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→ Bitcoin has been mirroring stocks for years.
→ Same cycles, same moves. Crypto is just last to complete them.
→ Stocks all went through a mid-cycle correction before their parabolic move.
Every move mirrored for years. You won't see me betting against it now.
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→ 5.3M wallets now hold tokenized RWAs, up 15.5% in 30 days
→ Distributed value: $39.3B, up 1.3%
The investor base for onchain credit, Treasuries and funds is growing fast.
Data: @RWA_xyz
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→ accelerate career growth for community members
→ build clear pathways for leading global talent to enter the ecosystem
→ share the value we create with the ecosystem
so @Solana will win.
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→ LONG: deep stock liquidity
→ NVIDIA: the infrastructure powering the AI economy
→ AI: community, distribution and a growing network of pairs
Long on moats
Elysium → HyperEVM = MegaETH → Ethereum?
Real volume is in Hyperliquid perps. HyperEVM still hasn’t found big demand, but this L2 tries to fix its blockspace limits.
Demand looks unclear so far. Mainnet in 2 days.
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Analytics → Trading.
Crypto → Everything.
Humans → Agents.
The next evolution of trading isn't another dashboard.
@ASvanevik explains where we're headed at the recent @Solana Summit.
Get early access to Nansen Agents:
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85% → 69% over the course of the week.
Confidence in an Anthropic IPO by 2027 is wavering.
