Web3 Jinx

📍El Salvador Plan ₿ Forum Met some of the sharpest minds in crypto this week. The builders are here. @PlanBElsalvador

@Mellow_ No one talks about memes now

everyone talks about ai and memes meanwhile rwa has become one of the fundamentally strongest sectors in crypto > real assets > real yield > real adoption > strong structure these are what set rwa apart from other sectors tokenized assets have everything needed to survive any market condition we’re still early

Exit crypto and go to AI.

@IsleFinance The portal is looking great

Isle Personal is now in internal testing🌊 Deposit XAUT or wstETH. Isle extends you a stablecoin credit line for real-world spending — without touching your underlying assets. Join waitlist to get early access → isle.finance/personal

@Braves_shadow16 @solana I love the doge meme lol

@web3jinx @solana Hehehe they will be back imo 😄😹 Good roast tho 😂

Went to @solana demo day in nyc. Fiji Water. Sushi. Charcuterie board. Croissant sandwiches. Two private bartenders. Still catering like it's 2021. That's not confidence. That's spending to look confident. Memes made them last cycle's biggest winner. Memes also left them with nothing to sell once the dog coins died. Money YES. Developers YES. Killer narrative NO. The charcuterie board was good though.

@Braves_shadow16 Ikr 😼

@web3jinx Hehehe the best thing they got is good entry Lucky them

Brazil was too late to the party. Turned out to be the point. Most VCs are done. Over-deployed, bad ROI, now frozen. Last cycle they threw capital at anything with a whitepaper. L1s. Infra. Things that sounded important and went nowhere. APAC wanted to get rich by Friday. The West wanted to claim the throne and write the rules. Neither was building anything that mattered. Both got what they deserved. Brazil watched from the back. Everyone else aped into governance tokens and metaverse real estate. Brazilian projects built cross-border payment rails and stablecoins. Boring. Unglamorous. Useful. When your currency evaporates, you don't build fictional economies. The US is still waiting on a clarity act. Brazil passed VASP regulation in 2023 and moved on. Somewhere in Washington, a subcommittee is still forming. The rest of the world is still arguing about definitions. Part 2 to follow.

@Braves_shadow16 @pionex Yes, need to have good visions

@web3jinx @pionex Hehehe that's what I've learnt recently It's best to plug yourself to something that will definitely win

Had lunch with a friend today. Left with alpha I wasn't expecting. Somehow @pionex came up. My first reaction? "Wait, are they still alive?" Yeah. And they've been quietly eating. He said something offhand that I couldn't let go of. So I went home and dug in. Here's what I found — and I haven't stopped thinking about it since: 1. Both founders of @gmgnai came from Pionex. 2. GMGN's transaction fee wallet continuously deposits into Pionex addresses. Onchain. Verifiable. GMGN is the #1 DEX for meme trading — pure onchain, printing fees, but has no safe way to offramp that money. That's a problem. Pionex is regulated, licensed — but let's be honest, nobody's been talking about them. They needed a real revenue stream. They complete each other. GMGN gets a clean, compliant offramp. Pionex gets actual cash flow. My bet: Pionex holds equity or a revenue share in GMGN. The fee settlement flow isn't a coincidence — it's the business model. The "dead exchange" has been quietly collecting a cut from one of the hottest tools in crypto. Sometimes the boring ones are the ones printing. 🫡

@Braves_shadow16 You are amazing 🤩

I hope you don't miss out on this project Alot of things are going on here Keep an eye out gIsle

@Braves_shadow16 @MercadoBitcoin @tether @B2C2Group @CMEGroup yep

@web3jinx @MercadoBitcoin @tether @B2C2Group @CMEGroup Hehehe goes to prove its not a bad day Bad crypto cycle != Bad tek

It’s not a bear market everywhere. Definitely not in São Paulo. Went to @MercadoBitcoin 's Brazilian Week event in NYC. Open bar, great Brazilian bites, @tether Brazil / @B2C2Group / @CMEGroup people in the room. Crypto loves overcomplicating macro takes, but sometimes it’s simple. If people are still paying for open bar in this market, capital is clearly still around. Our office is right next to Mercado Bitcoin in São Paulo, so this wasn’t surprising. Brazilian VCs are still active while half of CT keeps recycling the same “crypto / VC is dead” posts. The community there feels tight, local, and way warmer than most crypto hubs if you actually show up with genuine intent. If you’re building something real, go spend time in São Paulo.

More to come🌊

@zacglover great valuation for VCs (if they still have capital)

the best part of bear markets: > tourists leave > bad projects fold up > talent consolidates in fewer teams anything else?

@soolpurr payment related

So the biggest topics on Solana today are: - Seeker apps - Perps - Prediction Markets - & maybe a bit of Memecoins still Am I missing anything else?

@kateirwin how ironic is that. They are trying to take away the nature of crypto

you have to admit it’s funny that crypto made txns transparent, decentralized and not in fiat for a reason now the biggest institutions are working to make crypto private, privatized, centralized, and use fiat full circle

@0xNairolf What’s the difference

you can tell a lot about someone by whether they check prices on CoinMarketCap or CoinGecko

@Harri_obi Because distribution is the hardest part

Everybody is building new tools and features. Nobody is trying to solve distribution.

@0xTobiasDev I got a referral to a tier2 CEX when I graduated from college lol. What about you?

@web3jinx me too! how did you get started?

I always thought the biggest problem with Web3 was onboarding, and today I feel it more than ever. In my city, nobody knows about Web3. I feel selfish for not sharing this wonderful world with more people, but I don't know how. Is anyone else experiencing this?

@Evanzsolomon Do we really need that many prediction market?

The issue with most prediction market startups is that they’re building features, not apps

@Mellow_ Because rwa is one of the few that has Wall Street capital back up

rwa might become one of the few narratives that survives every market cycle because unlike other financial sectors real world assets already have existing value outside crypto you know what that means, right?