pythianism

Jesse is the Zohran Mamdani of crypto

High caloric content

No nutritional value

Hyperliquid

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

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

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

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

Shoutout to @coingecko for listing $SKY!

66 is a very auspicious start

Kāds vakar man teica, ka šis ietvars ir labi pozicionēts ieņēmumu metai mūsu turējumu dēļ

Es nevarētu piekrist vairāk. Mans padoms dibinātājiem ir, ka, ja jūs esat memecoin nozieguma vai viltus biznesa jomā, pārvērsties uz ieņēmumu meti

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

If the banks understood what was going on with all this crypto M&A they would be very worried

Bill Gurley talking about tokenizing securities as the path forward for the IPO market

DeFi has emerged from an almost 5 year bear market with significant dispersion of course

Shame that DegenSpartan isn't here to see it

Tikeris ir $SKY

Congrats to the @PlasmaFDN on the $XPL ICO

Trillions!

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

$CRCL has me p bullish $XPL and $SKY/$MKR

Folks the IPO/ICO window is open

Wow, $CRCL

Divas cilvēku grupas, par kurām man pašlaik nav žetonu

- mazumtirdzniecības gaisa pilieni
- biržas

Tas nenozīmē, ka es jūs abus nemīlu

👀

$MKR / $SKY

We plan to launch a few markets on @HyperliquidX once HIP-3 is live with help of some friends

The CEX listing process is deeply broken and we must find new pathways to liquidity that are fair to all participants

Permisionless tech enables us to opt out of broken systems