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@BrazyBull

Tokenomics lead @atlas_lx // Betting on high conviction plays and trying cool new things

Katılım Kasım 2020
3.8K Takip Edilen6.2K Takipçiler
Quit
Quit@0xQuit·
If you are upset about the unified KOL disclosed(ish) shilling on the timeline today then you can point the blame at no other than @R3ACHNTWRK, a KOL agency (a real thing, I promise) that seems to have fed the deal to their entire roster.
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Brazy
Brazy@BrazyBull·
@mattdorta Is there a typo in your opening? Otherwise it’s contradictory
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Brazy
Brazy@BrazyBull·
@j0hnwang There is currently deeper liquidity on sportsbooks most of the time, but that can improve over time A big edge is that prediction markets currently don’t ban consistent winners
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John Wang
John Wang@j0hnwang·
Prediction markets >>> Sportsbooks No house, better spreads, deeper liquidity + full liveness
Kalshi Traders@KalshiTrade

How a 21 year old made $680,000 trading sports in just 1 year: > Be @cobybets1 > Starts trading crypto in 2021 > Builds intuition for spotting mispriced odds > Discovers prediction markets and focuses on sports > Trades sports by being a "ball knower" > "I can look at odds and think: that doesn't make sense" > Follows a simple framework: buy below fair value, and either sell or redeem at fair value > "Everyone loves rooting for the underdog, so long-shot odds are often inflated" > Wins $80,000 on a single NBA game > Sizes up aggressively when the edge is clear > Makes $250,000 in one month by deliberately sizing up > Hits $680,000 in total profit in his early 20s

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Brazy
Brazy@BrazyBull·
@aulijk There is still value being extracted from fees. Like how a casino collects rake from poker players. There is room in the market for both
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karbon 🐺🦊
karbon 🐺🦊@karbonbased·
Dan, who has followed me for years (and we've been mutuals for 2 years) and I've always had friendly dms with him, even offering him feedback on wallet features just 2 months ago....unfollowed me bc of this post. Petty. FYI this is how stupid projects dwindle and die, pivot pivot pivot. There is absolutely zero demand for another wallet with "fee on swap" business model. On the contrary, a rich provable human social graph could have high value with the rising AI gpt slop replybots. Probably doesn't matter to him either way to Dan, when the iron was hot he chose to raise $150m at a $1b valuation rather than going the token route because "This will support our work on Farcaster for many years to come" Turns out many years to come meant 19 months. Meanwhile a mismanaged high inflation proxy tipping token traded at $2.38b valuation....more than double his raise valuation. A carefully crafted tokenomics strategy launched earlier would've captured that value and more as well as provided them with levers. Sad to see them waste and mismanage this opportunity only to pivot into a crowded space. Without an incumbent user base or a unique value proposition (ie moonshot captured attention by abstracting the chains entirely and making it normie friendly) then you're just pivoting until the next pivot until your company's inevitable death. RIP in peace Farcaster, we had some fun times.
karbon 🐺🦊@karbonbased

Great. Another token I'm never getting. All he had to do was release a token in early 2024 when degen was ripping as a proxy for farcaster exposure. Instead he let the degen team fumble and fuck up while they did nothing and now....a wallet. Great stuff man, put the rich social graph in the trash can. How about another wallet instead?

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jingo
jingo@jing0_·
Man no matter how hard CT tries this dude will just NOT say his token is worth buying with meteora's own funds on a regular basis. Why would anyone buy $met then @0xSoju and for the last time tokens are not equity ffs
jingo tweet mediajingo tweet media
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Brazy
Brazy@BrazyBull·
@pattch Apparently they have 10 years worth of additional content planned out
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pattch
pattch@Pattch·
@BrazyBull Only complaint is there doesn’t seem to be much of an endgame yet
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pattch
pattch@Pattch·
Can’t stop playing Arc Raiders
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Krutches
Krutches@McDonaldsXBT·
@RichTRyan Tush push hater number one here and clearly walks Why not make it like you can intentionally walk a battter once per game? At least then it’s deployed strategically
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Rich Ryan
Rich Ryan@RichTRyan·
Worse for the sport:
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Brazy
Brazy@BrazyBull·
@ProofOfEly a) pudgy penguins b) another low volume L2
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Ely
Ely@ProofOfEly·
What's the first thing that comes to mind when you think of "Abstract"?
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plunge
plunge@xcoldplunge·
what do you notice about this picture?
plunge tweet media
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Brazy
Brazy@BrazyBull·
@ottosuwen You’ve seen their upcoming schedule. They’re very likely to make the playoffs They could even get the first seed in the AFC Yeah they’re not likely to win it all, but taking the other side at 97% and locking up your liquidity for 3-4 months is not wise
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Otto Suwen
Otto Suwen@OttoSuwen·
@BrazyBull They're not winning the Super Bowl. Maybe it's worth waiting until they look even better but as a Patriots fan, these guys are outperforming like crazy right now.
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Otto Suwen
Otto Suwen@OttoSuwen·
Here is another interesting prop bet on Polymarket. I think there's a lot of teams where "No" is basically guaranteed. Specifically, the Colts/Patriots/Bucs/Broncos I don't think have any chance of winning the Super Bowl.
Otto Suwen tweet media
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Easy
Easy@NotSoEasyMoney·
An actual product With TRUE product market fit… And what is going to shape up to be the largest launch on Metaplex’s Genesis protocol. The worst part about the existing platforms like telegram - Scams are plentiful - Matrica has all the security practices in place already for NFTs and memecoins - Combines, telegram, dexscreener, and trading apps into one location && now a token launch BEFORE the full platform is live truly allows the users to get in at the ground floor. I’m beyond excited to work with Matrica on highlighting Dm(dot)fun && a true believer and will be ACTIVE user of the platform. Let’s bring life back to the trenches.
dm.fun@dmdotfun

the $fun pre-sale goes live Oct 21 dm fun will completely replace telegram for the crypto ecosystem and kickoff a new meta on Solana: chat trade meme more details soon powered by @metaplex genesis

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SR
SR@sstimm_·
@punk6529 I’m surprised by subscape > meridian
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6529
6529@punk6529·
Top 10 ABC drops by "market cap" 69% (!) of the market cap of all the 103 ABC drops is Squiggles, Fidenzas and Ringers
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Shayne Coplan 🦅
Shayne Coplan 🦅@shayne_coplan·
who wants to watch football with me this sunday? in nyc gonna be beta testing the new polymarket US app
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Mookah//
Mookah//@mookah_f·
Been spending some time thinking about what we should include in our next @ParallelTCG sprint and thought I'd do something reckless and hear you guys out (it's a joke I love hearing from you guys) If you had to pick 2 things to fit into the next sprint, what would they be?
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