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stripe just assembled the first stack that circumvents CEXes entirely before embedded wallets, apps were at the mercy of external wallets privy flipped the model. they empowered apps to own the relationship with users but CEXes still provided the best onramp, and so the

someone accused me of generating posts with ai and the truth is (1) it would be a miracle if ai could consistently draft bangers and you’d be stupid to not post them (2) i don’t give a fuck if something is ai-generated as long as it hits and isn’t slop and (3) if you’re not in

polymarket comment threads are a tiny preview of financialized social media most social apps promote echo chambers based on shared views. meanwhile polymarket literally takes two directly opposed financially motivated groups of people and puts them in a cage meaningful dialogue

boop (dot fun) is proof that tokenomics do not matter last week, boop did $150k of total volume. pump did $900m (6,000x) and they pulled every trick in the book. targeted airdrop. direct incentives for KOLs. instant value accrual for the boop token. staking lockups. withdrawal

kalshi must be sweating real bad watching polymarket constantly referenced as a source of truth for a massive geopolitical event meanwhile they're completely absent with zero markets on the middle east conflict it's more than missing a single news cycle. they're losing

never forget that Kalshi is a team of little rats

man the coinbase vs hyperliquid debate shows how pathologically zero sum people on here are this isn't a fight for market share in the same time that HL climbed from 0 to 12% of binance's perp volume, binance still grew over 2x when robinhood entered the options market, they

the anon cynics of ct are unconstructive, intellectually lazy, and completely essential in the mess we've made for ourselves tokens have no sell-side analysts. no audited financials. no sale disclosures. all we have is twitter. no fucking wonder how we ended up here they're a

phantom understands that wallets as we know them are dying the monopoly on user access is over and only those able to leverage their fleeting importance into becoming actual destinations will survive new users won’t download phantom to connect to external apps, they will