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Jai Bhavnani
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Personal pet peeve: folks posting token revenues and not accounting for token emissions
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Jai Bhavnani
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It feels like crypto forgot how to dream. It feels like 99% of products are now: - Only for crypto people - A fork, or chasing some narrative Satoshi dreamed of disrupting USD. Now we dream of forking Uniswap on a scam L2.
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Today, more than 50% of the liquidity on Drift (Solana) is provided just in time. Wow
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Requirements to win as a protocol have changed a lot in 5 years: 2020: smart contract innovation, fair launches, onchain incentives 2025: institutional partnerships, VC raise, founder network size
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LIQUIDITY POOLS -> INTENTS DeFi is outgrowing its liquidity pool era. First Uniswap. Now Morpho. And a whole slew of CLOBs on their way.
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LOCK IN <$40M of capacity remains on these Plume Royco markets With COLD HARD $PLUME as rewards
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Crypto News Today: Japan Prepares Tax Cut, Aims to Boot Investor Confidence
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