There is only one metric to tell if we are in a bull market or not. and that's $ADA outperforming all other L1s for no reason.

interesting rotation dynamics between launchpad projects. we went from pump -> virtual -> bonk -> zora -> bags -> pump pump is back again but this time with a much more positive sentiment and on-chain metrics.

Ethereum now has ~50% more mindshare than Bitcoin. Welcome to Ethereum szn.

i don't make the rules

A lot of talks about Circle today. a bold claim would be to say that the top is already in for usdc (and usdt) stablecoin dominance. with stripe launching their own chain, given the distribution they have, it's hard to see how circle and tether will retain their current market share. with plasma, arc, and tempo, it's clear that the stablecoin infra wars have started.

every crypto project has to initially pick between optimizing for power users (whale) or retail long-tail. starting with one cohort, using them to pump your metrics then realizing down the line you prefer to switch to the other cohort is committing seppuku. much easier to deal with 50 angry users than 50k.

link marines are back! adjusted for market cap, $link is the best performing defi token of the day. it's also the 2nd mindshare gainer in the last 7d after pendle. growing positive sentiment and mindshare contributing to $link performance. ppl realizing all these institutions launching l1s and stablecoins will mostly strengthen chainlink. no oracle is in a position to compete with chainlink. it's litteraly the blue ocean. funds finally found a thesis on an alt other than hype. much higher!

the job of a founder is to pay attention to the market trends and needs and offer solutions. in the last months, mentions of the word 'creator' keeps going up. you can call it social-fi, info-fi, creator-fi, the creator economy, creator coins or whatever you want. but this is what will bring mass adoption to crypto. everything we do at @_dexuai is with that in mind and we haven't even released 10% of our roadmap yet.

i'm not a fan of zora. but this chart is inspiring. they went from 0 traction and being just another dead nft marketplace to the adoption we are seeing today. crypto founders, you might be one partnership away from seeing adoption. keep iterating. keep showing up everyday. keep pushing.

they say solana is not just a memecoin chain. but when you look at which projects ppl talk about, more than 80% is memecoin related. for comparison, here are the ethereum related projects ppl talk about.