Howie

putting the fries in the bag

[Ansem @blknoiz06]

was anybody else aware that the @baseapp trenches look like this rn???

[DFarmer @OGDfarmer]

As usual, I’m a picky mfer, but I’ve been looking for a good RWA play for a while, and I just finished building a position in @lienfiapp.

My apebrained tl;dr is this after stalking two years of the RWA narrative: it’s been 80% tokenized T-bills and 20% pokemon cards. Dass it. So it looks to me like everyone is fighting over a 3% yield that Larry Fink already sells better, or TCG gachas with no moat and winner takes all.

$LFI is tokenizing tax liens, an asset class that’s been printing double digit yields in county courthouses since before any of us owned a wallet. Pension funds have been farming this shit for fifty years, it’s a massive market, and for my understanding retail basically could never touch it.

The project had their 0 to 1 moment last week when they went live with their Florida batch of Liens. It’s live. If they scale it’s massive imho. Not financial advice, dyor and all that jazz.

Red flags? They just launched two weeks ago or so, one batch live, lots to prove, and unclear what kind of direct value accrual there will be to the token. But that makes sense or it wouldn’t be sitting at 10 milli mcap.

I like the asymmetry of an early bet, I wanted some RWA exposure, will stick around for a while. Bet is dumb simple tbh. Just like I like em.

[LienFi @lienfiapp]

Today, the first purchase of a tokenized U.S. property tax lien was completed on LienFi.

A small step for the platform, but an important step toward modernizing how tax lien markets can operate onchain.

Early access invites will begin rolling out in phases tomorrow.

[Howie @8howie8]

Ton szn inevitable

[Pavel Durov @durov]

@anndylian Inevitable.

[Howie @8howie8]

The ethereum:0xf280b16ef293d8e534e370794ef26bf312694126 is going to mars

[Howie @8howie8]

@traderpow Less clicking, more thinking

[Howie @8howie8]

There is a $kta potentially token currently sitting below 10mil mc

[Howie @8howie8]

I will now be tuning into every @shaams sunday cause it attracts good feng shui

[Ansem @blknoiz06]

going to cut eth short & buy asteroid in solidarity to atone for my sins

[Howie @8howie8]

smell a base szn coming

[Howie @8howie8]

Got early access to @Plasma stablecoin card.

So far so good, very clean user interface and setup procedures. Excited for what’s coming

[Poods.TROLL @Poods444]

IMO ethereum:0xf280b16ef293d8e534e370794ef26bf312694126 is too consensus right now

What I mean by that, everyone thinks it’s going to 1B+, but everyone is always wrong

Therefore I believe it’s due for incredible shakeouts and many will capitulate simply due to the time factor & boring sideways PA

It’ll simply take too long many will capitulate and move on, and if it isn’t for an Elon wildcard or another random catalyst in the short term, there will be plenty of shakeouts and boring PA

The best thing you can do right now is slow dca and hold, and be prepared to hold for LONG, this is the final play and a layup you likely won’t find anytime soon

History told us you always shoot when such asymmetric opportunities show up, and stick to the thesis

I believe it’s ultimately going to multi-billions, however not in the time frame you think, your conviction and patience will be heavily tested, those who pass the test will retire forever

[Howie @8howie8]

@jjinnseii my goat

[Howie @8howie8]

my hanoi goat

[huycali @huycali9x]

Vừa làm cái biển hôm thứ 6 thì hôm nay x10 @basilla0 Thanks cu em

Vietnam cto taking the world by storm 🚀🚀🚀
$Asteroid @Asteroidcto

[Howie @8howie8]

@huycali9x @basilla0 @Asteroidcto bro is the king of hanoi

[Howie @8howie8]

https://t.co/5BLhuJOmLs

[Howie @8howie8]

Whoever buys this derivative circle jerk wrapped bullshit $STRC needs to be tested for smooth brain.

I will translate what STRC essential is:

"so if we don't have enough money for the dividends, then we just not gonna pay you"

"we will use the proceeds from STRC to pay dividends if we need to"

"btw, you don't have redeemable rights and the trading of this asset only depends on secondary market"

"also, yeh we don't know how sustainable this is but fuck it!"

[Howie @8howie8]

The sensitivity of the market’s reaction to Trump’s tweets needs to be studied