Attention Capitalist

@Chrizhuu 社会主义市场经济

你选择在资本主义市场做事情 还是在央企做事情

LFG!

I think there are broadly only two ways in which a new chain could succeed at this point in the cycle. Especially in the context of the new stable-coin L1s (@PlasmaFDN, @arc and @stripe 's Tempo) that are imminently rolling out. The Sui Playbook: Firstly, the @SuiNetwork playbook. For all intents and purposes, Sui does not have a burgeoning or strong on-chain eco-system (see below for a quick comp between HL, ETH, SOL on volumes/users/fees), yet there seems to be a relentless bid for it. The cynic in me would say that it's very much KOL driven: Its not a coincidence that @Grayscale announced their Sui Trust in Sept 2024 right after the major unlocks began, shortly followed by some of the larger heavy weights e.g. @HighStakesCap tossing their hat. One only needs to look at some of the marketing agencies that list Sui as a client. That's fine its an attention market and that's the name of the game. Having said that I think there is another way for the these stablechains to win and that's via access to cheap cheap dollar leverage to max pump DeFi native TVL. I think this is actually what @berachain did extremely well. Perhaps too well. They rented out ~$3b for ~3 months at a cost of 2% of FDV which ended up being ~$40m at the time of unlock i.e. about 5% APR. The real issue with the chain was that it was 1. rented tvl with a clear end date and 2. aerodromesque tokenomics/emissions were designed for 2023 not the more sophisticated 2025 cohort. The On-chain Native Playbook: For @PlasmaFDN to win I would lean heavily towards giving the market what it wants: Cheap loops and cheap leverage: @tether should giga mint USDT directly into @aave becoming the de facto supply side liquidity provider people borrow from rather than having to rely on third party degens/funds. Just imagine Tether dropping $20b directly into @PlasmaFDN @aave day 1. If its not borrowed, its 'protocol owned' and thats fine. If it is borrowed, that USDT becomes circulating, it earns a yield, and its overcollateralised by ETH/USDE/PT deposits. Tether can then act like its very own central bank flexing the rate it wants to earn on its lends by tightening or loosening supply. (sketch below) Why would this work? 1. @tether wins because they would still earn a yield on these 'unbacked' lend positions so bigger absolute profits, they'd have way more AUM because of greedy loopers also they'd be sitting on a much larger XPL bag. 2. On-chain enjoyers win because.. well their carry margins are fatter too. 3. Lets also remember that @ethena uses USDT so it doesnt necessarily even need to get redeemed (to the extent they dont swap for USDS or USDtb since tether dominates cexperp margin). This type of composability at such a grand scale would be incredibly novel and is exactly why you'd want to own the entire value chain... cc @paoloardoino h/t @chud_eth the defi goat w the original idea

Todamoon

🚀 $MONEY hits $5,570,000! 📈Trade NOW on @SegaSwap sega.so/swap/?inputMin…

True, step 1: from stablecoin/payment to L1s step 2: from L1s to IPO

🔥this is huge

LoL iq-checker.xyz/defiguru42

@Mondiscool Indeed

how do u know🙀

LFG!

gm, everyone yes, gm again because time is a social construct

Sega TVL reached $3M today, a new milestone marked 🙌 Just vibes (And maybe a little magic)🧢 To celebrate, 50000 Sega Social Points will be giving out to 5 Winners 😇 ✅ Tag 3 frnds & RT this ✅ Drop your Sol wallet address

this one is dope!

Supply Distribution Yield Holy Trinity for all new projects

Introducing the first episode of @SonicSVM Sonic SVM Research on stablecoins: blog.sonic.game/sonic-svm-rese… We explore the current momentum and competitive landscape, and give a preview on why we believe the door is still open for new entrants to challenge incumbents. This episode also sets the stage for future deep dives—feedback and comments are more than welcome. 🔵🦔

an incomplete map of the Sonic SVM ecosystem

🎁 AIRDROP ALERT 🙌 @goodrdotfun & SEGA will airdrop graduated meme tokens to the Top 10 wallets on @cookiedotfun 🏆 Snapshot: mid-July (exact block TBA) 🎓 Eligible tokens: every $CHILL-tagged project that hits 100 % curve & graduates to SEGA cookie.fun/tokens/segaswap Farm > Graduate > Climb the Cookie board → Get paid. #TagToFarm #Goodr #SEGA #SonicSVM

congrats！

welcome fam!

🔥Special gifts to @Solana_zh community! 🎁FoMoney collection will allocate our Whitelist Spots to Solar's SOL stakers and contributors. 🚀@SonicSVM and @chillonicNFT serves as an incubator for premium assets on Solana. Together with Solar, we want to make this a new standard of asset issuance across SVM! #letsFOMO⚡️