tx/QuangVo

“When I thought about my mistakes as an investor, by the way, every single time it comes down to a failure of imagination, that I didn’t think big enough. I didn’t think about how this company could progress from where they were.” - Roelof Botha

@Ryan__Stephen with this position, I think I should build a spiderman

made lil claude agents that walk around your dock

Vietnam’s crypto saga: From 2017’s Wild West—scams, skepticism, Bitcoin called fraud—to 2026’s regulated frontier. Thanh Le, riding the wave since day one, reveals how 20M+ holders, booming DeFi, and Resolution 05 turned chaos into national strategy.

@8bitpenis when they come to A point, the competitor arrived to C point.

@8bitpenis too much dissapointed. product ship too much slow.

Solana perps landscape in a nutshell: "We have the best in class risk engine, liquidation system, fastest fill times and no toxic flow" "Sounds awesome! Where do I try it?" "Oh it's not live yet"

I have no technical analysis. And I know nothing about memes

@MetaDAOProject LOL

🫡 Futardio

@8bitpenis the most valuable thing to bet in crypto

im gonna ibrl ownership in crypto make tokens great again want to raise money? give me part of your business like a real man

Càng dấn thân sâu vào đầu tư, càng thấy như con kiến đang cố gắng hiểu về vũ trụ. Dần dà mình có nhiều câu hỏi hơn là câu trả lời. Cách duy nhất để mình tìm ra được câu trả lời cho nhiều câu hỏi nhất có thể là nhờ giữ được tính tò mò và đam mê trong lĩnh vực này. Đây là cuộc chơi không nên trông đợi vào sự may rủi. Cuộc chơi này có tính compound. Compound được nhiều hiểu biết, kinh nghiệm là càng làm dày mẫu số. Mẫu số càng dày thì khả năng observe, phán đoán càng có tỷ lệ chính xác cao. Không bao giờ tuyệt đối.

Not Your Grandfather’s Market

@8bitpenis quants

@txQuangVo it's not the company but the financial asset that has to be native

ownership coins just replace all the social contracts with legal & onchain ones (emphasis on both) we are at our Dutch East India Company moment securities act came 400 years later though, so we have a lot of ground to cover but technology should speed that up by magnitudes

@c0xswain @Collector_Crypt but the monthly vesting is too much

.@Collector_Crypt has made ~$17m in gross profits over the last 6 months (~$34m annualised), according to blockworks data. $CARDS is trading at 10m mcap and 80m fdv. The p/e ratios are currently at 0.3x and 2.35x respectively. At these ratios, the market is basically pricing in zero/negative growth. Seems puzzling to me given that the project is on the cusp of launching several initiatives that will place them on a "new S curve", such as: - their own vault to drastically improve UX and shipping times, while also allowing them to add more product types that would otherwise be impossible with current partners (i.e. sealed products, other collectible categories) - a pricing oracle which will essentially compete with cardladder (a monopoly rn). There is potential for monetisation while being synergistic to the broader platform (i.e. accurate pricing = collectorcrypt can roll out instant buy programmes = strong pipeline to accumulate inventory) I believe $CARDS is trading way below fair value and these prices and below will be good areas to accumulate if you have a long term view on the broader collectibles market.

@ethtwit @solana @PhoenixTrade can't w8 to try

91.3% of the volume across Solana perp DEXs is concentrated in just 3 markets. @solana is the everything chain. Traders deserve a venue that lets them execute with high performance on more than just SOL, BTC, and ETH. The demand is there. @PhoenixTrade is rising.

@gakonst This is the era of distribution and for entrepreneur

the twitter devfluencer era is done. too noisy, undifferentiated, and the craft just isn't there, it just smells attention-seeking vs real love for the game. it's also never been a better time to build amazing things, and i've never felt more empowered as a dev.

@vibhu Perfect

What do you think about a Privacy-ICO? People will blindly commit to investing until the sale ends. They only know the actual metric of the sale when it's over. And then, if the amount raised is less than the minimum, the sale is failed and all get refunded. But if it's more, the team can choose how much they want to receive, following Metadao's old fundraising mechanism.

@sacha @rabizzzy I don't think I have a point, so i'll stop typing after this tweet. but could someone do some kind of awesome experiment in metadao-plus-zcash? kthxbye

zcash for cypherpunk money metadao for cypherpunk capital and community formation dont midcurve it

@zooko @sacha @rabizzzy wow. huge

@TheShamdoo agree. so much embarrassing here.

This Clawdbot coin is a pivotal moment for our coins. The guy behind it all came out and said he wants nothing to do with the coin and will never support it. Price went up anyways due to the attention around it. Now you don’t have to fear a Ralph / Gas Town rug situation. Buyers can size in with confidence and this can run up way quicker than previous coins. Truly a moment to remember.

@jito_sol bcz have still not any been mainnet yet.

It's 2026 and some people still haven't heard of BAM!