Joestar

It’s insane, @variational_io just crossed $1B daily volume again and they still haven’t listed all their RWAs yet
They haven’t even released the trading API, just imagine when they do
The future value model from PerpetualPulse is talking about a $650M market cap for $VAR, which would mean a $2B FDV
And $2B FDV means around $60/pts fyi
TGE should happen in 4 months, you can still use OMNIJOESTAR if you want to earn more points

Some positive thoughts :
OTHERS/BTC really looks good, I’m pretty confident the next wave will be driven by alts, probably not all of them tho
If you want to be ready, keep digging, find the best projects, make a list and wait for the signal
Just go through all the charts today and you’ll already spot some of tomorrow’s winners

I’m back working on @hypurrmium:
You can now check the P/E of:
$RAIL
$MEGA
$ETHFI
$META
$RHEA
Fun fact: For Megaeth I’m using the API from Megafees, my own website, because no one else calculates its revenue using USDm supply

Bad news: We’re down a lot on $MEGA
Good news: We’re only 67 cents away from the ultimate bottom

If you weren’t early on $CARDS, here is another good TCG project $TCG @collectdotrip
> Got a Pumpfun grant at a $10M FDV ($2.4M FDV rn)
> Team are OG collectors and trusted by CT
> ACE protects holders against equity
> Sexy chart
> Points program just started
> Stream every week since last year
It’s still very early though, not much activity yet

So that's why some big KOLs are following scammy projects huh
Interesting

Thanks Vitalik 🙏

$AAVE seems undervalued af here
Its P/E is sitting around bearmarket levels and tbh I was expecting that because of the narrative shift around the DAO drama, but at some point it’s going to bottom
It’s still THE DeFi giant and now that the DAO is kinda dead I think it’s going to deliver faster with a strong focus on revenues

Crypto is frying your brain man, here is my networth evolution over the past 3 years:
Bro that feeling when you 400% your net worth in a year just to end up back at the starting point is the worst
I’m still doing good tho, but I definitely learned that if I want to make money I have to work hard because very few of us actually do
Will try to follow up on this one in the future

Now that incentives are gone, here is a list of 5 Megaeth apps you SHOULD spend time on and why:
@brix_money : Might become the next RWA giant, think of it as Ondo for emerging markets
@blackhaven : This one will take some time to cook, but at some point the flywheel will kick in and you’ll want to be there when it does
@hitdotone : One of the best consumer apps and it’s just the beginning, the vision is much bigger
@Euphoria_fi : Might become the first consumer app to achieve worldwide adoption
@worldmarketsinc : A next gen perp DEX that allows you to create strategies that are impossible any

What happened on @variational_io?
Just got 65 points while I usually get 15 to 20 and the last time I got that many points was in December
At a 1B FDV at launch this basically means $2k just from this week
Once again, you still have around 18 weeks to maximize your points on the next gen perp DEX, use OMNIJOESTAR for a point boost
It’s not early anymore but it’s still heavily faded

Megaeth right now

Perfect time to grow your enterprise on @OffshoreOnMega if you believe in the next season

The reasons you should be bullish on Megaeth :
> @worldmarketsinc is working hard on a new UI
> @brix_money is cooking something amazing
> @Tulpea_org is tokenizing ABS
> @orchidcredit is building the next neobank
> A lot of apps are still coming like @hellotradeapp @DoradoGames_xyz @userocket_app @dreaming @omeninvest
>M(OS)S is launching
The same people posting bearish takes rn were bullish 2 weeks ago and will be bullish again in a few months it’s just noise

Megaeth is so underfarmed I can climb all day and still be top 100 on @hitdotone, top 4 daily, and top 100 @AveForge
Everyone is giving up but things pay off when you believe
If you believe Megaeth and its apps have a great future you need to be active in the ecosystem RIGHT NOW
If you don’t... idk go farm Polymarket or Abstract bro

Alright I think I’ve had enough
Will come back fully locked in guys

Climbing the day
Vibecoding/shitposting the night
Peak life

Everyone is fudding $MEGA because of its price action
While the TL is full of Megaeth apps
Try to understand