Jordan Vale

🎙Host of @MelonPodcasts • Thinking in systems, on and off screen.

[Jordan Vale @JordanV4le]

Just realized: the best moments in life happen when you stop waiting for perfect conditions and just start.
No Plan B. No “what if it doesn’t work.”
You just do it.
And life adjusts to your audacity 🔥
#Mindset #Motivation

[Crypto Rover @cryptorover]

ETHEREUM MAY BE HEADING FOR ITS BIGGEST CRASH YET.

This chart shows the exact same 1,369-day pattern repeating for a third time.

The previous two cycles ended with devastating selloffs.

If this fractal holds...

The worst may still be ahead.

[Melon Podcast @MelonPodcasts]

1/
it's been a month since hyperliquid's hip-3 went live. stake 500k $HYPE and you can launch custom markets backed by the platform's deep liquidity

the result is an exchange where you can long or short almost anything. stocks via trade or felix, commodities, bonds via aura, pre-ipos via ventuals, even pokemon cards via trove

analysis by @SunwooHajin

here's how hip-3 works, and how it hits $HYPE 👇

2/ the mechanism
a deployer stakes 500k $HYPE (~$19.3m at time of writing). they get three markets free before entering an auction for extra slots

for each market they set leverage limits, configure the oracle, and manage the technicals. bad standards risk a slashed stake, though hyperliquid calls that temporary as tooling matures

3/
once live, the deployer earns 50% of their markets' fees, hyperliquid takes the other half. to balance it, hip-3 fees are set at double the standard rate, so @HyperliquidX's cut stays roughly even

most deployers are still building, but one live market already did $1.3b in volume. early, but it rhymes with the hype

4/ what hip-3 does to $HYPE
new supply crunches, more buyback fuel, and potentially more for stakers and traders

5/ locking up $HYPE
every deployer removes 500k $HYPE from circulation. as new deployers show up, that's persistent buy pressure. trove alone raised $20m to buy $HYPE for its launch

treasuries like @HyperionDefi and @HypeStrat are already looking at hip-3, which softens the risk of these vehicles dumping

6/ buyback base
the 50/50 split feeds the assistance fund, which uses 97% of fees to buy back the token. since hip-3 fees run higher, the split doesn't thin the stream. even a handful of markets at sustained volume is a real buyback source

7/ incentive wars
next phase is deployers competing for trader flow. @tradexyz's xyz100 market did $100k in fees before it hit two weeks

expect liquidity mining, fee rebates, staking boosts, and providers like @kinetiq_xyz crowdsourcing $HYPE to lower the cost of launching a market

8/ how it could fail
success needs two things: quality markets launching, and those markets holding real demand

permissionless doesn't guarantee quality. a hip-3 market is only as good as its deployer. stocks and bonds need continuous data and stable pricing, or you get thin liquidity, wide spreads, and traders leaving

9/
oracles like @redstone_defi are building hybrid onchain/offchain feeds to hold pricing even when the base asset isn't trading

but demand is harder. per @felixprotocol's charlie (@0xBroze), most hyperliquid volume comes from five markets, mostly $BTC $ETH $SOL. niche hip-3 assets face a cold-start problem. no early liquidity, no traders, no liquidity providers

10/ final thoughts
hip-3 is another structural bet on decentralization, shifting growth from the protocol to its participants

it doesn't need scale in the traditional sense. per @FalconXGlobal, capturing under 1% of mag7 derivatives trading could mean ~$800m in extra fees

for a team that keeps defying expectations, hip-3 isn't something i'd bet against

[Melon Podcast @MelonPodcasts]

our host @M4rcusHale connects with @david_enim, co-founder of valory, on what it actually takes to build autonomous agents across crypto

after years at https://t.co/3EWo1qaTPu one lesson landed hard: chains create focus, but they also create friction

instead of scaling agents, you end up selling blockspace, ecosystems, and infrastructure narratives

[Crypto Rover @cryptorover]

BREAKING: Ethereum longs JUMPED 8% today.

At the same time, Ethereum bull Tom Lee says the bottom is in.

Someone always knows something.

[Crypto Rover @cryptorover]

Warning to crypto holders... ⚠️

The CLARITY Act approval could catch many of you completely off guard.

[Legend @legendtrade]

Legend Season One is live.

Weekly cash and physical prizes. Over six figures across the season. The best traders qualify for the Legend Trade Series in South Korea.

Where traders become Legend.

[Melon Podcast @MelonPodcasts]

what does it actually mean to co-own ai?

@veryBN sits down with @david_enim, core contributor to olas, on how you move from using ai to participating in it

with olas you can hold tokens, run agents, or operate them as a business. across defi, prediction markets, and other onchain use cases, agents generate value and operators share the upside

[Jordan Vale @JordanV4le]

Bitcoin has bounced back above $63K and is gaining strong momentum.

With fresh ETF inflows and positive regulatory signals, the market is showing real strength. Optimism is returning — exciting moves ahead. 🚀

[Melon Podcast @MelonPodcasts]

this week on melon: david minarsch (@david_enim), co-founder and ceo of valory

we get into david's path across crypto and ai, from his early work at https://t.co/3EWo1qaTPu to building valory and olas, and what "autonomy" actually means once agents leave the demo and start operating in live markets

we dig into what autonomous agents can already do, where they're genuinely useful, and what breaks the moment you drop them into permissionless adversarial environments like web3

and the hard problems underneath all of it: coordination, incentives, security, reliability, and why open-source infrastructure decides whether agents ever become first-class participants on the internet

[chieri @chiii052]

https://t.co/JqXqwHG6Rx

[Jordan Vale @JordanV4le]

Last night I stood by the window watching the city slowly go quiet. Lights in the windows turned off one by one, and for a moment it felt like all this noise we chase every day is just something we invented. Real life is much quieter and deeper than we usually let it be.

Try finding at least ten minutes of that silence today. It works better than any coffee.

[Melon Podcast @MelonPodcasts]

1/
last week you probably saw jesse's post about an agent called oracle by noice

it read: if you like this tweet, you buy oracle

whether it worked for you isn't the point. what oracle is reaching for is

analysis by @rennertoll

2/ what oracle actually is
built by the @noicedotso team, the same people behind the viral tipping app on farcaster. @noiceagent lets you buy a set amount of whitelisted icm tokens across base and solana straight from twitter, just by liking or replying to an oracle tweet that names a ticker

tokens get whitelisted when the agent tweets about them. you can submit one via dm

3/ setup
connect your twitter, fund a wallet on base or sol, set your default buy amount the way you did with noice, then start liking oracle's tweets

two kinds of buys: a regular spend when you like a tweet, and a super aligned buy when you comment "aligned" under one

4/ the token
oracle has its own token, $ORACLE, paired with $NOICE. the team says it's a proving ground for the platform, not the center of it

it runs from a treasury, charges a 1% swap fee on likes and aligned buys, and pushes all realized profits and fees into buying back and burning $ORACLE

5/ the part that actually interests me
not the friction removal. the curation layer forming underneath it

oracle's vision includes a scout program: tag oracle to surface new founders for noice, earn from successful referrals. those founders then launch tokens through oracle and embed buy actions into their own timelines, the same way oracle does now

6/
given the @jessepollak beta trial, i'd guess this stretches past founders into ct personalities. could be wrong

7/ where i'm skeptical
solana blinks tried to embed onchain actions into twitter and never took off

to be fair, blinks demanded more from users. phantom installed, specific toggles flipped. oracle is simpler, and simplicity might buy it a different outcome

8/
the thing i still can't square: why twitter over @farcaster_xyz. farcaster is structurally better suited to this behavior, and it's where noice already has traction. going for the bigger court is a defensible instinct, but it's a real bet

9/
oracle reads as proof of the two most promising threads in crypto right now, ai and internet capital markets. it came out of real momentum, and it shows what a team can reach for once they've built something people actually want

curious where this goes

[Melon Podcast @MelonPodcasts]

1/
crypto's social x money wave keeps heating up. content coins, creator tokens, mini-apps, tipping

the latest standout: towns, a group chat app on base where communities (free or paid) earn, trade, and run bots right inside the conversation

if onchain group chats that actually make money sound like the future, this one's worth watching

analysis by @JordanV4le

2/ what is towns
@townsapp is a messaging protocol built on one simple but bold idea. your group chat should be able to move money. your wallet should live inside the chat. and creators should get paid straight by their community

3/ under the hood
a custom l2 chain for messaging, offchain stream nodes for real-time decentralized chats, smart contracts on @base handling payments and memberships, and $TOWNS securing the network through staking

as a user none of that touches you. what you see is discord-style chats with built-in wallets, onchain paywalls, native tipping, and custom bots

4/ why it matters
crypto activity is already social. towns just makes the chat itself an economic space. you don't leave the conversation to transact, you transact inside it

it's also another onchain business model. anyone can spin up a town, deploy bots, and open new revenue rails for their audience

5/ how to try it
head to https://t.co/ETCWTIm70W and log in through privy. it spins up an embedded wallet linked to your google, x, farcaster, or rabby. to fund it, hit the wallet icon top right for deposit and send

6/
explore towns from the discovery hub. surf by recent activity, featured communities, top earning groups, trending projects. some towns are free, some charge a subscription

7/
create your own: hit "+" in the left sidebar, name your town, pick free or paid, deploy. about as hard as making a discord server

want to go deeper: open the "token" tab on the towns site and delegate your $TOWNS to a node operator. check their yield and commission, pick one, stake

8/ the big picture
social platforms spent two decades getting more closed and more extractive. towns runs the other way. open, onchain, programmable, community-owned

whether it becomes the telegram of crypto is an open question. but if you want a fresh corner of onchain social you can jump into today, this is it

[Crypto Rover @cryptorover]

$150,000–$200,000.

I don't believe $BTC will revisit $30,000.

The highest-probability downside range is between $40,000 and $58,000.

[Jordan Vale @JordanV4le]

Crazy to see Pitbull turn a whole concert in London into a Guinness World Record. 22,000+ people rocking the exact same bald cap, white shirt, tie and aviators in the middle of a heatwave 😂
Only Mr. 305 could pull that off. Legend.
What’s the most random record you’ve seen?
#Pitbull #London

[Whale Insider @WhaleInsider]

JUST IN: Robinhood Chain flips Base in 24H DEX volume, hitting $905.4 million while Base reaches $899.2 million.

[Melon Podcast @MelonPodcasts]

1/
takeover turns trading fees into a pvp game on base

100 tiles per coin, each tile a 1% cut of that coin's trading fees in eth. own a tile, earn from every trade, until someone buys you out. it runs on harberger taxation, so tiles never stop circulating

analysis by @sunwoohajin

here's how the mechanism works 👇

2/ the harberger mechanism
@flaunchgg pays creator fees in eth and tokenizes revenue as nfts. takeover builds on that to make a pvp market for the fees

every coin launched gets a 100-tile grid. each tile is a 1% claim on all trading fees paid in eth. hold a tile and you earn from every trade, until you get bought out

3/ harberger tax
tiles use harberger taxation to force circulation. owners set a public price, and anyone can buy instantly at that price, no negotiation

set it high and carrying costs drain you. set it low and you get sniped

4/ tax structure
holders post a usdc deposit and pay a 5% weekly tax on their listed price. those taxes fund $TAKEOVER buybacks through the boardroom. keep the deposit funded, run out and you forfeit the tile to the open market

5/ the strategic layer
pricing is the whole game. each tile has a fundamental value tied to its parent coin's fee generation

at 5% weekly tax, a tile earning $10/week sits around a $200 equilibrium price, where tax equals income. too high and carry drains your deposit, too low and someone takes it

6/
that equilibrium moves with volume. dying coins get expensive to hold, runners spark bidding wars. profit comes down to reading volume and adjusting your price or exiting in time

7/ how to try it
start by buying into an existing grid before launching your own coin. the $FLNCHY grid (flaunch's mascot) routes 80% of trading fees to tile holders, which makes it a clean entry point

8/
browse: find a listed tile on the 100-tile grid. the $FLNCHY floor was around 68 usdc at time of writing, it moves

buy: set your listing price and deposit duration. total cost = buyout price + initial tax deposit. confirm

monitor: earn 1% of fees in real-time eth. adjust your price defensively as volume shifts so you don't get sniped

9/ zooming out
takeover is one of the first live tests of harberger taxation on an asset with calculable yield, where mispricing has immediate consequences

ai agents are expected to join soon, turning this into a bigger battlefield for automated strategies