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24th July 2025

Simon Shockey
Simon Shockey

$PUMP Reality Check: Live Discussion on Post-TGE Performance

Went live with Laura Shin on Unchained this morning alongside Jason and Yan breaking down what’s weighed on $PUMP since TGE.

We discussed what’s driving the price action, how the ICO structure may have impacted launch dynamics, potential airdrop timing, buyback strategy, and whether Pump can claw back crypto market share from letsbonk.fu

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PUMP, LAUNCHCOIN Racing to Zero?

Pumpfun founder Alon appeared on threadguy’s stream today. A summary of the discussion can be found here. Meanwhile, Believe App founder Ben Pasternak came out with a public apology for the poor communication in recent weeks. The market reacted poorly to each, with both tokens plunging 15% today.

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The big winner over the past few weeks

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23rd July 2025

Lucas Shin
Lucas Shin

Ethereum: The Home of Crypto x AI??

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It looks like Ethereum wants to become the home of crypto x AI.

Endorsing Talos on X isn’t just amplifying another protocol. To me, it’s a statement that tells us what they’re thinking: AI-native applications will drive the network’s next growth cycle.

What’s the Market Saying?

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While it’s too early to draw definitive conclusions abo

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Marcus Wu
Marcus Wu

When Comparison Isn’t the Thief of Joy But the Roadmap: ETH and AMZN

There’s a saying that “comparison is the thief of joy.” But when it comes to asymmetric assets that trade in narrative arcs, comparison is actually one of the most valuable tools we have.

Because what if the thing you’re holding isn’t just undervalued? What if it’s early in the exact same structural journey that once reshaped an entire s

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21st July 2025

José Macedo and Pondering Durian: The Birth of Delphi Intelligence

Join Tommy Shaughnessy as he hosts Pondering Durian (Lead at Delphi Intelligence) and José Maria Macedo (Co-Founder at Delphi Labs & Founding Partner at Delphi Ventures) to introduce Delphi Intelligence — Delphi’s new open research initiative focused...
Ceteris
Ceteris

Jito to Shake up Solana Market Structure With BAM

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Jito announced their new TEE-based marketplace BAM today. This is going to shake up Solana market structure quite a bit.

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Essentially, nodes will run BAM and allow applications to create private and custom sequencing rules. This can be used for use cases such as cancel priority (ensuring mm’s don’t get picked off), feeless transactions,

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20th July 2025

Ceteris
Ceteris

Drift Perps Hit $1B on Recent Momentum

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While people have loved to mock Drift, they have quietly been ramping up activity recently, hitting their first $1B volume day after a week of >$550M/day.

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According to their founder the main reasons are onboarding new mm’s, their protocol owned amm, retail activity and ofc performance upgrades (and the ZERO fees on BTC & ETH introduced

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17th July 2025

Marcus Wu
Marcus Wu

The Next 33 Days of Bliss - Mapping the Altseason Fractal into Early August

The Wolf of Wall Street': The polarizing reviews are in...

Everyone for the next 33 days

Back in April, I pointed to a clean structural repeat forming on the TOTAL3 chart, which tracks the total crypto market cap excluding BTC and ETH. The setup mirrored the July to November 2024 breakout with surprising precision. Price structure, volatility compression, RSI behavior, and Fibonacci retracements

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15th July 2025

Minty
Minty

Pengu Update: Analysis of Cultural Relevance and Market Position

Since my last alpha feed post, Pengu has basically dumped and revived in the span of a few months. This post provides an update on Pengu changes and examines what might be driving the recent volatility.

Where does Pengu stand?

Pengu is a tricky asset to value because it’s hard to quantify how relevant cultural attention is to buying deman

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The Moral Quandry of Pump Fun

Pump Fun is a controversial app. It’s one out of a handful of crypto’s breakout apps over the last few years, but its also extremely hated.

And the haters have a point. Pump Fun has objectively had a net negative effect on onchain wealth distribution. Most people who traded on it, or traded coins issued on it, lost money. Over 60% of addr

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