
primalrage420
1.7K posts














this is a good article, covers a lot of the details on @Collector_Crypt, feels like it's mostly flew under the radar but one of the few crypto consumer apps that has been doing well w/ essentially all user & revenue metrics trending up & to the right apps with highest ceilings are the ones that also draw interest from crowds external to crypto, what was interesting about this specifically to me is that it's actually +EV for users to draw trading cards from the packs which is unlike 99% of the gacha models, emphasis on giving back to the users is apparent @solana needs more of these to continue doing well













seen some takes on "i'd buy SPCX in 3 months at a lower price" sure - but that's on a fundamentally different thesis the thesis at open should be entirely based on flow - val doesn't matter because you have a stock that has - 4.2% float - o/w only 20% to retail -> this means 0.8% possible sell pressure (rest to long-only) - o/w >50% won't sell given flipping policy / natural hodler -> 0.4% possible sell pressure while index funds are expected to buy 20bn / 1% 1% >> 0.4% it's like elon launches at coin with 99.6% control while a DAT is coming in 2 weeks. insanity






























