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@canducrypto

Check Highlights if you want to see all my threads.

Indonesia Katılım Kasım 2017
3.9K Takip Edilen3.9K Takipçiler
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lit@canducrypto·
Selain @paradigm, @a16zcrypto, @dragonfly_xyz, @polychain. gw ada beberapa list Venture Capital yang lumayan stand out, gw sebut list beserta alasannya kenapa Venture Capital tersebut standout. 🧵
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lit@canducrypto·
gud take
Grail.eth@graildoteth

I have a good feeling about @megaeth over 2026 and 2027. I invested ~$169,000 in the ICO with a 12-month lock, so this was never a short-term trade. So it's going to be almost 18 months before I get tokens. This one is not a trade for me, but a thesis investment. Only two investments I've done over the past year (the other being @pumpcade). TGE is coming in only a couple of days (April 30). The market is starting to look favorable again for big high FDV launches. And MegaETH is the biggest item on the current TGE menu. I expect many of the unlocked ICO participants to fully sell on TGE. Monad's dump and subsequent recovery over the months are likely to be mirrored by MegaETH, though on a compressed timeline. I expect the $MEGA token will likely dip close to ICO (or slightly lower) FDV, but rip upwards soon-ish after. I don't think the team is the type to crime it upwards. And they have a stated policy of not bribing exchanges with chunks of the token supply to get a listing. This is pretty much unheard, but I admire and respect this, even if it takes the crime pump off the table. But a reasonable 2B-3B FDV by the six-month post-TGE market seems achievable in this market. Hitting a 5-10B FDV would take a sustained bull market or MegaETH becoming one of THE dominant chains for live apps that rivals Solana. But the absurdly good tech, strong ecosystem, targeted incentives, and mUSD expansion will push interest and liquidity into the Mega ecosystem. Keep in mind, this is the ONLY chain that has not paid out KOLs to shill, nor thrown token incentives at fake metrics. I have to admire that MegaETH is trying to do something different here, even if it's not the usual playbook (which has mostly failed to build any stickiness with all the other chains). I like the team's approach here and their goal to build a tech stack that can enable applications not possible with the current chains. The chain's focus on monetizing at the chain level (mUSD and proximity markets) gives utility relevance to the token that's forward-thinking and frankly, very much a different approach to other chains out there. When thinking about this investment, I consider two questions: 1) Can MegaETH tech enable applications not possible with current chains? 2) Can the team foster a thriving ecosystem that can utilize the tech and build stuff that reaches outside of the web3 bubble to scale to web2? Tech is good, but you need to pair it with biz dev to scale it to users. My bet is yes to both, though it's going to take a couple of years to find out. Locked in for the long term, but this is the ONLY chain I've seen that has a chance to actually bust things up. The last time I felt those tingly feelings that a blockchain could bust down the status quo and bring something completely new to the table was when I was reading the Solana whitepaper back in 2018. Can MegaETH become a major player in the chain space, rather than just another zombie chain with no users? We'll see, but it's legit one of the only chains that makes things that weren't possible before possible now.

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lit@canducrypto·
@nadmastee 30y bisa, kapan bukber lagi
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lit@canducrypto·
will be active again, to avoid burnout i will use 30-30 rule: after 30 minutes of research, I take a break for 30 days.
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lit@canducrypto·
@satyaXBT Baru mau bikin, siapa yg ngambil nih
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satyaxbt
satyaxbt@satyaXBT·
Tether baru rilis tether wallet kalian bisa secure username dan create new wallet - download apps (app/play store) - register with email - done so far, baru ada asset tether sama btc, bisa jadi opsi lain kalo mau nyimpen asset karena disini ga ada fitur lain, literally wallet doang
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lit@canducrypto·
@jdorman81 you lose me when you put DBR in there
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Jeff Dorman
Jeff Dorman@jdorman81·
If you want to be “long blockchain growth”, and you only own $BTC, that’s the equivalent of being “long gambling” by investing in the 3-card monte guy in Times Square. That said, there really isn’t an easy answer to being “long blockchain growth" because the list of investable tokens is so small
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Jeff Dorman@jdorman81

x.com/i/article/2041…

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雨も降らぬか
雨も降らぬか@minazuki_ame·
Meta boleh berubah- Semangatnya tetep sama Pas bukber kemarin bareng sirkel gembel ini, mau closingan ada sesi 'saling nasehatin'. Ada yang tanya: 🗣️: "Penasaran gimana caranya jadi kaya bang GE @GuarEmperor " 🧵
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GE@GuarEmperor

consistency

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lit@canducrypto·
@Kalshi gw sama buffett emang setuju bgt sih, selloff sekarang gak ada apa2nya
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Kalshi
Kalshi@Kalshi·
JUST IN: Warren Buffett says current sell-off is "nothing"
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lit@canducrypto·
@Rud_Prayogo @littlethingscap Gacoorr Apakah ini termasuk 2 minggu, wkwk tapi ga call di publik karena cuma ngajak temen explore
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lit@canducrypto·
@0xyatojiso When yh bisa ketemu tenxi
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Hoover
Hoover@hoovdotsol·
apparently you can host an iftar
without GRANTS🤑
without SPONSORS💳 turns out you just need Archive Capital😜 thanks for stopping by last night
@canducrypto @Wisearich @nitseysey @sopanless @minazuki_ame @frostnova0x @wawekdew @Leo0x99 @0xsoraaa @ArthurSyndicate hopefully next time @satyaXBT @GuarEmperor @citterxbt can join.
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Hoover@hoovdotsol

Thanks @W3WOfficial side eventnya. Grup orang sarkas doang aslinya porto gada. @bbotakkkk @Wisearich @wawekdew @x9jeki @sopanless @Leo0x99 @minazuki_ame @RustXbt_ @GoldenRibbie special thanks juga panutan @satyaXBT @0xrizky @A_Lunatic dan komerad @wha_am maap ges yg ga ketag.

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Chinese raper
Chinese raper@golfwangsnorlax·
whats the most fundamentally underpriced asset in crypto right now on a higher time frame basis
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lit@canducrypto·
I just created my personal lists of Top Tier Web3 VCs. Its sorted by: Hyped VC brand name, thesis driven, research driven and high AUM. There are also VCs that I did not include because of their timeline not related to Web3, to prevent spam on your timeline. Hope this helps you guys~ x.com/i/lists/183776…
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PaperImperium
PaperImperium@ImperiumPaper·
Today is my first day as Economics Lead at MegaETH. @megaeth’s approach to its onchain economy is a good match for my own, and I’ll be focused on helping MegaETH grow a thriving onchain economy that solves real problems for real people, companies, and organizations.
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Albie
Albie@linkchainlink·
Algod selling tickets out of Dubai $50k each for economy
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lit@canducrypto·
@kumbaya_xyz @megaeth retardio the mega sale happened in october. its currently february > "KPIs they can't even reach" brother, the chain is 30 hours old. lmao even. If you're so impatient, why did you invest in the first place?
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Kumbaya
Kumbaya@kumbaya_xyz·
That's it. I'm quitting crypto. I invested $186,282 into the @MegaETH sale and that turned into a $MEGA rug. They took my money and locked it behind TGE KPIs they can't even reach. I'll be lucky to get any money back. I'm done with this space.
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lit@canducrypto·
@wawekdew @kumbaya_xyz bisa, tinggal setting range kaya range buy di luar harga sekarang. jadinya usdm side
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lit@canducrypto·
gud tech @kumbaya_xyz angka APR yang ditampilkan di sini adalah hitungan dari unrealized profit/loss pas kita pasang LP, kalo dex lain pada umumnya biasanya nampilinnya APR yg didapet dari fee aja. trus ada tampilan IL impact juga, jadi keliatan loss dari pergerakan harga jika dibandingkan dengan hold token dan gak add LP.
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