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X @BREAD | ∑:
BREAD | ∑:· 2025-08-27 11:06
Hyperliquid hits $50 https://t.co/ofwHaceor2 ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-26 22:18
Speaking of, we just upgraded to a legitimate treasure.@boldleonidas https://t.co/1D7TTHHAxPIcoBeast.eth🦇🔊 (@beast_ico):@0xBreadguy I’m just tryna sound smart on the timeline and now I’m getting mogged by a cartoon piece of bread 😭😭😭 ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-26 22:11
I think we need to start drawing distinct lines between pure-play chains and what Hyperliquid will undoubtedly popularize (chains w/ enshrined apps).The market will catch up to tx fee-only infra being overvalued with hard data and revenue-linked-tokens becomimg standard.Carlos 🟪 (@0xcarlosg):1/ Either HYPE is still cheap, or most L1s are overvalued.Hyperliquid is the leading chain by revenue, generating $28M weekly over the last two weeks and nearly $100M in the past 30 days.Moreover, the data shows Hyperli ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-26 17:13
Market Strategy & Competition - Stripe launching a native token could challenge Ethereum's dominance as the primary platform for stablecoins, potentially reshaping the stablecoin landscape [1] - Stripe's ability to operate a stablecoin business at near-zero profit margins, leveraging its existing business income, poses a competitive threat to Circle [1] - The potential absence of a public stock offering or token launch for Stripe, despite its high valuation, represents a unique and potentially advantageous strategy [1] Investment Implications - The analysis suggests a shift from $COIN to $HOOD, indicating a change in investment strategy based on the evolving dynamics of the stablecoin market and competitive positioning [1] Potential Outcomes - Stripe's most impactful outcome could be maintaining a private status while subsidizing operations with stablecoins, achieving significant value without public offerings [1]
X @BREAD | ∑:
BREAD | ∑:· 2025-08-26 16:17
.@pumppartyapp btwThere are several teams in the Mafia that are spending 100% of their energy mogging web2 because that's where escape velocity is achieved. https://t.co/02CJQd5wdsAAS (@arthurissir):We achieved a ludicrous $0.55 cost per install on iOS (benchmarks in the USA for top tier performers are $1.50 per install) via our click bait style campaignBut we're experimenting more to ensure we properly capture the LTV + mix in organic reach. Lots more coming... https://t.co/eLdAnhRIQr ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-26 16:00
WCM has been heads-down on testnet building out their product and are finally ready to start talking about it.Their secret sauce is cross-product margin account which unlocks their proprietary risk engine from industry pros.Take note. Join the waitlist.World Capital Markets (@wcm_inc):https://t.co/AXsI9Pz4S2 ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-26 13:05
Market Trends - The cryptocurrency market's all-time high (ATH) milestones are primarily driven by existing participants [1] - Unlike previous cycles with NFTs, friendtech, and celebcoins, this cycle lacks a significant influx of new users creating mania moments [1] - The current market cycle is characterized by the rotation of existing participants among micro metas [1] - Activity levels in the cryptocurrency market have remained relatively flat [1]
X @BREAD | ∑:
BREAD | ∑:· 2025-08-26 11:06
BTC $110K, what next? https://t.co/PFwu9l8U5E ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-26 03:57
Finally back home. Back to regularly scheduled programming.Enjoy a blooper of River slipping into the creek and getting water zoomies https://t.co/jYMTXyRBLvBREAD | ∑: (@0xBreadguy):Afk weekend with the lady and pup.Got her out on the paddle board! https://t.co/FZnn410gRw ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-26 03:12
I actually plan to do this. Will be in Portland sporadically over the coming weeks and months.Lmk if you want to meetupMegaETH (@megaeth_labs):Dubai, Istanbul, Brussels, Ho Chi Minh.Next: Portland (date TBD but @0xBreadguy there)Who has a good city for a Mega Meetup? https://t.co/TkCBa7XMt9 ...