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hmalviya9
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A 32 Pages Long Research Report on $AO is Live on @dyorcryptoapp for pro users.
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hmalviya9
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$AVAX might be a sleeper here. > Major partnership announcements lately (FIFA L1, Bergen County tokenization ~ $240B) > AVAX trench is getting popular, 3x spike in DAUs in the past 30 days > Avalanche C-Chain is doing around 13.9M daily txs, which is up by 50% from the previous month > Avalanche C-Chain fees are up by 120% in the past 30 days > Avalanche ETF has been filed by VanEck, indicating potential institutional interest I am anticipating an institutional narrative around $AVAX to form in the near future, which may also include the formation of a public crypto vehicle around $AVAX.
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9 out of 10 bets you take purely based on hopium will fail—not because they go straight to zero, but because you expected more. New extractors will come up with new hopiums, herds will forget the old pain and risk again, but hopium, being the worst drug in crypto, will kill you.
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Arbitrum is the only L2 which capture MEV, creating an additional revenue funnel which makes around $30K per day.
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Public Crypto Vehicles. The Institutional Playbook We Should Know. It will fuel the next rally in the market [in a new form] 🧵
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When incentivization in the sharing economy starts to shift from labour to capital allocators, it becomes an extraction racket, and that’s what I am clearly seeing to be happening with web3 right now.
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