what if internet capital markets is actually about talented people building real, quality products and raising capital 10x more efficiently onchain while embodying a builder centric long term perspective?

Reposting myself as I'd like more visibility to this opinion I hold, which I think to be correct

Finally got myself set up with a third party security service for the majority of my crypto holdings. Such a relief. It was a mental burden I wasn't even aware to. The game theory behind kidnappings should tell us that many more are coming. Self-custody is *not* enough.

TradFi is the blue, crypto the red.

Stuff like this does more for crypto than HyperLiquid, pretty much all L2s, and Pump.fun combined. Anything that helps onchain organizations drive revenue and profit to token holders is *all that matters*.

Coinbase understands that tokenized equities won’t move the needle. It must be on-chain native. Meaning, no offchain asset.

This what I been sayin yo

Build tooling for these businesses and it'll be the most important thing since Ethereum. Uniswap, Aave and all the rest are useless long term without assets with actual value to trade. And aside from commodities, value MUST be connected to a for-profit business. By definition.

"Tokenized securities are still securities". RWA will have all the issues that TradFi has. Instead of tokenizing off-chain businesses, teams must build natively on-chain. Like building for world wide web users in the 90s, those who start earlier will get better, faster.

Justin Sun is incredible. Pretty much everyone I know considers him a grifter for at least the last 7 years. And despite that, he continues to make deal after deal. He keeps himself relevant, his products useful and growing in users, and most miraculously of all, keeps it all

It's helpful to split Crypto x AI assets into two categories: the Old Camp and the New Camp Only the New Camp of Crypto x AI should be in your portfolio IMO, with the exception of perhaps $TAO. The Old Camp is infra, going 'big'. The New Camp is agentic, intelligence, niche.

ICOs are great for the market. Don't sell your portfolio for them, and don't ignore them either. $ETH was a ICO. $SOL was an ICO.

What Role Should Crypto Play in a Modern Portfolio? Here's what our CEO Frank Hepworth has to say about his youtube.com/watch?v=ottgau…

I can't wait to dive into how this works. Anything that drives business onchain.

More businesses need to go onchain.

Yeah Sun is actually incredible. Not the hero but definitely a character.