Forwarded from Cointelegraph
🚨 MASSIVE: Google searches for "crypto" have spiked in the past 24 hours.
Read more: ct.com
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Read more: ct.com
News | Markets | YouTube
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Forwarded from Arcane Gems (Carranza)
regarding CR7, be careful
there may be people leaking “ECAs”
after Kanye, you’ll believe CR7 is coming
but most likely, it won’t, and it’s just a rug
there may be people leaking “ECAs”
after Kanye, you’ll believe CR7 is coming
but most likely, it won’t, and it’s just a rug
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footballdotfun reminds me of fpl that i used to play a decade ago
worth checking it out if you're a football fan, because you might have the greatest edge in picking players:
https://pro.football.fun/login/?referral_code=UN5UNH2T13L
worth checking it out if you're a football fan, because you might have the greatest edge in picking players:
https://pro.football.fun/login/?referral_code=UN5UNH2T13L
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sol is doing decent, but the conditions in the trenches are still quite terrible imo
base camp still in play as base coins are booming (consumer apps)
tells you enough about the sentiments around microcaps
none of my concerns are really solved yet and the only thing that attracted me enough is light, which played out well and is currently cooling off/consolidating
base camp still in play as base coins are booming (consumer apps)
tells you enough about the sentiments around microcaps
none of my concerns are really solved yet and the only thing that attracted me enough is light, which played out well and is currently cooling off/consolidating
Medium
Base Camp
Leaving the civil war within Solana
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more launchpads have spawned recently too, but my take is that if they don't own the stack (or have a more efficient model), they can never compete with pump or heaven at this point
because the fees being paid to meteora/ray is additional cost to the consumer and inefficient
pump's fee model is inefficient but its lindy and consistent in performance, heaven's fee model is efficient but new to the market
if your launchpad diddles in the middle, then its likely not going to make it
CIVIL WAR
because the fees being paid to meteora/ray is additional cost to the consumer and inefficient
pump's fee model is inefficient but its lindy and consistent in performance, heaven's fee model is efficient but new to the market
if your launchpad diddles in the middle, then its likely not going to make it
CIVIL WAR
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Crypto Mumbles
pump's fee model is inefficient but its lindy and consistent in performance, heaven's fee model is efficient but new to the market
i know i've said launchpads have no moats before and i still kinda stand by it
but recent times have shown that the above stated is starting to act like a moat, esp given how pump reclaimed dominance decisively from bonkfun
maybe its in the lindy-ness or deep liquidity (in form of crime) i don't know
for heaven, it would be the fee model, AMM, and possibly the culture of the community shaped by peace
but recent times have shown that the above stated is starting to act like a moat, esp given how pump reclaimed dominance decisively from bonkfun
maybe its in the lindy-ness or deep liquidity (in form of crime) i don't know
for heaven, it would be the fee model, AMM, and possibly the culture of the community shaped by peace
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i think a lot of my heaven conviction comes from it being overlooked as an AMM as well
most are looking at it as just a launchpad, but in fact the launchpad is simply a wrapper on top of the AMM which will be developed into further products (mentioned many times by peace that launchpad is just product 1)
it is likely that eventually value accrual from all products go back into light's flywheel and the catalysts ahead for heaven far outweighs the downside risk (to me)
one of those situations where i'm okay to take the downside
however, as i've mentioned before, heaven's biggest threat is time: https://x.com/dpycm/status/1957777518280466839
none of these will matter if 1) bullmarket ends, 2) sol doesn't have an onchain mania before (1)
most are looking at it as just a launchpad, but in fact the launchpad is simply a wrapper on top of the AMM which will be developed into further products (mentioned many times by peace that launchpad is just product 1)
it is likely that eventually value accrual from all products go back into light's flywheel and the catalysts ahead for heaven far outweighs the downside risk (to me)
one of those situations where i'm okay to take the downside
however, as i've mentioned before, heaven's biggest threat is time: https://x.com/dpycm/status/1957777518280466839
none of these will matter if 1) bullmarket ends, 2) sol doesn't have an onchain mania before (1)
X (formerly Twitter)
dpycm (@dpycm) on X
heaven's biggest threat is time
as we're closing in on the final innings of the bullmarket, the team is expected to ship quickly and sharply to capture demand in time
as we're closing in on the final innings of the bullmarket, the team is expected to ship quickly and sharply to capture demand in time
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anyw, my port is majority in great allocations on the evm side and light's allocation is a reflection of the current risk im willing to take on the sol side until things improve
we do a little risk management and place some high risk bets as well
we do a little risk management and place some high risk bets as well
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