AB

maye musk just reposted the solana:8k4sBtEeK4pf26noKqApv8NBTnuSJcbdwpKYknk5PbAA account AGAIN. elon’s mother is sharing memes of her own dog while the team keeps finding ways to get cali in front of more people. this is why i keep talking about them. these guys are working. $CALI is also sponsoring x takeover, a tesla, spacex and tech community event at giga texas. maye will be speaking there, and the $CALI memecoin logo will be visible EVERYWHERE. imagine the photos and content that could come out of that. look at ethereum:0xcf0c122c6b73ff809c693db761e7baebe62b6a2e. a meme based on elon’s dog became known across crypto. now look at $CALI. his mother’s dog, with maye herself repeatedly sharing the fanpage. you see why i’m paying attention? every time she shares it, more people see CALI. the team takes that attention and keeps building on it. now they’re getting involved in real events too. this shit adds up. guys. the snowball is growing. i haven’t seen a team push a dog meme this hard in a long time. my conviction in $CALI keeps growing. 🥷🔥

what made me most bullish after the podcast with @ARafayGadit was not just another partnership announcement or some new branding. it was finally seeing how the whole machine is supposed to make money and how that money flows back into ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01. these were the biggest points for me: 1. revenue actually flows back into ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 Zig Finance makes money from financial products and uses that revenue to buy ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 from the market every single day. this is probably the most important part of the whole thesis for me because the token now has a direct connection to the success of the business. 2. they don’t need everything to start on zigchain this was maybe the smartest part of the podcast. if an institution wants to launch on ethereum first, fine. Zig Finance can still structure the product, handle licensing, compliance, distribution and everything around it, make revenue from that business and use that revenue for ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 buybacks. business first, chain migration later. that is much smarter than being stubborn and forcing every institution to use your own chain from day one. 3. the institutional moat is getting harder and harder to copy anyone can launch another blockchain. what you cannot copy overnight is years of licenses, compliance, legal infrastructure, distribution and relationships with institutions like Laser Digital and Apex, while also getting products approved and launched through places like DIFC. that boring stuff nobody wants to talk about is actually what makes this hard to replicate. 4. this is not “we are going to build RWA” anymore there is already real money moving. @Valdora_finance went from basically zero to around $70m TVL in a few months and Zig Finance is already talking about almost $100m in activity, with actual funds and yield products live. that is a massive difference for me. the story went from “look what we are building” to “look what is already being used”. 5. distribution could become fucking huge this part is still underrated imo. multiple exchanges are starting to integrate their products and one exchange apparently gave them a 2 year exclusive contract to manage their entire earn program. think about that for a second. Zig Finance does not need to onboard every user themselves. they can sit behind exchanges, fintech apps and institutions that already have millions of users and provide the financial products underneath. that is how you scale up hard. the whole flywheel for me is basically more products → more AUM → more revenue → more ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 buybacks → stronger ecosystem → more institutions → more products. and this is why i care way less about short term price action than i used to. partnerships, TVL and branding are nice, but the real KPI is revenue and buybacks. if those numbers keep growing month after month, the thesis becomes harder and harder to ignore. that is what made me the most bullish after this podcast.

hey @seyong @fomo can we get ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 verified on fomo please?

bought some $ULTRA today. microduck did ~$30m on a niche robot narrative. now we have iphone ultra, tied to arguably the biggest consumer product in the world, with apple’s september 9 event as the catalyst. if apple officially drops the ultra name, the narrative instantly gets confirmed in front of millions of people. way bigger brand, way bigger attention, way bigger catalyst. if microduck can do $30m, this can absolutely fly. 🍎📱 0xa89c770c96dfcc48eee66ba5d276c372e4abf6f9