Andy2024

The capital rotation from overvalued, saturated AI company IPOs into Bitcoin later this year will be absolutely biblical.

Is the Bitcoin conference really that empty???

One of my friends in NYC is very active in NFL trading cards and he is absolutely printing right now and says the market is as hot as its ever been.
Mostly collecting high end, rare cards and cornering the market. Offers are getting hit at insanely high prices.
The longer this goes on, as we approach a lower rate environment with stocks at all time highs, you can start to see the pieces coming together for a serious long-term bottom for crypto.
While these markets seem vastly disconnected, its all connected to liquidity and disposable income.

Is Zcash actually a real threat to Bitcoin's digital gold status???

After this rsETH incident, all of DeFi will be forced to reset their priors on risk management and contagion across any and all protocols.
That is very healthy, in an unfortunate way.

Still can't believe the entire DeFi ecosystem came together and raised 100K ETH in less than week to save Aave.

The absolute exponential increase in volatile events lends itself extremely well to the promise of a digital store of value as well as a globally accessible 24/7 trading venue.
Extremely unique circumstances.

Absolutely insane week in DeFi, one for the history books.

If the industry lets the biggest lending market collapse and liquidate their users, DeFi would be completely cooked for years.
Unreal this is a contrarian view.

Its insane how quiet Kelp and LayerZero have been through all of this.

Fluent mainnet and TGE tomorrow.

One of the best looking charts in the industry is tokenized treasuries, just surpassing $14B onchain.
Heated competition & no clear winner yet. Interesting.

There are people stuck in looped WETH positions right now losing tens of thousands of dollars per day.
Unreal.

Sidelined???