b2

The trenches really bring out the best of us

[b2 @Zero_Scorpio]

@mistor What happened....

[b2 @Zero_Scorpio]

@0xkioto @sparsitydata Without an outside bid like real protocol revenue, buybacks, or tech utility there is no marginal buyer left to push zero-utility tokens past a billion

[kioto @0xkioto]

@blknoiz06 @sparsitydata Im just talking about general memes and thought I'd include ansem as well. I think the idea of creating some sort of utility that creates outside flows for the token is a great one. We will see how the future plays out

[kioto @0xkioto]

Last week the median coin went down 35%
There were only 5 coins on our list that are up on the week.

Now is the time to see what coins have strong holders and not just a strong narrative.

We have also adjusted our holder strength metrics to now include relative strength in the index. Its one of the most important metrics to distinguish a weak token from a strong one.

[b2 @Zero_Scorpio]

Mass disagreement on this just proves the crowd is clinging to an outdated playbook while smart capital takes profits early and pivots to real innovation.

[kioto @0xkioto]

This is probably a controversial take but I think we won't see a pure meme above 1 billion market cap this cycle.

The reason for that is that the market has matured and evolved. Trading memes has become a hyper optimized game that is just a wealth transfer from new participants to those who have the right tools.

Last cycle a normie could buy a viral tiktok meme, log off and hope for the best. This cycle we have a dozen launchpads on a dozen chains with a dozen launch settings.

It is near impossible for a normie to navigate through all of this. Even if they managed to do so, there is a 90% chance another token with a slight difference tries to vamp.

This isn't only bad for normies but also for the whole ecosystem. The liquidity is spread among 5 different tokens on the same narratives. A coin that would've went to 5 million now now splits that capital between 10 different coins that all top at 1 million.

People would rather take a shot at a 10x on a vamp than ride the original to a billion. This mindset forces all other participants to adapt or die.

Above a certain market cap there is no marginal buyer left for a coin with no fundamental value anymore. Degens already bought. Funds can't underwrite it. And whoever is still on the sidelines has 50 other coins competing for the capital.

Going forward I think the only tokens that can reach a billion are tech coins. Real innovation in AI or tech, plus a value accrual mechanism that creates an outside bid. Something buying the token that isn't just the next degen.

That outside bid is the key part. Revenue funded buybacks, burns tied to usage, a reserve that grows with volume. A buyer that shows up whether sentiment is good or bad. Pure memes don't have that.

AI is 100x more efficient than last cycle. I'm sure we will see a lot of innovation happening through crypto rails this cycle.

RWA paired memes sit somewhere in between. They have meme distribution and community with a real asset or a real narrative beneath them.

The question here is whether that middle ground is enough to break through the ceiling pure memes keep hitting. I think it can be. The attention engine of a meme plus a reason to hold beyond attention is a combination we haven't seen run at scale yet.

In practice this means the ceilings on pure memes are lower than people price in. Take profits earlier on runners. Spend more time looking for coins with an outside bid.

Pure memes won't be the runners of this cycle.

[Adam @Adam_Tehc]

welcome to @tehcscreener

[Crypto Chiefpriest 🀄️ @CryptoCPriest]

Dexscreener hasn't made a single tweet in almost a year

Yet they have 10 million monthly users, zero competition,and full control over the trenches.

And made over $100m last year.

No updates, no GM posts, nothing.

Just a good product that everyone uses.

Lesson in there.

[b2 @Zero_Scorpio]

@traderInosuke robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c

[b2 @Zero_Scorpio]

@CryptoWendyO @jerallaire @djkhaled @USDC say my name baby ....

[b2 @Zero_Scorpio]

anther ONE
say my name baby ....

[Jeremy Allaire @jerallaire]

@djkhaled welcome to team @USDC

[Jeremy Allaire @jerallaire]

@djkhaled welcome to team @USDC

[DAZZEL @dazzellife]

One signature: the agent's token on Pons, its own vault, and an optional first buy. From then on its fees pay its compute.

https://t.co/JbJj4BTTHC

0x1bdAa4C99ABF32F73d2A1d41063bB886d31AFD74

[b2 @Zero_Scorpio]

@spacepixel x402

[Elon Musk @elonmusk]

Super Intelligence

[Tom Osman 🐦‍⬛ @tomosman]

Everyone. is. building. the. same. thing.

[Still @still_gm]

@arc @tbpn @jerallaire buid on Arc💙

[Arc @arc]

Arc is an AI-first economic operating system where agents can transact, contract, and coordinate.

On @tbpn, @jerallaire discusses Arc’s launch and why it’s such a huge milestone.

[Nova @badattrading_]

Nokia listed as a stonk token on Solana is actually super bullish for Nokia

[b2 @Zero_Scorpio]

@trygitcash Definitely you most add @arc

[halt 🩸 @halt_addicted]

@Yennii56 the trenches really bring out the best of us