
coldest nigga breathing | @BullpenFi @MarketBubble
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@AvgJoesCrypto onchain bottomed first, majors did not move until after, coins going from 0-> few hundred million in few weeks will always result in a 75-80% drawdown & consolidation afterwards, next leg up will be led by majors & cex alts btc/hype/zec/pump etc, which will increase retail interest & continued traction of mobile apps will lead to the next leg higher for onchain coins, believe pump at all time highs will be great catalyst for higher ceilings for onchain coins
bought these identitymd nfts for like $200 each and they're going for $8k rn
Rasmr says MrBeast is building a “biological viewbot farm” by bringing internet to Africa “MrBeast is getting more views. He just had his most viewed video of all time yesterday. Where the fuck are these humans spawning from? Everybody already knows who MrBeast is. Who are the n
bought this identitymd nfts for like $200 each and they're going for $8k rn
@quasimatt incredible
@captain_kole im going 1000x long on paper trade and nobody can stop me
i don’t see much value in trying to map this cycle one-to-one with 2020, 2023 or 2024 the closest setup for me is the DeFi expansion in 2020-21, when a completely new vertical brought billions of dollars onchain this time, stablecoins and especially tokenized stocks are opening up another new market while pulling in retail, institutions and developers at the same time new verticals create new flows, new products and a lot of speculation, that’s the framework i’m using for this cycle
I feel awkward about being in New York. I don’t like it here, but when my grandfather died, only direct family members could take over his rent controlled lease in Tribeca, and I was the only one willing to live with him and take it. The rest of my family wants to live in the Mid
bro said $300/mo
My favorite teams to work with are the ones that don’t sleep until the product launches, pivoting quickly + multiple times until they find their rhythm or signs of pmf, and will fly anywhere in the world on a dime to double down on growth. There’s something about that rhythm and
cook szn
everyone had 12 straight months to be miserably bearish and hate coins now it’s time to shut the fuck up and listen to the market
up, a lot
thesis around buying bitcoin spot here is same as its always been hardest form of money non-seizable by govts & transferable cross borders instantaneously w/ out hassle, not affected by persistent devaluation of dollars & long term store of value to preserve wealth digital gold
another reason why i am so bullish bitcoin here last cycle it did not even make a new ATH against gold, if you believe in the thesis that $BTC is the best form of digital hard money then the gap between $BTC & $XAU is going to continue to close gold is $30T, btc is $1.7T & the closer this gap gets the more it makes sense for governments to hold bitcoin on their balance sheets the same way they do with gold
hey
ai16z walked so virtual could run so $imd could fly
ai16z walked so virtual could run so $imd could fly
@divotends_ @ParallelAiRev s/o econoar
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@BitGod21 the most successful launchpads will get similar premium to L1s IMO, especially if custom token pairings become popular, pump has great economics & facilitates the most common activity on all blockchains which is tokenization stablecoins, perps, tokenization - believe this is the core trifecta, hyperliquid realized this also which is why they capture economics on all 3, pump just very good at the last one for now
@ParallelAiRev they ignored me when i flipped bullish eth but now they see the vision, multi-cycle dev shipping novel tech at intersection of ai x crypto x speculation, will always get bid by the eth whales
@toplonging its not the same feeling.
just insane numbers man