It’s @telegram & $ton the sleeping giant of crypto adoption.
But everyone is missing the bigger picture: It’s not just about "users", it’s about IP.
Telegram is uniquely positioned to onboard the world’s biggest IP.
This is the "Super App + Blockchain" thesis 🧵👇
If WSB is the army, Telegram is the war room...
Join the official https://t.co/35c8LawZ7d - step into the part of the internet they can’t control… and yes, you’re early
i loathe tiny transactional “venmo me $9 for covering lunch” culture
no i’m gonna pay for you this time, you’re gonna pay for me next time, and it’s all gonna come out in the aggregate of our long and storied friendship
Trump drops a bundle rug on SOL, extracts hundreds of millions and uses it to buy ETH
Promises a Bitcoin strategic reserve, but signs an executive order for a Digital Asset Stockpile, buys more ETH
Takes hundreds of millions in campaign donations from Ripple, buys ETH
Accumulating #Monero under $1,000
Is like accumulating $BTC under $1,000
It is the best cryptocurrency
Is is the only coin in the world that you can argue should be more valuable than Bitcoin
Ethereum’s worst strategic decision was shifting from its competitive advantage of PoW, and pivoting to PoS to appease climate changers. It literally had a massive network of miners spending millions of dollars a day securing the network. To abandon that made zero economic sense.
Biggest shift in hard tech I've noticed recently: engineering talent is in greater supply than "business" talent (sales, finance, ops).
There are now 100s of engineers working at aero/defense, mfg, & energy startups. To truly succeed, we'll need a similar surge in other areas.
Heard about a hedge fund trade where they're betting airline profits are going up because ozempic usage will be so widespread it will reduce average weight per flight, reducing airlines' gas costs.
🤯✈️