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@lowercaseboot

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tier 7 KOL. building tools. previous @google.

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Joined December 2017
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@lowercaseboot
boot
11 months
The longer I spend in crypto, the more I realize that most people don't have an end goal. No matter how much money they earn, they won't improve themselves in any meaningful way. There are people sitting on 7-8 figure portfolios, embroiled in petty Twitter drama, with no.
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@lowercaseboot
boot
3 hours
Funny how CT has a new “long-term thesis” on $PUMP every 24 hours entirely based on whether the price went up or down.
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@lowercaseboot
boot
1 day
Wow!. Who would’ve guessed that the guy who made $1B by understanding what crypto actually wants would…. a) know how to TGE properly.b) put the pump on the coin post TGE. Certainly not CT. Certainly not me either. I'm shocked.
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@lowercaseboot
boot
2 days
People are completely mid-curving the fact that $PUMP already absorbed most of the meaningful on-chain buy pressure during the ICO and the first 1–2 hours post-TGE. The next leg will be driven by CEX crime and buybacks. This is literally just getting started.
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@lowercaseboot
boot
2 days
I feel like I can get better alpha from my uber driver at this point than CT. At least that guy’s making money off his XRP bags. Your thesis can’t just be that you don’t like the industry or the “current thing”. You’re supposed to be figuring out how to make money, you gronks.
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@lowercaseboot
boot
2 days
People are completely mid-curving the fact that $PUMP already absorbed most of the meaningful on-chain buy pressure during the ICO and the first 1–2 hours post-TGE. The next leg will be driven by CEX crime and buybacks. This is literally just getting started.
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@lowercaseboot
boot
3 days
I think KOLs hate the creator economy meta because it makes them completely redundant. Some zoomer can say whatever they like on stream, grow an audience, grow influence while snorting Addy in some Airbnb, on a vertical that’s completely independent of CT signing off on it.
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@lowercaseboot
boot
4 days
This industry spent billions trying to convince you that NFTs were the path to mass adoption, yet the idea of tokenizing streams and the creator economy is somehow ‘too crazy’ for CT to endorse. It's literally the path of least resistance you plebs. Don't be retarded.
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@lowercaseboot
boot
5 days
My stable coins are not going up.
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@lowercaseboot
boot
6 days
There’s a reason I’ve been telling y’all about this for weeks - it’s a narrative lay-up, and the KOLs are only just starting to push it. They can claim the win for 'calling it first', but they’re working for my bags now.
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@lowercaseboot
boot
21 days
Most people are mid-curving the streamer meta. Don't get stuck debating whether the streams are “good” or if the creators are “entertaining”. Just understand that:. Platforms need to inject capital into streamer coins to create flagship tokens. That’s what attracts new talent.
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@lowercaseboot
boot
7 days
This. I don’t understand how people aren’t seeing this. There are 5-6 solid streamer tokens right now with insanely low market caps relative to the news. It’s not even about each one performing incredibly well on its own. Look at the celebrity meta as an example - one runner.
@Jack55750
Jack
8 days
Threadguy says Rasmr could make $30,000,000 from the Pumpfun airdrop
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@lowercaseboot
boot
7 days
This is playing out how I thought. > 3% to streamers = cash money.> 2.4% ecosystem fund = onboarding fund. Don't worry about the rest of the chart. Look at what this means for streamer coins and current valuations. Price go up is basically guaranteed.
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@lowercaseboot
boot
8 days
Some thoughts on the pump token timeline. > Pump TGEs at $4B FDV.> Sentiment is neutral.> Smart buyers accumulate.> Pump Fun teases Pump Chain.> Streaming infra gets reworked and soft launched.> PF locks in major IRL streamers to win attention/users.> Capital is deployed.
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@lowercaseboot
boot
7 days
RT @blknoiz06: crypto app makes $630M in total revenue in < 1 year, & is raising another $1.3B in latest token sale. so they'll have ~$2B i….
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@lowercaseboot
boot
8 days
Some thoughts on the pump token timeline. > Pump TGEs at $4B FDV.> Sentiment is neutral.> Smart buyers accumulate.> Pump Fun teases Pump Chain.> Streaming infra gets reworked and soft launched.> PF locks in major IRL streamers to win attention/users.> Capital is deployed.
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@lowercaseboot
boot
8 days
I've spoken on this many times. The biggest issue is that 99% of CT influencers want to be influencers first, and subject matter experts second. The industry is irrelevant - they'd do it with any other form of content if they had an angle. That's why they can only respond to.
@0xQuit
Quit
9 days
I said fuck influencers and got some backlash, so let me explain. Influencers are not people that happen to have a lot of followers, just like traders are not those who have a few swaps on Coinbase. In my mind, an influencer is somebody for whom influencing is their primary.
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@lowercaseboot
boot
9 days
I'm not sure why everyone is mid curving streaming as inconsistent with crypto users. Whether CT backs the tokens long-term is irrelevant. The TAM is 1.5B people and audiences don’t care what platform they’re on. Money solves the user acquisition problem-and pump fun has.
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@lowercaseboot
boot
9 days
People making their investment thesis on pump fun before any actual details is low-key retarded. We have FDV info, nothing else. I know people dislike Alon for not “giving back,” but there are greater regulatory and compliance issues at play. Turning on the crime button too.
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@lowercaseboot
boot
10 days
To add to this. There is a list of accounts that I use as top signals to counter trade. @NFTwap aptly coined them the "pan handler cabal" but I prefer the "larp industrial complex". Working on a public list for y'all rn.
@lowercaseboot
boot
10 days
If I've learnt anything from CT it's to counter trade consensus. Right now that's. - Pump fun is dead.- Streamer tokens are dead.- Kaito / yapping = valuable .- Bonk is the best launchpad . Do with that information what you will.
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@lowercaseboot
boot
10 days
If I've learnt anything from CT it's to counter trade consensus. Right now that's. - Pump fun is dead.- Streamer tokens are dead.- Kaito / yapping = valuable .- Bonk is the best launchpad . Do with that information what you will.
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@lowercaseboot
boot
11 days
"It's a launchpad for launchpads."
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