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matt (매트)
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matt (매트)
@szenics
@MEFndn | Enjooyoor
San Francisco Katılım Eylül 2010
1.5K Takip Edilen3.8K Takipçiler
This resonates a ton - it was the positioning for $ME more than a year ago when we launched
value accrues to the top layer of the stack because that's where all the users are. The moat is the customer relationship, always has been
Spencer Bogart@CremeDeLaCrypto
Short synopsis as to why apps are capturing more value than infra-linked tokens: Control of distribution creates routing power --> Routing power commoditizes infrastructure --> Commoditized infrastructure pushes economics toward marginal cost. Deeper dive below
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Crypto is winning, but tokens aren't.
In this deep dive @jonah_b and I explore the forces that are driving the Great Repricing x.com/CremeDeLaCrypt…
Spencer Bogart@CremeDeLaCrypto
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matt (매트) retweetledi
@nikitabier I definitely just want the sweeping skills. Highly transferable if crypto goes to zero
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matt (매트) retweetledi
Speculation Built Crypto, but Can Utility Sustain It Through the Next Decade?
Trading drove the first era. Institutions now want durable use cases. Can real utility support long-term capital without constant speculative cycles?
Join:
@sui414 (@PanteraCapital)
@szenics (@MEFndn)
@lsquaredleland (@succinctlabs)
@dsedacc07 (@PolkadotCG / @paritytech)
Germán Soto Sanchez (Broadridge Financial Solutions)
It’s not too late. Request your ticket: innovate.thetie.io
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matt (매트) retweetledi
thought this was an insane sound bite:
Each 100 basis point cut across the yield curve saves the Treasury ~$380 billion annually
(credit to @caladanxyz )
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75°F and sunny on the last day of January on California’s Central Coast.
California is undefeated.
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@yellowandy @rakyll Like I said. The haters in absolute shambles
Bro complaining about traffic like we’re in bangkok
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This is the Bay Area in January.
Nick Khami@skeptrune
insane that this is san francisco in february
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This will keep accelerating
Crypto Rover@cryptorover
Covid crash: $1.2B in liquidations. FTX crash: $1.6B in liquidations. Today: $1.02B in liquidations.
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BREAKING: President Trump says he wants to "drive housing prices up for people who own their homes."
"For people that own their homes, we are going to keep them wealthy," Trump says.
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Slowmaxxing is my new favourite thing to think about
- Read a physical book
- Go for a walk w/o listening to a podcast
- Eat food w/o watching a tv show
- Write using a pen and paper
- Get a pot plant or 10; tend to a garden
- Work hard on a single task
- Watch a movie w/o looking at your phone
2026 is the year of being slow 🤝
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