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@elindinga
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Global Head of Research & Founding Venture Partner @21shares. Down the crypto rabbit hole since 2014. Personal views only & no financial advice.
Here
Joined May 2012
Job’s not done @shayne_coplan
“There's tens of millions of people who are looking at the odds. And it's mid-hundreds of thousands of people who are trading,” says Polymarket CEO Shayne Coplan. His ultimate goal? A billion users. https://t.co/quQLiGKbdx
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��Every market valuation is a number from today multiplied by a story about tomorrow, and the stories change much faster than the numbers.” — @morganhousel
A few things here: 1. The point of my piece was not "Ethereum is Amazon." It was not a business model comparison, so debating Amazon's profitability is really not the point. 2. That said, Amazon had very small profit for most of its history, with net margins around 1-3%. These
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Oh no… Polymarket can’t be cursed by a Forbes cover. 😂 Please, it’s one of the few consumer projects with real and growing user adoption!
One year ago, the FBI raided Polymarket founder Shayne Coplan’s apartment. Now, the college dropout is a billionaire at age 27. Read more: https://t.co/qnXSV3bTnY
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Can L1s be assessed and valued as cities or even tech hubs? Like @hosseeb, I think so, since network effects and value creation are the common denominators. For the first time in history internet-like protocols can be monetised and bootstrapped through token incentives. I
medium.com
Every week the Mosaic research team will delve into important topics within the cryptoasset space.
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How was Thanksgiving? 🦃 Did grandma brag about her performance with SPY vs your altcoins? ;) Hope you read my latest article on the parallels between Bitcoin/crypto today and the Internet in 2003. Some of you texted me that it was helpful for channeling conversations 🙏
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In the short run, the stock market is a voting machine, in the long run, it’s a weighting machine. Love this gem from legendary investor, Peter Lynch. Similarly to stock, digital asset earnings will be the main drive of token holder value in the long run.
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Great illustration by Pomp hitting home my article above 👆
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Great post by @hosseeb!
In Defense of Exponentials I used to tell founders, the reaction you are going to get to your launch is not hate, it’s indifference. By default, nobody cares about your new chain. I have to stop telling them that now. Monad just launched this week, and I’ve never seen so much
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It's hard to explain to people today but 2014 and 2015 were the most painful years to be a Bitcoin bull.
bitcoin price on thanksgiving 🇺🇸🦃 2009 $0 2010 $0.28 2011 $2 2012 $12 2013 $1,007 2014 $369 2015 $356 2016 $737 2017 $8,071 2018 $4,303 2019 $7,436 2020 $17,113 2021 $59,008 2022 $16,583 2023 $37,311 2024 $95,737 2025 $91,000
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.@tomwanhh and I featured in the same article, who would have thought? 😎 https://t.co/kZWj2AAYxi
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the most 0-to-1 thing in crypto right now is stablecoin-enabled credit when u can move money at the speed of light, money spends less time "in transit", and more time generating yield
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It’s that time of the year… Happy Thanksgiving y’all! 🦃 Don’t forget: There is no alt-season; the future will be shaped by real-world consumer and corporate value through a k-shaped recovery. Some sectors will do well via revenue and substance, others will need to prove
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What makes 2025 Bitcoin and crypto’s moment comparable to the internet in 2003? Why should we be cautiously optimistic about Bitcoin and crypto’s future despite recent volatility? This publication explores the striking parallels between two technology revolutions and explains
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Polymarket is one of the most viewed websites in the world. 15.8m visits in October, up 80% from August. Coinbase website traffic was down over same period. The craziest thing about Polymarket brand recognition is that the exchange is still not live for Americans to trade.
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“You should never be ashamed to admit you have been wrong. It only proves you are wiser today than yesterday.” — Jonathan Swift The next generation of consumer products will be built on blockchain rails without end users realizing it. @Polymarket was the first. @Klarna is next!
I said it then (feb 2025) and I will say it again: We were wrong on crypto and on bitcoin, must rethink! Being "last" I thought no one would care... but the reception was massive, so many reached out! Nice to see first thing out there, MORE to come... https://t.co/aLPo27vyDD
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💡Tip on how to predict the future: Focus on what’s stable and timeless—human nature. The surviving networks will build products on what will not change: customers’ desire for low prices and fast delivery. No one wants high transaction costs and slow transfers. If Ethereum
Ethereum is today where the Internet was in 1996: essential, invisible, and profoundly mispriced.
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Bitcoin, $BTC: -33% The real question is how long the bear market will last. For now, it could last a quarter. But what are the elephant-in-the-room macro and geopolitical risks? 1/ The Bitmain investigation over potential US national security threats will delay rig
Percentage Decline From Record High: 1. Oracle, $ORCL: -44% 2. Palantir, $PLTR: -30% 3. Meta, $META: -27% 4. AMD, $AMD: -27% 5. Tesla, $TSLA: -22% 6. Netflix, $NFLX: -22% 7. Nvidia, $NVDA: -19% 8. Amazon, $AMZN: -17% 9. Microsoft, $MSFT: -16% 10. Broadcom, $AVGO: -15% Many of
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