Always Long

96% of users might NOT be eligible for zkSync airdrop. This is what I found out after 10 months of research and development on zkSync. And it's all comes with 1 key word: Paymaster A 🧵 x.com/zksync/status/…

@ellie_nfts @hyperbuilder_hl Love theese hoodie and the HL hat

Gmeow guys! My Hyperbuilder merch store is finally live: 👉 hyperbuilder-3.myshopify.com/collections/all Payment on Shopify: USDC (Solana) If you prefer to pay with USDC/USDT on other chains, please DM me on X. You can also place your order directly through me. If any item shows “sold out,” it’s likely due to regional shipping settings. Let me know, and I’ll manually calculate the shipping fee for you. Most items are currently available, except the Purr Blind Box, which is still in the production phase. If you’d like to get a Blind Box, please pre-order via the website or send me a DM. ⚠️ The maximum number of Blind Boxes will be 50. Since my customers come from both tropical and temperate countries, I’ve made hoodies, sweaters, and T-shirts with different fabrics to suit various climates. Details below: - T-shirt: For summer, 100% cotton, 280 GSM - Green Hoodie: For autumn, 100% cotton, 380 GSM - Red Hoodie: For winter, 96% cotton, 4% polyester (fleece-lined), 380 GSM - Black Sweater: For winter, 80% cotton, 20% polyester (fleece-lined), 380 GSM - White Hoodie: For autumn, 95% cotton, 5% polyester, 330 GSM I’m currently handling everything on my own: from production and QC to packing and shipping, so if delays happen due to order volume, pls ping me, I’ll prioritize your order! I might hire some one to help me with this very soon 🥲 Thank you so much for your patience and support 🥹 Any feedback would be greatly appreciated! 🙏 Much love. Ellie.

@ellie_nfts @SLTP_trade good opportunity

Good earning opportunity: $10k Trading Competition by @SLTP_trade 4 main reasons to join: - Any trader with $50k+ trading volume is eligible for the prize pool. Every trade counts! - Still early and not competitive at the moment, which means a bigger share of rewards. - You get 50% boost when joining through my invite link: app.sltp.trade/?referral=elli… - Super convenient UX so far. How to join? - Step 1: Connect your wallet & deposit funds via app.sltp.trade/?referral=elli… - Step 2: Trade at least $50k volume on SLTP How rewards are calculated: - $1 volume = 1 credit - Multiplier for positive PnL = 1 + ROI (if you close a trade with $100K volume and 100% ROI, you earn 200K credit) - User's reward = User's credit / Total credit * Total reward pool - Traders who join through my invite code "ellie1" will earn 50% boost ⏰ Deadline: Ends at 00:00 UTC, Dec 29 If you don’t know what to do this Christmas, this isn’t a bad idea :d Good luck & Merry Christmas! 🎄🎁

@monolith_fund Trump is playing hard mode

The US won’t drop tariffs anytime soon. Trump wants lower interest rates and will push hard to get them. But what happens to tariffs after that? No one knows. The Fed is expected to start cutting rates soon, which might soften the blow, but overall, the outlook is uncertain. The last time tariffs were this high? The 19th century—before globalization, when trade wars were literal wars. This is economic warfare, and everything now depends on how other countries respond. If we see deals like the ones with Canada, Mexico, and the EU, things might stabilize. But Trump’s playbook is clear: hit with extreme tariffs, shake up the global economy, then negotiate country by country to fix the trade deficit. Markets are reacting sharply to every tariff update. Yesterday, BTC jumped to $88K when Trump mentioned 10% tariffs, then crashed to $81K when the full scope became clear. Here’s what we expect next: • If countries retaliate with their own tariffs, BTC could further decline. • If key trade deals are reached, we’re looking fast recovery. It’s all about how the world responds.

@pumpdotscience the science part was good, tokenization part doesn't sound relate though. Looking for more science content :D

wtf is pump science and desci? are we a utility project? a memecoin? something in between? can the devs do something?! come down the rabbit hole anon, we want you to know the grand plan

@LineaBuild And the ticker is 👀

MemeSZN is coming.

@monolith_fund @solana send it higher

$SOL although heavily FUD-ed in 2022 and down 95% from top, SOL has now broken its ATH and is marked as one of the strongest Layer 1 this cycle. why has @solana shown significant strength, what is its current state, and will the price continue to rally? let’s find out 🧵 I. Solana Current Stats as we all know, the $SOL price is so strong, but does the price reflect what happens on the blockchain? we take a look at some fundamental metrics: 1. TVL since 2023, Solana's Total Value Locked (TVL) has surged from $200M to approximately $9.3 billion, marking a 47x increase. this significant growth in liquidity is not solely due to the general market uptrend. Solana's TVL market share has also gained 10x to reach 8% as of November 2024, indicating that funds from other blockchains have migrated to @solana. 2. Daily Transactions & Users currently, Solana processes approximately 571M daily transactions, 3x increase from its 2023 low. daily active users have surged to 37M, marking a 40x rise over the same period. all of this shows massive activity on @solana, which has been rallying since mid-2023 and hasn’t stopped. compared to the 2 largest Ethereum Layer 2, @Optimism and @arbitrum, daily transactions on @solana are 31x and 81x higher, respectively. DAU are even more striking, at 33x and 127x higher, respectively. this highlights Solana's massive stats relative to other networks. even more impressive is that $OP and $ARB are already considered among the largest blockchains in terms of TVL and users. 3. DEX Volume (vs others) since 2023, Solana's DEX volume has continually surged, surpassing Ethereum in January 2024 and now reaching an ATH at 3x volume on @ethereum. while bots and inactive accounts can inflate metrics like daily transactions and user counts, DEX volume accurately reflects genuine network activity. this significant increase indicates that @solana outperforms other blockchains in the current cycle. notably, Solana's DEX volume has exceeded Ethereum's ATH from the 2021 cycle, and with the altcoin season just beginning, this metric has the potential to rise even further, as most of DEX volume is driven by altcoins. 4. Fee Generate @solana is also the leading chain in daily fee generation, surpassing @ethereum multiple times in 2024. this is wild, given that Solana has only 183 protocols, with $8.8B TVL, compared to Ethereum's 1,230 protocols and $64B TVL. even for a notable chain like @0xPolygon, Solana generated fee is 190x higher. overall: @solana is clearly outperforming all other blockchains this cycle in terms of liquidity, user activity, and volume. this makes $SOL's price surge reasonable and well-aligned with its strong fundamentals. however, you might wonder why $Solana has achieved such parabolic growth in these metrics. why $Solana and not any other blockchain? below, I’ll outline the key reasons that make Solana stand out 👇 II. Why Solana? 1. Solid Community the foremost reason @solana has reached this point is its community—not just retail users chasing hype, but its dedicated builders. even after facing heavy FUD in 2022, being delisted from @RobinhoodApp, and losing backing from a major VC, many teams continued building on Solana. a glance at Solana’s @github repository commits shows consistent developer activity over time, underscoring this commitment. → this is largely due to the strong support from the @SolanaFndn. consistently organizes events like Solana Hackathons, Hacker Houses, Breakpoint, and educational boot camps to empower builders, even during tough market times. these efforts have resulted in parabolic growth in project submissions and funds raised. → there are also ecosystem-led groups like @superteam, @mtndao, @MetacampDAO, and @Gen3Network, which guide builders within their regions. notably, Superteam operates across 8 countries. such extensive and structured support for builders is rare and can only be compared to @ethereum. 2. Memecoin Craze throughout this cycle, we can all agree that the sector with the most attention and highest performance is definitely memecoin. and @solana is the blockchain of memecoins. few reasons can be: a) blockchain of leaders: if you ever tried to list out the biggest meme winners of this cycle, you would think of $WIF, $BONK, $POPCAT, $PEPE, $GOAT … it's obvious that most of them come from Solana. that’s why people go for Solana when they are looking for the next big thing. b) @pumpdotfun the best Product Market Fit of this cycle, it has completely transformed the game of memecoin, becoming the most popular dApp service for memecoins across all blockchains. it contributed a lot to onboarding both web2 users and users from other chains to @solana. look at this chart, you can see that since pump.fun launched, it has created more memes than all other services ever before. and not just activity, It also created a unique value-capture model for Solana. given the top weekly revenue-generating project, pump.fun is the only Dapp that got in the top 5, with others being giants in the crypto space. imagine 1 single Dapp on Solana generating more rev than the whole of Ethereum. c) culture culture is something that cannot be forked, and on Solana, the culture of "degens" aligns perfectly with the nature of memecoins. think back to when people would simply post their wallet addresses on Twitter to fundraise for a meme coin—completely unreliable, yet it raised millions of dollars. this level of trust and engagement can only exist in a community with a strong culture. we’ve seen multiple forks of pump.fun on $BNB, $ETH, $ARB, $TRX, and others, but none of them succeeded. even with support from big names like @justinsuntron and hundreds of millions of dollars in funding, the meme hype on @trondao only lasted a week. this highlights just how difficult it is to replicate Solana's unique culture. 3. Massive Airdrop while most other chains rely on native token airdrops to attract users, $Solana takes it a step further. during the tough market conditions of late 2023 to 2024, Solana projects distributed massive airdrops and listings, with some Dapp average earnings reaching up to $15,000—an impressive amount even in a bull market. this strategy has successfully drawn a significant number of users to @solana. 4. Institutions Support @solana has garnered significant attention from major traditional institutions, not only enhancing its reputation but also fueling speculation around $SOL. notable events include: - @Visa choose Solana for USDC stablecoin settlement - Solana collaborates with Google Cloud's BigQuery - Supported by @CathieDWood, CEO of @ARKInvest - Solana Pay Integrated into @Shopify - Franklin Templeton plans to launch a money market fund on Solana. - Securitize, backed by @BlackRock, announced that it will add native support for Solana. III. Future View with all the analysis above, it's clear that Solana is the chosen Layer 1 of this cycle. this is reflected in $SOL's price, consistently outperforming other assets throughout the year. at this point, $SOL has broken its 2021 ATH, leading some to feel it’s risky to buy now, as the price seems far removed from the ground. In our view 👇 $SOL will climb much higher. historically, coins with the strongest relative strength from the start of a cycle tend to maintain that strength until the cycle's end. in 2021, when $ETH broke its 2018 ATH, many thought it was already too high. yet, to everyone’s surprise, $ETH went on to do a 3x in just 3 months. Some of the core reasons: a) fundamental: as $BTC keeps going up and alts season comes, the metrics on Solana will keep rallying further, triggering speculation on $SOL compared to $ETH. at this point, we don’t think any other blockchain can beat @solana anymore in terms of fundamental growth. b) low valuation: despite all the stunning metrics, Solana is still currently sitting at a valuation = ¼ of Ethereum. the chance for $SOL to flip is hard, but if for example, Solana evaluated just half of Ethereum, and $ETH got to $5000 this cycle, it would make $SOL $678, 2.8x from current price. which seems feasible. c) expectation: @bitwise, @21Shares , @CanaryFunds, and @vaneck_us have filed applications to launch SOL ETF. if approved, this could be a huge catalyst for Solana, similar to how the ETF did on $ETH. even if it’s not approved, it will still raise expectations across the market. Risk: some might be concerned about SOL’s inflation rate, with rumors suggesting a 20% annual emission. however, the actual rate is just 5%–6% per year. with the current market cap, this equates to around $6B annually, while the daily trading volume is already $7.8B. considering this, we don’t see inflation as a significant risk. End of this tweet. research conducted by @monolith_fund team. full version of the analysis here: docs.google.com/document/d/183… thanks for reading this far!

P/S: this write is kinda conservative, as it's been a while since the last time i'm interested in a tech coin, given their poor performance over the past year. However this boy might deserve more bullish.

sorry for not creating a shorter thread on Twitter. I’m not currently focused on marketing or building an audience; just wanna share my thoughts somewhere online. So if you want some logic, read the full blog. Or TLDR: Buy $GRASS, close the trading screen, and go touch grass.

I've always had no doubt that this cycle belongs to memecoins, but this decade? It belongs to AI. Sooner or later, people will be talking about AI all over again, with $GRASS positioned as one of the leaders. An analysis on $GRASS 👇

Good advices here. That last one’s probably the best for young people in the space. With $BTC hitting ATH today, I’ve decided to do less trading and just hold my convicted bag. Means I’ll have more time to write and share my thoughts instead. Coming soon.

If you can't hold, you won't be rich.

No bro. $popcat = Abraham Lincoln This cat will change the history.

While it may seem like the SUI Foundation is selling at first glance, that’s far from the truth. They’re actually decentralizing ownership to the community via Binance orderbooks, ensuring the network remains as permissionless as possible.

Did I make money on $SOL? No. Did I make money on memecoins? No. But did I stick to my system, avoid FOMO, and make money trading $BTC and $ETH? Also no.

we are so back

interesting, brand new model

so bearish and bullish at the same time. I choose to be bullish however.