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“Creator” is the new “KOL” which is the new “influencer”.

Tbh if I didn’t have dozens of investments in different crypto startups I’d completely tune out from this industry. They’ve even ruined Bitcoin with this treasury company grift. It’s all gonna crash and burn soon enough. Inevitable. Still love my founders though. Here to support.

I guess nobody else wants to say it, but TON stickers are a scam. Straight to zero.

Turns out that “consumer crypto” is just illegal casinos that accept crypto.

Ethereum down 30% in 10 days without anybody crying about it. That tells me it will go alot lower.

Seriously fuck Polymarket.

Stablecoins are really only a better form of payment because it sidesteps regulatory and compliance concerns. Nobody is really talking about this. Once you add KYC, AML, and other modern money movement controls, the friction and costs will be comparable.

Does $UBER go to zero?

By 2027 this company will have fully pivoted to mattress sales.

The market has discounted the absolute need for mental health services. Not a joke. Not tongue in cheek. It’s serious. We’re entering a peak meltdown mode from all angles. And every tiny 1% incremental conversion gain on BetterHelp will drive $40M in additional revenue for $TDOC.

Buying shares of a company that simply purchases Bitcoin (or any other crypto) by way of some ponzi insider enrichment scheme is literally peak idiocy - when you can easily buy the underlying asset or ETF. Bitcoin treasury companies are not a value add. In fact it’s the opposite.

I respect Matt for holding the line and sticking with Solana as the platform to launch his game (any day now). Founders that continually pivot all end up failing.

I think people are too bearish on Solana here. It’s got a huge head start. It fumbled NFTs and gaming as I have been posting about for a year now. But it’s not gonna be a big lift to get right back into it. Betting it’ll turn up the heat soon. Don’t underestimate the sheer scale.

One thing I’ve learned in over a decade in crypto is that you can never take community for granted. Never play community for fools. Every decision you consider has to be taken from a community first pov. Easy for successful founders to get too big for their britches. Don’t do it.

Seriously fuck Ledger.