0xAlmb

Solana trenches. Hyperliquid conviction.
I call early. I get rugged early too.

[0xAlmb @0xalmb]

Everyone thinks Solana's Double Disinflation vote is bullish because fewer SOL will hit the market.

I think that's the least interesting consequence of it.

Solana just made a much bigger bet on its own economy.

Here's why 🧵

[0xAlmb @0xalmb]

@BitcoinPulseX Definitely hyped by hyperliquid:native

[0xAlmb @0xalmb]

So many runners lately that we could launch a STRAVA to track them all

[0xAlmb @0xalmb]

@FranceCryptos Les 18,9M de SOL sont la partie évidente.

La vraie question, c'est ce qui se passe quand le rendement du staking passe progressivement de ~6% à 2-3%.

Ça pourrait complètement changer la façon dont le capital circule dans l'écosystème Solana.

[0xAlmb @0xalmb]

@notdecu Bull when I sell, bear when I buy

Hope that helps !

[0xAlmb @0xalmb]

If fees, MEV and onchain demand keep growing, that's an extremely powerful transition.

Instead of paying for security mainly through dilution, more of the network's economics come from actual usage.

Less dilution.
More value retained by SOL holders.
A stronger monetary asset.
But that only works if the activity is there.

[0xAlmb @0xalmb]

Everyone thinks Solana's Double Disinflation vote is bullish because fewer SOL will hit the market.

I think that's the least interesting consequence of it.

Solana just made a much bigger bet on its own economy.

Here's why 🧵

[0xAlmb @0xalmb]

This is the part I find most interesting.

Solana just voted to reduce the subsidy it pays to secure the network.

At the same time, the proposal to massively increase fee burns failed.

So Solana is effectively making a bet:

that real economic activity can gradually replace issuance.

[0xAlmb @0xalmb]

@FlasheurInvest Les prélèvements sociaux c'est un impôt déguisé en politiquement correct. La pilule passe mieux. Un jour, les PS seront supérieurs aux impôts. Qui manifestera pour abolir l'aide sociale... Désolé pour le pays qu'on va vous laisser les jeunes. Not in my name 🫡

[0xAlmb @0xalmb]

Feels like we're entering an interesting part of the cycle.

Nobody talks about airdrop farming anymore.

And historically, that's exactly when I want to start paying attention — before the next Hyperliquid-sized opportunity becomes obvious and everyone starts farming it.

Meanwhile, attention is rotating hard into memecoins, and now we're starting to see DeFi infrastructure being built around them.

MemeFi?

Might be worth studying both while nobody cares.

[0xAlmb @0xalmb]

Survived another day in the trenches

Unfortunately my portfolio didn't

Sir, can I get a refund please ?

[0xAlmb @0xalmb]

@ultimaversum bro said there is no greater mission on earth and somehow we're still talking about a memecoin

[0xAlmb @0xalmb]

@Ministerr Sir, I suggest you buy a whole country. Go big or go home as they once said.

[0xAlmb @0xalmb]

@notanicecat69 Did crypto made any sens at any point ? Because I am still trying to figure it out. We don't want sens, we want money sir

[0xAlmb @0xalmb]

At least I am not the only one to put Hyperliquid so high on the podium. I called it in february 2024, got paid a crazy airdrop, sold at 30, bought back at 12, and the rest is history.

[Vikingo.hl @VikingoDigital_]

Hyperliquid is going to be the clear winner of the next bullrun.

$HYPE is a TOP 5 coin.

It’s only a matter of time.

[0xAlmb @0xalmb]

@VikingoDigital_ I developped an unpopular opinion where Hype could flip ETH. People don't like it. But people are calling the coins when they are on top. I call them when they're early birds.

[0xAlmb @0xalmb]

@GoldenGooseRH That's why I am still poor ! I take my wallet to buy eggs at the store, and then I feed my goose with it. Daaaamn

[0xAlmb @0xalmb]

@Ministerr These 2 guys are basically holding my retirement savings... What the hell did I do ?