My take on the last cycle. 

Too much focus on 2, not enough focus on 1.

There's a reason Pump didn't launch with a pump token.

two good times to launch a token

1/ when you have PMF 
2/ day zero

Jesse Walden

My take on the last cycle. 

Too much focus on 2, not enough focus on 1.

There's a reason Pump didn't launch with a pump token. 
https://x.com/jessewldn/status/1896774358326198299

new thing coming soon https://twitter.com/codybrown

very few serious tokens were launched this cycle at all

Misc. mid-week notes on @EthereumDenver 

-there really aren't many heterodox thinkers in crypto... the industry likes to think it's "contrarian" but most people have very consensus views

-most people didn't sell and are down bigly from their peak paper networth

-traders are…

@benroy__ @EthereumDenver Good notes. I think one of the main disappointments from latest cycle/Sol run is how little there is to show for it now that the smoke has cleared. In previous ETH runs, you would have so many more interesting teams/infrastructure after.  

Gg to those who won big. Pump is…

codyb

icebreaker.xyz/0xen |
https://gallery.so/Oxen/galleries | https://opensea.io/collection/farcats

yes. similar thought: https://x.com/codybrown/status/1895265300347543891

yeah we were forced to play the meme game because very few of the serious teams wanted to drop tokens... until now. kaito, zora etc. question is is it too late for this cycle.