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Joao Baptista

@joaobaptista

61 Following
19 Followers
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Joao Baptista
@joaobaptista
This is looking. You made me want to go.
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Joao Baptista
@joaobaptista
Apps with distribution will eat the technical ones. Pump.fun destroying raydium with one announcement. It happens over and over again. Eventually the kid have their own house. If they have money to build that. Apps will merge to chains. Users will be monetized in many ways.
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Joao Baptista
@joaobaptista
Sci-Fi writers are the visionaries. Founders are the executors. Learn how to execute, more than anything.
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Joao Baptista
@joaobaptista
In my opinion, it is the wrong model for many many startups that the need for capital or need for smart money is not the key element for the next growth phase. But for many startups this is the key element. If a startup wants to fight regulatory environment, they probably benefit from having smart money in. If a startup with to diversify their treasury, probably a strategic round is beneficial for them. If a startup needs capital to scale the team and scale the infrastructure for the next 10x improvement. Probably is good to have a high vc round. But if the founders are raising without clear goals for the capital. That means the capital is not strictly necessary. And they will end up, increasing their personal salaries and benefits, rather than scale the startup. Probably smart vc will be out. And they end up with bad VCs and bad people. A lot of capital circulating ready to be burned.
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Joao Baptista
@joaobaptista
One question about Farcaster, can we algorithm model our timeline? Usually this feature is not on the user hands, being manipulated by the applications. Applications control what shows you on your timeline, managing the model that selects the optimized data for you. Can we fixed that on warpcast?
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Joao Baptista
@joaobaptista
@yanowitz brought me here again. So congrats to Jason. I'm also here. Warpcaster is populated again.
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Joao Baptista
@joaobaptista
ETF analyst probably know more than we think . One of the biggest risk for ETH : Is turning all the tokens into staked tokens. Running first a non-staked product for ethereum is healthy for our product. It will bring onchain activity renaissance! Super happy to have a non-stake ETF.
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Joao Baptista
@joaobaptista
After few weeks out. Let's check the vibes in Warpcast!
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Joao Baptista pfp
Joao Baptista
@joaobaptista
Dog in Africa are wild. Not domestic dog. Snake in Africa kill so many people. But fresh water snail. I’m surprised.
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Joao Baptista
@joaobaptista
Huntors, Looking market size and relative analysis. Ethereum , $400 billion asset class have multiple NFT collections > $50k floor price. The most expensive one ≈ $200k floor price, ≈ $2 billion mcap collection. In ath, floor price was > $500k and mcap > $5 billion. Bitcoin is a trillion dollar asset class.
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Joao Baptista
@joaobaptista
Collectors, Why should you build your digital identity in any other layer than in the oldest, more robust one. If you want to build an identity or even collect some digital valuable items. Why should you do that on ethereum rather than bitcoin? The unchangeable layer. The simple and mainstream one.
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Joao Baptista
@joaobaptista
I see NodeMonkes as the trade of this bull market Why? Because it will be most highest floor price NFT. Looking at the buyers, we have 2 buyers for NFTs: 1. Collectors, the ones who build digital personalities and/or shill digital wealth; 2. The beta huntors For these 2 type of buyers. NodeMonkes are the best asset.
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Joao Baptista
@joaobaptista
@santiagoroel , probably miss my last casts. About the crypto analysis. I have the time to clear tables to screenshot and add for you take a look! i can def. share to you my google documents with all the data.
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Joao Baptista
@joaobaptista
@dwr.eth
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Joao Baptista
@joaobaptista
Social apps is all about write and read. And currently is unpleasant to do that on farcaster. Time is precious and social applications need to give the better experience to writers. For writers give the best experiences to readers. at the moment, we can't compile casts; write longer casts ; or even bold text.
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Joao Baptista
@joaobaptista
I just have a feeling that is must harder to connect with new people and new casts on farcaster. Than twitter. I think we need a middle term.
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Joao Baptista
@joaobaptista
No hype for uniswap, around warpcast yet.
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Joao Baptista
@joaobaptista
Now, back to the pod hahah
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Joao Baptista
@joaobaptista
Ahahah and @santiagoroel I start listening the pod and fucked I did not cast 10 plus casts for the free ticket 😂 Value opinion, only !
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Joao Baptista
@joaobaptista
Thanks Santi, I single cast each part of the analysis. Can you please scroll my account, oldest to newest cast since this cast, and check all the data and info. I don't compile all the casts, because is not yet possible on warpcast. For sure, you will have more alpha to add and stuff not to agree with.
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