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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Forwarded from Ian's Intel
Pantera Bitcoin Fund hits 1000x milestone, bought 2% of BTC supply in 2013 — Link
Crypto Mumbles
https://panteracapital.com/blockchain-letter/1000x-pantera-bitcoin-fund/
I certainly don’t understand all the nuances of the incredible technology projects happening in the space, but I feel like I’ve seen this movie before.
 
I was the first asset-backed securities trader at Goldman Sachs.  Now everyone recognizes ABS as an asset class.  I was there when they did the GSCI.  Now everyone thinks of Commodities as an asset class.  In the 90’s I was investing in emerging markets.  Now everyone thinks of EM as an asset class. 
 
Blockchain will be just like that.  I believe that in the not-too-distant future every investment firm will have a blockchain team and a sizable, permanent blockchain allocation.
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chat is this real 😭
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Crypto Mumbles
https://x.com/WazzCrypto/status/1861448657955877374
somehow these kids are actually gonna outperform most of us
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Forwarded from Watcher Guru
JUST IN: 🇧🇷 Bill to establish strategic Bitcoin reserve officially introduced in Brazil's Chamber of Deputies.

@WatcherGuru
Forwarded from Ian's Intel
Hyperliquid Points:
- 8M points were distributed for May and 8.4M points for October.
- Final number of points: 57.9M
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been accumulating $tnsr below 5m

1) one of the early Ethereum contributors since 2015
2) good track record of building a successful project - EmblemAI
3) a long consolidating chart looking to expand soon
4) low mindshare as marketing and branding isn't as great (can be fixed easily)

i won't lie and say i know exactly what he is building because it looks different and feels cryptic for now (branding issue), but i feel like something is going on here and most don't know about it yet

balls tingling
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