FluffsNft
2K posts

FluffsNft
@FluffsNft
@TerrapinGenesis is 🐐 // Here to degen mint, vibe, and collect arts along the way. Let's ride ~ 🌊
Katılım Eylül 2021
515 Takip Edilen354 Takipçiler

a long and very overdue gm
this last year off of X i had some wins, some losses, got rugged a bunch, but most of all- i learned a ton
and i missed u <3
now that bear markets here (except btc and xrp), it's good to be back
so here's what's going on with the market and where we are headed (imo)->
EQUITIES FRAGILITY
The good ol' boomer ponzi sure doesn't look to hot (shown is ndx/dxy correlation coefficient)
sure, equities could bounce back soon, but i absolutely HATE equity exposure for the next 10-20 years due to looming worldwide debt crisis, geopolitical risk, and upcoming agi singularity event. they have 0 place in my portfolio. equities are a literal midcurve asset on the risk scale, and during times of uncertainty and change (of which we are currently in and will be for a long time), owning middle-curve risk assets is just about the worst thing possible you can do.
more detailed writeup on my preferred alternative portfolio management strategy (which ofc has 0 equities and 0 corporate bond exposure)- the barbell approach- in an upcoming writeup
INFLATION
No, the government does not have a handle on inflation. they'll manipulate the data and tell u they do, but we are experiencing the "middle-class deathchop", where the purchasing power of the entire middle sector of society gets shredded to pieces in front of their noses without them realizing it.
2022 was really bad, and last time we had inflation that high we got 10+ years of sticky inflation
the government is printing, and we have a massive debt problem looming that can only be solved with rate cuts. once those rates are cut, inflation rebounds to new local highs.
AGI IMMINENT
i've pretty much exclusively focused on ai content and education for the last few months, as i'm convinced agi will be the singularity event of our generation. just as the car put all the horses out of carriage pulling jobs, and advanced farm equipment put farm workers out of their farm jobs (did you know that over 30% of USA labor used to work in agriculture, and now ~1%?)
so too will agi utterly disrupt the entire labor market, except this time there won't be any bullshit jobs for people to go to.
u think chatgpt (especially once it's self-driven) won't be able to do a better job than betty in hr or tim in sales?
we already know that 90% of jobs are useless/redundant, and agi gonna clip all that and put 50% of people out of work within 10 years, and 90% of people out of work within 20 years, pending robotics advancement (rate of change will be faster than previous technological revolutions due to ai exponential nature).
i cannot overstate how absolutely world-changing this is going to be- society as we know it will never be the same. we are talking mass unemployment, deflation (yes, inflation only for short term, but we get crippling deflation soon after), and a society of zombies that live off of agi-credits that keep them sufficiently alive and entertained but with no free will of their own.
SO WHAT ABOUT CRYPTO?
very glad u asked- the last year has turned me into a full btc maxi, and i have finally seen the light.
i am incredibly bullish on btc as a liquid nation-money-alternative (goodbye usd), and i think it only rises in value as society deteriorates and we increasingly move online
i don't think btc has bottomed yet, but really it's a great time to start buying/rotating those useless alts at these prices and no use trying to time the bottom. my guess is we bottom out somewhere between 60-75k over the next 2-6 months, and i wouldn't be surprised by new ath's by eoy.
really not a hot take, but yeah tldr- buy btc and never sell it, $1m is programmed in the not-too-distant future. i expect a gold during the 70s type of run for btc over this next decade. imo tryna play the 4 year cycle on btc will leave u sidelined, and i have no interest being sidelined when it comes to btc.
altcoins? not too thrilled about holding any altcoin for longer than 12 months, and never with a significant portion of my portfolio. i went through all the stages of grief as a former eth maxi, but im convinced the "app layer" thesis is a failure (goodbye eth), the casino chain thesis isn't lasting (goodbye solana) and there isn't one altcoin where the "building" and "development" isn't inherently vampiric of the networks own success.
the only altcoins i am interested in playing are ai altcoins that incorporate the token as a vital part of the ai system which is inherently value generating, or altcoins whose value proposition is rooted in "money-ness" alone. 0 coins like that exist rn, but several coming up ive invested in and am optimistic about.
ofc we can play other existing alts for swing trades for less than 12 months (i like tia swing trade), but dont drink the kool-aid and hold longterm
lastly- deep down, i reallllllly hope we do get nft supercycle 2.0 soon, but i've been wrong trying to time it so many times, so i won't call it or say it's coming. but we can hope.
thats it for this rant!
much more to come




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Dungeon Crawler Carl 6, Eye of the Bedlam Bride audio. Sep 1st with preorder on this Friday. Featuring Jeff Hays with special guests Travis Baldree @TravisBaldree and Patrick Warburton @paddywarbucks I *was* going to post this on Friday, but Audible UK jumped the gun. Link soon.

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“A wizard is never late, nor is he early, he arrives precisely when he means to.”
THE NEXT WIZARD SCHOOL QUEST IS COMING.
1️⃣ follow @TaprootWizards 🧙♂️
2️⃣ turn on notifications 🔔
3️⃣ reply below: “a wizard is never late” 💬
More info very soon…
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FIRST 333 people to tell me what they noticed about @hodloorcoin bio 👀👀👀 $HODLR
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@ponderware @codelawless be transparent if you want tomake people pay for every phase then people won’t pay for p1 with the expectation that theres no more payment needed for the trip. Imagine not disclosing anything and expectibg people to just randomly give you money. You’re whats wrong with the space
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Why ponderware is here and why we do what we do:
Creating something worthwhile is challenging, it's expensive, and it is hard work. We see and have seen so many low-effort projects because hard work is not often rewarded. Still, we choose to create high-effort projects. This isn't a reasonable business strategy in NFTs, where quality is secondary to connections and secret payoffs. We refuse backroom deals even if it's easier and more effective to pump out mediocrity and pay people to shill it. The incentives do not favor building good products. We do it anyway. We are not the only ones.
We care about our craft. We care about creating meaningful experiences for you. This is our art.
No one deserves to get our work for free. We can't continue creating if we don't get paid. A space that doesn't reward quality and doesn't pay for it is sure to fall, as NFTs have, into a dwindling cycle of self-referential derivative garbage. Many don’t care, because they are simply trying to profit by arbitraging the labor of others and finding greater fools. They add little of value.
If you want speculative assets designed to do nothing more than pump, look elsewhere. If you think the price of good work is too high, don’t buy it. If you think the price of using the decentralized global computer is excessive, don’t use it.
We build for people who appreciate our style, value exploration, and want to have fun with us. We deliver value at the point of mint. For those of you who get it. Thank you. You make it all worthwhile.
This isn’t for everyone.
Maybe it isn’t for anyone.
But ponderware is here for the curious.
Those few prepared to assume the daunting risks of trying something new.
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@codelawless Disappointing considering I minted 4 sets and still holding.
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@codelawless Bruh wht do you mean flippers , barely any collectors - now you want to charge .09 eth for something where the previous mints floor is barely above mint price. Make it make sense dear ser…?
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@codelawless Brother asked for open mints and now asking for more eth…?
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@RetardedDao Pls give me the ding ding ser. Sabe mi familia
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