Great news - happy "kangaroo-nicorn" hunting to the Airtree team!

- $SPK is shifting to $SYRUP 's ybs over $ENA 's ybs -boosting syrupUSDC allocation from $425M → $530M on BTC-backed lending returns -while fully unwinding $ENA's USDe exposure ($950M → $0) due to underperformance -FDV of $SYRUP is 15X lower than $ENA -decide yourself

It’s a big week at RISE

Let me say it again: ₿uy the dips!!! $BTC $ETH

As Pump dominance continues to crumble, some new rival platforms have started seeing more token creations. Biggest gainers last week (Monday snapshots): • Jup Studio (@jup_studio): +147% (from 341 to 841 tokens) • Bags (@BagsApp): +2,103% (from 34 to 749 tokens) Bonk is still king with 61.4% of the launchpad tokens created on Sloplana.

Selling tokens in anything decent that is still in or coming up to a major vesting period feels wrong here. Flipping to being great "currency". Markets have a way of sorting out major disconnects/imbalances - while I didn't see equity investors as being the ones who would sort out the crypto vesting overhangs, hey it's a solution.

Driving a Ferrari off some scenic European cliff has always had some appeal

This trend accelerating fast and moving way down the FDV stack - when tradfi fee machine gets going it is incredibly efficient at flooding an idea...fast. Suspect most of crypto twitter unaware Wall St is trying to financially engineer their bags, even some pretty obscure the mid-cap ones, into equity.

This trend improving for BONK/RAY/GP 💪 Can see below, currently Pump's lowest token deployment count since Sept 24

Narrative being spun that @bonk_fun runners are inorganic and all the volume is fake is major cope and a coordinated FUD campaign Onchain data shows launchpad volumes are within historical levels and not artificially inflated. @bonk_fun doesnt have the warchest to fake this level of volume especially givem large majority of revs are reinvested back into the community transparently and not coffers of the project treasury or teams pocket Real difference the data shows is the marketshare shift in capital and community You’re going to see more $BONK ruined the trenches’ narrative yet biggest runner in 2025 #USELESS and more big runners like $HOSICO, #MEMECOIN, $ANI, $KORI, #BLUECHIP and list goes on of broader community winning than concentrated few players in $BONK eco Value of the blockchain is that you dont need to trust the KOLs or anyone else, you can verify the permissionless onchain data yourself What it says is 3 things overwhelmingly clear $BONK saved the trenches its $BONK ECO SZN @bonk_fun is the community’s choice Jobs not finished