Top 100 cryptocurrencies by market capitalization today: DEXE up 15.09%, FARTCOIN down 9.95%

🚀 Get Your Share of the Future with $FULA! Looking to join the decentralized revolution? Start by owning $FULA, your gateway to privacy, ownership, and power in the Fula ecosystem. 🔹 Get from @MEXC_Official (Not available in US & Canada) 🔹 Get from @Uniswap (Available globally) 🔹 Get with #CreditCard (Coming Soon) No middlemen. No lock-ins. Just pure ownership. 💠 Own $FULA. Own the Cloud. #FULA #CryptoOwnership #Web3 #DecentralizeEverything #Functionland #OwnYourData #BlockchainRevolution #CryptoFuture #DePIN

Crossed $1.5 billion in Pendle assets on Aave. Higher? https://t.co/LkGqYN8oBY

The report below, supported by @Accenture & @RWA_xyz, examines the state of blockchain adoption in financial services. Learn why prioritizing cross-chain is a competitive advantage and how CCIP uniquely solves interoperability hurdles for institutions. https://t.co/e7zE7lbxgS https://t.co/MFOyPDoJKs

🌐 BASE ECOSYSTEM MAP We created a visual map highlighting some of the top projects building on @base organized by category. If you’re building on Base, this thread is for you 👇 📊 DEX: @aerodromefi, @sushiswap, @PancakeSwap, @Uniswap, @Hitdex, @SynFuturesDefi 🗳️ DAOs: @cookiedotfun, @cowswap, @vrbsdao 🔐 Wallets: @biconomy, @BitgetWallet, @CoinbaseWallet, @coinappwallet, @Dynamic_xyz, @enkrypt, @AmbireWallet, @bend_eco, @getblockwallet, @BloctoApp, @useburner, @here_wallet, @InfinityWallet, @GemWalletApp 🧵 1/2

$IFR TGE. Agent Intelligence. Real momentum.

May was our biggest month yet, and it laid the foundation for what’s next.

We launched $IFR on Uniswap & MEXC, rolled out our Subscription Program, introduced the Agent Analytics Layer, and more.

Check it out👇 https://t.co/CeFLVCkVtq

Here is the translated content: Today, everyone is discussing the pumpfun token issuance, with an estimated fundraising of $1B based on a $4B valuation. Let's see if Pump is worth $4B. According to the valuation method favored by the financial veteran, let's first list all the cash flow projects (Cash Cows) and sort them by annualized revenue. The uniform calculation method for annualized revenue is: past 30 days' revenue * 12. This estimation method is highly influenced by market conditions, but since the main discussion is about relative valuation rather than profitability, as long as everyone follows this algorithm, it should be fine. As shown in the following data: Pump Fun's annualized revenue for the past 30 days is $77.98 million, and if corresponding to a FDV of $5B, the FDV/annualized revenue ratio is 64; this is a relatively high level. However, there are also similar ones like ENA, Pendle, whose ratios are even higher. So, in my opinion, if we look at it in the long term, Pump is definitely not worth this valuation, as its profitability certainty is not as good as DeFi leaders like Ray/Cake; but if the market conditions are good, the team might create FOMO, and it might even double. Given this valuation, combined with the sentiment on X, I don't think it's necessary to be overly bearish or short at the opening. Just hold cash and watch the situation unfold.

A $TRUMP whale just bought $90,460 worth of $JUP at a market cap of $3.85 billion. 🐳 https://t.co/vFttub8CCd

Data: Chainlink-related addresses deposited 79,474 LINK to Coinbase, approximately 1.12 million USD

Sky cryptocurrency shows strong short-term rally; investors need to watch key resistance levels and potential pullbacks.

Here's the translated content: Organizing the latest airdrop information, it can now be considered an airdrop season. 1⃣️ $ENA has been added to Coinbase's listing roadmap, @ethena_labs a long-term option to "stake." Funds are safe and you can get four for one. Ethena, Ethereal, Derive, Echelon Participate once and get four types of airdrop points🪂 🔗 https://t.co/xArL9todBD 2⃣️ $S recently released detailed information about the June launch airdrop, and you can still participate at the end⬇️ 🔗 https://t.co/IhdOupnTkR Invitation code: PHRP2U 3⃣️ $SEA Opensea's reward program, users complete "time-sensitive" tasks to earn XP, likely an indicator of the airdrop. 🔗 https://t.co/ldS8U9Wvx0 4⃣️ @nansen_ai The first season airdrop will start on June 17th 🔗 https://t.co/IYwbby0NUk 5⃣ $TIME @timedotfun Compared to hot projects, it’s not hot now, but I just registered and got 4000 points, ranking 714. Hot projects don’t necessarily have big results, not hot projects might just have an "information gap" 🔗 https://t.co/fZ1YZ6eN1E 6⃣️ $COOKIE @cookiedotfun Online points platform, but more importantly, its staking platform, which started about 6 months ago. From a development structure analysis, it’s giving “KOL” users airdrops, there’s no reason not to give “Cookie stakers,” the latter saves more time. 🔗 https://t.co/cgz15nzO1W 7⃣️ $H @Humanityprot Zero-stake project, no investment from the start to the end, mainly spending time daily claiming tokens. 🔗 https://t.co/tcJ6CHN5Ii 8⃣️ $TEA @teaprotocol Developer platform airdrop, mainly involves code submissions and interactions, the threshold is high, and it’s almost over, currently in the Top 1% ranking 🔗 https://t.co/cduiyknXET 9⃣️ $REYA @reya_xyz Staked for almost a year, and it’s finally going to release coins recently 🔗 https://t.co/vQOz1DjNup 10⃣️ $BOB @build_on_bob Almost done, it seems it’s also going to release coins recently. 🔗 https://t.co/6PZLzAZhUn 11⃣️ @etherealdex Simple staking method, deposit stablecoins, earn points, wait for the airdrop in June 🪂 🔗 https://t.co/CpRTIPHZr9 12⃣️ $FLK After transforming to focus on AI Agent, the airdrop strategy has changed, it’s best to open an Agent account, the more accounts, the more points, and the airdrop will be given to these users. 🔗 https://t.co/TYmjpWSgSy 13⃣️ $AXIOM @AxiomExchange On-chain exchange, you will earn XP points during the interaction process, daily earning 1 million USD, the best platform to earn money besides pump. Note the trading: Perp contract can be mixed with $HYPE’s airdrop. 🔗 https://t.co/bqBorYRwqV 14⃣️ Katana Airdrop requires depositing funds, can be withdrawn at the end of June, the more you deposit, the more blind boxes you get, opening the blind boxes will have $KTA tokens/punk NFTs 🔗 https://t.co/nqqiELPlhU 15⃣️ $WUMP Discord zero-stake, just log in with an account to claim. 🔗 https://t.co/lMF6h1eC1s More recommendations coming soon✈️

Circle is going to IPO, the parent company of USDC, with a valuation of $7.2 billion, which is a major event in the crypto space. It's no exaggeration to say that this is equivalent to the "Coinbase moment" for the stablecoin industry. Compliance, legitimacy, and transparency—once the hype starts, related coins will definitely take off. Here are a few potential coins to watch for联动 (linkage/correlation): $MKR Established and stable, with a deep connection to USDC. Dai is backed by MakerDAO. It has both the stablecoin and RWA narratives, and its market cap isn't too large, so it has some elasticity. Funds like to follow this kind of logic. $ONDO Currently a benchmark in the RWA sector, with a hot narrative. However, its market cap is a bit heavy, making it suitable for a more conservative approach. The main upward trend may not have arrived yet. $ENA This is the one I'm most focused on. Here are a few points: It just had a massive unlock a few days ago, but it didn't crash, showing strong resistance. Its trading volume is nearly 10 times that of other RWA/stablecoin projects, which is very exaggerated, indicating that someone is making moves. From a narrative perspective, it sits at the intersection of three hot trends: ETH rebound (driving the entire Layer 2 ecosystem) USDC/Circle's IPO expectations Stablecoin-related hype ENA has structure, sentiment, and logic all aligned, making this position a potentially good entry point. Here are a few additional peripheral pieces of information: Several "MicroStrategy copycats" have emerged in the US stock market in recent days, hyping the BTC narrative, and this trend is still ongoing. Pump raised $1 billion with a $4 billion valuation and is about to issue a token, which may drive a wave of ecosystem联动 (linkage/correlation). $ALON and $TRENCHES are worth watching. In summary: ENA is now a typical convergence point of "narrative + structure + sentiment," making it crucial to get in early. $MKR is more suitable for a medium-term strategy, while $ONDO is steadily gaining traction. Of course, the overall market trend is another matter, but as long as the wind picks up, it's enough to catch the right direction. #加密

Chainlink enables asset issuers to do more. Data Feeds supply critical pricing information so tokenized Bitcoin can be used across top DeFi lending protocols. BTCFi scales with Chainlink. https://t.co/d7PTzLHxIZ

Ethena whale funds inflow of 4.41 million USD, ENA rebound faces multiple resistances

What’s NEXT in DeFi? We tokenized yield (@pendle_fi) and arbitrage (@ethena_labs). But trading has been stagnant since 2020: Uniswap's 2 token AMM Curve’s 3pool for stablecoins Balancer’s weighted pools (8 assets) Arcanum changes the game: Decoupling liquidity from price discovery by oracles

BOB (@build_on_bob), a hybrid Layer 2 network, has successfully migrated to Chainlink CCIP as its canonical cross-chain infrastructure. USDC on BOB is being upgraded to Chainlink CCIP to help accelerate stablecoin adoption on the BOB network. https://t.co/60o1KqAM0R https://t.co/eaQBVZYppX

Another project to use Ve tokenomics. Needless to say, it's very llama-aligned

Mind of Pepe AI cryptocurrency launched on Uniswap, raising over 12.70 million USD in presale

$MOR / $VVV Liquidity Pool Now Live on Uniswap! 🔥 ✨ Frictionless swaps 📉 Lower slippage 🤝 Community powered DeAI just got more accessible! @AskVenice https://t.co/hdbeVtv5kk

🚨 🚨 🚨 🚨 🚨 102,000,000 USDT (102,066,809 USD) transferred from Kraken to Aave https://t.co/WpuV6dNww3

Top 100 cryptocurrencies by market capitalization today: DEXE up 15.09%, FARTCOIN down 9.95%

🚀 Get Your Share of the Future with $FULA! Looking to join the decentralized revolution? Start by owning $FULA, your gateway to privacy, ownership, and power in the Fula ecosystem. 🔹 Get from @MEXC_Official (Not available in US & Canada) 🔹 Get from @Uniswap (Available globally) 🔹 Get with #CreditCard (Coming Soon) No middlemen. No lock-ins. Just pure ownership. 💠 Own $FULA. Own the Cloud. #FULA #CryptoOwnership #Web3 #DecentralizeEverything #Functionland #OwnYourData #BlockchainRevolution #CryptoFuture #DePIN

Crossed $1.5 billion in Pendle assets on Aave. Higher? https://t.co/LkGqYN8oBY

The report below, supported by @Accenture & @RWA_xyz, examines the state of blockchain adoption in financial services. Learn why prioritizing cross-chain is a competitive advantage and how CCIP uniquely solves interoperability hurdles for institutions. https://t.co/e7zE7lbxgS https://t.co/MFOyPDoJKs

🌐 BASE ECOSYSTEM MAP We created a visual map highlighting some of the top projects building on @base organized by category. If you’re building on Base, this thread is for you 👇 📊 DEX: @aerodromefi, @sushiswap, @PancakeSwap, @Uniswap, @Hitdex, @SynFuturesDefi 🗳️ DAOs: @cookiedotfun, @cowswap, @vrbsdao 🔐 Wallets: @biconomy, @BitgetWallet, @CoinbaseWallet, @coinappwallet, @Dynamic_xyz, @enkrypt, @AmbireWallet, @bend_eco, @getblockwallet, @BloctoApp, @useburner, @here_wallet, @InfinityWallet, @GemWalletApp 🧵 1/2

$IFR TGE. Agent Intelligence. Real momentum.

May was our biggest month yet, and it laid the foundation for what’s next.

We launched $IFR on Uniswap & MEXC, rolled out our Subscription Program, introduced the Agent Analytics Layer, and more.

Check it out👇 https://t.co/CeFLVCkVtq

Here is the translated content: Today, everyone is discussing the pumpfun token issuance, with an estimated fundraising of $1B based on a $4B valuation. Let's see if Pump is worth $4B. According to the valuation method favored by the financial veteran, let's first list all the cash flow projects (Cash Cows) and sort them by annualized revenue. The uniform calculation method for annualized revenue is: past 30 days' revenue * 12. This estimation method is highly influenced by market conditions, but since the main discussion is about relative valuation rather than profitability, as long as everyone follows this algorithm, it should be fine. As shown in the following data: Pump Fun's annualized revenue for the past 30 days is $77.98 million, and if corresponding to a FDV of $5B, the FDV/annualized revenue ratio is 64; this is a relatively high level. However, there are also similar ones like ENA, Pendle, whose ratios are even higher. So, in my opinion, if we look at it in the long term, Pump is definitely not worth this valuation, as its profitability certainty is not as good as DeFi leaders like Ray/Cake; but if the market conditions are good, the team might create FOMO, and it might even double. Given this valuation, combined with the sentiment on X, I don't think it's necessary to be overly bearish or short at the opening. Just hold cash and watch the situation unfold.

A $TRUMP whale just bought $90,460 worth of $JUP at a market cap of $3.85 billion. 🐳 https://t.co/vFttub8CCd

Data: Chainlink-related addresses deposited 79,474 LINK to Coinbase, approximately 1.12 million USD

Sky cryptocurrency shows strong short-term rally; investors need to watch key resistance levels and potential pullbacks.

Top 100 cryptocurrencies by market capitalization today: DEXE up 15.09%, FARTCOIN down 9.95%

🚀 Get Your Share of the Future with $FULA! Looking to join the decentralized revolution? Start by owning $FULA, your gateway to privacy, ownership, and power in the Fula ecosystem. 🔹 Get from @MEXC_Official (Not available in US & Canada) 🔹 Get from @Uniswap (Available globally) 🔹 Get with #CreditCard (Coming Soon) No middlemen. No lock-ins. Just pure ownership. 💠 Own $FULA. Own the Cloud. #FULA #CryptoOwnership #Web3 #DecentralizeEverything #Functionland #OwnYourData #BlockchainRevolution #CryptoFuture #DePIN

Crossed $1.5 billion in Pendle assets on Aave. Higher? https://t.co/LkGqYN8oBY

The report below, supported by @Accenture & @RWA_xyz, examines the state of blockchain adoption in financial services. Learn why prioritizing cross-chain is a competitive advantage and how CCIP uniquely solves interoperability hurdles for institutions. https://t.co/e7zE7lbxgS https://t.co/MFOyPDoJKs

🌐 BASE ECOSYSTEM MAP We created a visual map highlighting some of the top projects building on @base organized by category. If you’re building on Base, this thread is for you 👇 📊 DEX: @aerodromefi, @sushiswap, @PancakeSwap, @Uniswap, @Hitdex, @SynFuturesDefi 🗳️ DAOs: @cookiedotfun, @cowswap, @vrbsdao 🔐 Wallets: @biconomy, @BitgetWallet, @CoinbaseWallet, @coinappwallet, @Dynamic_xyz, @enkrypt, @AmbireWallet, @bend_eco, @getblockwallet, @BloctoApp, @useburner, @here_wallet, @InfinityWallet, @GemWalletApp 🧵 1/2

$IFR TGE. Agent Intelligence. Real momentum.

May was our biggest month yet, and it laid the foundation for what’s next.

We launched $IFR on Uniswap & MEXC, rolled out our Subscription Program, introduced the Agent Analytics Layer, and more.

Check it out👇 https://t.co/CeFLVCkVtq

Here is the translated content: Today, everyone is discussing the pumpfun token issuance, with an estimated fundraising of $1B based on a $4B valuation. Let's see if Pump is worth $4B. According to the valuation method favored by the financial veteran, let's first list all the cash flow projects (Cash Cows) and sort them by annualized revenue. The uniform calculation method for annualized revenue is: past 30 days' revenue * 12. This estimation method is highly influenced by market conditions, but since the main discussion is about relative valuation rather than profitability, as long as everyone follows this algorithm, it should be fine. As shown in the following data: Pump Fun's annualized revenue for the past 30 days is $77.98 million, and if corresponding to a FDV of $5B, the FDV/annualized revenue ratio is 64; this is a relatively high level. However, there are also similar ones like ENA, Pendle, whose ratios are even higher. So, in my opinion, if we look at it in the long term, Pump is definitely not worth this valuation, as its profitability certainty is not as good as DeFi leaders like Ray/Cake; but if the market conditions are good, the team might create FOMO, and it might even double. Given this valuation, combined with the sentiment on X, I don't think it's necessary to be overly bearish or short at the opening. Just hold cash and watch the situation unfold.

A $TRUMP whale just bought $90,460 worth of $JUP at a market cap of $3.85 billion. 🐳 https://t.co/vFttub8CCd

Data: Chainlink-related addresses deposited 79,474 LINK to Coinbase, approximately 1.12 million USD

Sky cryptocurrency shows strong short-term rally; investors need to watch key resistance levels and potential pullbacks.

Here's the translated content: Organizing the latest airdrop information, it can now be considered an airdrop season. 1⃣️ $ENA has been added to Coinbase's listing roadmap, @ethena_labs a long-term option to "stake." Funds are safe and you can get four for one. Ethena, Ethereal, Derive, Echelon Participate once and get four types of airdrop points🪂 🔗 https://t.co/xArL9todBD 2⃣️ $S recently released detailed information about the June launch airdrop, and you can still participate at the end⬇️ 🔗 https://t.co/IhdOupnTkR Invitation code: PHRP2U 3⃣️ $SEA Opensea's reward program, users complete "time-sensitive" tasks to earn XP, likely an indicator of the airdrop. 🔗 https://t.co/ldS8U9Wvx0 4⃣️ @nansen_ai The first season airdrop will start on June 17th 🔗 https://t.co/IYwbby0NUk 5⃣ $TIME @timedotfun Compared to hot projects, it’s not hot now, but I just registered and got 4000 points, ranking 714. Hot projects don’t necessarily have big results, not hot projects might just have an "information gap" 🔗 https://t.co/fZ1YZ6eN1E 6⃣️ $COOKIE @cookiedotfun Online points platform, but more importantly, its staking platform, which started about 6 months ago. From a development structure analysis, it’s giving “KOL” users airdrops, there’s no reason not to give “Cookie stakers,” the latter saves more time. 🔗 https://t.co/cgz15nzO1W 7⃣️ $H @Humanityprot Zero-stake project, no investment from the start to the end, mainly spending time daily claiming tokens. 🔗 https://t.co/tcJ6CHN5Ii 8⃣️ $TEA @teaprotocol Developer platform airdrop, mainly involves code submissions and interactions, the threshold is high, and it’s almost over, currently in the Top 1% ranking 🔗 https://t.co/cduiyknXET 9⃣️ $REYA @reya_xyz Staked for almost a year, and it’s finally going to release coins recently 🔗 https://t.co/vQOz1DjNup 10⃣️ $BOB @build_on_bob Almost done, it seems it’s also going to release coins recently. 🔗 https://t.co/6PZLzAZhUn 11⃣️ @etherealdex Simple staking method, deposit stablecoins, earn points, wait for the airdrop in June 🪂 🔗 https://t.co/CpRTIPHZr9 12⃣️ $FLK After transforming to focus on AI Agent, the airdrop strategy has changed, it’s best to open an Agent account, the more accounts, the more points, and the airdrop will be given to these users. 🔗 https://t.co/TYmjpWSgSy 13⃣️ $AXIOM @AxiomExchange On-chain exchange, you will earn XP points during the interaction process, daily earning 1 million USD, the best platform to earn money besides pump. Note the trading: Perp contract can be mixed with $HYPE’s airdrop. 🔗 https://t.co/bqBorYRwqV 14⃣️ Katana Airdrop requires depositing funds, can be withdrawn at the end of June, the more you deposit, the more blind boxes you get, opening the blind boxes will have $KTA tokens/punk NFTs 🔗 https://t.co/nqqiELPlhU 15⃣️ $WUMP Discord zero-stake, just log in with an account to claim. 🔗 https://t.co/lMF6h1eC1s More recommendations coming soon✈️

Circle is going to IPO, the parent company of USDC, with a valuation of $7.2 billion, which is a major event in the crypto space. It's no exaggeration to say that this is equivalent to the "Coinbase moment" for the stablecoin industry. Compliance, legitimacy, and transparency—once the hype starts, related coins will definitely take off. Here are a few potential coins to watch for联动 (linkage/correlation): $MKR Established and stable, with a deep connection to USDC. Dai is backed by MakerDAO. It has both the stablecoin and RWA narratives, and its market cap isn't too large, so it has some elasticity. Funds like to follow this kind of logic. $ONDO Currently a benchmark in the RWA sector, with a hot narrative. However, its market cap is a bit heavy, making it suitable for a more conservative approach. The main upward trend may not have arrived yet. $ENA This is the one I'm most focused on. Here are a few points: It just had a massive unlock a few days ago, but it didn't crash, showing strong resistance. Its trading volume is nearly 10 times that of other RWA/stablecoin projects, which is very exaggerated, indicating that someone is making moves. From a narrative perspective, it sits at the intersection of three hot trends: ETH rebound (driving the entire Layer 2 ecosystem) USDC/Circle's IPO expectations Stablecoin-related hype ENA has structure, sentiment, and logic all aligned, making this position a potentially good entry point. Here are a few additional peripheral pieces of information: Several "MicroStrategy copycats" have emerged in the US stock market in recent days, hyping the BTC narrative, and this trend is still ongoing. Pump raised $1 billion with a $4 billion valuation and is about to issue a token, which may drive a wave of ecosystem联动 (linkage/correlation). $ALON and $TRENCHES are worth watching. In summary: ENA is now a typical convergence point of "narrative + structure + sentiment," making it crucial to get in early. $MKR is more suitable for a medium-term strategy, while $ONDO is steadily gaining traction. Of course, the overall market trend is another matter, but as long as the wind picks up, it's enough to catch the right direction. #加密

Chainlink enables asset issuers to do more. Data Feeds supply critical pricing information so tokenized Bitcoin can be used across top DeFi lending protocols. BTCFi scales with Chainlink. https://t.co/d7PTzLHxIZ

Ethena whale funds inflow of 4.41 million USD, ENA rebound faces multiple resistances

What’s NEXT in DeFi? We tokenized yield (@pendle_fi) and arbitrage (@ethena_labs). But trading has been stagnant since 2020: Uniswap's 2 token AMM Curve’s 3pool for stablecoins Balancer’s weighted pools (8 assets) Arcanum changes the game: Decoupling liquidity from price discovery by oracles

BOB (@build_on_bob), a hybrid Layer 2 network, has successfully migrated to Chainlink CCIP as its canonical cross-chain infrastructure. USDC on BOB is being upgraded to Chainlink CCIP to help accelerate stablecoin adoption on the BOB network. https://t.co/60o1KqAM0R https://t.co/eaQBVZYppX

Another project to use Ve tokenomics. Needless to say, it's very llama-aligned

Mind of Pepe AI cryptocurrency launched on Uniswap, raising over 12.70 million USD in presale

$MOR / $VVV Liquidity Pool Now Live on Uniswap! 🔥 ✨ Frictionless swaps 📉 Lower slippage 🤝 Community powered DeAI just got more accessible! @AskVenice https://t.co/hdbeVtv5kk

🚨 🚨 🚨 🚨 🚨 102,000,000 USDT (102,066,809 USD) transferred from Kraken to Aave https://t.co/WpuV6dNww3

Top 100 cryptocurrencies by market capitalization today: DEXE up 15.09%, FARTCOIN down 9.95%

🚀 Get Your Share of the Future with $FULA! Looking to join the decentralized revolution? Start by owning $FULA, your gateway to privacy, ownership, and power in the Fula ecosystem. 🔹 Get from @MEXC_Official (Not available in US & Canada) 🔹 Get from @Uniswap (Available globally) 🔹 Get with #CreditCard (Coming Soon) No middlemen. No lock-ins. Just pure ownership. 💠 Own $FULA. Own the Cloud. #FULA #CryptoOwnership #Web3 #DecentralizeEverything #Functionland #OwnYourData #BlockchainRevolution #CryptoFuture #DePIN

Crossed $1.5 billion in Pendle assets on Aave. Higher? https://t.co/LkGqYN8oBY

The report below, supported by @Accenture & @RWA_xyz, examines the state of blockchain adoption in financial services. Learn why prioritizing cross-chain is a competitive advantage and how CCIP uniquely solves interoperability hurdles for institutions. https://t.co/e7zE7lbxgS https://t.co/MFOyPDoJKs

🌐 BASE ECOSYSTEM MAP We created a visual map highlighting some of the top projects building on @base organized by category. If you’re building on Base, this thread is for you 👇 📊 DEX: @aerodromefi, @sushiswap, @PancakeSwap, @Uniswap, @Hitdex, @SynFuturesDefi 🗳️ DAOs: @cookiedotfun, @cowswap, @vrbsdao 🔐 Wallets: @biconomy, @BitgetWallet, @CoinbaseWallet, @coinappwallet, @Dynamic_xyz, @enkrypt, @AmbireWallet, @bend_eco, @getblockwallet, @BloctoApp, @useburner, @here_wallet, @InfinityWallet, @GemWalletApp 🧵 1/2

$IFR TGE. Agent Intelligence. Real momentum.

May was our biggest month yet, and it laid the foundation for what’s next.

We launched $IFR on Uniswap & MEXC, rolled out our Subscription Program, introduced the Agent Analytics Layer, and more.

Check it out👇 https://t.co/CeFLVCkVtq

Here is the translated content: Today, everyone is discussing the pumpfun token issuance, with an estimated fundraising of $1B based on a $4B valuation. Let's see if Pump is worth $4B. According to the valuation method favored by the financial veteran, let's first list all the cash flow projects (Cash Cows) and sort them by annualized revenue. The uniform calculation method for annualized revenue is: past 30 days' revenue * 12. This estimation method is highly influenced by market conditions, but since the main discussion is about relative valuation rather than profitability, as long as everyone follows this algorithm, it should be fine. As shown in the following data: Pump Fun's annualized revenue for the past 30 days is $77.98 million, and if corresponding to a FDV of $5B, the FDV/annualized revenue ratio is 64; this is a relatively high level. However, there are also similar ones like ENA, Pendle, whose ratios are even higher. So, in my opinion, if we look at it in the long term, Pump is definitely not worth this valuation, as its profitability certainty is not as good as DeFi leaders like Ray/Cake; but if the market conditions are good, the team might create FOMO, and it might even double. Given this valuation, combined with the sentiment on X, I don't think it's necessary to be overly bearish or short at the opening. Just hold cash and watch the situation unfold.

A $TRUMP whale just bought $90,460 worth of $JUP at a market cap of $3.85 billion. 🐳 https://t.co/vFttub8CCd

Data: Chainlink-related addresses deposited 79,474 LINK to Coinbase, approximately 1.12 million USD

Sky cryptocurrency shows strong short-term rally; investors need to watch key resistance levels and potential pullbacks.