crypto VCs are saying "finance crypto" is the future of crypto
charts are saying "finance crypto" is the death to every single asset class
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Jason (∞,☕️)
6.4K posts
Jason (∞,☕️)
@Real0xJason
capital markets & partnerships @dfinity @caffeineai | 10+yrs in tradfi VC/M&A | alum @umich @pku1898 | opinions are my own | EN/中文
Switzerland🇨🇭 Katılım Ağustos 2021
840 Takip Edilen3.2K Takipçiler
very interesting setup. 2 questions:
1/ who are running the current 160-180 relay nodes and where are they located? just decentralized network of individuals or?
2/ are you planning to launch your own user-end product (i.e. messanger tool, etc.)? think it'd be much harder to build mass adoption of a completely new user end product, than to somehow integrate them into current market-dominating incumbents
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soon all the memecoin kols who started bragging about their stock investment will be silently selling at or below cost
they don't understand they are completely different things
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@xingpt 已经取消了，真的是受不了要向下拖拽几十秒来看完它的废话，而看到最后一段的时候已经忘了上面它说了什么；关键code debug还经常搞不定说这废话兜圈子。人狠话不多才是硅基人的优秀品质
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figma is getting shaked unless they choose to bind in
like i keep saying: the frontier model companies are best positioned to ship top notch user end agent products
most of the others will have a short life span after all
Stitch by Google@stitchbygoogle
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Network3创始人Rock据悉
去年4月自杀身亡
留下了老婆和幼子
这也是这些年我知道的
第四个自杀的项目方
我希望免费提供关键信息
和战略咨询，实战的教训
给希望在crypto做事情的人们
也是害怕大家的理想
无法面对后面的现实
提前了解 提前准备
欢迎约call 或者 space留言
能救一个是一个！
Moonlight🌙月光@Moon1ightSt
缅怀Rock老师 他这么一个活泼的人 经常跑会来介绍项目 跟币安两位Co-CEO 一姐、Richard 还有很多团队和社区成员都见过面 为了项目的发展，房子也卖了 到了最后面几个月，肉眼可见的白发越来越多 留下刚出生的宝宝和太太 RIP 🙏🏼
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ok now who's going to lose?
retail investors that listened to stock kols and kept buying small cap memory and photonics stock
Jason (∞,☕️)@Real0xJason
cta is dumping 10s of billions of $ in equity market, while retails keep buying memory and photonics stock interesting to see if retails will lose again this time
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i called gold at sub 3k, and warned top at 5.1k
that was supposed to be a local top simply bc it was too crowded based on the crypto industry's fomo
but the war may change everything
if oil price keeps high, value appreciation would focus on us dollar, instead of gold
Jason (∞,☕️)@Real0xJason
binance and many crypto exchanges listing gold / silver perps hong kong fomo'in building gold vaults - a city that has absolutely nothing to do w gold historically top signal?
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one of the best contents re crypto for me - originally inspired by master @thecryptoskanda's crypto finance essence theory (also applicable for non crypto finance)
it helps normie investors to look thru finance, and navigate in the market - i'm trying to summarize: 🧵👇
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加密韋馱｜Skanda 🔶@thecryptoskanda
价值投资者们人生的第一节启蒙课，是巴菲特给上的 他们人生的第二节实践课，是市场给他们上的 他们人生中的第三节反思课，应该就是 @off_thetarget 老师给他们上的 可惜，多数人上完这三课，这辈子也差不多该下课了 所以，读书早是有好处的
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a day after i posted about my thesis on general agent, claude just proved it by releasing dispatch
Jason (∞,☕️)@Real0xJason
stopped using openclaw still bugs from time to time and debugging takes time and tokens also i tend to leave from anything that's overhyped by chinese crypto kols as they top signaled gold/silver, s&p, crude oil and even dubai lmao... most importantly, claude is good enough for a non-dev user like me at doing everything I needed openclaw for, and is much more stable and reliable my thesis is that in general agent market, although open-sourced product may often be faster w better composability than corporate product, fast-moving model companies (such as oai and anthropic) always have an advantage to deliver a better product for average user
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cta is dumping 10s of billions of $ in equity market, while retails keep buying memory and photonics stock
interesting to see if retails will lose again this time
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Not all revenue is valued equal.
@HyperliquidX generated ~2x the revenue of @SkyEcosystem over the past 12 months.
Yet, $HYPE is valued ~20x higher than $SKY.
A chart to follow 👇
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final principle
you can’t change this whole system, but you can choose your position
example: early lp exits with profit, late-coming buyers hold to crash
12/12
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fomo creates exit liquidity
by the time you see profits, it’s late
example: meme coin up 10x trending on twitter → early buyers already exiting
11/12
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