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adfhq
608 posts
adfhq
@adf_hq
Asymmetric upside Risk-adjusted thinking Economic thoughts on crypto meta shifts since 2021
Katılım Eylül 2019
144 Takip Edilen176 Takipçiler
@ruggedpikachu Nobody promised you anything, you chose to be here
There’s no one to blame but yourself
English
@DrDominicNg Fact checked this
Zero scientific backing in the article
Whole thing is just a funnel to make you pay him
English
If a meme coin needs paragraphs to be explained, it won’t run.
It’s called a meme coin because you should be able to onboard me in a few words.
If you start writing long explanations and attaching links, I’ll pass.
Explain the meme to me in one sentence.
I am waiting.
English
L2s did their job
They scaled Ethereum when it needed scaling
But they also fragmented liquidity, created walled gardens, and extracted billions in sequencer fees while calling it "decentralization"
Now that the problem is solved, the solution providers don't want to go away
Their time is up but their incentives say otherwise
English
Using Binance after everything we know means you're okay with it
Holding BNB means you're betting on that being okay
Engaging with CZ means you're amplifying someone who got a slap on the wrist for systematic fraud
Supporting Trump who pardoned him means you value political alignment over accountability
The line from "just using an exchange" to "endorsing criminal impunity" is shorter than people admit
Everyone has a threshold where convenience stops being an excuse
Most people just haven't found theirs yet
English
Bitcoin just bounced off its tariff panic lows almost perfectly
this is a CRITICAL level for $BTC
if you are a bull you want to see a bounce around this level
if you are a bear
this level breaks and we see low 70's
English
cc megaeth and other (upcoming) chains
I still don’t get why y’all flex or try to solve what has already been achieved or solved for years now
Years ago, we wanted a chain alternative to ethereum and capable of processing transactions fast, at a cheap fee, and fully ethereum aligned; this led to the development of arb/op/base (SOLVED)
We also wanted another chain with all those features but on a completely new and different VM so as not to inherit ethereum security flaws; Solana was developed (SOLVED)
Right now, what we need in the crypto industry are banger apps,
and this should have been megaeth’s focus
and not trying to create and flaunt fake tps stats
retail doesn’t care about tps
we can’t onboard an average normie by telling him/her “our chain can sustain a tps of 69,000, would you wanna try out the chain?”
we onboard normies by showing them banger apps, apps they need, apps they’d like; only then would they wanna be onboarded.
MY TAKE
English
TPS metrics are solutions looking for problems that don't exist yet
Chains brag about 70k TPS while processing 3 transactions per second
The bottleneck isn't throughput, it's having apps people actually want to use
We're not too early for apps
We're just bad at building them
Anon Vee@AnonVee_
cc megaeth and other (upcoming) chains I still don’t get why y’all flex or try to solve what has already been achieved or solved for years now Years ago, we wanted a chain alternative to ethereum and capable of processing transactions fast, at a cheap fee, and fully ethereum aligned; this led to the development of arb/op/base (SOLVED) We also wanted another chain with all those features but on a completely new and different VM so as not to inherit ethereum security flaws; Solana was developed (SOLVED) Right now, what we need in the crypto industry are banger apps, and this should have been megaeth’s focus and not trying to create and flaunt fake tps stats retail doesn’t care about tps we can’t onboard an average normie by telling him/her “our chain can sustain a tps of 69,000, would you wanna try out the chain?” we onboard normies by showing them banger apps, apps they need, apps they’d like; only then would they wanna be onboarded. MY TAKE
English
Another brutal day
Drawdowns don’t separate believers from non believers
They separate those who sized correctly from those who didn’t
Most capitulation isn’t loss of conviction
It’s forced selling from bad risk management
Markets don’t reward belief
They reward staying power
If you’re forced to sell here, the mistake wasn’t today
It was position sizing months ago
English
@sayinshallah Gensler created the airdrop meta by making ICOs illegal
Projects had to pretend tokens were free community gifts instead of securities
Farmers optimized the pretense
Now founders optimize extracting value from farmers
Full circle, different aesthetics
English
nice sequence of events for crypto? some cope:
i) metals moved 6x crypto's entire mcap in 24h. yea, we're early
ii) gold/silver mooning will amplify how annoying they are to work with at scale
iii) hard for suits to use "crypto too volatile" as an excuse from here
10,000
English
@Bitcoin_Teddy That's why you stay quiet about building wealth
Society celebrates consumption and mocks accumulation
The second people see you stacking instead of spending, you become the problem
Build in silence, let results speak later
English
$80K car loan → “Nice ride, enjoy it.”
$150K student debt → “Everyone has it, no big deal.”
$25K vacation on credit → “You only live once.”
$10K in Bitcoin → “You’re crazy, that’s gambling.”
Society will cheer you on going broke,
but will panic the second you try to build wealth.
English
@degenBRO__ Zama is another mid cook
Idos only works if you were through ICO, but airdrop farmers are getting mid returns at best
English
