butterfr7962

@ermine44

222 Following

56 Followers

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choose your fighter baby

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Traditional finance major adoption lead by Larry Fink, Macro environment pointing to ease, crypto president highly likely, and somehow extreme bearish/desperate sentiment in crypto natives.

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Tradfi will have a much easier time allocating to a tech driven play like ETH than BTC as digital gold

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Totally agreed. I look at infra as first or second derivative plays. At some point someone needs to draw external value into the ecosystem. Seeing it now with stables (and more native defi before). Consumer is very very important, and is going to happen on mobile first.

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Salvino Armati ↑

agree with @imran wholeheartedly

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Seems Powell tends to signal that inflation is not that serious an issue now. Everything sound so dovish

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This makes one think how dramatic the fed’s easing scale will be when it’s needed. It’s a trend and a race between developed countries.

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Tradfi will have a much easier time allocating to a tech driven play like ETH than BTC as digital gold

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(Should have mentioned MEV specifically - that needs to tend towards zero obviously)

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More is coming in August. Great to see new faces! This community of

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