
horseman
203 posts

horseman
@maxsupplier
idk shit about shit but i drop alpha sometimes



@jiaojiaojio 不用把我的任何网络互动作为风向标,我对MEME没有偏见,但BNB chain的MEME值得更好的审美。




update: trimmed the fat all in traindog





My thesis on CZ: While Solana was having its breakout year in 2024, CZ was dealing with his legal situation and wasn’t really in a position to capitalize on a full BNB season. Not long after he was released and pardoned, we saw BNB come back to life around October. In my opinion, that was only a preview. Last cycle, BNB produced multiple billion dollar runners. I think CZ saw what happened on Solana and doesn’t want BNB to lose ground before the next bull market. We’re getting closer to what I believe is a market bottom, and the ecosystems that position themselves well now are the ones that could benefit the most during the next major run. That’s why I think strong BNB native narratives, including ones closely tied to CZ are a big opportunity. The goal is to attract attention, liquidity, and eventually volume back into the ecosystem. Don’t hate the player. Hate the game. 0x7a848a5a8169aa6a2f603d056a749f924f504444












