pythianism
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As data comes in realizing I have to recalibrate my expectation as to how much MKR is likely lost
I can get to 65-70% from the custodians that will ostensibly migrate last minute but unclear how much more than that is really out there
Nice
I can get to 65-70% from the custodians that will ostensibly migrate last minute but unclear how much more than that is really out there
Nice
Crypto does not need to be the driving force behind the next epoch of consumer internet to be wildly successful
With 1-2Bn MAUs AI is clearly what is driving internet usage globally; Crypto can live comfortably downstream of this megatrend and play a leading role in redefining capital markets, SoVs, stablecoins and financing much-needed AI CAPEX on chain
Thats a $10Tn+ opportunity right there; there is no need to shoehorn the Web3 bullshit
Its Crypto and it always has been for people who actually use the chains
With 1-2Bn MAUs AI is clearly what is driving internet usage globally; Crypto can live comfortably downstream of this megatrend and play a leading role in redefining capital markets, SoVs, stablecoins and financing much-needed AI CAPEX on chain
Thats a $10Tn+ opportunity right there; there is no need to shoehorn the Web3 bullshit
Its Crypto and it always has been for people who actually use the chains
Crypto does not need to be the driving force behind the next epoch of consumer internet to be wildly successful
With 1-2Bn MAUs AI is clearly what is driving internet usage globally; Crypto's role in redefining capital markets, SoVs, and is a $10Tn+ opportunity that lives comfortably downstream of AI adoption
There is no need to shoehorn the Web3 bullshit
Its crypto and it always has been for people who actually use the chains
With 1-2Bn MAUs AI is clearly what is driving internet usage globally; Crypto's role in redefining capital markets, SoVs, and is a $10Tn+ opportunity that lives comfortably downstream of AI adoption
There is no need to shoehorn the Web3 bullshit
Its crypto and it always has been for people who actually use the chains
Shoutout to @coingecko for listing $SKY!
66 is a very auspicious start
66 is a very auspicious start
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
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
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
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
If the banks understood what was going on with all this crypto M&A they would be very worried
Bill Gurley talking about tokenizing securities as the path forward for the IPO market
DeFi has emerged from an almost 5 year bear market with significant dispersion of course
Shame that DegenSpartan isn't here to see it
Shame that DegenSpartan isn't here to see it
Ticker is $SKY
Congrats to the @PlasmaFDN on the $XPL ICO
Trillions!
Trillions!
Scott Bessent is trying to sell $10Tn of debt per year while Sam is openly talking about financing the $1Tn cluster
AI is already 1 order of magnitude below state financing needs and growing quickly
At $250Bn+ the backing of stablecoins is the only non-state 12/13 figure pool of capital and I expect it will be used somehow to finance the $1Tn cluster
Years away
AI is already 1 order of magnitude below state financing needs and growing quickly
At $250Bn+ the backing of stablecoins is the only non-state 12/13 figure pool of capital and I expect it will be used somehow to finance the $1Tn cluster
Years away
Also can I just say all of you muppetos complaining about low float high FDV this is exactly how tradfi does it and they unlock the whole boat at 6 month cliff send xeet
Folks the IPO/ICO window is open
Wow, $CRCL
Two groups of people I currently have no tokens for
- retail airdrops
- exchanges
Doesn't mean that I don't love you both tho
- retail airdrops
- exchanges
Doesn't mean that I don't love you both tho
We plan to launch a few markets on @HyperliquidX once HIP-3 is live with help of some friends
The CEX listing process is deeply broken and we must find new pathways to liquidity that are fair to all participants
Permisionless tech enables us to opt out of broken systems
The CEX listing process is deeply broken and we must find new pathways to liquidity that are fair to all participants
Permisionless tech enables us to opt out of broken systems
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