1/ Huge respect for Dragonfly continuing to invest in the bear market.
But I'm morally obliged to call out sketchy projects gaining momentum.
As a community we must preempt large scale implosions like #FTX or #LUNA that set the industry back years
Bitget may be the next FTX 🧵
This is a full blown bull market, with institutions moving into tokenization. Big capital, after the bull run in stocks and the AI parabola, is looking for diversification.
Liquidity going forward will most likely flow through the blockchain, also via AI agents. Stock market exchanges will be tokenized and available 24/7 onchain, ushering in a whole new digital trading era powered by crypto.
The entire mcap of crypto is half the size of a single US company.
So let's grab our balls back out of our girlfriends purses, where we stashed them during the bear market, put them back on and ride some spot bags with a bit of conviction.
Stick to the plan. Not your mood.
full bull
I want to make something very clear. There is NOTHING that will break my will to grow LONG into a generational platform along with its assets and communities.
No event in my personal life, macro or majors nuking. It's evidently clear to me:
1. RH chain is here to stay and we keep pushing it (with many more other cracked teams focused on diff areas)
2. We will keep laser focus on RWA pairs. No short term side quests. "There is no other meta"
3. We are mission driven and you simply can’t kill a movement
4. We are only getting started
The space is still trapped in a zero sum mindset, believing that one chain, ecosystem, or asset needs to fall for another to rise.
There is a reason why launchers peaked somewhere a in '24 and were not able to scale. With each peak being mostly correlated with mini bull cycles.
It's driven by an excessive focus on who controls existing flows + vol vs how to bring net new use cases and users.
For LONG the focus is on the latter.
LONG eco is still very much in its infancy. I feel everything just like you do. I live and breathe the charts, waking up multiple times each night to check them and monitor sentiment.
From time to time it's like having a baby with a fever, it can be very scary. You have to step in, monitor, and act, but under no circumstances should you lose control (obv not giving up thats not even an option)
On another note, we’ve absolutely cooked up a much improved app experience, from fixing bugs in wallets and the token list to adding new LONG PVE filters. these will be going live soon.
Don’t forget: we don’t just tweet we know how to build and innovate. More next week.
LONG.
Tokenization is coming to America.
Thanks to the SEC’s leadership, Americans can start to reap the benefits of tokenization: instant settlement, 24/7 trading, fractionalization by default and more. It’s a good day for US innovation.