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@zirp

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@zirp
Need some help here on best Bitcoin beta for next 5yrs…Node Monkes, Puppets, STX, or PUPS? @ansem @osf @farokh @rektmando
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@zirp
Which hits $1K first, SOL or COIN?
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Now that DJT is public and can serve as a "value" anchor, I'm thinking we should watch for Trump proxies in crypto like MAGA to close the market cap gap as the cycle accelerates into degenerate mania when we approach the elections in November...any thoughts @qw?
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@zirp
Quick poll: who will be the wealthiest person on earth on 1/1/30? A. Elon Musk B. Brian Armstrong C. Michael Saylor D. Jensen Huang E. Other
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@zirp
Keep an eye on PYPL as crypto mindshare begins to permeate tradfi allocators looking for a catch up trade behind the likes of COIN, HOOD, etc…may even become a compelling m&a target for a large operator seeking hedged exposure.
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Anyone know why moonbirds are running? @akastevey @thepunk /proof
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@jessepollak -- any @base commercials coming up at the Super Bowl? Seems like you guys may be ready for primetime to show the world what this is all about...
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@zirp
Veefriends looking super undervalued here if you have a long time horizon. At roughly 10% of pudgies with similar hybrid digital/irl IP focused roadmap and execution record/ability, it’s hard to bet against Gary Vee at these levels. Nice beta play on eth imo…NFA/DYOR/etc. Any thoughts? @osf @farokh @dcinvestor
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Any good work out there by web3 native research firms on how much revenue @base may generate for @coinbase if this dev & user growth momentum continues?
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@zirp
Any nft heads out there see compelling r/r asymmetry in v1 punks given provenance, historical relevance, etc? /nft @osf @farokh
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@zirp
COIN looking like the most obvious risk adjusted buy and hold in all of crypto (tokens or equities) even after the run it’s had over the last 12 months. Top shelf mgmt + balance sheet + business expansion + regulatory progress + venture portfolio…NFA/DYOR/etc
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