NTmoney
0 Suivis
4 Abonnés
4 J’aime
0 Partagé(s)
Publications
Vidéos
Coinbase went public via direct listing in April 2021 at ~$85B
COIN now trading at $95B, or 11% of JP Morgan
Days as a sub $100B company are numbered
COIN now trading at $95B, or 11% of JP Morgan
Days as a sub $100B company are numbered
New York City is full porting socialism because:
- Lack of skin in the game
- Irrational bubbles form when many people are close together
Go crypto for skin in the game and rural to avoid mind viruses
- Lack of skin in the game
- Irrational bubbles form when many people are close together
Go crypto for skin in the game and rural to avoid mind viruses
Prediction markets have existed for 100+ years.
In 1916, there was more money traded on the U.S. presidential election than there was the stock market. Universities tried. Governments banned. Startups failed.
Then Polymarket went onchain, used stablecoins, and became the highest volume prediction market ever.
Impossible without Ethereum. First inning.
In 1916, there was more money traded on the U.S. presidential election than there was the stock market. Universities tried. Governments banned. Startups failed.
Then Polymarket went onchain, used stablecoins, and became the highest volume prediction market ever.
Impossible without Ethereum. First inning.
Prediction markets have existed for 100+ years.
In 1916, there was more money traded on the U.S. presidential election than there was the stock market. Universities tried. Governments banned. Startups failed.
Then Polymarket went onchain, used stablecoins, and became the highest volume prediction market ever.
In 1916, there was more money traded on the U.S. presidential election than there was the stock market. Universities tried. Governments banned. Startups failed.
Then Polymarket went onchain, used stablecoins, and became the highest volume prediction market ever.
Elites tend to be in one of two camps:
1) The sum of knowledge from the masses is limitless, empowering and educating is essential for progress
2) The masses are stupid, let's control and manipulate
This holds true in society broadly (capitalism v socialism).
It’s especially true in crypto. Beware of those who actually believe 2 but pretend to believe 1. Many such cases.
1) The sum of knowledge from the masses is limitless, empowering and educating is essential for progress
2) The masses are stupid, let's control and manipulate
This holds true in society broadly (capitalism v socialism).
It’s especially true in crypto. Beware of those who actually believe 2 but pretend to believe 1. Many such cases.
Elites tend to be in one of two camps:
1) The sum of knowledge from the masses is limitless, empowering and educating is essential for progress
2) The masses are stupid, let's control and manipulate
This holds true in society broadly (capitalism v socialism).
It’s especially true in crypto. Beware of those who actually believe 2 but pretend to believe 1. Many such cases.
1) The sum of knowledge from the masses is limitless, empowering and educating is essential for progress
2) The masses are stupid, let's control and manipulate
This holds true in society broadly (capitalism v socialism).
It’s especially true in crypto. Beware of those who actually believe 2 but pretend to believe 1. Many such cases.
Hayek in 1945: “Experts are dangerous, knowledge is decentralized”
Polymarket is proving it.
Polymarket is proving it.
Polymarket called it again
It is an undeniable fact that for the past 2 years ETH has been more scarce than BTC. And if you make conservative projections about future Ethereum usage that will remain true.
Over the past 2 years the average annual inflation rate of BTC is 1.352% and the average annual inflation rate of ETH is 0.099%.
21M in 2140 is a simple monetary policy and that is a great thing for BTC. But 1.1M more BTC will be printed over the next 115 years. ETH monetary is more complicated, but the important thing to understand is that it is predictable and supply decreases based on usage.
If usage of stablecoins, RWAs, NFTs, DeFi, prediction markets, gaming, etc continues to increase, there's a world where today's supply of 120.853M is the all time high.
Over the past 2 years the average annual inflation rate of BTC is 1.352% and the average annual inflation rate of ETH is 0.099%.
21M in 2140 is a simple monetary policy and that is a great thing for BTC. But 1.1M more BTC will be printed over the next 115 years. ETH monetary is more complicated, but the important thing to understand is that it is predictable and supply decreases based on usage.
If usage of stablecoins, RWAs, NFTs, DeFi, prediction markets, gaming, etc continues to increase, there's a world where today's supply of 120.853M is the all time high.
Stablecoins deliver on the promise to bank the unbanked
2B+ people are still unbanked
2B+ people are still unbanked
Iran and Israel conflict escalates.
Polymarket becomes an essential information source for geopolitics.
Powered by Ethereum.
Polymarket becomes an essential information source for geopolitics.
Powered by Ethereum.
Iran and Israel conflict escalates.
Polymarket becomes the essential information source for geopolitics.
Powered by Ethereum. Priced in truth.
Polymarket becomes the essential information source for geopolitics.
Powered by Ethereum. Priced in truth.
When Coinbase went through Y Combinator in 2012, conventional wisdom was no marketing until product market fit.
The vibe has shifted. Easy to hate on this but Cluely videos are fire tbh.
Good marketing, good product and believing in something more than money and attention wins.
The vibe has shifted. Easy to hate on this but Cluely videos are fire tbh.
Good marketing, good product and believing in something more than money and attention wins.
When Coinbase went through Y Combinator in 2012, conventional wisdom was no marketing until product market fit.
The vibe has shifted. Easy to hate on this but Cluely videos are fire tbh.
Good marketing and good product wins.
The vibe has shifted. Easy to hate on this but Cluely videos are fire tbh.
Good marketing and good product wins.
People who talk with no skin in the game will lose.
Trust in corporate media is at an all time low. Trust in Polymarket is at an all time high. X integrating Polymarket and trading tools.
Sorry I don’t make the rules.
Trust in corporate media is at an all time low. Trust in Polymarket is at an all time high. X integrating Polymarket and trading tools.
Sorry I don’t make the rules.
Stablecoins is the hottest narrative in Wall Street, Silicon Valley and DC.
Circle stock price is up 7x since IPO a few weeks ago. Stripe bought Bridge for $1.1B. The Treasury Secretary Bessent just said stables could help the U.S. lock in dollar supremacy after Congress passed a bill to allow Bank of America, JP Morgan, Walmart and Amazon and the rest of the S&P 500 to launch their own coins.
So far it’s all benefiting insider elites more than the people and most people still don't even know what a stablecoin is.
Identifying truth underneath narratives is the key to making money. The truth is most stablecoin activity is happening on Ethereum, and the best way for people to benefit is owning ETH.
Circle stock price is up 7x since IPO a few weeks ago. Stripe bought Bridge for $1.1B. The Treasury Secretary Bessent just said stables could help the U.S. lock in dollar supremacy after Congress passed a bill to allow Bank of America, JP Morgan, Walmart and Amazon and the rest of the S&P 500 to launch their own coins.
So far it’s all benefiting insider elites more than the people and most people still don't even know what a stablecoin is.
Identifying truth underneath narratives is the key to making money. The truth is most stablecoin activity is happening on Ethereum, and the best way for people to benefit is owning ETH.
Connectez-vous pour découvrir d’autres contenus