pythianism
0 フォロー
4 フォロワー
3 いいね
0 共有
翻訳
Jesse is the Zohran Mamdani of crypto
High caloric content
No nutritional value
Hyperliquid
High caloric content
No nutritional value
Hyperliquid
翻訳
After you've generated sustaining fees and built moneyness into the native asset, the true test of a L1 is whether you can get a native project/primary liquidity hub of a $10Bn+ app built on top of you
Food for thought
Food for thought
翻訳
As data comes in realizing I have to recalibrate my expectation as to how much MKR is likely lost
I can get to 65-70% from the custodians that will ostensibly migrate last minute but unclear how much more than that is really out there
Nice
I can get to 65-70% from the custodians that will ostensibly migrate last minute but unclear how much more than that is really out there
Nice
翻訳
Crypto does not need to be the driving force behind the next epoch of consumer internet to be wildly successful
With 1-2Bn MAUs AI is clearly what is driving internet usage globally; Crypto can live comfortably downstream of this megatrend and play a leading role in redefining capital markets, SoVs, stablecoins and financing much-needed AI CAPEX on chain
Thats a $10Tn+ opportunity right there; there is no need to shoehorn the Web3 bullshit
Its Crypto and it always has been for people who actually use the chains
With 1-2Bn MAUs AI is clearly what is driving internet usage globally; Crypto can live comfortably downstream of this megatrend and play a leading role in redefining capital markets, SoVs, stablecoins and financing much-needed AI CAPEX on chain
Thats a $10Tn+ opportunity right there; there is no need to shoehorn the Web3 bullshit
Its Crypto and it always has been for people who actually use the chains
翻訳
Crypto does not need to be the driving force behind the next epoch of consumer internet to be wildly successful
With 1-2Bn MAUs AI is clearly what is driving internet usage globally; Crypto's role in redefining capital markets, SoVs, and is a $10Tn+ opportunity that lives comfortably downstream of AI adoption
There is no need to shoehorn the Web3 bullshit
Its crypto and it always has been for people who actually use the chains
With 1-2Bn MAUs AI is clearly what is driving internet usage globally; Crypto's role in redefining capital markets, SoVs, and is a $10Tn+ opportunity that lives comfortably downstream of AI adoption
There is no need to shoehorn the Web3 bullshit
Its crypto and it always has been for people who actually use the chains
翻訳
Shoutout to @coingecko for listing $SKY!
66 is a very auspicious start
66 is a very auspicious start
翻訳
Someone yesterday told me that framework was well positioned for the revenue meta due to our holdings
I couldn't agree more. My advice to founders is that if you are in memecoin crime or fake business pivot to the revenue meta
I couldn't agree more. My advice to founders is that if you are in memecoin crime or fake business pivot to the revenue meta
翻訳
The frame around every crypto cycle is generally a risk cycle at a macro level
I base my timing moreso around the AI capex cycle as it is driving the risk cycle/capex cycle globally; chip/data center has 2 years of contracts locked in and OpenAI publicly announced 10bn in ARR only extends it further to 2030
I also strategically use rainbow wave charts unironically because other people use them
Stonks and coins will have a fundamental driver for a long time
I also want a call option on infinity if AGI hits i.e $1m btc
I base my timing moreso around the AI capex cycle as it is driving the risk cycle/capex cycle globally; chip/data center has 2 years of contracts locked in and OpenAI publicly announced 10bn in ARR only extends it further to 2030
I also strategically use rainbow wave charts unironically because other people use them
Stonks and coins will have a fundamental driver for a long time
I also want a call option on infinity if AGI hits i.e $1m btc
翻訳
If the banks understood what was going on with all this crypto M&A they would be very worried
翻訳
Bill Gurley talking about tokenizing securities as the path forward for the IPO market
原文参照
DeFiはほぼ5年間のベアマーケットから登場し、著しい分散が見られます
DegenSpartanがこれを見ることができないのは残念です
DegenSpartanがこれを見ることができないのは残念です
原文参照
ティッカーは$SKYです
翻訳
Congrats to the @PlasmaFDN on the $XPL ICO
Trillions!
Trillions!
翻訳
Scott Bessent is trying to sell $10Tn of debt per year while Sam is openly talking about financing the $1Tn cluster
AI is already 1 order of magnitude below state financing needs and growing quickly
At $250Bn+ the backing of stablecoins is the only non-state 12/13 figure pool of capital and I expect it will be used somehow to finance the $1Tn cluster
Years away
AI is already 1 order of magnitude below state financing needs and growing quickly
At $250Bn+ the backing of stablecoins is the only non-state 12/13 figure pool of capital and I expect it will be used somehow to finance the $1Tn cluster
Years away
翻訳
Also can I just say all of you muppetos complaining about low float high FDV this is exactly how tradfi does it and they unlock the whole boat at 6 month cliff send xeet
翻訳
$CRCL has me p bullish $XPL and $SKY/$MKR
翻訳
Folks the IPO/ICO window is open
翻訳
Wow, $CRCL
原文参照
現在、トークンがない2つのグループの人々
- 小売エアドロップ
- 取引所
でも、あなたたち2人を愛していないわけではありません
- 小売エアドロップ
- 取引所
でも、あなたたち2人を愛していないわけではありません
翻訳
👀
$MKR / $SKY
$MKR / $SKY
さらにコンテンツを探すには、ログインしてください