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Onchain is extremely fried rn, $VVV narrative got recycled into beta galore and it was just the same capital pvping.
Lower on majors before we get sustained momentum onchain imho.
The next narrative is likely already lurking, I'll be monitoring mainnet, Base and TON mainly. Eyes still remain on new UniV4 deploys.
Also looking to deploy sizeably into TON itself.
In the meantime I think there is still some decent r/r playing with limited capital in the trenches despite conditions not being the best.
One micro I have my eye on is $yoshi by @Zeneca whom stated that v2 is in the works. Checking the agent's logs on the website I like what I see.
On top of that the chart is floored out and downside appears relatively limited. NFA DYOR.
CA: 0x799E7C0811e3aD741b45eaB15773888e5996Db07
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V retweetledi
.@_proxystudio adding some interesting commits to the $LIQ github + the aforementioned / $DIEM pairs
GIF
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V retweetledi
@_proxystudio can i just be the first to say its a pleasure to have you back
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.@ErikVoorhees would love to show you something we shipped on $diem
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some of you read the post
some of you scrolled past it
guess who's eating rn
votesa ■@votesa
Liquid is wiring up something big new launches on liquid will have the option to pair against $DIEM instead of weth. every trade through that pool routes fees in DIEM. 1 DIEM = $1 of @AskVenice api credit per day, forever. the agent attached to your token earns its own compute from swap volume the flywheel: new liquid tokens → paired with DIEM DIEM → paired with VVV on aerodrome VVV already ran to $1.5B FDV without this catalyst every new launch on liquid sends demand straight down that stack $POD did 800% just for being venice's default model provider from the outside. DIEM-paired launches sit directly inside the ecosystem migration also got its own section. the team ran their own solana → base migration with, turned that experience into a product. the in-app migration tool is base-only for now: any project currently on another base launchpad can port to liquid in one flow quote @goodvimonly: "say what you want about @_proxystudio, without him there is no clanker, no bankr, no flaunch" just look at what liquid has put together: → partnership with @rainbowdotme wallet → first DIEM-paired launchpad on base → vampire attack with migration been holding $LIQ since the $CLANKER days on solana, never sold a single token. liquid season feels close and we might finally see the first post-launch runners Liquid CA: 0x09b8903aBf2ea0721E34427353988c2F43c6d64F think for yourselves bros
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I think they are busy pricing it in $LIQ
V@goodvimonly
can someone tell me if this is priced in?
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