2026-01-16 07:24:49

Morning thoughts after the dust settles

Seen too much wreckage lately—projects pivoting away from what made them matter, ecosystems shifting fast. Here's what's shifted:

Kaito moved to traditional marketing channels. Cookie's campaign engine went quiet. Pulse halted payouts. Meanwhile, X is tightening creator verification standards.

These aren't small moves. Each signals a recalibration in how Web3 platforms are approaching growth and sustainability. When multiple projects adjust course simultaneously, it usually means something deeper is reshaping the landscape.

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LiquiditySurfer

· 7h ago

Wow, another round of reshuffling... This time it looks like LP yields are no longer enough, and they have to flow back to traditional channels to find money, similar to surf spots suddenly disappearing and moving out to open sea.

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GasFeeSobber

· 7h ago

Wow, another wave of projects collectively changing direction. This time, it's really about reshuffling. Looking at these big moves all together, it feels like something major is about to happen. Pulse suspending payments suddenly was quite unexpected. Everyone in the group is talking about funding difficulties. The signs are becoming increasingly clear. Web3 is really redefining itself, but I don't know who will make it to the end. After this round of adjustments, either become stronger or disappear completely. It feels like we're all witnessing a major reshuffle. Feeling a bit nervous.

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DaisyUnicorn

· 7h ago

The remnants are starting to speak. It seems this wave is truly a systemic adjustment, not just a few projects dropping the ball.

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MetaverseHomeless

· 7h ago

Finding a spark of life among the wreckage, it's tough Web3 is again cutting leeks, indeed Kaito, Cookie, Pulse... one by one they fall behind, who will survive until the end Traditional marketing? That's probably giving up A major reshuffle is coming, just relax and watch the show This round of adjustment, frankly, means they can't go on Is this another round of death list?

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