These are all documented in analysis reports - check out Coinshares' HYPE valuation framework

Basically they have no idea

ain't nothing better than painfully slow eccentric squat movement

just trying to be as big as you tbh

100%. Leaving my ego at the door was difficult but a big step in making progress Realized rep counts are just a tracking mechanism to measure effort -> failure and excellent mind-muscle connection followed Now when I see someone doing mindless reps I get the ick

Part of achieving greatness in the gym is learning to respect all aspects Find a way When I learned that training legs boosts test & growth hormones more than upper body, it was easier to slam Learning consistency is superior to difficulty meant a short workout was still worth my time Systematically remove mental blocks

CoinShares thinks HYPE could be $450 in 2032 ... or $8 Institutional price targets for crypto are hilariously wide, here's a constellation of them for BTC, ETH, SOL & HYPE

I figured haha I was making a joke about indices being trash I agree much uncertainty but people are feeling squeezed and the attitude is that unless they figure out more income, things are going to get difficult tiny businesses - coffee & bev trailers, home bakeries, selling art on etsy, farmer's market vendors (bullish payment processors & BNPL? idk) bigger ideas - birthing houses, advanced med spas, remittance distribution (not just stables, embedded / abstracted remittances) idk what to do here either tbh, maybe nothing

Trash collection? you mean buying indices? Almost everyone I talk to is talking about starting their own small business, in a much more serious way than usual, so looking at which cos will benefit the most from smallbiz ventures also haven't been this bullish crypto in awhile

Very well thought out. Always appreciate these, thanks daddy plur I think a few pockets of the market are quite investable right now but with so many headwinds it feels like swimming against to the tide

great info, thank you nomatic

A group of protocols benefited from outsized BTC volatility: on days when when BTC dropped -4% or more, these earned multiples on their median revenues 4/

The most sensitive revenues are wallets and trading apps. Examples are base app, meteora, jupiter, raydium, phantom, bonkfun & photon When DEX volume rises, these categories grow revenue the fastest The categories that held up best during the bear market actually flipped when DEX volume returned: Physical TCGs and Prediction Markets underperformed almost everything else 3/

Categories that suffered the highest revenue losses: - wallets - yield - DEXs - trading apps These revenues are volume-driven. Many of these fell 1:1 with DEX volume. The Services category outperformance comes from Chainlink revenue 2/

If BTC drops and DEX volume falls, here's what you should watch: Revenue that holds up has a non-crypto driver. Reserve yields, tokenized fund fee streams, pokemon market, select infra Paxos, Collector Crypt & Courtyard, fomo, Chainlink and a few others grew rev as DEX volume fell 1/

Tracker: defillama.com/pro/holder-rev…

Only 6 of the top 25 protocols with buybacks as the primary source of holders revenue have seen 30d price gains and they're all on Solana: Pump Collector crypt Meteora Raydium ORE Protocol Orca Nearly every protocol is up at least 15% YTD, outperforming BTC Track them below:

Holder revenue tracker: defillama.com/pro/holder-rev…