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Only reason I came back — Micro
Only reason we’re not pumping — Macro
Micro? New meta, non-crypto businesses entering crypto — similar dynamic to the crypto + ai meta.
I.e. Dupe + Startup barbell remains unchanged — just a matter of liquidity — which is a matter of time.
Only reason we’re not pumping — Macro
Micro? New meta, non-crypto businesses entering crypto — similar dynamic to the crypto + ai meta.
I.e. Dupe + Startup barbell remains unchanged — just a matter of liquidity — which is a matter of time.
The real top of liquidity was in January.
Even bitcoin didn’t really perform — It just came back to previous ATHs.
A testament to how poor risk-liquidity really is — alts barely moved — memes struggle to break past $10M, let alone $100M.
Even bitcoin didn’t really perform — It just came back to previous ATHs.
A testament to how poor risk-liquidity really is — alts barely moved — memes struggle to break past $10M, let alone $100M.
The real top of liquidity was in January.
Bitcoin is the only asset that performed well since — a testament to how poor risk-liquidity really is — alts barely moved — memes struggle to break past $10M, let alone $100M.
Bitcoin is the only asset that performed well since — a testament to how poor risk-liquidity really is — alts barely moved — memes struggle to break past $10M, let alone $100M.
You’d be surprised how many KOLs are in my messages talking about how they like the meme but don’t shill it because they couldn’t get a good entry.
Now’s your chance.
The product is the market cap.
Now’s your chance.
The product is the market cap.
Selling when prices are down?
Buying when prices are up?
Good luck getting rich.
Buying when prices are up?
Good luck getting rich.
PvE doesn’t mean every influencer.
PvE means the market.
There’re tokens with several influencers over 1M followers collectively that are struggling to break past $10M — and there’s one that uses it as support.
For the meta —
For its novelty —
The market has decided.
PvE means the market.
There’re tokens with several influencers over 1M followers collectively that are struggling to break past $10M — and there’s one that uses it as support.
For the meta —
For its novelty —
The market has decided.
Finally, some strength.
Inevitably, they’ll all catch on.
The product — has always been, will always be — the market cap.
Inevitably, they’ll all catch on.
The product — has always been, will always be — the market cap.
The anti-fundamentals coin.
I agree — Launchcoin /= Ai16z
One had deeper execution risk + a product that shipped slop bots + a falsified TAM.
The other’s doing something simple — with a higher probability of success + something the world actually needs.
Tokenisation of everything > Slop bots
One had deeper execution risk + a product that shipped slop bots + a falsified TAM.
The other’s doing something simple — with a higher probability of success + something the world actually needs.
Tokenisation of everything > Slop bots
I agree — Launchcoin /= Ai16z
One had a lot more execution risk + a product that shipped slop bots + a falsified TAM.
The other’s doing something simple — with a higher probability of success.
As for the TAM:
Tokenisation of everything > Slop bots
One had a lot more execution risk + a product that shipped slop bots + a falsified TAM.
The other’s doing something simple — with a higher probability of success.
As for the TAM:
Tokenisation of everything > Slop bots
Internet capital markets isn’t a meta.
It’s what crypto is supposed to be.
Believe might be a meta — But the tokenisation of assets, companies, markets is inevitable.
It’s what crypto is supposed to be.
Believe might be a meta — But the tokenisation of assets, companies, markets is inevitable.
“Send me your addy”
It’s done — We’re definitely replacing traditional finance — as the boomers die out, the next generation isn’t going to ask for your IBAN. They’re going to transact in cryptographic currency.
It’s done — We’re definitely replacing traditional finance — as the boomers die out, the next generation isn’t going to ask for your IBAN. They’re going to transact in cryptographic currency.
We’re already on a trajectory where more companies are deciding to issue tokens instead of stocks — more businesses on-chain + more tokens.
The meta for this already exists +
The ideal mockery of this shift already exists.
Position accordingly.
The meta for this already exists +
The ideal mockery of this shift already exists.
Position accordingly.
Product?
Market cap ™
Market cap ™
For an industry that preaches no crying in the casino —
A lot of crying happened when I came back — bought a token — and wrote about it.
If anything, felt validated that people could get so mad when I’m in a trade that isn’t theirs.
A lot of crying happened when I came back — bought a token — and wrote about it.
If anything, felt validated that people could get so mad when I’m in a trade that isn’t theirs.
The product is the market cap.
This isn’t even startup coded.
It’s crypto coded.
What’s bitcoin’s product? Be real.
This isn’t even startup coded.
It’s crypto coded.
What’s bitcoin’s product? Be real.
Unironically, when the product is the market cap — the product improves when they buy, as well as when they sell.
I.e. distribution.
I.e. distribution.
A meme on launchcoin will flip it.
You’re in the trenches.
Not Silicon Valley.
Find its original meme.
It’s timestamped on-chain.
The product is the market cap.
You’re in the trenches.
Not Silicon Valley.
Find its original meme.
It’s timestamped on-chain.
The product is the market cap.
Look for novelty.
Not another doge beta.
Not another popcat beta.
Not another launchpad beta.
Not another fartcoin beta.
Newsworthiness comes from novelty.
Newsworthiness is where most catalysts lie.
Newsworthiness isn’t about media.
It’s about people talking about it.
Not another doge beta.
Not another popcat beta.
Not another launchpad beta.
Not another fartcoin beta.
Newsworthiness comes from novelty.
Newsworthiness is where most catalysts lie.
Newsworthiness isn’t about media.
It’s about people talking about it.
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