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Crypto markets ALWAYS blow up
They will blow up once again in the next 2 years
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I see some anger and confusion about $HYPE Looks like a lot of people are still sidelined and overthinking this Yes, the valuation seems high - if you look at Revenue multiple vs FDV This reminds me of people angry at Tesla and Elon in 2019/20 for being crazy expensive for a “car company” We haven’t had a true game changer like Hyperliquid that follows the crypto Ethos in years Crazy revenue, almost all of it used to buy back the token All done transparently You’ve got a project aiming to be way more than a DEX, with insane real revenue, 97% of which is used to buy the token What more do you need? Jeff is a one of a kind I am betting on the Jockey since the HYPE TGE, and will continue to bet on the Jockey Hyperliquid is much more than a DEX, Jeff has been clear. But it seems like people aren’t listening. Once again. Just like when Elon was telling everyone that Tesla was much more than a car company and all you had to do was listen, buy his stock, and hodl
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This Tuesday, I am releasing the 6th episode of DROPS, our podcast series for upcoming founders and projects! This time, I sat down with @Lukex from @satlayer ! We talk about: - Bitcoin as pristine collateral - Bitcoin Staking - The 4 layers of BTC yield - Bitcoin DEFI and how to earn 5-10% yield on your BTC - Is Bitcoin DEFI worth the risk? - What Satlayer is - Why the world needs Satlayer - Bitcoin backed Stablecoins And much more! Out on Tuesday on DROPS 🫡
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POLKADOT JUNE starts in less than a week! Today, we share another insight form our 3H conversation with @gavofyork (that will be premiered during the first week of June!) : Gavin Wood co-founder of Ethereum and creator of Solidity, the EVM, and @Polkadot - keeps it it real: the move to rollups (L2s) is pushing Ethereum into an identity crisis, pulling value out of the core chain and making it more like a “rollup host” than a true smart contract platform. This is something that Gavin and his team had theorized more than 7 years ago: "the writing was on the wall". These issues were coming, so he built something different from day one: Polkadot and the "Parachains". Parachains aren’t a quick fix; they’re the foundation. Gavin admits it’s not perfect, but the important thing is the solid groundwork: Polkadot was always about real scalability and letting specialized chains work together, instead of patching old problems. The lesson: What you build at the foundation is what matters, even if it’s not perfect yet. Now that Polakdot has built a strong base, there only needs to be a few tweaks here and there to enable the great products of tomorrow to be built on Polkadot Full conversation out on June 4th, on the WHEN SHIFT HAPPENS PODCAST - to kickstart POLKADOT JUNE!
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The ultimate alpha on finding the best memecoin: A fine combination of: - do you laugh (hard)when explaining it to other people? - are people pissed off or laugh when you explain it to them? - is your coin top trending on Moonshot for months, whether its up a lot or down horrendously? - who is shilling it and did you REALLY make money off the “shills” of your favorite KOL? Bonus: If your favorite KOL is coping instead of shilling the memecoin you are eyeing, you might have a bingo!
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What's @sgoldfed's answer to people who say Ethereum doesn't work and that all L2's are centralised? Although some L2's are centralised, @arbitrum passes the "gun-to-the-head test": - no backdoors - no veto powers - just trustless decentralization That
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