Simonon

Shoutout to all the chads who sold crypto at the bottom to pivot into silver above $100.
Can’t make this shit up.

Some might call it an AI memecoin on BNB chain at a 1.7B mcap that pulled a 30x in 2 months with most of its volume on Pancakeswap.
Others call it coordinated scam.
You’d think people wouldn’t fall for this anymore, but just in case:
Avoid at all costs.

Who cares about price charts going down when this chart keeps going up.
The single biggest catalyst of the year might be closer than anyone thinks, and people are selling into it.
I‘ll be bragging about today’s entries in 12 months.

I regularly talk to institutional investors, and the gap between what I'm hearing in those conversations and what I'm reading on CT has never been wider.
Coinbase just confirmed it with their data:
- 66% of institutions now hold spot crypto ETFs.
- 73% plan to increase their crypto allocations this year.
- 85% are using or integrating stablecoins into their businesses.
- Asset managers wanting to tokenize jumped from 40% to 64% in just 12 months.
- Regulatory clarity is the single biggest driver for institutions to adopt crypto and deploy capital. With the GENIUS Act already signed into law

Soo Collector did over $1M in revenue in JUST THE LAST 3 DAYS and the $CARDS chart looks like this.
What are you doing?

Kalshi raising $1B at a $22B valuation.
I like Kalshi and Polymarket a lot, but can someone explain to me why they would need $1B and why $22B isn’t grossly overvalued?
This looks like a classic “we raised it because we could” round, not anything that structurally makes sense.
I get the circle jerk, but sadly this won’t end well for many of these institutional investors.
How do even the greatest founders not understand how important it is to price your company right and leave enough upside on the table?
Price drives narrative, and I only see this going down once it’s live. Which probably means

Continuing to stack up all the Pudgy grails down low while you’re busy chasing Pokémon, One Piece and YuGiOh at the top.
We‘re not the same.

Collector generated more gross profit yesterday than Ethereum produced in real economic value.
263B FDV vs 0.07B FDV
Obviously comparing apples with oranges here, but that's exactly the point.

All of this dropped only today:
- Tempo and Stripe are releasing their own Machine Payments Protocol
- Coinbase is competing for a partnership with Cloudflare to issue a stablecoin for AI payments
- Visa Crypto Labs is rolling out a command-line tool for agentic payments
The agentic economy is likely the biggest opportunity of our lifetime, and the race among all the industry giants to get their piece of the cake has officially begun.
And the best part?
They all seem to agree on one thing: crypto is inevitable for this future.

When you treat your IPO like a shitcoin:

Congrats to everyone who held onto their crypto x AI coins.
Billions of agents are about to come onchain to transact trillions of dollars.
Imagine owning the rails.