
Skeletonin
@skeletonin
2 replies
4 recasts
12 reactions
2 replies
1 recast
4 reactions
1 reply
4 recasts
25 reactions
Some hopium on what I'm bullish on:
• Farcaster: Best SocialFi app
• Web3 native cultural exports to Web2: Pudgy Penguins, Azukis, Miladies etc. Bearish cultural imports from Web2 to Web3
• Stablecoins that share upside with community: $ENA etc
• DeFi with PMF: Aave, Fluid, Maker, Pendle, etc.
• $ETH: Current UX is poor, but EIP-7702 and the new Open Intents Framework will improve it soon.
• New gen L2s (MegaETH) to validate Ethereum's modular vision
• Infinex, Hyperliquid and other onchain apps to challenge CEXs
• Gnosis Pay building onchain Revolut (via multiple products)
• InfoFi: Kaito, Ethos (reputation score), 0xPpl App (follow onchain trades)
• TradFi tokenization: Trade S&P500, $COIN onchain, and pumping liquidity to DeFi.
• New fundraising metas: Echo & Legion, but watch out for new money printing trends for best gains
• BTC as sovereign money
And most importantly, never ending crypto techno-optimism.
Continue up only, pls. 7 replies
9 recasts
65 reactions
20 replies
24 recasts
112 reactions
0 reply
2 recasts
4 reactions
2 replies
2 recasts
5 reactions
3 replies
1 recast
7 reactions
0 reply
0 recast
0 reaction
15 replies
11 recasts
38 reactions
6 replies
2 recasts
22 reactions
16 replies
9 recasts
26 reactions
0 reply
2 recasts
5 reactions
1 reply
0 recast
3 reactions
1 reply
2 recasts
9 reactions
0 reply
1 recast
9 reactions
1 reply
1 recast
19 reactions
2 replies
1 recast
19 reactions
2 replies
1 recast
14 reactions
0 reply
0 recast
2 reactions