Crypto Mumbles – Telegram
Crypto Mumbles
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things I mumble to myself about crypto

basically my transparent crypto diary

education, analysis, and trades 🙂

Twitter: https://twitter.com/dpycm
Medium: https://medium.com/@dpycm
Lifemax (non-crypto): t.me/humblespace
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i don’t think zach doxxing murad’s wallet is a bad thing

with onchain it’s only a matter of time

if it’s not zach it’ll be someone else eventually

weren’t people screaming screw VC coins and exchanges cause of their opaque agreements?

so now when things are transparent why are y’all mad
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if it’s because murad selling will cause a cascade then that means you prefer opaque selling init

> back to VC alts
Forwarded from Investing Beanstock
Also highly recommend reading “Devil Take The Hindmost” by Edward Chancellor if you are already heavily allocated to memecoins

Super applicable in the context of crypto and it’s just a great book overall on speculation history
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Moonshot Global Rank: >500
Moonshot Finance Rank: 177

Coinbase Global Rank: >500
Coinbase Finance Rank: 40

Phantom Global Rank: >500
Phantom Utilities Rank: 145
Forwarded from Crypto Narratives
Murad did not try to obfuscate his wallets and bags so my opinion is that he planned to be a public diamond hand until the euphoria part of the bull cycle when memes have a final parabolic run.

He could have bought and accumulated each coin from 20 different wallets if he wanted, but he did not do that.

Now he can't sell anything without putting all his bags at risks, so this suggests to me that he did not want to sell anyway before the true euphoria.
gme was a warmup for the main event

but this time who can halt trading?
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as we see people slowly create thesis and find ways to convince ourselves that we’ll go higher and higher

as people stop talking about tops

remember to follow some solid bearish people to keep yourself in check

thiccy is a good one
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always good to listen to differing views and contrarian takes

very important

wrote a little here before: https://news.1rj.ru/str/cryptomumbles/4730
Forwarded from unfolded. DeFi
VanEck enters crypto VC space, seeks $30 million for first fund — link | tl;dr
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Forwarded from Zoomer News
US GOVERNMENT SAYS BITFINEX MAY BE SOLE RECIPIENT OF BITCOINS STOLEN IN 2016 HACK

🔗 link
Crypto Mumbles
https://fxtwitter.com/DefiSquared/status/1844055496883630375
So with a better understanding of what brought us to this point, do I think the memecoin mindshare lasts? For at least the medium term, yes.

For memes to lose mindshare, we need to see an innovative new narrative that is truly crypto native (ie., not a centralized hybrid tech) with decent ponzinomics. And the unfortunate reality is that this is much harder to achieve now than it used to be. AI is the closest thing to this right now, but in most cases runs into the question of “why do we even need crypto for this?”. As mentioned in a previous post, I see there being a couple interesting bluechip exceptions to this. There are also a few DeFi projects in the pipeline that I consider to be interesting + innovative, and I have hopes could be the beginnings of a newer narrative down the line.