cryptopunk

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cryptopunk

cryptopunk

@xcryptopunk

the ultimate ct lion / research

testing & learning Katılım Temmuz 2023
1.8K Takip Edilen7.2K Takipçiler
Beanie
Beanie@beaniemaxi·
There's no doubt that peptides are making young people gay at an alarming rate. Our job is to capitalize long term on this trend by studying the second-order effects and investing accordingly. Here' how I'm playing this trend: Obvious buy is Grindr. And Match Group owns Hinge and Tinder which are both deep into the gay market. Bumble less gay exposure but still benefits. Gays also love and spend alot of money on pets so you want to be long Chewy. Trupanion for insurance, Zoetis, and Idexx for animal health, Freshpet for premium food. Pet spending is probably the biggest second-order effect by total dollars Gays travel more and index heavily toward urban destinations, cruises, and resort experiences. Royal Caribbean, Norwegian, Marriott, Hilton, Booking, and Airbnb. Cruise lines in particular have a long history of chartered gay cruises. Gays are heavy into personal care and grooming and spend rises materially. Estée Lauder, Ulta, and e.l.f. are all obvious beneficiaries of this trend. Gays are into fitness and adore Lululemon. And there's the publicly traded gyms like Life Time, Planet Fitness. Gym membership rates among gay men run well above the general population. Premium fashion and accessible luxury is a major gay market. Benefits Tapestry (Coach/Kate Spade), Capri (Michael Kors/Versace), Ralph Lauren, and the European luxury houses (LVMH, Kering) on foreign exchanges. You can probably short Mattel, Hasbro, Carter's, Children's Place, Kimberly-Clark (Huggies), and suburban-focused homebuilders like Lennar and D.R. Horton would face significant headwinds as gays hate the suburbs and flock to cities. P&G's Pampers business will be in trouble. Finally an asymmetric bet that fertility benefit companies like Progyny will see exponential growth as gays still want kids but through IVF and surrogacy. Hamilton Thorne makes IVF lab equipment.
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cryptopunk
cryptopunk@xcryptopunk·
@Tom_Degen68 this applies to all testnets btw u think they aren't going to airdrop?
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Tom ⛩
Tom ⛩@Tom_Degen68·
Don't waste your time for this Arc testnet Why? The whole project screams "built for serious finance players," not retail/crypto-native users. BlackRock and Apollo didn't write big checks for a chain that's going to dilute early token holders with a massive retail farmer drop. Circle is a public company and they're extremely careful about how they handle token distributions. If they launch a ICO, I will try to participate. But airdrop? No.
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0xviet
0xviet@0xvietnguyen·
airdrop projects tier list from chinese website
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cryptopunk
cryptopunk@xcryptopunk·
tradingview added a polymarket ipo page but it’s fake they did the same with kalshi, spacex and anthropic why this isn’t real: - no official S-1 filing - dec 31, 2026 is likely just a placeholder date - zero confirmation from polymarket right now polymarket is still focused on private funding rounds with valuation rumors already around $15b a real ipo is still a long way off
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cryptopunk
cryptopunk@xcryptopunk·
to get into the @polymarket builders top 177, you literally just need more than $2 in volume the competition is non-existent, start building
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cryptopunk@xcryptopunk

top 4 ecosystems to build in (some will likely reward early builders) 1. @polymarket > probably the friendliest ecosystem for builders rn > register your app here: builders.polymarket.com > only ~346 on-chain projects currently registered: dune.com/gateresearch/p… > if you make it onto the leaderboard, there's almost zero chance they ignore you at tge 2. @base > register your app here: base.dev > 9,435 apps registered so far: dune.com/base_ds/base-b… > sounds crowded, but most apps are completely dead > realistically only the top ~1000 have any meaningful traction 3. @tempo > all info here: tempo.xyz > despite the stripe + paradigm backing, daily stats still show only ~100-200 active servers/providers: dune.com/omtesname/temp… > most of the activity is concentrated among a few major players > the real opportunity is building infra/tools around service providers 4. @arc > builders fund launching soon: arc.network/builders-fund > for now, join the architects program: community.arc.network > still early enough that even simple content/community contributions stand out with ai, building has never been easier given how low the competition still is, this feels way more +EV than mindlessly farming random on-chain tasks good luck

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Alex Fil
Alex Fil@vaultmkr·
most viral CT advice exists so you feel okay about not doing the work "the algo is down sunday" "it's a bear market" "your time will come" all cope all liked all useless
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cryptopunk
cryptopunk@xcryptopunk·
@vaultmkr @Polymarket i think someone was/generating fake volume but they said they would punish people for that
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Sakata
Sakata@0x_sakata·
these are the best wallets in web3 prove me wrong
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Penguin
Penguin@PenguinWeb3·
Codex 5.5 is AMAZING I basically know NOTHING about coding but I still managed to build 3 working apps: http://localhost:3001/ http://localhost:8000/ http://localhost:5000/ check it out.
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wale.moca 🐳
wale.moca 🐳@waleswoosh·
Guy who holds ten bucks in USDC thinks he's entitled to a six figure ARC airdrop
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Wals
Wals@walsxbt·
I am about to retire with $SLX Had an amazing ride. Changed my life multiple times over the years. Forever grateful for everything. Truly. It’s time I quit social media because it occupies too much of my time. Going full NEET mode. Goodbye friends
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MAXIMUS
MAXIMUS@maximusss·
One of my online friends lives just 5 minutes away from me. You only start noticing these things when you step outside the trenches for a bit. Friday started with a productive meeting and a cup of free coffee (s/o @himars) Wishing you all the same mood today😉
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cryptopunk
cryptopunk@xcryptopunk·
top 4 ecosystems to build in (some will likely reward early builders) 1. @polymarket > probably the friendliest ecosystem for builders rn > register your app here: builders.polymarket.com > only ~346 on-chain projects currently registered: dune.com/gateresearch/p… > if you make it onto the leaderboard, there's almost zero chance they ignore you at tge 2. @base > register your app here: base.dev > 9,435 apps registered so far: dune.com/base_ds/base-b… > sounds crowded, but most apps are completely dead > realistically only the top ~1000 have any meaningful traction 3. @tempo > all info here: tempo.xyz > despite the stripe + paradigm backing, daily stats still show only ~100-200 active servers/providers: dune.com/omtesname/temp… > most of the activity is concentrated among a few major players > the real opportunity is building infra/tools around service providers 4. @arc > builders fund launching soon: arc.network/builders-fund > for now, join the architects program: community.arc.network > still early enough that even simple content/community contributions stand out with ai, building has never been easier given how low the competition still is, this feels way more +EV than mindlessly farming random on-chain tasks good luck
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