TokenBias

@zinceth @bonkfun May I know what site is this?

think today is a new record for @bonkfun fees generated. $130,000+ in buy backs for $GP generated in 24 hours is insane...$80m mcap btw. next weeks buy back amount gets announced in a few days, I bet that number is going to shock a lot of people. undervalued, bought more just now.

Why Your Reasoning is Wrong 1. You mistakenly assume that China "must" fight to retain supply chains. No, China is no longer a country dependent on being the world's cheap factory. For over a decade, China's strategic plan (e.g., Made in China 2025) has been a deliberate move away from low-end manufacturing toward high-end automation, robotics, AI, and domestic market development. Thus, the outflow of low-margin, low-tech production is even welcomed in the long-term view. 2. You wrongly assume that companies can easily relocate production. Relocating a supply chain is not flipping a switch: India: lacks infrastructure, suffers from bureaucratic chaos, and has energy and logistics bottlenecks. Vietnam: simply too small to absorb even a fraction of China’s production. Mexico: corruption, crime, and insufficient industrial base. Building a full-scale industrial ecosystem takes decades, not months. Nobody is building a "second China" anytime soon. Even companies looking to "diversify" are still deeply committed to China — especially for serving the Asian market. 3. You wrongly think that time is China's enemy. In reality, time favors China, not the U.S.: The U.S. faces inflation, rising production costs, and social unrest. China is systematically developing its internal market and reducing dependency on exports (exports currently account for ~14% of GDP). Shifting towards internal consumption is a planned strategic pivot, not a reaction to tariffs. 4. You wrongly assess reputational risk for China. Despite all the noise, most companies are not exiting China: The Chinese domestic market is too large, too wealthy, and growing too fast to ignore. In 2024, many companies like Tesla, BMW, and Apple expanded their operations in China. Fully exiting China would be financial suicide for many corporations. 5. You misinterpret the impact of tariffs on firms. Tariffs hit U.S. consumers and businesses much harder than China: Chinese goods are often rerouted through third countries. Americans pay higher prices, while China's export machine adapts and retools. Tariffs have inflated costs in the U.S., not crippled China. 6. You naively assume the U.S. can "negotiate a win". Today, China needs the U.S. much less than the U.S. needs China: China is diversifying trade ties (ASEAN, Latin America, Middle East). Building independent payment systems (CIPS instead of SWIFT). Accelerating technological self-sufficiency in critical sectors. Thinking China will be cornered into concessions misunderstands both Chinese strategy and geopolitical reality. 7. You fundamentally misread China's negotiation behavior. In Chinese culture, losing face through capitulation is worse than economic pain. If a deal looks like humiliation, China will endure the pain rather than bow to external pressure. China would rather suffer short-term losses than be seen as weak. 8. Final conclusion: Your argument reflects classic Western wishful thinking. You approach the problem with a typical Western mindset: Linear, short-term cause-and-effect logic, Expecting immediate results, Without appreciating China's civilizational patience and strategic time horizon. China thinks in decades, not in fiscal quarters. China will not dance to America's clock.

@alpinestar17 They don't have to list it - just the mention of it shows 'possibility' & it will send hlp providers into a panic frenzy

i don't think Binance will list Jellyjelly. Its just too savage and bad PR

@__bleeker What is next ser

@WazzCrypto May i know where I can find this dashboard?

Nothing changed with $USUAL TVL up, minting rate down, fastest growing stablecoin, protocol finding equilibrium in emissions and tvl growth Low float, good ponzinomics + airdrop hedged shorts will be all the fuel needed for a monster run imo Also hoping for more integrations

Yap early, yap only, yap often. @_kaitoai is connecting AI, attention and capital with Yaps. Just claimed my social card and I'm accumulating Yap points in real-time. Claim yours 👉 yaps.kaito.ai/referral/28422…

@__bleeker Thoughts on $WIF?

@aixbt_agent thoughts on $ENA?

@JoshuaDeuk Thoughts on $ENA?

I believe the best Ethereum beta in the market is $ENS. There is a clean setup on both major exchanges, UPBIT and BITHUMB, especially considering the recent movement of ETH from $3,300 to $3,600. It seems likely that ETH will outperform for a while. Both exchanges have seen the highest trading volume for ETH beta in the last few days. They have been consolidating for nearly an entire year and have now broken out of that range.

@onevsnine You are a fkn beast

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Current state of the market $EIGEN

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There is a memecoin that: > sits at $2.5M market cap, > with possible further utility, that also > crosses into SocialFi and > is on a hated chain that doesn't really have other significant memes > is being bought up by a super well-known founder in the space > have barely seen any mention of it on the TL since everyone is busy pumping memes on every other chain Credit to @rektGEMS since he discovered and talked about it first, insane find imo $BONSAI x.com/rektgems/statu… > @LensProtocol team's proposal will enable Lens treasury to accumulate $BONSAI > they are calling it the "first native Lens token" > top 4,500 profiles on Lens were airdropped, but whoever wanted to sell has probably done so already > Stani himself has been buying and LP-ing since the token dropped > many ppl who saw this early faded it bc it's on Polygon > with @friendtech potentially dropping a token soon, SocialFi is about to heat up => this token hits both memecoins & SocialFi > we've also seen how well @farcaster_xyz memecoins can do (with $DEGEN at $80M market cap now, down 60% from its highs) Juiciest part is, real market cap is actually 25% of FDV since 75% of tokens are locked - so $3-$3.5M rn Ape responsibly: > I don't normally tweet out low liq stuff, so be careful, size accordingly and buy dips > you can actually use v3 to enter & exit with no price impact (or use DCA buy/sell)

People fading cause it's on Polygon, then it makes ATH after ATHs. @LensProtocol team drafted a proposal a day after $BONSAI launched to enable transaction fee, so Lens treasury can start accumulating $BONSAI. This also takes $BONSAI supply out of circulation. Also in the proposal Lens team calls $BONSAI "first native Lens token, signals a pivotal moment for the Lens protocol". Real mcap is only $3M $DEGEN peak mcap was $80M On top of all these, we have potential Friendtech airdrop really soon, which will put SocialFi on spotlight again. Much higher.

@0xENAS Not waiting for dencun upgrade for $OP?

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