The Fed green lit buying of bombed out DeFi shitcoins with PMF.
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The Fed green lit buying of bombed out DeFi shitcoins with PMF.
· 73K Views
@CryptoHayes Apparently “rates unchanged” means it’s time to dig through old DeFi charts again
@CryptoHayes SQUEEZE THAT SHIT BIG DAWG 0xf444f3c77c77a33f7c8d8fcab8a1e88afb843da5 x.com/squeezerun/status/208282…
@CryptoHayes which ones are you looking at that have actual PMF? feels like most of the bombed out ones are still just farming tokens
@CryptoHayes Fed finally discovered the bagholder strategy. Long live centralized printing for decentralized exit liquidity.
@CryptoHayes Classic Hayes twist. A Fed-backed shitcoin rally would break the internet.
@CryptoHayes Ample reserves + ongoing bill buys = liquidity floor is still there, yes! But the 3 dissents + 30y yield ripping higher say the market didn't exactly hear green light.
@CryptoHayes DeFi shitcoins with PMF dont need the Fed thats the whole point
@CryptoHayes You should get over here and grab a bag of real defi. x.com/CryptoCoffee369/status/2…
@CryptoHayes finally some good news for risk-takers, hoping it translates to some actual growth this time around 🤞
@CryptoHayes PMF is the filter here, not the Fed. Most old DeFi is still zombie float
@CryptoHayes fed blessing on defi doesn't change the fact that most of these assets are still unregistered securities, what's the actual plan for compliance
@CryptoHayes You haven't written anything in a long time. Looking forward to a timely update from this well-known writer!
@CryptoHayes If that narrative gains strength, what do you think defines today a project with real PMF in DeFi: income, active users or retention
@CryptoHayes Macro framing is useful when it connects liquidity conditions to crypto risk appetite.
@CryptoHayes Classic Hayes. Liquidity + narrative + actual product-market fit is still the formula. The ones that survive the last cycle’s scars tend to be the ones worth watching when conditions improve.
@CryptoHayes People got tired of this dude pumping and dumping on them . Hope he’s enjoying eating shit with syn……
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