Lyssa🪄🔮

Core Team @Seedclub💜

Summon new worlds with spoken words✨

[Lyssa🪄🔮 @MarvelousLyssa]

@yoquierodiner0x @opensea @whacky_whales Join the Whacky Whales Discord
https://t.co/o27sNpR2gS

[Crypto Rover @cryptorover]

Once altseason makes its comeback, it will be aggressive!

[lynk @lynk0x]

Everyone in the crypto community right now.

[Elon Musk @elonmusk]

Wouldn’t it be amazing if anyone who wanted to experience the wonder of space, the Moon or Mars could do so?

[NEUKO @neukoai]

https://t.co/xg1N6v8HIg

[a12z @austin_hurwitz]

G*BOY sighting 👁️

[Solana @solana]

Every Solana token will be available instantly to trade by 100 million users on @coinbase.

Solana is the new standard.

[RAILGUN - Private Ethereum DeFi @RAILGUN_Project]

RAILGUN keeps going.

[vibhu @vibhu]

The world's most important bank is now doing business directly on Solana.

Solana is the institutional chain.

[davie satoshi @NFTdavie]

GM🌈
What went wrong with the @Doodles Doopie 25k mint?

Its simple.

Although intentions were good, the team allowed too many barriers to get in the way and mis-timed and misread the market.

1. The team allocated 2x doopie for every OG they hold. So in theory, 20k of the 25 collection could be claimed for FREE by existing holders. They could have airdropped it and saves us all a headache but instead...

They only gave a 3 hour window to claim yesterday from 8am-11am EST. So many OG missed this window either due to work, different time zone or missed communication.

2. The team required OG's to register first and connect their eth wallet to see the allocation and then set up the solana wallet. This is a part many OGs also missed. They showed up to the claim but forgot this initial step so weren't eligible. And the truth is the team already had most of the OG solana wallet when they dropped $DOOD so why was this needed?

3. Communication could have been better. I am as active as it comes and I almost missed the announcements on discord or X. Its holiday season in a bear market so you cant just expect everyone to be glued to the news and be ready on a Tuesday.

4. The duplicator claim also had barrier. It needed to be registered on discord instead of the OG claim site. I almost missed this step. There are about 5k duplicator holders so this could have filled the remaining 5k. So while the intentions were good, you can see too many steps lead to failure.

5. The duplicator claim yesterday was also impossible. It only had a 1 hr window slot from 11-12pm. So I personally missed this claim even though I got the OG one. I had a meeting to attend and couldn't get this.

6. Then the window to mint for whitelist opened and then, the public mint. But the pricing at 1 sol and 3 sol is debatable especially in a bear market. I personally think the price is ok but when the mint is not near sold out/claimed due to the steps above, then there is no FOMO. If this was about 90% claimed/minted by the whitelist/public stage, people would have gladly paid 1 sol or more. This would have continue on the secondary market.

So @burnttoast and the @doodles team are now in a pickle. But they can still fix the situation.

The product is good.
The brand is great.
The execution of this launch isn't.

Solution?

Its simple
1. Listen to your community and apologize.
2. Just make it right and airdrop/open the claim to all the OG's.
3. Same with dooplicator.
4. Let the market play itself out after all the 25k items are rightfully allocated.
5. Execute on the next steps.

GM🌈

[Brian Armstrong @brian_armstrong]

Crypto ETFs started incorporating staking over the last two months.

This is a big win for holders and general crypto growth. Owning crypto ETFs is more attractive than ever now that the holders also generate staking rewards.

[OpenSea @opensea]

Currently setting up the OpenSea x @pudgypenguins booth at @SolanaConf and let’s just say… we’ve got a fun little setup waiting for you!

Pull up.
Waddle through.

Opens 12/11 at 10am (GMT +4)

[a12z @austin_hurwitz]

no handouts.
no favors.
no exceptions.

you get out what you put in

participation has always been the alpha

see you Saturday

👁️

[Elon Musk @elonmusk]

We need to fix the rogue judge problem

[pseudo 🇺🇦 @pseudotheos]

im gonna say it: kaito ruined ct

[Ondo Finance @OndoFinance]

Ondo’s liquidity pool is the stock market.

The tokens inherit liquidity from NASDAQ and NYSE rather than AMM pools, which enables near zero slippage when trading at size.

Each token is fully backed by shares held in custody, using a stablecoin inspired model.

[Coinbase 🛡️ @coinbase]

What happens when Wall Street meets the blockchain?

Real world assets get tokenized - like today’s commercial paper issuance by @JPMorgan on @Solana.

Onchain was always inevitable.

[Aylo @alpha_pls]

I go back and forth on how crypto plays out in 2026. We are in a fascinating standoff.

On one side, 4 year cycle maxis argue the top is in. They point to broken market structure and heavy whale selling, a consistent cycle top indicator. They also note that mid-term election years (2014, 2018, 2022) have historically been brutal for crypto, often marking the deepest part of the bear.

"Trade the market you have, not the market you want."

On the other side, the macro crowd argues new highs are imminent. Their thesis: Trump’s Fed will run the economy hot to win the midterms, liquidity will improve, and the Russell 2000 is breaking out etc.

There is merit to both, but I still believe Bitcoin’s specific supply dynamics (OG whales selling) currently override general macro tailwinds.

My base case currently is a wide, frustrating range. BTC might not visit the extreme lows frothy bears expect, but whales will likely cap any impulse moves near $100k.

Yesterday's Fed meeting has sort of strengthened this for me. While we got a 25bps cut, the dot plot signalled only ONE cut for 2026.

Equities can survive on earnings growth, but crypto needs excess liquidity (debasement).

The form of QE we have now is the Fed buying T-bills just to keep the banking plumbing (repo market) from seizing up as they normalize.

My understanding is that they are expanding the balance sheet just enough to keep the repo market from breaking (RMP), but they aren't flooding the system with the kind of excess liquidity that chases high-beta risk.

Of course I think this is still part of the wider debasement trend, but I don't think it is meaningful for price action in the short term.

The liquidity hose is not turning on fully in 2026, at least not until Hassett takes the chair, which is midway through the year.

Still expecting that we are in the dead cat bounce phase for BTC followed by stagnation, which is supported by the technical picture I see in the chart.

Happy to hear other opinions, I'm probably redacted.

[Watcher.Guru @WatcherGuru]

JUST IN: Disney $DIS to invest $1 billion into OpenAI.

[Nic @nicrypto]

If you’re still logged in, still watching charts, still bothering to learn, you probably handled this cycle better than you think.