Daniel wilfred

[Daniel wilfred @danielwilfredt]

watching $HYPE burn while fees pump is basically just watching free money materialize, not complaining

[Jampzey @Jampzey]

thanks to robinhood was able afford a new watch

go vlad

[Jampzey @Jampzey]

gym morning

[Easy @NotSoEasyMoney]

The Duve is putting on a master class in bagworking right now.

It’s been a minute since someone really went to work publicly (outside of Ansem) for their bags, and had it play out exactly as they bull posted about.

It’s a sign the trenches are healing.

[Easy @NotSoEasyMoney]

There is A LOT of ways that i hope to gamify the viewer experience on stream.

&& ideally roll this out in many ways to other streamers, of all sizes.

I truly believe that streaming as a content and media type is still in the early innings.

More people will spend more time on the internet, and consume more digital content.

Being at the forefront of giving viewers a fun and engaging way to participate across streams will go a very long way, and there are many ideas to try and test and see what people truly enjoy.

(May also have built a points based prediction market that might kick off Friday, specific to my stream)

[Ansem 🐂🀄️ @blknoiz06]

@GuyWhoLost100K believe in something

[Zach Rynes | CLG @ChainLinkGod]

The reason why PumpFun $PUMP trades at a lower revenue multiple than Hyperliquid $HYPE is pretty straightforward:

1. Investors view perps (Hyperliquid) as having more durable revenue with larger future growth potential beyond the crypto sphere, than memecoin launchpads (PumpFun) which are solely retail gambling focused

2. PumpFun has notable team/investor token unlocks creating ongoing sell pressure and VC overhang for holders/buybacks to absorb, whereas Hyperliquid has unlocked/sold only a fraction of what they could have and has no VC overhang to deal with

3. PumpFun sold both tokens and equity to investors, creating a dual token vs equity conflict of interest misalignment problem with unclear boundaries of value accrual, whereas Hyperliquid has not sold equity and just has token

4. PumpFun has already reduced token value accrual from its buyback and burn mechanism from 100% to 50% of revenues, whereas Hyperliquid remains 99% of revenues, discretionary decision token holders had no say over

5. People generally don’t trust the PumpFun team nearly as much as they Hyperliquid, e.g., team promising an airdrop and not doing it, etc

6. Bad vibes associated with investing in memecoin platforms, akin to investing in payday lenders or private prisons, vs Hyperliquid being a more ‘clean’ bet on 24/7 markets that is more Wall Street digestible

Could any of this change at any time? Yep, and that’s a fine thesis to have

Will HYPE or PUMP perform better in short term? I have no idea, I hope both do well

But the difference in historical and current valuation between the two assets is not inexplicable and it’s not just a trust issue

[Zach Rynes | CLG @ChainLinkGod]

The Gensler-era of crypto policy feels like an absolute fever dream, like cartoon villain-level antics

Suing legitimate companies for not complying with rules they refused to explain, contradicting their own statements from case to case, making up nonsensical legal theories that courts continuously shut down, etc etc

All in an ill-advised futile attempt to kill crypto, but ultimately just slowed down the industries growth for a few years, pushed companies overseas, and established a perverse incentive structure for crypto tokens, all while failing to stop any of the actual bad actors

Let's get the Clarity Act passed and ensure this fever dream can never happen again !

[Jeremy @Jeremybtc]

Only 5 and a half hours until i can come back to reality 🙏

[Jeremy @Jeremybtc]

$JIMOTHY is approaching $40M market cap

The momentum on this is INSANE

[Jeremy @Jeremybtc]

Welcome to politics 😭

[Nimona @RealNimona]

Sam Bankman-Fried the man who stole $8 BILLION from crypto users just formally asked Trump for a pardon.

The same Trump who already freed Arthur Hayes.
The same industry SBF spent $40M "donating" to politicians.
This is either justice or a joke.

[Abruzy.hl🦇🔊 @0xAbruzy]

Where are these AI account coming from? @elonmusk @nikitabier please do something

[Daniel wilfred @danielwilfredt]

@Raeesah178 nah tell me Eesah_plus mus add me on bbm

[Daniel wilfred @danielwilfredt]

@Raeesah178 and now ??

[Daniel wilfred @danielwilfredt]

@Shaky050 orh nyc so nw u have a new contact_kissy facey

[Daniel wilfred @danielwilfredt]

@Shaky050 awwwwh jus made my day like you always do (:_aaah mus jus fix tht bb! My invite come through

[Daniel wilfred @danielwilfredt]

@Shaky050 aaah now we love his fone_thats a first has me quite suprised sure we thinking bout the same phone