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Bonk Eco continues to show strength amid $USELESS rally

Pump.fun to raise $1B token sale, traders speculating on airdrop

Boop.Fun leading the way with a new launchpad on Solana.

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Tom Dunleavy

Head of Venture @ Varys Capital | Ex: Sr. Analyst @ Messari | CFA/CAIA | NFA | TG: dunleavy89 for dms

Tom Dunleavy9 tuntia sitten

Just looked at docs for another oversubscribed $200M+ ETH treasury company. Christ. We are going to have ATM bids for ETH just sitting on the shelf for $10B+ by the end of the quarter.

Vance Spencer23.7. klo 04.56

.@SharpLinkGaming and @BitMNR traded $3.5bn of volume combinedtoday Together the two companies have ATM shelves worth $7bn, where they can sell that amount into the bid over time, and then buy that amount of Ethereum Study reflexivity

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Tom Dunleavy9 tuntia sitten

Uncomfortable truth. Rate cuts aren't needed. Financial conditions (Combo of: The federal funds rate. The 10-year Treasury yield. The 30-year fixed mortgage rate. The yield on triple-B corporate bonds. The Dow Jones total stock market index. The Zillow house price index. The nominal broad dollar index. ) are SUBSTANTIALLY easier than when we started hiking.

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Tom Dunleavy25.7. klo 02.16

Do any car dealerships or brands in the US accept USDT/USDC yet?

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Tom Dunleavy24.7. klo 23.26

At this rate most of the outstanding BTC, ETH and SOL will actually be owned by companies. Making them effectively equities... Just like all the crypto anarchists dreamed 🚀🚀🚀

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Tom Dunleavy24.7. klo 22.15

This is the best metric to date to value blockchains As fees decline for transactions and MEV (my firm belief that this will happen, see the blockworks or laura shin debates as had as to why), economic activity is picked up elsewhere. Previously no other metric was capturing this new activity. TEA (total economic activity) captures that broader economic activity happening on chain by looking at Settlement Volume + Application Fees for each chain. Settlement volumes (DEX Volumes, NFT Volume, and P2P Transfer Volume (incl. native, token and stablecoin transfers)) capture transaction and stablecoin activity. Application fees (aka app level revenue for someone like pump or others) capture application growth. Overall the correlation to market cap looks really good at 0.93 for ETH. Looking forward to monitoring here.

Artemis23.7. klo 01.12

1/ We’ve created an entirely new metric to measure the total size and economic activity of blockchains. It is flexible and widely applicable to chains with various use cases and user behaviors. It also has a strong relationship with Market Cap:

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Tom Dunleavy24.7. klo 01.52

ETH on exchanges is actually higher today than it was in July 2024. Hm. Weird.

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Tom Dunleavy kirjasi uudelleen

Ryan Watkins24.7. klo 00.30

Microstrategy clones buying up locked token supplies from paper-handed funds is one of the best case scenarios for altcoin market structure. Cleans up supply overhangs, pumps liquidity in the market, and accumulates tokens to a permanent capital vehicle.

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Tom Dunleavy23.7. klo 11.43

P/S ratio on S&P 500 stocks still below 2021 highs...but above 2000