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FrankieIsLost
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asian CEXes are moving onchain and a lot of mid-tier crypto native teams are about to have their lunches eaten
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FrankieIsLost
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couple more microstrategy clones then up only
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most solana ppl have no clue how L2s work. most ethereum ppl have no clue how solana works. so most CT discourse is just two sides arguing with strawmen they made up.
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extremely bullish thing about Solana is that at every core dev meeting the topics discussed are different because tangible progress gets made on the network every 3 months
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trying to reason about most protocols just by looking at onchain data will often lead you to the wrong conclusions. these are not closed systems—what happens onchain is usually just half the story.
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gonna be a big day when CT learns the difference between gross and net revenue. lots of crypto “revenue” is just taking money from your user’s left pocket and putting it back in their right pocket.
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