Workflow
BREAD | ∑:
icon
Search documents
X @BREAD | ∑:
BREAD | ∑:· 2025-09-14 15:44
The reason this is a vibe is because there have been no culturally in-touch chains launched affiliated with Ethereum to-date.Everything is one of either:→ Hello, Fellow Kids (i.e. Base)→ Research coin (i.e. Starknet)Nothing leans in to the FAFO energy that CT craves, which is downstream of building for a great consumer experience, which is downstream of IBRL mentality.Who knows if MegaETH will actually fill that void, but we're going to find out.Market still doesn't appreciate the performance gap we'll brin ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-14 09:54
This is the arb that creates the Metaplanet mNAV premium beyond most other DATs btw.Means the stock will compress based on fundamentals once the bill is passed (2026).Coin Bureau (@coinbureau):🇯🇵JAPAN SLASHES BITCOIN TAXES!Crypto tax will drop from 55% to 20%, and new rules will treat crypto gains the same as stock gains. https://t.co/LO2m44IZlK ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-13 23:27
RT namik // mega-chef Σ: (@NamikMuduroglu)the ultimate barbell isMEGA <> ETH squishing everything else ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-13 22:13
They were indeed off.BREAD | ∑: (@0xBreadguy):PUMP:HYPE ratio feels offNotes:→ PUMP fee durability is a question→ Growth multiples are obv different→ PUMP is getting a lot of activity on the back of creator payouts right now (Ascend) https://t.co/RPMwMY5mzK ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-13 20:26
Apparently it's a thing to collect Asian vehicles in PNW.Once a week I come across something like this, just chilling on the street or in a mundane shopping center parking lot.They have so much character it makes me want one. https://t.co/xk4xMceqTZ ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-13 20:08
Cap-late-zeA restaurant that specializes in plated caprese salads https://t.co/KCYZzWr5uM ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-13 19:55
I bagged up this morning on $PUMP.No way their revenues slow the next month+, which has outpaced HYPE on the 24hr/7d in fees at 1/10th the mc/fdv ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-13 19:53
They spend infinite money for the biggest creators while Pump spends zero to attract ~all net-new streamers.Only takes one to really send before the rest catch wind and you have a huge influx of people coming and launching. It's better to make a couple hundred bucks than 0 ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-13 19:53
The genius of creator fees on Pump is that it removed the Gainzy dump outcome from launchers.Now you have aligned incentives- Creators stream more for volume- Holders lose dev dump overhangYou can hear the token destigmatization in this clip.https://t.co/fAC9CSCd95 ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-12 23:20
Clip is choppy, but very bearish CRCL.To the point where I might flip my COIN calls to CRCL LEAP puts.Circle vs Tether→ Bo Hines (former Whitehouse digital asset advisor) has now cleared the path for USA₮, so regulatory moat is evaporated.Circle vs Rates→ Being based entirely on tbills means rate cuts are directly cutting into their profit margins.Circle vs Native Stables→ USDH and USDm announcements are opening the industry to the idea of chains internalizing the yield generated by passive stable TVLCombin ...