Justin Bram
@JustinCBram
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figuring out what's next ||| one of the lads at @0xSteadyLads
New York
Joined July 2020
imo people put way too much sauce on everything. sandwiches/burgers/bowls are getting way too "messy". Sauce won't save the meal. something to think about on this holiday weekend.
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RT @JustinCBram: PSA: from August 29th - September 7th Tom Lee is on vacation with his wife to Korea to see friends and look at art.
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counterpoint here is that we actually are in a bubble (always have been). if you scroll through coingecko sorted by FDV you'll see hundreds of projects worth billions of dollars that are actually worth 0 or maybe single digit millions.
We haven't seen anything like this yet. not even close. Cycles are bubbles. Bubbles pop because of froth. Where's the froth?. Is the dumbest guy you know a millionaire bc he bought monkey jpegs?. This is why it's so hard for me to have an actual opinion on where we are in.
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RT @goodalexander: I met with Peter Thiel once. I pitched him on a system to detect trends. he told me it wasn't interesting because by the….
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Is this illegal or is this the purpose of prediction markets?.
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RT @AviFelman: If we don’t hit at least 100m on this we’ve failed. Terminal revenue, podcast revenue… Jonah and I are gonna work this thing….
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PSA: from August 29th - September 7th Tom Lee is on vacation with his wife to Korea to see friends and look at art.
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happy ath day to all who celebrate.
Base case here is if we can hold 4400 through the Sunday night open I anticipate a strong impulse up with new ATH next week as long as legacy doesn’t nuke us.
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RT @0xSteadyLads: We're going LIVE RIGHT NOW for a special episode with @udiWertheimer! 🫡. LINK:
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as bram cap hits its high watermark, i remind myself publicly that i was standing at the *gates of hell* in H1 2025 after roundtripping a generational return. for that reason, I will stay humble and TP early and often. will update you all here upon my next sale.
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If you found this thread helpful, feel free to use my link, which gives me a 10% bonus in allocation points. But no pressure either way, will keep sharing stuff as I see it regardless.
app.usd.ai
The yield-bearing synthetic dollar backed by AI infrastructure.
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The important thing to note is the level of risk you're taking on lending to the GPU market. The good news is not much until the TVL is wayyy higher. For now, the capital is mostly just in TBills.
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Not going to share too much about the product itself as this article does a great job and would recommend reading the thesis in full before depositing. Seems like a very credible market they're attacking IMO and there is potential for PMF.
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