18x on solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx btw 🫡

Yuge. The market is finally pricing ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 as the equity-like proxy for the entire tokenized securities wave. Remember a tokenized stock wins a trade but a trusted pf token can win a lasting allocation. If a wallet/exchange can distribute one managed exposure token instead of building brokerage, basket execution and rebalancing itself, @Ondo becomes more than an asset issuer. (1) Its stock inventory supplies the pf's (2) Broader distribution will draw balances into those pf's (3) Accepted collateral will make those balances useful in lending and perps And that is a potentially powerful loop.

Are you ready for @ForecastFDN season? Very excited for this launch. I’ll link my article on Forecast below if you haven’t checked it yet.

was on a call with @codecopenflow for @machinedotfun and R______ made me so fkin bullish on the R______ team and my $STONK bag. they know what they are doing, mayne. (ive been on calls with both teams. stark difference that you can tell immediately)

$NET generated more revenue last week than: > the Robinhood chain > Uniswap > Raydium > Pons and more All while being in a relatively low volume consolidation period. Once we see that second leg up, revenue numbers will turn EVERYONE's heads. I have zero doubt that this trades higher somewhere in the future. (🥅,🥅)

NEWS: @LaunchOnSF (StonkFun) has become the #1 memecoin launchpad across all chains by 24-hour revenue, surpassing both PumpFun and Pons combined. It also ranks #3 among all protocols across chains by 24-hour revenue.

46x on $STONK btw 🫡

2x on ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3 in 5 days. Looks like people are liking Confidential Assets! The Privacy Narrative is strong. 🫡

It's getting pretty clear that @solana is the internet’s capital-formation machine!!! Solana’s edge is not throughput in isolation. It is the compression of the full lifecycle of an asset into one environment: attention → launch → price discovery → deep secondary liquidity → lending/collateral → cross-asset rotation. On other chains, those stages are fragmented. On Solana, a narrative can become a liquid market within minutes and immediately be accessible through wallets, aggregators, DEXs, launchpads and trading apps. That creates a compounding moat: 1. where the best traders are, new issuers launch 2. where issuance happens, LPs and MM's follow 3. where liquidity deepens, attention returns This is a network effect around capital velocity.. It made ~$165M in app revenue in the last 30D and this confirms people are paying to transact. Recent data showed Solana apps sustaining roughly $42M in weekly revenue, led by launchpads, trading wallets, DEXs and routing. @Pumpfun alone generated ~$50M in 30D protocol revenue while apps like @LaunchOnSF @fomo bought in roughly $40M+. While @Raydium has recently taken a large share of Solana tokenized equity DEX flow, while @JupiterExchange is adding deposit rails from RH and BNB chain. And majority of these app's tokens ($PUMP solana:4k3Dyjzvzp8eMZWUXbBCjEvwSkkk59S5iCNLY3QrkX6R solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN and $STONK) have direct fee routing or buyback mechanics. Right now we are heading towards this👇 (not completely achieved but this is what I think will happen) More trading activity → more SOL working capital → more SOL locked/staked/collateralized → less liquid float → durable monetary premium Remember this cycle is different because speculation is becoming a routing layer and the more interesting evolution is custom quote pairs and tokenised equity flows which imports another asset’s holders, attention and liquidity into Solana. This is the early stage version of an internet capital market: ➥ cultural assets generate distribution ➥ stock and crypto primitives supply recognizable collateral ➥ Solana provides the shared trading and settlement environment ➥ successful assets then become collateral, LP inventory or treasury assets <<< Looks like liquidity is returning to the internets capital market >>> h/t to @Blockworks for the data

Gm, You remember back in June I told you about a huge privacy innovation: Confidential Assets. And with what's happening recently with "trusted" entities, Privacy is for sure one of the most important Narratives in Crypto. Now, Zama brings these confidential assets to DeFi ↓ --- Basically, @zama is taking confidential DeFi from experiment to actual use. ✦ Quick reminder of what Zama is: → Zama is the HTTPS layer for public blockchains. Zama is NOT a new blockchain for privacy that no one will use. It's a layer that can and should be used on any L1 or L2, where the users already are. That design lets confidentiality sit on top of the venues and liquidity institutional capital already use. Back in June, @zama launched the first confidential USDC yield vault with Morpho and Steakhouse. As I shared here: 🔗 x.com/CryptoShiro_/status/20… 🔗 x.com/CryptoShiro_/status/20… → It went from $0 to $40M TVL in 7 weeks. So yeah, quite a success! Now they're scaling the model: more vaults, more assets, more yield. --- ✦ The new Confidential DeFi launch brings: • 16 vaults • 5 curators • 5 confidential assets • Confidential swaps through the Zama Swap Protocol The idea is pretty simple: DeFi already has the venues, liquidity and strategies. But it's missing the privacy. On public blockchains, your positions, balances and activity are normally visible to everyone. Zama adds a confidentiality layer on top of existing chains and protocols instead of building another isolated blockchain. → Basically, HTTPS for public blockchains. --- ✦ There are now two types of confidential vaults: ▪ Hybrid vaults Existing live vaults that can also accept confidential assets like cUSDC and cUSDT. Same underlying strategy and curator, but your position stays confidential. ▪ Exclusive vaults Vaults built specifically around confidential assets, with no regular public deposit path. This also enables new products, including the first confidential WBTC yield vault. And now you have the Zama Swap Protocol on top of that to make things easier. So now, to be fully confidential in DeFi, you can: • Shield → Deposit → Earn → Swap Without publicly exposing your position or swap intent. Confidential DeFi is getting a lot more real! NFA & DYOR 🫡

>been away sometime focusing on IRL >come back to have a bit of a break, and TL genuinely looks like its got its spirit back >after re-connecting with some degens here & IRL, cant believe what im seeing >just want to write this because i see a lot of guys stuck in this slave mentality of focusing TOO much on the wrong areas >and im writing this cause i only been back 1.5 weeks and yeah i missed stonk, pons etc but already had an amazing run and it was just by keeping it simple, i wasnt even stressed and i barely knew what was going on in the market >probably the most common scenario i saw is when guys think they missed a "runner" when its at 3-5m mc so they dont bid, my brotha in christ running 3-5m to 20m + is a better trade than sitting in the pits of the trenches chasing sub 500k dogshit with toothpicks holding your eyelids open >if you see wallet at 10m and constant threads its linked to RH deploying, you bid that shit >if you see dev of GMX deploy on RH you fucking bid that shit, i saw it at 15m ? Was i first no ? did it matter, fuck no >im not in any groups since back, everything i see is on the TL, quick check of sentiment and confluence in fundamentals and ape >i see dev of AIXBT deploy on robinhood, i fucking bid that shit, again wasnt first, wasnt early, still bidded and still in profit >stop focusing on the wrong things, stop gambling, bet to win >clear narrative, clear runners >you see TVL climbing in an undervalued defi protocol, you bid that shit >betas are ok at times but it needs to make sense or improve the current economics / tech >point in case stonk <> ember ( i personally didnt touch that shit because i got emotional about it and it cost me ) >me personally i never touch the 3rd, 4th, 5th horse, if you were around for agentic frameworks etc youd know how dog shit all that went >to be brutally honest this entire RWA/defi narrative doesnt really excite me that much, i hope we can go to another level, it feels like a weirder or worse agentic arc, but i do agree RWAmeme stocks is a step forward in the right direction in a sense >anyway, never get emotional about it, just play what youre seeing and feeling, never get emotional to certain outcomes, different chains, or groups, as soon as you start doing that you start missing out, not necessarily losing but definitely missing out >stay open minded and dont get caught up in other peoples opinions >as always, dont need to play every single move either, its ok to just watch, take notes and watch things unfold until you see a clear winner >set your own parameters and criteria before it deserves a bid, and dont bid until you see something that ticks all those boxes >im not even using or building any AI tools/dashboards/bots atm, but i think this is absolutely 1000% paramount moving forward, so if anyone has anything interesting send it my way, would love to connect >in regards to narratives, loving that privacy is making a run, privacy the most important tek for the future, good to see inference markets getting love too, we all know and have always said data/credits access to tools etc would be the new oil and it is >will send some % of profits to ARC and play for sure, ofcourse will look for the top meme, dex/liquidity and launchpad >dont care about the pvp, not following any fomo shit, just bidding on multiple confluence straight off the TL by following the right people and doing some basic research >genuinely think its RH & sol szn, sure more things will pop up, monitoring >i dont know who needs to read this but brotha get your ass out that slave mentality shit, hit some safe X's with medium size, if you have enough time ofcourse allocate to pits of trenches in the GC but mann dont overcomplicate it >think btc corrects a bit before next leg up and hopefully we begin ascend for the next 12-24 months, many nukes along the way but hopefully bottom is in and 100 year cycle theory can resume >sorry to disappear then just come back but will explain story and why later, and no, technically, i dont need to be here, i just genuinely missed this place and gratefully i have the time to be back >the humour, the people, the crime, the losses, the wins, the vaporware >many many good projects around for this little zzzycle, lets cook

Foundation being laid out. Good flywheel. Volume will start picking up over time. Huge green candles follow. Same playbook as $PONS and $STONK.

.@LaunchOnSF launched just over a month ago - it is now sitting at $300m fdv - the top 100 coins on the launchpad are valued over $200m - the "yield" from holding assets on stonk reminds me of OG DeFi days - $20m paid out to holders - 15% of the token has been burned - has become an everything launchpad - is the best platform to launch tokens paired with tokenized assets on @solana - does more revenue than pons (which went to $1bn ATH) - still no CEX listings $STONK will be one of the leaders this cycle. data from thestonkboard.com/

Gm, Quick update on @AxisFDN because the Origin Vault just unlocked. If you haven't followed Axis before, here's the simple version: ▪ Axis is a global liquidity provider, running market-neutral trading systems across TradFi, Crypto and FX. USDx is their synthetic dollar, and the Origin Vault was the public vault used to bring capital behind USDx and deploy it through the Axis engine. The vault closed on August 5 with: → $67.2M deposited → 1,857 wallets → 30-day lock Since August 5, the strategy has delivered 21.17% annualized. That's not a forecast btw, it's a realized observation. The performance can be tracked on the Axis transparency dashboard: 🔗 axis.to/transparency So yeah, pretty good return. 🫡 --- ✦ What's happening now? On September 4, the lock ended. If you were in the vault, nothing happens automatically. You can: → Stay in the vault, which becomes the Ecosystem Vault and earns 10x Coordinates → Redeem into USDx and deploy it elsewhere → Redeem into USDx and swap back to USDT if you want to leave But that last option is the one that costs you. Redemption itself is either free with a 7-day wait, while your position keeps earning during processing, or instant for roughly 30bps (0.3%). At the same time, Coordinates Season 1 begins. • Season 0 was mainly about bringing capital into USDx. • Season 1 is about putting that USDx to work across DeFi. Some examples of how to earn Coordinates: → Hold USDx: 16x → USDx/USDT LP through market access to Curve: 20x → USDx LP through market access to Pendle: 20x → YT-USDx through market access to Pendle: 24x Multipliers don't stack though. The same dollar only counts once. And the highest multiplier isn't automatically the best option. Pendle YT, for example, as we've discussed a few times before, decays toward maturity and can go to zero. (These are not Axis partnerships btw, venue references describe market access only and do not imply partnership or endorsement.) --- ✦ What if you weren't in the Origin Vault? This is probably the most important part if you missed the first phase! Origin was a one-week deposit window followed by a 30-day lock. Season 1 is different. You don't need to have participated in Origin to get exposure to USDx and start earning Coordinates. You can acquire USDx and choose what you actually want to do with it. The simplest option is just holding USDx, which earns 16x Coordinates. But as we saw before, there are ways to put it to work across DeFi, and that works for your newly acquired USDx too: → Provide USDx/USDT liquidity through market access to Curve for 20x → LP in the USDx market through market access to Pendle for 20x → Take a YT-USDx position through market access to Pendle for 24x, with the additional maturity risk mentioned above You can also stake into sUSDx, although Season 1 generally gives USDx positions higher multipliers. And that's intentional. Origin was about getting capital behind USDx. Now Axis wants that USDx circulating, building deeper markets and becoming useful liquidity across DeFi. So all in all, if you missed Origin, you didn't miss the Axis opportunity. Season 1 is about deciding where that capital goes next. That's what started on September 4. 🫡 You earn yield and you earn Coordinates on top of that! NFA, DYOR.