pretty awesome seeing FWA v2 catch up to v1
69k vs 180k purchases
$13m vs $45m in volume
1.6% of the token supply burned in the last 7 days
Fake World Assets
I've been friends with Lucréce for 5 years at this point, so happy we got to work together to release the collection via Fake World Assets.
This was the first time 4k+ new NFTs have been launched into the pool, and I think the system works
He also bought 1.1M ethereum:0xa0df17b5ac76ababa36e1450e2cbcd18a620c845 🫶
a truth hidden in plain sight: every big tech and frontier lab is going to become a bio company
- google: demis' alphafold & isomorphic
- meta & microsft: esm & bioemu protein models
- nvidia: bionemo software stack for biochemical models, joint lab with eli lilly
- openai & anthropic: both making the rounds about breaking into bio, strong bio reasoning models, wet lab
- elon's empire: likely crossover between neuralink and xai (eg controlling ai with ur mind)
- apple & amazon: not as frontier, but consumer health devices, onemedical acquisition, pharmacy
mastering the most complex machine created by nature/god (the human body) is the ultimate test of superintelligence
On-chain has the most impatient trading participants in the history of markets, you can literally just be more patient than everyone else and that edge can make you 7 figures. It’s insane.
started using @ggdotxyz, so far its like x + fomo which i love. Just wish they were fully chain abstracted instead of having to internally bridge. Lots of potenital if they can play this right and bootstrap with a token.
Some thoughts on onchain stuff.
Nobody believes in anything hitting billions anymore. Thats why you see things top out at the 300m level. Theres a tacit agreement participants have that everything onchain is actually worthless. The meme/stock thing had potential but maybe was too close to memes.
For those ceilings to be smashed you need something new, something that doesn't have any past reference, something that makes people dream.
Of all the things i see bubbling up onchain, i keep being drawn to two narratives or types of projects. Agentic everything and social.
These two narratives have been tried before and always failed. Past failure can be attributed to many reasons but the big ones: for agentic - the tech was not there yet, for social- Ease of use of use. I feel like the gap has been plugged on both of these reasons, and i think the opportunity is ripe for the right team to capitalize.
Keeping my hear to the ground.