Bitcoin_BULL_🐂 @lr9ry

2025 isn’t just another year, it’s the next chapter in defining the future of crypto. Read more in my letter reflecting on @okx’s 2024 milestones, innovation, and vision for the future: okx.com/learn/to-anoth…

“They should be scared.” John Bolton, the former national security adviser to Donald Trump, says America’s president would sell out Taiwan for a trade deal with China. Watch the full interview with @DSORennie, our Geopolitics editor, and see Mr Bolton dissect Mr Trump’s America-first foreign policy: econ.st/4rlbFKE

@Blyz_app Exciting to see Memecoin szn sparking broader adoption in the crypto world! Let's keep building together.

🌞🌞

@cryndexapp Comment 1:

Ethereum's Endgame: Why Credible Neutrality Beats Speed, with William Mougayar 51insights.xyz/p/ethereums-en… His thesis: The general-purpose L1 wars are over. Ethereum won. What remains is specialization, consolidation, and the infrastructure layer maturing into a $700B capital base. 🎧 Jump to the best parts (07:03) → The double-spend solution and programmable money: William traces blockchain’s lineage from 1990s Cybercash to Napster’s peer-to-peer revolution to Satoshi’s breakthrough, explaining why “if this, then that” logic with money attached changed everything. (17:05) → The first principles of blockchain: William argues that trust, decentralisation, and credible neutrality are far more critical than speed, explaining why institutions prioritise consistency and fairness over flashy performance metrics. (28:48) → Why Ethereum sacrificed L1 activity by design: The intentional shift to L2s wasn’t weakness—it was strategic expansion. “Ethereum is no longer just the L1. Ethereum is an ecosystem.” Why comparing Solana’s base layer to Ethereum’s base layer is intellectually dishonest. (34:40) → Debunking Solana’s narrative: DEX volumes, app revenue, L2 value extraction, capital turnover, and speed. William systematically dismantles each with data: Ethereum does 8.4B in DEX volume vs Solana’s 5B when L2s are included. Top 10 Ethereum apps revenue: $4B; Solana: $2B. (40:03) → A new valuation for blockchains: Why traditional metrics like P/E ratios and discounted cash flows fail to capture the value of public blockchain infrastructure, and why network effects and the flow of money are better indicators. @fiftyonexyz @marcb_xyz @ethereum

Michael @saylor at the Inaugural Bitcoin Treasuries Unconference

x.com/i/article/1891…

Think this summarizes it well. Alt season a la 2021 won't happen again. The only alt season will be in a selected few plays.

Allegedly someone just sent me this. +100% roi is first 45 minutes

Them: "You've been in crypto 10 years. You're so lucky. to get in so early!" meanwhile this is the gauntlet of failed ideas from 2015 we had to not get sucked into. sure Bitcoin and Ethereum were super early, but you still felt late just like you do now. So you did the same thing we do today: Go to lower marketcap coins and try to find value. so you buy DASH, the first Proof-of-Stake coin. Cleaner and less harmful for the environment than Bitcoin (and ETH which was also proof-of-work like BTC at the time). Nope. Dead in 2 years. Oh how about Bitshares, the first DELEGATED-Proof-of-Stake coin. I mean, nearly every blockchain still uses this tech today. NOPE! actually Ethereum is just gonna take that idea and use it so....dead in 2 years. No no how about FACTOM, new tech that's going to change how governments and corps store data FOREVER. nope, down forever coin. so looking back, there actually was no value. and I think there still isn't. stick with bitcoin and eth.

keyboard_arrow_left Previous keyboard_arrow_right Next

Most people think blockchains are only for crypto speculation. In reality, their strongest application is in enterprise adoption. Here’s a premium guide on how they work, why they matter ( + 6 projects building on them) 🧵

➣ Why does this matter in 2025+? I don’t believe the next big thing in blockchain adoption will be led by traders. Speculation brings attention, but it doesn’t bring longevity. Real adoption will come when:  → Banks begin issuing tokenized bonds at scale.  → Governments roll out digital identity systems to secure citizen data.  → Corporations leverage blockchain to optimize and secure global supply chains. I can proudly say Enterprise chains might not be so loud like memes , but they’re the reason blockchain is moving from hype to real-world adoption.

@lilwee0x68 @Paxos @withAUSD The kHYPE tokenomics are genius—70-80% locked in DeFi creates a stability layer while still allowing flexible yield strategies.

📊 Hyperliquid Daily Alpha — Sep 8 1️⃣ HL Core 📍All eyes on $USDH — HL’s native stablecoin proposal is live. Vote mid-Sep with 3 bids on the table: – @Paxos → fully reserved, 95% yield → $HYPE buybacks ($191M/yr if USDH replaces $5.5B USDC). – Agora @withAUSD → 100% yield buybacks, State Street custody, VanEck mgmt, $10M LZ liquidity. – @fraxfinance → GENIUS Act comp, 50% yield splits, eco alignment. Gov vote mid-Sep → could print $220M/yr, slash spot fees -80%, and set HL up to challenge USDC head-on. 📍In 24hrs - Defi TVL $2.465b - Fee paid $1.33m - Perps Volume $4.18b 2️⃣ Eco & Wins – @kinetiq_xyz: 40M+ HYPE staked (~$1.9B TVL), 70-80% in DeFi. PT-kHYPE now on Pendle (7.3% APY) + HyperLend onboarding instos ($20M PT-kHYPE). Swype brings kHYPE yield to 100M+ merchants. – @HypurrFi: new pooled loops farming 5x pts. – Buybacks: 30M+ HYPE burned → current $47 (+17% weekly), still under ATH $51. Analysts whispering $100 targets. – New infra: @ultrasolid_hl launches $usHYPE, yielding stakers + auto-discounts for Core traders. Vibes: HL feels less like a DEX, more like the financial backbone of crypto. With USDH + kHYPE scaling, the playbook is clear — raise your targets.

AlexK @0xalexk

10 months ago

📊 Hyperliquid Daily Alpha — Sep 5 1️⃣ HL Core 📍In 24hrs - Defi TVL $2.462b - Fee paid $2.89m - Perps Volume $9.396b - AF bought back 56,980 HYPE at $45.43 in the last 24h, while stakers pulled 26,644 HYPE. Net deflation loop keeps burning. - Validator vote underway to

6 2 6 2K 0

here's how I lost 10 SOL buying a coin 7 SECONDS before the dev sold and rugged it to 0 10 SOL > 0 SOL ALL LIVE ON STREAM! oh yeah and join @KantoLabs