qw-1
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stablecoin is quickly becoming consensus among vcs and founders
as the memetic value of most tokens compress to zero and the number of revenue-generating projects remains limited, more n more ppl on chain will want to own assets like stonks and real estate without off-ramp.
this is the medium term bull case for rwas.
this is the medium term bull case for rwas.
l1 monetary premium will likely compress to zero in the coming years and the process probably already started 1-2 years ago
micropayment-based social network / marketplace is an exciting new space that isn't possible without crypto and @alliancedao has funded a few in this space, @timedotfun being the notable example. there will be a couple more launching in the coming months focusing on different niches and i cant wait to unveil them.
arbitrage that @alliancedao has exploited for years:
- widespread misconception that u need a lot of money and a big team to achieve something great
- young technical founders without a polished resume r severely undervalued
- apps r priced at 1 or 2 orders of magnitude lower than infra despite as big if not bigger of a tam
- the only way to really understand this space is to use the products yet most ppl r too lazy to do this
- widespread misconception that u need a lot of money and a big team to achieve something great
- young technical founders without a polished resume r severely undervalued
- apps r priced at 1 or 2 orders of magnitude lower than infra despite as big if not bigger of a tam
- the only way to really understand this space is to use the products yet most ppl r too lazy to do this
robinhood+hyperliquid+pump r going after incumbent crypto cexes. if i were the latter this would be the #1 thing that keeps me up at night.
mental framework ive adopted in the past ~2 years:
in the entire crypto land only btc has crossed the chasm and become an *investment*. everything else is a *trade*.
in the entire crypto land only btc has crossed the chasm and become an *investment*. everything else is a *trade*.
beautiful btc pa as japanese bonds r imploding, us treasury auction had no demand, and house passes a tax bill that will increase debt by trillions.
we r really going to 500k-1m arent we.
we r really going to 500k-1m arent we.
now may be the best time to build in crypto for the v simple reason that there's a lack of serious competition. i have maybe a dozen of good product but struggle to find the right teams to build them. meanwhile in ai for every half-decent idea there's >20 legit startups working on it, not to mention the big ai labs. meanwhile the regulatory env is as friendly to crypto as ever. great time to be a contrarian.
there’s no objectively correct way to value an asset, because ultimately it’s a matter of market consensus. so the more interesting question to ask urself is which valuation method will win the consensus. imo for almost every crypto asset outside btc and pure memes the it’ll be some sort of rev/dcf.
whichever chain wins the “tokenized equities” meta in the coming quarters is going to win the next phase of the blockchain war imo.
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