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tojo
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Clarity will pass
Crypto will skyrocket
The hyperbubble is near
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Tokenized equities
create fresh global retail demand
If you thought stables
were popular outside the U.S.
Can you imagine
US equities?
Whatever your S&P target,
It’s too low
The Kobeissi Letter@KobeissiLetter
Shocking stat of the day: Adjusted Stablecoin volume is projected to reach $719 TRILLION by 2035, according to a new report from Chainalysis. This projection is assuming organic growth alone. When factoring in macro catalysts, Chainalysis says this figure could approach $1.5 quadrillion. In fact, Stablecoin payment volumes are on pace to match Visa and Mastercard’s off-chain transaction volumes somewhere between 2031 and 2039. This comes amid a massive shift toward Stablecoin infrastructure, with Western Union, $USDPT, Fidelity, $FIDD, Meta, and many other Fortune 500 companies preparing launches. The ecosystem is also evolving, such as Jupiter's $JUPUSD, which returns yield back to the ecosystem and has been attracting large inflows. Stablecoin adoption is skyrocketing.
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i see no reason to use swiftui since i can delegate all the uikit boilerplate to agents and still deliver screens like this in under 2 days
SIP@spottedinprod
pool · screenshot intelligence by @_poolday_
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@jon_charb Hyper liquid is in most respects everything wrong with crypto
Founder literally fled his home country to build
Openly facilitates crime and terror
Closed source
Permissioned
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absolutely elite research
HIP-3 Silver perps are delivering tighter spreads & better execution for retail than CME/COMEX Micro Silver futures, and Hyperliquid is open 24/7
imagine being bearish crypto when we're just starting to beat tradfi at their own game
Hyperliquid
shaunda devens@shaundadevens
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@GalleonCrypto ive also just been seeing it around. but didn’t look into what it actually is / means until yesterday
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@0xTojo Oh yeah I agree. Just think its been on my feed so people are aware
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@cz_binance @frankdegods brother it's taking me a very long amount of time to use the sol deposit fn
whoever is part of this team, DM me, you need to fix it
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everything is moving onchain (sec project crypto). long the venues that will let you trade and own everything permlessly. there's room for a second best
hyperliquid.
tojo@0xTojo
late given current euphoria, but fundamentals remain strong early binance but decentralized l1 premium positioning not listed on t1 cexs currently only capturing arbitrum liquidity 2b is still low compared to uni's 7b for a platform targeting a more profitable market segment
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@frankdegods i did this and it took 45 minutes. bnb only if you dont want to be left thinking your funds evaporated
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maybe this version of icm is just not for trenchers. average hold time is what it is because this is a casino ser
asking degens to become patient vs finding the people who are already patient but currently locked out of early-stage investing
question is there enough of a market for patient retail capital to make icm viable
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Average hold time today: ~30 seconds
Best founders: building on 5+ year timelines
Slight gap.
If we want serious creators and projects to launch coins and stay, hold times need to increase.
Believe in something.
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locking in onchain is still the highest roi activity. but my classmates hitting a $100m valuation just tickled my brain last few days. we were brokies who relentlessly pursued our own unique path. nothing like the rush of betting on yourself and trying to beat the odds again
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