x mcap/tvl)

one's more established than the other but ceteris paribus using the same metric - why shouldn't the latter trade higher?
You can have no PMF and still make tons of money h/t data sources @coingecko @Blockworks_
You can have no PMF and still make tons of money

h/t data sources @coingecko @Blockworks_
1/ South Korea is pushing its first major crypto industry bill - a landmark move that could reshape the market structure. A couple things worth noting, will link the original article at the end >>
1/ South Korea is pushing its first major crypto industry bill - a landmark move that could reshape the market structure.

A couple things worth noting, will link the original article at the end >>
interesting dynamic on base rn - many of these charts look the same where they were <$2m few days ago and now multiple Xs up with cabals calling for way higher there's a couple of actions here: 1/ respect the cabal, spray and ape in (courtesy of $KTA; they were right, you were wrong) 2/ there's about 10+ runners on base and they all look pretty good - DYOR and choose 1-2 to focus on and size in 3/ stay sidelined and find the next gem earlier than the rest
interesting dynamic on base rn - many of these charts look the same where they were <$2m few days ago and now multiple Xs up with cabals calling for way higher

there's a couple of actions here:

1/ respect the cabal, spray and ape in (courtesy of $KTA; they were right, you were wrong)

2/ there's about 10+ runners on base and they all look pretty good - DYOR and choose 1-2 to focus on and size in

3/ stay sidelined and find the next gem earlier than the rest
many launchpads likely get renewed attention from pumpfun's TGE - anything else i missed that just came on radar besides these? @candledottv on sol @somethingco_ol on sol @TheArenaApp on avax @bankrbot on base
many launchpads likely get renewed attention from pumpfun's TGE - anything else i missed that just came on radar besides these?

@candledottv on sol
@somethingco_ol on sol
@TheArenaApp on avax
@bankrbot on base
Not touching SOL onchain for a while for 3 reasons: 1/ the average base AI agent team and product significantly stronger than on sol; largely from @virtuals_io being so active with geneses incubations and base foundation / jesse actively voicing support for projects - see $MAMO, $GIZA, $SOLACE 2/ hyperEVM heating up way faster than expected - increase in daily txns, onchain spot vols and new active addresses. primitives establishing themselves + new wave 2 of products being built. think the rotation will come more from sol than from base. 3/ and of course, pumpfun token would be a massive liquidity drain event for all other sol onchain tickers. goes without saying that this is the next-most anticipated launch since TRUMP on sol (and see what that launch did to hyped AI agent tickers back in jan). LAUNCHCOIN had a similar effect last month, to a smaller extent. happy to hear opposing thoughts
Not touching SOL onchain for a while for 3 reasons:

1/ the average base AI agent team and product significantly stronger than on sol; largely from @virtuals_io being so active with geneses incubations and base foundation / jesse actively voicing support for projects - see $MAMO, $GIZA, $SOLACE

2/ hyperEVM heating up way faster than expected - increase in daily txns, onchain spot vols and new active addresses. primitives establishing themselves + new wave 2 of products being built. think the rotation will come more from sol than from base.

3/ and of course, pumpfun token would be a massive liquidity drain event for all other sol onchain tickers. goes without saying that this is the next-most anticipated launch since TRUMP on sol (and see what that launch did to hyped AI agent tickers back in jan). LAUNCHCOIN had a similar effect last month, to a smaller extent.

happy to hear opposing thoughts
HyperEVM is blowing up - @LiquidLaunchHL routing is excellent and gets the best quotes from HyperSwap and Kittenswap. When is @DefiLlama's aggregator going to integrate with HyperEVM?
HyperEVM is blowing up - @LiquidLaunchHL routing is excellent and gets the best quotes from HyperSwap and Kittenswap.

When is @DefiLlama's aggregator going to integrate with HyperEVM?
Probably the most uncorrelated chart in all of crypto right now - MapleStory's unique active users layered against $NXPC price AMA
Probably the most uncorrelated chart in all of crypto right now - MapleStory's unique active users layered against $NXPC price

AMA
$NXPC circulating supply is distributed across a couple venues: BNB Chain, Avalanche, Henesys chain, CEXs, MMs. Float is presumably low, but as long as Avax >> Henesys bridge inflows (blue) outweigh outflows (red), the token sink gets deeper and true float gets thinner.
$NXPC circulating supply is distributed across a couple venues: BNB Chain, Avalanche, Henesys chain, CEXs, MMs.

Float is presumably low, but as long as Avax >> Henesys bridge inflows (blue) outweigh outflows (red), the token sink gets deeper and true float gets thinner.
The competition for pre-TGE community-centric launchpads is getting hot 🔥 > Sonar by @echodotxyz > Capital markets launchpad by @KaitoAI > Legion by @legiondotcc Make ICOs great again
The competition for pre-TGE community-centric launchpads is getting hot 🔥

> Sonar by @echodotxyz
> Capital markets launchpad by @KaitoAI
> Legion by @legiondotcc

Make ICOs great again
Metrics worth tracking for $NXPC: > UAA (unique active accounts) grew from 5k to 70k total in 2nd week of launch > UAW (unique active wallets) started at 10k per day, now just under 30k daily > Newly registered wallets hovering at 10-20k per day (tapered in early days of launch due to weak game retention which the team has addressed to change this week)
Metrics worth tracking for $NXPC:

> UAA (unique active accounts) grew from 5k to 70k total in 2nd week of launch

> UAW (unique active wallets) started at 10k per day, now just under 30k daily

> Newly registered wallets hovering at 10-20k per day (tapered in early days of launch due to weak game retention which the team has addressed to change this week)
Nexpace’s founder SY Hwang @TowelHolderA shared a vision for MapleStory Universe in a recent interview that’s been overlooked. 1/ a thread for those who don't know about @MaplestoryU's long-term vision, and that $NXPC IS the very token that powers the entire MSU ecosystem.
Nexpace’s founder SY Hwang @TowelHolderA shared a vision for MapleStory Universe in a recent interview that’s been overlooked.

1/ a thread for those who don't know about @MaplestoryU's long-term vision, and that $NXPC IS the very token that powers the entire MSU ecosystem.
$HYPE chart is a story of conviction and fundamentals. Pushing for ATH in a market where alts are far from new highs is impressive. Congrats to all who aped during that period of consecutive fud.
$HYPE chart is a story of conviction and fundamentals. Pushing for ATH in a market where alts are far from new highs is impressive. Congrats to all who aped during that period of consecutive fud.
🚨‼️ @0xryankim has been hacked on both TG and X. Please ignore any and all messages you may received from him in the past ~2 hours. Please remove him from any shared groupchats and do not engage with the account any further. ‼️
🚨‼️ @0xryankim has been hacked on both TG and X. Please ignore any and all messages you may received from him in the past ~2 hours.

Please remove him from any shared groupchats and do not engage with the account any further. ‼️
🚨🚨🚨‼️ @0xryankim has been hacked on both TG and X. Please IGNORE any and all messages you’ve received from him in the past ~2 hours. Please remove him from any shared groupchats and DO NOT ENGAGE WITH THE ACCOUNT any further. ‼️🚨🚨🚨
🚨🚨🚨‼️ @0xryankim has been hacked on both TG and X. Please IGNORE any and all messages you’ve received from him in the past ~2 hours.

Please remove him from any shared groupchats and DO NOT ENGAGE WITH THE ACCOUNT any further. ‼️🚨🚨🚨
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