$FLUID has been stuck in a range since its migration at the end of 2024.
even though:
TVL x4
Revenue x3
Active loans x4
@0xfluid eating Uniswap marketshare on Ethereum, and Kamino on Solana
and all of that in a sloppy market, also the price never even made an ATH in part because was dumping its bag all along
now Fluid is expanding Lending and Dex to Solana, Dex v2 is coming, buybacks are live, pantera got nothing left…
seems like a completely asymmetric bet

i think way too many people are sleeping on what @MetaDAOProject is building.
- fair ICO with a strong leader like $AVICI
- fair tokenomics, no team allocation (unless the token goes above 1B). VCs like @paradigm or @colosseum bought in above 7,8$
- $1M revenue in a single month
- crazy ecosystem stats with growing volume
- project moving toward permissionless and increasing fees to boost revenue
- @metaproph3t is one of the smartest guys building on Solana
and this ICO narrative is literally win/win for MetaDAO. when people are hyped, they get traction, when people are exhausted by unfair IC

I'm all in on $META
- the $META/$SOL is sexy af
- the entire ecosystem exploded while he was accumulating
- it is the flagship of fair ICOs in the entire ecosystem, and the drama of the day on the US CT is the fact that the ICOs of major projects are not fair
- extremely clean tokenomics, the team has no tokens and the VCs bought higher

BadBunnz > $ETH
that's the tweet

I think the take "we don't need 10ms of blocktime" is the worst take ever.
In the last 10 years we have had:
- The Ethereum maxis who spat on Solana because for them, 400ms of block time changes nothing to their habits.
- The Solana maxis who thought no one could do better before realizing that their tech was not good for Perps trading.
The common denominator? Everyone thought they didn't need more because they are matrixed by what they already know, except that with new capabilities come new types of applications that we cannot imagine.
And it's as old as the world as a reaction,

Return of liquidity?
Shall we make a little summary to see if the liquidity has returned?
Stablecoins :
This week, 2-3 billion stablecoins have returned to the ecosystem; we hadn't seen such a significant inflow since the end of October (top local).
ETFs :
First inflow 2 weeks, curiously more on $ETH than $BTC
DATs :
Very little inflow, not surprising given the uncertainty surrounding the MSCI decision, the only inflows are on BTC ( probably Microstrategy )
In clear terms, we do not have an extraordinary liquidity return but it's still present; I think we need to mourn on the DATs

Today while climbing, I took a huge fall, I landed on a ledge where I fought with a bear and a wolf with ice axes before taking a fall of stone on my back.
Yeah no I took a rope that fell from high and whipped me like a little slut ( I had 3 layers )

"Pumpfun is finished" is the worst take I've ever seen.
$PUMP/USD is at its bottoms, except that when it reached them in August, BTC was at 115k.
Take a step back and compare against BTC instead, we are still in a bullish continuation for the moment, and that's not the case for many alts.
What frustrates me is that the guys who lose money every month in the market and buy the slightest dip to keep losing money are the first to say that Pumpfun is making its users lose money, so they won't come back lol.
imagine you bet against human nature

I went all in on the pf and all my DA on MegaETH, I can't afford for this to fail, so you will kindly deposit on the bridge in 1 hour, you will farm the ecosystem, buy badbunnz and you will enjoy being on L2.
I hope I am clear

wait but there are only 18 native apps on Monad??
3 Lending
2 Liquid staking
2 Perp DEX
4 Trading app
2 Dex
2 Aggregator
1 Trading bot
1 Launchpad
1 Asset issuer
oh yes they are going to need the 38% of supply allocated to the ecosystem lol