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115 Following
407 Followers


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So after 15 BILLION USD in net inflows, the BTC price has gone, nowhere. Now the question is, why? The simple answer: as new money came in, BTC holders sold. By necessity, miners have to keep selling. The structural impact by ETH ETFs will be the opposite. https://x.com/biancoresearch/status/1800624734201360613
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Here is a prediction I am willing to make for Ethereum's future. For context, BlackRock and Citadel have just recently filed to incorporate a new stock exchange in Dallas Texas, the TXSE. BlockRock has 10 trillion USD in AUM. Citadel Securities has 500 billion USD in trading volume every single day.
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Just walk away from random toxicity. It's not worth it. - xh3b4sd
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Let me spell this out for you. 1. BTC and ETH 2. APT and SOL 3. PEPE and WIF https://x.com/0xSisyphus/status/1800210265608466541
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Nobody knew that people don't like to be a) robbed with stupid taxes b) over-regulated by stupid laws c) unable to afford a house d) paying the highest prices for normal shit like electricity Ideas go to Europe, to die. https://x.com/paddi_hansen/status/1800097399454486868
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Stalling your own game to make the opponent perform worse is one of those brain dead ideas. Like sanctioning privacy tools for Americans because North Korea uses them. I got news for you. North Korea is still using them. What are you guys doing? I can't even. 😂😭 https://x.com/bgurley/status/1799578929457475935
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Solana on Ethereum would be so insane, and only in crypto, the manlets would find a way to do the mental gymnastics to keep shorting ETH. https://x.com/0xtaetaehoho/status/1799947365262241989
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Woke up and had the urge to create something beautiful like this.
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I wrote again about the differences between Solana and Ethereum in the latest Powerlaw memo. I make the case for why it does not make much sense to compare those networks with one another. It's like eggs and carrots. Yeah, you can eat both, but you can only use one of them to make an omelette. What's your take?
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This kind of TradFi marketing will decide how the rest of the world perceives ETH as an asset. I am super curious to see what BlackRock will come up with in other to explain Ethereum to more traditional investors. Also, the BTC maxi cope in the comments is rough. https://x.com/Matt_Hougan/status/1799442459665350754
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I am realising more and more that I write my blog only for myself. It's to reflect on my decisions and it keeps me honest by forcing me to underwrite my thesis over and over again. Somehow people subscribe to it and half of the subscribers seem to read it every week. Don't know why, but I hope they get value from it.
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Those charts show how far behind Germany has become. That trend will continue and even worsen. There is nothing on the horizon to turn this ship around and the people are actually voting for it. https://www.daxtradingideas.com/p/7-explanatory-charts
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Really cool take by Chamath about declining "journalist" interview requests, that are all trying to distort what is being said in order to press it into their own biased narrative that other people are supposed to believe. Cut out the biased media middlemen. https://www.youtube.com/watch?v=UuwCy9hmhIE&t=439s
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This real time overview of rollup throughput is pretty neat. Thanks to whoever put this together. https://rollup.wtf
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This beautiful discussion between Anatoly and Justin is such an honest and fair assessment of Ethereum and Solana. There is no fourth best after BTC, ETH and SOL. And the people start to wake up to the fact that Ethereum is actually in a class of its own. Higher! https://www.youtube.com/watch?v=Rd_04vVLE-4
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"Blame noncompliance when your rules are useless" Only the SEC would act like that, oh wait. I am honestly baffled that everyone on planet earth is just silently accepting the fact that we created the pandemic and all that it brought with it, ourselves. https://x.com/RealSpikeCohen/status/1797402141411152211
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@dwr.eth the frontend performance on Warpcast degraded the past couple of days. I want to use the social network but everything takes forever to load or doesn't load at all. Also the bot/spam situation in big channels is getting out of hand and the opaque algo here doesn't really do it for me. All the best!
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I think taxes are mandatory. And there are two ways in which the government can lose it all. 1. ask for too much 2. misallocate the money My theory is that if you allow citizens to decide how their taxes are spent locally, everyone is better off. Norway failed. https://x.com/DellAnnaLuca/status/1662111839977893888
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I often write my weekly Powerlaw memo in a higher theme. Tonight I will drop another banger discussing some of my thoughts about past week's developments across the crypto industry.
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It's official. This is my president now. Give him the office already. Higher for longer! https://x.com/APompliano/status/1794539283300155678
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