glimlach

@PeterSchiff Bro, just buy $ANSEM.

Oil prices and bond yields continue to rise, with oil above $85 and yields on 10- and 30-year Treasuries now at 4.63% & 5.14%, respectively. These trends will likely continue and are bearish for the economy and corporate earnings. How much longer can stock investors ignore this?

Is something cooking with $ASTEROID? About $300k worth of tokens were withdrawn from exchanges over the past week.

@cryptolyxe crypto wallet in 2026 lol 🤡

Pavel Durov bullposting crypto utility through telegram bullish for gram

@ChainLinkGod Overall, yeah, I think most serious people have the feeling that someone just created a token for an online casino.

The reason why PumpFun $PUMP trades at a lower revenue multiple than Hyperliquid $HYPE is pretty straightforward: 1. Investors view perps (Hyperliquid) as having more durable revenue with larger future growth potential beyond the crypto sphere, than memecoin launchpads (PumpFun) which are solely retail gambling focused 2. PumpFun has notable team/investor token unlocks creating ongoing sell pressure and VC overhang for holders/buybacks to absorb, whereas Hyperliquid has unlocked/sold only a fraction of what they could have and has no VC overhang to deal with 3. PumpFun sold both tokens and equity to investors, creating a dual token vs equity conflict of interest misalignment problem with unclear boundaries of value accrual, whereas Hyperliquid has not sold equity and just has token 4. PumpFun has already reduced token value accrual from its buyback and burn mechanism from 100% to 50% of revenues, whereas Hyperliquid remains 99% of revenues, discretionary decision token holders had no say over 5. People generally don’t trust the PumpFun team nearly as much as they Hyperliquid, e.g., team promising an airdrop and not doing it, etc 6. Bad vibes associated with investing in memecoin platforms, akin to investing in payday lenders or private prisons, vs Hyperliquid being a more ‘clean’ bet on 24/7 markets that is more Wall Street digestible Could any of this change at any time? Yep, and that’s a fine thesis to have Will HYPE or PUMP perform better in short term? I have no idea, I hope both do well But the difference in historical and current valuation between the two assets is not inexplicable and it’s not just a trust issue

Another unhealthy phenomenon for crypto. While some are losing money on memecoins, others are selling them the fishing rods and making profit. And most likely, this is temporary again. I love memecoins, but I don’t like what’s happening right now. You’re fragmenting liquidity once more.

@MacroCRG incredible

incredible.

@mdudas @TeamMessi @Trovexyz Ronaldo.

son just pulled this @TeamMessi grail on @Trovexyz pregame lfg 🇦🇷!

@blknoiz06 & @pumpfun are running one of the best marketing strategies we’ve seen in a while. You all saw how this guy bought $PUMP with $100k through his public wallet, knowing full well that everyone would start talking about it. At the same time, he has repeatedly pointed out the rather low credibility of @a1lon9 and the team in his posts, comparing their revenue to Hyperliquid He deliberately avoids saying he’s working with them, fully understanding how CT would react to that. However, more than half of the success here depends on the PumpFun team. I think this is a special operation aimed at restoring trust. $ANSEM simply cannot afford to fail. This is a one-of-a-kind successful experiment.

@game_for_one It’s about time we brought back the old attention to @avici

@JavierVG_ don’t understand why all the MetaDAO graduates are trading so cheap

Tldr: a project that has processed over $800M in payments, is growing rev 29% MoM, has surpassed $3M ARR, is backed by Colosseum, has partnerships with Circle and OwlThing -a Nasdaq fintech company- and has raised $33M amid strong VC interest. Sitting at 6M -60% circ-. Make it make sense. Genny genny. $Cred

@blknoiz06 @andyyy keeps pretending he’s not collaborating with @Pumpfun

@andyyy pump having the same 2Y revenue as hyperliquid and trading at a 50x lower valuation bc they refuse to acknowledge their core user base is genuinely hilarious

Revenue meta turned out to be a multi-year phenomenon. Looks like the haters were right...revenue is not a meta...its the foundation for real capital allocation into a growing industry from investors who value assets based on cash flows, P&L, and growth forecasting. Welcome to the big leagues, fellow crypto investors.

Ben Pasternak you would’ve loved Robinhood Chain…

@RunnerXBT Everyone had a few days to buy it around the $1M mark. You can make money on pretty much anything, but sitting around whining and complaining is something only you can do, bro.

so the new "shiny on-chain thing" mooned for 4 days in a row followed by -75% lmeow

@blknoiz06 @RDRembert on one hand, it looks like @blknoiz06 is running this campaign together with @Pumpfun, but at the same time he managed to paint them in a not-so-great light in his posts. I think this is actually really good marketing.

@RDRembert yea lol

Is Pumpfun still the best place to launch a Solana meme?! @blknoiz06

Let’s be real. @brian_armstrong coin dumped because he chose not to jump back into the memecoin game to protect his reputation. If he had started shilling it hard, we would’ve ended up with the exact same pattern anyway — just from way higher prices. The outcome is always the same. It’s better to see this drop now at $30M than later when it’s sitting at $200-500M. People who lost money (and let’s be honest, most did) are always gonna be pissed. base:0xb2000000000000000000007bf6d5cbb0e24cb301

he did it again

@EvgenyGaevoy future😆

Genuinely challenge anyone to defend this, like this is is pretty bad

@AltcoinSherpa lmao, let's just spam charts of every single ticker, draw random lines on them, and go "hmm, maybe I'll buy... or maybe not, gotta think about it

yeah lets go from Ansem to Cashcat to Brian and keep assuming that these pumps are going to get bigger and bigger....