Yarko

:Breaking down Crypto and Stocks.
:The mechanics, the money, the risk.
:Thinking outside the box.

[Yarko @YarkoLEE]

Twice homeless, then he sold one company for $5.1 billion. https://t.co/5G6JMtDnKn

[Yarko @YarkoLEE]

Airdrop from Pump. Two months, 300% up.

Can we call ourselves the drivers of this rally?

Maybe it was our money, the airdrop, that funded the team's $431M token buyback.

The platform generated over $1 billion in revenue and bought back around $431 million of its own token, and it still trades near its ICO price of $0.004.

The reason is simple: monthly insider unlocks plus a slowdown in memecoin revenue cancel out the burns.

So this is a rare case where a token with real cash flow and the most aggressive buyback on Solana still goes nowhere, because insider supply pushes down harder.

Platform revenue:

>Cumulative since launch (January 2024): over $1 billion.

https://t.co/yVCVqZNz6b became the first app on Solana to cross $1 billion.

>First year around $321M

-2025 around $664M (gross up to $971M per DeFiLlama)

-2026 annualizing to roughly $300 to $320M

>Weekly record: $10.03M for the week of August 3-9, the first time above $10M, and over a 30-day it even beat Hyperliquid.

Even Ansem handed out an airdrop at a peak market cap of nearly $450M.

Maybe this pump is exactly about getting the drop out, so that when those participants sell their share, there isn't an even bigger dump.

solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

[jussy @jussy_world]

This is INSANE

@HyperliquidX is up over $2B from buying back $HYPE

Meanwhile:

@Pumpfun spent $431M buying back $PUMP and is up $20M (just flipped positive)

@JupiterExchange spent $93M buying back $JUP and currently down $45M (like 50%)

HYPE is on a completely different level

[Yarko @YarkoLEE]

@KyleDeWriter Pretty sure this is the second time of Trump token launch rumors in the past couple weeks now. Maybe it's worth just going through the launches from the last few days, and there's already a token sitting there, waiting for someone to start pushing it???

[Yarko @YarkoLEE]

@TedPillows If only it were that simple, and you could build your whole analysis just off the chart.
That would be great.
The reality now is that we have to factor in a ton of inputs and outputs, financial and political alike.
Trading and investing are getting harder.

[Yarko @YarkoLEE]

@GrindeOptions Definitely no . I understand that "no risk/no money" but that's the difference between a smart investor and losing your capital.

[Yarko @YarkoLEE]

@CK_Cryptoklepto That's a pretty bold claim. Especially the part about draining liquidity. But some of these shitcoins, as you called them, actually bring real value to the crypto market, and to the market in general.

[Yarko @YarkoLEE]

Actually it just the beginning. Keep in mind that the more the AI industry grows, the more resources it needs. And someone has to sell or lease out those resources (data centers and electricity). So there'll be even more chances to invest, in the form of companies that supply all of it.

[Yarko @YarkoLEE]

@cryptokillua99 This is a mental problem that started with memecoin traders, and unfortunately it's bled over from memecoins onto coins that actually have real value and a useful product. Meme mania has warped the way people think about trading.

[Yarko @YarkoLEE]

@twelvepills12 Reading your posts, I got one conclusion: most people who made it big thought and acted outside the box. They all went against the crowd and leaned on their nerve and their own way of doing things.

[Yarko @YarkoLEE]

@entyper Pretty sure this is already the second wave of launch rumors in the past two weeks.

[Yarko @YarkoLEE]

Three crypto headlines hit Washington in one week.

Zero of them are law yet.

If the SEC rule passes, it opens a legal way to raise money through token sales in the US again, up to $75 million a year, without full registration.

It's basically a revived ICO, just regulated this time.

There's also a "safe harbor": a token can stop being treated as a security once the team delivers what it promised.

Don't oversell it, though.

Analysts are calling this a fundraising upgrade, not the long-awaited "stocks on the blockchain" moment, because that's the part they actually pushed back.

[Coin Bureau @coinbureau]

🇺🇸BREAKING: Washington just went all-in on crypto in a single week.

Trump urged Congress to pass the Clarity Act after hosting crypto executives at the White House.

The CFTC Chair says if the bill stalls, the agency will build its own crypto regime under existing authority.

The SEC proposed its first crypto fundraising framework, allowing projects to raise up to $75 MILLION without full registration, per Decrypt.

[Yarko @YarkoLEE]

@zoetoshi pizza, cola and good vibe

[Yarko @YarkoLEE]

@ahmads_x @JupiterExchange It’s only a matter of time. JUP holds a key position in the Solana ecosystem. They regularly do buybacks. They may not be as big as Hyper or Pump, but you have to understand that every project has different profits.

[Yarko @YarkoLEE]

@brian_armstrong It looks like there is no other way, and sooner or later, this will be resolved one way or another. They need this law even more than we do. Everyone wants free and legal access to crypto.

[Yarko @YarkoLEE]

@ChairmanSelig @CFTC That’s a pretty strong and clear statement. Everyone is waiting for this law to be passed and for a clear decision. People want clarity.

Everyone wants to use crypto freely and without unnecessary restrictions. This could be a big step toward the future.

[Yarko @YarkoLEE]

Higher mister.

[trynafindbebe @trynafindbebe]

If you get it, you get it $Index

[Yarko @YarkoLEE]

40% profit at 3 weeks on Stocks. It is possible.

There were more reasons for this move higher:

1 - Market depression - this is one of the main signals to buy.
Everyone was expecting the crypto market to fall and had targets for CRCL below $50.

2 - Positive fundamentals — the Q2 results were strong.

3 - ARC launch in September (opens the door for more liquidity to enter the market).

4 - The chart we stopped at an important support zone, where the price started to accumulate.

Good volume was traded there.

Think against the crowd.

Sometimes you need to think irrationally and always look for your own thesis.

$CRCL

[Yarko @YarkoLEE]

Circle ($CRCL) is the company behind USDC, one of the world’s largest USD-backed stablecoins. Its long-term goal is to become the core infrastructure for digital dollar payments across banks, fintechs, and global financial networks.

Pros:
• Strong brand and trust in USDC.
• Growing institutional adoption.
• Potential tailwind from regulatory clarity through the CLARITY Act.

Cons:
• Revenue still depends heavily on high U.S. interest rates.
• The CLARITY Act would benefit not only Circle, but also banks and major fintech companies.
• Increased competition could put pressure on margins.

Key Risk:
Can Circle evolve beyond being a stablecoin issuer and become the backbone of digital dollar infrastructure?

What will determine CRCL’s future:
• Passage of the CLARITY Act.
• Continued USDC adoption.
• Federal Reserve interest rate policy.
• New partnerships with banks and payment networks.
• Growth in infrastructure and services revenue, reducing reliance on interest income.

The answers to these questions will determine whether Circle remains a crypto-focused company or becomes one of the world’s leading financial infrastructure providers over the next decade.
@circle

[Yarko @YarkoLEE]

Market revolution. Uptober.

These guys are not slowing down and keep building something that could be a huge boom for crypto.

What’s new:

Over the past two days, we’ve seen a lot of positive news for @circle , and that’s exactly why the launch of ARC could become a real bridge between traditional finance and crypto.

Everyone is reading about it, but most people still don’t understand how big this could become.

1-Circle received final OCC approval to operate as a national trust bank.

CEO Jeremy Allaire discussed it on CNBC alongside the upcoming CLARITY Act.

2-Circle bought a large chunk of IBM's blockchain patent portfolio: over 680 patent families and nearly 1,000 issued patents.

It's a play for a patent moat against competitors.

3-Coinbase and Circle renewed and expanded their USDC revenue-sharing deal for a new multi-year term, with deeper integration into Coinbase Pay, the Base network, and the main exchange.

$CRCL

[Circle @circle]

AI agents can plan the work and Circle Agent Wallet helps them pay for it.

This tutorial walks through how to:
→ Create your first wallet
→ Fund it with USDC
→ Pay for services
→ Return receipts as part of the task

[Yarko @YarkoLEE]

@CK_Cryptoklepto Many people are not ready to look ahead and think rationally.
Everyone buys on the news without a clear view of a project future potential.
But in a few years, we will not see MARA at such a low price again. Patient investors are always rewarded.