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Capitalism is a victim to exploitation, not the perpetrator of it Capitalism aims to assign value capture to value creation through free markets. When one captures more value than he/she creates, it is capitalism itself that is being undermined

Hot take: liquid funds will pivot to VC, not the other way around

Regardless of what happens with 228, the gaslighting I’ve seen from the sol community is upsetting

Your fave LST slowing down? Struggling to stay above 9% yield? SAD But there's a way out fam: deposit in Arana 🕸️' vault on Banx and enjoy 12% 📈 You're welcome - link below 👇

I would love for institutions to choose Solana as their blockchain However all the innovation towards institutional adoption seems to be happening on EVMs What can we do to change this?

Genuinely think there’s a large demand from crypto natives to own TradFi assets on chain

Bitcoin dominance is likely to top soon But instead of it resulting in alt season, we’ll have a stable coin season

This upcoming stablecoin narrative will create the most onchain leverage we’ve ever seen The unwind will be ugly

Current stablecoins are backed by offchain treasuries where the yield goes to Circle and Tether Future stablecoins will be backed by onchain treasuries where the yield goes to the holders

The most likely winner in this is BlackRock They currently generate $20b in revenue from $10t in AUM. That’s a 0.002% margin Current yield bearing crypto (lending, lsts) charge a 0.5% margin That’s a 250x improvement

Bitcoin’s strength through all this is alarming

DoorDash refinancing was the top signal wasn’t it

David Hoffman Many US citizens would like these jobs Parts of Appalachia, the Deep South and my home in the Midwest are hollowed out from the abandonment of manufacturing The people that live there are humble, blue collar and hard working with little to no economic opportunity. They’re

When countries have a trade surplus with the us, what do they do with the excess capital they receive? They buy US bonds The trade deficit has helped, not hurt, our ability to finance bonds Eliminating this deficit eliminates our largest purchaser

Great read from Zeus. Counterintuitive thesis but explains why there seems to be an excess of capital with no where for it to go. No currency wants to take on the burden of being the reserve

Corporations will drive crypto adoption, not crypto native teams Blackrock for rwas Stripe for payments

If a DePIN network doesn’t have tailored hardware and doesn’t require global distribution, it will fail Pretty much every DeVIN (filecoin, render, etc.) falls in this camp

We are about to see the rise of the digital mom and pop shop

Feels like the IPOs are starting to pick up

It is the illusions we submit to that determine the identity of our society It is the illusions that enable it to exist at all