AndrewAsksHow

Are most assets but BTC in a bear market?

Crypto twitter has self identified another need in the market for a consumer/consumption verification product

Many top signallers have commented on the need for this within the past few weeks

Preferably a tracking tool that allows for people to gage their level of consumption on-chain and they are who they say they are

In similar ways that we already have Kaito for impact level and Ethos for brand equity + reputation

How many kaito tweeters actually do the important thing which is on-chain and are rewarded for it

Ethos is great is graded on a system of what others heard about you, what you told them or the perception on socials

A leaderboard and ranking system is needed for proof of chain

This would separate the people worth tapping in to and everyone else

On a social level this adds tremendous amounts brand credibility and trust that now is especially rare

Why would anyone trust someone that is not active on-chain?

We have all had the teachers that taught business but never successfully earned income from their own business

VerificationFi or ConsumerFI

Who is building this

Team members talking about their token being up after already being down 200% is one of the most tone deaf things you can do

Idk how this could be the last crypto cycle when gambling has just started to become mainstream and the stock market for many has become stale

Institutions will be investing in to NFTs via ETFs very soon

Hear me out but institutions will be investing in to NFTs pretty soon via ETFs

Another CEX alt down 80% in a few minutes

Buying the wrong asset in crypto becomes a donation

Unpopular opinion: InfoFI top already happened when nft products gave out hundreds of thousands in rewards

Give me an unpopular crypto take

Had a couple conversations with friends yesterday about the current content in crypto

Shifting from educational to making money

Theres never been a better time to get involved than right now

InfoFi made is the perfect time to pretend to be a creative and earn from it

Wait until all the 10k money gurus find about what we are doing

Walmart and Amazon looking in to stablecoins feels like the nft top signal they made last cycle

Walmart and Amazon looking in to stable coins feels like the nft top signal from last cycle

Whats the crypto census trade right now?

Public companies are acquiring non BTC crypto assets

We used to talk about retail buying our bags

Tokens are being bought up for "staking and token appreciation"

These assets will be added to the companies treasuries

It still feels early

Public companies are acquiring non BTC crypto assets

We used to talk about retail buying our bags

Tokens are being bought up for "staking and token appreciation"

These assets will be added to the companies treasuries

Does the upside outweigh the downside?

Public companies are taking a heavy interest in acquiring crypto assets

We used to talk about retail buying our bags but who knew it would be this

Its not just BTC or companies are being acquired but crypto tokens from native crypto companies are too

Its very interesting to watch these decisions get made in real time to strategically focus on "staking and token appreciation"

Raising capital traditionally to then acquire crypto assets outside of BTC to then add to their treasury

I wonder how this goes over and if these decisons are the right ones to make but are "early" if the timing is appropriate

Pretty cool that $PENGU has the best Mindshare/FDV ratio

Full thread coming out tomorrow but had to tweet this

Eth to 10k yes or no

Crypto twitter is not the most important metric to track and gage for success

It contributes to the overall outcome but not as the main predictor

Most people were out to lunch and did not learn about Plasma until the deposit

$500M in several minutes and didn’t have the mindshare of Loudio

Mindshare ≠ Buyers

Plasma is the prefect inverted example that CT is not the most important metric to track and gage

Teams should track CT as a data point that contributes to the overall outcome and not as the main predictor

In back to back weeks we saw Loudio own more mindshare in CT but there were no buyers

We also witnessed Plasma that was not talked about on the TL as much yet $500M in deposits filled up pretty quickly within several minutes

Only a handful of people were talking about Plasma leading up to the deposit yesterday

Most of CT woke up today sidelined and out to lunch

The silent minority probably carries more monetary upside than the loud majority