Liquid crypto is probably the single biggest untapped investable segment for crypto funds and represents a huge opportunity that will almost certainly get no inflows couple thoughts why and how it feeds into VC outsizing and general animosity from wider market

Am I tweeting enough? My fantasy.top card holders.

Big week ahead? Barry Silbert

What's $FRIEND pool 2 APY now?

I believe this is the first time GBTC have inflows since they converted to an ETF?

11/ So almost inevitably, all VCs exit becomes dumping on retails until we have a newer crop of institutional market participants that are active in the crypto public market.

10/ Without mutual/passive funds in public market, the buying pressure of all VC unlocked bags almost 100% go to retails, with occasional trading in and out by the crypto hedge funds and prop trading firms.

However as we have seen, retails come and go with the market condition.

Honestly pool 2 is great, bring back more pool 2.

Survival of the fittest.

Think certain certain crypto have put in 2024 bottom in April and some will continue to bleed. Dispersion of returns will continue.

Can see we consolidate another one to two months before resuming upward trends for (my bags).

The story writes for itself in crypto.

me being cyberbullied by my fantasy.top fans for not tweeting enough today

Thoughts on $FRIEND so far?

Memecoins vs low float, high fdv VC tokens is a false dichotomy.

A middle road exists — high quality, liquid assets that have mostly if not fully vested their supplies.

SOL and MKR are great examples of this.

It takes more work to identify these assets as opposed to lazily…

Crypto Twitter infinite cycle of life.

We're back now.