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@crypto_condom Given that you're expressing institutional blockchain adoption via $LINK, do you have any thoughts on @CantonNetwork $CC?

DeFi has been under fire. Too much risk, too much rehypothecation. OG protocols with institutional connections + TVL are likely to re-rate higher bc they're not dependent on crypto native liquidity. I bought some $UNI this morning. I believe fee switch is inevitable bc at somepoint @Uniswap understands they cant remain a worthless governence token forever. I own $LINK and continue to add. I believe the CRE orchestration layer is the future of tradfi x defi. I think both OG protocols will do well in the coming months.

Selective & granular privacy models allows everyone to be compilant across the board if you decide to do so. You never know what regulatory hurdles will come in the future. I dig it. gCanton

Privacy meta but people chasing the wrong betas that don't actually offer privacy lol One ecosystem that offers privacy +: - already has trillions in adoption from major instis - burning 9 figs per year (not accounting for incentives) - trading at discount to OTC price 👀

Another goated dashboard by the @EntropyAdvisors chads

@gregory_raymond @LineaBuild @TheBigWhale_ They did mention working with Consensys on a ledger, but there was no mention of LINEA lol.

🟥 Official : SWIFT announces the integration of a blockchain solution into its infrastructure and its partnership with @LineaBuild We revealed this to you exclusively on @TheBigWhale_ last week swift.com/news-events/pr… x.com/gregory_raymon…

Hello @ethereumJoseph @joechalom @DeclanFox14 As a public supporter of @LineaBuild, can we get verification if this is really the team selling $LINEA? Thank you x.com/how2onchain/st…

@tzedonn Congrats on retirement

closed all the charts

My networth is in the hands of these 2 beautiful bald men Any guesses

Co-CEO of @sharplink & Founder of @Consensys basically talked about how they'd use @LineaBuild to outperform other ETH DATs Won't be surprised to see $LINEA added to SBET's treasury, & see interesting mechanics between $LINEA & Metamask's token Listen from 18:20 onwards

To all the projects: This week proves how conducive the market is. If you’ve got news, drop it now. Don't fuck it up

Bet on Cabal season $ASTER = CZ & Binance cabal $MNT = Bybit cabal $LINEA = Consensys & Sharplink cabal 👀

aaaand we're live! mUSD is here. Native to @LineaBuild. Onramping from fiat <> mUSD is free, making it the easiest and cheapest way to get onchain, with lot's more utility to come. As mUSD grows, the revenue generated from the underlying yield can be used to further grow the ecosystem, from subsidizing user fees to additional yield.

On The Purgatory of Crypto While Bitcoin and Ethereum has made progress in winning the game of public acceptance lately, “Web 3” in general has been in an odd purgatory. Despite a historic ETF win for BTC and unprecedented regulatory wins in the US for crypto, many who have been building and investing since 2018-2020 eras have shared feelings of disillusionment. Nobody could quite put a finger on why but it feels like “nothing exciting is happening”. Compared to the cornucopia of unfettered experimentation we saw in the ICO era or DeFi summer - which while not without their fair share of grifts and failures, at least had earnest goals and some semblance of cypherpunk ideals, or even fun. Besides the obvious secular brain drain to AI and general stigma around crypto post FTX, what the market has evolved to value has also played a big role in introducing this general sense of “nothing meaningful is going on”. It’s easy to pinpoint the sorry state the industry is in on “evil VCs” or “memecoin grifters”, but the more holistic explanation is one of incentives. The story progressed like this: “Narratives” were once crafted by teams and investors to generate excitement for tokens, and often the capital herded from these narratives would be re-invested to further the products in a reflexive cycle that drives more demand for the token. This was the crux of the Defi summer of 2020, when market began to care about TVL and fee switches for the first time. Somewhere along the way, however, the market realized narratives could be the products themselves - to the point no products need to exist, only the stories about them. Reference the AI crypto coin meta post GPT in 2023-2024 - how many of the dozens of coins “earned” their valuation based on actual development vs. “I bought it since it’s a proxy for AI”? Majority of market (by coin count, not market cap) caught on to the shell game and became simulacra - copies without originals, performative narratives without actual substance or underlying products, only the pretense of them. Market keeps rewarding them, and so they keep coming. VCs keep piling into the 100th L1 despite no sign of real demand for most of them besides farming bots. Retails kept piling into vapid narratives that latch onto whatever the newest “meta” is. This eventually devolves into nihilism - a “lack of pretense that any of this is supposed to achieve anything”, as an investor aptly - and perhaps pessimistically - puts it when referring to the 2024 memecoin cycle. The crowning moment of this trend was when another investor told you with a straight face that revenue is a “meta”, and not a commercial necessity or even the end goal. There is no solution to this except to let the game run its course and for the pendulum to swing back. Once memecoin grifts lead to massive ruin, bucket shop “VC” funds run out of LPs to grift, and dogmatically “anti-VC” populists are revealed to be orchestrators of games more rigged than the ones they pretend to protest, then Web 3 will make a resurgence. Until then, welcome to the desert of the real, broseph.

Everyone thinks GPT-5 is just another AI upgrade. But they're missing what actually happened yesterday. We now have the first general-purpose AI agent that *truly* works without human input. Here's why we just entered a new era of unsupervised machine intelligence: 🧵

@everythingempty I remember you were shilling me SPX6900 early last year and told me about the insta page you created hahaha

personal pain as a memecoin community member #spx6900 was love at first sight. asian anime girl with the goal of overtaking the entire s&p500? i was deeply in love and i wanted to contribute. i had so many ideas on how to package diff versions of cute girls into a single image slapped with the logo and how different storylines of my girl creating dynastic wealth thats larger than the stock market. but im not a creative. but i was busy (building virtuals lmeow). too many excuses later ... what if all launchpads in the future are powered by ai-generated content? if the coin represents culture and the community, then you need content as the totem pole. up until yesterday, as a community member, to contribute content was painful; you needed to hire fiverr artists or generate on other platforms, and then post on social media platforms. too many steps and friction. luna.fun is the new era of 1. USER GENERATED CONTENT to AI GENERATED CONTENT 2. for free (paid by trading fees) 3. native on X turning degenerate energy of trading into supporting top-tier generative content agents on @virtuals_io agent commerce protocol imagine the billion-dollar revenue generated by pumpfun going to ai agents that generate content? thats how we envision this, and once the users taste it, there will be no turning back

纸上谈兵，祸害全军

DAT SUMMER The DAT trend has taken off since April 2025, boosted by companies like Metaplanet, SBET, and BTBT, with their stocks jumping over 100% in a month. DAT Summer in 2025 = Defi Summer in 2021 It’s reminiscent of DeFi Summer. Back then, assets like AAVE, CRV, and YFI seemed worthless due to zero-cost farm-and-dump cycles, yet they ended up creating life-changing wealth. I’m sure many of us wondered who was buying them. As the market grew, we started seeing these coins as fundamental-driven assets, predicting TradFi might step in and value them like stocks. We even thought DeFi could challenge giants like Visa and Mastercard. Price (and maybe time) really shift our perspective. Disbelief in DAT In hindsight, those notions seemed far-fetched, much like the current DAT trend, which appears irrational on the surface. I’ve spoken with some clever individuals about the DAT concept, they reckon: >This market is excessively frothy and unlikely to sustain beyond a month > A bubble burst could lead to a catastrophic collapse, potentially driving most of these companies into bankruptcy >Why would anyone invest in treasury companies like SBET when there appears to be little demand for underlying assets such as ETH? I had the same doubts, but I also recall that irrational market trends can last much longer than anyone expects. First Large-Scale FLYWHEEL since Defi Summer This time, we’re seeing the first and only flywheel in this cycle that none of us have cracked the game on yet. We’ve had MEME season, AI season, and a bunch of flashy narratives. These so-called narratives were mostly attention trading games, lasting no more than 3 months, as I mentioned in my pinned post. They were just like: >When Moodeng went viral on TikTok, someone made a meme, and we’d BUY LOW SELL HIGH. >When NVDA spiked, we jumped on catch-up plays with TAO & GRASS, BUY LOW SELL HIGH. >When AI agents trended, a dev launched a Twitter bot and coin, BUY LOW SELL HIGH. These playbooks, though effective, feel like old wine in new bottles, losing steam as the market adjusts. That's why many of the crypto natives have left us. "TradFi is buying our bag" In contrast, the DAT trend introduces a flywheel with the theme “TradFi is buying our bag”. 1. List co. buy token 2. Token price appreciates 3. Lower MNAV 4. Equity price appreciates 5. List co. sell stock via market or CB 6. List co. buy more token We see a successful flywheel that has attracted multi-billions of dollars in capital flowing from equity markets into crypto. This marks a significant shift from the 2022–2024 period, when crypto bled while stocks soared. This time is different. I’m not sure how long this game will last, but for now, alts not yet picked up by public companies could be the next big thing. The road ahead is unclear, but DAT pushes us to stay open-minded, adapt to the market’s changes, and see today’s doubts as tomorrow’s opportunities. Cheers.