Web3 doesn’t lack users. It lacks builders.
I’ve been in crypto since 2017,
seen every bull, every L1 rotation, every exit pump.
And the pattern never changes:
chaos early on, real momentum, then a slow fade.
Not because users leave,
but because the surface area for building disappears.
New chains keep launching:
same DEX, same staking, same retroactive points meta.
Different logo, same playbook.
It’s not multichain expansion,
it’s just fork season on repeat.
And still, everyone blames users.
“Bad retention,” they say.
Nah.
Retention of what?
There’s nothing new to farm,
nothing to explore,
no fresh primitives worth showing up for.
Solana didn’t cook because of emissions.
It flipped when https://t.co/aVqVSA6FMq dropped.
That one on-chain app changed the vibe overnight.
“Don’t just ape memecoins – launch your own.”
That was the unlock.
Same with https://t.co/GWIUyPuCjX, https://t.co/fCGWHUclRk, and Telegram-native launches.
Low-friction, high-impact protocols –
built fast, used instantly, shared everywhere.
That’s what creates meta shifts,
not pitch decks or testnets.
We don’t need another bridge,
we don’t need more $BLAST points.
We need 100 new dApps every week –
CT-native ideas shipping in real time.
From the people who actually live in the trenches,
not devs with whitepapers.
From users who’ve farmed every loop
and know exactly what this space is missing.
This isn’t a user problem.
It’s not a liquidity issue.
It’s a builder drought.
Until that gets fixed,
no L2, no narrative, no hype cycle will save this market.
So, here’s the $DIA chart.
DIA’s getting a major upgrade - Lumina mainnet drops in Q1 2025.
The play looks simple:
• Ride the pump on rumours
• Dump on the upgrade
• Re-enter on breakout retest
The market’s dead, but event trading still prints.
I'm watching this one closely.
$520 $SOL by 2025 – moon mission or just VanEck bagholding ?
VanEck says Solana hits $520 this year. Let’s unpack it:
🔹 Network Strength
• 65K TPS, 400ms finality, $0.0025 fees. Fast, cheap, and hasn’t crashed since March 2023 (yes, really).
• Firedancer upgrade in testing pushed 1.2M TPS. Feels illegal, but it’s real.
🔹 Ecosystem Growth
• TVL: $9B+ and climbing.
• DEX dominance: 48% of global volume - Raydium and Orca running the show.
• Active wallets: 25.2M. Bots? Maybe. Growth? or $Trump Definitely.
• Memecoins & NFTs: $3B+ daily volume, driven by pumpdotfun and Magic Eden. If the casino is open, the players show up.
🔹 Adoption & Price Catalysts
• ETF approvals? Could unlock $3B-$6B inflows. The SEC giveth and taketh.
• Firedancer: If it delivers, SOL might be too fast to fail.
• Regulatory risks & $ETH 2.0 competition? Still the elephant in the room.
💡 Where does this land?
Bull case → $300-$1,000 if everything clicks.
Neutral → $200-$500 if Solana just keeps growing.
Bear case → $70-$200 if history repeats itself (outages, SEC, market nukes).
So, is $520 SOL inevitable or just a well-dressed hopium package ?
(forwarding this from someone else)
On a bear trap
I think we’re in one of the biggest bear traps ever.
There’s absolutely no euphoria in the market, ai and memes are bleeding out, even og whales are capitulating.
Many think trump coin marked the top but it looks more like another form of business to me, nothing else.
Don’t forget, blackrock and trump team keep stacking up both eth and btc which means they know something big is coming.
If they buy at current prices, it’s unlikely they are aiming for a quick 2-3x.
They need to push the prices way higher to justify the current entry and stomach a major bear market correction.
Otherwise, they will look just as stupid as Germany who sold the bottom.
Also:
- No gold rush style for btc due to sbr/stockpile yet
- Eth didn’t break ath yet
- Staked eth ETF is not live or even proposed yet
- Stocks and bonds are not tokenized yet
- No Base, Abstract, Monad, Linea, Metamask, Opensea, Phantom tokens yet
- D.O.G.E. and Dogecast aren’t live yet
- No Solana and Doge ETFs yet
- Doge didn’t break ath yet
- Pepe is only at $5B lmao
- Trump token didn’t compete with Doge yet
- Saylor didn’t blow up yet
- Tether didn’t launch their own chain yet
- Charts look bottomed, not topped yet
- Social metrics are at all time low
- No gamestop-style mania yet
- Sol is not $1k, btc is not $250k, eth is not $10k yet
- No NFT 2.0 season yet
- No gaming 2.0 season yet
- Both Milady and Pudgy are not 100 eth yet
- Global liquidity hasn’t topped yet
- QE hasn’t started yet
So I personally think we are extremely far from the top and we’re in a final shake out before one of the biggest altseasons in the history.
Do with this what you wish.
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