ethrex ships production infrastructure. no token for 10 years. whitepaper drops tokenomics details soon. imagine buying proven tech before speculation discovers it exists. ...

steth depegs to 0.97 are free money. only 0.35% of supply can exit without impact so leveraged unwinds create predictable arbitrage. lido processes $42b through pools too thin for size. buy the depeg sell the restoration. works every time because the queue forces it back to peg. ...

kraken holds 4.5% of useless supply worth $11m. exchanges don't accumulate tokens facing ip disputes unless their legal teams already cleared it. the fud campaign admitted to suppressing price since 0.4. kraken's position says the legal claims are theater and they're front-running the resolution. ...

native markets wins usdh and nobody's calculating the revenue correctly. $10b stablecoin at 5% yield = $500m annually. 50% flows to hype buybacks = $250m new buying pressure on top of $1.2b trading fees. hype at $57 prices the dex but ignores the stablecoin printing machine launching january. ...

i will never understand traders panicking about $12b eth stuck in exit queues. imagine posting "need to exit my validators immediately for liquidity" then discovering you're locked for 46 days minimum. forced hodl. ...

tao processes 30b tokens daily at 90% lower cost than google cloud. trades at $347 down 72% from highs. https://t.co/eQ9skbAnnv streamers make 100k eating mayo on camera at 8b valuation. halving in 100 days ends emission dumps. infrastructure gets ignored until everyone needs it. ...

optimism collected $295m from coinbase to build base. they now control the tech stack for 40% of all l2 value through op stack infrastructure. $8.4b tvl runs on their rails but op trades at $1.8b like it's just another rollup competing for users. they own the picks and shovels. ...

jupiter killed the treasury model that required governance votes and committees. 22% of supply disappears yearly through $168m in hardcoded buybacks.the machines are buying. ...

exotic markets ran a uniform price auction where 694 bidders all paid $0.0052. no vcs got cheaper tokens. no insiders to dump. instant 284% appreciation to $200m because every holder has the same cost basis. metaplex genesis platform just solved the fair launch problem that killed 90% of 2024 tokens. ...

streamers earn $100k from 80 viewers. the math breaks traditional models. https://t.co/eQ9skbAnnv generates $10m daily from 5,000 token launches, not ad revenue or subscriptions. trading at 3x revenue vs tech at 20x. ...