Things I'm interested in today: (07.30.2025)- Proof of Play Arcade launchShould be out the door sometime in the next 36 hours...but won't tell you exactly when. Keep your eyes peeled - we're bringing a new game to Abstract that isn't gamblefi...it's a game designed for fun. I hope you all enjoy it. It'll be in your best interest to hop in quickly... :)- TradFi/FOMCI laid out my expectations for this yesterday. imo it's going to be a large nothingburger. Thinking we maybe see some support for cuts expressed ...

Last post before gn...Think these two airdrops are being slept on atm:- Meteora (feels like everyone forgot about it)- Yeet (Legendary is going to get a generational payout from this)think Meteora probably happens sooner than ppl expect...i showed everyone how to use DLMMs moooooooonths ago during AI/meme madness. Many of you will probably print big on it ...

Innovation & Monetization - The industry recognizes "imo Kaito/info/signal/whatever fi" as a highly innovative unlock, particularly beneficial for individuals with a social presence or those aiming to build one [1] - The industry notes that previously, monetization opportunities were scarce for newcomers until they amassed a substantial following; now, earlier monetization is possible with transparent rules [1] - The industry observes that many users misuse the tool, lacking respect for its potential and failing to utilize it effectively [1] User Behavior & Market Dynamics - The industry identifies a problem: many users engage in unfocused spamming across multiple projects they know little about, leading to poor engagement [2] - The industry contrasts current user behavior with the past, where focus on a specific area of interest was key, with little expectation of immediate payment [2] - The industry perceives a shift towards greed, with users forgetting the previous limited options of high-value KOL deals or no payment at all [2]

Interest Rate Scenarios - Base case: No interest rate cut or raise is expected, with a 99.5% likelihood [1][2] - Bull case: A surprise interest rate cut is considered extremely unlikely but would signal a dovish Fed stance, potentially leading to hyperinflation [1] - Bear case: An interest rate hike is considered a chaotic scenario [1] Market Outlook - The market has already priced in the "no cut, no raise" scenario [1] - ETH's current lows around 3710 are expected to be the weekly lows [1] - Institutional buying is expected to drive the market upwards in the coming weeks [1] Potential Outcomes - Abundance is expected in August [1] - In a bull case scenario, BTC could potentially reach $600,000 [1] - In a bear case scenario, all markets could descend into chaos [1]

Business Fundamentals - Businesses exist to deliver value to customers and generate profits for stakeholders [1] - Companies in public markets have a fiduciary duty to focus on profit generation [1] - Business decisions should be smart and revenue-generating [2] Crypto Market Perspective - Crypto participants may not fully grasp the fundamental business concept of profit generation [1] - Trading volume, such as 5 million USD, may not be the sole determinant of user categorization [2]

Actually pretty impressed with how the Abs coins look today.Generally expected larger sell-offs after XP came out today, esp with ETH being pretty volatile.Glad to see that isn't the case, and it seems the allure of XP is a decent carrot for driving user behaviorWhat if we drop something else to help you get XP 🏴‍☠️🏴‍☠️(pls do not use my portfolio as a model of anything lmao....i will buy and sell these when the time is right - this is just for showing % changes) ...

RT Pirate Nation (@PirateNation)You pirates ready?We set sail this Thursday.Find us on stream with @opensea. https://t.co/mevBSPjkR6 ...

Narrator: Yes, that is a literal ponzi scheme https://t.co/cxzqreoi6y ...

Investment Strategy - The industry anticipates continued large institutional allocation into BTC/ETH, suggesting these remain primary holdings for portfolios with decent size [1] - Stablecoins and DeFi yield farming are expected to remain viable for a considerable time, offering opportunities to preserve and grow wealth [1] - Onchain altcoins with revenue streams are viewed as potentially good investments as the market recognizes the value of companies/protocols/projects that generate income and have a token [1] Market Observations - Onchain meme coins generally appear to be underperforming, with potential losses for participants in Pump ICOs and short-term options trading on treasury companies [1] - The market may be challenging for new traders who did not profit during the meme coin frenzy, indicating a shift in market dynamics compared to earlier in 2024 [1]

Partnership & Market Expansion - Proof of Play is partnering with Kaia to provide developers and infrastructure for APAC customers building games and onchain technology [1] - The partnership aims to empower game developers with Verified RNG (Random Number Generator) and battle-tested game infrastructure [1] - The collaboration focuses on bringing provable randomness to Kaia Chain [1] - The partnership signifies an expansion into a largely untapped market in the APAC region [1] Technology & Services - Proof of Play is offering vRNG (verifiable Random Number Generator) and other unannounced technologies [1] - Kaia and Proof of Play are enabling the development of games that are provably fair [2]