Louco como o espaço das stablecoins se movimenta rápido. Há um ano e meio, ninguém confiava em nada além de USDC e Tether. Agora você tem USDe, Plasma, um milhão de novas stablecoins via Pendle, projeto de lei sobre stablecoins, Ripple/COIN circulando Circle, bancos formando equipes de ataque para ir à guerra com a Tether
Seekr is clearly the Apple of Solana. In fact it was so unprofitable when they tried launching it due to lack of demand they were likely going to wind it down until Bonk and other airdrops started subsidizing the cost.
Pessoas perguntando sobre a temporada de alt como se não tivéssemos pontes e L1s indiferenciados lançando a 20B FDV, então mesmo que eles caiam 90%, os investidores ainda têm 2B FDV para vender
With the vote last night in Genius bill, interesting that the biggest donors behind the massive crypto Super PAC is Coinbase, a16z and Ripple. The first and third I could have guessed. Surprised to see Circle not up there or Barry.
Everyone always makes memes about how much Saylor owns when the more interesting question is besides the USG how much sovereign ownership of BTC exists. Wonder how much China, NK or Russia has stockpiled esp with the role of sanctions.
Reflecting back, I think one of the hard parts for me this cycle was initially started off with narratives like AI like Tao, restaking (Pendle), DeFi in Solana but then memes dominated which have no tangible value so as a result could rocket or bleed. Technicals, mindshare and KOLs mattered a lot more. As a result people either played that game or stuck to majors
Raydium got hit with the double whammy of now needing to compete with Pump fun with launch labs but also SolFi taking up a bunch of stablecoin volume as well