Streams back on @therollupco TV tomorrow.Coop will join us to discuss songcoins, along with a big announcement from Union CEO Karel, and a chat with Michael of Securitize.Cya there 🫡Coop 💿 (@Cooopahtroopa):Songcoins are here.With 750+ tracks in our catalog - today marks a shift in our release format on Coop RecsWe’re starting with $RISE from @sanholobeats and $CTRL from @blond_ishBe early to new music every Friday 🔽 https://t.co/czK1OzSvDr ...

RT Bobby (@mahasr199)Can’t wait for Stripe to randomly toss my on chain wallet in risk review and then hold the money for 12 months with zero interest. ...

Market Dynamics - Attention is more valuable than anything else in bull markets [1]

Stripe is still yet to make their announcement, but various sources have confirmed it's likely to be launching their own chain.Expecting some official comms on their end this quarter. It's a race for them. ...

Launch Information - PUMP token is officially launching in one hour (17:00 UTC) [1] - All participants of the $PUMP public sale have received their tokens [1] - The tokens will become tradable & transferable in approximately one hour (17:00 UTC) [1] Market Sentiment - Consensus is overly bearish regarding the PUMP token launch [1] - The launch is much faster than expected [1]

Adoption Wave & Infrastructure - Speculative eras drive onchain opportunists, but this wave is expected to be the 'stickiest' due to improved infrastructure and UX [1] - The industry now possesses the necessary infrastructure and improved UX to win over more sustained adoption than before [2] - Solana successfully managed a $600 million ICO onchain, highlighting infrastructure improvements [2] - The availability of fast chains and altDA further supports this stickiness [2] Shifting Perceptions & Institutional Demand - Perception around crypto has shifted, particularly regarding institutional demand, which focuses on long-term (5+ year) results [3] - Companies focused on RWAs, stablecoins, and tokenization contribute to this stickiness, playing a different game than treasury companies [4] Opportunities & Retention - The breadth of opportunities available to users, including social apps, InfoFi, DeFi, NFTs, games, tap trading, prediction markets, stablecoin yields, and tokenized equities, increases the likelihood of user retention [4][5] - The primary goal is to increase long-term retention from speculative booms to expand the onchain user base [5] - The industry anticipates much higher retention rates over the next 12-18 months compared to previous eras [5]

Was a pleasure to have Anand on, been friends with him for a few years and watching his journey has been great.We met in NYC and had a great convo about crypto x ai, investing in this sector, how his fund is allocating, and thinking bigger picture about the opportunity here.Great for VCs, investors, and those thinking about the opportunity around AGI & ai x crypto.The Rollup (@therollupco):NEW EP: How Blockchain Fixes AI's Biggest Problem with Anand IyerThe race to control AI isn’t complete without crypto h ...

AI & Crypto Convergence - Crypto aims to have a say in the race to control AI [1] - AI tokens doubled while other assets crashed, indicating a potential shift in investment focus [1] - Crypto's capital coordination could reshape AI ownership [1] Decentralized vs Centralized AI - $300 billion went to centralized AI versus $1 billion to decentralized AI, highlighting a significant funding disparity [1] - The industry explores how one developer could code the next billion-dollar AI company, potentially disrupting the centralized dominance [1] AI Applications & Challenges - Teenagers are using ChatGPT as their therapist, raising ethical and societal concerns [1] - The industry discusses AI crypto company challenges [1] Future Trends - The report considers the case for staking against AGI (Artificial General Intelligence) [1] - The discussion includes the potential for an onchain IPO era [1] - New models for AI founders are being explored [1]

Key Highlights of Reya's Technology and Market Position - Reya is bringing its technical differentiators to market with a perps trading specific based rollup [1] - The platform utilizes hybrid blobs/Celestia for Data Availability (DA), enabling high throughput and low latency [1] - Unique node execution parameters and MEV protection are built into the system [1] Investment and Volume Growth - The fund invested in Reya over a year ago [1] - Reya is currently achieving over $20 million per day in volume [1] - The company anticipates reaching $100 million per day in volume soon [1] Industry Perspective - The appchain thesis is validated by Reya's performance [1] - The overall sentiment is bullish on Reya's prospects [1]

My freshman year college roommate who got us into BTC at $1K or so just texted me lastnight...Lesson? Stop trading & believe in something. https://t.co/C9GGDo5GRM ...