고정된 트윗
Steve Bichimer
2.9K posts
Steve Bichimer
@SBichimer
fmr marketing @messaricrypto | Founder @perchtogether
Boston, MA 가입일 Mayıs 2009
392 팔로잉209 팔로워
This is a really powerful vision, especially if they can layer in marketing-driven intent signals.
Collapses a lot of point-solution complexity, and brings marketing and sales closer together
Sam Blond@samdblond
We're launching Monaco today. Monaco automates customer acquisition and revenue growth for startups. The platform disrupting sales with AI has finally arrived.
English
That highly-nuanced understanding of a customer's thought process is a new layer of customer segmentation - that historically has lead to higher conversion rates throughout the funnel
OpenAI will need to manage the trust issue for sure. But for now, the pricing logic holds up.
English
But IMO the really interesting piece here is that because of the conversation-style interaction with ChatGPT, they are able to profile users with more specificity than other platforms can
Google knows what you're interested in, but ChatGPT knows **why** you're interested
English
This is NFL TV ad territory. May seem high, but IMO it's justified (for now, and for certain products)
-- customer intent stage + profiling
-- channel comps
-- high-LTV brands
-- likely drops over time
🧵
Polymarket@Polymarket
JUST IN: OpenAI is reportedly charging advertisers $60 for every 1k impressions for ChatGPT ads.
English
Excellent piece of content marketing here
Delphi Digital@Delphi_Digital
What happens when holders sell? Every token team asks this question. Few actually model it. Introducing Sell Pressure, a free simulator for token unlock dynamics. 🧵
English
@statsowar If garbage time were down-weighted less substantially, would Indiana and Ohio State have flipped?
English
A couple notes:
Success rate based on EPA > 0
FCS games filtered out
All Postseason games included
Garbage time is down-weighted substantially
English
📊🏈DID WE REALLY GET BEAT THAT BAD?
Season Net Success Rate
FBS vs FBS 2025
~DISASTER GRAPH~
parker fleming@statsowar
Net Success Rate (including Bowls/Postseason) FBS Teams vs FBS 2025 1 Ohio State +.160 2 Indiana +.152 3 James Madison +.141 4 Notre Dame +.135 5 Texas A&M +.118 6 Toledo +.107 7 Texas Tech +.104 8 Oregon +.099 9 Miami FL +0.097 10 Washingon +0.088 11 Utah +0.088 12 San Diego State +0.079 13 North Texas +0.077 14 Georgia +0.076 15 South Florida +0.076 16 Oklahoma +0.069 17 Navy +0.065 18 BYU +0.057 19 UTSA +0.055 20 East Carolina +0.055 21 Vanderbilt +0.055 22 Missouri +0.053 23 Old Dominion +0.053 24 Virginia +0.051 25 Michigan +0.049
English
I referenced this research in a marketing interview a few months ago and the hiring manager looked at me like I had 3 heads
Chris Davis@capradavis
Kaito never worked anyways. Protocols paid $150,000 to inorganically boost mindshare via AI slop, none of which translated into improved fundamentals. InfoFi has been a net negative to CT, companies, and tokenholders, and I'm happy to see it go.
English
Appreciate the theory here of prioritizing customers over investors
At a certain stage of project maturity, positive customer behavior will naturally bring positive investor behavior. Focus on the one that matters long-term
amir 🇺🇸@amirhaleem
an update on HNT buybacks: the market doesn’t seem to care about projects buying their tokens back off the market, so we are going to stop wasting our money under the current conditions Helium + Mobile generated $3.4M in October alone and I’d rather we use that money to grow the business than pour it into a hole. we’re fully focused on growing @helium_mobile subscribers, the @helium network installed base, and growing carrier offload usage and will be directing all our $ in to those endeavors until morale improves data credits will continue to be burned for all carrier offload as always. thank you for your attention to this matter!
English
.@ItsFloe focusing on long-term thinking is refreshing
Certainly not a perfect framework - no singular metric is - but this is important progress
Messari@MessariCrypto
How do we determine which projects are likely to drive lasting, fundamental progress over the long-term? Introducing Messari’s Disruption Factor. A proof of concept framework to measure how deeply a crypto project has embedded itself into the broader world and into mainstream user behavior. 🧵👇
English
Steve Bichimer 리트윗함
In this year's Messari 2026 thesis, I proposed a new framework for evaluating L2s (and later other sectors of the space!)
Give it a read 👇
All feedback is welcome, as we plan to iterate on this initial stage :)
Jeremy@ItsFloe
English
Don’t miss the section in here on the Disruption Factor - a new proof of concept framework by @ItsFloe to evaluate the staying power of L2s
Messari@MessariCrypto
We are so back! The Messari Theses for 2026 is live and available for free. Jump into the full report now ⬇️
English