What happened to
FHE
Restaking
zk-WASM
zk-EVM
zk-Coprocessors
zkML
Rollups as a Service (Raas)
Intents
Restaking
Shared Sequencers
Sovereign Rollups
Autonomous Worlds/ FOCG
Proposer–Builder Separation (PBS)
Preconfirmations
?
With Pump raising $1b at $4B FDV, this could either be the trenches' final liquidity drain - or the start of the next memecoin supercycle.
This thread breaks down valuations, growth, revenue, correlations, and buyback projections:
Markets reward probabilistic bets, not perfect predictions. The trader who refuses to take a stance unless it’s bulletproof avoids embarrassment, sure but also avoids asymmetry. They avoid conviction. They avoid acting early, which is when the best risk-reward setups exist.
Some…
Markets reward probabilistic bets, not perfect predictions. The trader who refuses to take a stance unless it’s bulletproof avoids embarrassment, sure but also avoids asymmetry. They avoid conviction. They avoid acting early, which is when the best risk-reward setups exist.
Some…
@movementfdn Update an investor tells me it’s @Web3Port_Labs so avoid doing business with them at all costs and check their recent reposts for other projects they are potentially working with.
Some thoughts on this move
Without overcomplicating it, I think there were a couple primary factors
- Catalyst removal reducing crypto to macro beta
- Crypto native capitulation on alts
On the 1st point: For about two years now, we've always had a catalyst looming. BTFP…
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