Alejandro | Liquidity & Alpha

Opening the @solana hacker house in #Dubai2049 playing one of our incubated projects @ChronosWorlds Let’s gooo 🩷🩷🩷

@utila_io @elbruzyilmaz Agree! Would love to catch up in Paris with you Elbruz.

What will determine which stablecoin players capture the next wave of volume? 📈 In our Stablecoin Builder Series, @elbruzyilmaz, co-founder of outrun.at, explains why banks and fintechs may shape the next phase of stablecoin growth. Watch the clip below 👇

@ibrahimjhnx10 @AnkurMessi_ Breath.

@ale1chain @AnkurMessi_ Llorente did what about that U inbread retard

BUT KOKE IS STILL ON THE PITCH?

@ManuAF6 @waleswoosh @Elixir_Games Always open, time will tell :)

@ale1chain @waleswoosh @Elixir_Games We had a great tanking session there haha In the end, we gained some good people and valuable lessons I hope we can work together again someday my friend!

Which individual has helped you the most on your crypto journey? And why?

@ManuAF6 @waleswoosh That was a beautiful ride @ManuAF6 We built a wonderful ecosystem at @elixir_games And got scammed by Carlos, the founder...

@waleswoosh @ale1chain 😘 I won all of Seedify's content creation programs.. The Ale found me, trusted me, hired me and brought me to Andorra And all of this in just 2 months

@aconfo @sjdedic Agree, pre-tge hype is a big part of the flywheel

I think Metadao should also plan how to bring buy pressure after TGE. Yesterday, during the initial hours, the buy pressure was tiny, of which 60% was sell orders. So, how are they gonna balance a $6M raise (potential sell pressure) without strong buy pressure? It will most probably flop if not imo, that's why marketing, kols and even CEX were crucial during good ICO days. We shouldn't underestimate the power of a good green candle at TGE.

So after the MetaDAO raise that everyone was talking about, P2P did their TGE yesterday which was, after all unsurprisingly, underwhelming. My thoughts on this are that ironically, all the drama around the Polymarket bet on their own sale might actually be one of the bigger opportunities out there for many of you right now. I'm not going to defend it. The Polymarket bet by the team was a mistake. They admitted it and offered full refunds to anyone who didn't want to participate anymore because of it. Almost nobody took them up on that offer, which speaks for itself. Despite all of that, they still managed to raise over $6M in absolutely brutal market conditions, backed by some of the sharpest investors in the industry alongside a strong MetaDAO community. Sure, the FUD killed momentum and scared off potential buyers, while those who participated in the sale just for a quick flip got disappointed and dumped. But for anyone with a time horizon longer than that of a mayfly, I see a massive opportunity here: Current market cap sits at $6M, fully diluted valuation at $12M. Most investors haven't even bought in lower than that and are locked for a year. Team tokens won't unlock anytime soon either - and when they do, it's based on performance KPIs anyway. Yet the fundamentals of the business remain incredibly strong and seem like they will only accelerate from here post their successful raise: The macro backdrop could hardly be better. Stablecoins in emerging markets remain one of the single biggest opportunities in crypto. The GENIUS Act is live and CLARITY Act just around the corner. Stablecoin infrastructure is being legitimized by regulators and institutions in real time. P2P sits right at the last mile of this wave, actually putting stablecoins into the hands of real people in the countries that need them most. And the TAM speaks for itself. India, Brazil, Argentina, Indonesia - across these markets alone, over 1 billion people are unbanked or underbanked. This isn't a niche product serving a niche audience. Monthly volume continues to make new ATHs, growing 5.5% MoM, while revenue is up 8% compared to February. Serving more than 23K users already. And the growth vectors from here are obvious: 1) Horizontal expansion continues to be rolled out across new markets in LATAM as we speak 2) Vertical expansion via their @coinsme_HQ 2.0 rollout, which will serve as their own neobank play 3) Plans for exponential scaling via their B2B SDK rollout, which essentially expands them into a platform play And perhaps most importantly: strong alignment to the token, thanks to @MetaDAOProject ownership coins. Token essentially equals equity, hence holders will directly benefit from every single cent earned by P2P. The team already hinted that revenue will flow into the Futarchy treasury much earlier than anticipated. $12M FDV for a live, revenue-generating product with real macro tailwinds, a billion-person addressable market, three clear scaling vectors, and genuine token-to-revenue alignment. In a market where projects with zero users and zero revenue trade at 50-100x of P2P based on nothing but memetic value, I'll think @P2Pdotme is definitely worth having a look.

Amazing side event in @EthCC with @FP_Block and @coolwallet

@_ZaricX Yasss same, will be sharing updates to check performance Zaric

@ale1chain Glad to see solid plays like this rn.

Just started a position in $PARTI yesterday. Strong fundamentals, real revenue, and still building while most of the market is just narratives. This is exactly the type of asset that tends to outperform in these conditions. Let’s see how it plays out. It is one of the only green tokens on the market today. They recently introduced full EIP-7702 support, allowing you to make any app chain-agnostic.

@dazzlercoin 🫡

@ale1chain Dropping you a follow! You could not have selected a better time!

@ArthurStrongBTC I believe they are building a solid long-term ship Arthur

@mtndao @barrett_io It was a vibe. I really enjoyed meeting many builders. Will be back next year 🫶🏻

"Was v9 what I imagined? I would say it was the. most. epic mtndao yet." - founder, @barrett_io So many quotes in this video it was impossible to choose - every second is a must-watch. Amongst the industry's turbulence came light from the MTN: impossible to replicate. 🏔️ MTNDAO IS SPONSORED BY: 📷 @altitude @solanamobile @MetaDAOProject @ranger_finance @darkresearchai @raikucom @multicoin @triton_one

@London_Patron @GigaWave_2260 @DailyLoud Big asshole

@GigaWave_2260 @DailyLoud Jose/ Joseph clearly was the Deen of pledges and he handled it pretty good. Protect your pledges and take the fall. However this could have been avoided if they had evacuated the house when the fire alarm went off

Police raided the University of Iowa’s Alpha Delta Phi fraternity house, and bodycam footage shows pledges in the basement during hazing rituals. x.com/TimothyJones92…

@alex_witty23 @RaesenM @DailyLoud Still a lot of money, on top of that, residence, food, and activities. So yeah, $60k year for parents

@RaesenM @DailyLoud In state tuition is $11,600 and out of state is $33,700

@RaesenM @DailyLoud Literally American Ridiculous League

@DailyLoud Parents dropping $60k+/year on tuition just for their son to stand blindfolded in a ketchup-covered basement at 2 a.m. getting screamed at by 21-year-olds. Truly the pinnacle of higher education and personal growth. Future CEOs and senators in the making.

@aconfo @mtndao @EthereumDenver Vamossss

@ale1chain @mtndao @EthereumDenver vamooos papitooo

Flights booked ✈️ @mtndao · Feb 12–17 @EthereumDenver · Feb 17–22 See you on the mountain 🏔️ @aconfo

@mtndao See you soon!

Rise and grind, sunshine. The 🏔️ is officially open for business.

@meta_alchemist Looks dope

Spark is starting to become real. A self-evolving intelligence, beyond a persistent memory, with multiple ways it learns and evolves Calibrate the intelligence while building, talking to it, sharing the things you love as content, UI, art, etc., While it learns constantly learns about the tools you use: Their strengths, shortcomings, and how to better use everything in its arsenal, as well as doing the same with the specialized agents and teams it orchestrates. In a few days, it gathered 30000 memories and 500+ insights, and continued to calibrate itself with me, which will speed up how we can vibe code the next projects by Spark doing at evolved understandings. Super excited to see how it evolves and can't wait to bring it to everyone. Already integrated it with many IDEs and LLMs. It also works on your local machine. As this conversation was recorded with Ollama qwen 2.5 running on my PC.