새해를 맞아... 제가 만든 프라이빗 그룹인 “우당탕탕 학회”에 신규 멤버분들을 모집해보고자 합니다.
프라이빗 그룹이라고 거창한건 없고 40명 정도의 CT분들이 모여서 헛소리하는 방인데요. (7 잡담 3 코인 정도)
항상 유익하진 않지만 항상 유쾌합니다. 헛소리하다가도 코인 이야기 나오면 ca 부터 찾고요, 물린 코인 책임없이 추천해서 서로의 유동성 출구로 활용도 가능합니다. 반기에 한번 정도 멤버들끼리 트레이딩 대회도 열고 있는데 저번엔 제가 우승 했어요. 다들 코인 나름 오래하신 분들이라 조예 깊은 분야 서로 공유하는 재미가 있습미다.
애초에 수요가 많을 거란 생각은 안해서... 두세분 정도 모실 생각중.
모집 요건과 우대사항은.. 거창한건 없습니다.
- 매너, 예의 잘 지키시는 분들( 눈치 있고 선을 잘 지키시는 분들..)
- 크립토 특정 분야에 인사이트 있으신 분 우대
- 그룹대화 핀 고정정도 해주실수 있는 분
- 그냥 웃긴사람 우대 (박강찬 전형)
- 그냥 예쁜사람 우대 (박강찬 추천 전형)
관심 있으시면 12월 31일 자정까지 텔레 디엠으로 간단한 자기소개와 크립토활동 내역(어떤 형태던 좋습니다. 매매 내역, 트위터나 텔레 정리글, 등등등) 보내주시면 감사하겠습니다.
심사는 제가 안하고 기존 멤버분들에게 맡길 예정인데 혹시나 지원했는데 답장 없다고 너무 섭섭해하지마잉
문의 사항 편히 질의 해주세요 하핫
기존의 방식은, 주식이 증권거래소에 상장된 후에야 리테일들에게 접근권한이 생겼음. 근데 백팩은 유저들이 이러한 pre-ipo주식들이 국가 증권거래소에서 거래되기 전에 유저들에게 접근가능하도록 해줌.
-> 어떻게? superstate와 협력을 통해.
근데 성공하려면?
-> 회사들이 pre-ipo stock을 백팩에게 열어주려면 백팩이 그럴 가치가 있는 플랫폼으로 여겨져야함.
-> waitlist에 많은 사람들이 등록한다면, 이를 구매할 의사가 있는 많은 유저들이 있는것을 가시적으로 보여줄수있음. 그리고 이사람들은 첫번째 ipo에 대한 우선접근권한을 얻게됨.
궁극적으로?
-> 웨잇리스트에 사람들이 많이 신청할수록, 백팩 커뮤니티가 활발해질수록, 백팩은 더 좋은 기회를 많이 따와서 유저들에게 줄수있을거임. 많은 pre-ipo회사들이 백팩 커뮤니티의 가치를 알고, 이에 자신들의 지분을 미리 구매할수있도록 해줄테니까.
백팩은 정말 회사의 성장을 커뮤니티와 함께 만들어가네요
We go big, or we go home together
I didn't come into crypto 9 years ago to launch a shit coin.
I didn't come into crypto to get rich quick.
I came into crypto because I believe it's going to change the world, and that the industry was something worth dedicating my life to.
But somewhere along the way, amidst the booms, the busts, the moonshots, the decentralization theater, and the straight up scams, we lost our way.
I don't know about you, but I'm just tired of false promises. And that's what most things are today, simply promises. We live in the most centralized era crypto has ever experienced, and the more centralized something is, the less meaningful a token is.
While it's tempting to want to commit to these same promises, what happens if the team gets acquired? What happens if we want to re-invest into growth? What happens if we divert our time, energy, and resources out of band and circumvent the token altogether? What happens when the team and investors unlock? For many projects, the honest answer to these questions is not pleasant, and you see it in the price chart over and over again.
Unless something is completely decentralized to the point where an immutable protocol can function with the team having retired in the Bahamas sipping pina coladas all day, then utility is just a promise. Often that promise is admirable and well intentioned--but ultimately an unenforceable promise nonetheless. Outside of BTC, ETH, SOL, and a few others, nothing really passes this test. Noble new token models have emerged to solve this problem (shout out to MetaDAO), and today, we introduce our own.
Users that stake the Backpack token for at least a year will have the opportunity to exchange those tokens for equity at a fixed ratio--20% of the company today.
It's such a simple idea, but as far as I'm aware, this is the first time a user has been able to earn the equity of a company by just using the product. So obvious in hindsight, and something I hope others start to adopt as they march on their path to progressive decentralization--both in crypto and outside of the industry.
We have a lot more utility coming, things we'll share over the coming weeks, months, and year. As the Backpack community grows, we will decentralize the token, offering new things over time, some centralized like our equity offering, some decentralized as our product evolves. In the limit, I expect the token to represent more than anything a single company has to offer, but in the short run, it's the best we can do to show our long term commitment to our users.
I've said it before and I'll say it again. I can't promise anything. The only thing I can promise is commitment.
We go big or we go home--together, actually together.
JUNE 2028.
The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.
What happened?
https://t.co/JzzwCrbJgS
In the Backpack tokenomics, we have one guiding principle.
- Insiders "dumping on retail" should be impossible: no founder, executive, employee, or venture investor should receive wealth from the token until the product hits escape velocity.
Of course it begs the question, what does it mean to "hit escape velocity". Every project is different, and it's impossible to generalize. For Backpack, the answer is clear: we want to IPO in the USA. Going public might happen quickly, it might happen not so quickly, and in fact, it might not happen at all. In any case, we're going for it.
But before going public, we have to grow--a lot. The odd thing about Backpack's growth over the past year--and in fact one of the things that makes Backpack so different from basically every token project in crypto--is that, today, Backpack Exchange only serves about 48% of the world. We've been very slow, very intentional about opening up our product to the world, ensuring that we have every "i" dotted and ever "t" crossed as a regulated financial institution. Growth that sometimes feels like running with a parachute, but we are happy to take the long path, because it's precisely that parachute that will allow us to fly.
For those that don't know us, the reason for this is simple. Backpack is trying to not only build great crypto products, but we're also trying to build great TradFi products. We're trying to not only give our users access to every crypto asset, every blockchain, and every decentralized application, but we're also getting banking rails around the world, USD client money accounts in the USA, EUR in the EU, JPY in Japan--every currency on every major payment network you can imagine. We're trying to build a great securities product, whether that's getting access to your favorite stocks in a traditional brokerage or bidding on primary shares of a company about to go public on NASDAQ. We want to serve not only retail users worldwide, but we want to serve regulated products for regulated counterparties and regulated institutions around the world. All of this takes an enormous amount of time, effort, blood, sweat, and tears. We've been working on this for over three years at this point, laying an international foundation for the company and for the product slowly but surely, brick by brick. If we're lucky, we'll spend a lifetime.
What this all means is that, in the most literal sense--and I know this sounds silly--we're just getting started. We still have half the world to open up into. We still have some of our most exciting products to launch. And this leads to our next guiding principle in our tokenomics.
- Liquid tokens should exclusively go to users, fueling growth triggered by key product milestones.
Every time we open up a new region, every time we launch a new product, that's an opportunity to grow. Open up EU => grow. Open up Japan => grow. Open up the USA => grow. Open up predictions => grow. Open up stocks => grow. Open up card => grow. Like gasoline onto a fire, the token serves to continuously kickstart new markets in the same way points kickstarted Seasons 1-4.
With every growth lever we pull, tokens unlock in a predictable way to users, bringing in a new wave of token holders, growing the community, and allowing the product to soar to new heights. The objective constraint for this to work is precise: the value of added growth created by new token unlocks must always be greater than the dilution of those unlocks. As long as that condition holds, we can continue to unlock tokens direct to our most active users, growing along the way.
Last but not least is the question:
Ok so if all the liquid tokens are going to users, then what about the team? How exactly do you remain incentive aligned while ensuring the team cannot unlock, dump on retail, and become enormously wealthy without building something great?
And the answer is simple: not a single founder, executive, team member, or venture investor has been given a direct token allocation.
The entire "team allocation" sits in a "corporate treasury", i.e. on the balance sheet of the Backpack company--locked until at least one year post IPO. The team owns equity in the company, and the company owns a large percent of the token supply. It's not until the company goes public (or has some other type of equity exit event), that the team can earn any wealth from the project. It's not until the company has access to the largest, most liquid capital markets in the world by going public--and it's not until the company has done all the hard work to earn access to those markets--that the team can reap the rewards of the value created by the Backpack community from now until then.
We either go big, or we go home.
I’ll be honest. I’m exhausted with the @Stacks ecosystem
No matter how long I wait and try to stay patient, it feels like the hope is nearly gone.
I’ve been one of the earliest and most dedicated people pushing Stacks in Korea.
People outside may not know because Twitter isn’t the main channel for Korean users,
but inside Korea, it’s almost impossible to talk about Stacks without my name coming up.
I’ve spent years creating content, videos, translations, events, community support… everything.
But the recent @GraniteBTC issue completely broke my trust.
I’ve been dealing with an aeUSDC detection problem on the frontend for more than 14 days,
and if I include the period before speaking publicly, it’s been over 3 weeks.
Here’s what happened.
1. My first question was basically ignored.
2. I was told to check X DMs, but no answer ever came.
When I asked again in their support channel and mentioned I was from Korea, the response I got was “south?” which felt like a joke. (@godfred_xcuz lol, how dare you say like that?)
And honestly, if I hadn’t taken screenshots of the entire situation myself, I wouldn’t even have a way to respond or defend what happened.
3. And even after explaining that I had already tried everything (@xverse@LeatherBTC), they just repeated the same instructions.
It’s not only me. No one in the granite support channel seems to be getting proper help.
Through SIP-031 delays, the CMO hiring delay, ecosystem TGE delays, and countless issues, I’ve always worked hard to keep the community calm and hopeful.
But if even someone like me, who has pushed and supported Stacks more than anyone in Korea, can’t get basic support… what can anyone expect from this ecosystem?
I think it’s time for me to shift my energy elsewhere.
I never imagined leaving like this, but I’m genuinely tired.
I’m stepping away for now.
I hope the ecosystem takes this moment to reflect.