It's another reminder that equity and tokens can represent very different claims, even when they're tied to the same ecosystem.
A token can have strong utility and still not capture the same upside as owning the business itself.
Regardless of where you land on $VVV, I think that's the right framework to evaluate any tokenized business going forward.
The strongest tokens don't force people to hold. They give people reasons to!
Rewards. Governance. Revenue sharing. Access. Utility.
When enough value accumulates around a token, it starts creating its own gravity. People stay because it makes sense to stay, not because they're told to!
https://t.co/NpXIZ7Gusr
The mega cap top 10 splits cleanly into two camps right now:
▪️Priced on current earnings: Meta, Microsoft, Alphabet, TSMC.
▪️Priced on future earnings: Tesla, Broadcom, Micron, NVIDIA.
China is now issuing IDs for AI-powered robots. The pace is genuinely unimaginable.
Anyone underwhelmed by our roadmap: I hear you, but we have to be building five years out.
Every assumption you’re making based on what agentic AI looks like today will be obsolete tomorrow.
I put my head on the guillotine every day publicly sharing clear view, clear stop loss, clear actionable content and no squiggly lines up and down.
Clear Stop Loss is something your fav bear can not do.
Clear actionable content your fav trader with a funded account by an exchange could not do.
“5 you quiet today as altcoins are pulling back, you bulls are always quiet when they need you”
Well today your fav trader is an electrician
I’ll take care of the bears later on + reply to everyone 🫶🏼🫡
Bring a dump if you could so I’ll long mooooore.