hottakes

BDFL of Quilibrium, Eng @ Farcaster, ex-Coinbase, always opinionated, never hydrated

/quilibrium

I think the 4 year cycle is still a thing, and the next crypto craze will burst in late 2025.

Artist from the future.

NFTs since 1998.

Bitcoin since 1985.

Your second favorite artist's second favorite artist.

https://manifold.gallery/tomato

I think 2024 is going to blindside a lot of people with how many crypto projects unexpectedly fold under pressure.

Maybe, but the 4 year cycle is magic. Fundamentals be damned.

We're expecting the same in the non-crypto venture ecosystem. Too many companies funded during ZIRP era that haven't proven their economic models yet. They'll fail to raise again. 

The strongest projects / teams will be fine, so there may be a further flight to quality vs total implosion.