Cashtro

perpetually white pilled

[Cashtro @cashtro]

happy fable day
this evening’s smoke

[tolks @_tolks]

mr president please please announce another fake iran deal do you see these markets??? are you asleep still after the game?? hello???

[Cashtro @cashtro]

@LeadingReport based

[Hunter Biden @HunterBiden]

Thanks @beeple, I’ve been a fan of your art for a long time. This is my new favorite.

When I decided to sell my art I wanted every piece on the blockchain and to accept Bitcoin as payment.

“The Internet of Money” by Andreas Antonopoulos really opened my eyes.

[Cashtro @cashtro]

Mamdani's New York

[Cashtro @cashtro]

@blknoiz06 instructions unclear

[Cashtro @cashtro]

perpetual underclass?

[Cashtro @cashtro]

@_tolks President Tolks

[Cashtro @cashtro]

a crackhead for president saying hyperliquid would hit so hard

[Hunter Biden @HunterBiden]

@gmoneyNFT Hyperliquid

[Cashtro @cashtro]

reading bullish ZEC tweets all day today to feed my bias instead of getting a lobotomy (they're the same thing)

[Cashtro @cashtro]

wait, there's a mert and a merp?

[Cashtro @cashtro]

on the brightside - its gonna be pokemon card summer

[Cashtro @cashtro]

shielded labs was v transparent and forthcoming in their security update post. but the overhang on IF will likely be there until the network upgrade. good time to accumulate more

[Cashtro @cashtro]

if you can't bullieve in the last thing there was to bullieve in then idk bros

[Delphi Digital @Delphi_Digital]

A new episode of the Hivemind is live!

This week we discuss Bitcoin's breakdown, Hyperliquid's future, Crypto fundamentals, and more.

Timestamps:

0:00 Introduction & Is Bitcoin Cooked?
5:44 Saylor, Bitcoin Liquidity & Market Structure
12:28 Why Crypto Is Finally Detaching From Bitcoin
19:06 The New Altcoin Market & Capital Rotation
22:35 Why HYPE's Outperformance Matters
26:22 Zcash, Value Investing & Crypto Fundamentals
31:57 Hyperliquid, Lighter & Crypto's First Compounders
33:47 Can Crypto Thrive While Bitcoin Stagnates?
38:32 Why Retail Left Crypto For AI & Stocks
40:46 BlackBerry, Equities & Staying In Your Circle Of Competence
47:54 Lighter Deep Dive
53:16 Kalshi, Perpetual Futures & Regulatory Tailwinds
55:03 Polymarket's UMA Problem
1:07:09 Ethena x Coinbase Explained
1:16:43 Bitcoin To $49K? Jason's Bear Case
1:19:43 Can HYPE Keep Going Higher?

[moon @MoonOverlord]

Pokemon / TCG / Gacha rant

I think I actually underestimated the Pokemon / TCG online gachas, at first I wrote it off at gambling / slot machines which I am not a fan of (yes the crypto retard doesnt outright "gamble")

but the more I look at them they are digitizing Pokemon cards, they are taking the old stale and static inventory and turning them into NFTs batch by batch and digitizing the entire category thus injecting "internet" liquidity thats been missing for 25 years outside spot ebay or maybe an auction house here and there

im also surprised at the % of redemptions, people spin the slot machine a few times but alot of people actually take a card home / get some shipped, because one thing here is the avg EV for ripping a Pokemon modern pack is 50% MAYBE on a good day, meaning you lose -50% of your money instantly, so if you took $1000 and spin the machines youd probably get some cool cards and lose 20% of your money, you take $1k and open packs you are losing 60-70% of your money minimum

alot of copies of older cards have maybe 100, 400 or something of a PSA 10 max, for reference on alot of this modern stuff theres 20,000, 30,0000 PSA 10s. Modern is clearly a bubble. PSA refuses to grade any vintage card in a 10 anymore so the supply is as good as locked, I really do not think theres enough of these cards to go around and we're seeing that play out the last year, I watch a guy on youtube who buys for these platforms (spends 6-7 figs per show) and he cant even buy enough cards to fill his suitcase and hes offering 87%-90% instant wire / cashouts

I aint reading all that summary, gachas are digitizing pokemon cards, theres a surprising amount of redemptions and theres not even close to enough supply of "grails" / older cards and I think they are up only forever on multi year timeframe