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@zkentin

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Thinking about converting all my ETH leftover bag to @celestia
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@towns UX is unmatched
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The $18.4k will be captured by apps on eth ecosystem, not eth the asset.
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I won’t lie this makes me very bearish on Farcaster assets from token value accrual considerations. How can you still be complacent and blind after ETH perf last year? Of course it’s wrong, ethereum can win, all the activity can happen on ethereum, but still the asset will trend to 0 with the current tokenomics.
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Don’t take yourself too seriously
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higher-only
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I just remembered the word “scenecoin” and laughed hard
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Today is gonna be a good day
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Good thread. As long as there is no clear economic model, eth (the asset) is doomed. Ethereum ecosystem will win anyway.
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Once you go higher enough, you learn to say enough higher.
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Higher is full of beauty
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Then we go higher only
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How poor I am today
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I chose optimism
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ai16z just want to unload all of their AUM to capture the mgt fees. Don’t expect innovation anymore
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My crypto routine is: 1. Check 20min CT and 10min FC every morning 2. Listen to podcasts and read articles collected from 1. 3. Reflect for 30min 4. Check out from anything related to crypto including in my head for the day
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And the best way to hold long term with peace of mind and conviction is by checking out from Twitter and blocking all accounts talking macro/markets.
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It’s actually the first time in crypto that I feel I found compounding investments to hold for decades. The assets are: - $TIA (blob usage) - $ZRO (interoperability) - $Morpho (DeFi / CEX mullet) I expect them to 10-30x over the next decade.
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Wrong onboarding - he’ll do a few cast first month and probably leave the account. That is not how Farcaster will win.
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Crossover with higher https://www.instagram.com/wealthyhomie?igsh=djY4MWQyMW44YmVh
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