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Bonk Eco continues to show strength amid $USELESS rally
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Pump.fun to raise $1B token sale, traders speculating on airdrop
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Boop.Fun leading the way with a new launchpad on Solana.
Jon Charbonneau 🇺🇸
Co-founder @dba_crypto | Co-host @UCC2_xyz | 🦖 | Lower-case r researcher | A joke in the Ethereum inner circles
Good podcast
DATs playing the inflated mNAV pump and dump game are mostly silly & misleading
DATs expanding access to high quality assets seem reasonable
13.8. klo 01.50
Crypto’s latest Wall Street play: altcoin DATs
Ethena’s @gdog97_ & Dragonfly’s @HadickM debate:
📈 Why StablecoinX is buying $ENA
💸 Who’s buying these wrappers
🔥 Is this real demand or another bubble?
Timestamps:
🎬 0:00 Intro
🧠 3:29 Why Ethena worked with a team launching an ENA corporate treasury company
💰 10:38 Ways to structure public crypto treasury vehicles
🕵️♂️ 16:53 Whether treasury vehicles are just a flashy wrapper for vaporware
📉 22:28 Why Guy says there’s way more VC capital than good ideas in crypto right now
📈 31:20 How some DATs are trading at eye-popping premiums
🤔 37:15 Why Dragonfly backed TLGY but skipped other Bitcoin, ETH, or SOL plays
🏗️ 40:24 How the structure of these public vehicles shapes their value
🔄 47:39 What makes convertible debt different from SPACs or PIPEs
🧾 49:20 How investors should think about these new crypto treasury companies
📊 55:43 How Wall Street is being pitched on Ethena and USDE
💥 59:16 Whether this trend is legit or just another bubble waiting to pop
42
THANK YOU
Solana next please
2 tuntia sitten
Sends and receives of USDC on Base are now available to New York residents on & in the Coinbase iOS & Android apps.
3,15K
Being real you can come up with a million reasons to be bullish or bearish ETH
But there is one reason that makes all of the others irrelevant for now
5 tuntia sitten
Giving this talk tomorrow at @ethereum_NYC!
10 objective, reasonable, unarguable, non-hypey reasons why ETH is uniquely bullish… that even @jon_charb won’t be able to argue with
Come watch @ 4:45 EST!
9,17K
yea im just gonna dunk on myself here
~3 month update - numbers definitely there
moved much faster than I expected at the time
gg
18.5.2025
Idk that it helps to highlight that the #1 holder representing >1/3 is the foundation itself (not organic/exogenous demand) which is also selling all their ETH on an ongoing basis
Feels like just trying to copy BTC but the numbers aren’t there today
2,86K
Alpha - the best pastrami sandwich in NY is actually Hometown BBQ in Red Hook
13.8. klo 01.02
Katz's Deli is overpriced, far too crowded, filled with tourists who get in the way, and has an extremely stupid and annoying ticket system for ordering/paying. So much about it sucks.
And I still go a couple times a year because it's legitimately the best pastrami in the world
3,26K
Jon Charbonneau 🇺🇸 kirjasi uudelleen
saw a lot of cope on the tl about stripe/circle launching their own l1
im actually surprised it took them this long to announce their own l1. why would u leak value and lose control to another chain when u already own the distribution?
have argued for a long time that chains have little moat relative to the distribution layer
16,82K
Do people like this just actually not realize that Jeremy can nuke your USDC in one click no matter where you hold them
12.8. klo 19.37
bye circle, bye usdc
storing and transacting value on a decentralized layer was always the point
15,91K
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