Joestar

Seeing a lot of people trying to farm the shadiest perp DEXs they can find and drag their community in
Bro… if you dig too deep, all you’re gonna find is trash
This really feels like a narrative top
My advice: stop digging, stick with the best protocols, and keep farming when CT inevitably gives up
Or just move to prediction markets, but don’t bleed money farming shitty perp DEXs

Did you know Naypyidaw was built to be the biggest city in Myanmar and no one moved there ?
Same for Yamoussoukro in Ivory Coast
That’s basically what @monad or @fogo are doing
building massive highways with no traffic
Why would anyone come if there’s no commerce, no markets, no activity ?
It's like trying to get customer by expanding your market without having goods in it
That’s why @megaeth might win where Monad or Fogo will failed, they focused on filling the city first, then built the rails
Infra alone doesn’t create demand
ecosystems do

Happy new year guys !
Crypto is gonna be even bigger in 2026
Work your skills, find an edge
Keep learning, stay curious
Make a lot of friends
And 2026 might be the year that changes your life
(and yeah don't drink and drive, and enjoy the time with your family and friends ❤️)

Hot take :
I’m still surprised so many people on CT believe credible neutrality and decentralization are what’s going to win
What are the two biggest wins of this past cycle ?
- Solana : doesn’t focus on decentralization and is heavily centralized at some points
- Hyperliquid : went live with like 8 validators lol
Why did they succeed ? Because they answered real demand
Fast transactions/fast execution
That’s what 99.9% of users want, 0.01% actually care about decentralization credible neutrality etc
That’s why I think a lot of OGs are going to be sidelined in the coming years imo
This ecosys

Starting to feel confident again for the next weeks
TOTAL3 taking back support
Most charts retraced the 10/10 event
Most charts looking bottom-ish
CT on the edge of quitting
Not deploying yet, but it’s starting to get interesting again

So that’s why I haven’t heard much from .lit lately…
huh
Lesson here: don’t trust short-term premarket moves

$BTC really out here playing with our balls rn

had fun making this chart
it’s ETH price / ETH burned ratio, shows the relationship between price performance and the burn mechanism
it basically means one of two things:
- either ETH maxis are right and $ETH is way more than just a token tied to chain performance since 1-2 years
- or $ETH is overvalued af and will underperform to catch back to the trend
(note: blob burns aren’t included here)

$HYPE SWPE (supply-weighted p/e) is back to march 2025 levels, when $hype was $10
it's a full valuation reset:
- price is higher
- buybacks is higher
- supply is lower
same R/R as back then, this doesn’t mean it has to bottom or bounce here, but it’s definitely something to watch if you’re bullish on hyperliquid long term