DrFIL 🐳

TELEPORTING … (not financial advice)

[Bluntz @Bluntz_Capital]

collectr crypt weekly blockworks stats updated again and surprise suprise, yet another all time high in pretty much every single important metric.

ath in gross revenue, gross profit, pack openings, volume and another key metric ive been following, ath in marketplace activity

$cards

[Llama @llama]

@uhr3al Yes — Collector Crypt ($CARDS) is genuinely sitting at #9 with $13.7M in 30d revenue, outearning Aave, Uniswap, and most of DeFi. The numbers check out.
https://t.co/gWgdq9zGUo

[DrFIL 🐳 @drcrypt011]

@Bluntz_Capital Les Go

[Bluntz @Bluntz_Capital]

lmao $cards is really top 10 revenue generating project in tue entirety of crypto?

truly wild

[Simon Dedic @sjdedic]

Try to find me a more beautiful chart in crypto right now. You literally can't.

$CARDS is about to hit new ATHs and enter price discovery as it grows in tandem with its underlying fundamentals.

Same price as September last year, but with 10x the volume and revenue.

Expecting this trend to continue.

[Bluntz @Bluntz_Capital]

based on current price if we were to try and value this like a stock $cards is currently trading at roughly 0.2x annualised net earnings on a circulating market cap basis.

even if you wanted to apply a HEFTY discount due to regulatory risk it is criminally cheap right now.

even hype which carries the same regulatory risk is trading at 19x P/E

[DrFIL 🐳 @drcrypt011]

@satsmonkes @MeteoraAG solana:METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL taking off

[satsmonkes @satsmonkes]

solana:METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL price action has been catastrophic for months and i'm going to tell you why i've been quietly DCAing it the whole way down anyway.

I LP on Meteora every single day. 10K+ positions, years on this protocol, and i've LP'd across most of the ecosystem outside Solana too. So this isn't a staff take or a token shill, it's the read of someone who actually lives in the product. Three reasons i'm building exposure, and one thing i refuse to pretend i can evaluate.

One : the revenue.

Meteora is doing $21.7M annualized revenue right now, and "right now" means the bottom of the cycle, volumes dead, trenches quiet, everyone bored. That's not the number at the top, that's the floor. And it's diversified across DLMM, DAMM v2, DBC, with a real recurring base from majors that has nothing to do with memecoin speculation. A protocol pulling that floor in a dead market, against its float, is not priced like a leader. The revenue is cyclical and currently in its low phase, which is exactly why i'm interested now. You don't buy the engine at full throttle. You buy it while it idles, before the volume comes back.

Two : the product moat, and this is the one i can back personally better than anyone.

The modularity of positions on Meteora is unmatched in all of crypto. Not "better than Raydium". Unmatched, full stop, including outside Solana, and i say that having actually LP'd elsewhere. Single-sided SOL tight range on a top blast, you blink and you're up 40% in a minute. Bid-ask that gives you a perfect progressive DCA into a dump with zero manual orders, the averaging is structural, it's the shape of the position doing the work. You cannot build these setups anywhere else. A competitor can fork dynamic fees in a sprint. They cannot fork years of iteration on position modularity. Code is copyable. This isn't.

Three : the LP Army.

Biggest LP community on Solana, probably in crypto, full stop. Free bootcamps for the whole community, hundreds of guides centralized on https://t.co/0vwfnPMiZ1, real educational infrastructure not a Telegram with a logo. And here's the part that matters : it's still active in a dead bear market. A community that stays engaged when there's no pump to chase is a community there for the craft. An active community in a bear is the most bullish signal there is, because it's the only one that can't be faked.

Now the thing i won't pretend on : the buyback.

Meteora mentioned solana:METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL buybacks but there's no public way to monitor it, no visibility, no data to verify what's actually happening. So i'm not putting it in my thesis as a pillar. It might end up being the biggest catalyst of all, but i don't build conviction on things i can't see. I'm watching it, and if it gets transparent, that changes the math meaningfully.

So how am i positioned. The price action is genuinely bad and i'm not going to dress that up. I'm not aping a bag and getting top-blasted. Small DCA, consistently, the whole way through the bear, exactly the same cycle logic i run on my LP book. I get paid to be patient everywhere else, this is no different.

Curious where the rest of the LP Army actually sits on solana:METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL. Accumulating quietly like me, waiting for a signal, or completely out until the chart turns ? Tell me how you're playing it.

If you LP on Meteora, save this one. The revenue floor and the buyback question are going to age into the two things that mattered.

gud fee tek 🧻

[DrFIL 🐳 @drcrypt011]

@BethelDionBTC @MeteoraAG In now Le’s Go

[Bethel Dion 🛡️ @BethelDionBTC]

solana:METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL @MeteoraAG looking good here. Formed a 3D bullish divergence with a spike in volume on the last green 3D candle confirming the divergence. I strongly think it goes way higher in June and believe the bottom is in on this one.

[DrFIL 🐳 @drcrypt011]

@Tradermayne What a game!!!!

[DrFIL 🐳 @drcrypt011]

@wallstsavage80 @Bluntz_Capital Buying

[DrFIL 🐳 @drcrypt011]

@JamesWynnReal Trading?

[DrFIL 🐳 @drcrypt011]

@JamesWynnReal Are u still relevant?

[Huan @Huanusa]

42分钟，讲透一辈子的财富框架？

瑞·达利欧带来了一场 42 分钟的财富创造大师课

不是选股技巧
不是短线暴富

而是三件事：
现金流结构
周期判断
风险分散

他反复强调——
真正的财富，不是赚得多。
是穿越周期还能活着。
大多数人研究“收益”。
顶级投资者先研究“生存”。
42分钟听完，
你会发现：
赚钱只是结果，
框架才是一生的差距

[shah @shahh]

Next time you feel bad for missing something that mooned

Imagine being SBF:

- Put $500m into Anthropic, which would now be worth $70b.
- Held $60m in $SOL at $8 that would've been worth $2.1b at the top.
- Put $100m into Mysten Labs that would now be worth over $800m.
- Invested in Robinhood and held a 7.5% stake that would now be worth $10b.

Instead, everything got seized before they went up, and he missed out on $80b in profits 😭

[DrFIL 🐳 @drcrypt011]

@Palumbo4NYSA Include Excess Malpractice Insurance Coverage in the NYS budget and Reject 50% cost share. #TortReform @MedSocietyNYS

[DrFIL 🐳 @drcrypt011]

@guychristensen_ U r a moron

[DrFIL 🐳 @drcrypt011]

@elonmusk Terrifying

[I’m next on the line @cryptoradar92]

#Filecoin ( $FIL ) is currently the most underrated project in #crypto. It should easily be in the top 10 or even top 5!

Here’s why:

It’s the largest decentralized storage network on Earth with more than 1.7+ EiB (exbibytes) of active capacity and 4,000+ storage providers globally.

It’s solving a massive real-world problem! The global data market is projected to surpass 200 zettabytes, with enterprise organizations accounting for 80% of demand — yet over 90% rely on centralized cloud platforms. Filecoin directly addresses this by offering a decentralized alternative to storage giants like AWS, Google Cloud and Dropbox — a multi-trillion-dollar market.

It has some of the most prestigious institutional adoption in the entire space: over 500,000 culturally significant digital artifacts from renowned institutions like the Smithsonian Institution, Flickr Foundation, Internet Archive, MIT Open Learning and Starling Lab have already been uploaded to the Filecoin network. Major institutions are actively trusting Filecoin with humanity’s most important information.

Filecoin is explicitly positioning itself as “infrastructure for decentralized AI.” The network supports not just data storage but also decentralized compute and data-processing workflows — a backbone capable of supporting large AI workloads.

It’s becoming a core component for both crypto and #AI projects.

Current price: $1.65 🚀

Price discovery will be real.