eye zen hour 🥶

Shot this after $SUI Basecamp 2025 with @KevinWSHPod but it didn't get released as the Cetus hack and some other things tapered Sui's momentum a bit Watching it again now, I still feel like it captures the mission of @lofitheyeti well 🥶 Believe in something 💎 Build it 🧊

bro just texted me "strong support at zero, dw"

Great article on @prlnet here which gives the thesis behind the tech and $PRL as a token Had to challenge many of my previous perceptions about Bitcoin and the energy required to mine PoW assets like $BTC $ZEC etc. to wrap my head around how big this can get The potential is certainly there. With the AI race pushing forward towards "Super Intelligence" or AGI or whatever you want to call it, I don't see AI Capex slowing down More GPUs More data centers More inference and compute More, more, more! AI Infra Capex is projected to hit $3T+ over the next 5 years... nearly 100x more vs $BTC ASIC Miner Capex If AI companies can mine inference and secure a network at the same time while accruing the network's token, you have a special convergence of opportunity Would also recommend this video by @brezshares if you want to understand Pearl a bit more: teapawt.org/brezshares/status/2117… Positioning now Still very early

Watching $OTHERS on HTF during this pullback Would like to see some strength in majors as the $NVDA and AI sell off trickles into digital asset prices 8% now, with supply sitting right above at 8.7% to 9% Above that is the descending line off the 2021 top. That line has held both times it's been tested. This would be the third, and every test leaves less supply parked up there For alt szn to commence, we'd need to clear the supply zone and the descending line over the next 6 - 12 months If we lose the POC then I expect this will take more time to resolve, likely back into the range toward the lower trendline before any sign of life

This could create a nasty ripple effect at a delicate time for bitcoin:native $MSTR will be removed from MSCI indexes. Possible waterfall: → Passive funds forced to sell $MSTR shares (~$2–3B) → Selling pressure hits the stock price and NAV premium → Harder & more dilutive for Strategy to raise capital by issuing common shares If MSTR dumps hard *and* bitcoin:native keeps falling: → Common equity window stays shut → Preferred stack ($STRC etc.) still requires cash dividends → Strategy may have to tap reserves, cut the variable rate, ramp buybacks, or sell some Bitcoin to cover obligations → That BTC sale pressure can feed back into weaker prices and further stress on the preferreds (harder to keep STRC near $100 par) Do you know when the first major public news of this index risk for Strategy/MSTR broke? More than a year ago on October 10th, 2025 🥶

Yo @seyong @paulerlanger I have seen this question come up a lot about fomo but haven't seen a good answer Why haven't you guys implemented limit orders? Is there a technical blocker? Is there a revenue reason not to implement? Is there an internal debate on it? What's the honest reason you guys haven't built this into @fomo yet? You guys are shipping other stuff 24/7/365 but I feel like there's an intentional reason this hasn't been added in; e.g. to boost app metrics Mocked up an example of how easy it could be to set a limit buy for $5k on solana:4CxjZyMNoF1p6eXHXHv1TWpS2X47CuUmLwtGe18spump using @fomo Maybe I missed a tweet or an update about it so jw Looking forward to understanding why and also seeing this feature built in sometime soon

The market is bad but these Sui Roundtables are good! Kicking off a $SUI community Space in 90 minutes with @0xd34th & @matteodotsui 🎙️ Come shill us your favorite projects, share your thoughts on what needs to improve, or just come chill with the crew ⤵️ teapawt.org/i/spaces/1NgNPnogpnejo…

We built an arena that gives the edge back to traders No slippage, no MEV, no trading fees I know, crazy right? In the Gulag, you trade against others based on skill > 1v1 a friend in a duel > Enter a free-for-all tournament > Form a clan and go against another team You choose your stakes and wager what you're comfortable with, or play for free and level up Practice makes perfect Rank up and earn your bragging rights → gulag.xyz

Got sent this “perfect short call” a few times today I have no crystal ball but it was clear we need to go lower and chop through summer + find a solid bottom I think that's been done to a degree. It's also reasonable to see more sideways action over the next several month into H1 2027 The markets are very different vs. 2022 and 2023 though and real global catalysts will decide > Mass tokenization of global assets > Stablecoins + RWAs poppin' > Govt. adoption + institutions leaning in > Agentic finance narrative > Privacy + 'hard crypto' narratives > Iran war impacting oil prices is major > AI Race/Bubble impacts stocks, tech, & crypto Most importantly, what most people fail to talk about is the last bull run was done when global fiscal policies reflected tightening Now, we are closer to a liquidity cycle where governments are injecting capital like 2021 Not making any predictions from here as we are at a key inflection point Gut says you can't go wrong DCAing majors here and planning on global DeFi adoption

Two important screen-grabs from @Jamie1Coutts new analytics terminal (incredible terminal btw Jamie) Sept. 2026 - @RobinhoodCrypto flips Solana and even @ethereum in app fees Nov. 2024 through 2025 - @solana starts leading all other chains in app fees Both largely driven by speculative markets like memes, perps, TCG, etc. While most still classify memes and speculative trading as worthless and act holier than thou, there are a lot of very smart chain leaders and prominent ecosystem figures who are pushing onchain culture The numbers don't lie As @vladtenev just said "Culture gets people in the door. Utility is why they stay"

Some people just get it @vladtenev is one of them

How to bring traders, attention, and liquidity to your chain 101: - Support a main runner that is a massive liquidity event where more than 50% of the ecosystem wins - Founders engaging with culture projects and talking with them, not to them - Speculative marketing, product innovation, and ecosystem hype compound with chain support - Distribution is key, to be where traders already are and encourage them to bridge easily It's a simple formula LLGH 🥶

$1M $SUI bought back this year, Here's how the flywheel works ⤵️ > $USDsui reserves sit in short-term Treasuries > Bridge routes the yield back to the @SuiNetwork > The Foundation buys $SUI on the open market > Distributed to validators, DeFi protocols, and ecosystem partners This happens daily and it's all documented onchain Gas also repriced 5x lower in April and stablecoin transfers went gasless in May. They traded blockspace revenue for Treasury yield on purpose As the flywheel spins a bit faster, these buybacks become more important to the ecosystem

I think @vladtenev is talking about tokenizing everything. Stocks, bonds, debt, commodities, etc. Seen some people quipping: "DeFi is dead, TVL has been bleeding since 2021" Reality is: > TVL bottomed in June the same month Bitcoin did and it's +18% since... > Tokenized equities went from $600M to $4B+ this year > DeFi TVL is down 27% on the year against Bitcoin's ~4% Smart capital is rotating to where the rails are being built - @RobinhoodCrypto doing a good job here I expect TVL to skyrocket as the entire finance world comes onchain from now through 2030

Paying attention to strength here: 1. $LIT 2. $ZEC 3. $PEPE I own all 3 but have been eager to bid more. Especially $LIT, so strong right now off that bounce at $2.69 $BNB and $ASTER holding up well too Stocks-wise, $HOOD anywhere in the 60s is free. $COIN at $115 is ripe