El33
6.6K posts






MULTICOIN CAPITAL'S $HOOD THESIS: 1. Robinhood is the single biggest beneficiary of "entertainment finance" 2. Impeccable execution 3. The largest barrier to entry in consumer finance is trust, and no firm has more than Robinhood 4. Obsessive focus on 18-30 year olds, right as the $30T generational wealth transfer begins @shayonsengupta @multicoin


New ATH for tokenized stocks on BNB Chain just dropped 🫳 → $15B+ in trading volume → Almost $1.5B in market cap






Leaning into $CRCL being a buy into August. • 40% in a month, close to support • Latest drop bc solana:B32fyE7RAZ5895ooi5x8gbAn1kh5eKSXcmRSXVi8teYc which doesn't launch until late 2026 • Meanwhile: record $1.21T June volume, 67% share • Aug: earnings, and the $COIN revenue-share renewal CB and Circle breaking up almost doubles $CRCL net-revenue (est. by @HadickM) - short term bullish. But CB could use solana:B32fyE7RAZ5895ooi5x8gbAn1kh5eKSXcmRSXVi8teYc as lev to ask for more? At -40% the bad outcome looks mostly priced in? Bonus: Cathie Wood just slammed.


Lighter's updated WEB V3 design is now live! This release introduces a refreshed interface with improvements across navigation, market views, trading workflows, and overall usability. Watch what's new below.

Lighter @Lighter_xyz is a massive breakout success and a critical infrastructure layer for ethereum This is worth a listen 👂

EARLY ACCESS: He Finished Harvard at 18 — Now He's Building Crypto's Fastest Exchange | @vnovakovski, Founder and CEO of @Lighter_xyz 🟢 Out now for Bankless Premium subscribers 📅 Out on public feeds Monday, July 27 Sign up for early access and the ad-free version now 👇 bankless.com/podcast/he-fin…







