The Monad Pretty smooth airdrop other than reasonable Privy outage. -Broad criteria that balance rewards for active users and old money that Monad wants to attract. -tiered but presumably capped so it’s not lopsided. -Connects multi wallets (although maybe not enough 😜)

Ok I take it back. 2% airdrop is crime.

“achieves a BTC yield of 26.1%” They define “yield” as the BTC holding per share. BTC is up 45.83% from their average unit cost this year. But, bag holders are only up 26.1% this year. Strategy has huge overhead and pays for all its debt instruments. Their stock price is

“achieves a BTC yield of 26.1%” They define “yield” as the BTC holding per share. BTC is up 45.83% from their average unit cost this year. But, bag holders are only up 26.1% this year. Strategy has huge overhead and pays for all its debt instruments. Their stock price is

The reason airdrops don’t win actual users any more, is because they give so little to *REAL* users. The whole point of a token was to be able to reward users with *meaningful* ownership upside for being a user. Teams pay more to list on third rate exchanges than they airdrop

Markets getting crushed and did some window shopping… Not great that basically nothing seems like good value yet. Still don’t have any real appetite to buy. Maybe I’ll nibble some BTC and ETH for long term bags but honestly, meh?

Is crypto maga ready to realize they got played? As I said, your hollow promises would give you a boost, but you sold your souls to a con man and it would lead to pain ahead. And in exchange you’ve also given people like Warren even more ammo to be anti-crypto due to the

What happens to MSTR when Saylor dies? One of the only merits it has is Saylor’s unhinged devotion - but, that’s almost impossible to replicate in succession. Post-Satoshi BTC had this merit that its bus number was 0. Now feels like that’s kind of increased, because any Saylor

Notable that Black Friday sales data shows: -A 9.1% increase spend from last year. But: -A -1% in total item volume from last year. -Prices +7% higher. -Consumers bought on average 4.1% fewer items. And: -An 11% increase on buy-now-pay-later use. -Klarna specific use up 45%

Finally in the buy zone in ETH. Took longer than I expected, and still think BTC could over push to $68k. But with such a violent flush, you should at least get a bounce first.

Misnomer. He says L2s roles for scaling don’t make sense because L1 is scaling. But he points out the benefit of specialized L2s instead of generic. Something that many of us have long said is *more* valuable than stock L2s.

After the bounce it looks like it’s going to try and do a push of the $68k zone, which is a strong long term support range. I’d expect either the start of a reversal leg or at least another strong leg there *at latest* Ofc assuming macro doesn’t puke. If gold nukes another 10%

How’s that whole “crypto president” thing working out for ya?

For the first time in a while I’ve heavily deployed at this level. About 20% of all cash converted to spot now. Selling has been orderly and I expect more pain, and will hedge with shorts/options where needed, but I think this is a really good long term buy zone for the patient

Congrats friends. If you bought at these levels your up large. I think careful spot buys here are still good although we may chop for a bit. I added lots of BTC, ETH, and decent chunk of Aave, as well as small additions of ondo, pendle, alcx, link, sky, ena, hype and a few

With the current expectations, prices don’t return to what they were pre-war. There is a world where war happens, and there is more traffic from the strait, but it’s MORE expensive due to toll, increased insurance and lower supply. Markets likely: * Sell off on boots on the