Tanz Cho 💹🧲

Started 50+ businesses. First $1M E-Com @ 24. 8-figures before 30. Investor. Entrepreneur. Gym.

[Tanz Cho 💹🧲 @GhostOfTanzCho]

“Last cycle was the worst cycle yet.”

This statement tells me at least 1 of 2 things:

1. You were 1-2 years late in the cycle.

2. You haven’t embedded yourself deeply enough into crypto culture. (which is a microcosm of bleeding-edge culture in general; which means necessary cultural intuition can be developed outside of this space.)

[Murad 💹🧲 @MustStopMurad]

While everyone is focused on the left side (Machines), it is the right side (Humans) where the 1,000x+++ opportunity lies.

spx6900 is a pure expression of what Humans will need.

wake up.

[Tanz Cho 💹🧲 @GhostOfTanzCho]

Nobody is prepared for the valuation levels of handmade artwork, & pre-2024-NFTs, in the world of generative AI.

[Tanz Cho 💹🧲 @GhostOfTanzCho]

the market is a mimic-machine.

people mostly only advocate for assets that are socially acceptable.

assets that are socially acceptable are diminished opportunities.

[Tanz Cho 💹🧲 @GhostOfTanzCho]

Crypto is the wild-west. it’s no mans land. it’s a space that cannot be owned. That’s why not much of the market understands it. because they’re traditional finance people who entered this market in the past 5-years. They don’t understand crypto as a thing. They see dollar signs. it’s a class of people who submit to the herd once it’s become exceedingly pervasive. Couple that with the fact many crypto “OGs” are traders, at least any with influence, & never cared about the culture in the first place. You arrive to a place where you can’t trust the opinions of the guys in button down suits, with all the money, & accolades in the world. And you cannot trust the opinions of “crypto natives” either because they’re flimsy, & baseless, their sail shifts in the direction of each shiny object. In crypto, we know that shiny objects are pin-less grenades. So do they, but they get paid to hand you those grenades. Oddly enough, this leaves you at the Bitcoin origin point. You can’t trust anybody with social capital. You have to pay close attention to weird niche people on the internet who genuinely believe in something.

[Tanz Cho 💹🧲 @GhostOfTanzCho]

The best heuristic for leveraging crypto news is to not look at crypto news.

[Tanz Cho 💹🧲 @GhostOfTanzCho]

The $ZEC exploit is exactly the kind of thing I want to see to confirm a bottoming process.

We are now in bottoming territory measured in months, not years.

[Tanz Cho 💹🧲 @GhostOfTanzCho]

It’s harder to sell a product. It is not hard to sell yourself to people who know you.

This is precisely why memecoins represent the ultimate opportunity for people to take financial freedom into their own hands.

[Tanz Cho 💹🧲 @GhostOfTanzCho]

3-years since meme coin season kicked-off, & still nobody understands these things.

We are so damn blessed to possess this understanding asymmetry.

The wealth creation impact of memecoins to “average people” will be larger in scale than any other financial assets in history.

[Tanz Cho 💹🧲 @GhostOfTanzCho]

The market is showing you what’s possible.

[Tanz Cho 💹🧲 @GhostOfTanzCho]

🚨BREAKING: The #1 crypto podcast is live! Tune in:

[Tanz Cho 💹🧲 @GhostOfTanzCho]

the ultimate edge in crypto has always been understanding narrative power. Only 1 thing changed — the definition:

narrative power changed from: “how strong is the tech, & team?”

to: “how deeply culturally embedded is this thing?”

[Tanz Cho 💹🧲 @GhostOfTanzCho]

Simple minds pay homage to facility with words, & confuse it with something other than purely that facility with words.

Sharp minds analyze actions over a prolonged period of time, discount emotions, discount that facility with words, & identify reality.

[Tanz Cho 💹🧲 @GhostOfTanzCho]

narrative durability, & how to actually measure it:

1. every crypto “narrative” has a half-life. ai agents had ~9 months as the dominant narrative. rwas maybe 12. nfts had ~14.

2. memes as a piece of crypto have compounded in narrative strength, & marketshare, for a decade. showing no signs of slowing.

3. spx's narrative is nearing 3-years, and still strengthening. that's already top decile durability for crypto coins in general. why? because the narrative isn't dependent on tech upgrades, team execution, or new partnerships.

4. narratives that depend on the target not changing are structurally more durable than narratives that depend on the project delivering. spx is the first kind.

5. when you're evaluating any crypto position, ask: what has to be true for this thesis to fail? if the answer is "complete societal collapse, aliens, or quantum compute." you've found something rare.

[Tanz Cho 💹🧲 @GhostOfTanzCho]

Our job? Slowly shift Overton Window. We already have global macro momentum in that direction for +20-years. The trend of market open- mindedness to non-traditional valuation frameworks will persist. More will open their minds. I’m here to speed up the inevitable.

/accelerate

[Tanz Cho 💹🧲 @GhostOfTanzCho]

$ETH wins through cultural embracement of its ecosystem on the social layer:

[Tanz Cho 💹🧲 @GhostOfTanzCho]

people are always worried about making money. no wonder they don’t make any. they’re focused on the money, & not the thing that makes it possible.

[Tanz Cho 💹🧲 @GhostOfTanzCho]

Meta is going to win the social media race.

[Tanz Cho 💹🧲 @GhostOfTanzCho]

don’t lose focus.

[Tanz Cho 💹🧲 @GhostOfTanzCho]

People have such bad PTSD from the 2017 ICO-era, their heuristic is “all crypto except BTC goes to zero”.

They didn’t update their priors, when the landscape shifted from top-down extraction scams.

To bottoms-up social movements with critical mass.