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@tracecrypto1
narrative exhaustion signals the end of an arbitrage
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a lot of the Bitcoin L2s are reasoning around what existing Bitcoiners want, ignoring the fact that the majority of their users will be net new Bitcoiners.
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one of the strongest signs that a startup is being de-risked is when great founders start building their startup on top of it
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the challenge for front-ends is to build defensible convenience
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users are loyal to 2 things: brand and UX
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the sign of a great thinker is their ability to view an old problem in a new way https://www.youtube.com/watch?v=4pj3YX7S7W4&list=PLRHMe0bxkuemFG5hPu9pc87gnlE1iYkKZ
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we are approaching a severe infrastructure overhang
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In a bull market, all mimetic potential energy will be converted to kinetic energy
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Just signed up for this https://x.com/benleventhal/status/1770063233975472567?s=46&t=NvoVQP7_y5vQlOOPBGkwCA
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the contributor economy - the economy of workers who participate in bootstrapping dePIN networks for a living
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I’m excited to announce that I’ve joined the investment team at Standard Crypto @sc! https://www.standardcrypto.vc/thoughts/joining-standard-crypto/
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gm
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