Netpositive

[Netpositive @Netpositive5]

@JuggHP @OpTic it was good it didn't revolutionize anything though lmao. that's someone that has been on console their whole life talking.

[Netpositive @Netpositive5]

@antiprosynth @GrabowskiDylan https://t.co/5m9ORnMKXG @antiprosynth react to this or shut up from your glass house. keep disguising large whales in your illegal ico

[Netpositive @Netpositive5]

@RyanSAdams you eth maxis keep looking for an ethereum north star

there is already an ethereum north star literally called PROJECT NORTH STAR
https://t.co/NLDXjhrdez

[Netpositive @Netpositive5]

@CraigSearer @OpTic @FormaL God not real but aight

[Netpositive @Netpositive5]

@Mvqdh @riotgames cry harder

[Netpositive @Netpositive5]

@daddysether ethereum already has a North Star.
https://t.co/NLDXjhrdez
Project North Star

[Netpositive @Netpositive5]

@nikitabier it should work just click it 👍

[Netpositive @Netpositive5]

@llamaonthebrink used both. Solana is way better. big engagement farm tho for sure

[Netpositive @Netpositive5]

@EthereanVibin unless you bridge which is annoying AF, you pay astronomical fees to do anything on the network and it's currently valued at 100s of billions.

Doing the same thing on other L1s costs fractions of a cent without L2s and convoluted trash. it's massively overvalued.

bag bias

[Netpositive @Netpositive5]

@0xjoshua @AyaMiyagotchi @antiprosynth @lookonchain @ethereum @VitalikButerin @aave @karpatkey speedrunning autism

[The Giver (Plumber) @lazyvillager1]

The Ethical Long: Cycles and Capital Formation

Since August 11th/12th, I began writing thoughts to capture my mental model around identifying inefficient capital allocation in crypto assets, and the market forces that drive positioning on the margin – which I believe is under-recognized today due to what has been a programmatic supply overhang (re: alt emissions, chunky BTC/ETH sellers).

The dislocation created by seemingly endless supply has resulted in four mass ~1B long liquidations this year, the most recent of which broke an 8-month BTC-trading range – which I interpret as a unique opportunity to challenge microstructure underpinning a) “flight to safety” positioning and b) decomposing what actually drives liquidity & markets.

My belief is that without new money: in a scenario where total available dollars available has shrunken vs. March & where previous-cycle ATHs have settled, order-book combativeness & psychology of the buyer vs. seller are the fulcrum underpinning how and why money moves

Herein, I seek to challenge the status-quo of what is considered the “safe” risk-barbell (BTC/SOL/Memes) by framing risk-reward in a structural way: starting at the majors and subsequently walking through the conditions that must be met to create a sustained trickle-down effect buoying alts, or specifically, “OTHERS.”

This is the result of my deep dive dissecting and reviewing L5Y price / volume / dilution history for 150+ names

[Netpositive @Netpositive5]

@DragonWorker @IOHK_Charles @JohnAlanWoods christ

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@Coins_Kid go time

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@CredibleCrypto did you end up closing this? @CredibleCrypto just curious

[Netpositive @Netpositive5]

@econoar bringing up the correct concerns/questions publicly. love to see it

[Netpositive @Netpositive5]

@Jay20130915 @prentic4 @daddysether so many early eth investors married their bags. sad to see. the tech is ass for the average user and always has been. audit the illegal eth ico,that they bribed a gov official to promote on live TV, before telling me their staking protocol is decentralized.

[Netpositive @Netpositive5]

@0xbilly combat this

[mhonkasalo @mhonkasalo]

"ETH sentiment is at an all-time low. Guess what happens next?"

- Man who has tweeted this once per week for the past 2 years.

[Abril Zucchi @abrilzucchi]

these are the streets where I actually grew up

[Netpositive @Netpositive5]

@ExitLiqCapital Eric and sassal