0xkyle__
0 A seguir
4 Seguidores
0 Gostaram
0 Partilharam
Publicações
Ver original
as ações tokenizadas vão chegar "primeiro lentamente, depois tudo de uma vez"
mas me parece óbvio que a implicação de segunda ordem é que teremos então "ações, tokenizadas" - porque, francamente, tokens que finalmente = ações faz tanto sentido ;
pensando em como me posicionar
mas me parece óbvio que a implicação de segunda ordem é que teremos então "ações, tokenizadas" - porque, francamente, tokens que finalmente = ações faz tanto sentido ;
pensando em como me posicionar
Traduzir
how do BNPL companies even enforce this shit
u know crypto is great at showing the world how we're re-inventing the wheel by making lots of the same mistakes
but i'm starting to think that's just humans in general
Uberroutes -> reinvent bus
inb4 bnpl -> credit scores
u know crypto is great at showing the world how we're re-inventing the wheel by making lots of the same mistakes
but i'm starting to think that's just humans in general
Uberroutes -> reinvent bus
inb4 bnpl -> credit scores
Traduzir
idk how to put this well into words, but there's a certain line you have to draw between listening to other people & acting on their advice when it comes to trading
i've had tons of people tell me "X token is bad don't long it" and it proceeds to do well
eod - it's ur book
i've had tons of people tell me "X token is bad don't long it" and it proceeds to do well
eod - it's ur book
Traduzir
the OTHERS chart just looks so sad compared to BTC
hodling btc is becoming more and more important for returns
simply a liquidity issue - btc has direct flows, alts are just the same few of us playing the same games ; something has to change; money has to come in
hodling btc is becoming more and more important for returns
simply a liquidity issue - btc has direct flows, alts are just the same few of us playing the same games ; something has to change; money has to come in
Traduzir
we are entering the era where tokens are pursuing paths to legitimacy & are developing fundamentals, but many people will be stuck in the past in "pure memes", or "low float high fdv bad"
just like people stuck in "2021 alt cycle will come back"
https://decrypt.co/320566/defi-development-stock-new-high-solana-buys-bonk-collab
just like people stuck in "2021 alt cycle will come back"
https://decrypt.co/320566/defi-development-stock-new-high-solana-buys-bonk-collab
Traduzir
people complain about low float high fdv and then proceed to ape a casino with 10x lower win rates than an actual casino
Traduzir
market in a weird spot where
> people are tired of memes
> want something more legit
> but still want number go up
> new metas are unsustainable bc they quickly reach "overvalued", but they have nothing to show -> reverts back to mean
solution:
> lots of existing protocols that show growth, who are now at undervalued prices - eg mpl, frax, pendle, etc.
> lots of new protocols that havent experienced the cycle high to the overvalued stage, who have been quietly building and can quickly re-rate higher
- eg initia as an example of something re-rated
im a fan of bidding such alts rather than onchain overvalued tokens, onchain is cool but it re-rates too quickly & gets diluted in hours;
people are tired of getting diluted now -> go back to cexes who have stricter requirements but coins that are cheap (sub 150m)
> people are tired of memes
> want something more legit
> but still want number go up
> new metas are unsustainable bc they quickly reach "overvalued", but they have nothing to show -> reverts back to mean
solution:
> lots of existing protocols that show growth, who are now at undervalued prices - eg mpl, frax, pendle, etc.
> lots of new protocols that havent experienced the cycle high to the overvalued stage, who have been quietly building and can quickly re-rate higher
- eg initia as an example of something re-rated
im a fan of bidding such alts rather than onchain overvalued tokens, onchain is cool but it re-rates too quickly & gets diluted in hours;
people are tired of getting diluted now -> go back to cexes who have stricter requirements but coins that are cheap (sub 150m)
Inicia sessão para explorares mais conteúdos