
coldest nigga breathing | @BullpenFi @MarketBubble
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@TRAPJNR the incoherence is in denigrating deployers of coins but not the people trading the same coins, it does not make any sense, the app cannot exist without deployers & the coin traded at 500M FDV while making 1M/day, anybody couldve bought the token -75% off the VC round like i said it is not possible to name another company that has returned 1B+ to their users in the first 3 years, literally does not exist
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@TRAPJNR you cannot call the people launching coins bad actors and the people trading the same coins good actors, it is an incoherent argument, without the deployers there would be no platform and no coins for these people to trade & again, 50% of all revenues buy+burn the native token, which anyone can hold
@TRAPJNR their mechanics incentivize the core users of the app which are the people who launch & trade coins there they have spent 500M on this they have spent 450M buying+burning the token it is not debatable that this objectively rewards the users of app & every holder of the token
@TRAPJNR brother, would you go to vlad from robinhood and complain about traders not being profitable trading stocks on their exchange? surely you understand how ridiculous this would be, what you are saying here is the same thing, it's silly
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@TRAPJNR @ashrobin brother, creators of coins on a token launchpad are the primary users of the platform, dunno if you're being intentionally obtuse or not trading is extremely pvp, nobody is forcing anyone to play the token new pairs game, if you lose playing this game like me you simply do not play it and instead opt into owning the coin attached to the platform that enables this activity but saying they dont give back to users is just objectively not true, i urge you to find any business that has given back nearly 1B worth of value to users of their platform in the first three years - you will not be able to do so.
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@leviathan855367 @TRAPJNR @ashrobin simply not true, i dont know why ct expects coins that start at 0 to easily reach billions in liquid markets, this is a phenomenon that a very small selection of people have enough social capital to create, if it was easy to do then everyone would do it, pump has zero impact on this fact
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@TRAPJNR @ashrobin it very directly equals users, the people creating the coins are getting paid the most, the people trading the coins are also getting paid now via callout rewards they are a business that converts sol into cash for revenue yes, they also drive a lot of onchain activity for sol im not sure what people expect with most of these coins but 99.9% of them are purely attention markets, you would not expect the viral tik tok of the week to be the most popular tik tok a year from now, you should approach most memecoins with the same mindset, 0.01% of them will go very high but creating a product around launching coins doesnt change the lifespan of these coins at all
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@TRAPJNR @ashrobin pump has paid out -~500M in creator rewards to users of the platform, about 140M in Q3 of this year, this is direct cash to users theyve also spent ~450M of their revenue on buying back + burning the token this is nearly 1B in value given back to their ecosystem this is all onchain, the coin is mispriced because the discourse is dominated by people not actually using the app
the BIGGEST advice for anybody entering their first crypto cycle: 60-70% majors you can hold 6-12 months+: BTC, ETH, SOL, HYPE. add accumulation on a schedule, don't watch it 30-40% degen: onchain, momentum, perps. short timeframe stuff and JOURNAL every trade. thesis + invali
@MistaMiyagisWay for memecoins & onchain find a group of people to trade with you and figure out a good process for sharing ideas & finding coins early, use ai as much as possible to create more efficient strategies
@ashrobin stonk & pons are a different trade, neither was making 1M/day during a bear market with the lowest crypto activity in years, & neither has 2B in cash, while having equal amount of creator fees paid out as total revenue over past ~6 months, pump is proven to be durable
this coin is mispriced by a factor of about 20x
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@toly we are entering the singularity, dollars are going to be worthless as they are all printed+invested in the pursuit of achieving agi in the bull case where agi happens, holding bonds instead of assets will be very expensive when the largest companies dramatically increase their revenues in the bear case where agi does not happen & we get hyperinflation, you will need to be much more incentivized to be holding dollars therefore it makes sense why there must be a higher yield to hold debt instead & also why bitcoin is going to $1M per coin, the market is pricing in the probability of the doom loop or the probability of achieving a sentient ai god at the same time
you do not need anything else other than an internet connection & an iphone to make $1,000,000+ over the next 12 months tokenization supercycle + 24/7 perps + social trading emerging seriously for the first time as a global metagame is going to give insane opportunities to those terminally online that learn how to trade attention & virality
crypto entering the kind of market where every hour offline is expensive
@politicalmath @powerbottomdad1 everything is going to be tokenized
No team works harder than @ethena. They've been one of the hardest workers during the market down turn and have focused heavily on core issues that prevented the token reaching it's full potential last cycle. Just this month they conducted a buyout of certain seed investors' loc
dont think ppl realize how insane this is
@toly hey toly
@notthreadguy lets rip this
Threadguy says the 10 year yield gigamooning is forcing him to sell positions and hold Bitcoin instead of USD. "I didn't go parabolic, but Bitcoin ripped when the 10 year went crazy and everyone started spamming debasement." "The exact same thing is happening right now. We jus
the denominator is worthless, up only