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
...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.
The big winner over the past few weeks
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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.
While it’s too early to draw definitive conclusions abo
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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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Jito announced their new TEE-based marketplace BAM today. This is going to shake up Solana market structure quite a bit.
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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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.
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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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
...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.
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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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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