Pablo

6/6 Most projects on @celestia are creating demand from scratch. @RelayProtocol already has $8.5B in volume and 6M users before Relay Chain is live. The demand exists. They’re migrating it onto sovereign infrastructure. Watch the namespace. $TIA

5/6 When Relay Chain is fully live and routing migrates, DA demand grows significantly from current levels. Exact scale depends on architecture and volume transition. But the demand already exists - they’re not building from scratch hoping users arrive.

1/6 Thread on @RelayProtocol - already one of the most interesting namespaces on @celestia. And Relay Chain isn’t even fully live yet. 🧵 $TIA celenium.io/namespace/0000…

@LadliRadha2025 @Bulletxyz They already are. Great numbers considering it’s a gated mainnet launch - celenium.io/namespace/0000…

@Bulletxyz Please start Posting DA on celestia

The Genesis Cup has begun. All gated mainnet users are eligible, check the thread below for more details. If you are not yet on mainnet and wish to join, DM us for a spot.

I joined Celestia (LazyLedger back in the day) bc I knew it was gonna be fucking hard. Ambitious projects aren’t built in crypto lifecycles, they take years. I joined with the intention of sticking by it, building it through *actual* thick and thin, and committing to something I knew was going to span much longer than a 2-year cycle. I wanted this. I wanted to know what it feels like to build a company from the beginning, and I *especially* wanted to know what it would feel like to stick by it when the inevitable FUD comes, when the market is in the absolute shits. Luckily, I get to do this alongside a team of people whose conviction in Celestia and in one another has only grown stronger. And yeah this might be cringe as fuck, but yeah every single one of us truly *loves* Celestia.

@y_cryptoanalyst Fair take. But the story is still writing itself. Modular adoption slower than anticipated. Some left, smart money quietly stacking. Thesis unchanged, infrastructure still being built. Compare TIA now to SOL at its lowest. Nobody was bullish then either.

Celestia 没什么好黑的，凭一己之力把模块化赛道带到了本不该属于它的高度。 TIA 作为crypto 历史上空投规模top 10 的项目，没有辜负以太坊L2 生态OG 玩家，没有辜负Cosmos 生态质押者，没有辜负早期的二级市场买入者（给了3个月足够长的获利了结的时间窗口）。 也没有辜负模块化赛道的友商们，直接带飞了接下来tge 的dym，saga 等模块化项目。 Celestia 唯一辜负的群体，是选择价值投资的钻石手。

@FinanceFreeman Depends on risk appetite but a great asymmetric bet that is massively oversold, solid active dev, real tech and solves a vital infra problem is $TIA

What Altcoin in Crypto is underrated that I should buy and make a video review about? Time to deploy capital is coming very soon imo. Only interested in projects with a LONG TERM VISION Let me know 👇

@osmosis Drop the valuation by 91% just like the annual decrease in DEX revenue. It’s a dying project and no guarantee it recovers with a Cosmos acquisition.

We’ve updated the Cosmos Hub proposal based on validator and community feedback. The biggest change: no new ATOM mint. Any ATOM required beyond the Hub community pool will now be sourced over time using protocol revenue from the DEX, which will be used to purchase ATOM on the open market to fund OSMO → ATOM conversion. This introduces a performance-linked component, where a portion of the acquisition is funded over time through realized protocol revenue — while simultaneously creating open-market demand for ATOM. Total acquisition size remains bounded at < 2.5% of ATOM supply. forum.cosmos.network/t/proposal-dra…

Progress on structure but numbers are tough. Osmosis DEX revenue dropped ~91% in 12 months. Proposal cites $5.5M - actual run rate ~$460K. 43x multiple on declining revenue. Valuation worsens every month governance drags. $atom needs real yield, not validator-controlled recycling

all assets will be digital

Great advice. Still one of the best tax wrappers in the UK. There’s talk of the allowance being cut to £10k, so makes sense to maximise it while it’s still £20k. Today’s the last day of the tax year - it resets tomorrow. If you’ve got £20k sitting there, get it in today.

7/7 @Bulletxyz is currently in a gated mainnet. Namespace bltbatch-t already live on Celestia, posting DA in production now. Limited users. Real activity. One to watch. @celestia $TIA $BULLET

6/7 The Drift exploit just wiped $285M from Solana’s largest perp DEX in 12 minutes. Not celebrating it - terrible for the ecosystem. But it proves demand for onchain perps on Solana is real. The gap for a better performing alternative just got bigger.

1/7 Thread on @bulletxyz - one of the more interesting projects building on @celestia. Worth noting upfront: Celestia doesn’t need any single project. It’s plumbing. But Bullet is one of the first bigger ones with real expectations. 🧵 $TIA $BULLET