So today’s the day for $PROVE I’m genuinely curious to see how it plays out post-TGE. Tokenomics look pretty good as float for the first 12 months is mostly Foundation, airdrop, and future incentives. If it opens around a 1.5B–2B FDV, you're looking at ~$1.5–$2. From there, the flywheel is everything. Rollups pay for proofs → Provers generate them → Earn $PROVE in return. Key here is provers need to stake $PROVE to participate, which pulls a good chunk of supply off the market. If demand holds, price can grind up just from staking pressure alone. That’s when proving turns net profitable as $PROVE rewards start to outpace GPU and power costs. And that’s when it gets reflexive. More provers buy off-market just to stake and join in. All of this, with low initial float, makes the first year super interesting. Wouldn’t be surprised to see $PROVE trade $5–$6 if it catches this flywheel post-TGE.

So today is the day for $PROVE I’m genuinely curious to see how it plays out post-TGE. Tokenomics look pretty good as float for the first 12 months is mostly Foundation, airdrop, and future incentives. If it opens around a 1.5B–2B FDV, you're looking at ~$1.5–$2. From there, the flywheel is everything. Rollups pay for proofs → Provers generate them → Earn $PROVE in return. Key here is provers need to stake $PROVE to participate, which pulls a good chunk of supply off the market. If demand holds, price can grind up just from staking pressure alone. That’s when proving turns net profitable as $PROVE rewards start to outpace GPU and power costs. And that’s when it gets reflexive. More provers buy off-market just to stake and join in. All of this, with low initial float, makes the first year super interesting. Wouldn’t be surprised to see $PROVE trade $5–$6 if it catches this flywheel post-TGE.

Been seeing about @Yellow on my feed lately and honestly, the numbers are looking pretty good Look, most "biggest infra launches" are just marketing hype but this one actually has some real traction behind it. - 1.5M users already onboarded and 20+ projects using their SDK before mainnet? what truly caught my attention is: - Chris Larsen backing it (Ripple cofounder knows infra scale) - $713K+ raised in presale without major marketing blitz - 20+ projects already building with Yellow SDK - Actually solving real Web3 UX problems, Now, could this be another overhyped launch that dumps post-mainnet? Obviously. But having 1.5M users and active SDK adoption before launch is way better signal than most projects I've seen this cycle. CT sentiment is mixed - some calling it the next Polygon, others saying it's just another L2 with good marketing. imo when you see this kind of pre-launch adoption, usually means something is happening. Not financial advice but I'm watching this one closely.

Succinct’s $PROVE launch is around the corner so let’s talk PMF. for Vitalik, ZK is the endgame for ARK, it’s the next big bet Succinct’s first real PMF sits right in the middle. if Ethereum wants to be zk-verified at the base layer, it needs proofs fast enough to keep up with block time. Succinct SP1’s already doing that with ~90% of blocks proven under 10s making base-layer ZK actually possible ➥ The real PMF starts with scaling. Most rollups today are burning $10K to $50K every month just on infra and still operating at a loss Succinct gave them a deal they can’t refuse: ▸ no infra. no setup. ▸ just submit computation → get proof back. cost gap is wild: ▸ without Succinct: $0.01–$0.10 per tx + infra cost ▸ with Succinct: ~$0.001 per tx That’s 10x to 100x cheaper while saving a bunch of cash on GPUs too ➥ Great for rollups. but what about Succinct? the upside is in scale. as more rollups, L2s and apps plug in - Succinct turns into backend infra that just mints revenue. quick napkin math: Assuming proving costs settle at ~$0.001/tx so at 4–5K TPS (Solana-level) it's around $100M–$150M/year in revenue And these are rookie numbers as : rollup volumes up 15x in 5 yrs L2s like Base pulling insane activity Ethereum’s already winning on on-chain metrics lately and just getting started Succinct’s sitting right at the inflection and gets paid on every settlement once it's plugged in. All i see here is a no-brainer for rollups and a clean flywheel for Succinct. While all of it flows back to $PROVE

We’ve all seen what happens when a coin gets added to Grayscale Trust Study $AVAX, $TAO, $SUI they all did 5x - 10x post listing Now @StoryProtocol | $IP is the first “IP infra” token to get that same institutional stamp Its supply’s getting locked. That's huge! A thread:🧵👇

August could be more cautious than July, imo. why because, yesterday FOMC did what everyone expected and held rates. but Powell’s tone was way more hawkish than the market wanted. He basically hinted rate cuts are nowhere close if inflation stays sticky. so right after the speech, rate cut odds for September slipped from 60% to 55%. Now people are actually betting we might not get any cuts in 2024 which is a big narrative shift from just a month ago when everyone was front-running two cuts this year because of that “solid majority” line from Powell in June. So, what’s that mean for August? - Expect more chop and less risk-on FOMO unless new data flips the script. - If inflation prints stay hot, this “no rate cut” theme is going to weigh heavy on every bounce. - If macro softens and rate cut odds climb again, we’ll see a relief rally but right now, feels like the market is bracing for a longer pause. In short, August could be the month where everyone realizes “rate cut summer” was just hopium. I’m staying cautious, booking some profits and not expecting the same easy upside we got in July month..

Beautiful breakout, retest, and bounce on $HOUSE Chart looks primed.. feels like this time, it’s actually ready to send.. Manifesting 1 house = 1 housecoin era soon 🏡

Good Morning ☀️ here’s how I’m running August: - Get super clear on what you actually want this month. Don’t just ape random plays pick your spots and focus up. - Don’t stress over bags that aren’t moving. If your thesis is invalid, cut it and move on. No need to baghold for the sake of hope. - Keep your routine tight. Farm, research, stay in tune with what’s actually working, but don’t force trades just to feel busy. - If you catch a win, book it. Don’t get greedy, don’t get stuck. If it’s not working, switch lanes quick. That’s the plan for August: clarity > FOMO focus > noise.

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linea tokenomics is out officially and honestly, the delays kinda make sense now 75% to development fund 10% to early users 15% to Consensys treasury (locked 5 yrs) no VCs no insider allocations so yeah, 10% airdrop for users.. not bad at all. now just waiting on that TGE announcement (likely august) and hopefully the claim dashboard drops with it but what really stands out is what they’re doing beyond tokenomics: they’re going full $ETH-aligned: • 20% of protocol revenue will be used to burn ETH • remaining 80% will go into $LINEA buybacks at its peak, that’s ~107 ETH burned per day yes, current revenue has dropped to 1.6 ETH/day (down from 535 ETH/day at peak) but onchain metrics are picking up again.. so revenue should follow very curious to see how this plays out post-TGE