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Joao Baptista

@joaobaptista

60 Following
20 Followers
Joao Baptista pfp
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
@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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Joao Baptista
@joaobaptista
Data availability ; L2 and L1 have the highest ratio of > 10 billion projects created. Data availability : 25% , with 1 project in 4 L2 : 15% , with 3 projects in 20 L1 : 12.35%, with 10 projects in 81 All infrastructure based.
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Joao Baptista
@joaobaptista
It's clear that most of the categories are based on infrastructure. But we see an increasing size of tokens , projects focused on user products. And that's the clear path to go. One category that is clear that is showing some valuations based on work done is gaming // NFTs . With 13 unicorns created.
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Joao Baptista
@joaobaptista
As a builder, I want to see where i can fast create value for my time. But i want to see where have lack of products builded. To better understand and understand the best time spending. As user, I want to know all the categories, to enjoy each one. Each one have something to give and improve.
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Joao Baptista
@joaobaptista
With clear thoughts of categories. We can think better about our time spending as investors , builders or even users. As investor, I want to be good expose to some critical categories that proof to be wealth generators. But, I want to be in up front narratives for life changing entries.
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Joao Baptista
@joaobaptista
The categories analysis gives some clear view for each project. We need to understand the category to better digest the project valuations. And we need to understand the easiest categories to build wealth historically and the categories that we need to be expose to the future.
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Joao Baptista
@joaobaptista
Another stuff that is interesting to relate is, the lack of unicorns is correlated with the lower tokens in that category. What is rational, because: -> More unicorns -> More incentives to fork -> Vampire attack -> 1 user can split their activity, same size of users -> Same "valuation" -> More unicorns
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