19653
Mr.Wzrd

@mrwzrd #19653

Simply a Wizard || Frontend React Alchemist || Glitch art Enthusiast || Blockchain Maxi Gallery - https://gallery.so/MrWzrd
108 Follower 131 Following
Cryptos killer use case is the ability to tokenize the world and have those tokens be composable.

Maybe I’ll do a longer post about this because there’s so much I can go into, but being able to tokenize anything is an insanely powerful primitive.
I love seeing confirmation bias of my bags on the TL
Meme coins are cryptos killer use case
Hum governance tokens might start to be interesting now that UNI is doing a fee switch.

Feel like we’re going to see a lot of speculative premium in gov tokens that make them seem valuable.

Don’t have any $JTO exposure since I didn’t see value capture but UNI changes that..
JUP + ORCA = UNI + defi beta

My bets are positioned in SOL eco plays accordingly, since my bet this run is SOL

Fundamentals aside (JUP better than UNI), this is just basic crypto game analysis

SHDW pump was obvious, if the defi meta continues SOL defi seems obvious as well
Quite pleased with this ETH run because I swapped all my ETH for BLUR and have been staking that for a few months now.

BLUR is also great ETH beta so stacking points while the underlying asset goes up is just 🤌
Swapped the remaining BONK I had for WIF.

Nothing against BONK, and I respect what they are doing but I just like the hat more.

Consolidated my meme plays to three:

STAN, POPCAT, WIF
https://i.imgur.com/29vy7Rc.jpg
I get we're in APE now ask later szn but I won't buy something if the thesis doesn't click.

Been looking into FET and my small 🧠 doesn't get it. I can't find a compelling thesis beside it's an "AI play".

There are better AI plays that actually make sense to me (RNDR, PRIME)
This is why FDV is a meme in a bull.

WLD has an FDV of ~60 B which puts it at a top 3 crypto (not including USDT)

The silliness is just getting started. Higher.
https://i.imgur.com/BCUorMT.png
https://i.imgur.com/3ns3jhC.png
$STAN thesis playing out well - can't fade the fire content
They will never take the hat off this dog.
https://i.imgur.com/LWKSvMF.jpg
People can debate Monolithic vs Modular on the TL, but the reality is that the modular thesis is a super strong narrative for this run, so it's a good cycle investment.

I've learned to separate my long-term bags from cycle bags, and when making cycle bag decisions the narrative is all that matters.
Looking forward to a weekend deep dive into multi-chain/cross-chain protocols and shared sequencers.

These innovations address key challenges: the UX nightmare of cross-chain swapping and the issue of fragmented liquidity in L2s.

Both huge issues in the space atm
Seems like all the big 🧠 sol accounts I follow rock quekz…definitely a message in that.
Looks like SOL meme szn is heating up for a pt 2 👀

Besides Wif, my 2 other meme plays are Stan & Popcat.

Simple thesis: Cats are due & Popcat is the leader, Stan just makes banger content.

Both up ~50% today.
Watching $DEGEN closely, since it’s a bet on @farcaster

Thesis: Farcaster gud -> DEGEN gud
Swapped some DYM airdrop for JUP, but wow, the process to get JUP took forever.

The multi-chain UX is a nightmare.

I need to explore multi-chain solutions more because whoever cracks that will be the most valuable project in crypto.
I’m glad to have my main X account back, but the real problem was losing it in the first place.

The idea of building a brand on a centralized platform will look foolish in hindsight.

Grateful we’re moving towards an era of true data ownership, bringing the power back to the user.
BTC is about to break 50k and there hasn’t been ONE text from my normie friends.

How is this even possible.

The information asymmetry between us and retail has never been greater.

HIGHER
Devs are the hero’s of the protocols
People don’t realize that DYM is what ATOM was supposed to be.

It’s the universal gas token for Cosmos.

Pair that with Celstia for DA and you have cheap interoperable roll ups with one button click.

The thesis is that apps will use roll us as commonly as they use servers.
Jak has been making some 🔥 art here
289743
jak
@jak.eth·22:51 08/02/2024
If it's about Modularity/Solana I'm in. Those are my eco picks for this run.

Staying on top of everything is impossible, so I'm not chasing every new thing.

This run's going to be a whirlwind of distractions. Easy to scatter your focus and end up mastering none.

The edge comes from mastery, keep your edge zards.
Casting is such a better term than tweeting 🪄
Pls @dwr.eth let me turn off cast preview 🙏🏼
Cool frame
https://i.imgur.com/kAUMbW9.jpg
6348
joel
@loverajoel·16:27 07/02/2024
NEW FRAME: find the value of your account based on your FID

- using market data FarMarket by @farquest
- data updates every hour
- value calculated using ~1k data points
- after pressing the button, be patient, it takes 10s

for fun!! like or recast if you enjoyed it :)

https://loverajoel-fid-value.vercel.app/
This Pandora pumps brings me back to the nft insanity of 21’

But this time nfts have tokens so the insanity is about to get 10x
/NFT
Channels are so much better than #
Maybe my main X account being suspended was a sign from the gods that I should focus on Farcaster growth instead of trying to build up my backup.

I put 4 years of work into my main only for it to get randomly rugged.

All my connections, proof of passion, and tweets gone.

This is why decentralized social will win.
Memes power our digital nation, embrace them or get left behind
99
jesse.base.eth 🔵
@jessepollak·15:15 07/02/2024
if you're building memes or tooling to help memes on @base, we want to help

memes are a major part of the onchain economy and with the rise of onchain social on @farcaster, we are seeing the next wave of innovation

going to be fun and funny 🫡
Is there a way to turn off warp preview before send ?
One of the things I love about crypto is you can capitalize on virality.

New trend on social media? Token

New app blowing up? Token

Some kind of insane event? Token

In a tokenized economy everything is tradable, so paying attention provides insane opportunities.
I fully missed whales and honestly not mad.

Just proves the point that opportunities are plentiful.
Woh @super is sick.

This is what crypto composability looks like 😍

I LOVE IT
So this is the year we finally have a breakout decentralized social app.

About dam time.