HanJay Contemplates
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I vocalize my thoughts here. DM: @hanjasonn. Tweets x.com/hanjaycrypto. Casts warpcast.com/hanjay.eth

Disclaimer: I'm 80% builder and 20% investor, so it's not a trading channel. But you would find a lot of hidden opps if you read carefully.
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was a good call
i place a long term bet on yieldcoins and the assets that are able to accrue value from the massive revenues that yieldcoins can print. not monthtime-frame but yeartime-frame bet. not x2 but x10 or x20 given the market cap of the mentioned investable assets

by yieldcoins, what i want to point to are these yield-bearing stablecoins that can print stable and sustainable yields for holders. the most notable right now are susds and susde (you know what the assets accruing value here are)

yielding has been the most basic usecase of financial assets. now think about how many non-ponzi yield sources there're in the physical and virtual world and how non-interconnected they are.

yieldcoins/yield-bearing assets have the potential to solve one of the biggest problems of the old-time tradfi system: fragmented yield sources and yield printing inefficiency thanks to blockchain-based tokenization frameworks and the borderless composability nature of blockchain.

it's more than an innovation. it's a revolution.

https://x.com/hanjaycrypto/status/1926613814662824193
the only sector that hasn't been settled yet because tam is so big and so much undertouched https://t.me/hanjaycrypto/2418

#btcfi
HanJay Contemplates
congratz to those who got in $hype https://t.me/hanjaycrypto/2240
on $hype, the more crowded the trade is the more you should think of taking profit
q2 2025 = q4 2023 for solana?
Forwarded from hanjay.eth.sol 🐻
looks like folius and defiance have chosen $fxs as their defi bet? $fxs is current light enough ($291M marketcap & $320M fdv). however its traction looks like it needs to make alot of improvements to attract marginal buyers

https://x.com/0xkyle__/status/1925662476152062437
im sizing in fartcoin
seeing a lot of rants about alt markets while im seeing opportunities. r u understanding the fundamental shifts in crypto now?
in a sense, murad is not wrong. this cycle is the memecoin-dominated one. at least for some like fartcoin
folks are accepting to pay 0.0738% in every 8 hours to long fartcoin
my rank on felix
bought bad bunnz yesterday currently +56% roi
how much do you think plasma can attract in the first-ever ico sale?

$100M (2x the hardcap?)

there's some difference between the 2025 and 2017's ico. 8 years ago there's a big big pool of marginal buyers. now there's not a big pool of them but notable institutional players. but ico is not the institutional thing