Simonon

The #1 consumer app on @base continues to treat me well.
Up 60% in just 4 days, simply by chasing TCG grails I actually love.
gud tek

In 2017, banks closed your account for buying crypto.
In 2026, they'll give you a mortgage because of it.
Fannie Mae aka the backbone of American homeownership now accepts crypto as collateral for home loans.
The same institutions that called this a scam are now building their most important financial products on top of it.
And you are bearish just because your worthless memecoin is down bad lol.

I literally have 0 coding experience and had never worked with Dune dashboards before.
It always annoyed me having to rely on other people’s dashboards and never finding the exact data I was looking for, so I figured I’d try building one myself with AI.
With Claude’s help, it took me less than 1.5 hours, and most of that was just understanding how Dune works. The next one would probably take under an hour.
I remember some of our portfolio companies paying thousands of $$ for these and waiting weeks for them to go live.
Even though this trend has been obvious for a while, this really made it cl

Circle is almost -20% down today.
Everyone’s discussing it, yet hardly anyone actually understands what’s going on.
The new hints on the Clarity Act potentially not allowing yield passthrough is a classic sell the news event. Insiders have been frontrunning this for 6 weeks while $CRCL pulled a 3x from the bottom.
But here’s what people are missing : this is massively bullish for Circle.
Their entire business model is built on keeping the yield generated by their $USDC supply. The Clarity Act essentially gives them a regulatory moat to maintain that model, while conveniently being able to say

The market is starting to realize that the agentic economy could be the biggest opportunity crypto sees over the next 5-10 years.
Expecting this to only accelerate from here.

Trump casually hints he might delay strikes for a few days, and suddenly the entire global economy pumps after everyone expected a horrible opening today.
Kind of missing those days when trading and investing were driven by more than just the daily mood swings of one unpredictable guy and the greed of his family.

Shoutout to all the chads who sold crypto at the bottom to pivot into silver above $100.
Can’t make this shit up.

Some might call it an AI memecoin on BNB chain at a 1.7B mcap that pulled a 30x in 2 months with most of its volume on Pancakeswap.
Others call it coordinated scam.
You’d think people wouldn’t fall for this anymore, but just in case:
Avoid at all costs.

Who cares about price charts going down when this chart keeps going up.
The single biggest catalyst of the year might be closer than anyone thinks, and people are selling into it.
I‘ll be bragging about today’s entries in 12 months.

I regularly talk to institutional investors, and the gap between what I'm hearing in those conversations and what I'm reading on CT has never been wider.
Coinbase just confirmed it with their data:
- 66% of institutions now hold spot crypto ETFs.
- 73% plan to increase their crypto allocations this year.
- 85% are using or integrating stablecoins into their businesses.
- Asset managers wanting to tokenize jumped from 40% to 64% in just 12 months.
- Regulatory clarity is the single biggest driver for institutions to adopt crypto and deploy capital. With the GENIUS Act already signed into law

Soo Collector did over $1M in revenue in JUST THE LAST 3 DAYS and the $CARDS chart looks like this.
What are you doing?

Kalshi raising $1B at a $22B valuation.
I like Kalshi and Polymarket a lot, but can someone explain to me why they would need $1B and why $22B isn’t grossly overvalued?
This looks like a classic “we raised it because we could” round, not anything that structurally makes sense.
I get the circle jerk, but sadly this won’t end well for many of these institutional investors.
How do even the greatest founders not understand how important it is to price your company right and leave enough upside on the table?
Price drives narrative, and I only see this going down once it’s live. Which probably means

Continuing to stack up all the Pudgy grails down low while you’re busy chasing Pokémon, One Piece and YuGiOh at the top.
We‘re not the same.

Collector generated more gross profit yesterday than Ethereum produced in real economic value.
263B FDV vs 0.07B FDV
Obviously comparing apples with oranges here, but that's exactly the point.

All of this dropped only today:
- Tempo and Stripe are releasing their own Machine Payments Protocol
- Coinbase is competing for a partnership with Cloudflare to issue a stablecoin for AI payments
- Visa Crypto Labs is rolling out a command-line tool for agentic payments
The agentic economy is likely the biggest opportunity of our lifetime, and the race among all the industry giants to get their piece of the cake has officially begun.
And the best part?
They all seem to agree on one thing: crypto is inevitable for this future.