YUЯA

Market structure & on-chain notes
Liquidity • Whales • BTC macro • Regulatory flow
₿eliever

[YUЯA @0x_khm]

Where did the FOMO App come from?

You can love it, you can hate it, you can choose not to trade—but you *have* to sign up and check the feed. Frank proved that to us clearly this morning: he showed exactly how to publicly ape into shitcoins and ride them from 150k to 150m.

We’ve reached the point that used to be the stuff of legend:

> cross-chain compatibility
> account abstraction
> paying gas fees on any network without holding the native token
> topping up via Apple Pay
> no seed phrases
> ...and all the other perks needed to onboard "normies" via TikTok

And, of course, there’s the feature that shows how much you’ve spent, so you can:

a) Get a kick out of the numbers yourself
b) Post a screenshot on social media and hook others with your referral link

The team—it’s just like in the jokes:

>Se Yong Park, ex-dYdX, Eclipse, Co-Founder

>Prashan Dharmasena ex-dYdX, Opensea CTO

>Paul Erlanger, ex-dYdX, Deutsche Bank CEO

They all crossed paths at dYdX and concluded that the journey "normies" have to go through to start trading is too long and off-putting; therefore, this process needed to be streamlined—and a social element added.

Initially, they didn’t want to raise money from funds, but they compiled a list of 200 angel investors from whom it would be great to secure funding. They managed to get money from 140 of them—a total of $19 million in November 2025. Among them were faces you’ll recognize:
> Bryan (LayerZero)
> Balaji (Coinbase, a16z)
> Raj (Solana)
> Zagabond (Azuki)
> Discord Founder
> Angel investors from funds – VanEck, Pantera Capital, Dragonfly, Hack VC
> Frank DeGods
> Threadguy
> Banks
> Gaevoy (Wintermute)
> Berachain Co-founder
> Sei Founder
> Kaito Founder
> Polygon Founder
> Privy Founder
> Jito Labs Founder

They managed to get the best of both worlds—marketing expertise from top players in the crypto space and cold, hard cash. Development of the app itself had begun a year earlier, in December 2024. The public launch took place in May, followed by the integration of Apple Pay in June 2025; that’s when they hit a daily volume of $3 million and weekly revenue of $150,000.

They integrated Hyperliquid this past summer, and four days ago, they acquired their first startup—Mobula. Mobula focuses on developer tools, such as token prices, wallet data, metadata, blockchain indexing, new token discovery, and more.

The base fee is 0.5%, but on Solana, it is dynamic and depends on the amount:

• <$5 – fixed $0.10
• $5–$47.5 – 2%
• $47.5–$190 – $0.95
• $190+ – 0.5%

And they’re definitely pulling something on their end regarding slippage—in reality, the fee is always higher than advertised. But what can you do? That’s the price of a native multi-chain app powered by Relay, even though the social aspect matters more to us.

And that’s it—it’s now turned into a place where people make TikToks, launch "1k to 100k" challenges, and where Solana rug-pullers dump their bags on copy-traders; a place where your goal is to try and front-run a token before some KOL buys it... All of this alongside Pump, of course, which really took off once the FOMO kicked in:
• Fomo building a multi-chain mobile app? PumpFun building a multi-chain mobile app
• PumpFun doing callout rewards? Fomo doing callout rewards
• Fomo buying up podcasters? PumpFun buying up traders for $30k/month
• One side paying for comments? The other side paying for comments

But for now, FOMO is absolutely crushing it—the Pump in downloads doesn't even come close to FOMO's numbers. Ark is launching in two weeks, and FOMO has promised to support them from day one.

[YUЯA @0x_khm]

@TedPillows sui:native is the dark horse of the altcoin market right now.

[YUЯA @0x_khm]

@CryptoMichNL The resistance zone, in my view, is the more obvious next target.

[YUЯA @0x_khm]

sui:native left the range this week. May high is still untouched.

A lot of alts already took that print. SUI hasn’t. Cap on the screen is $1.18, line overhead is $1.42 — about 21% if the same break happens here.
Volume has to keep coming into alts or this is just a range reclaim. Stops under the break. DYOR.

Does SUI tag May — or does the bid rotate before it gets there?

[YUЯA @0x_khm]

@StarPlatinum_ @RheaFinance @finance_ref @auroraisnear The team isn't standing still; it’s capitalizing on trends, even in a bear market. That speaks volumes.

[YUЯA @0x_khm]

bitcoin:native is just sitting in $83.6–85k. Alts still doing the work.

Same filter as earlier this week: close Sunday above $83k and the trend shift gets another vote. Sun–Mon can print the vol for that.

Bitget withdrawals, 08:00 UTC:
28 Sep — BTC
29 Sep — ETH
30 Sep — USDT
2 Oct — everything else

If you’re still on that book, the dates are the trade.
Setups on alts are there. So are testnets, NFT rails, sales, DEX perps. Tape isn’t the only place to get paid right now.
You waiting on the weekly close — or already rotating off BTC?

[YUЯA @0x_khm]

@jumperapp Spin-out means the token is the equity.
The sale is how much of it hits first.
https://t.co/ZX1nVAhpRS

[YUЯA @0x_khm]

Jumper sale on Legion.
@jumperapp spinning out of https://t.co/HFk0Nrjj0r.

Sep 29–Oct 2, 13:00 UTC.
$75m FDV.
Soft $2m / hard $3m.
Pay USDC on Ethereum.
50% at TGE, rest monthly over 4 months.
TGE Q4.
KYC.
Allocation is not first-come — XP and the waitlist top 500 go first.

Backers on the https://t.co/HFk0Nrjj0r side: Multicoin, CoinFund, Dragonfly. Volume they cite: $40b lifetime, ~100k MAU.
The overhang: community is 33% of supply and the unlock schedule is unpublished. I don’t treat that as 33% hitting the tape at TGE. Closer to a ~10% drop is the working assumption, not a promise.

ethereum:0x6985884c4392d348587b19cb9eaaf157f13271cd already showed what a bridge name can re-rate into. This is smaller float at launch (sale is 4% of supply, team/investors locked). Geo filter is real: US, UK and a list of other jurisdictions are out.

I’m in on size that survives a dead TGE.
Links in the reply.
You farming XP for allocation — or skipping because of the 33% line?

[YUЯA @0x_khm]

@jumperapp @legiondotcc Not first-come.
XP and the waitlist top 500. Sale is 4%.

[YUЯA @0x_khm]

@jumperapp Sale is 4%. Community line is 33%. Unlock schedule still unpublished.
That’s the term. Not the FDV.

[YUЯA @0x_khm]

@jumperapp Sale — https://t.co/LA8pQDLMGf
Waitlist — https://t.co/0dMGUwS6L6

[YUЯA @0x_khm]

Jumper sale on Legion.
@jumperapp spinning out of https://t.co/HFk0Nrjj0r.

Sep 29–Oct 2, 13:00 UTC.
$75m FDV.
Soft $2m / hard $3m.
Pay USDC on Ethereum.
50% at TGE, rest monthly over 4 months.
TGE Q4.
KYC.
Allocation is not first-come — XP and the waitlist top 500 go first.

Backers on the https://t.co/HFk0Nrjj0r side: Multicoin, CoinFund, Dragonfly. Volume they cite: $40b lifetime, ~100k MAU.
The overhang: community is 33% of supply and the unlock schedule is unpublished. I don’t treat that as 33% hitting the tape at TGE. Closer to a ~10% drop is the working assumption, not a promise.

ethereum:0x6985884c4392d348587b19cb9eaaf157f13271cd already showed what a bridge name can re-rate into. This is smaller float at launch (sale is 4% of supply, team/investors locked). Geo filter is real: US, UK and a list of other jurisdictions are out.

I’m in on size that survives a dead TGE.
Links in the reply.
You farming XP for allocation — or skipping because of the 33% line?

[YUЯA @0x_khm]

@AshCrypto Price tape. Wrapper tape. Staff paper.
Don’t mark them as one week.

[YUЯA @0x_khm]

@arbitrum @aeroxyz Next stop is another book.
Unified is the router.

[YUЯA @0x_khm]

@Jeremybtc Stale approvals on a processor Magic Eden already left.
That’s the surface. The return is the second job.

[YUЯA @0x_khm]

@KobeissiLetter They noticed after the models left the assignment.
That’s the book.

[YUЯA @0x_khm]

@Cointelegraph They added a warning on a cloud VM that already holds the mail and the files.
The warehouse is the product.

[YUЯA @0x_khm]

Nine years is the eulogy. The flow is who sits there after Oct 2.
Staff FAQs and the staking-receipt line don’t walk out with her. A commissioner vote does. She spent the last days drawing the honey-pot and the receipt. That’s outgoing paper. Live risk is an empty chair and an unnamed successor — not whether Crypto Mom “left crypto.”

[YUЯA @0x_khm]

@cz_binance @binance @BNBCHAIN Binance once again demonstrates its high standards.

[YUЯA @0x_khm]

@CryptoHayes USDe is the product.
ENA is the coupon on the factory. $1 is a size.

[YUЯA @0x_khm]

Don’t skip the signup.
https://t.co/dIOVQaarzd

[YUЯA @0x_khm]

7 reasons to get on FOMO.

Yesterday: $10 of robinhood:0x749216618ac66ea41ee4cabf5229d83d74f04586 + a thesis on fomo → an NFT. 1,111 minted, sold out. Floor talk was ~$150. I’m not unpacking who farmed the supply. The rail is the point.
The leak: spam theses printed multiple Fooms. One thesis printed nothing.
That’s reason enough. The rest is where the same loop is already cloning:

1. FomiesNFT — built, not vibecoded in a day. Bell on the site, form, they score your posts. Kaito is dead (one smart).

2.fomo_kitties — zero posts, account from September. At least US-registered.

3.FomoChumz — $CHUMZ + NFT. Mint open, OpenSea empty, they pasted the Fooms announcement and left the old name in. $10. Larp until it isn’t.

4.Hashbrokers_rh — free mint, 555, through fomo. Pitch is a later drop of tokenized stocks.

5.fomocatsnft — thesis mint, 1,111. WL form is open before the mint.

6.fomodisk — stealth, same Fooms loop: hold $10+ of $DISK, thesis with wallet, NFT lands. Went live while this was written.

7.fomoater — cleanest account in the pack (~20k, 47 Kaito smarts). WL already closed. Watch the next move.

TOOMSFOMO and bitbankersrh are in the same pile — thin account / $BANKERS thesis mint, likely already live. Both smell bought or flipped.

Frozen bags don’t show on fomo, so size doesn’t print a thesis. I sent Standard Reserve a way to surface locked tokens so holders can actually spin the feed. Less idle float on this app, not more.
Forms that don’t unique the handle. Bots that pay spam. The inefficiency is the trade.

Which of these is a collection — and which is just Fooms with the name left in?