Bubbles

Crypto Enthusiast!

[John Arnold @johnarnold]

Experiences > Goods

[Bubbles @srp4509]

@blknoiz06 @toly $Nobody
2 eco coins : $Cards $Three

[zooko🛡🦓🦓🦓 ⓩ @zooko]

If there's one thing I could tell Dario Amodei, it's that a government is very unlike Treebeard in a bunch of *other* ways, besides slowness. Treebeard is wise. A government is basically the opposite—insane—and it always will be. It's an emergent property, not accidental.

[John Stossel @JohnStossel]

Congratulations @ElonMusk.

Thanks to SpaceX's IPO, he's the first Trillionaire.

He didn't TAKE money from anyone. He CREATED wealth.

He launched satellites that connect even the poorest, most remote parts of the world.

Our world needs more MAKERS like Musk; fewer TAKERS like:

[unusual_whales @unusual_whales]

"Amazon employees are doing random unnecessary task automations to consume tokens and to show their bosses that they're using AI more," per FT

[Flood @ThinkingUSD]

Crypto is paying a high price for years of altcoin scams and grifts. It can feel like a toxic industry where very little value is created.

It's easy to feel disillusioned and wish you were focusing on AI-related trading, businesses, or working at a startup in that sector. Many companies and investment firms have already begun the rotation out of Crypto. Don't let your apathy make you unproductive; it's your personal responsibility to continue learning about the world. If you feel the call of the wild, then go.

For the ones brave enough to stick around, not only will the risk-reward be as asymmetric as it's been in recent history, the concentration of upside in a handful of assets will make it EASIER to generate massive returns. There is less capital looking at Crypto exposure than ever before. This all changes with a rapid repricing in Bitcoin this year, which I believe is inevitable.

For a long time in Crypto, nothing felt buyable due to an excess of capital being forced to deploy in a sector with limited opportunity. We're in a new regime now.

We're reaching a similar level of apathy that I felt during 2019 and 2022. I almost quit Crypto to go back to TradFi. It's no surprise those were the years where I generated the bulk of my returns (sans Hyperliquid).

Outside of trading, if you're passionate about the space, companies that are still building during this period will be positioned to take advantage of the inevitable reacceleration of this industry. Working at top-tier companies in the space is more accessible than ever due to a shortage of people entering the field.

Don't undervalue your time.

[Elon Musk @elonmusk]

Exactly

[Hyperliquid @HyperliquidX]

RWA trading on Hyperliquid continues to reach new ATHs week after week, surpassing $2.3B in open interest

[The Rollup @therollupco]

"I don’t think we’re seeing a linear trend, I think this goes 10x or 100x in the next year."

While traditional exchanges sleep, Hyperliquid just cleared $1.3 billion in commodity open interest.

Santiago’s "long volatility" thesis suggests we are on the verge of a 10x or 100x explosion in volume over the next 12 months as the world's smartest macro traders realize they can hedge commodities 24/7.