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pythianism
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As data comes in realizing I have to recalibrate my expectation as to how much MKR is likely lost I can get to 65-70% from the custodians that will ostensibly migrate last minute but unclear how much more than that is really out there Nice
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Crypto does not need to be the driving force behind the next epoch of consumer internet to be wildly successful With 1-2Bn MAUs AI is clearly what is driving internet usage globally; Crypto can live comfortably downstream of this megatrend and play a leading role in redefining capital markets, SoVs, stablecoins and financing much-needed AI CAPEX on chain Thats a $10Tn+ opportunity right there; there is no need to shoehorn the Web3 bullshit Its Crypto and it always has been for people who actually use the chains
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Crypto does not need to be the driving force behind the next epoch of consumer internet to be wildly successful With 1-2Bn MAUs AI is clearly what is driving internet usage globally; Crypto's role in redefining capital markets, SoVs, and is a $10Tn+ opportunity that lives comfortably downstream of AI adoption There is no need to shoehorn the Web3 bullshit Its crypto and it always has been for people who actually use the chains
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Shoutout to @coingecko for listing $SKY! 66 is a very auspicious start
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Someone yesterday told me that framework was well positioned for the revenue meta due to our holdings I couldn't agree more. My advice to founders is that if you are in memecoin crime or fake business pivot to the revenue meta
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