JØNNY APPLE$EED
@thycommodore
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crypto is in the first railroad super cycle all of this tech will exist, none of the current players will be relevant
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if frank is in, I’m out
my single hill i’m willing to die on best coins with biggest sustained pumps will have buybacks seeing discussions that they are overrated. they’re not. buybacks buybacks buybacks
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Crypto does not need buybacks 1. Buybacks are usually done by mature companies when they’ve got no better use of capital 2. Buybacks in early stage crypto companies are done because you need a form of relationship between crypto companies success and the token (since for the
my single hill i’m willing to die on best coins with biggest sustained pumps will have buybacks seeing discussions that they are overrated. they’re not. buybacks buybacks buybacks
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ETH is cooked, it’s all narrative the real ETH won’t be ETH
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doing cool shit with people you vibe with
narratives die fast nowadays because it’s always “this is revolutionary tech” & never “this is a revolution” bitcoin is a revolution ethereum is a revolution you & your friends changing the world > you & your friends making money & if you get it right, you can do both.
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if you’re right brained, you’ll see a bull if you’re left brained, you’ll see a bear
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Them: we’re taking shit mechanisms from TradFi that fuck over retail & replicating them in DeFi
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luxury is the future of software, crypto will be the infrastructure for it
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Hot take: crypto has mostly lost the plot We were promised the future of finance and what we got was mostly asymmetric gambling games The ironic part is TradFi sees the value of blockchain and is about to commandeer it all “Thanks kids, we’ll take it from here”
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this
Prediction markets are effectively open bribe markets. The people whining about this being market manipulation really haven’t groked what these things are. If you have info you’re paid to declare it, if you can do the thing, there is a market rate for you to do it.
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Like most of you guys, I didn’t get into crypto to get rich I got into crypto because I believed in the vision of 500 different stablecoins issued by 500 different centralized institutions on 500 different blockchains
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RWA: awesome, no mass adoption. Ordinals: awesome, no mass adoption. ZK proofs: awesome, no mass adoption. Restaking: awesome, no mass adoption. AI NFT art: awesome, no mass adoption. P2E games: awesome, no mass adoption. Flash loans: awesome, no mass adoption. Web3 social:
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thinking about setting up a poker game w/ famous NBA players
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