my megaeth thesis :
you remember when you were young in the early 2000s, trying to fap to a Carmen Electra picture but you had to wait for the whole image to slowly load line by line?
well… that’s basically what we’re doing today when we send a tx on Ethereum or Solana. it doesn’t feel bad because we’re used to it, just like i was used to waiting to fap, but once you touch something faster, you can't go back
megaeth launching is the equivalent of going from early-2000s dial-up to fiber internet, it’s the first time we’re getting real-time Carmen Electra pictures. and yes, i’m sticking with thi

that's the second biggest token on monad after $CHOG
and yeah it rugged
crazy tek

why does every L1/L2 have the worst business model ever?
take internet transit prices as an example, why did it keep going down even when everyone thought it couldn’t go lower?
-cost of infrastructure going down
validators costs and it's numbers go down in crypto too
-competition
we have tons of blockchains competing on blockspace
- big networks (google, netflix..) using CDNs/ISPs to avoid transit
blockchains and apps increasingly use off-chain solutions (L2s, network extensions, prop AMMs, ASS etc.)
- transit became a commodity
we’re not fully there yet, but long-term I think blockspace in

“lol $ZEC crashed i told you it was manipulated” is the worst sideliner take i’ve ever seen
no one on this planet with more than 20 IQ expected it to pump forever
(i’m sidelined but i respect the pump)

if you're suffering from market my advice would be :
- touch grass
- accept your mistakes
- learn from it
- when you're ready use this time to build an edge (prediction market/perp dex/defi farming/trading ect.. opportunities are limitless)
- learn new things
- connect with people
- read
- exercise
- stay positive
- buy badbunnz and learn about megaeth (optional)
hard times create strong men

so that’s what happens when you stop speaking baguette language and start speaking burger language?
gud tech
(i’m flipping bread this year or nothing)

this isn’t 2021 anymore you can’t just buy something, sit on it, and sell for a 10x a few months later.
even though i’m a big fan of what $META is building, i’m selling the top. i’ll probably buy back lower.
my technique is simple:
- find sexy tickers (spend time on CT and understand narratives)
- wait for a good location (0.618–0.786 fibo or below)
- wait for the chart to look sexy af (W inside a W)
- buy with invalidation (lower low = i’m out)
- sell at fibo extensions (1.618–2.0)
- if you have time, check RSI or EMA for more confirmation
i didn’t make a huge % gain, but i could size in beca

$FLUID has been stuck in a range since its migration at the end of 2024.
even though:
TVL x4
Revenue x3
Active loans x4
@0xfluid eating Uniswap marketshare on Ethereum, and Kamino on Solana
and all of that in a sloppy market, also the price never even made an ATH in part because was dumping its bag all along
now Fluid is expanding Lending and Dex to Solana, Dex v2 is coming, buybacks are live, pantera got nothing left…
seems like a completely asymmetric bet

i think way too many people are sleeping on what @MetaDAOProject is building.
- fair ICO with a strong leader like $AVICI
- fair tokenomics, no team allocation (unless the token goes above 1B). VCs like @paradigm or @colosseum bought in above 7,8$
- $1M revenue in a single month
- crazy ecosystem stats with growing volume
- project moving toward permissionless and increasing fees to boost revenue
- @metaproph3t is one of the smartest guys building on Solana
and this ICO narrative is literally win/win for MetaDAO. when people are hyped, they get traction, when people are exhausted by unfair IC

I'm all in on $META
- the $META/$SOL is sexy af
- the entire ecosystem exploded while he was accumulating
- it is the flagship of fair ICOs in the entire ecosystem, and the drama of the day on the US CT is the fact that the ICOs of major projects are not fair
- extremely clean tokenomics, the team has no tokens and the VCs bought higher

BadBunnz > $ETH
that's the tweet

I think the take "we don't need 10ms of blocktime" is the worst take ever.
In the last 10 years we have had:
- The Ethereum maxis who spat on Solana because for them, 400ms of block time changes nothing to their habits.
- The Solana maxis who thought no one could do better before realizing that their tech was not good for Perps trading.
The common denominator? Everyone thought they didn't need more because they are matrixed by what they already know, except that with new capabilities come new types of applications that we cannot imagine.
And it's as old as the world as a reaction,

Return of liquidity?
Shall we make a little summary to see if the liquidity has returned?
Stablecoins :
This week, 2-3 billion stablecoins have returned to the ecosystem; we hadn't seen such a significant inflow since the end of October (top local).
ETFs :
First inflow 2 weeks, curiously more on $ETH than $BTC
DATs :
Very little inflow, not surprising given the uncertainty surrounding the MSCI decision, the only inflows are on BTC ( probably Microstrategy )
In clear terms, we do not have an extraordinary liquidity return but it's still present; I think we need to mourn on the DATs

Today while climbing, I took a huge fall, I landed on a ledge where I fought with a bear and a wolf with ice axes before taking a fall of stone on my back.
Yeah no I took a rope that fell from high and whipped me like a little slut ( I had 3 layers )

"Pumpfun is finished" is the worst take I've ever seen.
$PUMP/USD is at its bottoms, except that when it reached them in August, BTC was at 115k.
Take a step back and compare against BTC instead, we are still in a bullish continuation for the moment, and that's not the case for many alts.
What frustrates me is that the guys who lose money every month in the market and buy the slightest dip to keep losing money are the first to say that Pumpfun is making its users lose money, so they won't come back lol.
imagine you bet against human nature