Rex Liu
27K posts
Rex Liu
@rexliu
💎 '17 Crypto Survivor | EN/CN Bridge 🧵 Daily: Learn, Write, Build in Public 🐍 Real-time @snek Community Watch 🤝 DMs Open: Collabs, Tips & Alpha
JUST IN: Hyperliquid now trades more oil, gold, and silver than crypto.
The four-year cycle isn't the story anymore. Ed and TJ from @parataxis_cap joined me to break down what actually drives crypto from here. Liquidity, macro, ETF flows and, the coming wave of AI agents. As ever, please enjoy!
We just released Claude Code channels, which allows you to control your Claude Code session through select MCPs, starting with Telegram and Discord. Use this to message Claude Code directly from your phone.
We just released Claude Code channels, which allows you to control your Claude Code session through select MCPs, starting with Telegram and Discord. Use this to message Claude Code directly from your phone.
SpaceBudz is entering a new chapter. But personally the project ended long before this announcement — roughly around the V2 design update in 2023, when everything went quiet. I got into CNFTs in 2022. Picked two projects: Clay Nation and SpaceBudz. Bought NFTs, changed my PFP, joined community discussions, and spread the word. I genuinely loved the SpaceBudz design. It was what taught me the real appeal of NFTs, and I spent over a year deep in that. I believe it started as a sincere experiment. Exploring Cardano, testing protocol possibilities — that part was real. But once you start something and people show up, it stops being an experiment. SpaceBudz had the foundation to become a lasting brand. The community was there. What disappeared was someone willing to carry it. After Ales stepped away and Nami was sold to IOG, I cleared my entire position in the second half of 2023. Lost over 50k ADA. No regrets. Here is the investment logic I keep coming back to: In crypto, talent matters less than commitment. You do not need to succeed — you need people to see you still trying. That is what holds a community together. Not roadmaps, not promises. The visible, ongoing effort of someone who refuses to walk away from what they started. Most projects fail exactly here. Founders allocate tokens to themselves first. When the market shifts or a shinier idea shows up, they pause and say they will return later. But trust does not pause. The people still holding your tokens and NFTs do not get to pause. You think there is still time. They do not. Honestly I know investing requires research and the ability to absorb losses. But they could have done better. And almost everyone needs to go through this kind of disillusionment before they learn to hold on only to what truly earns their conviction. That said, I'm grateful for the early team's effort and I respect those who've been carrying it forward. But I still do not like this outcome. Been there, done that.
SpaceBudz started as an experiment, a way to explore what was possible on early Cardano. That experiment is now coming to an end for us as creators, and we will be stepping away from the project. @TavernStudios (@Knackfish and @TristanUckie) will be picking up the project in its current form. Their intention is to honor what SpaceBudz has become and its history, while finding their own path forward with it. It has been a great journey. Thank you to everyone who collected, built, and believed in SpaceBudz along the way. Ales & Zieg
