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Bill Gurley talking about tokenizing securities as the path forward for the IPO market
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Shoutout to @coingecko for listing $SKY! 66 is a very auspicious start
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Someone yesterday told me that framework was well positioned for the revenue meta due to our holdings I couldn't agree more. My advice to founders is that if you are in memecoin crime or fake business pivot to the revenue meta
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The frame around every crypto cycle is generally a risk cycle at a macro level I base my timing moreso around the AI capex cycle as it is driving the risk cycle/capex cycle globally; chip/data center has 2 years of contracts locked in and OpenAI publicly announced 10bn in ARR only extends it further to 2030 I also strategically use rainbow wave charts unironically because other people use them Stonks and coins will have a fundamental driver for a long time I also want a call option on infinity if AGI hits i.e $1m btc
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If the banks understood what was going on with all this crypto M&A they would be very worried
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DeFi has emerged from an almost 5 year bear market with significant dispersion of course Shame that DegenSpartan isn't here to see it
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