@CavanXy : High signal on BTC @Cheshire_Cap : Thesis driven long/short @0xkyle__ : VC that nailed the CRCL trade @DiogenesCasares : Builder that nailed the CRCL trade @Evan_ss6 : Trader that nailed the CRCL trade
“What important truth do very few people agree with you on?”
Applied to crypto:
– Saylor: bitcoin’s volatility is the value prop – Telegram bots: people will trust private keys to servers for smoother trading – Ethena: users are willing to sacrifice decentralization if the yield scales – Memecoins: users don’t want infra, they want fun and upside – Hyperliquid: no VC, no marketing — just PMF and orderbooks > AMMs – Circle IPO: stablecoin narrative > financials; demand is narrative-driven
“What important truth do very few people agree with you on?”
Applied to crypto:
– Saylor: bitcoin’s volatility is the value prop – Telegram bots: people will trust private keys to servers for smoother trading – Ethena: users are willing to sacrifice decentralization if the yield scales – Memecoins: users don’t want infra, they want fun and upside – Hyperliquid: no VC, no shill — just PMF and orderbooks > AMMs – Circle IPO: stablecoin narrative > financials; demand is narrative-driven