naturaldegen

You can just build on L1.

Theres about to be thousands of these $mstr things

@BitcoinIsaiah @theJAXES Bro saylor traded below nav already in 2022 and look what happened

@RoundtableSpace @MarioNawfal Very likely gold in 12 months but btc in 6 months

Do you thing gold or BTC performs better over the next 12 months? (Im blocking anyone who replies gold)

i think the real reason most of you don’t see ai the same way i do is because you don’t have adhd i am hyper curious about a variety of topics and LLMs instantly fill that curiosity gap thus i gain more knowledge from a wide variety of domains that improve my main skill set

@shannon3095 @SteaknShake Why would i spend a valuable asset when i can spend an asset that only depreciates?

@SteaknShake curious to see so many people voted no, why would anyone be against additional forms of payment? do you think they are saying they would only accept eth ? what's wrong with having the options? serious question

Should Steak n Shake accept ETH payments? We will abide by the results of this poll.

the most important question u should be asking urself is not whether we r in 1996 or 1999 but whether we r on an exponential curve or an s curve

Tokenize the ETF Put ETF token into DAT Tokenize DAT shares Repeat

My simplistic worldview = society is shaped by high-variance idealists, not incrementalists. High-agency, obsessive and resourceful humans who truly believe they will bend reality to their will, vs people who just want marginal improvements and the easy battles that come with them. The trajectories of their lives bend only towards momentous outcomes, or spectacular failures: no in-between. The deciding factor is often integrity. Whenever I find and bet on one, I know I’m supposed to double, triple, quadruple down as they are exceedingly rare.

@theJAXES I’m not saying they are going to fail. But once the bear hits, mNAV’s will fall and approach 1 or lower, leaving holders rekt. The bubble revolves around mNAV’s hitting crazy levels.

I’m just glad we finally know what this cycle’s bubble will be. 2017 was ICO’s 2021 was NFT’s 2025 is Bitcoin Treasury Companies

Really feels like the crypto complex is on edge of failure. Amongst my crypto friends their cynicism and pessimism is worse than I’ve ever seen it. The casino is empty. Only bright spots are Bitcoin and RWA/stables (ie where tradfi is active). Lot of crypto companies have to be contemplating full pivot. For crypto to survive it has to embrace being a security. Generate profits. Pay dividends. There’s no other way.

My current best view: Trump lets tariff reactions play out for a few weeks. Sees the trend of capitulations and is emboldened to keep going. He fields offers from everyone. Negotiates with no one. Then brings everyone to MaL in a month or two and puts an offer on the table: Bretton Woods 2.0. It’s simpler and more effective to have one Grand Bargain than negotiate piecemeal with 80 countries+. I am focused on figuring out what terms matter most for the MaL Accords. I have a few in mind which are obvious and would kingmake the US. I don’t buy this whole “end of US hegemony”. This is the moment to go for the jugular and establish world order around America.

Nothing to see here, please move on ...

$BTC hodlers need to learn to love tariffs, maybe we finally broke the correlation with Nasdaq, and can move onto the purest form of a fiat liquidity smoke alarm.

Stocks and bitcoin will likely be at all-time highs again before the end of the year. All this noise will quickly be forgotten.

US stock market alone wiped out cryptos entire market cap today. Still so early

Blackrock’s BUIDL fund paid $4.17M in dividends in March. $3.5M of that was paid out on Ethereum. In total, of the ~$25M the fund has paid out, $22.8M of it has been paid to Ethereum. Ethereum is the clear choice for institutions. Data from @Securitize

Some miscellaneous thoughts from Hong Kong this week 1) no mention of NFTs anywhere at Art Basel, no mention of memecoins anywhere 2) investment banks are pushing China revival tech thesis aggressively now. DeepSeek, valuation gap, innovation wave. Southbound flows are large, main board shellco prices are back to 200m hkd or so 3) family offices are watching Saylor closely and considering if theres demand for them to convert their own companies 4) very strong belief that BTC is digital gold, very high cynicism toward crypto tech thesis and crypto venture. Regulated custodian and exchange plays also interesting to some

Boomers be like I’m a multimillionaire, and have 100% of their net worth in a house they bought for 5 potatoes and a handshake.