As $ETH is hovering near $3K, $BRETT looks ready to send for new local highs anytime soon!
→ Survived the dips while others vanished → Kept showing up onchain and IRL → Hosted events, made impact, built real community → Still leading the culture on BASE
$ETH looking really hot.. many would say its about time but feels like there’s a new headline every 30 minutes...
Some stats for you guys:
→ 34.6M ETH staked (~$90B), 28% of total supply — new ATH → Price action: +6.5% daily move, +4.5% monthly → 7 weeks straight of net inflows → $815M into ETH ETFs in just 20 days → YTD inflows flipped positive at $658M
Narrative is clearly shifting from speculation to real strategy. Vitalik & foundation have been doing something for sure behind the scenes.
Ethereum is finally cementing itself as the programmable asset of choice for institutions.
The gap between Web3 protocols and Wall Street has felt unbridgeable for years.
But @Mixie_AI might’ve just cracked it a bit.
→ Acquired by Netcapital, a NASDAQ-listed firm → AI-powered Web3 game engine with live use cases → Public markets exposure without sacrificing decentralization
Not because they didn’t raise enough. But because they:
→ Over-optimized for optics, not retention → Built tokenomics without real pmf → Never found true user-product-token sync → Chased a bull thesis that faded fast
Caught up with the @Mixie_AI CEO @MatthewMorgan23 in Vegas - and I’ll admit, after that conversation, I’m even more bullish on where this is heading.
I’ve always believed that founders with real Web2 credentials tend to build more sustainably in Web3.
The professionalism, structure, and execution mindset often make all the difference - and this team reflects that. The CEO is also an advisor to both $ZIG and $WLFI … so I’m not surprised I’m diving back in again - even now at a $14M MC.
The Mixie team has a proven Web2 background and they’ve built out dedicated verticals across media, community, and gaming - this isn’t a one-man show, it’s a coordinated execution machine.
AI × Gaming play… excited to see what they’re cooking next.
So @pumpdotfun raising $1B at a $4B FDV is not just a flex - it’s a mirror of our industry rn.
The market rewarded it because it showed clear product-market fit.
Was it good for the space? Maybe not. But was there demand? Absolutely. And that’s all the market cared about.
→ 11M tokens launched → $700M+ in revenue → Everyone clicked “Buy” → Most knew they’d lose
Nobody was forced. We chose the chaos. Degens got their dopamine, the app got adoption, and VCs took notice.
So now the real question: what’s next?
→ With that kind of raise, they could build their own L1 or L2 → They might leave $SOL entirely → Would Solana survive another mass migration like this?
We’ve seen it before - Solana lost DeGods, y00ts, Helium, even Magic Eden to multi-chain narratives…
But PF wasn’t just a project. It became the engine for an entire meme cycle.
And that raises a deeper reflection:
→ What kind of product do we reward as an industry? → Are we comfortable that the most adopted app is one built on extractive mechanics? → Does short-term PMF justify long-term trust erosion?
Yes, capitalism wins. Yes, markets don’t care about ideology. But ecosystems should.
Because when the music stops and the casino closes, what’s left?
→ For builders: don’t just chase PMF - build enduring value. → For Solana: this is a reminder. No app is too big to walk. → For the space: if we keep rewarding extraction, we shouldn’t be surprised when builders take the loot and leave.
Let’s build better incentives, not just better exits.
Expecting some dumps across solana based tokens for the weeks to come until this launches... and invest thoughtfully if you are going to...
Web3 is decentralized — but we’re not disconnected.
To all devs, traders, founders, investors, and every community member grinding hard: let’s normalise taking a pause without guilt. Check in on your people. Check in on yourself. You’re building the future, but don’t forget to care for the present you.
This Men’s Mental Health Week, remember: your brain is your greatest asset. Markets can crash, but your value is rock solid. Let’s BUIDL something stronger — starting with each other!