My objective is to become a trusted figure in the crypto space.
Not for sharing fluff or engagement farming, but for what I bring: my crypto research, theses, and debates.
I continuously learn new things about economics and crypto, share them on this X account, and engage in intellectual debates to correct and sharpen my ideas and knowledge.
In the end, it benefits me and all my followers.
I sharpen my tools, discover new things, and correct what's wrong.
My followers get the end result of this work without putting in the hours, making them sharper thinkers and more educated about economics and crypto—which is necessary to be well positioned in the crypto market.
@Julia_aahn@SteveSimple@mattkratter@saylor I specialize in crypto, and crypto is by nature riskier than average so i don't think i have any advice on safety.
What i can say is that if you want to be in crypto and have the least chance of total loss of your capital, Bitcoin is definitely the play.
No, your analysis misses the point.
The value proposition of STRC is cash flow.
If you want capital, you buy MSTR or Bitcoin directly.
There are different instruments for different purposes. It goes without saying that you can buy Bitcoin with the dividends, but people don't do that because that's not what they buy STRC for.
@SteveSimple@mattkratter@saylor Exactly, if one side buys and the other sells, there is no holding. Scarcity can't take effect so it doesn't benefit the price.
@sjdedic This isn't true.
It all depends on the economic design of the L1.
The higher the coin usage,
The higher the velocity,
Therefore, they lower the scarcity.
L1s aren't all built to accrue value with every transaction.
Some are just hot potatoes, and their price drift downwards.
Correct.
But not every crypto can be a store of value.
Despite the freedom of transferability, most are capital destruction tools.
Arguably, only one asset can be a store of value.
Crypto memes do not have a value proposition that links the whole world.
Crypto tech is for users who need the utility, which doesn't link the whole world.
Crypto stores of value, or Bitcoin killers, lose the race because Bitcoin attained too big of a network effect.
Bitcoin is king.
@KookCapitalLLC Most people in crypto "happen to be".
That's where the damage is done.
A better approach is to plan exactly what you will do and why you will do it, before doing it.
That way, you are not swayed by the market.
You can take advantage of it.
@defidarling Bitcoin and Solana do not serve the same purpose.
They cannot be compared.
That said, from a capital preservation standpoint,
Bitcoin is naturally superior as it is a store of value.
@0xNairolf What matters most is tokenomics.
The product may be good, but the token not worth holding.
Then, the product needs to have a good market fit.
This ensures the token will be adopted.
Then, you have a decent chance of being well positioned.