Alexei Falin
@alxfal
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co-founder @rarible # extreme sports lover # angel investor
Joined January 2020
1/ My X feed has generated more ROI than most of my portfolio companies. Wild part? I’ve been building it for almost 20 years.
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1/ On Losing Faith Is it over? Was it all a fever dream? Have we run out of steam? Is it time to pivot to AI for real this time? 2/ Everything is dead? BTC: DAT premiums down, nobody cares ETH: Stablecoin Alts: Crushed NFTs: Right click saved Meme coins: As expected tbh
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I hear you all like Venn diagrams. I also have one.
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Remember when Jack Mallers delivered the ultimate takedown of gold to Peter Schiff.
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Proud to share that I’ve recently stepped into the Chief Revenue Officer (CRO) role at @Rarible Grateful for our team, partners, collaborators, artists, collectors, and the entire community Couldn't be more excited to continue to shape the future of web3 together 💛
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NEAR Intents just hit $5 billion in all-time volume. A thread on Intents’ breakout growth and why it’s becoming the unified liquidity layer for cross-chain DeFi 🧵
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Here's what I see happening on 4 year cycles — Common view: people believe in 4 year cycles, and that 2026 will thus be a down year for BTC. First order effect: people thus sell in 2025 to avoid the down market year. Second order effect: the 2025 sellers cause 2025 to be a
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Globally, there's: ~$120+ trillion of wealth in equities ~$140+ trillion of wealth in fixed income ~$250+ trillion of wealth in real estate ~$100+ trillion in M2 / money ~$30 trillion in gold There's $1.9 trillion in Bitcoin. Bitcoin at $85k, $95k, $105k is all the same thing.
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A Chronology of Crypto Innovations and Hype Cycles 2014: Altcoins 2015: Ethereum Launch 2017: Bitcoin Forks 2017: dApps 2017: ICOs 2017: Bitcoin as Digital Gold 2019: IEOs 2019: CBDCs 2019: DeFi Foundations 2020: Bitcoin as a Macro Play 2020: Yield Farming 2020: DeFi 2021:
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congrats Jiho!
We got @AxieInfinity and @Ronin_Network on @pawnstars before GTA 6. I used to watch Pawnstars with my father so this was a full circle moment. The world is becoming more digital. Collectibles are becoming digital. Onward.
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BREAKING: AXIE AND RONIN SPOTTED LIVE ON PAWN STARS! @Jihoz_Axie, @cloudwhiteNFT, and Puffy pulled up to the legendary @GoldSilverPawn Shop in Las Vegas. Through their efforts, Rick Harrison and Chumlee have officially been onboarded to Crypto and the Ronin Network 🤝 🧵👇
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