CLARITY’s Sept. 15 cloture vote is a real catalyst for crypto market structure. 60+ votes would not mean the bill is law, but it would sharply raise the odds of passage - and start removing the regulatory discount on onchain trading. 1/3
this has more or less played out exactly as expected 👇👇👇
onchain has been choppy for the past 2 weeks
especially compared to the insane momentum we had over the 1-2 months before that
with a few exceptions like $USELESS & $STONK, almost everything that was hot when i posted this is now down
some are down 50%+
new pairs have been especially brutal for most
and i know what's happening now
people are getting shaken out of their high conviction plays because 'things look weak'
that's exactly when you're most tempted to sell
and exactly when you should be doing the opposite
the hard part isn't buying when everything is ripping
the hard part is having the conviction to HODL and buy the dips when the market gets boring and painful
Q4 remains the focus
what we've experienced over the past few months is just the prelude
if the market starts melting up the way i expect over the next few weeks, the people selling their high conviction bags NOW are going to absolutely hate themselves
don't let a temporary period of weakness make you miss the move you've been waiting months for
Waddles explains why he's scared Robinhood is going to end up like BNB
"I like Robinhood, I do. But I'm scared it's going to meet the same fate as BNB, where you're requiring Vlad to say something, because that's what BNB was. It was crazy for a while but then it just became like sell the news on everything."
"I don't like a chain where you require a catalyst from one specific person. That's what's good about Solana. Toly has done nothing for meme coins until now, it was never a requirement for Toly to do something for a coin to go up. People just make the coin go up because they like the coin, not sitting around waiting for Toly to say something about the coin they're in."
$BNKR is starting to develop a much stronger link between Bankr’s business growth and the token itself.
Bankr launched in December 2024 with 100B supply, no presale, no team or investor allocation, and no inflationary emissions. Since then the product has expanded into a broader ecosystem: terminal, multichain trading, token launches, Bankr Club, AI-agent infrastructure, x402 integrations, and a Coinbase listing.
The missing piece was value accrual.
Bankr generated tens of millions of dollars in cumulative fees and roughly $14M in protocol revenue, but relatively little of that activity created recurring demand for $BNKR.
That is now changing.
On September 22, Deployer announced that 30% of launch revenue will be used to buy $BNKR from the open market and distribute it to stakers.
At recent activity levels, that represented at least ~$200k over seven days.
The important part is the structure:
launches → fees → open-market $BNKR purchases → staking rewards
These rewards are not created through inflation. The protocol has to buy existing $BNKR from the market first.
That creates two potentially positive forces for the token at the same time:
• recurring buy pressure tied directly to Bankr revenue
• additional incentive to hold and stake $BNKR
This is why the comparison with $PONS is becoming more relevant.
The final mechanism is different - PONS buys and burns, while Bankr buys and distributes to stakers - but the core economic loop is now similar:
protocol activity → revenue → native-token purchases
Relative to market cap, the announced ~$200k weekly allocation is already meaningful. At roughly a ~$35M valuation, that is around 0.6% of market cap being directed toward $BNKR purchases in a single week.
Bankr also has something important already in place: an established product generating real revenue, a large holder base, broad distribution through Coinbase, and almost the entire original supply already circulating rather than waiting for future unlocks.
So the thesis is no longer simply that Bankr is building useful products.
The stronger thesis is:
**if Bankr activity grows, part of that growth now translates directly into demand for $BNKR.**
For most of its history, Bankr built the business first and the token captured relatively little of it.
Now the token is being plugged into the revenue engine.
That materially improves the fundamental case for $BNKR and gives future growth in Bankr usage a much clearer path toward supporting token demand and price.
we'll be redirecting 30% of Bankr's launch revenue to $BNKR staking.
rewards are already accumulating.
expect the staking smart contract by the end of the week and rewards to start streaming shortly after to give people a chance to stake.
thanks for riding with $BNKR.
NOTE: staking is not yet live.
@desolationlovrs No. "Si" or "SI" has several different meanings depending on the context, most _commonly_ referring to the International System of Units.
If you're wondering why bears are defending $5 on $LIT so viciously, it's because there are $72mn in shorts to be liquidated between there and $7.50
Futile attempt though, just delaying in inevitable
$BTC - Bears are getting squeezed, but one thing stood out. Yesterday’s Bitcoin move from 83k to 87k didn’t bring a real alt breakout. If BTC holds above 83k from here - which looks likely - a few alts may start to RUN while the rest lag.
Introducing...
https://t.co/IGdzMIgJ4k
Maybe you've worked hard in the mines and have escaped the permanent underclass?
Maybe you're a part of the 1%?
Maybe you just like nerd shit.
This is THE place for meme quants, existing and up and coming.
Enjoy.