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]

Excited to see Reya bring their technical differentiators to market.TLDR; Perps trading specific based rollup using hybrid blobs/Celestia for DA with insanely high throughput and low latency. Unique node execution parameters and MEV protection built in.Invested in this well over a year ago through our fund, and now am getting stoked to see them now hitting $20M+/day in volume. $100M/day soon.The appchain thesis lives to see another day. Bullish.Simon (@0xSimonJones):https://t.co/6anEUrWigU ...

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 ...

Investment Opportunity - ETH staking ETFs are poised to launch, presenting a novel investment avenue for non-crypto native investors [1] - ETH offers a blend of commodity-like properties (like gold/silver for gas), equity-like properties (like tech stocks), and yield-generating properties (2-4% staking yield) [1] - ETH provides exposure to the expanding stablecoin market [2] Market Dynamics & Onchain Metrics - Price trends often precede narrative development [2] - Strong onchain metrics are desired for a significant upward price movement in ETH [2] - Key onchain metrics to watch include transaction count breaking a 3-year slowdown and active addresses starting to rise [2]

🤯🤯🤯 https://t.co/yEFaCvZnVc ...

The ticker is ETH.IcoBeast.eth🦇🔊 (@beast_ico):Resistance turned support.Established trendline mid-2023. We lost it 3 weeks after the Bybit hack. Tested the ceiling multiple times in May.The TradFi bankers are coming for all of your coins. Don't forget why you're here. This is what we've been waiting for. https://t.co/oeubxF48hz ...