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Boop.Fun leading the way with a new launchpad on Solana.
Fat ZRO Thesis:
They are prob going to launch a usdc competitor / stargate acquisition integrates the distribution /rails directly into their stack.
ZRO is extremely well positioned to capture the coming growth from the Genius act / it's almost impossible for anyone else to compete with circle / tether at this phase bc they can't get distribution.
ZRO + STG is better positioned than anyone to do this. They have the tech / rails / capitalization / connections.

22 tuntia sitten
Fat ZRO Thesis
LayerZero has outexecuted everyone in the crosschain messaging space (& side quests like building better throughput tech than the L1s!!) but seen surprisingly little attention bc others own the consumer-facing product
Singular token makes a ton of sense
@TickleMissle
look for yourself.

@TickleMissle layerzero is absolutely dominating.
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