crypto

Effects of $TRUMP, if true.

+ Impact on Crypto +
Short, locks us into blue skies for 2 years. 
Medium, faces existential partisan battles.

+ Impact on SOL +
Short, mega bull as MAGA onboards. 
Medium, gets abandoned by Trump.

+ Impact on ETH +
Short, mild bear as crypto rotates to SOL.
Medium, potential to be Last-CPU-Standing.

Buckle up, and choose your time horizon. Swing Builder or Fundamentals Builder? 

I'm building on ETH.

building /bracket | talking /greatbooks | ex-BCG, ex-PHD | poli + phil + econ

tldr; an influx of new, naive customers to rug on an IV drip for 9-36 months 

Having Trump attached to web3 is branding that won’t age well

These are my principles. If you don't like them, well, I have others

Surprised more aren’t seizing this very moment. Web3 has many skilled builders, but very few skilled Product and Strategy people in the space. This would be the time to sell decentralized in an accessible way to people who don’t have an interest in defi to buck Meta and Twitter but alas shitcoins are shiny objects

Sets up partisan battles. “Crypto” becomes the new “Masks”, the new “Genderless bathrooms”.

Unfortunate, but was bound to happen at sometime. Will play out in the second half of Trump admin and following. 

ETH’s distance may end up being something that allows a version of crypto that’s more palatable to various parties to move forward. 

It’s going to be an all out war.