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So, to recap, the sentiment on the TL is:
- DeFi is dead: don't bother with it, don't deposit anywhere, 'just use aave' is dead, off-ramp and at best park with ibkr or coinbase
- The age of crypto is over: we're no longer early, it's the instutitionals era, coins have infinite price-insensitive sellers, and retail isn't coming to buy your bags
- Onchain is dead, especially on solana, because of pvp tards that rush to outdump each other on 30k market caps. The only true runners are flukes on ethereum that are old and have no gen z to control its supply and is reliant on elon tweets.
- The handful of projects that were considered investment-worthy are either not (aave, for example) or are already adequately priced (hype, zec). there are a few silent runners like $morpho but not many and low volume.
- GameFi is dead. SocialFi is dead. L2s are barren. Financial activity only exists to farm points.
Did I miss anything? Is anyone excited about anything? Something?
If you're reading this - why are you still in crypto?
Phone numbers were already tradeable assets.
666-6666 sold for ยฃ1.5 million.
867-5309 sold for $186,000+
Tokenization just made the market accessible.
Web2 conditioned us to accept the weirdest form of ownership. You rent a SIM card. Borrow a number. Lose it the second you switch carriers or forget a payment.
Web3 just doesn't work that way. You mint your number once on @degenphone and it's actually yours. Not because some company approved it, but because the blockchain recorded it.
Telecom goes from being a monthly subscription to something you own outright. Like holding a wallet, self-custodial, portable, can't be touched.
Old model: temporary access.
New model: actual ownership.
Watching how this plays out with Degenphone.
Day 6 with @degenphone
Before anyone was calling it TeleFi, there was the TON drop.
It moved fast, minutes, maybe less.
Some flipped fifteen times over before the reveal even landed.
But it wasnโt luck. It was the first glimpse of what ownership could feel like when it finally left the hands of corporations.
โต
For the first time, identity was liquid.
Numbers were trading like ideas, alive, portable, sovereign.
People werenโt just minting SIMs; they were minting a shift in power.
Everything that followed started there.
One experiment that proved a network could belong to its users.
gDegenphone to the OGs who caught the signal early.