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Bonk Eco continues to show strength amid $USELESS rally
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Pump.fun to raise $1B token sale, traders speculating on airdrop
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Boop.Fun leading the way with a new launchpad on Solana.
Arthur
Founder & CIO @DeFianceCapital
Job's not finished, only the start to $100b TVL.
The correct way to invest in the stablecoin vertical is to bet more post-validation for achieving escape velocity.
Study network effect and flywheel.
2 tuntia sitten
Feel more confident that USDe will become a $50b+ asset in the next 3yrs than if you had asked me if we would get to $10b when we first launched.
To date we have minted & redeemed $18b+ in supply returning $450m+ in cash rewards to (s)USDe users without a single basis point of loss.
Hard to put into words how grateful we are for every single dollar that has helped to bootstrap us to this milestone.
Without you Ethena would be nothing; and I would be no one.
3,89K
Being able to do all four are alpha now in life.
8.8. klo 22.31
Conscientiousness is in freefall over the last ten years, which predicts things like:
- relationship fidelity
- keeping your word
- showing up on time
- not quitting when it gets hard
The future belongs to people who can maintain basic decency
4,47K
Arthur kirjasi uudelleen
Feel more confident that USDe will become a $50b+ asset in the next 3yrs than if you had asked me if we would get to $10b when we first launched.
To date we have minted & redeemed $18b+ in supply returning $450m+ in cash rewards to (s)USDe users without a single basis point of loss.
Hard to put into words how grateful we are for every single dollar that has helped to bootstrap us to this milestone.
Without you Ethena would be nothing; and I would be no one.
20
ETH going up is the rising tide that are gonna lift a lot of boats in the DeFi world, unlike the isolated performance of BTC.
Expect a lot of fireworks in top DeFi names very soon.
14.7.2025
Tides are clearly shifting this time for $ETH.
Despite all the mishaps in the past few years, ETH still has great fundamentals(TVL, default tokenization network etc).
With some big tradfi figureheads endorsing and being bullish ETH, I can see ETH's performance serving as tailwind instead of headwind for DeFi Renaissance this time.
28,47K
Arthur kirjasi uudelleen
idk about u but $ENA is at a really cool spot of the cycle where it should enjoy all of the tailwind:
- DATs nonstop bidding
- ...which also enjoy the stablecoin narrative
- where short trades are trading down
- ... and crypto basis heating up w/ DATs + price, so the UST - crypto spread widens w/ good liquidity
- Bafin risk lifted so maybe soon buyback
- ETH & DeFi exposure
- Maybe soon HIP3 leverage w/ USDE underlying
- and HUSDE capturing $HYPE basis adding fees
14,21K
Tides getting stronger.
14.7.2025
Tides are clearly shifting this time for $ETH.
Despite all the mishaps in the past few years, ETH still has great fundamentals(TVL, default tokenization network etc).
With some big tradfi figureheads endorsing and being bullish ETH, I can see ETH's performance serving as tailwind instead of headwind for DeFi Renaissance this time.
29,29K
"It's a race to accumulate as much ETH as possible below $4k."
Well this come faster than expected.
7.8. klo 23.12
This is probably the best podcast I've listen to on ETH lately.
Tom Lee delivered an absolute master class bull thesis on ETH.
10,15K
This is probably the best podcast I've listen to on ETH lately.
Tom Lee delivered an absolute master class bull thesis on ETH.
6.8. klo 21.00
This is the biggest ETH bull we've ever seen.
5% of total ETH supply.
And $BMNR is moving faster than @saylor.
@fundstrat says that this is the vehicle that Wall St. and the US Government want to see.
18,76K
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