Dropping my 2025 predictions. Fair warning: It's not just charts and numbers, I see the the collision of tech power structures, social instability, and market mania. Here's how it plays out... 🧵👇
crypto founder: hey can i do this thing?
crypto lawyer: it's not really clear, if you want to do it, you can just take the risk that maybe it's ok
crypto founder: ...
crypto lawyer: ...
crypto founder: ...
crypto lawyer: that will be $10,000
17/ My conclusion is that the largest IPO in history is a low float, high FDV launch.
They just called it a stock.
Want to go deeper? Read my article
https://t.co/YnZTBUcCQO
16/ Crypto spent years being criticised for low float high FDV launches.
We learned to read the tokenomics. We got cynical about vesting schedules and paper valuations with no relationship to revenue.
Turns out we were just early.