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if toly is such a good guy then why dont my txns land sometimes
if toly is such a good guy then why dont my txns land sometimes
soon, every word will have its own token the hedonically handicapped degens will keep coining every essence of existence you will be composing shitcoin symphonies by typing a tweet and watching the charts dance from the consequences
soon, every word will have its own token

the hedonically handicapped degens will keep coining every essence of existence

you will be composing shitcoin symphonies by typing a tweet and watching the charts dance from the consequences
if crypto is good then why do my bags go down sometimes
if crypto is good then why do my bags go down sometimes
despite short-term sentiment, crypto's future is extremely bright brighter than it has ever been there are a lot of mistakes that have been made and there will be many more of them — that is perfectly natural for an industry that's barely a decade old in fact, it is great — it means there's a ton of activity and interest from there, progress happens via error-correction and creativity for reference, AI, robotics, VR/AR et al have been "around" in some form for over 30-50 years each there is an insane amount of progress that remains in crypto
despite short-term sentiment, crypto's future is extremely bright

brighter than it has ever been

there are a lot of mistakes that have been made and there will be many more of them — that is perfectly natural for an industry that's barely a decade old

in fact, it is great — it means there's a ton of activity and interest

from there, progress happens via error-correction and creativity

for reference, AI, robotics, VR/AR et al have been "around" in some form for over 30-50 years each

there is an insane amount of progress that remains in crypto
if you spend every second of your life in crypto and don't think it's going to grow another 100x — what exactly is the point of your existence?
if you spend every second of your life in crypto and don't think it's going to grow another 100x — what exactly is the point of your existence?
crypto privacy must be the next frontier or we're cooked
crypto privacy must be the next frontier or we're cooked
imagine students 300y from now studying world history and its leaders Caesar: "Vini, vidi, vici" Churchill: "We shall fight on the beaches!" FDR: "The only thing we have to fear is fear itself." Trump: ANYONE WHO DOESNT BUY MY SHITCOIN IS A LOSER! THANK YOU! BTW AOC SUCKS!
imagine students 300y from now studying world history and its leaders

Caesar: "Vini, vidi, vici"

Churchill: "We shall fight on the beaches!"

FDR: "The only thing we have to fear is fear itself."

Trump: ANYONE WHO DOESNT BUY MY SHITCOIN IS A LOSER! THANK YOU! BTW AOC SUCKS!
A Solana memecoin dev just brokered peace in the Middle East There is no better chain
A Solana memecoin dev just brokered peace in the Middle East

There is no better chain
Iran: makes announcement of announcement of announcement of what they will do in the future Trump: blatant trolling and ordering everyone to diamond hand this is not a world conflict — this is just two 2021 NFT projects on discord
Iran: makes announcement of announcement of announcement of what they will do in the future

Trump: blatant trolling and ordering everyone to diamond hand

this is not a world conflict — this is just two 2021 NFT projects on discord
Circle has flipped USDC in market cap everyone rushing to build BTC treasury companies for the mNAV — turns out you can do the same with some good ole dollars Jeremy is the Saylor of Benjamin Franklins
Circle has flipped USDC in market cap

everyone rushing to build BTC treasury companies for the mNAV — turns out you can do the same with some good ole dollars

Jeremy is the Saylor of Benjamin Franklins
Big news Thousands of banks getting access to crypto via Solana faster
Big news

Thousands of banks getting access to crypto via Solana

faster
lol best of luck shutting down oil exports noobs — I still have my digital oil✌️
lol best of luck shutting down oil exports noobs — I still have my digital oil✌️
good to see crypto acting as a safe haven against geopolitical tyranny here — exactly how we designed it
good to see crypto acting as a safe haven against geopolitical tyranny here — exactly how we designed it
no one in the world understands complex geopolitics like the mfers w derpcoin69420 in their wallets
no one in the world understands complex geopolitics like the mfers w derpcoin69420 in their wallets
something happened what does this mean for my chudjak bags
something happened

what does this mean for my chudjak bags
here's how I think about crypto investments first, "crypto" is too broad of a term and masks too much underlying information and information is the fundamental input of decision so break them up in some way this is roughly how I do it: - apps - chains - protocols - memes now, there's another distinction to be made namely: infrastructure vs. platform basically, infrastructure is fungible but a platform is not a platform has stickiness due to some sort of network effect (either via liquidity, state, developers, socials, mimetics, or whatever) on average, infrastructure is a riskier investment because it exerts no control, it can be switched out — but, infrastructure sometimes can become a platform and this would be an asymmetric outcome (Solana started out as infrastructure and then became a platform for example — almost all new L1s and new L2s are infrastructure at first, not platforms) each of the above categories can either be infrastructure or platform; you would assess this on your own for example: coin/btc/eth/sol are platforms — they have something non-forkable in terms of either tech, liquidity, distribution, social cohesion; basically *state* but shitcoin5670 is "infrastructure" in the sense that it can be swapped out for shitcoin5671 on average — same with *any new chain* or *any new protocol* infrastructure is only useful to the extent that it can result in un-forkable state and become a platform the only exception is if the market is so large that being infrastructure is still highly profitable (e.g., a bank stock in tradfi) from there, you decide how much to allocate to platforms vs. infrastructure and in which categories depending on your risk profile
here's how I think about crypto investments

first, "crypto" is too broad of a term and masks too much underlying information and information is the fundamental input of decision

so break them up in some way

this is roughly how I do it:
- apps
- chains
- protocols
- memes

now, there's another distinction to be made

namely: infrastructure vs. platform

basically, infrastructure is fungible but a platform is not

a platform has stickiness due to some sort of network effect (either via liquidity, state, developers, socials, mimetics, or whatever)

on average, infrastructure is a riskier investment because it exerts no control, it can be switched out — but, infrastructure sometimes can become a platform and this would be an asymmetric outcome

(Solana started out as infrastructure and then became a platform for example — almost all new L1s and new L2s are infrastructure at first, not platforms)

each of the above categories can either be infrastructure or platform; you would assess this on your own

for example: coin/btc/eth/sol are platforms — they have something non-forkable in terms of either tech, liquidity, distribution, social cohesion; basically *state*

but shitcoin5670 is "infrastructure" in the sense that it can be swapped out for shitcoin5671 on average — same with *any new chain* or *any new protocol*

infrastructure is only useful to the extent that it can result in un-forkable state and become a platform

the only exception is if the market is so large that being infrastructure is still highly profitable (e.g., a bank stock in tradfi)

from there, you decide how much to allocate to platforms vs. infrastructure and in which categories depending on your risk profile
Crypto is well on its way to rewriting the future, but we have much more work to do and need your help At Helius, we are building the API for internet markets and power the biggest teams in the industry Im hiring: - BD Lead - Eng Manager - Staff backend engineers DM to apply
Crypto is well on its way to rewriting the future, but we have much more work to do and need your help

At Helius, we are building the API for internet markets and power the biggest teams in the industry

Im hiring:

- BD Lead
- Eng Manager
- Staff backend engineers

DM to apply
the most crazy crypto fact is that you can hold multiple coins we have the technology
the most crazy crypto fact is that you can hold multiple coins

we have the technology
crypto ppl are so damaged that they think angel investing is hard because they didn't make money in 8 months it is hard (most will fail) but not because you didn't make money in 4 hours venture-scale startups take many, many years
crypto ppl are so damaged that they think angel investing is hard because they didn't make money in 8 months

it is hard (most will fail) but not because you didn't make money in 4 hours

venture-scale startups take many, many years
normal marketing people: you do not sell the features, you sell the benefits — redbull does not sell drinks, they sell adrenaline crypto mfers: take a look at our 50,000 TPS blockchain with 10ms blocktimes using zero knowledge technology — here's a 95 page whitepaper
normal marketing people: you do not sell the features, you sell the benefits — redbull does not sell drinks, they sell adrenaline

crypto mfers: take a look at our 50,000 TPS blockchain with 10ms blocktimes using zero knowledge technology — here's a 95 page whitepaper
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