Yogigi
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Thinking about consumer chains - I think the beauty of MegaETH will be 2-fold:
1) Exchange agnostic (Base feels like a closed garden unless you have strong ties)
2) Direct value accrual + ETH security
These will matter more than people realize today.
THINK18.06%
ETH-1.12%
MORE-2.06%
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Copying and forking projects will only take you so far. If the only requisite for success was being related to the president...we would have very different outcomes.
WLFI is not interesting and should not trade at such a premium to AAVE.
JPM probably builds a better one.
NOT-0.84%
AAVE3.92%
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They wanted ETH down bad…
But the shorts got smoked in the fire.
Many men bet against me… but ETH still alive,
Liquidate the doubters, watch the bears get fried.
- Tom Lee (maybe)
ETH-1.12%
BAD-1.54%
IN-6.56%
FIRE-0.55%
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imagine sitting on euphoria hitting your phone that powell going to be bullish by bidding eth as it god candles.
you have a bunny sipping gwei as megaeth goes mainnet and brings consumer chain to eth.
time to roll.
ETH-1.12%
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beauty of eth nfts. buy eth on the dip around 4.1k. buy moonbird nft at 3.2e.
eth goes to 5k. moonbirds to 10e.
win win - leverage without liquidation. ggs.
ETH-1.12%
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well well, feels good to be right. barely survived the longs. but higher.
keep shorting eth. thanks.
ETH-1.12%
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Crypto is the broadest spectrum of intelligence I have ever seen.
On one end we have literal geniuses and traders.
On the other end we have cults filled w/ ppl who believe coins like Doginals, Pork, Bobo and Cardano have a chance.
EVER-12%
PORK2.06%
BOBO-4.51%
ADA-1.65%
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I think Jackson Hole will be a nothing burger given price action this week. ETH prolly higher by end of wknd than today.
THINK18.06%
VOID-0.77%
ETH-1.12%
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stablecoins are commodities. licensed banks with real distribution have the moat and the scale. when rates get cut, margins collapse.
most will fail out of pure redundancy. i dont see metamask stable vs. toysrus stable interesting
perplexed with metamask positioning and plan
GET-0.57%
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Getting DMs to PFP a Moonbird. Honestly, I’m not convinced. Glad the community has life again w/ Spencer taking over. I was against Proof from day one, even thought the Yuga acquisition was an excuse to let them exit.
Outside of price going up, I still don’t know what they’re building or why it matters.
So question: why should anyone care about Moonbirds now? What does it actually mean to be in the community or rep a bird?
Honestly I like my wizard rn or would pfp this beautiful work that deserves to be in the Louvre.
DMS-3.09%
NOT-0.84%
DON-2.15%
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It’s wild to think about the Partition: Pakistan was carved out as a Muslim state, India left as a Hindu majority. Yet India still holds the world’s third-largest Muslim population, while Pakistan pushed out nearly all non-Muslims. Funny how history works backwards sometimes.
WILD-2.96%
THINK18.06%
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What happens to markets if:
- China & India retaliate 200% tariffs
- Powell decides to raise rates by 0.25% because of PPI
- Iran builds nuclear bomb from secret site
- Russia decides to invade Ukraine again
- DAT companies start trading at 30% - 50% discount to nav
AMP1.92%
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I will continue to use — aka em dash in all my posts just so that I can get insta responses from ai bots commenting telling me that my post is written by AI and then I will block them. The best honey trap.
IN-6.56%
GET-0.57%
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I want to understand how random AI companies can now take my leaked cell number, scrape my LinkedIn and other socials to build a profile, then robocall me with a human-sounding voice to sell SaaS services—all while spoofing their caller ID to look like it’s local. WTF?
CELL-1.79%
ME-0.56%
SAAS-0.91%
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don't be a coward long into jackson hole
DON-2.15%
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Hong Kong for Bitcoin Asia next week. Let me know if you’re around and want to meet up. About all the things.
BTC-1.24%
ME-0.56%
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It’s crypto. Everyone is a day trader, trend line savant, and can extrapolate the future w/ arbitrary data points and time intervals to paint an opinion they are thinking about.
Note opinion only valid for 8 seconds.
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Imagine if NVIDIA gave up every time the market pulled back 10–20%. Back in the 2010s, plenty didn’t believe in GPUs. Crypto w/ TradFi should be seen the same way: this is the best setup in the history of the space. Nobody is canceling their plans because of a dip. Resilience.
EVERY2.31%
IN-6.56%
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