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McDonalds
Joined August 2019
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Burgerflipper retweeted
it's interesting how much this chart in the qt is getting traction. if we look deeper we see three things:
1) dex transactions are actually continuing to grind up consistently (the big drop at the end is just a data timing thing)
2) the entire increase & drop is solely due to raydium. i am not entirely sure why raydium had so many individual addresses but it's a weird outlier.
3) the success of trading platforms like axiom have consolidated traders to use less individual accounts and is a material impact on # addresses
Trenches are very very very cooked. This is what happens when max extractors get to go unchecked long enough.
Study what happened at the peak of NFT mania.
Once a game becomes solved, systematic extraction eliminates all external user appeal…which means there are no more inflows to fuel the bubble.
No one is coming to save you.
Burgerflipper retweeted
We only have one big catalyst this summer, and I found a real make it play.
Solana ETF Approval likely soon (ETH ETF déjà vu?)
Polymarket: 75% odds by July 31
Only one solid play stands out — Marinade ($MNDE)
Why $MNDE?
- Staking name mentioned in ETF proposals
(Canary Marinade ETF)
- Marinade Select invited to be ETF-compliant
- First staking provider named in an ETF
- Likely choice for other issuers
Tokenomics:
- FDV = Circulating (no VC dumps, no team tokens)
- Real product, real fees
- Deflationary supply
- $1.6B+ TVL
- $6M/yr +buybacks @ $60M (~10% supply per yr)
That's higher than any other Marketcap/Buyback
- ETF inflows + Sol growth = exponential upside
Context:
- HL: 15B/45B FDV, $400M/yr buybacks (3-4%)
- $MNDE: No perps yet, only JUP onchain & CB spot
Burgerflipper retweeted
Here’s a longer breakdown on $MNDE as promised and why it’s the more slept-on Sol staking play.
$1.74B TVL, trading at just $62M market cap
→ Same league as Jito in usage, priced like it’s irrelevant
→ Jito: $2.73B TVL | $756M mcap vs MNDE: $1.74B | $62M mcap
First staking provider named in a U.S. ETF filing
→ Marinade Select powers CanaryFunds Solana ETF proposal
→ Likely default for future ETF issuers? - narrative window opens into July/August
Protocol rev Q1 2025: $3.6M → $14.4M annualized
→ 40% of revenue going to buybacks = ~$5.8M/year
→ At $62M mcap, that’s ~9% of supply bought back annually
→ No other protocol matches that buyback/mcap ratio
Clean Tokenomics
→ FDV = Circulating
→ No VC unlocks, no team overhang
Versus Jito:
→ Jito: $15M annual rev, $756M mcap
→ MNDE: $14.4M projected rev, $62M mcap
→ Same revenue, 12x cheaper - and MNDE gaining TVL while Jito leaks (looking at the current month)
Why it’s been slept on:
→ No perps, no T1 CEXs (yet). Available only via Coinbase spot + Onchain
→ Most people didn’t do the math, and ETF mention flew under radar
Burgerflipper retweeted
Every decision sets precedent for the future. Binance and Okx listing perps in Hyperliquid’s face does help their short-term incumbency status but it also sends the message to other cex and dex competitors of what to expect if they take on bad liquidations.
Burgerflipper retweeted
Believe that Zerebro is about to enter into parabolic ascent similar to how AI16z followed Virtuals - ripping from 700mm market cap to $2.4bn.
Very similar catalyst path but at 1/3 the valuation of AI16z for what I think is the clear number two AI Agent platform on Solana.
Burgerflipper retweeted
This is insane.
@0xzerebro team just announced they’re launching an Agent Platform that will
1. Tie value accrual back to $ZEREBRO (starting with LP Agent pool fee + launch fee)
2. Leverage their in-house LLMs + ZerePy (unique moat)
3. Focus on being the most Consumer-friendly platform to build your agent.
4. Create a unique inter-agent communication protocol that will facilitate multi-agent actions!
This follows the news <48hrs ago that @ai16zdao is following a similar path.
It’s pretty awesome seeing these agent protocols transition to AI L1s right in front of us.
There is no debate.
Crypto AI will be the biggest catalyst this cycle.
Higher.
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Burgerflipper retweeted
It's mindboggling to see how fast $REI is developing.
She started with some social engagement and volume analysis. But now she is already doing a very elaborate quant analysis, including volume, holder structure, smart wallets, wallet genre tags, social engagement, and other things.
And this in a -week- 🤯
The potential for this is endless. Where other AI agents are still shitposting and having some sweet gimmicks, $REI is already delivering seriously insightful write-ups, including valuable graphs.
Show me any AI agent who can do anything remotely like this.
On track to overtake all other AI agents and AI agent frameworks 💪
Burgerflipper retweeted
It's wild how @ReiNetwork0x is still only on page 3 of the mindshare top list.
Meanwhile, they have a better product already built than 99% of the higher ranked ones, AND on top of that, also a whole AI agent framework.
That's how much people are still sleeping on $REI 💤
Burgerflipper retweeted
Ross Ulbricht is a CULT figure!
The pioneer who used Bitcoin to enable anonymous, decentralized peer-to-peer exchanges, sentenced in 2015 to double life imprisonment.
A victim of a system that fights anonymity & online sovereignty. His story symbolizes resistance against surveillance & censorship!
Imagine Donald #Trump pardoning Ross on Day 1 in office—headlines worldwide, shining a light on this injustice!
We're talking about an activist sentenced to double life imprisonment. Time to bring this story to the forefront. #FreeRoss
CA:
DVZrNS9fctrrDmhZUZAu6p63xU6d9cqYxRRhJbtJ4z8G
Burgerflipper retweeted
One of the more insane charts I have seen on-chain, let alone within the AI sector
Massive accumulation by whales + holders rising
Updates to @ruri_polyverse coming before EOY, whales are frontrunning(myself included)
$ruri
Burgerflipper retweeted
$XION - The first chain abstraction L1
XION is a L1 focussed on account abstraction: tackling the problem of UX in crypto.
It’s one of the biggest issues and hurdle in crypto as it’s hard to onboard normies onchain (wallets/seedphrases are all too difficult). There is a reason why the Ethereum Foundation has been putting emphasis on chain abstraction. It was also one of the biggest topics during conferences last 2 years.
Now, it seems that XION is the first one in that segment with a L1 token. First moving advantage. Kind of reminds me of Ondo (RWA): under the radar launch followed by crypto natives recognising the big names tied to it.
This is the same case with XION: they are working together with web2 companies like Uber / the north face. These companies did a campaign on XION in order to test the chain abstraction capabilities for users (customers)
Their approach is extremely unique: instead of focussing on latency (which so many L1’s are doing) they simply focus on consumer adoption.
It has backing of big names like Multicoin / Circle / Mechanism. It’s also the first chain to have integrated usdc. After doing research, I came across the fact that Multicoin has doubled down in every XION round. This kind of confirmed to me that Multicoin has conviction in XION. Yesterday, a list of Multicoin bags got shared around and it seems that XION is missing in it (and clearly not priced in).
After hopping in their discord and TG, I also saw a quite culty community which is always good to see. Founder comes across as a very energetic guy with a milady pfp. Knows how to attract attention to himself from what ive seen.
Lastly, and an important point: XION didn’t enable to possibility for staking locked tokens with inflation. This was a huge problem for ‘’new’’ projects of last/this year: it actually repelled people from buying the token because of that reason. The fact that they recognised this, means that there is no token unlock till next year. No tokens can be dumped on retail as all circulating supply is the airdrop itself. Another sign how the team seems to care about tokenholders (community aligned, something most tech coins lacked).
70% of the airdrop went to the community. Rest of it went to native communities like milady / tensorians / injective / monad / bera etc.
Tokenomics: nitter.gq/burnt_xion/status/1864…
Total supply: 200m
Circulating supply 25.6m
This means that at a price of 5 dollar, the mcap is roughly 130m. That’s assuming the supply is all claimed and nobody is staking. I expect the float to be rather 3-5 % of the total supply.
With no unlock for 12 months from now, we are currently looking at a 130m valuation for an L1 with first moving advantage. I don’t see how this won’t pump as we are in a bullmarket (Risk mode on). I’m planning to exit at around 500m-1b as this is reasonable imo.
Introducing the $XION token whitepaper and economics.
xion.burnt.com/xion_token_wh…
$XION powers the novel Proof-of-Abstraction consensus mechanism to enable increased security through abstraction, addressing the common Proof-of-Stake tradeoff between security and accessibility.
ALT Introducing the $XION token whitepaper and economics. xion.burnt.com/xion_token_whitepaper $XION powers the novel Proof-of-Abstraction consensus mechanism to enable increased security through abstraction, addressing the common Proof-of-Stake tradeoff between security and accessibility.
Burgerflipper retweeted
It's inspiring to see tens of thousands of community members secure life-changing wealth as part of the Hyperliquid genesis event. Importantly, none of these people were insiders. They:
1) believed in the vision for a better financial system when no one else would
2) acted on that conviction by using and building upon the nascent technology, bootstrapping an unstoppable financial network
The Hyperliquid genesis pays homage to the original ethos of Bitcoin: ownership goes to the believers and doers, not rent-seeking insiders.
For all you early believers, thank you for the unwavering faith and support. Hyperliquid would be nowhere without you all. I'm grateful and honored to be building alongside you.
--
Looking back, we've come a long way. But looking ahead, there's so much further to go.
Finance is humanity's greatest invention. It is the only effective way to coordinate human effort across time and space. Yet, the legacy financial system contradicts its underlying goal of empowering individuals:
- it is opaque and centralized
- it is owned and operated by privileged insiders
- it doesn't embrace technological innovation to better serve users
Hyperliquid is the evolution of finance. And Hyperliquid has not succeeded until it houses all of finance. If you're reading this now, you're still early. The new financial system welcomes you with open arms.
Burgerflipper retweeted
I see that people are finally catching onto @ruri_polyverse
Not like I've been shilling this project since $500k mcap or anything
There are 4 projects within ACT 1: Goat, MemesAI, Opus, and Ruri
The top 3 ACT 1 projects are all above $50M mcap
$ruri is $15M
