MikeIppolito_
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Circle IPO underwriters rn
This is the TradFi equivalent of a token sink
Stablecoins are slowly convincing me that checking accounts are a scam
I think you could buy a basket of high quality crypto exchanges (Coinbase, Binance, OKX, etc...) and do extremely well for yourself on a 10 year time horizon.
Think it's a good trade that most people won't do because it seems too simple.
Think it's a good trade that most people won't do because it seems too simple.
Crypto exchanges have a real shot at becoming super apps like WeChat or Alipay.
As more businesses move onto crypto rails, the lines between commerce, payments, trading, and social media will continue to blur.
Crypto exchanges will be better set up to compete than incumbents because they won't be bogged down by tech debt and existing product baggage.
Crypto exchanges can and will blur the line between savings and checking accounts by allowing users to hold funds in (sc Morpho vaults) and earning right up until they need to spend.
They will put the brokerage app closer to social media and reduce the friction of payments by 100X, increasing the amount consumers will spend at online marketplaces.
These exchanges already have BIG user numbers. Binance has ~250M accounts, Coinbase has ~100.
Buying and holding a basket of these will generate an incredible outcome on a ten year time horizon.
As more businesses move onto crypto rails, the lines between commerce, payments, trading, and social media will continue to blur.
Crypto exchanges will be better set up to compete than incumbents because they won't be bogged down by tech debt and existing product baggage.
Crypto exchanges can and will blur the line between savings and checking accounts by allowing users to hold funds in (sc Morpho vaults) and earning right up until they need to spend.
They will put the brokerage app closer to social media and reduce the friction of payments by 100X, increasing the amount consumers will spend at online marketplaces.
These exchanges already have BIG user numbers. Binance has ~250M accounts, Coinbase has ~100.
Buying and holding a basket of these will generate an incredible outcome on a ten year time horizon.
TIL that for the first week of June, DEXes did more volume than Binance.
This is the real flippening.
This is the real flippening.
Recording a podcast with @PaulFrambot and @MonetSupply tomorrow on Morpho v2.
What questions do you want answered?
What questions do you want answered?
Visa selling off on the Walmart and Amazon stablecoin headfake is telling
There's a new category of products I find interesting but don't have a name for yet.
Polymarket, Zora, Pump, etc... all fall into this sector.
The common theme is leveraging markets to price and distribute content the same way financial markets provide price discovery for assets.
Does anyone have a good name for what to call these apps yet?
Polymarket, Zora, Pump, etc... all fall into this sector.
The common theme is leveraging markets to price and distribute content the same way financial markets provide price discovery for assets.
Does anyone have a good name for what to call these apps yet?
Can't believe no one has tweeted "Bitcoin fixes this" about the internet outage.
CT circa 2019 would run laps around us today, sad state of affairs smh.
CT circa 2019 would run laps around us today, sad state of affairs smh.
Prediction: big banks will take longer to launch stablecoins than people think.
Regulated stablecoins like USDC only hold very short term, low yielding instruments like t-bills.
If, say, BoA acquired circle, it would erode its net interest margin by shifting the balance of yield on the asset side of its balance sheet.
It's a classic case of innovator's dilemma.
Regulated stablecoins like USDC only hold very short term, low yielding instruments like t-bills.
If, say, BoA acquired circle, it would erode its net interest margin by shifting the balance of yield on the asset side of its balance sheet.
It's a classic case of innovator's dilemma.
The entire business model for creators will get rewritten onchain.
The killer feature is not only a better way for creators to monetize, but for them to get access to credit.
If you're an influencer of any kind today, it's extremely hard to get access to credit.
The JP Morgans and BoA's of the world aren't exactly enthused to extend credit even to insta influencers.
Imagine once creators figure out that they can not only generate cash flows directly from their posts, but they can get an equity line of credit instantly onchain.
There are drawbacks to creator coins yes, but they are also inevitable.
The killer feature is not only a better way for creators to monetize, but for them to get access to credit.
If you're an influencer of any kind today, it's extremely hard to get access to credit.
The JP Morgans and BoA's of the world aren't exactly enthused to extend credit even to insta influencers.
Imagine once creators figure out that they can not only generate cash flows directly from their posts, but they can get an equity line of credit instantly onchain.
There are drawbacks to creator coins yes, but they are also inevitable.
New BWR dashboard for Hyperliquid is LIVE.
This is far and away the most comprehensive dashboard on Hyperliquid, some details below 🧵
This is far and away the most comprehensive dashboard on Hyperliquid, some details below 🧵
Circle is a great example of price leading narrative.
Two weeks ago, Circle was on its death bed.
Today, my TL thinks it's a better buy than COIN.
What a difference up only makes.
Two weeks ago, Circle was on its death bed.
Today, my TL thinks it's a better buy than COIN.
What a difference up only makes.
The launchpad wars are underway but seem to have found temporary equilibrium.
Solana is ~75% of the market, 65% of that being Pump.
Zora is the only challenger with any staying power, last week Believe was <1% of the market.
So far, the winners have stayed winning.
Solana is ~75% of the market, 65% of that being Pump.
Zora is the only challenger with any staying power, last week Believe was <1% of the market.
So far, the winners have stayed winning.
Out there opinion: in the future public companies will be required to have all revenue onchain.
One benefit will be lighter regulation, because the cash flows are easier to audit.
Privacy will be more challenging.
One benefit will be lighter regulation, because the cash flows are easier to audit.
Privacy will be more challenging.
The creator economy is still a massive secular trend.
Phase I is creators getting larger audiences on social media (ongoing).
Phase II is creators building their own products to sell to their audience.
Phase III is creators funding product creation via their own equity coins.
Phase I is creators getting larger audiences on social media (ongoing).
Phase II is creators building their own products to sell to their audience.
Phase III is creators funding product creation via their own equity coins.
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