Chris Ng

Token Economics @FortePlatform. All views are my own

[Chief AI Officer @chiefaioffice]

This startup wants to overcome Open AI ⏳

They raised $113M within 4 weeks of incorporation.

It's called Mistral.

- Founded by former members of Google's DeepMind and Meta

Here's their pitch deck (yes, its a doc)

> 7 pages

[Brad Gerstner @altcap]

Unlevered FCF (free cash flow) - SBC (stock comp) is the new EBITDA. For early stage companies, stock options can be a powerful force for incentive alignment. But for many companies RSUs replaced options and simply obfuscate salary inflation without any shared risk or alignment.

[Chris Ng @0xChrisNg]

Wen free web3 degree? I just applied for my spot at Alchemy University (@AlchemyLearn) - and you can too!

https://t.co/RMRxauEYdG

[Daniel Cheung @HighCoinviction]

I believe that there is a massive short opportunity for $ETH at ~$1200 over the next 2 months.

We still have not seen real capitulation yet and July / August are lining up to be potentially the worst months.

Here is how I am thinking about things 🧵

[Sangeet Paul Choudary @sanguit]

Forking, interoperability, and the possibility of vampire attacks create an entirely new competitive landscape in Web3.
#DAOs #forking

https://t.co/7Y4x2yeSc8

[NoSleepJon 💤⏩ @nosleepjon]

Gud read on crypto microeconomics @WhosDaveStanton
https://t.co/hsFQvRKWhG

16/x

[azfnft.eth 🦊 @azfnft]

How can P2E gaming become a sustainable business??

I analyzed popular P2E games (Axie, STEPN) and traditional games (Fortnite, Minecraft) to figure out the best business model for the future of gaming.

🧵👇

[atareh @atareh]

Opensea announced something MAJOR today - they created a protocol for NFT marketplaces called Seaport

Here's what it means, why it's big for decentralization and how this radically changes how we buy/sell/trade NFTs

🧵👇

[Onchain Wizard @OnChainWizard]

How to make a >800 million dollars in crypto attacking the once 3rd largest stablecoin, Soros style:

Everyone is talking about the $UST attack right now, including Janet Yellen. But no one is talking about how much money the attacker made (or how brilliant it was). Lets dig in🧵

[Peter Yang @petergyang]

So many NFT projects are claiming metaverse land as a reward on the roadmap but isn't metaverse super f***ing hard to build and make people want to spend time in?

[yearn @yearnfi]

You’ve heard of ERC-20s, ERC-721s and ERC-1155s

Soon you shall know ERC-4626s

The Tokenized Vault Standard (ERC-4626) is final. And the Great Vault Standardization begins now

tl;dr 👇

[Route 2 FI @Route2FI]

A quick Anchor Protocol update:

The yield reserve shrinks by $5M per day.

At the current pace, the yield reserve would be empty in around 45-50 days.

What’s next for Anchor? And will the yield reserve be topped up again?

1/13

[Lars Doucet @larsiusprime]

Prediction: the fallout from land-based economics in NFT games will be the trigger that gets a lot of techies and game developers into Georgism (and also likely the first time they've ever heard of the philosophy)

[0xSong @0xSong]

I present to you the top 10 must-reads for those wanting to dig deeper into tokenomics. 🧵

[Alexandre Arnault @alexarnault]

When punks go wild at @TiffanyAndCo

#3167

Rose gold and enamel Cryptopunk.

Sapphire and Mozambique baguette Ruby glasses, yellow diamond round earring.

LFG!

[croissant @CroissantEth]

Need real-time alpha?

Look no further than Etherscan. It is your best friend.

This thread will teach you how to master it. (1/x)

[pixel @spacepixel]

Why most Play-to-Earn models don't work

What can you do to stop the this catastrophic failure?

🧵👇1/12

[Fred Wilson @fredwilson]

There is something quite magical about attending a live minting of generative art. The digital and physical realms coming together to create something unique and amazing.

[Bobby Goodlatte @rsg]

Almost every one of these companies should be publicly traded—but they’re not

We’ve systematically cut the general public out of upside

If you were an early fan of Apple in the 80’s: great just buy the stock

Fan of any one of these? Better be an insider if you want to buy