The thing that most are missing with solana:Tqj8yFmagrg7oorpQkVGYR52r96RFTamvWfth9bpump is that they’re valuing it like a token when they should be valuing it as > distribution engine.
Crypto has spent years trying to onboard normies through wallets, bridges and DeFi.
Nobody cares.
People care about free things and making money.
If Kintara can keep user acquisition below the value generated by an active player, the token becomes a flywheel instead of just another speculative asset.
Every new player isn’t just liquidity.
They’re a potential holder, spender, content creator ect..
That’s how network effect is built.
The market is still pricing $KINS like a small-cap gaming token.
I’m starting to think it’s actually an early consumer crypto app with a token attached.
That’s a very different bet.
Positioned accordingly.
I’ve quietly been involved with SPLAT since day 0. Now stepping in officially as Head of Product.
Honored to help shape and scale a product I deeply believe in.
Grateful to the acquisition team (revealed soon) for trusting me to help execute. Let’s get to work.
Splat mode.
This was 4 months ago on the @farokh interview.
If this isn’t hard coded. I don’t know what is, and it’s still under $1. (Not for long)
Asterdexio
- Ast/Er
Aster is one of those trades where doubt is going to cost you a lot.
Backed by @yzilabs and publicly supported by @cz_binance .
Say what you want, but fading one of the top infra and richest man in the space isn’t going to age well.
Asterliquidio
- Ast/er
I want to share some thoughts and my personal thesis about $SPLAT.
An AI companion built for the next wave of traders, the ones who want to explore memecoins, play with perps, and actually understand what they’re doing.
Here’s why I’m so bullish on where this is going 🧵
Nobody’s team is putting on a masterclass.
Extremely smart to sponsor the underdog of one of the most anticipated fights of this year.
Anybody can be a nobody. 🌭