Hated rallies start off as apathetic rallies

You think I am joking, but markets started going up when I hung my GREEN labubu on my bag. If any bears need me to hang another colour, you can send me a red v3 labubu.

The new degen loop for $ENA x $PENDLE x $AAVE: 1. Use USDe on Pendle to get PT for a zero-coupon bond w yield + low vol 2. Use that as collateral on Aave to borrow more USDC 3. Use USDC to get more USDe, start from step 1 Exogenous: USDC yield goes up, AAVE TVL moons again

I asked @ReiNetwork0x about the Russian-Ukrainian War and was thoroughly impressed by its output. Caveat: I gave it a very specific behavioural prompt to suit my style.

The BOROS launch soonTM in 1-4 weeks box has been there since April (it is now August 🤣🤣🤣). Massive congratulations to the @pendle_fi team and @tn_pendle for executing the grand vision. Excited for a brand new DeFi primitive!

the most contrarian belief within crypto right now is the idea that crypto actually has credible non financial usecases

To lay no marker is to leave no trail; the hunter finds no prey where none reveals itself. - Sun Tzu on the art of trading without a stop loss

OpenAI and Anthropic both are showing pretty spectacular growth in 2025, with OpenAI doubling ARR in the last 6 months from $6bn to $12bn and Anthropic increasing 5x from $1bn to $5bn in 7 months. If we compare the sources of revenue, the picture is quite interesting: - OpenAI dominates consumer & business subscription revenue - Anthropic just exceeds on API ($3.1bn vs $2.9bn) - Anthropic's API revenue is dominated by coding, with two top customers, Cursor and GitHub Copilot, generating $1.4bn alone - OpenAI's API revenue is likely much more broad-based - Plus, Anthropic is already making $400m ARR from Code Claude, double from just a few weeks ago My sense is that Anthropic's growth is extremely dependent on their dominance in coding - pretty much every single coding assistant is defaulting to Claude 4 Sonnet. If GPT-5 challenges that, with e.g. Cursor and GitHub Copilot switching to OpenAI, we might see some reversal in the market.

Crypto VCs starting to invest in memecoins, calling it "consumer crypto" was probably the galactic forever top

. $GEOD is currently making 4.2m ARR - with 80% of revenues going into buying back its token and burning it (tokens emitted to miners who pay $149 - $1095 for a station). Quite a crazy flywheel is going on, with the percentage of tokens issued getting burned jumping.