I made a crazy bet on Metaverses that turned my $100k into $10M+ in <12 months
I'm not cashing out, I'm doubling down by starting a $50M fund Geminio (
@geminiocap
) that will touch anything enabling ppl to own in digital worlds
ty
@jessicasier
!
1/
$SHFL airdrop amounts going out on Monday, you'll get a notification in your Shuffle account
Once again, thanks to everyone for supporting us in our first 12 months, we're only just getting started 🤝📈
We’ve spent very little $ to get here
Now that we have the budget, we’re gna take Shuffle mainstream in 2024
Get ready for the chart below to explode $SHFL
About time we updated this - interestingly, I hear a lot of claims that most of our volume is airdrop farming, yet we had our biggest month after we took the snapshot (Feb 1).
Internally, we found that the majority of our airdrop volume fell away around the start of November.
completely agree
money is meant to be earned and spent
no point in saving when you're young
reallocate every penny into things you enjoy, experiences, or asymmetric outcomes (doesn't have to be financial)
people who've started earning at an early age shouldn't optimise on saving money. they should spend as much as they can at a saving rate of 10% per month if they don't have any family obligations. your early 20s are the most adventurous part of your life. spend as much you…
@austin_rief
Two types of people:
Type A: Content with what they have but will never reach any type of scale.
Type B: More is never enough but will probably achieve things at scale.
Type A will overall live a happier life, and Type B knows this but learns to live with it.
Everyone should go listen to Tiny's
@awilkinson
Q&A he did for
@ShaanVP
@theSamParr
My First Million listeners.
His life reflections are just as interesting and helpful as the business 💎 he drops in the episode 👇
Editing my new pod 'Under Qualified' brings me back to the early days of MFM
my buddies worked for a merch company that made $9m in ONE day, got Mr Beast as a client and collasped within a week - this entire story is WILD lmao
Don’t confuse CT chatter and the fundamentals
We’re flying under the radar on CT but have exploding fundamentals
There’s a lesson in there
Study the purple coin
So... I thought something like, "this company is probs the best asymmetric bet on NFT/Metaverses/Crypto".
I went all in. This was an opportune time while it was delisted and people wanted out.
I ended up finding 7 SHs that essentially gave me their shares for free haha.
4/
Nobody really wanted anything to do with NFTs but my conviction grew.
In high school, I ran Minecraft servers where I sold virtual items and built immersive worlds.
This just made too much sense to me. The world needed to go this way.
S/O to my Arcane Prison players
3/
Jensen and Sam are the ultimate God-like figures for scale bros. Reaching a trillion was never the end game
It's marking the beginning of a multi-decade monopoly
"we'll help unlock $100T+ of value, so the byproduct is we'll end up being worth 5 tril+"
In summary here's why I think "Metaverse" assets will be deeply re-rated in the next decade
1. The internet is the perfect case study for what's about happen again.
1999 = 150m ppl on interwebz
2021 = 150m ppl on cryptowebz
Also 2021 = 5b ppl on interwebz
6/
Which is why the fund is Geminio (
@geminiocap
)
Technologies are blending to make magic real.
It's based on a Harry Potter curse that means anything it touches, multiples.
We want to multiply the physical world into the digital (+ we wud like fund to multiply too HAHA)
14/
Listen to this podcast if you want to hear about a badass company driving nft adoption thru gaming + my story of buying shares in the company which so far has made me a paper multimillionaire lol
Episode 523, we welcome Robby Yung CEO of
@animocabrands
, for an exciting conversation on the future of blockchain games. Also, hear a great story of a young man
@ishanhaq
who has become a multi-millionaire by banking on Animoca.
🎧
2. If billions onboard that means billions will start owning. When you own, you'll spend more.
Which house would you buy? Even though B is 20% more expensive.
🏠A is $1M. Resale value is $0.
🏠B is $1.2M. Resale value is $800K - $1.5M.
^My example for boomers lmao
7/
First, the crazy bet.
When I was 18, I put $2,500 into
@animocabrands
. Back then, it was a publicly listed company.
Soon after, the stock did really well until it got kicked off the exchange and suddenly my investment went to $0 lol
2/
5. Metaverses are essentially a new layer of GDP.
You're spending less time in the real world and > in a digital one. As the mechanisms like NFT's allow you to own and transactions ⬆️, these Metaverses should be valued like a city or country, not a stock. cc.
@TaschaLabs
12/
Timelines have just accelerated
Self-driving, humanoid robots, Mars colonization, high-speed travel, man-machine convergence all coming sooner than expected
Bros locked in
@sama
they shouldn't fuck with the literal reincarnation of Oppenheimer
blue-eyed architects of the future
leading tribes of wunderkinds to usher in the next era of magic
history does its cyclical dance, mirroring old tales in modern times
men who bend the arc of human progress…
4. $ coming from Big Tech, tradfi and
@ArnoldPoernomo
's massive degen bankroll (one of our advisors).
They're FOMO'ing metaverse. Their budgets are our margin of safety.
I think this is much, much larger than crypto.
Crypto is a feature, Metaverse is the platform.
11/
@RyannMcEnany
@VivekGRamaswamy
Not in favour or oppose Vivek (idc I’m Australian) but he know how to play the game
how is he not polling higher than DeSantis/Haley
TL looks like he obliterated chris/Haley tnite
3. Mark doesn't care about 10% pop on earnings, he's up at night thinking how he will 10x $1T in 10 years.
You don't do it by running apps, you do it by running entire worlds.
8/
@_El33_
@shufflecom
With other projects you just have to discount price due to risks associated with team anonymity…
we’re willingly doxxed. If you deposit your $ into a casino you should probably know who’s operating it imo
bullish $SHFL
In other words, the more time we allocate to something, the more money we'll spend and the more we'll care about it.
If you spent 2 hours at a pub, you're probably fine. If you stay there the whole night, you will probably get hammered and so will your wallet.
10/
When you see some of these Metaverses valued at billions and think they're expensive, look at the GDP of cities with ~1m ppl.
What's the split of your wallet between real-life and digital? As this evens out or potentially surpasses, these assets start looking cheap hehe
13/
Nvidia's billionaire CEO says he uses Perplexity every day.
Perplexity's CEO said in response, "Billionaires don't have time for links; they want answers. You know Temu's 'Shop like a Billionaire'? Perplexity is 'Search like a Billionaire'."
sum gud ceo-ing
@AravSrinivas
Come work directly with me! (and for a very fast growing startup)
(part-time, flexible hrs)
🇯🇵 Must be fluent in Japanese + English
🇦🇺 Based in Melb, Aus
Apply thru link or DM me
Cold emails is key 🧊📧
When there’s someone you admire, write them a 2 line email saying who you are and why they should meet you 🤔
Andrew read about Billionaire Dan Gilbert and sent him a cold email at 2am, received a response 10 mins l8r and met up the next month 🔑🔑🔑
@iholdspot
@UpTheVariance
If we're talking gross revenue, annualized is a lot higher than $145M.
But I think it's important to note that we buy back and burn based on our 'actual net gaming revenues'. Other tokens do it off 'theoretical gross gaming revenues'.
Theoretical GGR will always show positive,…
This TikTok of a gamer selling all of his Fortnite items for $5K has gone viral, with all the comments saying they wish they could this too (and for other games).
Ironic given how most Western gamers are anti-NFTs. Long way to go!
()
@Skaberlaberhey
Come to
@shufflecom
If you bust, you’ll be taken care of by our support/hosts - lots of bonuses up for grabs
And at worst case, you’ll be eligible to get $SHFL tokens from our next airdrop
DM if you want to switch and I’ll personally hook you up with a sweet depo bonus
We spend 1 hour a day and $10 on FB. That's only scrolling on newsfeed and msging people
How does Mark up up that?
Sucking more time out of your day and into his world. Working, gaming, events, learning, consuming content etc.
He needs more of your attention at scale.
9/
What also could be true is that most of retail might feel “priced out” of Bitcoin this time
So as instos keep bidding BTC and fomo builds to have *some* exposure to crypto, retail will flow into alts
And wherever retail goes en masse, some of the street will go to make some $
Lots of people expect for BTC profits to cycle into alts.
But this time is different.
The $500M of daily ETF inflows can't cycle into alts.
This is Bitcoin's time.
@willykeman
@sama
@AISafetyMemes
if he *really* cared about money, he would hoard it
people who are obsessed with money need to stack it > compound it > extend extend their power and influence
someone who spend $15m on a car dgaf and wants to get rid of money in exchange to enjoy smth they think is cool
I remember talking about Chamath's investment on a stock mkt forum 7 years ago (I was 16 lmao)
I was invested in Brainchip, which ended up becoming a unicorn (on hype) but not the next $100B or $1T AI chip co
what's funny is looking back on the post. Themeatically correct but…
@chamath
been plotting this Groq bag since '16, and he might make billions
smol traction so far, but it could become a compelling counter-narrative to $NVDA in the public markets
float it 25/26 & capture 5% of Thinking Sand™ mkt cap which wud be $100B+ (chamath makes min $5B)
"We've often said that Twitter is a billion-dollar company. I think it's many, many times that,"
@ev
wrote in a 2008 email when Zuck tried to acquire it for $500 million.
At the time, Twitter had 11 million users and valued at $104 million. Incredible conviction and foresight!