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i already have to go to crypto twitter everyday
why would i go to a crypto conference
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hyperliquid gave its value away because it was the only way to win market dominance pumpfun is keeping its value for itself because it already has market dominance study being rational
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incredible to hear people complaining that pumpfun, an app which did hundreds of millions of dollars in *profit* *in its first year*, can’t possibly be worth 4B meanwhile sui is out here trading at 32B
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decided not to go to any conferences this summer and gained six weeks of productivity: > 1 week from not going to conference > 1 week from not being sick after conference > 4 weeks from not being overwhelmed by anxiety and depression about having to go to a crypto conference
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web2: >low market cap = scam >high market cap = legit web3: >low market cap = legit >high market cap = scam it’s insane people don’t realize just how innovative crypto has been
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i think we're still underrating the ways hyperliquid changes crypto for good. until now, tokens could *only* be valued on mimetics. bitcoin is pure mimetics; everything else was mimetic of bitcoin. but HL actually lets you value tokens on revenue. which means two things: 1. we finally have a valuation model that makes sense. mimetics can ebb and flow with macro news, but sustainable revenue is the only dependable model for investing in crypto. you make money or you die. 2. the only way to make real money from users is at the app layer. chains that trust they can maintain multibillion dollar valuations from mimetics alone are putting their fate at the mercy of the wind. if they want to survive, they need to own the apps themselves.
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