Carson Pugh

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Carson Pugh

Carson Pugh

@CarsonPugh_ps

Researcher @CMT_Digital Not investment advice

Chicago, IL Katılım Haziran 2022
883 Takip Edilen193 Takipçiler
Carson Pugh retweetledi
TBD
TBD@trytbd·
Introducing TBD The first product where anyone can: 🗳️ Launch global polls and measure public opinion at scale 📈 Create prediction markets on their outcomes 🏧 Earn USD rewards Our markets have large upside. Our polls have human signal. Wait, what? 👇
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Wander
Wander@usewander·
Welcome to the next chapter of Wander
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CMT Digital
CMT Digital@CMT_Digital·
We’re pulling back the curtain on our analytical process. These reports provide a window into our technical deep dives, which examine a project’s product, competitive landscape, and market context. Each is a key component in how we build conviction. First up: An analysis by @mcasto_ on @eulerfinance, a portfolio company and one of the fastest-growing onchain lenders we’ve been tracking this year.
CMT Digital@CMT_Digital

x.com/i/article/1939…

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TAC (🫰,✨️)
TAC (🫰,✨️)@TacBuild·
Bluechip DeFi is coming to @ton_blockchain, powered by @morpholabs and TAC 🫰✨ Ready to unlock onchain yields for 1B+ users on @telegram. [🟩🟩🟩🟩🟩🦋🦋🟩🟩 💎 ]
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Tate
Tate@TateBerenbaum·
I found Arweave in 2019 when I was 16. I was explaining it to everyone I spoke to at conferences and on Clubhouse (2020) because nobody had ever heard of it. Permanent data storage is *incredibly* useful, but it wasn’t sexy. Yield farming was. That changed in 2021, when all of a sudden NFTs became the new zeitgeist. Arweave solved a problem nothing else could at the time: preventing NFTs from going offline. I no longer had to explain Arweave to everyone. People understood it, but for the wrong reason: the price chart. Crypto commoditizes capitalism; it becomes extremely easy to build incentives and mechanisms around people and machines to do things. The problem is that these incentives tend to cloud our field of view as market participants. We can forget and even ignore where they come from and why they exist. Arweave is a perfect example of this. Arweave is not cool. VCs aren’t tweeting about it. People aren’t getting lifechanging airdrops. Nobody is out raising hundreds of millions in capital. You’re not getting clickbaited, but yet you expect to be. On top of this, there is no core team for Arweave. You aren’t promised a roadmap. Sometimes there isn’t even anybody to talk to when you need help using it. This has led many to believe Arweave is dead and its growth will be forever hindered by the fact that there isn’t a single person pushing it forward. A lot of people are angry, frustrated, and confused. And you’re right, there isn’t a single person pushing it forward; there are many of us, and I am one. Where was the CEO of the internet when it took off? — I’m 22 now. For some, Arweave is an asset. For me, it’s been a new hope for the internet and core focus for almost a third of my life. In an industry of shiny objects, I’ve chosen, at every opportunity, to keep building here. Despite the lack of “narrative.” Despite the lack of marketing. Despite the hundreds of millions flowing to other areas of crypto. Why? It’s being used on cheese farms in Hungary. It’s being used to archive war evidence. It’s being used to share information that people in countries like China and Russia would not otherwise have access to. It’s storing blocks for other blockchains. It’s powering a decentralized supercomputer (@aothecomputer) that makes every other blockchain look like a calculator. It wins in *every* category. It’s more scalable. It’s faster. It’s cheaper. It’s more permissionless. It works with >40 languages. And soon, it’ll be easier to build on (docs). It can even make transactions on other chains. But it isn’t cool. The zeitgeist isn’t here. It’s in AI. It’s in agents. But I am still here. I will remain here until Arweave wins. Until people see through the narratives and understand that paying a one-time fee to store a piece of data for >200yrs in hundreds of places around the world means more than the price of the token. Because it’s useful. It isn’t sexy. It isn’t paying you to use it. It isn’t well known. But it is original, and different, and unique in the problems it solves. And it’s growing. Regardless of its price. Regardless of a narrative. Regardless of a core team. What are you doing on the next futuristic hyperscalable token-go-up layer 123abc designed to solve defi once and for all, anon? I’m being serious. Do you want to revolutionize casino products or try something the world has never seen before? I’m here for the adventure and the green field, and I’m here to help make something that outgrows the zeitgeist. — If you made it this far, why does Arweave matter to you? I know I’m not alone in this. I really want to know.
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Kevin Lehtiniitty
Kevin Lehtiniitty@KevLeht·
The biggest problem with crypto conferences is the amount of nonsensical hype spewed by people on stage to pump the narrative for their tokens and projects. I was thrilled to cut through the noise today in a packed room with: - Bhaumik Kotecha of @Paxos - @cnaut of @raincards - Priscilla Ma of @StellarOrg - Myself representing @borderlessxyz Talking about the actual real world use cases of stablecoins TODAY along with who, why, and how stablecoins are actually changing the remittance landscape. Thank you @kswang14 for moderating and keeping us focused on real and actionable insights.
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TAC (🫰,✨️)
TAC (🫰,✨️)@TacBuild·
TAC testnet is now LIVE 🫰✨ Gates to @ton_network and @telegram's 950M+ users are officially open for EVM devs. 🥳 Users can now try the @CurveFinance Hybrid dApp on the TAC Testnet! Here's all you need to know to deploy on TON👇 🧵
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Alenka
Alenka@alenka_on_x·
4/5. @accelerator_ton completed their first batch and organised a Demo Day for top-tier VCs. 1054 applications in total --> 5 projects cherrypicked and curated by amazing @sophireum @cheguevara_0x and @vladyslav0x for 4 months. What we have as a result: • Grably - where users turn their data into USDT @grablyus • Titan - DEX aggregator & CLMM @titanaggregator • Memetic -  platform to discover Telegram Mini Economies @memeticsio • Cabal town - social trading app @cabaltown • TON Cash - cashback app with 200+ brands @toncashnetwork Each project is in the active phase of fundraising now. DM if interested.
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Alenka
Alenka@alenka_on_x·
Many are wondering what's been happening on @ton_blockchain in Jan. With Tap2Earn fading away, the community needs something else to be excited about. I gathered 5 pieces of news you must be aware of if you are a TON believer. 👇🏻
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Pavel Altukhov (🫰,✨)
Pavel Altukhov (🫰,✨)@PavelAltukhov·
1/ Here is my TAC crypto journey, where curiosity turned into obsession. For me, it’s been a story of bets in crypto: on Bitcoin, Telegram’s blockchain and ultimately TON and building for the future. Here’s the full story of how I got here:
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Astro
Astro@AstroUSD·
Announcing: Astro Labs x @CopperHQ! 🤝 We are delighted to announce a strategic partnership with Copper, a leader in digital asset custody, collateral management, and prime services. We have integrated Copper's institutional-grade MPC infrastructure with Quantum, the cross-chain bridge for the @ArweaveEco and @aoTheComputer ecosystem. Together we are bringing security to liquidity!
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