retro
872 posts
retro
@retro
if you're so smart why aren't you rich @optimist
Katılım Eylül 2023
441 Takip Edilen4K Takipçiler
retro retweetledi
Thanks for the off switch @retro, this is why I share opinions publicly
(my take stays valid were just at higher prices)
W@wafxles
> Chain growth ≠ token value capture. The cleanest the-open-network:native bull case is not users holding TON, it’s Telegram making USDT on TON a real payment / wallet rail Users may hold USDT, but TON can still matter if validators, apps, LPs, developers, incentives and Telegram-native flows need the token Current value capture is still weak: low fees are good for adoption, but they leave little direct accrual for holders Big headlines can drive narrative and attention, but they don’t prove token accrual The risk is simple: if TON only sits in the background as cheap gas, the chain can grow while the token captures little value Don't automatically assume adoption will 5x price, unless base tokenomics change its a big leap to expect price to rally based of anything but narrative Of course as a consistent Telegram user I'm interested in the developments and integrations to come.
English
$TON trading 20% higher and onchain memes all legging up further
There's still more room for $TON, 3$ is magnetic.
retro@retro
Can't stress enough how asymmetric TON and its ecosystem memes are: The downfall of TON chain was Durov's/Telegram's disassociation in 2020, a whole 6 years later he's just come out and announced his full support and control of the chain Sizing in early is all that matters
English
Umbra is positioned exactly like this, but on Solana
- Umbra wallet for shielded swaps/transfers/payments
- Umbra SDK for projects to build on Umbra, value accrual to the Umbra IP
- SoV though solana:PRVT6TB7uss3FrUd2D9xs2zqDBsa3GbMJMwCQsgmeta , value from wallet and SDK accrues to the business, ownership governance gives token holders rights and real value in the business
- Shielded Umbra as a central mechanism to the SoV, while ability to shield any SPL token and give them natural privacy primitives
Umbra is the most robust privacy solution, private software / private SoV
Tushar Jain@tushar_jain
I used to think privacy only mattered for payments, not for SoV. Payments will be in stables so I thought private stables were the solution. I still think privacy matters for payments but now I think that privacy also matters for SoV due to wealth taxes. And no intelligent investor is using fiat pegged stablecoins as a SoV so you need a private and scarce SoV. ZEC has a credible shot at being the main private SoV. ZODL allowing people to buy ZEC in a decentralized way and easily shield it enables private SoV in a way that wasn't possible before.
English
Sizing in early is all that matters
+40% $TON
retro@retro
Can't stress enough how asymmetric TON and its ecosystem memes are: The downfall of TON chain was Durov's/Telegram's disassociation in 2020, a whole 6 years later he's just come out and announced his full support and control of the chain Sizing in early is all that matters
English
My friend @VenomCrypto_ is about to kill himself @chameleon_jeff
his airdrop is worth 30-40M, please give him something his currently homeless right now he wasn’t able to claim his airdrop because he didn’t sign the disclaimer.
True story.
English
Umbra's proposal passed and as a result, the old liquidity pool was sunsetted. Replaced with a newer, more balanced one.
The stark difference in overall liquidity can be seen below, before and after below using clobr.io:
TLDR: number go up, faster.
retro@retro
this $UMBRA proposal cuts more than 60% of sell side liquidity while keeping all (and a bit more) buy side. In degen terms, number go up easier and faster the product is finally done and already live on the play store, while we just watched $AVICI pump 150%+ in a week on nothingburger news on top of that, theia is otc-ing a large amount of $UMBRA making them the top holder, very rare for anything onchain to get institutional interest at $14m fdv, but this is gonna be obvious by summer add 2 and 2 together. every consumer facing app will bend the knee to privacy on solana
English
maybe so, but sol captured one of the largest narratives successfully
ton’s main case is likely gonna be different than sol’s so actual token accrual is different
the most bullish scenario i see now is a mini meme season on TON, that would justify speculation premium instead of relying on utility based metrics
sorry retro, i like to think a lot 😅
English
> Chain growth ≠ token value capture.
The cleanest the-open-network:native bull case is not users holding TON, it’s Telegram making USDT on TON a real payment / wallet rail
Users may hold USDT, but TON can still matter if validators, apps, LPs, developers, incentives and Telegram-native flows need the token
Current value capture is still weak: low fees are good for adoption, but they leave little direct accrual for holders
Big headlines can drive narrative and attention, but they don’t prove token accrual
The risk is simple: if TON only sits in the background as cheap gas, the chain can grow while the token captures little value
Don't automatically assume adoption will 5x price, unless base tokenomics change its a big leap to expect price to rally based of anything but narrative
Of course as a consistent Telegram user I'm interested in the developments and integrations to come.
English
Can't stress enough how asymmetric TON and its ecosystem memes are:
The downfall of TON chain was Durov's/Telegram's disassociation in 2020, a whole 6 years later he's just come out and announced his full support and control of the chain
Sizing in early is all that matters
stefo@degenstefo
English
I think some people don't realize the opportunity here
Telegram has been the messaging app for all sorts of business deals for years
There are A LOT of rich people in the telegram community which you can see when usernames are selling for as much as 7 figures nowadays
These people have the risk appetite of buying a username worth more than a house and you think they wouldn't buy memecoins through the app they use all day
There is the opportunity to onboard millions of capital to memecoins
We are still early
retro@retro
Can't stress enough how asymmetric TON and its ecosystem memes are: The downfall of TON chain was Durov's/Telegram's disassociation in 2020, a whole 6 years later he's just come out and announced his full support and control of the chain Sizing in early is all that matters
English
$TON getting cto'ed by durov and still not going max long is a great litmus test as a trader
a good litmus test as a trencher is fading multi-year bottomed memecoins that are only a few days into getting volume because 'they pumped'
if you fail either of these, sharpen up
English
