In web3, many metrics don't translate directly to valuation. That's why people are often surprised by disconnects - e.g. high payment volume, low TVL, low FDV
In the traditional web2 model, being an intermediary can be very profitable. In addition to the take from facilitating asset swap, they are paid for providing convenience/safety or by monetizing customer data/relationship
In web3, chains are paid minimum gas fees. Their valuations are derived from the value of the assets at work. Being an exceptional medium of transfer/exchange gets customers through the door. But it's the secondary offerings that keep the customers, and their assets, active on chain
Bridge flows always tell the real story.
In the last 24 hours, $ETH led with strong net inflows, followed by Polygon, OP Mainnet, and Hyperliquid.
On the flip side, Unichain, Base, and StarkNet saw the largest outflows. Money moves where confidence lives and right now, that confidence is flowing back into ETH and its closest challengers.
Conduit raises $36M in a Series A funding round
#Conduit secures $36M in a Series A funding round co-led by Dragonfly and Altos Ventures, with participation from Sound Ventures, Commerce Ventures, DCG, Circle Ventures, Helios Digital Ventures, and Portage Ventures.
Conduit is a financial technology platform that streamlines international business payments by offering faster, more affordable, and transparent cross-border transactions.
👉 x.com/ConduitPay/status/1927734814343385303
Kemarin gw baru aja makan siang sama the legend @bizyugo
As usual I’m looking for his advice / alpha, dan dia bilang sejauh ini belom ada upcoming launch yang sebagus @HyperliquidX
Dan biasanya di tiap cycle, hanya ada 1-2 project aja yang bisa jadi jackpot. Karakteristiknya:
1. Good project, makes revenue. Bisa ngga ini jadi product market fit
2. Fair launch, fair tokenomics, and community first. The only way to get token before launch is to use the product itself.
3. No VC, jadi fdv mcap nya pas launch itu fair bisa naik, gak dilluted tiba2 launch uda $1b fdv gara2 divalue sama VC. Jadi even kalian beli pas mereka launch pun masih terhitung early
Prev cycle ada $YFI, dia ride dr airdrop sampe 50k, this cycle ada $AERO dan juga $HYPE yang dia juga ride dari sejak airdrop.
So the challenge right now will be, apakah kalian bisa cukup sabar di peak sampai bear market nanti? Tetap locked in di winter to find the next alpha? Karena lu hanya butuh 1-2 project aja di tiap cycle untuk bisa bikin networth lu loncat jauh.
Hats off buat @bizyugo ! Satu2nya orang yang gw kenal in-person yang starts from literally 0 sampai dia punya networth 9figs USD, tanpa pernah jadi KOL atau ngejual apapun. Ilmu DeFi nya second to none.
Kalau ada yang bilang 'undang podcast dong', Percayalah, gw masih mencoba membujuk dia untuk mau on-cam 🤣🤣
Tapi tenang aja, gw orangnya pantang menyerah kok.
🧠 MEMECOIN MARKET COOLDOWN? 📉
We just saw a -5.59% drop across the memecoin sector, with top names like $BONK , FARTCOIN, PENGU & $WIF leading the losses. Is this a dip to buy or the start of a deeper correction? 🤔
Here’s the TL;DR 🧵👇
🔻 Liquidity is flowing out of altcoins into Bitcoin, which is still holding above $100K. The Altcoin Index is sitting at 26 – low liquidity = weak moves.
💸 Memecoins pumped 17.6% last month, now they’re nearly flat – just a +2% gain in the past 7 days (mostly in the last 24h).
📊 Quick token breakdown:
• $BONK – Sitting on an ascending support. Could bounce again 📈… or break down to $0.00001405 📉
• FARTCOIN – Bullish fractal forming. If support holds, next HH (higher high) coming?
• PENGU – Consolidating in a triangle. Weak volume = no breakout yet
• WIF – Might rally short-term, but BBs show a possible 41% drop coming if resistance holds 🚨
👉 TL;DR: Memecoins ain’t dead, but the smart money is cautious rn. Watch key levels. Volume is king. Don't ape without a plan.
DYOR & stay sharp fam 🧠⚡️
$TRUMP RELIEF BOUNCE IN PLAY BUT STILL UNDER PRESSURE!
$TRUMP is trading at $12.71, down -0.63% on the day. After sliding from the 24h high of $13.07, price found temporary support around $12.65. The current bounce looks promising, but $12.80 remains the key level bulls must reclaim to shift short-term momentum.
Key Technical Levels:
• Immediate Resistance: $12.80 – $12.90
Sellers have capped recent rallies in this zone. A break above $12.90 could send price toward $13.10–$13.30.
• Strong Support: $12.58 – $12.65
Price bounced cleanly here, forming a short-term bottom. A breakdown below $12.58 may lead to a sharp drop toward $12.30.
Trade Setup:
Bullish Scenario:
• Entry: Above $12.80 with strong confirmation
• TP1: $13.00
• TP2: $13.20
Bearish Scenario:
• Entry: Below $12.58
• TP1: $12.35
• TP2: $12.10
Stop-Loss Levels:
• Longs: Below $12.64
• Shorts: Above $12.82
TRUMP is attempting a recovery, but the rally remains capped below $12.80. Bulls need a decisive move above that level for a confirmed breakout. Meanwhile, losing $12.58 could open the door to further downside.
#BinanceAlphaAlert
#BinanceHODLerSOPH
#BinancelaunchpoolHuma
{spot}(TRUMPUSDT)