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@mjfunds
I truly welcome every single one of you God be my witness, you guys are so fucking early I also want to share with you the face of 9-5 Will share all the information you guys want to hear about soon 🔜 Team, 9-5
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still not caring we bounce
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this is basically the plan
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Ordinals differentiated from erc-720s. Runes should not look and feel like erc-20s.
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Pre-runes projects actively fuded by Casey himself. Waiting for virgin runes.
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aaaaAAAHHHhh
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"Bitcoin is a perennial, and just as in decades gone by, an early Spring can help or hurt commodity markets." "An Early Spring for Bitcoin" full piece at👇 https://open.substack.com/pub/asym/p/an-early-spring-for-bitcoin?r=3alv8y&utm_campaign=post&utm_medium=web
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If necessity is the mother of invention, then founders are the braggadocious bullies stealing inventors' homework. You might be surprised by the full piece, "Founders vs Inventors" at👇 https://open.substack.com/pub/asym/p/founders-vs-inventors?r=3alv8y&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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Think you’ll like this piece we put out: https://open.substack.com/pub/asym/p/peak-tiktok?r=3alv8y&utm_medium=ios
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“Platforms that don’t rely on ad revenue, are inherently more conducive to deep engagement & thoughtful discourse. Alternative platforms like Farcaster offer a healthier & more generative digital future.” Full piece at👇 https://open.substack.com/pub/asym/p/peak-tiktok?r=3alv8y&utm_medium=ios&utm_campaign=post
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“How does the strategy change if casts go into channels?” The answer turned out to be: “Farcaster wins the entire market.”
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This sort of asymmetry has the effect of shortening the user’s attention span. This phenomenon has knock-on effects which are not yet clear. Founders should also consider whether their product has “stickiness” and conditions its users to be loyal, or whether conditions them to be frenetic and disloyal
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Every user is a random function, which takes your product as a composite arg. In each interaction, they factor it back to its component parts to find the value they want. You factor out their activity to hone in on what they really want. We talk too much about iteration—the user iterates, the platform recombinates.
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We take the view that blockchain is a tool to draw industry away from the bait-and-switch practice of advertising and towards new payment models.
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Slightly different take: “Founders, who build companies which grant digital ownership to their users, will acquire a more engaged user-base, & be able to iterate on their products faster & more effectively.” Full piece: https://open.substack.com/pub/asym/p/peak-saas?r=3alv8y&utm_medium=ios&utm_campaign=post
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Products should be sold at a price that is in accordance with ownership of them. In selling software products as services, companies discreetly jettison the concept of ownership from the economic discussion, & capture its value entirely for themselves. Full piece “Peak SaaS”: https://asym.substack.com/p/peak-saas
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New piece on "Peak SaaS" "At present, technologists remain divided over the import of blockchain, but the arc of history bends towards ownership whenever people are given the opportunity to have it." Full text at: https://open.substack.com/pub/asym/p/peak-saas?r=3alv8y&utm_campaign=post&utm_medium=web
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The objective of ASYM is to provide readers with a reliable stream of utile asymmetric information which they can leverage to enhance their decision making & strategic positioning capabilities in both industry & in their personal/professional development.
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Succinctly then, asymmetric information has two properties: 1) It is true information 2) It is information that is not well distributed In the first property, the concept of objective value is addressed, in the second, the concept of scarcity--which enhances value even further.
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However, returning back to our earlier discussion of distribution, asymmetric information's value additive properties are compounded when that increase in yield not only exceeds some non-arbitrary benchmark, but also exceeds that of competitors.
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