Thomas
@thomaslanian
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Thomas
@thomaslanian
On buybacks, fee switches, and tokens: They aren't going to work... Here's why - Current valuations of alts are still based on BTC's movements, and most will still bleed to BTC in the short term - Despite the memes calling for going "back to fundamentals" most investors are not yet on board with that philosophy - Why? Lack of sophistication and nuance. Alts, even the high quality ones, are just seen as "alternatives" to BTC and not as products/businesses that just happen to be on chain. Is this a marketing issue? Maybe. - So buybacks and fee switches have less of an impact vs. macro or even just silly marketing stunts - I'm not saying it will be like this forever, and a push for more traditional valuation methodologies is good. It has to start somewhere so it's not entirely useless to do them and make them more 'normal' - The tied is turning though, and we'll probably start seeing a move to proper fundamental analyses underpinning prices after one more shakeout cycle. It's going to be an ebb and flow
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Thomas
@thomaslanian
POV: you just sat down at a cafe in Seoul
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Thomas
@thomaslanian
just setting up my warpcast
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Thomas
@thomaslanian
anyone got algo tips for farcaster?
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Thomas
@thomaslanian
Who was that project building verifiable photos on chain? Seems like now’s the right time
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Thomas
@thomaslanian
What’s the best way to self host an MCP compatible LLM?
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Thomas
@thomaslanian
Gm
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Thomas
@thomaslanian
Hello
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Thomas
@thomaslanian
Is it true that eigenlayer was compromised?
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Thomas
@thomaslanian
Are there any wallets out there that capture and return MEV profits back to users?
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Thomas
@thomaslanian
Any photographers here? Looking to see what the web3 photography community is up to
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Thomas
@thomaslanian
Overheard during ETH Sydney: “Buying crypto with cash feels more red hot than buying drugs”
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Thomas
@thomaslanian
I’ve been on Warpcast for 3 minutes now and there’s already been two updates. Talk about shipping 🚢
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Thomas
@thomaslanian
I thought there’d be less spam on here vs X Still nice though
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