Tomorrow I'm releasing a DROPS episode with @0xOmnia - of the founding team at @kinetiq_xyz. Omnia runs the largest protocol on Hyperliquid, a business that went from zero to roughly $2.5 billion in staked deposits in about five weeks and is now the third biggest liquid staking protocol on earth, trailing only Binance, Ethereum and Lido. We get into why he thinks hyperEVM's biggest "failure" is actually by design, and why Kinetiq's new L2 - ELYSIUM - might be the first L2 in crypto that adds value instead of extracting it. We talk about: - Why Kinetiq capped deposits at $2.5 billion instead of taking on more - How @Markets_xyz turned Kinetiq into a partner, not a competitor, to @tradexyz - Why Jeff and Omnia agree that hyperEVM was never built to be fast - What Elysium is, and why Omnia calls it the first value-accretive L2 since Arbitrum - How the $KNTQ token routes protocol revenue straight into real-time buybacks - Why Hyperliquid is undoubtedly winning perps but still trails in spot and prediction markets - The real difference between Hyperliquid winning on technology versus winning on PR - Why 30 percent of KNTQ's circulating supply is already staked And much more... DROPS out tomorrow

Closed $FEFER for +$30.7K 🦖 Got in with $1.1K around $250K mc. The moment I saw it I knew it was the perfect setup. After Robinhood ran the way it did, everyone was already looking for the next Robinhood. A lot of people made money being early, even more felt like they missed it, and that whole crowd was hunting for the next one. $FEFER was the closest thing to that they could find. The other key of the thesis was the chain. This was a golden opportunity for @Stable to get themselves on the map. The chain is very unknown, and there's no better promotion than a big runner that catches everyone's eyes. If it was your project, would you let it die or push it as high as possible? So they had every reason to send it, and it ripped. At the top it was double what I took home. I held betting the chain would keep pushing, but then they started slipping. At one point they replied to a tweet with the wrong contract, a Solana CA, while backing their own meme. Rookie stuff, and it kills the narrative bit by bit. They also leaned in way too early and burned every catalyst at once. The move was violent but short, and the story faded almost as fast as it pumped. My own mistake was not realizing they had burned through the catalysts too fast. I was expecting a more sustained pump and the narrative to keep growing, but they spent all the bullets way too quick. Lesson taken. I used this last pump to sell what I had left. It's only pumping because Stable went back to pushing memes again, but the campaigns backing them are weak and the momentum is gone. I think this is just a speculative pump and it fades out. On to the next one 👀

aped $stonkfrog by @4484 lets bond this shit 2h left first 1M crowd launch at @TradePools ??

18% chance Spain's PM is out by year-end. poly.market/QTtCBQi