if you're on here and you have a time horizon of < 18 months, you have no edge -- no matter how smart you think you are
just position yourself in good coins and make sure you can survive tail risks. contribute to protocols that inspire you. sleep well at night. not complicated
2018 thesis: QE turned your savings account into your checking account, the bond market into your savings account, the equity market into the bond market, the VC market into the equity market, and crypto into the VC market
2022 thesis: CPI inflation destroyed your savings account, the bond market into your checking account, the equity market into your savings account, the VC market into the bond market, btc/eth into the equity market, rest of crypto into the VC market
2026 thesis: war, inflation, deficits, tariff shocks, and Trump’s fiscal printer is turning Gold/BTC into the savings account, T-bills into your checking account waiting to be deployed post the never before seen blowoff top, hyperscaler debt into the bond market, AI infrastructure index into the equity market, nvidia/power/data centers into the new oil trade, SOL/HYPE into liquid beta on internet capital markets, private AI equity into the new VC market
And btw:
Coinbase was a pivot (BTC wallet => exchange)
Circle was a pivot (consumer fintech => stablecoin)
OpenSea was a pivot (Wificoin)
dYdX was a pivot (search app)
The list goes on.
Don't throw shade on entrepreneurs starting somewhere. Nothing good comes of that energy.
indians ended up shoddily learning urbanism from dubai/middle east. babus park their cash in dubai so they travel there constantly and start importing that aesthetic back home.
that’s why even the best parts of delhi/mumbai feel like a low budget copy of the gulf: barren layouts, ugly railings, awkward merges, concrete everywhere. the cope is that indian geo is dry - which is not true. pune, mumbai etc are tropical cities. bangalore, chennai etc can be very neatly designed around green canopy cover like singapore.
the four asian tigers sg, hk, korea, taiwan evolved very differently. they learned from the brits in hong kong and from japan. british institutional ethos with japanese absolutism around execution and order.
that’s why singapore is green and functional without the endless "oh it rains so we must have bad roads" cope of mumbai. all asian cities are green - kl, jakarta, manila...
in a cope free world india would learn from singapore. invite their experts, have them help design better city layouts and hopefully push tech transfer around roads, drainage and urban planning.
there's no point coping. learn from the best and build.
Quick walkthrough of the betting experience on @kickrdotfun
great time to bet on who's going to win the @premierleague 🦁
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