SolanaLegend
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War or not, ETFs are going to start getting approved
many think crypto progress is a random walk, but even though the movements about the curve may seem stochastic, the trend is clear
Crypto is transformative technology that will infect and redefine finance
Crypto is transformative technology that will infect and redefine finance
CT will chase yet another narrative
This time, stablecoins
This time, stablecoins
People underwrote @Shopify wrong initially because, as it turns out, e-commerce TAM grows a lot when you enable anyone to setup an online storefront
Stablecoins will have a similar effect on finance by taking us from industrial-era t+1 rails to Internet-era financial rails t+ms
Stablecoins will have a similar effect on finance by taking us from industrial-era t+1 rails to Internet-era financial rails t+ms
People underwrote @Shopify wrong initially because, as it turns out, e-commerce TAM grows a lot when you enable anyone to setup an online storefront
Stablecoins will have a similar effect on finance by taking us from industrial-era t+1 rails to Internet-era financial rails
Stablecoins will have a similar effect on finance by taking us from industrial-era t+1 rails to Internet-era financial rails
The main thing is not can you generate stablecoins, it's how you are using them and productizing stables to smooth over friction points and create emergent UX
Software and crypto rails have a magic, almost alchemical property of allowing 100x more business and trading to happen
Software and crypto rails have a magic, almost alchemical property of allowing 100x more business and trading to happen
One of the reasons it's harder to get followers this cycle is because in DeFi there are legit 5k-20k people in the world that do the majority of the volume
People buy and sell tokens and leave projects without meeting any of the community. This is the reality
NFTs were different
People buy and sell tokens and leave projects without meeting any of the community. This is the reality
NFTs were different
People need to start operating under the assumption that every corporation & financial institution will have a stablecoin or whitelabel one
They will all be bidding against each other for the float
Issuers will need to be very clever in how they monetize & integrate vertically
They will all be bidding against each other for the float
Issuers will need to be very clever in how they monetize & integrate vertically
People need to start operating under the assumption that every corporation and financial instution will have a stablecoin or whitelabel one
They will all be bidding against each other for the float
Issuers will need to be very clever in how they monetize & integrate vertically
They will all be bidding against each other for the float
Issuers will need to be very clever in how they monetize & integrate vertically
People need to start operating under the assumption that every corporation and financial institution will have a stablecoin or whitelabel one
They will all be bidding against each other for the float
Issuers will need to be very clever in how they monetize & integrate vertically
They will all be bidding against each other for the float
Issuers will need to be very clever in how they monetize & integrate vertically
If BTC doesnโt go below $100k from Israel attacking Iran itโs acting as de facto safe haven and soft global reserve asset
.@Backpack just flipped Kraken on fee-paying perps volume with a product they launched 5 months ago
Backpack has 25 trading pairs and Kraken has 391 and trades at $7-10b in secondary markets
And this is before Backpack enables the EU or Japan regions lol ๐
Backpack has 25 trading pairs and Kraken has 391 and trades at $7-10b in secondary markets
And this is before Backpack enables the EU or Japan regions lol ๐
.@Backpack just flipped Kraken on fee-paying perps volume with a product they launched 5 months ago
Backpack has 25 trading pairs and Kraken has 391
And this is before Backpack enables the EU or Japan regions lol ๐
Backpack has 25 trading pairs and Kraken has 391
And this is before Backpack enables the EU or Japan regions lol ๐
.@Backpack exchange flipping Kraken in fee-paying trading volume with a perps product they launched 5 months ago
Kraken is a $7-10b company that is expected to IPO at $15b btw
Kraken is a $7-10b company that is expected to IPO at $15b btw
.@Backpack exchange flipping Kraken in trading volume with a perps product they launched 5 months ago
Kraken is a $7-10b company that is expected to IPO at $15b btw
Kraken is a $7-10b company that is expected to IPO at $15b btw
In tradfi people underprice IPOs
In crypto they overprice TGEs
One chart is up only the other is down only
In crypto they overprice TGEs
One chart is up only the other is down only
Decentralization is only valuable insofar as the market is willing to pay for it
MEV is a tax on traders reframed as revenue to stakers (REV)
Redistributing it is better than nothing but the best thing would be to cut taxes altogether as any redistribution is inefficient and unequal
Redistributing it is better than nothing but the best thing would be to cut taxes altogether as any redistribution is inefficient and unequal
MEV is a tax on traders reframed as revenue to stakers (REV)
Redistributing it is better than nothing but the best thing would be to cut taxes all together as any redistribution is inefficient and unequal
Redistributing it is better than nothing but the best thing would be to cut taxes all together as any redistribution is inefficient and unequal
M&A is really heating up
The value of crypto rails for legacy financial institutions is clear
Itโs easier to acquire at a relative discount then build
Regulatory clarity is paving the way for record dealmaking in the crypto industry
Expect more IPOs, mergers & acquisitions
The value of crypto rails for legacy financial institutions is clear
Itโs easier to acquire at a relative discount then build
Regulatory clarity is paving the way for record dealmaking in the crypto industry
Expect more IPOs, mergers & acquisitions
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