i will make (tokens with great fundamentals but not necessar | 0xkyle__ no Binance Square

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i will make (tokens with great fundamentals but not necessarily direct value accrual) great again
striking the right balance between meme and fundamentals

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@0xkyle__

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- worked / traded crypto for years - see the rise of stablecoins through 2022 - 2025 - spend 99% of your time apeing valueless tokens - but know, in your heart of hearts stablecoins are the best use case - second largest stablecoin IPOs, you KNOW that it's 25x oversubbed - largest stablecoin also likely won't IPO = de-facto leader - no other traditional comps ; evergreen narrative ; - also clear year where crypto started gaining immense traction on the traditional side - crypto superpac, trump regulation, no more gensler, btc companies, this is quite literally THE YEAR crypto started gaining immense momentum - knows tradfi is HUNGRY for crypto and not tokens - BTC PA confirms this vs alts; BTC listcos also confirm this ; all trading at premium to NAV - all existing crypto stocks also don't rightfully capture DeFi TAM - btc miners / exchanges / btc-cos all not the same business *surprised pikachu face when it 3x IPOs* i think what i didn't understand was like, how every crypto guy had a take that circle was making too little money and then proceeded to ape every vaporware of ai cycle, and the de-facto launchpad is now ico'ing for the same amount circle's IPO raised at IMO even if you don't understand the business, you kinda have to just buy some to support these guys right? them doing well quite literally validates the DeFi dream

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firmly believe that one of the crypto market's biggest inefficiencies are at play here - the green candle effect nvidia drove the AI wave in crypto; circle is up 3x on IPO and I see no stablecoin beta doing well; none qn is simple: who benefits from inc. stablecoin utilization?

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we're at the inflection point for tradfi into crypto, yet crypto sentiment has been the very worst this year has been - tradfi adoption of btc -> btc up only asset - tradfi starting to look into crypto businesses -> circle ipo 3x kinda sad really

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CRYPTO FIRM GEMINI CONFIDENTIALLY FILES FOR US IPO - RTRS

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post airdrop jeets out, chads in

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