Merry Christmas to those who celebrate Christmas and Merry Christmas to those who don’t

tokens are going down but real businesses have never been more valuable

Personal update:
I recently closed my chapter at Neutrl to focus on something new. It was an incredible opportunity to build in DeFi, work with a great founding team, and help create an entirely new DeFi primitive from scratch.
Looking back, it’s funny how quickly ideas can move from whiteboard sketches to real products with the right team. Wishing @behrin_n and the rest of the team all the best.
Looking ahead, I’m now focused on building a generational company with one of the smartest people I know - and lucky enough to work alongside on this new journey.

does anyone have an invite code to @noise_xyz

2. The $2 Billion Warchest: A Massively Undeployed and Misunderstood Catalyst. The market's primary frustration—that the team isn't using its massive treasury—is precisely the core of the bullish thesis. The ~$500M-$1.3B raised in the ICO remains a potent, unspent catalyst. While the initial ~$30M buyback was clumsy, it proved both the willingness and ability to support the price. The buyback wallet still holds over $12M in SOL, ready for deployment. The prevailing narrative that the team "fumbled" ignores the alternative thesis from trader 0xjaypeg: this is a deliberate strategy to bleed out

Kinda bearish to see this reaction to the buybacks, definitely not good

$PUMP team decided to delay the Malibu mansion acquistions and inject into the chart instead
good buybacks

dms open

the best use of stablecoins is programmable taxes and law enforcement for governments

$hYPE to the moon

$HYPE to the moon
test

Hyperliquid good
$HYPE test2

Hyperliquid revenue $1b

MAKE IT MAKE SENSE PLZ

Plasma has nothing and people are saying 2b is cheap/guaranteed
meanwhile Pump which is arguably the most successful application after Hyperliquid this cycle at 4b is overvalued
make it make sense plz

think pump opens at 10b

hyperEVM is still so early, there are barely any toolings and things are still rusty

$hype at 38 feels a lot like $sol at 20

study those putting their rep on the line while things are crashing
hyperliquid