I share my commentary on the market, what I'm thinking, what I'm feeling, what I think will happen, what I've learnt, how I've learnt it - alpha when I'm in the mood
& occasionally I'm a world-class troll
This is the program.

Damn you building for real, I have a podcast 15mins where I interview builders about stuff their working on would love to chat
Had someone on yesterday

Base is (still) at Stage 1 Decentralization!
You may have noticed a warning on saying Base would s…

Token without rights is just a trading chip, so it's speculation not support
Tipping is a cleaner signal. Value flows to creators as intended, no mcap hype or misaligned incentives
If the future's creator-powered, it needs better primitives than contentcoins

Tbh some may know bout these before others, some could be part of the team, some snipe and some research. Memecoins so unpredictable sometimes. Always dyor and never fomo. 🫡

I woke up early in the morning to see that the lock-up position rules for a certain project have changed.
The way the unlocking is done may affect the community's enthusiasm for the project. The community has sent out a loud and clear message, and the project team has listened.
The project has removed the vesting clause from the community sale, and all allocations will be 100% unlocked at TGE.
An AI project also forwarded it. It's just that the KYC process is a bit troublesome.

if you met crackbrah, or spoke with him... you would remove that what if
that man is the hardest working dev I've seen in ages. incredible cult leader
price action and community of Tokabu shows it too

✅Asset Level
✅Awareness Level
I believe that by increasing individual levels from two perspectives, a strong community will be built. Let's do it 🫡

Is the focus on education truly distinct from indirect promotion, though?

Is the real challenge proving long term sustainability beyond initial hype?

The volume of the things I like is very low, because they have not been contaminated by any KOL.

I know there's a lot of people who have imposter syndrome in crypto. I promise you there's so many confident crypto investors managing a lot of other people's $ that know less than you so you're doing just fine! Seeing them is genuinely what cured my imposter syndrome

let me elaborate on what mania means for the new cyclers
simply adding 'Inu' to your shitcoin could send it to $100m market cap

Memecoins lost their soul when people started making edits for 10 SOL wins

Having Fud is the test of a long-term project manager

3e is very cheap.
Let me explain:
Minted 1e at 500M fdv, so 3e is 1.5B fdv? Isn't it too low? 🤔
Let's see another L2 listed above 5B (which is 10x from mint price)
But if achievable megaeth can be listed above 20B at launch

The dumb investors with borrowed conviction hate dips because they think price down = bad coin
Smart people who know what they're doing love dips because they know price down = opportunity

I think this solves the token dumping problem, but not at all the AI slop/farming problem. I wish you guys had put more attention on how people could be rewarded through holding token and receive bonus yield on top of that hold/stake if they talk about it. As opposed to pushing

Thank you to every member DAO on R.E.D for supporting Semester 2!
If you are building on DAOs on Solana, the Realms Ecosystem Fund wants to help you!