Threading on the Edge
arndxtUnchained from the 9to5 hell; Dig into the depths for alpha
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 717 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | |||||
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Yields just gone up
yields just gone up
you can think of treasury yields as something close to the baseline price of money
if you can earn 4.0% → 4.8% relatively safely from treasuries, investors are effectively demanding a higher return for holding that gov...
HYPE vs PUMP
$HYPE vs $PUMP made me rethink how much buybacks actually matter in valuations.
@HyperliquidX is doing $800M in annualized revenue. @Pumpfun is doing $440M.
- both are extremely profitable businesses by crypto standards
- both use subs...
The bull case for $PUMP
Pumpfun paying KOLs $30k/month to trade 👀
I have my $PUMP thesis, so lets run it back.
Very simply, its cheap on PE vs $HYPE, revenue is consistent, 50% of revenue hardcoded to buybacks until April 2027, therefore up.
I’m not going to a...
Everyone is sitting still
i’ve been sitting on this for a while, and a friend’s post finally made me pen down my thoughts.
the economic regime has changed and, more importantly, along with who has the advantage within it
2021 was an unusually powerful environment...
The state of play for crypto card payments
Its very impressive to see that crypto cards just hit ~$759M/month, up ~19% MoM.
But the more interesting number, imo, is that monthly inflows into stablecoin neobanks reportedly crossed $1B for the first time.
Because those two numbers m...
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Sleeping within the depths...
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