456203
Chikchak 🔵🐲🧉
@chicchan #456203
True
/onchain. Just /build it.
95 Follower 111 Following
Ethereum is the future of finance.
Cow is the future of execution for the future of finance.
In this regard... cow is the perfect beta play for eth.
Gno fits this bill as well... Gno makes all of the best products ppl actually use in eth eco (like cow).
Gno also working on a next gen neobank... and it'll fuck as hard as all their other products.
Cow is the future of execution for the future of finance.
In this regard... cow is the perfect beta play for eth.
Gno fits this bill as well... Gno makes all of the best products ppl actually use in eth eco (like cow).
Gno also working on a next gen neobank... and it'll fuck as hard as all their other products.
ethereum eating the world and becoming the center of all financial value is inevitable. a lower bound for mainnet revenue is how much visa makes per year: 32.7 billion USD
ethereum only issues 2.4 billion USD of ETH per year. the future is very clearly ultrasound 🦇🔉
ethereum only issues 2.4 billion USD of ETH per year. the future is very clearly ultrasound 🦇🔉
let me present you a hypothetical:
two blockchains that make their value prop about enabling as much economic activity on a single shared state machine.
- one is quite fast (~400ms latency).
- the other is faster (~1-10ms latency).
-one is somewhat decentralized (validators must be run in data centers).
- the other is secured by the most decentralized network in the world (home stakers ftw).
- one has apps that are only possible on that chain (the other alt-l1s don’t count)
- the other can host all of those apps + an additional set of apps that no l1 can do.
what would you choose if you had a choice?
to me, the answer is pretty clear.
two blockchains that make their value prop about enabling as much economic activity on a single shared state machine.
- one is quite fast (~400ms latency).
- the other is faster (~1-10ms latency).
-one is somewhat decentralized (validators must be run in data centers).
- the other is secured by the most decentralized network in the world (home stakers ftw).
- one has apps that are only possible on that chain (the other alt-l1s don’t count)
- the other can host all of those apps + an additional set of apps that no l1 can do.
what would you choose if you had a choice?
to me, the answer is pretty clear.
Crypto - People just been recycling money around since March. PvP conditions which usually memes do well since they take such small amounts of money to move. Optimistic that Q4 actually brings in new money.
I dont make the rules. It aint alt szn folks. Many high FDV shitters wont have an alt szn...and have already topped for this cycle.
This week I nominate @nikaox for useful book recommendations that provide new knowledge about investments
https://warpcast.com/nikaox/0x2b093706
https://warpcast.com/nikaox/0x2b093706
High FDV Coins
1. FDV is Not a Meme: Avoid launching at a high FDV. For liquid investors, high FDV tokens are a red flag—they typically avoid or even short inflationary assets.
2. Raise VC Funds Wisely: Only raise capital when necessary and in alignment with your growth strategy. Choose VCs you want to work with, not just the highest valuation. Avoid the pressure to accept unsustainable valuations.
3. Don’t Launch a Token Prematurely: Avoid launching a token solely based on achieving a high FDV in private markets. Ensure you have clear signs of traction and product-market fit before proceeding with a token launch.
4. Token distribution: Aim for at least 20% to 50% of the total supply, rather than just 5%. However, the current regulatory environment can make this challenging to achieve.
5. Engage with Liquid Funds: Liquid funds are the sophisticated players who will underwrite your project’s risk profile post-TGE, and as a result, they play a crucial role in price discovery—not the VCs.
1. FDV is Not a Meme: Avoid launching at a high FDV. For liquid investors, high FDV tokens are a red flag—they typically avoid or even short inflationary assets.
2. Raise VC Funds Wisely: Only raise capital when necessary and in alignment with your growth strategy. Choose VCs you want to work with, not just the highest valuation. Avoid the pressure to accept unsustainable valuations.
3. Don’t Launch a Token Prematurely: Avoid launching a token solely based on achieving a high FDV in private markets. Ensure you have clear signs of traction and product-market fit before proceeding with a token launch.
4. Token distribution: Aim for at least 20% to 50% of the total supply, rather than just 5%. However, the current regulatory environment can make this challenging to achieve.
5. Engage with Liquid Funds: Liquid funds are the sophisticated players who will underwrite your project’s risk profile post-TGE, and as a result, they play a crucial role in price discovery—not the VCs.
let me put things in perspective for you:
- the world's two biggest economies (US & China) just started aggressive rate cuts
- China is about to inject over 2 trillion yuan ($284 billion) worth of stimulus to boost its economy
- China is about to start handing COVID-style stimulus checks to some of its citizens
- Chinese stocks just had their best week since 2008 due to the macro changes in China
- US stocks are at ATHs and look poised for higher
- we're just a few days away from October, which is historically the most bullish month for crypto
- we're 37 days away from the US elections which have historically been bullish for the markets
- crypto is getting increasingly positive reception across political divides in the US
pretty much everything looks incredibly bullish for the markets and crypto on a macro level
- the world's two biggest economies (US & China) just started aggressive rate cuts
- China is about to inject over 2 trillion yuan ($284 billion) worth of stimulus to boost its economy
- China is about to start handing COVID-style stimulus checks to some of its citizens
- Chinese stocks just had their best week since 2008 due to the macro changes in China
- US stocks are at ATHs and look poised for higher
- we're just a few days away from October, which is historically the most bullish month for crypto
- we're 37 days away from the US elections which have historically been bullish for the markets
- crypto is getting increasingly positive reception across political divides in the US
pretty much everything looks incredibly bullish for the markets and crypto on a macro level
election summer is now over
(1st) image shows the updated chart
(2nd) image shows what is happening underneath [prices at which coins last moved change over time]
consistent structures since 2011
(1st) image shows the updated chart
(2nd) image shows what is happening underneath [prices at which coins last moved change over time]
consistent structures since 2011
someday the classical rules of crypto mechanics will be codified into a principia bitphysics
at this point they will stop working and only gigabrain quantum crypto mechanics will be winners
at this point they will stop working and only gigabrain quantum crypto mechanics will be winners
Crypto - It always sounds crazy until it happens but I could see us pulling half a trillion dollars from the stock market in Q4. Give us a red week in the traditional markets while coins are pumping and you'll see rotation snowball.
This week I nominate @rudnevsky for his invaluable contributions to the /build community. Thank you sir.
2024 pre-season alt run *had* to give most all of it back vs BTC (bitphysics)
Insurance for AVS’s and XGA v2
https://forums.manifoldfinance.com/t/insurance-for-avss-and-xga-v2/589/1
#manifoldfinance #lido #restaking
https://forums.manifoldfinance.com/t/insurance-for-avss-and-xga-v2/589/1
#manifoldfinance #lido #restaking
@macedo update rounds. When will holders be able to nominate?
$fold Unlock the Power of MEV
'tech' investing
historically this was the path to crypto riches, find new tech early on [LTC to 1m btc mcap]
now it is some obscure MEV protocol, that might one day be worth 4k btc
historically this was the path to crypto riches, find new tech early on [LTC to 1m btc mcap]
now it is some obscure MEV protocol, that might one day be worth 4k btc
I just claimed my Round 2 $BUILD tokens and decided to burn 50 percent of my allocation to show support to the project. 🫡
Thanks to everyone who voted for me.
Let's keep building. 🧉
https://www.build.top/nominate/0x18f8e924B770b45903E8A89eD3897645f5AE9E94
Let's keep building. 🧉
https://www.build.top/nominate/0x18f8e924B770b45903E8A89eD3897645f5AE9E94
the bottom was here.
what more do you need?