DeFiDave claims crypto has come full circle since all the VC money left for AI and launchpads took over. "We've come full circle in crypto because it went from price discovery happening in the private markets, and all the VC money left crypto for AI and other industries. And now you have launchpads taking off, no pun intended. And you're seeing a lot of projects launch on launchpads." "And it's a lot more honest. You have us at UFG, you have Orbio, you have a ton of these projects that are launched. And price discovery is happening out in the open. Access to these projects is free and much, much more egalitarian. And so I'm happy we've come back to our senses." "I think people should just do whatever they're passionate about, whether it's crypto, AI, or robotics. It doesn't even matter if it's a bull or bear market; if you're interested in an industry that you're curious about, just go ahead and do that. You'll be fine. That's my advice."

DeFiDave says $UFG wants every Robinhood Chain token backed by an immutable treasury so memecoins outlive the hype. "UFG, United Founders Group, we have one mission right now: we want every single token on Robinhood Chain to be backed." "With a lot of memecoins and a lot of creator coins, what have we seen? We see them get a lot of attention at first. But once the hype dies, the attention dies, and the token inevitably dies with it." "So what if you took that trading volume, instead of going to the team or insiders or bundlers, and it went to a backing that everybody in the community can access? That's what we've created with this immutable treasury. So it can never go to zero. There's always something backing it."

CZ says most companies don't need tokenized stock yet, but claims the value will become clear over time. "We've actually seen a bit of pushback on the tokenization of equities from the likes of Target or McDonald's, with some of these pushing back against this kind of dislocated price discovery happening on-chain." - Andy "I don't think we need to push everyone to adopt it on day one. Many of those guys are already listed on the NYSE, etc. So I think they already believe they have good liquidity. They may not be looking for that additional liquidity, but many other companies may want that liquidity." "That's a perfectly fine view, but the technology is there. I think as long as a large number of people use it and view it as valuable, it doesn't have to be everybody. Over time, though, I do think that the value there will be very clear and more and more people will use it." - CZ

Sean Kelley of @Frax claims only 10% of RWAs onchain are actually being utilized in DeFi. "If you look at RWAs right now, we talk about RWAs all the time, and there's these massive numbers of RWAs already. But if you look at the utilization in DeFi, it's something like only 10% are doing something with the RWAs. They're just sitting there." "The important thing about RWAs is, as a high-quality, high-yield source, they should be integrated into DeFi and used to the maximum extent possible, because that's what we do in DeFi. We take advantage of these assets as people want them." "This is the solution to really unlock the next stage of RWA growth, and you're going to see a lot of RWA asset issuers come on board. A lot of chains also looking for solutions like this that want to add these high-quality assets and solutions."

Cryptoklotz reveals he initially faded Robinhood Chain when it launched. "If you're like me and you've been traumatized by the trenches over the past year, as an observer and a lot of people firsthand, you see this bridge to Robinhood Chain pop up and you think, I'm not falling for that. It's this PVP dark forest where the most shrewd operators get there first, set up their traps, say hey, the water's fine, get in here, everybody's getting rich, then dump on the people who bridged in late. Everybody rotates back to Solana." "I saw Robinhood Chain and I said nah. I even made a bunch of trash-talking posts. But I was wrong, and I should have gotten there a couple weeks earlier. I missed some insane, I don't want to say runners because I don't like buying runners; I like buying durable stuff." "Even if you don't want to participate in a new narrative, put 10 bucks over there and just feel it out. You won't lose much if you're wrong, but if it does start to look good, at least you're there and ready to jump on things with more size."

Cryptoklotz reveals he initially faded Robinhood Chain when it launched. "If you're like me and you've been traumatized by the trenches over the past year, as an observer and a lot of people firsthand, you see this bridge to Robinhood Chain pop up and you think, I'm not falling for that. It's this PVP dark forest where the most shrewd operators get there first, set up their traps, say hey, the water's fine, get in here, everybody's getting rich, then dump on the people who bridged in late. Everybody rotates back to Solana." "I saw Robinhood Chain and I said nah. I even made a bunch of trash-talking posts. But I was wrong, and I should have gotten there a couple weeks earlier. I missed some insane, I don't want to say runners because I don't like buying runners; I like buying durable stuff." "Even if you don't want to participate in a new narrative, put 10 bucks over there and just feel it out. You won't lose much if you're wrong, but if it does start to look good, at least you're there and ready to jump on things with more size."

Crypto Klotz on how bear market PTSD can cost traders: "I think that if you stuck it out through the bear market, you pretty much just showed up to get kicked in the balls every day for a year, and you stop forgetting or you don't really remember that good things can happen." "And then I made a tweet about this yesterday where if you look at a past bull market, even if you participated in it, you look at some zoomed-out monthly chart on CoinGecko or TradingView on a weekly or monthly timeframe. And you're just like, 'Man, stuff just went straight up. That felt so good. I can't wait for this bull market.'" "All the stuff that ended up doing really, really well went through these gut-wrenching 50, 60, 70 percent pullbacks like twice a week for a month or two, making you question everything."

Tulip King explains why $ZEC outperforming $XMR is a signal worth respecting, even if you disagree with the market "It's less that the market is always right. It's true that the market is the only thing that pays, but it's more so that it's signal. I think Zcash versus Monero is a great example of this. I bull posted Zcash a lot because I love it, and I always get the Monero maxis in my replies. It's this back and forth debate. I always feel kind of like a dick when I reply, well, look at the price." "Why does Zcash outperform Monero? If you look at my Twitter I was actually an XMR bull before Zcash, but Zcash performed in price. That woke me up to re-rate my assumptions and build conviction. Okay, that must mean the differences between Zcash and Monero, which I thought were bearish for Zcash, are actually bullish. So why?" "Maybe they've done all this research and think, there's just this thing the market isn't pricing, I'm going to average in more. I hope if that's the case, they get paid for it. I truly do. But humble yourself before the market a little bit. Take that signal seriously."

Easy immediately begs to buy a life-sized 3D printed Bulbasaur after a viewer shows it off on X. "Tell me, what do I need to do to buy that off you? How do we ship this to me? You 3D printed a life-sized Bulbasaur. That's sick. That's so sick." "For me, that is the coolest thing. I want one bad, bro. If you end up printing this and selling it, let me know, because I would happily buy this. This is one of the coolest things I've ever seen."

Shillz founder @0xMrWzrd explains how their dynamic shill reward jumped from $5 to $30 CPM, giving bag workers a 6x in rewards "The cool part about Shillz is that we have integrated this thing called a dynamic shill. So for example, Troll, they did the shill when it was around maybe like $10 mil market cap or 13 mil market cap, and the total pool was like 3K, the reward was $5 per 1K views." "So they did a campaign and then they 5X'd at the time of the show. And then that made the reward go to $30 per 1K views and the total pool went to like $15,000."

Easy says the meme resurgence is coming because people start to pay attention when they see others winning. "The next shift we're going to see is actual memes again. There is a lot of opportunity as this meme cycle plays out." "When people keep winning, you see rotations and new metas. People realize there's an opportunity in trading memes, and they stick around. They want to find the next trade; they want to be involved. When people win, it makes them want to trade more. That's the biggest factor for me." "I genuinely think memes are going to continue to see positive price action. More people are going to enter the space and want to participate. What that looks like exactly is hard to say, but we're going to see a resurgence of interest in crypto."

Colby on why $PRISM is the smartest way to get exposure to Base as an ecosystem index. "There's no rush of everyone exiting the liquidity pool because there is no liquidity pool. It's just the NAV assets." "It's a holding belief snapshot system. You get the heavy hitters weighted appropriately. Venice has undeniable product market fit. And Bankr, basically every project on Base launches on Bankr. The heavy hitters are weighted appropriately." "You keep chugging along investing in the Base ecosystem, and if one of them absolutely rips you get the upside. If one goes to zero it doesn't matter, because the whole index recovers from overall performance."