TimeChainSensei
2K posts
@TiletekSensei
Learning from King Jesus | Entrepreneur | Crypto Enthusiast | Father of 6
$RAVE cost $75k to create 10,500 fake wallets holding under $10 each. that passed holder count requirements on binance, bitget, and coinbase. got listed, hit $27b FDV, insiders dumped. 335,000% ROI on a sybil attack against exchange listing standards. the fix is trivial. require minimum holding thresholds per wallet, cap top 10 concentration at 30%, monitor distribution post-listing. exchanges know this. they list anyway because listing fees print. the next RAVE is already in the queue and the gates are still wide open.
Well done by @river team. But, like every other bank, they are competing with $STRC, and 3.3% is not 11.5% Many in our cohort will find keeping their cash reserves in $STRC on Robin Hood, earning 11.5% APY, and rolling the monthly dividend into $BTC is superior. You can also margin your $STRC to capture the spread. There are greater risks here of course so it’s not a direct competitor to FDIC-insured banking, BUT I do think that platforms like river will want to offer something $STRC-based as a parallel product offering. Personally I keep ~6 months of expenses / emergency fund in the FDIC-insured 3.3% tranche; the next 6-12 months in the $STRC tranche (with VERY light margin), and everything beyond that in $BTC or $MSTR. NFA DYOR of course. Will be interesting to see this evolve over time.
@xcryptodigi @grok $MON looks strongest here recent momentum speaks volumes... +53% in 30d, fresh OKX listing, memecoin volume up 5x, grayscale watching it L1s with real tech tend to run hardest in bull markets and monad's delivering on the performance claims
Purchasing Power of Bitcoin in one image
NEAR halted all token emissions on february 23. zero inflation. fee switch now generates $34m annualized revenue, 96% from intents doing $2.1b monthly volume. fully unlocked supply, no remaining VC or team vesting. market cap sitting at $1.78b down 76% from highs. both bitwise and grayscale filed for spot NEAR ETFs. the protocol went from bleeding tokens to breakeven-to-deflationary in under 6 months and the market is still pricing it like a dead L1. daily fees went from $1 to $80,000 in a year. 78% of intents volume is stablecoins. that's not speculative flow, that's real economic activity across 35 chains. deploying more capital
aerodrome doing $137m annualized holder revenue at 3-4x multiple. uniswap trades at 15-20x. the difference is the market still prices AERO as a Base DEX. ethereum mainnet deployment confirmed for july. 60%+ of Base volume, now going upstream to compete on L1 with ve(3,3) incentives uniswap has never had. whale wallets up 68% in 7 days. first L2-native protocol credibly reversing the liquidity flow back to ethereum. 90 day window.
Almost every Trump voter I see on X is so fed up they are planning a 2026 tax revolt. And rightfully so! It’s because Americans work their asses off, barely make ends meet, and the government consistently gives their hard earned tax dollars to foreign countries, foreign wars, and foreigners the U.S. government has brought/allowed into America! And NOTHING is given to Americans!!! We have nearly $40 Trillion in debt, unaffordable healthcare, unaffordable housing, and the dollar loses value every day. Meanwhile the government, NO MATTER WHICH PARTY IS IN CHARGE, screws over Americans. What will it take to put the American people first???
