Wait am I actually tripping? I just logged into @ethos_network to restart my streak and with a current season karma of only 105, I am already ranked #232 of the 1,000 winners 15k base:0xeeee77bc7e82c0d4166d52f58239d4c5bf41eeee will be distributed and there are still 89 days left Guess this is something completely off the radar

I really love the whole @JupiterExchange ecosystem because of just how efficient and vast their apps are The DCA earn feature was something I should have used while I was executing my 2-month DCA into SOL, xSOL and ANSEM I doubt any other exchange came up with something like this where you can earn on your DCA order while you wait The Auto-earn feature is also super useful for traders or DeFi users waiting to make their next play Set a threshold, when exceeded, tokens are instantly deposited to Jupiter Earn vaults to earn while you wait Jupiter brings capital efficiency and UX to the next level and you can bring it further with @jup_mobile, bringing the financial superapp with you wherever you go I'm so glad I stopped using Phantom and switched to Jupiter JUST USE JUPITER p.s I am ambassador for Jup Mobile

Some thoughts I had regarding the recent market moves (June-Oct) Markets are forward-looking Price reflects expectations of future growth, demand and risk not just current fundamentals A network can grow while its token underperforms Here's what I'm watching when analysing a potential pump or dump: 1. Macro & geopolitics Wars and supply shocks can push energy prices higher, adding inflationary pressure reducing chance for rate cuts Tighter financial conditions can reduce demand for risk assets regardless of how strong crypto fundamentals look 2. Network growth & token value accrual More users and protocol activity don't automatically translate into token pamp more importantly: how does that activity create demand for the token or reduce its supply? Solana Ecosystem can grow, but how much do token holders benefit off that activity? but at the same time, something like HYPE having 97% buyback also doesn't guarantee token pamp Value acrrual matters, but it's just one piece of the puzzle 3. Social sentiment & capital rotation Sentiment helps us understand where we are in a narrative cycle Early interest can precede wider adoption Insane bullposting can signal crowded expectations Doomposting can indicate capitulation or deteriorating fundamentals Example: The $ANSEM cycle ANSEM launching revived the memecoin trenches As newer launches ($PONS, $STONK) attracted attention, capital rotated between plays Eventually, narratives weakened and previously strong tokens began retracing My hypothesis: narrative exhaustion and profit-taking, compounded by trash macro, contributed to the dumping in ANSEM and SOL (and also the fact Ansem stopped talking about it) 4. Derivatives positioning OI, funding and liquidations help reveal leverage and trader positioning but derivatives alone don't tell us whether long-term fundamentals have changed Ultimately, no single metric predicts the next move My framework for the next cycle: > Macro & geopolitics > Network growth & token value accrual > Social sentiment & capital flows > Derivatives positioning > Valuation and expectations already priced in Tbh, I think I'm finally starting to be able to observe these patterns after being caught up with the market the whole year Hope to nail some good profits on the next mini cycles

In 2025, I would get so stressed over the market dumping because I was just so overexposed to so many different kinds of risk assets I was dabbling heavily in covered-call stocks, MSTR and Base alts No index funds No BTC No Majors Low Savings Lost around $10,000 that year and at one point I actually broke down This year, I told myself to manage risks better, and as of this month, my allocations are: > Savings and Stable/Yield: 45% > Index Funds: 29% > BTC: 14% > Trading: 9.5% > Others: 2.5% Yes it still sucks to see market go down and my trading port lose a lot but I can weather the storm better now because I know I'm not going to 0 As @ProofOfTravis once told me, "in this industry, making money isn’t as hard as people think, it’s sitting on your hands and avoiding distractions that is the hardest part." So I size into few conviction bets with whatever I can afford to and wait while the boring DeFi yield and index funds grows the rest of my stack

Tradfi institutions only need these 3 things at scale to onboard to DeFi: 1. Privacy 2. Verifiability 3. Security They have billions under their management and the transparent nature of blockchains sets them up to be targets for bad actors through hacks or revealing of their business strategies I tried @primus_labs private transfers where I shielded USDT and made transferred to my other EVM wallet Searched it up on BSC scan and saw that I couldn't see how much was transferred At scale, such privacy is the top priority for institutions because nobody wants people snoopin around in your finances Give it a try here: dapp.primuslabs.xyz/portfoli… Complete tasks here too for their potential future rewards: s.kaito.ai/sRv3Ebh

One of the best creator highlights I've seen from @creator_wire Beyond this replay, their insights tab really tell you a lot more than other creator platforms do Pretty bad impressions I've had last few months tbh cuz I feel like I've been running of ideas of what to post Or maybe it's just the market conditions

bottom signal for the trenches? the last time $TRUMP, $MELANIA, $LIBRA rugged the entire world, trenches stayed dry for a really long time It seems to always be like this towards the end of a memecoin cycle 1 catalyst starts the engine 1-2 metas run the mania for 1-2 months activity drops and rugs start happening left right center In this case it was > $ANSEM reviving the trenches (catalyst) > RH + Stonkfun era (mania) > $KIMCHI and alon rugging BIG Always take your profits, and dump it all into stablecoin yields after the cycle that's a lesson for everyone and me included How would you guys play this?

Tried out the replay function from @LPPoolParty and it's honestly sick This was my SOL-side BA position on $KIMCHI and I thought it would dump faster but it didn't So I exited on a small win which is great cuz now the chart is pretty bad and I'm not sure if it will have a pump I earned a total of +$19.27 over 9 positions Either way very nice replay UI

you know the market is bad when all you've been seeing in your replies these days are scam accounts Everyone's been waiting for something good to happen and are becoming impatient

Hold or Sell after TGE? This Total Transparency Framework request to the SEC from @Blockworks helps all of us Having a one-stop public record for disclosures of > KOL marketing > Market Maker deals > Exchange deals definitely improves the overall safety for onchain investors and will definitely take trust in this space to new heights where TradFi will start feeling more comfortable in onboarding Love the angle that Yano and the team are taking to forward the whole crypto space

Today years old when I found out my country has a project underway for Stablecoin adoption I love that Singapore is always looking to be at the top of their game and trying to be at the forefront of all innovations If this comes to reality and our fellow ASEAN members follow suit, cross-border payments wouldn't have to be so complicated and expensive anymore DeFi will win

I remembered @aave V3 had Isolation mode which actually made this possible but it wasn't very heavily used Now we have @loanmeme on Solana which provides lending and borrowing against memecoins which is amazing since this is the chain of memes When they have an $ANSEM pool, I could try it and let you guys know how it goes

My solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump position is down >50% as my 2-month DCA comes to an end but I still believe that @blknoiz06 is cooking behind the scenes and will not let his coin die When I read the ANSEM thesis, I was fully convinced he will deliver on his word and hence the reason why for the first time I bet a pretty good amount on this For now, market still doesn't have a clear direction and macro still isn't favorable for an up only market But when that time comes around again, I believe solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump will once again have it's moment

Woke up to @LPPoolParty having an academy course with great visualizations through videos Highly recommend following this account and @jayowtrades if you're new to LPing and DLMM on @MeteoraAG He's been working hard to build this product while handling all his trades, show my bro some love

Rating my merch from @token2049 > Circle Bag 10/10, very big and strong for carrying groceries > FameEX Tumbler 12/10, I drink way more water now and it keeps it cold for a long time > MEXC Vacuum Flask 8/10, finally can return my sister hers but this opening is a bit too small and my chia seeds keep getting stuck at the mouth, but I like the design + my stickers and it being slim makes it very portable > Meteora DLMM shirt 12/10, completely my style + fit is good > Solana Summit shirt 10/10, love the look + fit with grey shorts Haven't used the FameEX tote bag, Tangem notebook, worn the MEXC shirt and the socks These free crypto merch actually packing some quality

Everyone follow @thetrackk right now so I can read his absolute banger of an article

Fuck Solana, it's a shitty memecoin casino That's who I was 1 year ago Now? My biggest spot bag is $SOL and all my EVM funds have essentially bridged over to Solana This chain is just faster, cheaper and has all I need My favourite dApps and projects: > @JupiterExchange for swapping > @jup_mobile for mobile DeFi > @jupiter_earn and @kamino for Lending > @MeteoraAG for DLMM LP > @xStocksFi for Tokenized Stocks > @onrefinance for RWA high yield > @hylo_so for liquidation-free dynamic leverage > @ExponentFinance for Yield Trading Why else would I need to be on another chain?