Thorfin

md venture
-test

[SpaceX @SpaceX]

Launch and ascent of Starship's eleventh flight test

[👀 @eyearea]

It's interesting because Apex almost gets a "free ride" from all the commotion between HL vs Aster

I'll explain briefly:

Let's assume that Aster gets listed on Binance spot

Aster starts soaring in price, new ATH etc.

Hyperliquid *probably* doesn't go up because of that, people associate it as a rivalry between the two

So "Aster winning" means "Hyperliquid losing"

BUT

Aster getting listed on Binance spot will [and you can come back to this tweet when it happens] result in Apex going up due to the fact people will naturally bid the second largest CEX for trading vol at a much lower mcap

If Aster initiate buybacks and there's a huge positive reaction

Again, people will buy Apex again anticipating the same result

It sounds dumb until it isn't and I'm sure Ben done this on purpose

Two perceived giants busy fighting whilst the 'smaller' one gets to pass through without being noticed as much

Pretty slick

[Other exchanges don't compare/have no relevancy, everyone knows it's just HL, Binance and Bybit for perps trading - literally nobody who is serious uses anything else]

👀

[𝔊𝔥𝔬𝔰𝔱 @_0xghost_]

Someone convinced me to buy another perp dex token, on Arbitrum. Soon I will only be holding a basket of perp dex tokens and nothing else.

[Luke Martin @VentureCoinist]

New player has entered the perp dex arena: $APEX

Have to imagine that @benbybit has done the math on how much $ASTER airdrop incentive has boosted price & volume...and how they could use Mantle treasury to achieve something similar...

Aster mkt cap: $3.3B
Aster airdrop estimate: ~$700M
Apex mkt cap: $250M
Mantle treasury: $6.2B

[Ben Zhou @benbybit]

Mantle X Apex. Big things are coming!

[Pumpkin (shitpost arc) @PumpHustler]

Chart says it all $ORDER ripped from $0.12 → $0.36, a clean 3x move and barely anyone’s talking about it.

Everyone chasing $ASTER, but I think Orderly’s actually doing better.

That’s not random hype, it’s backed by $700M+ daily perp volume and fees stacking on @OrderlyNetwork.
Real infra, real usage.

And now you’ve got traders on @whatexchange calling ORDER the big move. Thanks to @ImNotTheWolf building such tech.

When DEXs start becoming the playground for these runs, you know liquidity + conviction are syncing up.

Feels early.

It's a Dex season and $order is The Exchange Layer 💜

[Slurp @doompost]

Never sell your $dust

[Cooker.hl | 版本之子 (Theo Arc) @CookerFlips]

BNB trenches going okkkkkk, hope $DUST treats me well

[SmokΞy @smokey0x]

Never sell your $Dust

[Crypto Whale @Crypt0WhaleX]

When you realize $STBL has ONLY 10,000 holders.

When you realize $STBL has Franklin Templeton.

When you realize $STBL is still sub $1.

[Clemente @clementetv_]

Everyone is talking about $ASTER but NO ONE is talking about $STBL, up 10x this week on BNB

- Stablecoin protocol launched by cofounder of Tether

- Only 5% unlocked at launch for max pump

- Stablecoins are a $230B market & this is the BNB play

Feels like higher but NFA

[STBL @stbl_official]

MFS = Multi Factor Staking

Not just staking. The next era of staking. Built on the foundations of global programmatic money powered by $STBL 🚀

[paquy @paquyy]

idk much about $aster but i top blasted here at 0.6

[Denver @DenverLOOO]

i’m buying as much $aster as i can

[hrithik ( 히리틱 ) @hrithikk]

pump it until unc find it how to buy it

$ASTER to 1$

[𝔊𝔥𝔬𝔰𝔱 @_0xghost_]

I’ve been longing PUMP on HL since .0042 but I’m saying this as someone who tries all the products in this space & gives my genuine feedback. I’m not trying to pump PUMP lol, just talking about the actual app itself.

[𝔊𝔥𝔬𝔰𝔱 @_0xghost_]

Not a big fan of shitcoins or “creator coins” or whatev, but I tried out the @pumpdotfun app & w the whole streaming angle, it’s much better use of creator coins than Zora, which made no sense to me from day 1 & I deleted the app. I can see this gaining traction w streamers tbh.

[Him @himgajria]

You don’t have to allocate to everything.
You don’t have to play every hand.
You don’t have to catch ‘em all.

It’s as important being sidelined on certain plays as it is allocating to certain plays.

Consider your punch card.

[DoctorDeFi @DoctorDeFi]

If you have managed to survive..congrats! we might see proper alt season soon.

Place ur bets accordingly.

L1s never disappoint - My bet is on $S @SonicLabs
Narratives - Prediction Market
Buyback meta - $HYPE, $PUMP, $ENA

Biggest launch of this cycle - @flyingtulip_