Justin Bram

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Justin Bram

Justin Bram

@JustinCBram

figuring out what's next ||| one of the lads at @0xSteadyLads

New York Sumali Temmuz 2020
854 Sinusundan19.3K Mga Tagasunod
Justin Bram nag-retweet
Shual
Shual@0xShual·
So, to recap, the sentiment on the TL is: - DeFi is dead: don't bother with it, don't deposit anywhere, 'just use aave' is dead, off-ramp and at best park with ibkr or coinbase - The age of crypto is over: we're no longer early, it's the instutitionals era, coins have infinite price-insensitive sellers, and retail isn't coming to buy your bags - Onchain is dead, especially on solana, because of pvp tards that rush to outdump each other on 30k market caps. The only true runners are flukes on ethereum that are old and have no gen z to control its supply and is reliant on elon tweets. - The handful of projects that were considered investment-worthy are either not (aave, for example) or are already adequately priced (hype, zec). there are a few silent runners like $morpho but not many and low volume. - GameFi is dead. SocialFi is dead. L2s are barren. Financial activity only exists to farm points. Did I miss anything? Is anyone excited about anything? Something? If you're reading this - why are you still in crypto?
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Avi
Avi@AviFelman·
We are leveling up @1000xPod and need a cracked producer to grow with us. What you’ll own: 1. Graphics, live tickers, lower thirds & ad integration 2. YouTube, Spotify & Twitter upload/distribution workflows 3. Clip editing & short-form content for social 4. Scheduling, show notes & marketing cadence Very competitive pay. Async-friendly, can be from anywhere DM me your previous work 🙏🏽
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joseph.eth
joseph.eth@josephdelong·
Imagine Teotihucanos built this without noncustodial credit card networks
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Justin Bram
Justin Bram@JustinCBram·
@thiccyth0t -you’re talking to the wrong people -better projected margins + TINA I reckon -tech tech tech (military tech too)
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thiccy
thiccy@thiccyth0t·
some thoughts I’ve been having recently: - why is every conversation with 20-35yo men about looksmaxxing? - why are P/E ratios on stocks so high when the future is so uncertain? - what is the win condition for the US and why does it look like a militaristic one with each day?
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ivangbi 🦞
ivangbi 🦞@ivangbi_·
7] After all, a lot of early DeFi was discussed in lobsterdao @10b57e6da0 which has existed since mid 2018 and survived a few cycles thus far. Many early projects, farms, rugs, hacks and anything that in crypto - gets openly discussed. Open is a concept I've aways admired 🦞
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ivangbi 🦞
ivangbi 🦞@ivangbi_·
TLDR: I joined @ethereumfndn as DeFi Coordinator 1] I got introduced to DeFi back in 2019 and stuck to it ever since. As narratives appeared and faded away, my general belief in DeFi stayed. I think today, more than ever, Ethereum is the right place to grow DeFi further. I'd like to help make this vision a reality 🙏
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Justin Bram
Justin Bram@JustinCBram·
@arthur0x Token2049 is really solid because Singapore
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Arthur
Arthur@arthur0x·
Think crypto conferences have peaked, it will never be the same again.
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Justin Bram
Justin Bram@JustinCBram·
When Google announced their massive capex increase I used Gemini to generate a report to see which public companies would see the most capex impact relative to their current revenue and longed those companies after hours. One is up 20% since and the other two are up 10% Still inefficiencies out there if youre willing to look
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aneri
aneri@0xAneri·
After nearly 4 years, I've decided to move on from @coinbase and @base to explore something new. This was one of the hardest decisions I've ever made. I had the privilege of working with the most talented team I've ever been part of. People who genuinely care, play positive sum, and believe in our mission. If anyone ever has the chance to work with them, I'd recommend it in a heartbeat. I got to launch @base with Onchain Summer, travel the world from Kenya to Thailand to India to grow our builder and creator communities, and ship @baseapp from scratch, 0 to 1 work that meant wearing every hat needed for success from product to marketing to devrel to QA, and running through walls for bets I believed in. Through this I became a sharper builder and a better leader, and I'm SO insanely grateful for this chapter. Thank you to the incredible leaders I was lucky to work with including @jessepollak, @_johngranata, @chintanturakhia, @brian_armstrong, @maxbranzburg, @sid_coelho, and so many amazing teammates. Rooting for the team and Base builders and creators forever.💙
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Arthur
Arthur@arthur0x·
Me fearing massive AI led job displacement in a few years at 2am while my girl was focusing on who's gonna be the winner of culinary class wars S2 is a good illustration of the difference in reality we are all experiencing now.
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Justin Bram
Justin Bram@JustinCBram·
@OGDfarmer It’s already the biggest implosion in financial history
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Nathan Worsley ✨
Nathan Worsley ✨@NathanWorsley_·
Last year I sat in an office while a bunch of suits told me I was arrogant for daring to think differently. They wanted to build the 500th perp DEX, add an irrelevant minor technical differentiation, and spend a few years burning a bunch of tier-1 VC capital before the inevitable flop. It never ceases to amaze me that finance bros call themselves “masters of the universe” when they can’t even zoom out from the confines of their cubicles. “We've been in this game for more than 20 years, and you're not respecting our experience. You can't just re-imagine derivative trading from the ground up.” Well guess what motherfuckers… we just went and did exactly that. Tap Trading is derivatives reimagined from the ground up. Tap Trading is now the narrative for 2026. Tap Trading is the new form factor for retail. Tap Trading will bring the next wave of degenerates into our space. Tap Trading fixes onchain options. Tap Trading will save your marriage and make your kids respect you again. There’s a reason we have a million copycats before even launching… because this shit is the first real innovation in crypto derivatives since 10 years ago when BitMex first launched perps. We are almost ready for mainnet and I have never been so excited. Soon we will all be Tap Trading. I love you. We’re in this together. Lets go.
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le.hl
le.hl@0xleegenz·
If you're wondering why crypto down, here are some reason:
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Justin Bram
Justin Bram@JustinCBram·
In case you’re wondering “why” A lot of reasons. 1) the DATs are scams and have to unwind 2) crypto is very cyclical and since inception has operated in 4 year cycles of boom and bust 3) crypto became a republican thing so the TAM Is smaller - (trump crime family syndicate extracted a lot here but they gave us a huge exit window so I’m not complaining ) 4) blackrock with their etf pulled forward a lot of demand as it quickly became the most successful etf launch of all time 5) altcoins are 95% pump and dumps. Most have no cash flow or are at insane multiples (still) 6) Asia money supply is the one going up quickly and they’re buying gold in part because crypto is now seen as a western / trump thing 7) saas as a category getting smoked 8) new fed chair uncertainty / fud Personally id look to redeploy into bitcoin if we went to $40-50k which I think will happen. Also happy to miss it and enjoy equities
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