Market Dynamics - MegaETH is expected to unlock new application use cases for ETH, expanding its utility [1] - Currently, Solana dominates the ecosystem, offering arguably more decentralization and definitely more performance [1] - The launch of MegaETH could lead to a market dominated by ETH and MegaETH, potentially overshadowing other chains [1] Potential Impact on Ethereum - Ansem questions whether the launch of MegaETH will be bullish or bearish for Ethereum's price [1]

Market Cap - Pump's Fully Diluted Valuation (FDV) reaches $8 billion [1]

RT ATARI 🤙 (@atari_god)This post was much overdue expressing my gratitude to the @modernmarket_ fam.This is gonna be a long post…I have been in this space since 2017 and listened to so many different spaces and KOLs. I’ve been fortunate enough to meet some incredible people along the way and one of my best friends in this space @metabloxx turned me onto this show.Without throwing too much shade 99% of the spaces and shows are garbage.The first time I tuned in , listening to @BCheque1 @legendarygainz_ _and @ ...

Update: still off.With PUMP activity spike the 7d/30d fees have both flipped HYPE, while being at:▸ 17% the Mcap▸ 14% the FDV https://t.co/vntHnA3wDPBREAD | ∑: (@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 ...

New rule:I must block at least 1 bot for every post.I will implement an EIP-1559-style mechanism, where if I receive >50% AI replies then the block amount increases by 2x the next post.If below 50%, then block requirement decreases. ...

I've decided to bag-up $HYPD when markets open Monday.Thesis is simple: it's a tradfi cabal stock play on $HYPETLDR→ The CIO which pitched the HYPE DATco strat was promoted to CEO on Tue→ @fiege_max, who just won the USDH bid with Native Markets, is a strategic advisor→ It's still just below/at mNAV after catching up from a 50% discount the last ~week→ Hyperion is positioning as a validator and has been farming Kinetiq+ for awhile (promising to pass on value to stock holders)→ Tom Lee just retweeted HYPD+SO ...

Market Sentiment & Opportunity - There's a perceived lack of culturally relevant Ethereum-based chains appealing to a younger demographic [1][2] - The market may be underestimating the performance advantages of new Ethereum solutions [2] - "MegaETH" is seen as a potential catalyst for attracting younger users ("zoomers") to the Ethereum ecosystem [2] Competitive Landscape - Solana is perceived as a strong competitor to Ethereum, particularly in user experience [2] - Ethereum is seen as potentially too focused on enterprise applications, neglecting consumer-driven innovation [2] Strategy & Focus - A consumer-centric approach, prioritizing user experience and "FAFO energy," is crucial for success [1] - Responsiveness and a developer-friendly EVM environment are key differentiators [2]

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 ...

RT namik // mega-chef Σ: (@NamikMuduroglu)the ultimate barbell isMEGA <> ETH squishing everything else ...

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 ...