denz.eth 🔨

cofounder @ a settlement layer nobody asked for | ex-plaid, learned regret early | still early or still cooked, tbd | hiring one masochist for solidity

[denz.eth 🔨 @MatthewHez78889]

@Laptrons 0x3c466788f6d2e425465392364b69bfff688a9f56

[GuruFun — Community first. Market second. @gurudotfun]

Launches: https://t.co/i6Ef28LVgT 35–50K a day; ~2.7% reach a DEX within a week — 97 of 100 never leave the curve. Pons: ~25K on its record day, 646K since July.

Context: Aug 23–29 was https://t.co/i6Ef28LVgT’s best week in nine months. Then Solana cooled at once. Not a platform story — an attention story.

[Andrew Aziz @BearBullTraders]

A deep dive into Casey's $CASY ahead of earnings report.

Casey’s has one of retail’s stronger operating models:

FY2026 EBITDA: +23.6%
EPS: +30.9%
Free cash flow: +23.4%
However, at approximately 35.0x FY2027 consensus EPS and 18.4x guide-midpoint EBITDA, a normal earnings beat is largely priced in.
The clean long thesis requires a broad operating beat:

• EPS above $6.78
• Inside comps above 4.5%
• Inside margin above 42%
• Positive same-store fuel gallons
• FY2027 guidance reaffirmed or raised

An EPS beat driven solely by temporary fuel-margin volatility would be lower quality, especially with Brent crude approaching $100 and creating additional Q2 risk.

[DeFi Warhol @Defi_Warhol]

You know you're pissing off the right people when your chain is pumping and the lawyers start getting tagged.

AMC's CEO wants Robinhood to halt its AMC stock token, saying it isn't registered under US securities laws.

But that alone doesn't mean Robinhood broke a law. There's no public ruling or enforcement action yet.

@RobinhoodApp isn't selling actual AMC shares to US investors. It's offering a non-US product that tracks AMC's price, with no shareholder rights attached. They're pretty clear about that.

AMC can hate the model. Fair. But calling it illegal just because it isn't registered in the US feels premature.

I've got money on RH.

[Andrew Aziz @BearBullTraders]

This is a legitimate inflation warning, but the 6% CPI conclusion is overstated.

ISM Services Prices Paid reaching 72.6 means price increases are becoming more widespread across service industries. It does not mean prices are rising 72.6%, nor does it directly forecast CPI.

The chart overlays an ISM scale of 35–85 with a CPI scale of -3% to 9%. Under those chosen axes, 72.6 visually corresponds to approximately 6%.

Without a published regression, confidence interval or forecasting record, that is chart alignment—not proof that CPI is heading to 6%.

The latest actual readings:

Headline CPI: 3.4%
Core CPI: 2.5%
Core PCE: 3.3%

The defensible takeaway is that inflation-reacceleration risk is rising, especially with Brent approaching $100. Which could keep rates higher and pressure equity multiples.

Real warning signal. Unsupported precision.

[Jerry Pan @stambouli_o1]

More assets on @o1_exchange o1 Launchpad!

Updated to have @base Ecosystem Assets $VVV $AERO $MORPHO for the pairing on https://t.co/6fvjiNIoLn

[Andrew Aziz @BearBullTraders]

🚨BREAKING: Iranian state media says the US Military has struck an Iranian oil tanker near the Strait of Hormuz.

2 days ago, U.S. had already struck 3 other Iranian oil tankers withing the Strait of Hormuz.

This weekend's strike resulted in the first sinking of a commercial vessel by the U.S. since World War 2.

WIT trading around $93.03 (+3.03%)
Brent trading around $99.34 (+2.4%)

[GuruFun — Community first. Market second. @gurudotfun]

Where the attention went. Pons: $221K a day on Aug 23 → $8.75M a day on Sep 4. https://t.co/Q3Hzao9LTN: $2.65M peak on Aug 27 → $680K on Sep 5. Robinhood Chain fees: $1.42M last week → $24.9M this week. Pons has out-earned https://t.co/Q3Hzao9LTN every single day since Aug 29.

[GuruFun — Community first. Market second. @gurudotfun]

LAUNCHPAD WARS — Week 1

Fees, 7d: https://t.co/i6Ef28LVgT $9.45M · letsbonk $48.6K · Bags $117K

Takeaway: the trenches changed chains. https://t.co/i6Ef28LVgT −33% w/w and only #3 worldwide: Pons (Robinhood Chain) $33.8M in six days, https://t.co/xqEye8JOgx (BSC) $11.5M.

Boards below 🧵 Data: DefiLlama.

[denz.eth 🔨 @MatthewHez78889]

@Ch3rB3ar Thanks for the recommendation, definitely grabbing one today.

[John @CryptoGodJohn]

Stacking more $MANIFEST & $PCC while the onchain market pulls back in preparation for Bidens Labtop scam launch tomorrow

Manifest / PCC will be top performers in Q4. Stacking as much as I can

[Aptos @Aptos]

Liquidity shouldn't have to stay where it started.

With @near_intents, BTC held on other chains now has a new path into @DecibelTrade, where spot and perps trade in one fully onchain venue built on Aptos.

Fewer steps between holding and trading.

[Poolz Launchpad @PoolzPad]

The Contribution Form for AEGIS AI is OPEN until September 15th!

While our platform is undergoing a full revamp, we’ve decided to make sure you don’t miss the opportunity to participate in the AEGIS AI Public Sale. Until the new platform is ready, contributions can be submitted directly through our official form.

@AegisonBase is a platform built on Base that helps crypto investors understand what’s happening on-chain. It tracks tokens, wallets, liquidity, and potential risks in real time, helping users discover opportunities and make better-informed decisions.

💡 Built natively on @Base
💡 Advanced AI token analysis
💡 Smart wallet activity tracking
💡 Liquidity monitoring and insights
💡 On-chain risk detection tools
💡 Smart alerts for activity

🔥 PUBLIC SALE DETAILS
FDV MC: $200,000 | 100% unlock at TGE | $0.006364
Initial Market Cap: $130,000
Listing Price: $0.010
Expected Listing: End of Q3 – Early Q4 2026

📝 Contribution Form: https://t.co/EvTxgZefhx

The Contribution Form will remain open until September 15th.

[BingX @BingXOfficial]

rate my setup (1996 edition) 💻

[WallStreetAlpha @WallStreetAlfa]

this did a 3X since then

took out initials

ready to ride this into oblivion

paired tokens on Stonk hit diff 😅📈

[APE @TheDefiApe]

We are cooking on the @Spumpio challenge...

From 1 SOL we will get to 100 SOL.

Breakthrough today, up to 13+ SOL.
https://t.co/TXDiPSs8Ry

[Flux Charts @FluxCharts]

BUYBACK:
Uber President & COO Andrew Macdonald bought 70,000 shares on Sept. 4 for roughly $5.31M, at weighted-average prices of $75.65 and $76.44.

Nancy Pelosi also disclosed a $500K–$1M UBER purchase made May 29, 2026.

[BingX @BingXOfficial]

gm🚨gm🚨gm🚨gm

𝙏𝙝𝙚 𝘽𝙞𝙣𝙜𝙓 𝙆𝙊𝙇 𝙏𝙧𝙖𝙙𝙞𝙣𝙜 𝙇𝙚𝙜𝙚𝙣𝙙𝙨 𝙂𝙧𝙖𝙣𝙙 𝙁𝙞𝙣𝙖𝙡𝙚 goes LIVE in less than 1 hour!

Tune in to witness the fun battle, meet the finalists, and claim the livestream airdrop before it’s gone.

Set your reminder now 👇

[Nicky @NickyBuffett]

🔥 @TrenchlingsGame ⚔️ Token Arena is now LIVE!

🏆 Enter the 3D trenches and compete for a growing prize pool (65% for 1st place / 35% for 2nd place).

🎟️ Entry: Hold 5,000 $TRENCHLINGS + Phantom Wallet.

🎮 Arena: ⚔️ https://t.co/eYY9Si6Mq6

💰Buy: https://t.co/JKXJG3Hcm5

[Turan Kafkaslı @TuranKafkasli]

Denizin altındaki güzelliğe bak… İnsan gerçekten hayran kalıyor.❤️