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All of crypto Twitter watching @JamesWynnReal long 4000 BTC waiting to buy his liquidation

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Shadow Quantitative Easing Liquidity breaking out US China deal finalized Solana ETF SPY futures up SOL CME futures volume ATH You couldn’t dream of a better set up

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Equity secondaries that trade OTC suffer from an access problem 99% of people onchain can’t access them readily and are willing to pay a large premium for shares of @SpaceX @AnthropicAI or @anduriltech Once on crypto rails secondaries become composable and friction decreases

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People who sold their coins

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.@armaniferrante appreciation tweet One of the founders that is able to fully understand the big picture and execute relentlessly on the minutia @Backpack launched perps in January and now does $500m in volume on a Sunday with no incentives Much much more coming… Stay tuned

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So now, pump is competing with an actual casino @luckio which is reported to be spending 6 figures per month per creator The streaming business itself is quite unattractive outside of Douyin in China (from Bytedance) which has engagement rates of >85%, 600m DAUs and monetizes via micro transactions For @Stake, @KickStreaming is a loss-leader to allow content creators like @Trainwreckstv to stream gambling content Twitch was acquired by Amazon A stand alone streaming service has proven to be an unattractive and unprofitable business without a casino or microtx layer to monetize audiences Will creator coins and user generated assets be the hook? Only time will tell

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