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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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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Moonshot Global Rank: >500
Moonshot Finance Rank: 117

Coinbase Global Rank: 68
Coinbase Finance Rank: 7

Phantom Global Rank: 66
Phantom Utilities Rank: 3
Crypto Mumbles
i think this idea here has played out since luna has lost the spotlight virtual has meaningfully decoupled and is now running harder based on platform demand, something that i really wanted to see because now it isn’t just being carried by a single agent…
a lot of virtual agents are getting attention right now, notably aixbt and others

i'm proxying all of them by owning virtual to participate in some upside, albeit muted

if this keeps up, virtual will continue grinding upside through the flywheel

its a bit more stress free approach on my end

virtual also has the possibility of an eventual coinbase listing (!pray)
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higher
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best thing was that a lot of people faded virtual early on because of the fud and/or luna being inorganic etc.

you had time to accumulate, but everyone was busy boo-ing
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