GOOOD MORNING CRYPTO!!!! ☀️☕️ WE WILL GO HIGH VERY HIGH BEARS PRAYING FOR DUMP DUMP BECOMES PUMP

Billionaire hedge fund manager @RayDalio has said the UK is in a debt doom loop. The government has 101% of debt to GDP ratio. It spends 45% of GDP. It borrows to pay interest payments. This is wildly unsustainable and irresponsible. The doom loop bit happens when the government raises taxes to fund debt, higher taxes reduce growth, reduced growth reduces investment, reduced investment causes wealth creators to leave and the 1% who pay 30% of the taxes pull away from the system. When they leave, the government needs to raise even more taxes. This dangerous scenario is what I warned about when debating @garyseconomics earlier this year. The doom loop could end but the government would have to cap spending at 35% of GDP. Then create special economic zones or tax breaks for wealth creators to come in and invest and grow new companies. It would have to take the medicine of fiscal responsibility- no more printing money or borrowing more in debt. It would be painful short term but would set things right. Will they do it though?

Strategy has acquired 21,021 BTC for ~$2.46 billion at ~$117,256 per bitcoin and has achieved BTC Yield of 25.0% YTD 2025. As of 7/29/2025, we hodl 628,791 $BTC acquired for ~$46.08 billion at ~$73,277 per bitcoin. $MSTR $STRK $STRF $STRD $STRC

🚨BREAKING: @DEFIDEVCORP ADDS 181,303 SOL — TOTAL HOLDINGS HIT 1,182,685 SOL ($218M)!!!🚨

@cookiedotfun @legiondotcc @Almanak__ @Route2FI @IvanOnTech @BoredElonMusk @RealJonahBlake @Carlitoswa_y @nobrainflip @AndrewAsksHow @Defi0xJeff @banditxbt @PieterWeb3 the KOL roster on ACM? either already stars or about to be (hidden gems/developing). translation: ACM isn’t just trending, it’s pulling real signal. also @fwielanier we see you 👀

GOOOD MORNING CRYPTO!!! ☕️🌞🌞 BULLISH VERY VERY BULLISH

Sui DeFi will win 💧

When you know Pengu is going to $1.00, but you just can’t prove it:

.@POTUS spits facts: "We will not allow a windmill to be built in the United States. They're killing us. They're killing the beauty of our scenery ... It's the most expensive form of energy. It's no good. They're made in China."

We're in an InfoFi x TGE season. @cookiedotfun → @Almanak__. @KaitoAI → @TheoriqAI and @EspressoSys Here's everything you need to know about Almanak's ACM. While InfoFi campaigns were built to reward visibility, in practice, they rewarded volume regardless of intent. • AI-generated threads dominated timelines. • Token allocations flowed to large accounts, not active users. • Airdrop recipients sold on unlock, often having never used the product. The mechanism was frictionless... too frictionless. No stake, no skin, no signal. ACM introduces a constraint: attention must be paired with capital to matter. SNAPS and cSNAPS ACM tracks participation in two layers: • SNAPS reward posts. • cSNAPS reward posts plus usage or capital commitment. Tweeting gets you in the game. But investing or interacting moves you up the board and when rewards are distributed: • 80% goes to the cSNAPS leaderboard • 20% to the SNAPS leaderboard This filters out passive farming and favors users with skin in the game those willing to bet, not just talk. How is this Different from Kaito? Kaito’s Espresso raise was highly criticised for delayed liquidity: • $400M FDV • 0% at TGE • 12-month cliff + 12-month vesting Even for believers, the breakeven math looked bleak. @Almanak__ skips that entirely: • 100% unlocked at TGE • No cliff • Lower FDV for top participants Other recent launches (e.g., EigenLayer ) leaned on lockups, long vesting, or whitelists shaped by follower count but ACM proposes something different: • CT clout won’t cut it. • Being early won’t either. • Show up, show work, show skin. The behavioral logic underneath Two effects explain why ACM might produce better outcomes: • Endowment Effect: people value tokens more when they’ve paid for them. • Loss Aversion: when you have real money at stake, you think twice before dumping. While InfoFi didn’t trigger either, ACM forces both into the design. This doesn't guarantee success, but it reduces the mismatch between who promotes and who stays. The Bigger Shift Token sales don’t just raise funds, they reveal how a project thinks. Almanak’s decision to launch via ACM suggests it wants a cap table that mirrors usage. Almanak isn’t just testing a new fundraising model. It’s testing whether launches can be designed to filter for conviction not just capture attention. No format is perfect. But ACM makes one thing clear: If you’re going to post, you should know what you’re backing and if you’re going to back something, it should be visible on-chain. That feedback loop; between usage, capital, and visibility is what InfoFi lacked. Whether ACM scales or not, it raises the bar for what a “community raise” actually means. The blueprint is different and for now, that's the more interesting signal.