Kaff Daily APE

Just took a bet on Thailand to Qualify on ASEAN Championship semi tmr via @pubscasino Singapore at 5.25 looks cute on the board but I’m not chasing the long shot this time. Thailand’s form and quality gap feel too clear for me right now. Who’s on what for this one? Join here: t.me/pubscom_bot/kaffchad https://x.com/Kaffchad/status/2087925139212210417

Just bought $cake https://x.com/Kaffchad/status/2087209248451395725

Added $Broccoli, nice accumulated here, so ready for meme rush on BNB chain.

The Edge Weekly #69. The market is still stuck in the same low-liquidity environment we’ve been living in for weeks. Still, a few clear themes stood out this week: - Vampire attack among consumer apps - Ethereum’s civil war over EIP-8363 - Uniswap launches Pools.trade, only 2 tokens over $1M mcap: $Frong, $Pools - BNB memecoin season is heating up: $TUT, $Mars, $Broccoli - Tokens outperforming this week - Quick Hits + Good Reads Read full here: https://thekafka.substack.com/p/the-edge-weekly-69

so why haven't you started using leverage yet, anon

Added $Broccoli, nice accumulated here, so ready for meme rush on BNB chain.

Also added more $Tao here, thesis on my X https://x.com/Kaffchad/status/2085641956450021488

Added $Broccoli, nice accumulated here, so ready for meme rush on BNB chain.

Just joined @pubscasino, a Prediction Market platform. It currently offers Happy Hour every Wednesday. You can earn 40 spins for 20 USDT deposit, limited window only. I already took my seat for this one. Join here: t.me/pubscom_bot/kaffchad https://x.com/Kaffchad/status/2085027857986916852

$Hooder holding strong!

I just bought this $Hooder on RH Hearing that the previous projects of the team are: Hash AI VMINT MANYU NEIRO KROWN WLFI MM Team bundled most of supply and the chart still look strongs at $1.2M so I think the push is coming. NFA 0x30C9c51E06faA8cc71e4C101a69a9ed8d01EE91a

My friend asked me how to bridge ETH to RH after seeing the on-chain wave run for quite a while with no signs of cooling down. So I just want to share the Fomo app here. It’s a trading app that lets you trade directly across chains without needing to bridge. The fees are a bit higher than on a regular DEX, but the convenience is really solid and fees are paid in USDC, so you don’t need to hold ETH just for degen trading. Some metrics: - 625k+ users - $4.88M revenue in the past 30 days - Raised $94M I think Fomo is a pretty solid app for people who frequently chase new on-chain narratives. Join here if you think Fomo is a good fit for you (10% off fee) https://fomo.family/r/SafeGiantSheep

gSunday! The Edge Weekly #64 is out. This week, market stayed in consolidation mode this week, but beneath the surface several interesting narratives played out. - Solana Comeback: $ANSEM party + meme meta - RWA on Solana: Tokenized Equities Dominance - STRC & MSTR: A Defensive Move That Doesn’t Fix the Core Problem - OUSD (Open USD): Distribution moat & yield-sharing attack on stablecoins - Quick Hits & Good Reads Let’s get into it https://thekafka.substack.com/p/the-edge-weekly-64

► The Edge Weekly #63 What I’m Covering This Week – Macro & Market: LTH Supply Hits New ATH at 79% Amid Weak Prices – STRC Falls Below $75: Stress on the DAT Flywheel – RWA Narrative: Volume Flywheel – Hyperliquid & Prediction Markets: Leadership + TradFi Validation – Prediction Markets: Record Volume Meets Harsh Retail Reality – Kintara | Kins : A More Sustainable Model for Solana Gaming? – Quick Hits & Good Reads Enjoy the read https://thekafka.substack.com/p/the-edge-weekly-63

Grayscale shill list

The Edge Weekly #62 What I’m Covering This Week – Warsh’s First FOMC - A Macro Reset – SpaceX’s Post-IPO Surge - Tokenized Stock Drama – STRC Below $90 - Strategy pauses its ATM – Hyperliquid Outperforms Across Every Timeframe – Quick Hits + Good Reads Hope you enjoy it!👇🏻 https://thekafka.substack.com/p/the-edge-weekly-62

I just aped a bag of $Zinc because I think it is massive undervalued compared with $Ore @zinc_cash and @ORE have same category (gamified mining on Solana), similar flywheel (fees → buybacks/burns + staker rewards) but Zinc is printing 3.5x more revenue at roughly 1/10th the market cap. Ore has the longer track record and bigger brand in the gamified mining meta. Their model (deposits → buyback & burn) is battle-tested and has delivered serious burns historically. But right now: – Zinc revenue 3.5x higher in the last 7 days – MC ~10x lower – Both have strong holder revenue mechanisms – Zinc adds the privacy layer via Arcium (strategies unexposed = potentially stickier or fairer meta) Zinc revenue breakdown (defillama) – 7D Revenue: $2.17M – Annualized run-rate: ~$66-70M – Cumulative revenue since launch: already $4.58M TVL is low (~$2.46m) because this is a high-velocity game, not a lock-up protocol. Capital flows in and out fast but the fee take is brutal. I think in this cycle, protocols that actually generate and return revenue to token holders are getting re-rated (see $hype, $cards,..) Zinc is already one of the highest revenue protocols on Solana despite being very new. At ~$3.3M MC, even a fraction of this revenue sustaining creates asymmetric upside. If Zinc keeps even 50-60% of current run-rate, the multiple will be insane. So, bullish on $Zinc, imo. zinc155BS4mSPk8GXQj4R5hkVDQXcW253pTYq5SGyfi

$hype vs $Sol

$5 + 30 $E for one who complete the task here. Total fee is <$1. Join: https://t.me/EverythingTradeOfficial_bot?start=SBT_Kaff02 And comple 1 trade Total fee is <$1 https://x.com/Kaffchad/status/2067510607297859947

check $Max airdrop if you are holding $hype. Not much but still juicy! You can sell $max on HL app rn https://x.com/Crypto_Pranjal/status/2066110311007232159