Anomander Rake

AI + crypto

[Anomander Rake @aicryptosingh]

@JustDeauIt What happens if equities fall a typical 5-10% (or worse)?

[Anomander Rake @aicryptosingh]

@LDNCryptoClub https://t.co/TKXuQl4s6G

[Anomander Rake @aicryptosingh]

@tomwanhh @TrustlessState @dankrad If fee multiple was the primary valuation lever then it’s PE would never have been as insane as it’s been

[Anomander Rake @aicryptosingh]

@LynAldenContact 28.4% yoy growth for sp500 eps! What a dichotomy.

[Anomander Rake @aicryptosingh]

@LDNCryptoClub Risk assets are at ATH. I think they’ve picked up on this.

[Anomander Rake @aicryptosingh]

@SolarEtherPunk If fee revenue Is the driver then other L1s are even more screwed. Anyways, the insane P/E ratio of eth makes it clear that revenue is lowest priority

Your three bullets of what’s coming are spot on. I think EF rightfully focused on what makes Eth the backbone of global Econ.

[Anomander Rake @aicryptosingh]

@realcryptoboost @fundstrat Why is macro and the 30 year crushing this one $200b asset and leaving everything not only untouched but basically at ATH?

[Anomander Rake @aicryptosingh]

@LDNCryptoClub Bingo. Real trumps nominal.

[Anomander Rake @aicryptosingh]

@MacroScope17 @dampedspring If it is a bubble, it is the first one that I can recall where you do not see the obvious impacts in retail sentiment and buying behavior

[Anomander Rake @aicryptosingh]

@paulbarron Very interesting. Needs to be at least 10x larger to be impactful

[Anomander Rake @aicryptosingh]

@themarketradar The alleged valuation for this thing goes up by a quarter trillion dollars every two weeks. That doesn’t seem like that’s grounded in reality.

[Anomander Rake @aicryptosingh]

@pete_rizzo_ Reducing the balance sheet is not pro bitcoin

[Anomander Rake @aicryptosingh]

@VivekVentures We have gotten the waiting part down pretty well

[Anomander Rake @aicryptosingh]

@StonkChris I don’t understand how there is not a liquidity tailwind and when every other asset class is at all-time highs. What’s driving the bid there if not liquidity.

[Anomander Rake @aicryptosingh]

@JourneyMacro @ConfuEth I think that money is here. BMNR below 1 mnav yet buying and raising cash. Where is that capital coming from?

[Anomander Rake @aicryptosingh]

@0xkyle__ The jump that needs to happen is from talking about agents using crypto to agents actually using crypto

[Anomander Rake @aicryptosingh]

@astronomer_zero What do you think it means for the broader environment if, and I’m not saying this to make trivial what you are doing because it is very impressive, but if it is following these seemingly liquidity based paths that seem more easily projected vs more dramatic and volatile moves

[Anomander Rake @aicryptosingh]

@TheShortBear This speaks worse of us than them. We shouldn’t be so easily duped into a pitch for an easy war

[Anomander Rake @aicryptosingh]

@fundstrat How do we got 10-15% lower on sp at same time as v-shaped recovery in eth?

[Anomander Rake @aicryptosingh]

@LawrenceLepard Lyn just highlighted this too. Seems significant. Plumbing getting clogged?