Issue with making predictions in crypto far out is the narratives always change. A year ago it was Ordinals, restaking and high performant blockchains and now you get laughed out of a room for suggesting the first two
Only thing holding me back from being overly bearish on Circle is I haven’t heard one single person have a positive opinion on it since the S-1 dropped
VCs and any investors funding new stablecoin enterprises should be looking less at Tether's profit margins but rather the fact that the #2 player with 60B in circulation is paying $1B to an exchange while their own net income was 155M....
Shows the impact Saylor has had this cycle compared to last cycle. Especially crazy for 2024 if you include ETF flows. Between Saylor and the ETF, BTC has net flows of 62B…
Shows the impact Saylor has had this cycle compared to last cycle. Especially crazy for 2024 if you include ETF flows. Between Saylor and the ETF, BTC has net flows of 66B…
If you want a Mt. Rushmore of VC frenzy, we got to have 2021 Near. As the body language doctor when VCs heard nightshade never seen so shook. So when they pulled 350M I wasn’t surpass. I always said it has to be Ilya, Mustafa, Rushi, Sreeram and give me Sandeep
For the past month it feels like we have been getting 200-300M daily from ETF, Cantor bought 500M, about 700M a week from Saylor, and perhaps 200M from all the treasury companies all for Bitcoin
Crazy how fast the stablecoin space move. A year and a half ago it was nobody trusted anything besides USDC and Tether. Now you got USDe, Plasma, million new stablecoins via Pendle, stablecoin bill, Ripple/COIN circling Circle, banks forming strike team to go to war with Tether