hey guys im going to give you a quick lesson
when a coin is uptrending & leading the market at the beginning of a multi-year bull trend, you buy when it pulls back 20-30% after going up 5x, not post screenshots on twitter
your inability to extend your time horizons is going to lose you a lot of money if you don't change your biases quick
time is the most underappreciated variable in trading, pump has existed as an app since 2023, coin has traded since ICO in mid 2025, & it has traded sub .005 for 80% of this time
what that means is there has been a strong accumulation phase already with ~hundreds of billions of trading volume exchanging hands, the base has already been established, & it has never experienced an uptrend during a bull market, it is transitioning from S1 to S2, you should be looking for opportunities to add
Welcome to Claynos @MakaveliDlaCruz! So excited to have you as a collector. Mak's been an avid cheerleader of IP and Claynosaurz on the timeline. Helping to coordinate community cross pollinations with BAYC and Otherside, he's an advocate for the health and growth of the NFT space. Thanks for taking the leap 🌋💚
When we built Claynos 4 years ago, there was no direct comparable. So it was hard for people to understand what we wanted to do. There was no map. Same with Pudgys, by the way. That’s what happens when you don’t follow other people’s playbooks, and you set out to build your own metas. What we’re doing is novel, and in hindsight the bets make sense.
Years later, we’re considered a flagship NFT brand across any chain. We have also created trends. Starting from nothing, we built a creator-led brand that today is recognized for its innovation in community-driven storytelling, digital-first animation, collectibles, and social media strategy. We’ve won more than 40 industry awards (against Sony, Pixar, Riot, Disney and including the Webbys) and grown into an IP ecosystem spanning content with over 2 billion views including micro-episodes now streaming on Prime Video. The brand grew from short-form social content into an expanding million-dollar IP ecosystem spanning animation, games, experiences, collectibles, and products. That was unfathomable 4 years ago. And we did that with you.
Throughout our journey, which is still just the beginning, Collectors have been airdropped thousands of dollars worth of collectibles or tokens, and have won through our alpha teams many times. We’ve held events all over the world with thousands of people. And more intimate networking ones too. We’ve given away thousands of merch units to collectors. We have built value for the collectibles as was promised. Everything else has been because we chose to.
We gave away 15% of our company to collectors. We did not have to. We have proven our ability to deliver, and our values over and over.
All of these successes you’re now a part owner in, and you’ll benefit from in the future. Everything we do now benefits you because of the value that is accrued as we build this. And we will continue to add substantial value to our ecosystem.
That’s why we built HEEBOO, so we can continue to win together in the long term. Big wins happen when you disrupt. Disruption is never obvious at the start. But neither was claynos. For community wins, the creator must win too. When the HEEBOO platform launches in fall and as projects launch and succeed, so will you. That is the point. Just like finding coins on pumpfun early, if you’re good at finding IP early, and participating, you will win. Only it’s not PVP.
PVE > PVP
A riff on SimpleFarmer’s ethos: Our North Star is to bring more fans and more capital onchain by executing on high-level EntertainmentFi technologies and helping those brands launch and scale in a sustainable way, while aligning those that discover and support those brands.
Another smart trader spotted!
After 2 years of inactivity, he bought 95,928 $SOL($9.74M) again.
Over the past 3 years, he has completed 2 $SOL swing trades, buying low and selling high both times, making $4.95M in total profit.
https://t.co/jXfOYsbVkd
For crypto founders, the biggest lesson from @fomo and @Pumpfun ascendance is that the distribution model of the last 5 years for apps is moot.
Web3 is dead, wallet connect is dead, dApps are dead.
The new plan is vertically integrated mobile: hide the crypto mechanics entirely. Single balance across chains, integrated onramp (Apple Pay is king), no bridges, no seed phrases or private keys (sign in with Google or X).
For wallet apps themselves, this presents an existential crisis. The user demands simplicity & the feeling of safety. In the past, your wallet was a gateway to crypto. Now, I hold a deposit in each app I use and I don't yet care if they talk to each other.
As always, we go through bundling and unbundling cycles. If Phantom and Jupiter and Metamask were bundling, we are now seeing a great unbundling.
This is just insane
One guy started to lp $ANSEM a month ago
In exactly one month he made 983 SOL ($81K)
Now he's earning around $1.5K every single day
Nearly every ecosystem over the last 6 years that took shots at solana during hard times and failures (FTX, outages, almost outages, congestion, etc) is literally dead. Criticized at every step by 100s of ecos.
Thankful you all kept building 🙏🏽
Solana
Today, we fully rolled out Coinbase's first production @solana smart contract!
As part of the Vector acquisition, we brought over some hardcore Solana devs who are looking for every opportunity to optimize the DEX trading experience.
We rolled out a lightweight aggregator that gives us enough control to ensure 99.9% of Solana DEX tokens are routeable (quote errors are down 80%!).
More to come later this year: stay tuned 👀