if you are trying to make it in crypto
the #1 thing you should do is use new crypto apps and products when they come out
the best opportunities are in being early with user level conviction
that is your edge
Since the election, non-BTC and ETH open interest has moved from $13 Billion to roughly $36 Billion, representing a near 180% increase in total open interest.
The @ZetaMarkets team has been heads down building. New perps engine being built on their real-time L2 @bulletxyz. This has not been priced in really till recently.
I have happily accumulated ~1-2% of the total supply of $ZEX (@ZetaMarkets) over the past 3-6 months on the public markets.
Here are my quick notes
- They raised 13.5M total ($5M token round prior to launch & $8.5M) I did not invest in either of these rounds.
- Investor vesting starts June 2025 so plenty of time to see if their new launch gains any traction
- Perps market is massive and I think as the UI/UX continues to improve on DEXs to match the CEX experiences the volume will continue to grow on DEXs.
- Risk is always the same. Execution risk. Will there be delay after delay. Will they have good enough BD to get traders excited to use/test their platform, etc..
This token has been flying under the radar for a while, and just recently started getting bid up. Sub 75M FDV looks like decent value considering if this was raising in the private markets it would be able to get that easy based on team and their progress and everything they are working on IMO.
Hey man, hope you’re doing good. You were right on this Bitcoin thing. I’m thinking about buying some cryptos now, just got some Solana and downloaded the purple phantom app with the ghost on it. Which coins should I buy? I was thinking about Cardano but worried I might be late.