Alamee🅱️a

@chamathsintern Internet capital markets

crypto is for distribution crypto accelerates the zero to one crypto offers a quasi-religion of users that hyperscale success crypto is for capital formation.

@chamathsintern @0xhackedd @pasternak believe gcr

bro how clapped are you? theres a legal aspects to payouts you cant just throw sol at people if you’re setting up a legal entity and abiding by the law, it’s affecting only the first tokens deployed for that reason they’ve been solving it directly with users who cant receive it through PayPal/bank bro is opening shorts and crying on the tl like a woman & it’s not the first time

@cobie wld, ever increasing need for human verification

If u have to buy liquid/non-venture crypto for 3-5 yr time horizon, and ur not allowed to buy BTC, ETH, HYPE, SOL or hold stablecoins, what do u buy and why? Want to find some intelligent ppl with good/non-obvious ideas to follow, thx

@NateGeraci Do you expect staking to be approved at final deadline in october or earlier?

Yes, approval highly likely for all of this in 2025… Plus staking in spot eth ETFs. And in-kind creations & redemptions. Biggest question is whether BlackRock jumps into race for spot sol & xrp ETF, along w/ index-based crypto ETF. I think they do.

@JoshuaDeuk Wld, network growth metrics goin turbo

if u guys have any good AI x crypto token plz gib me ticker and one line tldr

It’s the weekend, and with more time to reflect, I wanted to share some market thoughts. I believe the broader directional move for the crypto market won't arrive until after September. Considering macro headwinds, summer liquidity constraints, and quarter-end positioning, the real game begins once market participants return post-August vacation. Looking at the recent market activity, most of the altcoin rallies (excluding BTC) have been driven by short squeezes. Traders, conditioned by previous rebounds, chased momentum — but there were no real hodlers this time. Most people had already been burned before. As expected, the majority of tokens that pumped sharply saw equally sharp dumps right after. Ethereum delivered a surprising bounce, while the most beaten-down sectors like AI and memes led the rebound. On the other hand, tokens with real utility, strong fundamentals, or buyback mechanisms showed resilience — not only holding better during drawdowns but also rebounding faster. Syrup, Hype, and AAVE are good examples. SPX, while a meme, follows a very different structure. From this, we can extract a few insights: 1. Bitcoin demand is real and persistent. Traditional capital is entering gradually via ETFs and other regulated rails. The nature of capital supporting BTC now is very different from previous cycles. That’s why large-scale BTC liquidations (due to cascading liquidations from OI) are less likely, unless triggered by macro events. 2. The divergence within altcoins will widen. Eventually, capital will rotate back into alts — but not across the board. Only tokens with clear utility and real use cases are likely to capture that inflow. That’s why I believe ETH will outperform SOL going forward. Regulatory clarity, growing DeFi usage, a deflationary structure, and staking demand all form a strong flywheel. And because ETH underperformed expectations for so long, it still has marginal buyers on the sidelines. 3. VC-backed tokens carry structural risk. Vesting unlocks will continue to pressure price action. Without sufficient liquidity, ongoing sell pressure from validators and early investors caps upside. That’s why I think overvalued tokens listed on CEXs aren’t good picks moving forward. Cosmos tokens in particular face constant sell pressure due to validator reward structures. 4. In this environment, meme coins had a structural advantage. No VC unlocks. Fair launches. 100% attention-based. It’s a pure hype mechanism — and like in the first cycle, it worked. But I believe that phase is ending. Pump.fun’s TGE and the launch of Trump coin marked the peak of attention. Since then, meme interest has started to fade. Even in the April rally, SOL underperformed ETH — and if everyone is already holding it, who’s the marginal buyer when meme momentum fades? Some memes may still do well, especially ones that go viral beyond Crypto Twitter — like on TikTok or Instagram, led by charismatic figures like MURAD. These could still generate asymmetric wealth. But the era of “cute dog and cat coins” as alpha is over. Only memes with powerful stories and strong mindshare — something people can collectively believe in — have real speculative value now. 5. Ironically, the fatigue and skepticism around VC-backed tokens is opening the door for fair-launched Web2/3 projects to become the next wealth-generating plays. Keeta is a great example of this. But to catch them, you need to live on-chain. Big opportunities always emerge when information is asymmetric. Once everyone knows something, it no longer pays. That’s why I’ve been spending more time watching the on-chain market closely. Keeta’s success sparked a desire to find “the next Keeta,” and capital is starting to chase similar fair-launch altcoin narratives. Just like when the Bonk guy made over 10 figures trading memes — attention leads capital. So if memes aren’t it anymore… what’s next? My view: AI x Crypto. If you’ve followed my timeline, you know most of my plays this cycle — after SOL and VC-backed tokens early on — were focused on memes and AI. 1. Just like DeFi summer, most early AI projects died after the hype. But the real utility-based ones are being quietly built in this bear market. We’re already seeing some of them pop up on-chain. 2. As meme profits dry up, attention will naturally shift to new narratives. AI, with its clear utility, fits perfectly as the next destination. 3. Many of these AI x Crypto projects are fair launches, echoing the Keeta narrative. That’s why I’m spending the quiet weeks researching and positioning early in this sector. There’s no rush to take full positions now — but I believe that if another strong leg up comes, this is where the biggest asymmetric opportunities will lie.

@JSeyff What odds do you think Eth staking etf will be approved on june 1st?

Delays on spot crypto ETFs are expected. A bunch of XRP ETPs have dates in next few days. If we're gonna see early approvals from the SEC on any of these assets -- i wouldn't expect to see them until late June or early July at absolute earliest. More likely to be in early 4Q.

@neon___glow @YouJiacheng Few

@YouJiacheng Counter strike 2 skins are not a macro asset and more of a closed loop. Study Pop Mart. Study Labubu. cc: @Alameeba

1) WHAT

@ErikVoorhees @toly @newmichwill @samczsun make ponzis great again

@toly @newmichwill @samczsun Defi summer = high effort financial innovation + gambling; speculative bubble with positive sum outcome Memecoins = low effort gambling + more gambling; speculative bubble with zero sum outcome

is the social layer even capable of holding people accountable?

@aubreystrobel @neon___glow believes. Dm's open

he's a 10 but he doesn't believe in the bitcoin strategic reserve

@rsalame7926 u smash?

@neon___glow @elonmusk @Thunder2Chungus ethereum

@elonmusk @Thunder2Chungus Ethereum.

Ethereum

@mattyklein_ ETF solves this

don’t click any bad links cause it can drain your wallet oh and btw even if you do click the right link they can still drain your wallet

@dYdX What is this chart pattern called?

It's time to learn a new chart pattern. __________________________ /\ /\ /\ / / \ / \ / \/ / \ / \/ / \/ / Ascending triangles explained ⤵️ dydx.exchange/crypto-learnin…

They've gone full mask-off: 𝐝𝐨 𝐧𝐨𝐭 𝐞𝐯𝐞𝐫 trust @OpenAI or its products (ChatGPT etc). There is only one reason for appointing an @NSAGov Director to your board. This is a willful, calculated betrayal of the rights of every person on Earth. You have been warned.

@mattyklein_ what did you do with your Jelqing for Dummies book?

bookshelf check

@ZoomerOracle few

@neon___glow @WazzCrypto We will blow to the upside violently.

@WazzCrypto We will blow to the upside violently.

You can see how offside the market is on $ETH just by the liquidity depth on some of these pools

3 years of a consistent slow bleed completely undone in 2 days. we have much to learn.

@neon___glow astute

BTC outperforming all major chains YTD. ETF flows matter and a lot of the Q4 / Q1 chain froth has been erased. Notice how coins like ARB, INJ, TIA, OP are deeply negative on the year.