
kelington
@kelxyz_
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2009-2017: hard money. 2017-2024: programmable money. 2025-2030: intelligent money.
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RT @defi_monk: Last Friday was my last day at @MessariCrypto. It’s been an absolutely incredible experience, and I truly believe Messari….
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RT @Adam_Tehc: A delay in the underlying dataset for my Pump dashboards led to 24 hour volume calculations seeming much lower than they sho….
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yeah as frothy as it seems I lean towards "no" on the question of: does the proliferation of altcoin strategy companies mark the global top of the maket?. leaning towards trend testing before unit bias trick swoons retail + juiced reflexive yields swoons tradfi. lower then higher.
this is a great read but also my takeaway is “damn the investment trust trade went on for a very long time before it imploded”.
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yes. if we assume that:. > biggest companies + BTC to 5-6T.> The next class of winners to 1T.> Hype succeeds in winning a material % of world finance.> Jeff continues to long his longs, doesnt sell or defers team vest.> Forget $800 per point, $800 per coin.
@kelxyz_ Still early tbf, hyperEVM wasn’t even compitable till like mid April.
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