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If you’re a founder you have no space for luxury beliefs. Even if you have a vision for the future you need to meet the market where it’s at today. This industry is littered with people who built for a market that didn’t exist yet, study 2018 enterprise blockchains.

Crypto accelerates the three megatrends in media. 1. Personalities > brands. 2. 1st party > 3rd party data 3. Scalable products > ad revenue Re: personalities - crypto is at the forefront of the attention economy. Because we're used to internet money and early stage assets,

I think most people dislike memecoins because they view them through the lens of finance. From that perspective it feels like a perversion. Viewed through a media lens, however, it seems like the culmination of every mega trend in the industry. It feels inevitable.

Get ready to hear the word hyperbitcoinization again, a lot

100% agree. Imagine just indiscriminately tagging Loud! just to climb a leaderboard, disgusting.

many such cases

Ruh roh

NEW POD This week, Michael Anderson, Vance Spencer, and Mippo 🟪 discuss: - Hyperliquid's dominance - Circle's IPO filing - Plasma's upcoming token sale on Sonar - And more! Links below ⬇️

NEW Weekly Round Up Out Now ⬇️ 🎙️Mippo 🟪 Uma Roy Nick White 🦣 We discuss: - Does X still drive the crypto Zeitgeist? - Rise of decentralized social media - AI & crypto privacy risks - Implications of recent Sui and Coinbase 🛡️ exploits - Impact of Loud!

Retail investors would be more successful at underwriting the next Taylor Swift than the next Apple

Has anyone seen this yet? Seems like way too on the nose social commentary for my taste but also love the cast and Jesse Armstrong.

Out there opinion: in the future public companies will be required to have all revenue onchain. One benefit will be lighter regulation, because the cash flows are easier to audit. Privacy will be more challenging.

The launchpad wars are underway but seem to have found temporary equilibrium. Solana is ~75% of the market, 65% of that being Pump. Zora is the only challenger with any staying power, last week Believe was <1% of the market. So far, the winners have stayed winning.

Analysts vibing so hard right now they’re on podcasts saying they’re putting Mippo 🟪 and me in the dunk tank But actually, come to permissionless it’s gonna be a movie

Whoever has his ear should tell him it’s doing more harm than good now