imo plasma releasing their own neobank app is quite bearish for the chain and token plasma can only become the leading stablecoin chain over tron if they get buy-in from leading distributors (binance, other exchanges, etc) that offer popular hosted wallets these custodial

Don't think it's a surprise that $ETH is going to utilise price action around the important Weekly level. From a bullish perspective we want to see price trading under here as perceived value from the market and a response. Trading conditions remain volatile on % moved.

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This was an exceptionally cogent articulation from Roelof about the state of venture capital. "There's a lot more talent than really interesting companies to be built. And I think we're spreading a lot of that talent thin right now." "Venture is a return-free risk."

Things I’m awful at, trade execution and management. Things I’m good at, portfolio management. In general, I feel the cycle is over unless some CB (US proxy) decides to add bitcoin as a catch up trade to the Gold trade. Barring this, cycle over. Bitcoin is beta.

Gold is very dumb, it is like SPX but dumber. The market is segmented into 3 major exchanges - COMEX, LBMA (London), and Shanghai There are some smaller OTC markets like India, but those don't really matter that much

When people called for alt season 5 years ago it meant coins would 100x but when people call for alt season now it means alts will only go down 30% instead of 80%

this is not financial advice, i have no idea if u should be long here or not, hopefully this marks the bottom just noticing this is awfully similar pa to times ive blown up before where im usually right on a week+ long horizon but i dont survive the week

Most tokens are going to trend to zero, not new insight. But the acceleration at which it will occur is, mainly, due to the CLARITY act. Launching an alt with any US involved person is near suicide. The retroactivity of this too will be painful to stomach. Makes sense to be

Bros are getting bulled up on the ‘ bottom ‘ despite a clear HTF trend change… be careful.

the single most important factor for truly great outcomes is not how hard you work or how smart you are its if you were born in proximity to a great tech revolution ask yourself in 20 yrs what you were doing while programmable money took over

Marc Andreessen 🇺🇸 In Margin Call, every escalation up a layer is to a simpler mind. "Please, speak as you might, to a young child. Or a golden retriever." youtu.be/fij_ixfjiZE?si…

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don't forget

There is no greater discrepancy than New York City, where the wealthy get to live the pinnacle of human existence and the poor live like bugs

The love (and hate) of a Balkan woman is perhaps one of the dirtiest and strongest drugs on the planet. Smoke filled coffeeshops where she’s had her third coffee in a row and 5 cigs while recounting to you her childhood hiding in bomb shelters and her father shooting his cousins

Eclipse has received zero user reports of downtime from the AWS outage. To be clear, the chain is definitely down, there's just no one using it.

Big bang TGEs are dead The new playbook: Wait until there’s adoption, or launch small and accrue value over time I analyzed TGEs from the past 18 months for our Safary Certification program, comparing launch mindshare to token performance today Almost every hyped TGE cratered