@ccbxfj
ETH’s 7-day net inflow hit $420M while price held above $3K — that’s not luck, it’s structural demand. Farcaster DAU jumped 87% last month (Dune Analytics), but only 3 apps crossed 50K MAU: Warpcast, Neynar, and Supercast. Forget “protocol narratives” — the real alpha is spotting which of those three will tokenize first. I’m long ETH as base layer armor, plus stealth staking in Neynar’s referral growth (up 142% MoM) and Supercast’s creator onboarding rate (3x faster than Warpcast). If you’re waiting for “perfect entry,” you’ll miss the 90-day window before VCs dump their private rounds. Move wallets or stay spectators.
0 reply
0 recast
2 reactions