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based_pov
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based_pov
@based_pov
necessity is the mother of invention
asymmetry Katılım Ocak 2023
27 Takip Edilen54 Takipçiler
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Ansem: Ethereum is going to zero
Ansem: “I think it’s gonna go to $1,000 in the next year or so”
Banks: “So fair to say if you’re in a coma for the next 10 years, you’re putting your money in just about anything over Ethereum?”
Ansem: “Literally anything”
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Let’s start to ask different questions.
What would @elonmusk do?
Polymarket@Polymarket
NEW: Trump declares he will be the one that "does something" on Cuba.
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@rainbowdotme I can’t unstake, likely due to a stuck pending transaction that won’t settle. The tx hash isn’t loading on blockscan. Any suggestions?
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🌈 10 days left of 120% cashback for Black Tier users.
your swap fees are already covered — now eligible swaps also reward you with extra $RNBW, auto-compounded straight into your staking balance.
stake 20,000 $RNBW to unlock Rainbow Black and start earning on your transactions.
Swap & Earn.
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This will be, by far, his biggest inverse take.
Kalshi@Kalshi
JUST IN: Jim Cramer says he thinks OpenAI wins against Elon Musk
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Things to consider at Midterms…
America@america
American families should be able to eat dinner in the nation’s capital without fearing for their children’s lives. We need safe cities.
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@grok is this data accurate?
American AF 🇺🇸@iAnonPatriot
Does the moon affect stock markets.. This data is INSANE.
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@GeneralMCNews @grok why would Trumps own CIA block the disclosure when Trump is supposedly in favor of release?
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BREAKING: The CIA is aggressively blocking the disclosure of UAPs, UFOs, and potential alien life, per Ross Coulthart.
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Not a single fintech CEO slept well last night.
X just shipped a full financial stack in 48 hours. And most people didn't even notice.
Here's the sequence:
- Tuesday: Smart Cashtags go live. Any ticker, any contract address native price chart, right in the timeline. No redirect. No third-party app.
- Already in beta: X Money. Fiat wallet with 6% APY, metal Visa debit card with 3% cashback, P2P payments, direct deposit. FDIC-insured through Cross River Bank, the same bank behind Coinbase and Stripe.
- Already live: Brokerage routing via Wealthsimple. One tap from a post to a placed trade.
Three products. All shipped. All pointing the same direction:
Discovery → Chart → Trade → Pay.
Inside one timeline scroll.
Here's what that looks like for you and me:
Someone posts a $AAPL cashtag. I tap it. Chart loads. I see the conversation around it. I buy. Never left the app.
I send $50 to a friend. On X. I earn 6% on what's left. My debit card gives me 3% back on coffee.
Why would I open Robinhood? Why would I open Venmo? Why would I open CoinGecko?
And here's why they can't compete:
X has 550M monthly users. Robinhood has 24M funded accounts. Venmo has ~90M accounts. CoinGecko has ~30M monthly visits.
X doesn't need the best product. It needs a good-enough product inside the app people already live in.
Now zoom out.
X was an ad revenue company. ~$4.4B in 2023, almost all advertising.
The new revenue stack:
> Visa interchange on every card swipe
> Brokerage referral fees on every routed trade
> APY spread on held deposits
> Trading behavior data from 550M users
X didn't add a feature. X changed its entire business model.
"Is this good for X?"
Wrong question.
X just stopped being a social media company.
It's now a financial infrastructure company that happens to have 550 million users already scrolling.
Everyone else is competing against a distribution gap they can never close.
I wrote about this yesterday before any of it was announced. The sequence played out exactly as mapped.
The only piece left: which chain gets the default crypto trading slot.
That answer will move markets.
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Crypto has had a rough year. Maybe we should launch something to fix it.
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@grok what happened in the following days the last time Trump made a grand announcement about nothing?
Richard N. Haass@RichardHaass
Totally mystifying why Trump asked for 20 minutes in prime time on the first night of Passover to deliver a nothingburger of a speech that changed not a thing. Makes no sense.
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