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quick objective thoughts as longtime socialfi enjoyer: 1. Bullish Kaito, a flywheel on a flywheel. 2. Dunno if I like the battle for the most loud top 25. On the one hand, forcing function for quality, on the other hand, once someone has lost a couple times they probs churn

Back in my day there were no presales. Men were men, we would open the mint and see if people cared enough to turn up & click buttons in the moment.

Such a shame there’s nothing coming for gigaverse ROMs.

Founders & teams regularly ask me for good GTM / marketing people. Always happy to put good talent in touch with cool opportunities. If this is you, feel free to drop me a confidential DM so I’ve got you in mind if anything comes up in my network that’s a fit. 🫡

max bidding the bessen-wagner girth gap 0.2 oscillating ratio on the hype hourly, one of the best I've seen tbh

Back when the Project X boys Lambo & Bobby were doing pacmoon we got halfway through building a mini-game we were gonna call pacmooners. would've been a lot of fun.

On tokens, rn its interesting to compare: Protocol driven value accrual -- e.g. Hyperliquid Network driven attention accrual -- e.g. Loud! (nb: attention = value, if the model is right) Top teams / their coins are now designed for either (1) direct value accrual to

RIP any other token launching amidst timeline domination by Loud! Let’s see how $LOUD performs. Consensus is the IAO (ICO) is a no brainer if you get access to it? Any of my followers who need another smart follower to qualify for it, lmk I’ll follow you. loudio

what is this??

Today: Cyclops ate our dog’s food which contains medication that’s poisonous to cats. Rushed his ass to the vet to get stomach pumped. Luckily the pill came up, undigested. They gave him something to sooth him after the pumping.. he’s now high af. 1eye 1vision 9lives 0fucks.

Not convinced NFTs as a category / meta will be back. The mania & volume of 21 & 22 was insane. 6bn vol in a month. Compared to sub 500m now. Do think power laws / flight to quality applies tho and there will be outliers and winners -- leading PFPs, leading game NFTs, etc.

It’s Sunday night, I sit alone on the patio. Humidity is high but the breeze is cool. Crickets chirp, stars idle in the sky. Seattle’s jazz station plays softly indoors. I light up a Hoyo de Monterrey. It’s all just a game brother. All of it. And we’re going to win.

I think many teams launch tokens with a 'lets see what happens' lvl of confidence or underestimate what it takes (especially in an off-meta category like gaming). Launching a token is like going in to a knife fight. You should only do it if you truly believe ur gonna win.

every day thousands of ppl play onchain rock paper scissors.

Important question, need ur answers: if you wanted to send $100 to a friend half way around the world ASAP. how would you do it? (they arent crypto native / dont have an existing wallet)

if ur gonna break rule #1 in crypto (never ship anything) then you may aswell keep breaking it bigger and harder every time

Will be multiple AI companies worth trillions in the next few yrs. Part of why I think the next AI x Crypto run will be huge. Also think many games & consumer apps lagging on AI integration will fomo into it in the future. gigaverse has enabled agents since day 1.

Always respect it when a post-TGE team (especially with majority circulating supply) takes a big bold swing at reinvigorating their token, using it to power some new product or flywheel.

If you launch something in crypto labelled as “an experiment” then you basically condemn it to flop. Market participants interpret this as low conviction positioning / something that can be abandoned easily. Bit of a shame bc experiments are cool. Just don’t call them that.

the defining characteristic of a Trump presidency: volatility.