iโm putting on a big bet in next 2-3 years all of this will take off hard
$NET - Cloudflare
$CRCL - Rails + Custodian
STRIPE - Payments
$COIN - Rails + Custodian
$CLINK - Oracle/trust/interop
$SOL - Rails + Wallets
$BHYPE - Exchange Flows
$ETH - Rails + Trust
$BTC - Escape mech
e.g. Hermes is a perfect example
they sell subscriptions to their harness, they also open source their harness so you donโt need them either, but good luck for those that donโt know how to host or understand how to deal with api keys and general server management
@VladTheInflator homes should not be a speculative asset - even China understands this
"Houses are for living, not for speculation" - Xi Jinping
if anyone disagrees with the above statement, they are part of the problem that is plaguing society
just went from claude max to pro for the month
and thus i slowly transition away from the big models, only use them when/if i need them via API pricing
just went from claude max to pro for the month
and thus i slowly transition away from the big models, only use them when/if i need them via API pricing
i should add, $HOOD would be good to swap with hype
almost wonder if the next crypto rally is really just the big 3 (BTC, SOL, and ETH) and the above stocks
iโm putting on a big bet in next 2-3 years all of this will take off hard
$NET - Cloudflare
$CRCL - Rails + Custodian
STRIPE - Payments
$COIN - Rails + Custodian
$CLINK - Oracle/trust/interop
$SOL - Rails + Wallets
$BHYPE - Exchange Flows
$ETH - Rails + Trust
$BTC - Escape mech
so with that, think about these narratives again, if we need blockchains to enforce all this, what would be a good measure to own? at least until the narrative fails?
(big money riding this)
i have a very simple approach to assets like btc
1. everything trades off narratives
2. fundamentals matter to settle the score but narratives > fundamentals most of the time
3. since btc has no real fundamentals - ponzi basically - narratives is all that we have(more continued)
that's where NFT's and digital rights launch side by side again, except instead of a monkey jpg, it's going to be something you can actually earn on.
e.g. selling rights to a youtube video you made. the AI will have to pay to use it in their training data essentially