Topher (@tophergmi) 's Twitter Profile
Topher

@tophergmi

analyzing @arca

ID: 1146397316171141120

calendar_today03-07-2019 12:36:34

1,1K Tweet

1,1K Followers

1,1K Following

Topher (@tophergmi) 's Twitter Profile Photo

1. If a team doesn't need fundraising, that's great. It should be celebrated that the team did not needlessly dilute holders, and Paradigm had to buy at the same price as everyone else. 2. HL is an extreme rare exception (unicorn). The founders were already very wealthy afaik +

Topher (@tophergmi) 's Twitter Profile Photo

Great convo here jack-anorak and Omid Malekan 🧙🏽‍♂️ "The biggest barrier to any project is raising too much money. Raising money in our industry is negatively correlated with success.. I don't understand why if you are writing software you need to raise $200M" 29:48-31:29

Topher (@tophergmi) 's Twitter Profile Photo

Heads down but also not turtle-ing... leaving community/holders in the dark about what is being built "Markets are going down. Nothing we can do. So we're heads down devving" ..with no engagement/updates burns holders and is hard to recover from

Topher (@tophergmi) 's Twitter Profile Photo

After the 10/10 wipeout, the market had it's first real reset & got its footing 10/17. A check-in on performance since that time.... Winners: Businesses with value accrual token design Losers: Protocols that ignore token design Crypto is not exempt from basic supply & demand

After the 10/10 wipeout, the market had it's first real reset & got its footing 10/17. A check-in on performance since that time....

Winners: Businesses with value accrual token design
Losers: Protocols that ignore token design

Crypto is not exempt from basic supply & demand
Richard Galvin (@richwgalvin) 's Twitter Profile Photo

Dapps are 60%+ of crypto’s revenue yet only 7% of its market value. This is the same ratio as when dapps earned nothing. Majority of sector revenue, all the growth...repricing feels inevitable.

Dapps are 60%+ of crypto’s revenue yet only 7% of its market value. This is the same ratio as when dapps earned nothing. 

Majority of sector revenue, all the growth...repricing feels inevitable.
Topher (@tophergmi) 's Twitter Profile Photo

All the $UNI fans were slamming $AERO for emissions. They did not notice almost all UNI fee switch rev gets cancelled out by new inflation. $150M of selling to pay the team.. how frugal AERO emissions & fees go 100% back to LPs & AERO holders. And then ~30% buyback on top.