PDR

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[PDR @Pumpdotrun]

a model company charging a premium to use their model is like paying the refrigerator company every time you open your fridge door.

No. You just pay the electricity company.

[PDR @Pumpdotrun]

really like the collectible plays in the space. Better version of tokenization that gets real users back on chain.

I just worry Pokémon itself is going hyper-bubble...I'd expect a platform like cards to expand out horizontally and tokenize a broader set of things.

[PDR @Pumpdotrun]

https://t.co/qP81MSo9lA

[PDR @Pumpdotrun]

update: stable supplies are rolling over is my current assumption. It's hard to see what feeds a validator set these days which is why Hyperliquid is best positioned being a small validator set.

[PDR @Pumpdotrun]

It's hard to fathom how little we have grown.

[PDR @Pumpdotrun]

And I knew if I had my chance
That I could make those people dance
And maybe they'd be happy for a while.

[Seraphim @MacroMate8]

got a large lender willing to lend stables against SOL from 0-5.5% borrow rate (depending on terms)

if you wanna borrow >20m usd and this sounds interesting dm me

[PDR @Pumpdotrun]

update: stable supplies are rolling over is my current assumption. It's hard to see what feeds a validator set these days which is why Hyperliquid is best positioned being a small validator set.

[PDR @Pumpdotrun]

USDC is losing supply, USDT flattening out.

[PDR @Pumpdotrun]

Fool me twice.

[PDR @Pumpdotrun]

@tristan5600 Fool me once...

[PDR @Pumpdotrun]

A tiger never changes its stripes

[PDR @Pumpdotrun]

I see we are in the rewrite history portion of the cycle, @gainzy222

[PDR @Pumpdotrun]

@mattkratter Bitcoiners actually had a guy go on stage and tell dentists to lever up their business to become bitcoin billionaires with a straight face...Look in the mirror.

Yes alts are mostly scams, but they are just following the leader.

[PDR @Pumpdotrun]

novo are you okay, are you okay, are you okay novo

[PDR @Pumpdotrun]

Setting in yet? @tyler @cameron

[PDR @Pumpdotrun]

We are all witnesses.

[PDR @Pumpdotrun]

@saylor Once in a generation con.

[PDR @Pumpdotrun]

@alive_ agentic commerce in general is overrated....an agent is a container for a human's money, we haven't changed the underlying economics at all really.

[PDR @Pumpdotrun]

Id buy Solana post an AI crash. If the validators flushed out and hardware costs came down, it's economics could finally align.

[PDR @Pumpdotrun]

USDC is losing supply, USDT flattening out.

[PDR @Pumpdotrun]

new worry of mine is will stable coin supply flatten out or decline with the DeFi TVL in collapse. Most of stablecoins use is getting loaned out against btc/eth collateral. As they contract in price and leave the pool of borrowers , it could lead to redemption pressure.

[PDR @Pumpdotrun]

listen to the guy!

[PDR @Pumpdotrun]

@NeerajKA space is unusable due to taxes. Just tell them that...why would a us user go into a market where they have to compete against global participants that can compound the underlying assets at a faster clip to them? America bleed to the rest of the world in crypto.

[PDR @Pumpdotrun]

@sophiadew jesus

[PDR @Pumpdotrun]

new worry of mine is will stable coin supply flatten out or decline with the DeFi TVL in collapse. Most of stablecoins use is getting loaned out against btc/eth collateral. As they contract in price and leave the pool of borrowers , it could lead to redemption pressure.

[PDR @Pumpdotrun]

Im interested to see what happens when one index have a 1.8T company in , and another doesn't. Could be havoc.

[PDR @Pumpdotrun]

peak financialization these next few months. What happened to crypto is coming to the AI market.

[PDR @Pumpdotrun]

@yo_itsmatt you'd be much better off focusing on real world collectibles then anything financial related over the next 10 years. People under 40 are just tired of it.