Ishan Haque
@ishanhaq
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One of the reasons a lot of you love @shufflecom is because of the original games. Very, very few casinos do a good job with them. I think high-quality, fast originals should be the standard across all casinos, and there should be more attempts at truly new, fun originals. So
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RT @GamefiCrusher: $SHFL ( @shufflecom ) @nansen_ai Onchain Analysis. ✏ Executive Summary.Current Price: $0.3215 (+10.3% in 24h).BULLISH -….
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$SHFL price action hints people are waking up to a major disconnect in the revenue meta: $HYPE trades at 150x $SHFL despite being only 20x larger
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RT @0xlaiyuen: Shuffle $SHFL just added $1.2m into the lottery pool - this is equivalent to 8m weekly rev (416m annualised, 180m if annuali….
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One step at a time, more sites will have GOOD originals. Excited that brands on Hub88 now have access to @betorigami 🫡.
We’re officially live on Hub88. Casinos can now launch the highest-quality original games, fully customised with their branding and styles. These are the games that drove @shufflecom to a top-five global crypto casino - now available for every Hub88 partner to make their own.
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Someone just won $2.5M USDC on $SHFL Lottery. This life-changing money goes straight into their wallet and they can withdraw instantly. Wonder what they'll do with the money. Congrats!
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RT @simononchain: the revenue meta has some weird quirks. $shfl pays holders actual usdc from real revenue, would rank 12th on defillama if….
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In a world of uncertainty, fundamentals ensure peace of mind… . $SHFL.$HYPE
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Then you zoom out, $8T eventually becomes $50T as things accelerate . Maybe institutions/retail need more exposure. Maybe there’s a whole new class of holders. Boom of stables reduce friction into alts. You start giving up your coins to the humanoids. Lots can and will happen!.
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My best guess is, of the $8T coming:. - most will flow to what’s frictionless, most of the upside coming will be in the public equity layer (sell asset, buy asset).- btc will lead (treasury/ETF buying) but as reg clears other majors will catch an institutional bid (eth/sol?).-.
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So that means, crypto as a whole (BTC, stocks, startups) will likely go from being worth $3T to $10T prob next 18 months with current acceleration. Question is which layer in crypto will the money go to? Which has least amount of friction?.
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Current crypto layers as tradfi vacuums:. $3T = crypto itself (BTC/alts).$.16B = crypto public companies.$.1B = crypto private companies . Total = ~$3.3T.
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Reasonable tradfi cash that could come to crypto in the short-term (next few years):. $7T = 5% of $128T stock market.$1T = 10% of $13T ETF.$.5T = 1% of corporate/nation treasury . Total = ~$8T up for grabs.
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$CRCL has ~10x’d in 2 weeks, going from $4B to $44B. $COIN breaking out. $MSTR treading ATH. Lots of tradfi money will be sucked from tradfi things into crypto things, but prob won’t be the layer of crypto you’re holding.
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True story! Who's getting married soon and wants to extend me an invite?.
@SahilZaveriMD @ishanhaq gifted me BTC for my wedding. It has 5x since then.
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Apple will likely open its checkbook soon to acquire something that will reinvigorate its position as an innovator (and when it does, it still won't help).
Sat down this morning with Apple executives and asked them about the Siri delays, the future of AI and more. Here's the first part of the interview. More to come later in the week.
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next 18 months we’ll all become those boomers on Facebook we love to make fun of for falling for everything they see.
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