Simon Dedic

@spencer I see arctics, I buy them. Doesn’t need much of an IQ.

Smart.

Continuing to stack up all the Pudgy grails down low while you’re busy chasing Pokémon, One Piece and YuGiOh at the top. We‘re not the same.

This market has made more millionaires out of people who simply refused to leave than out of those who tried to time it perfectly. Now that the bottom is in, those who haven't given up get the best of both worlds. Golden times ahead for those still here. Make the most of it.

@PudgyPulls @vibes_tcg @pudgypenguins @Ocapgames are you selling them?

But do you promo?

@MikeIppolito_ Blockworks Data > Data

Blockworks data everywhere

Our -99% coins just found a way to go lower. I didn't even know that was mathematically possible. Reverse Cramer is to portfolios what autocorrect is to texting: Trying to help. Making it worse. Every single time.

@Pedromiranda Imagine Beezie was live on Solana too. Would be full-blown domination of collectible capital markets.

Solana:

@Collector_Crypt LMAO

@sjdedic One will change lives and revolutionise legacy systems The other is Ethereum main-net

Collector generated more gross profit yesterday than Ethereum produced in real economic value. 263B FDV vs 0.07B FDV Obviously comparing apples with oranges here, but that's exactly the point.

Every feature we launch starts with one question: does it create artificial demand, extract from retail, and make CZ richer?

Plus they haven't even said 'thank you' once

All of this dropped only today: - Tempo and Stripe are releasing their own Machine Payments Protocol - Coinbase is competing for a partnership with Cloudflare to issue a stablecoin for AI payments - Visa Crypto Labs is rolling out a command-line tool for agentic payments The agentic economy is likely the biggest opportunity of our lifetime, and the race among all the industry giants to get their piece of the cake has officially begun. And the best part? They all seem to agree on one thing: crypto is inevitable for this future.

@petitfilo @P2Pdotme @mdudas @shayonsengupta @jon_charb @robinhanson @Shivfreespirit @slayervault @TheiaResearch @johnrobertreed @metanallok @Futargamy That’s great to hear! Maybe @P2Pdotme get in here and comment on that

@sjdedic @P2Pdotme @mdudas @shayonsengupta @jon_charb @robinhanson @Shivfreespirit @slayervault @TheiaResearch @johnrobertreed @metanallok @Futargamy yes definitely, I mostly use it to offramp - cheap and private. there’s a lot to do on the ui side but they made good progress already since the zkp2p days after reading the raise details the only thing I can’t get my head around is the 25ppl headcount they have

After thoroughly reviewing the upcoming P2P ICO on MetaDAO, I’m convinced this is one of the most compelling public sale opportunities we’ve seen in quite some time, and hence we’ll be participating with size. @P2Pdotme simply checks too many boxes in our investment thesis to ignore: 1) Stablecoins are without a doubt crypto’s breakout use case with the strongest product-market fit. For us, the bull case for stablecoins has always been emerging markets, banking the unbanked and giving people in unstable or hyperinflationary countries more financial (and therefore personal) freedom through access to the USD. I think most people (especially in the West) simply can’t grasp how broken the onramp infrastructure in regions like India, LATAM, or Africa really is, while at the same time underestimating how much larger the demand (and therefore the addressable market) actually is. 2) I think it’s no secret that we at Moonrock are big supporters of DePIN as a vertical. While P2P is obviously not a DePIN, it comes with the exact characteristic that has always made us extremely bullish on DePIN: global capital coordination. Just like building entirely new physical infrastructure networks, the same simple concept applies here: “Give people tokens and they will do things.” The token incentive mechanism to horizontally expand and onboard new operators who will scale adoption across all regions doesn’t just seem highly effective, but also creates a strong moat through its physical component and trust advantage, both of which will only compound as the protocol grows. 3) This brings me to my next point, again comparing it to DePIN. Many DePINs ultimately failed because they treated their tokens like free candy printed out of hot air. And their price performance reflected that, creating a negative feedback loop for those being incentivized. This is where it gets interesting that P2P is going the @MetaDAOProject route, essentially committing to the idea that tokens = equity. Operators who believe in the business early won’t just earn unsustainable loyalty points, but actual sweat equity, becoming part of the business and gaining a claim on its future success and revenue. This should be a much more sustainable approach to achieving compounding growth, rather than a downward spiral to zero. It also enables true decentralization. While this might sound idealistic to some, it matters a lot in emerging markets, where people are actively looking for solutions but are often exploited by fraudulent or scammy intermediaries. 4) If they had pitched this to me two years ago, I would have found it interesting but had serious doubts about their ability to execute, as it’s clearly a very ambitious undertaking. However, they’ve already proven that they can execute, and that the model works. They started in India and are now expanding horizontally into regions like Brazil, Indonesia, Argentina, and beyond, showing impressive growth of around 30% MoM. The model works, it’s scalable, they are already generating real-world revenue, and the momentum suggests hypergrowth rather than slowing down anytime soon. Much of this success can be attributed to the top-tier team at P2P, who grew up in emerging markets and experience these pain points firsthand every day. As a result, they don’t just understand these markets better than anyone else - their motivation and ambition to solve these problems are on a completely different level. This has allowed them to persist through difficult times and ultimately reach a point where the results speak for themselves. Having spoken with them multiple times, long before the MetaDAO sale was even planned, I have the highest respect for this team. 5) The cherry on top: I really like how this team thinks about their token and its holders, which is clearly reflected in the structure of the MetaDAO sale. The FDV will likely land somewhere between $15–25M. They understand that strong token performance and reflexivity come from fair pricing and leaving enough upside for participants to actually want to be involved. Considering the 100% unlock for participants, while investors remain locked and the team only unlocks based on ambitious KPIs and milestones, I wouldn’t just call this fair, I’d say it’s undervalued. Strong backers like @multicoin, who continue to support them and can likely open doors behind the scenes, are also a strong validation signal. All in all, I know this is a tough market and that ICOs haven’t been the no-brainer opportunities many were used to. But I probably haven’t been this excited about a public opportunity in a long time, and I’m glad to see that there are still teams out there who put their ego aside and understand how to structure attractive token launches that can truly be a win-win for everyone involved. The ticker is P2P.

@Courtyard_io How much did the buyer pay

Seller paid 0% fees 🤝 buyer shipping home 🔮✨ courtyard.io/asset/f84e8b94…

Expedition Mewtwo. CGC Pristine 10. Pop 3. Pulled from a $999 pack 2 years ago... Just sold for $17,777 on Courtyard 🔥

@petitfilo @P2Pdotme @mdudas @shayonsengupta @jon_charb @robinhanson @Shivfreespirit @slayervault @TheiaResearch @johnrobertreed @metanallok @Futargamy Interesting! Is it your go to on- and off-ramp? Why do you like it more than others?

@sjdedic @P2Pdotme @mdudas @shayonsengupta @jon_charb @robinhanson @Shivfreespirit @slayervault @TheiaResearch @johnrobertreed @metanallok @Futargamy been using Peer for a while. Cool useful product

The future of the machine economy is human-centric, and therefore it is onchain. This is the next chapter for peaq: Becoming the neutral, omnichain standard to bring machines onchain, coordinate them, orchestrate them and give them a composable identity. There’s a future where mGDP surpasses human GDP. And in my opinion, it’s much closer than we’re willing to admit. Personally, I’m making sure I own my piece of the pie. I own $PEAQ.

@Beezie Gib more dopamine

not everything belongs in here this one’s for grails

When you treat your IPO like a shitcoin:

Wait, is this real? The S&P Dow Jones Indices partnering with @tradexyz to get on Hyperliquid? First they ignore you, then they join you. Also big win for perp DEXs, big loss for CEXs.