YEdu retweeted
Taking risks is your only chance to make it as a man that comes from nothing. There is literally no such thing as a safe route.
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Momentum cooling without BTC losing support would make me more bullish is all we need.
So far we're doing well.
So far we're doing well.
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Yeah it's the first step as a protocol buying its token creates identifiable demand, but that alone does not prove it is the dominant marginal buyer, that purchases exceed selling pressure or that the token is attractively valued. Basically👇
Customer payments → protocol rev → actual token purchases → identifiable token destination
There's a reason recently why we're seeing serious interest around businesses that turn customer spending into demand for their own token.
$HYPE $PUMP $LIT $NEAR $STONK and $VVV are some good examples of it. Also $UNI $PONS $RAY $SYRUP also have rev funded purchase mechanisms worth tracking (but doesn't make it to the main list)
Buybacks will be a norm soon which is why we need to find businesses where recurring rev can grow the buying budget before the market prices that improvement. Yes treasury purchase still creates demand, even without a burn but where those tokens go determines whether that demand is durable or temporary.
Customer payments → protocol rev → actual token purchases → identifiable token destination
There's a reason recently why we're seeing serious interest around businesses that turn customer spending into demand for their own token.
$HYPE $PUMP $LIT $NEAR $STONK and $VVV are some good examples of it. Also $UNI $PONS $RAY $SYRUP also have rev funded purchase mechanisms worth tracking (but doesn't make it to the main list)
Buybacks will be a norm soon which is why we need to find businesses where recurring rev can grow the buying budget before the market prices that improvement. Yes treasury purchase still creates demand, even without a burn but where those tokens go determines whether that demand is durable or temporary.
You should be buying coins where the marginal buyer is the protocol themselves rather than hoping somebody else comes along. If a team isn't buying their own token, you shouldn't be either
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I really want @AskVenice to move from the AI destination people visit into an inference supplier embedded inside products they already use cuz that’s the bigger TAM for em.
Basically serving devs who want to offer pvt AI without operating models themselves. As agents handle more personal context, privacy will shift from a preference to a purchasing requirement and my bet is devs would rather buy that capability through an API than build and maintain the infra.
Won't be surprised if Venice serves thousands of applications without acquiring every end user directly an that’s why I’m interested in $VVV which is a route to recurring customer funded demand.
Basically serving devs who want to offer pvt AI without operating models themselves. As agents handle more personal context, privacy will shift from a preference to a purchasing requirement and my bet is devs would rather buy that capability through an API than build and maintain the infra.
Won't be surprised if Venice serves thousands of applications without acquiring every end user directly an that’s why I’m interested in $VVV which is a route to recurring customer funded demand.
$VVV burns are increasing about ~1% a day
$9,000 daily $VVV burn on July 17th
$24,150 daily $VVV burn on October 25th
At this rate, January will start with $45,000 of daily $VVV burns, and end with $62,000 daily $VVV burn
Lower that assumption by 33%, and you get $300,000 mber 2027
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YEdu retweeted
Crypto is now the minority on @variational_io: TradFi markets did 62% of total volume in the last 30 days.
The engine is Swaps, which account for ~90% of the TradFi volume, across 150+ markets.
TradFi onchain is growing fast, and this is one of the widest lineups to trade it.
The engine is Swaps, which account for ~90% of the TradFi volume, across 150+ markets.
TradFi onchain is growing fast, and this is one of the widest lineups to trade it.
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Mastering the basics has given me something more useful than answers and i.e expectations.
Cuz one can’t spot an unusual protocol until I know what ordinary economics look like.
My research started with what should be difficult and then asking who is making it easier and that's how I positioned my spot bags.
Cuz one can’t spot an unusual protocol until I know what ordinary economics look like.
My research started with what should be difficult and then asking who is making it easier and that's how I positioned my spot bags.
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YEdu retweeted
How is this cycle different from the last ? What are some of the early signs pointing to it ? ( it’s in Hindi )
youtu.be/lD-i-F4Cxy4?si…
youtu.be/lD-i-F4Cxy4?si…
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Game on.
I said it before and I'm saying it again.
"I’m bullish on $CHIP because I think the market is underestimating who eventually needs GPU financing"
@USDai_Official' TAM is huge.
Businesses know deciding intelligence is too important to rent forever and now compute is erating expense so owning the hardware becoming a financing decision.
I said it before and I'm saying it again.
"I’m bullish on $CHIP because I think the market is underestimating who eventually needs GPU financing"
@USDai_Official' TAM is huge.
Businesses know deciding intelligence is too important to rent forever and now compute is erating expense so owning the hardware becoming a financing decision.
$1M of $CHIP bought back by USDAI Inc.
22,343,372 $CHIP purchased with USDC at an average price of $0.044756 across multiple exchanges.
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near:native is my second-largest bag and this is encouraging.
@near_intents captured 46% more revenue/dollar routed across consecutive 30D windows.
I like this as we've better economics before volume recovers. If capture holds and returning activity increases it will fund a get.
h/t to @DefiLlama for the data
@near_intents captured 46% more revenue/dollar routed across consecutive 30D windows.
I like this as we've better economics before volume recovers. If capture holds and returning activity increases it will fund a get.
h/t to @DefiLlama for the data
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I think one of the most dangerous things in crypto is making money in a way that teaches you the wrong lesson.
Like a concentrated bet might work so you decide concentration is your edge. Sometimes refusing to sell could pay off, so you start treating exits as a lack of conviction. Basically we profit but our explanation for it can still be wrong.
That gets expensive when you carry the same behaviour into a different market with a bigger portfolio. Cutting a position becomes harder because we’re not just admitting this trade failed, we’re questioning the process we credited for your earlier success and that 💩 hurts.
After a few good trades, I started reviewing my own decisions more honestly like what was repeatable and what did the market simply let me get away with. Yes there were flaws in my process that profitable outcomes had made easy to ignore and the biggest gap for me has been btw analysis and execution.
Data can help me identify an opportunity. It's like I can get the thesis right and still manage the trade badly. I’m not making my living from trading yet (which I want to change) but I don’t want to confuse a few exceptional wins with having a dependable process.
That’s why I’m learning and finding my go to system that complement what I’ve developed so far. Especially trading part-time (I believe 90% of the CT and so called KOLs fall into this), I need decisions that don’t depend on being at the screen or feeling confident in the moment.
Slowly getting the confidence in what I share here to come from understanding both the opportunity and how I could mishandle it. Cheers.
Like a concentrated bet might work so you decide concentration is your edge. Sometimes refusing to sell could pay off, so you start treating exits as a lack of conviction. Basically we profit but our explanation for it can still be wrong.
That gets expensive when you carry the same behaviour into a different market with a bigger portfolio. Cutting a position becomes harder because we’re not just admitting this trade failed, we’re questioning the process we credited for your earlier success and that 💩 hurts.
After a few good trades, I started reviewing my own decisions more honestly like what was repeatable and what did the market simply let me get away with. Yes there were flaws in my process that profitable outcomes had made easy to ignore and the biggest gap for me has been btw analysis and execution.
Data can help me identify an opportunity. It's like I can get the thesis right and still manage the trade badly. I’m not making my living from trading yet (which I want to change) but I don’t want to confuse a few exceptional wins with having a dependable process.
That’s why I’m learning and finding my go to system that complement what I’ve developed so far. Especially trading part-time (I believe 90% of the CT and so called KOLs fall into this), I need decisions that don’t depend on being at the screen or feeling confident in the moment.
Slowly getting the confidence in what I share here to come from understanding both the opportunity and how I could mishandle it. Cheers.
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If you notice @ethena' fee chart looks like a business is finding a floor than one continuing to deteriorate.
> 5M+ in the $17M–$20M range
> Sept was ~$22M, up ~20% on August and back to March levels
> Weekly fees have held a $3.5M–$5.3M band since June
Still ~65% below the Sept 2025decline stopped five months ago.
h/t to @BlockworksData for the data
> 5M+ in the $17M–$20M range
> Sept was ~$22M, up ~20% on August and back to March levels
> Weekly fees have held a $3.5M–$5.3M band since June
Still ~65% below the Sept 2025decline stopped five months ago.
h/t to @BlockworksData for the data
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YEdu retweeted
When you've invested ample time and unwavering commitment in your game, the opinions of others fade into insignificance.
With time and unwavering obsession, it will come to fruition.
Confidence and conviction make everything else optional.
With time and unwavering obsession, it will come to fruition.
Confidence and conviction make everything else optional.
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So many of y'all won't like this but only solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn and $ORE have price and revenue both rising.
h/t to @DefiLlama for the data
h/t to @DefiLlama for the data
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