my favorite quote by an analyst went something like ‘i can tell if you think tesla is under or overvalued by how you feel towards elon musk’
how we perceive value is changing, some companies that i know have a better product and team than their competitors struggle to raise or get traction because they simply lack the ability to create internet native value
https://x.com/howdymerry/status/1944148406261477701
X (formerly Twitter)
mary (@howdymerry) on X
internet capital markets doesn’t mean any failing b2b saas company can go public on the blockchain and suddenly get flush with liquidity
it means that there is enormous demand for internet native value that is unmet in traditional markets
it’s demand for…
it means that there is enormous demand for internet native value that is unmet in traditional markets
it’s demand for…
Forwarded from Watcher Guru
Crypto Mumbles
my favorite quote by an analyst went something like ‘i can tell if you think tesla is under or overvalued by how you feel towards elon musk’ how we perceive value is changing, some companies that i know have a better product and team than their competitors…
how we perceive value is changing
icm will be the arena whereby your company can trade at premiums because you're able to market/sustain attention well enough
internet native value
in an era where the average attention span is only 8 seconds, the only scarcity is attention"
icm will be the arena whereby your company can trade at premiums because you're able to market/sustain attention well enough
internet native value
in an era where the average attention span is only 8 seconds, the only scarcity is attention"
👍5
Forwarded from Cointelegraph
Forwarded from CryptoCapo TG
GM
Market update:
Bitcoin continues to show remarkable strength since June 22nd (Middle East ceasefire). Some alts are catching up, but most remain in clear downtrends and forming lower highs. Traditional markets are showing signs of weakness and a potential top formation.
Euphoria around BTC is evident, and a reversal remains just a matter of time in my opinion.
Currently, all my short positions are in a loss. Luckily, I use very low leverage, so to the disappointment of many, I'm not liquidated yet. And even if I were, these positions are far from representing my entire net worth. They're strategic positions supporting my thesis and hedging against a potential black swan event, which remains likely even if the idea sounds crazy right now.
Staying calm despite adversity. Not everything plays out immediately. Have a good week!
Market update:
Bitcoin continues to show remarkable strength since June 22nd (Middle East ceasefire). Some alts are catching up, but most remain in clear downtrends and forming lower highs. Traditional markets are showing signs of weakness and a potential top formation.
Euphoria around BTC is evident, and a reversal remains just a matter of time in my opinion.
Currently, all my short positions are in a loss. Luckily, I use very low leverage, so to the disappointment of many, I'm not liquidated yet. And even if I were, these positions are far from representing my entire net worth. They're strategic positions supporting my thesis and hedging against a potential black swan event, which remains likely even if the idea sounds crazy right now.
Staying calm despite adversity. Not everything plays out immediately. Have a good week!
🤣12
Forwarded from Crypto Narratives
These BTC green candles are covered with the blood of the "summer chop" thesis bros
Don't persevere once the thesis is clearly invalidated, especially on a BTC short
It's extremely dangerous to let such a short run without an invalidation
(friendly advice from a bull)
Don't persevere once the thesis is clearly invalidated, especially on a BTC short
It's extremely dangerous to let such a short run without an invalidation
(friendly advice from a bull)
👍2
Forwarded from Crypto Mumbles
the market conditions the animal to expect mean reversion precisely at the time that the market shifts from mean reversion to trend
🤝5
Forwarded from Wu Blockchain News
QCP: Bitcoin has surged past $122K with strong institutional inflows and rising leveraged long positions, as sentiment flips from fear to greed. Despite elevated funding rates and over $43B in open interest, options markets remain calm, suggesting a maturing dynamic. — link
Forwarded from Mlm onchain
Sonnet BioTherapeutics, Inc. Announces $888 Million Business Combination to Launch a HYPE Cryptocurrency Treasury Reserve Strategy
"The transaction includes participation by prominent strategic investors, including Paradigm, Galaxy Digital, Pantera Capital, D1 Capital, Republic Digital, and 683 Capital"
https://x.com/mlmabc/status/1944699807139778603
"The transaction includes participation by prominent strategic investors, including Paradigm, Galaxy Digital, Pantera Capital, D1 Capital, Republic Digital, and 683 Capital"
https://x.com/mlmabc/status/1944699807139778603
X (formerly Twitter)
MLM (@mlmabc) on X
Sonnet BioTherapeutics, Inc. Announces $888 Million Business Combination to Launch a HYPE Cryptocurrency Treasury Reserve Strategy
"A newly-formed entity formed by an entity affiliated with Atlas Merchant Capital LLC (“Atlas”), an affiliate of Paradigm Operations…
"A newly-formed entity formed by an entity affiliated with Atlas Merchant Capital LLC (“Atlas”), an affiliate of Paradigm Operations…