Ansem 🐂🀄️ (@blknoiz06)
@blknoiz06
coldest nigga breathing | @BullpenFi @MarketBubble
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sent out another round of the airdrops, have airdropped about ~$7M so far, will do more as market cap goes higher
goal is to get $ANSEM to 1M holders currently at ~25k holders
am sensing a +10% daily on btc coming soon
guys stop with these copycats just buy solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump
@RuneCrypto_ we flip pump and then we airdrop everything they were supposed to
have effectively driven most volume, attention, & fees to the platform in months in past week or so, think ppl are ready to start being active onchain again especially if solana & bitcoin move upwards soon
$PUMP stimmy would be incredible tailwind, when airdrop @Pumpfun ?
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had to give the trenches a stimmy since pump refuses to
had to give the trenches a stimmy since pump refuses to
Starting to feel the early rumblings of a Solana vibe shift
had to reread this a few times but pretty wild how much value saylor created doing this even when they're essentially flat on the investment, am excited to see how this plays out w/ robotics investments instead of BTC as the underlying
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Case one: Strategy (Nasdaq: MSTR).
In August 2020, Strategy began buying Bitcoin. BTC value per diluted share: ~$2.34.
Today, BTC value per share: $164.71
Net of Credit/Preferred Shares: $129.53
That’s ~55× in 5.7 years.
Important note:
Strategy's average Bitcoin buying price is roughly $75,500. Bitcoin today is roughly $77,000.
They've made marginal returns on holding Bitcoin itself, yet net BTC value per share grew ~55×.
To deconstruct MSTR’s NAV/Share returns:
~3% came from Bitcoin price going up.
~97% came from MSTR issuing shares above NAV (proceeds were then used to buy more BTC).
If Bitcoin dropped 50% to ~$38,500, Strategy would face a large loss on their BTC NAV. Net BTC value per share would be ~$27.7, ~12x greater than the original BTC NAV per share. The company would have lost money on its investments, but retained returns from accretive share issuance.
In the scenario that Bitcoin doubled, the net BTC value per share would rise to $294.24. In this scenario, the company would have achieved substantial returns from both its investments and also accretive share issuance.
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$CARDS generates almost the same revenue as $VVV which is at 1B+ market cap but because its on solana instead of base & the zoomers have decided to only bid memes it still sits at $40M
differentiated app in its own vertical with very little competition
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📊DATA: @Solana dapps generated over $14M in revenue this past week, continuing to dominate onchain activity across crypto.
@pumpdotfun led the charts, while @Collector_Crypt has surged to become Solana’s 2nd highest revenue-generating dapp.
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total market cap of all crypto AI coins is $10B total
OpenAI alone is currently worth ~$850B based on its last funding round
s/o @KSimback for data:
@DancingEddie_ euphoria
hitdotone
papertrade
what else?
this is a good article, covers a lot of the details on @Collector_Crypt, feels like it's mostly flew under the radar but one of the few crypto consumer apps that has been doing well w/ essentially all user & revenue metrics trending up & to the right
apps with highest ceilings are the ones that also draw interest from crowds external to crypto, what was interesting about this specifically to me is that it's actually +EV for users to draw trading cards from the packs which is unlike 99% of the gacha models, emphasis on giving back to the users is apparent
@solana needs more of these to continue doing well
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