“this will be an extremely top heavy vertical as liquidity and users are sticky, thank you for aint reading all that”Hmmm. It already is, just look at the 24hr volumes for the top three vs. the bottom three.Massive difference.For people trying to make sense of it, imo a logical comparable is the centralized exchange category which follows this exact principle.Binance. Bybit. OKX.Then, all the rest.Same thing likely happens with Hyperliquid, Lighter & Aster…and all the rest.Unlike moon, myself (and my future ...

yepRenaissance (@0xRenaissance):Assuming it’s not over (I don’t think it is) market pendulum is very clearly swinging back to high conviction sized spot plays predicated on fundamentals.This environment rewards research, conviction, & patiencePump, Aster, Plasma - you’re starting to see coins appear that ...

Market Valuation & Fed Policy - Elevated market valuations are a concern, but earnings growth and accommodative Federal Reserve policy mitigate immediate risks [1][2] - The market operates under the assumption of "don't fight the Fed" following the latest rate cut [2] Earnings & Fundamentals - The ability of earnings and fundamentals to justify valuations is crucial; the market's focus is on whether fundamentals can support current valuations [3] - The sustainability of the AI tailwind is key to supporting a positive fundamental outlook for equities [4] AI Growth & Free Cash Flow - Nvidia's market capitalization increased by $160 billion following an announcement, indicating strong AI growth [5] - Companies are generating significant free cash flow as their business models mature, providing financial flexibility [5][6] - Companies are using free cash flow to build moats, acquire new technologies, and secure future demand [6][7] Competitive Strategy - Companies are proactively "buying demand," which can be seen as a moat-building strategy [7][8] - Unlike the tech bubble, current revenue sources are more stable, reducing the risk of a fundamental collapse [8][9] - Mag Seven companies are reducing fully diluted share count, demonstrating financial flexibility [9] Potential Risks - There is a concern that companies are investing heavily out of desperation or fear of vulnerability [11] - Meta's significant investment in talent suggests potential concerns about competitive threats [11]

Community drives the success of many #memecoins. Do you trust community strength over fundamentals? 🐕 ...

I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sentiment are what really matters. That’s the reason I never try to time the market and I only buy stocks if I am willing to hold them for at least 10 years.When it comes to fundamentals, I think everybody knows the market is forward looking, but few truly understand what t ...

🚨📊 @ether_fi's onchain financials are now live on the @binance app.Fundamentals are growing in importance. https://t.co/7sHlW3poC0 ...

The next 100x #altcoin isn’t found by luck—it’s identified through deep research, strong fundamentals, and impeccable timing. Are you prepared? 🎯 ...

RETURN TO FUNDAMENTALS. ...

What drives your #crypto investing decisions these days?• Fundamentals• Technical analysis• Market sentiment• Hype & trends ...

THE RETURN TO FUNDAMENTALS WILL BE GLORIOUS. ...