DoveyWan
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Public equity market will always pay a massive premium for thematic trades, from HIMS to MSTR, from RKLB to CIRCLE, and the newly minted 10x NAV Ethereum SPAC
Bankers running the PIPE carry, politicians running the narrative. While we’re out here degen looping and memeing…They’re the ones who actually made it.
GG this cycle, I guess (last bearish post of May i promise)
GG this cycle, I guess (last bearish post of May i promise)
🤯 HIBOR just nuked -40%, Hong Kong’s interbank rate is officially trading like a meme coin.
HKD is a synthetic dollar, and HKMA’s about to go full printer mode to defend the peg. Watching closely
HKD is a synthetic dollar, and HKMA’s about to go full printer mode to defend the peg. Watching closely
Even tho #Bitcoin itself is not productive, but starting 2020 all Bitcoiners have been in these lucrative trades
- GBTC premium arb
- Bitcoin L2 TVL farm
- Bitcoin SPAC wrappers NAV arb
if ETF can be used as collat in tradfi that will further the liquidity effectively make bitcoin productive
- GBTC premium arb
- Bitcoin L2 TVL farm
- Bitcoin SPAC wrappers NAV arb
if ETF can be used as collat in tradfi that will further the liquidity effectively make bitcoin productive
PIPEs are tradfi meme coins trade, ATM mech design is boomer's ponzinomics
iykyk
iykyk
Had 3 PIPE calls in 2 days, honestly this is quite toppy
Metaplanet surpassed Nippon telegraph in daily volume is also another top-ish signal together with the bank stablecoin consortium news
Metaplanet surpassed Nippon telegraph in daily volume is also another top-ish signal together with the bank stablecoin consortium news
Pro tip for pre-traction founders when pitching: Crypto’s saturated with ideas. What’s rare: execution under constraint. “Why this matters”is table stake. The “how we are doing it already” and “what we've tried to validate and invalidate our assumptions" are making the real diff
Caught up w/ some professional LP allocator friends 👀 Sequoia’s new growth fund just cut mgmt fees to 1.75% is a big signal for how VC is doing as a financial product. many brand names are not even shipping positive IRR for their latest funds..
VC is in a weird spot: Overallocated, AUM-bloated, underwhelming returns
In a 5%+ rate world, capital’s not dumb anymore. Private credit is eating lunch (it's blooming for past 4 years). Bluechip tech VCs are all trying the fee-lite RIA & soft P/E play, buy out legacy biz and slap AI on it
Crypto VC is a small subset of this asset class is also facing immense fundraising pressure. another interesting fact they've mentioned is they dont see there is "asset specific GP play" in the long run 🤔
VC is in a weird spot: Overallocated, AUM-bloated, underwhelming returns
In a 5%+ rate world, capital’s not dumb anymore. Private credit is eating lunch (it's blooming for past 4 years). Bluechip tech VCs are all trying the fee-lite RIA & soft P/E play, buy out legacy biz and slap AI on it
Crypto VC is a small subset of this asset class is also facing immense fundraising pressure. another interesting fact they've mentioned is they dont see there is "asset specific GP play" in the long run 🤔
Tether's move with 21Cap might be a 1 stone N birds strat
- Offload BTC from their reserve in prep for GENIUS
- Park it offbalance sheet but still in reach in the future (rehypothecation)
- Raise fresh $$$ via 21Cap as the premium farming wrapper in capital market
They still have secured loan, corp bond, and gold on the balancesheet so will see how the offload those 👀
- Offload BTC from their reserve in prep for GENIUS
- Park it offbalance sheet but still in reach in the future (rehypothecation)
- Raise fresh $$$ via 21Cap as the premium farming wrapper in capital market
They still have secured loan, corp bond, and gold on the balancesheet so will see how the offload those 👀
Nobody on CT is talking about this, but Binance Wallet quietly became the global level MetaMask killer, ate the whole lunch of OKX wallet after its prolonged shutdown. Its market share just rips after launching of the alpha program, turned the wallet into a meme farming engine + token gated airdrop club + yield shovel
80% market share
4.3M new users in a week
It’s not just a wallet anymore, it’s the funnel
if you are founder looking for effective distribution you can't overlook this
80% market share
4.3M new users in a week
It’s not just a wallet anymore, it’s the funnel
if you are founder looking for effective distribution you can't overlook this
Nobody on CT is talking about this, but Binance Wallet just quietly became the global level MetaMask killer and ate the whole lunch of OKX wallet after its prolonged shutdown, if you are founder looking for effective distribution you can't overlook this
Its market share just rips after launching of the alpha program, turned the wallet into a meme farming engine + token gated airdrop club + yield shovel
79% market share
4.3M new users in a week
It’s not just a wallet anymore, it’s the funnel
Its market share just rips after launching of the alpha program, turned the wallet into a meme farming engine + token gated airdrop club + yield shovel
79% market share
4.3M new users in a week
It’s not just a wallet anymore, it’s the funnel
Question to founders working on the "last mile" business: Crypto dot com built their card biz early enough and cut a sweet deal with Visa/MC. That card funnel captured a golden cohort: overpaid, under educated users who didn’t flinch at 3–5% onramp fees or altcoin slippage.
But that playbook’s now commoditized. Today’s card users are far more sophisticated. Issuance is saturated. Every CEX has a card, you cant compete with them when it comes to CAC
So what’s the new edge for card-based crypto products? What defensible wedge still exists, UX? rewards? data? wallet integration? defi yield?
But that playbook’s now commoditized. Today’s card users are far more sophisticated. Issuance is saturated. Every CEX has a card, you cant compete with them when it comes to CAC
So what’s the new edge for card-based crypto products? What defensible wedge still exists, UX? rewards? data? wallet integration? defi yield?
PSA: There’s an ongoing AI scam impersonating me on TG (likely other public crypto figure too)
Many friends have reported getting a fake “Dovey” tg DM asking to catch up. Then a Zoom call is set up, in the call the deepfake me shows up on camera, looks and talk like it’s real (have heard the recording was shockingly real)
This is next level social engineering. Be careful out there
Many friends have reported getting a fake “Dovey” tg DM asking to catch up. Then a Zoom call is set up, in the call the deepfake me shows up on camera, looks and talk like it’s real (have heard the recording was shockingly real)
This is next level social engineering. Be careful out there
there’s a ongoing scam on telegram pretending to be me 👻 pretty annoying, but tbh less wild than last few cycles…(yes, in 2017 cycle someone used my profile on tinder to scam.. )
my real TG has public stories 👇on profile, easy to verify
my real TG has public stories 👇on profile, easy to verify
there’s a ongoing scammer on tg pretending to be me 👻 pretty annoying, but tbh less wild than last two cycles… (in 2017-18 they used my profile on tinder to fish)
my real TG has public stories on profile, and i change tg pfp every season (not the say as ct), easy to verify
my real TG has public stories on profile, and i change tg pfp every season (not the say as ct), easy to verify
TWD daily chart, forex is now traded like a shitcoin chart we are really entering into a new geo political arena
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