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qw-1
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robinhood+hyperliquid+pump r going after incumbent crypto cexes. if i were the latter this would be the #1 thing that keeps me up at night.
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stablecoin is quickly becoming consensus among vcs and founders
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as the memetic value of most tokens compress to zero and the number of revenue-generating projects remains limited, more n more ppl on chain will want to own assets like stonks and real estate without off-ramp. this is the medium term bull case for rwas.
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l1 monetary premium will likely compress to zero in the coming years and the process probably already started 1-2 years ago
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micropayment-based social network / marketplace is an exciting new space that isn't possible without crypto and @alliancedao has funded a few in this space, @timedotfun being the notable example. there will be a couple more launching in the coming months focusing on different niches and i cant wait to unveil them.
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arbitrage that @alliancedao has exploited for years: - widespread misconception that u need a lot of money and a big team to achieve something great - young technical founders without a polished resume r severely undervalued - apps r priced at 1 or 2 orders of magnitude lower than infra despite as big if not bigger of a tam - the only way to really understand this space is to use the products yet most ppl r too lazy to do this
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