Charlie Varley

Katana Perps is live. @Katana has acquired IDEX and launched a native perps DEX built on structural yield, not token emissions. Early access is open now, and Season 1 points are live. 👇🧵

step 1: run a mass social experiment with some of the best IP of all time. print money and bring joy to millions step 2: quietly build one of the largest real-world visual datasets in history step 3: ??? genius

@Icebergy desensitising us and normalising war

this can’t be politically popular at this point wtf are they doing

@KhanAbbas201 Szoboszlai banger

Football > all the other sports combined multiplied by 10 I said what I said

@game_for_one @0xSisyphus financialised in game economies will eventually work

@0xSisyphus wait .. so crypto gaming isn't going to work?

The non financial use cases of crypto have failed unequivocally Billions of dollars of other people’s money have been destroyed in the pursuit of web3, Hyperliquid with zero external funding will change the way traditional assets are traded

@divine_economy sadly the way of the world and nothing specific to crypto they don't validate the beliefs they've formed don't question their information sources don't spend time with people from the cultures they've come to hate just follow the programming and look for further confirmation

ok but leaving aside the bigotry and war hawk talking points, attacking muslims (25% of the world population) when you work in an industry whose goal is to connect 100% of the world population is kinda insane crypto leaders are more out of touch with crypto users than ever

@nevlyfans yup, been this way since 2018. it's a cultural thing. part of the adoption curve requires making crypto sexy again and that culture comes from outside not from within - like Cash app in the 2010s

@nevlyfans @serpinxbt @icobeast moral of the story raise from community earlier

@serpinxbt @icobeast Look i just wanted to echo this convo, i agree

I don’t get how infinex run their own sale, $5m @ $100m, not close to sell out yet a couple days in but all of the kaito launchpad launches were multiple X oversold? how tf? they raised $65m. if they sold 10-20% of company, VCs may have paid @ $500m-$1b FDV???

@nyamiGG yessir

@c_varley 2026 bloom in full swing?

2:52 All roads lead to Bloom

@Langerius apps brother, apps

🔸nfts: dead. 🔸memecoins: dead. 🔸ai agents: dead. 🔸ICOs: dead. 🔸layer 2s: dead. 🔸layer 1s: dead. anything left alive?

@zerion alpha

📣 ANNOUNCEMENT 📣 Zerion Feed coming soon Early access begins today. Comment "alpha" to get it early!

@0xthegipper @meetgranola it’s the best

im not gonna lie to you...i love @meetgranola

@jakub_rusiecki lool it was strangely encouraging

granola crunched is probably the most insightful recap of my year I never knew I needed

@sjdedic the key is the “whole product solution”

How I see the market right now: 1) 75% probability: we’re about to finish crossing the chasm and enter the early-majority phase next year. If that happens, the classic 4-year cycles are dead. The market will have matured and will increasingly correlate with macro cycles and industry fundamentals rather than self-fulfilling narratives. 2) 20% probability: we’re still in the early-adopter phase and only now beginning to cross the chasm. Meaning we would likely enter a 1-3 year bear market while the industry finds itself and pushes toward early-majority adoption. In this case, the 4-year cycles could still be intact. 3) 5% probability: we get stuck in the chasm and never find true mainstream pmf, crypto is turning into a zero sum game and we will just PvP trade money from one to the other. Regulatory tailwinds, institutional adoption, and the accelerating fundamentals of our industry scream, in my opinion, that we’re in scenario 1), standing right in front of the biggest adoption wave crypto has ever seen, and likely ever will see. The 4 year cycles and simple narrative chasing are dead. And while the onchain online casino will always be part of our identity, it will shrink into a niche. It’s time for the industry to mature and start playing the serious game. An incredible decade lies ahead for those willing to evolve, and I’m betting basically all my money on the idea that this is only just getting started.

@AlexOnchain games gone

just steam mopped my kitchen games gone, i'm unc

@0xNairolf I think too many teams have screwed people over so people have lost trust in everything and everyone’s talking in absolutes.

so the team is expected to ship an amazing product but not earn anything from it yeah, makes total sense crypto

@charcoded Lmaao this one’s unhinged but I like it

@c_varley what about this?

unfortunately for my haters, everything i’ve ever done was extremely calculated and +EV and i’ve gotten where i am without scamming or stepping on necks.