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H F K
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@rambo_xbt @StreetFDN how about $Orgo ? when they will use ERC - S token as well?was it already confirmed?
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The interest in Base is shifting from revenue AI agents to agentic infrastructure with clean tokenomics tied to network effects.
Revenue agent tokens are suffering from the same thing that Solana tokens suffered from:
An inability to tie the token to the revenue generated in a way that the market values.
It all comes back to the same question: "Why hold the token?" Until tokens solve this, prices will continue to bleed.
Take a note of what charts are holding up and which ones are losing momentum.
Market is showing you what infra to bid.
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H F K retweetledi
H F K retweetledi

We made the very wise and retrospectively lucky decision to not launch pre-maturely and seek more legal clarity & build out the best experience for founders, their traditional investors and the interface layer between founders <> tokenholders.
During the past months we conducted interviews and studies with over 100 traditional VCs and over 200 founders across Stanford & overall SF to turn Street from a weird idea into something people can accept as they accept Angelist on their cap table.
Any delay in the past has been for your own good- and we learned massively in this process.
Street isn't another launchpad that can be spun up in a week of Cursor vibe-coding, we saw 100 examples of why this doesn't work out this cycle. It's extensive legal work that has to be signed off by multiple large law firms for their clients & has to be accepted as SOTA.
I could have easily done the BonkFun GTM and scammed one startup coin to $100m, be called the best product and the future of finance for a week until it would have all crashed down on us because we neither touched adverse selection on the token holder site nor on the startup side.
Good things take time & when Street works out this industry is changed forever. Re-accuring liquidity over a draining lake, valuable tokens, all this is a 180 degree push not just a slight iteration of Believe, PumpFun and how they are all called.
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Can someone at @StreetFDN confirm this week? I'm depressed thinking it never happens.
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@rambo_xbt @isellbeforeyou @StreetFDN Tell them! Equity exposure is the future for crypto. We must heal
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Conviction is dead because everything is vapor.
Tokens that run on narrative die.
Tokens with equity exposure fixes this.
A small pool of quality assets tied to real companies. That's what brings conviction back.
Starts soon 👀
@StreetFDN $ORGO $KLED
GIF
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H F K retweetledi

Was talking to someone who knows the market well re: equity exposure onchain (you likely know the name)
He thinks equity exposure could end up being more speculative than memecoins. Word for word reasoning:
- Retail fantasizes about early stage unicorn exposure
- A price floor that appreciates with company growth
- Real world catalysts drive conviction
- Minimal rug risk
- Scarce supply of quality assets
"Elements memes never had"
Does he have a point. Thoughts?
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