Crypto Mumbles
nice objective piece by a lifelong collector and crypto native on why TCG meta might/might not work https://fxtwitter.com/simplepeanut3/status/1963196243020300478
i think after reading this, the main trade is the repricing and giving crypto natives some form of exposure to the tcg market
this tcg meta will mostly be crypto native led, not real tcg collectors/users
not much of a moat on being onchain v web2/irl (for real collectors) because having the physical aspects matters a lot + there are already popular web2 vault options
markets can be more irrational than expected ofc, so there is always still upside as speculators fomo in for tcg exposure
but importantly it will be crypto native led for onchain stuff
we are the saylor/tom lee that the tcg community has been waiting for
gl
this tcg meta will mostly be crypto native led, not real tcg collectors/users
not much of a moat on being onchain v web2/irl (for real collectors) because having the physical aspects matters a lot + there are already popular web2 vault options
markets can be more irrational than expected ofc, so there is always still upside as speculators fomo in for tcg exposure
but importantly it will be crypto native led for onchain stuff
we are the saylor/tom lee that the tcg community has been waiting for
gl
its nice to get povs from actual collectors, instead of the usual crypto natives that sell you valuation dreams
but anyw this cycle its just the 21 of us in the same boxing ring as always
but anyw this cycle its just the 21 of us in the same boxing ring as always
Forwarded from Walter Bloomberg
DON’T FEAR SEPTEMBER OR RECORD HIGHS: UBS
The S&P 500 dipped 0.7% to start September, historically the weakest month for stocks. UBS noted the index has fallen in six of the past 10 Septembers, averaging a 2% decline. Still, the bank advises investors not to fear seasonal weakness or record highs.
UBS expects the S&P 500 to reach 6,800 by mid-2026, supported by:
1. Strong earnings momentum (81% beat Q2 estimates).
2. Anticipated Fed rate cuts of 100 bps over the next four meetings.
3. Long-term AI-driven growth, with global AI capex projected at $500B by 2026.
Since 1960, the S&P has delivered 12% returns on average in the year after an all-time high, and 38% over three years.
(@WalterBloomberg)
The S&P 500 dipped 0.7% to start September, historically the weakest month for stocks. UBS noted the index has fallen in six of the past 10 Septembers, averaging a 2% decline. Still, the bank advises investors not to fear seasonal weakness or record highs.
UBS expects the S&P 500 to reach 6,800 by mid-2026, supported by:
1. Strong earnings momentum (81% beat Q2 estimates).
2. Anticipated Fed rate cuts of 100 bps over the next four meetings.
3. Long-term AI-driven growth, with global AI capex projected at $500B by 2026.
Since 1960, the S&P has delivered 12% returns on average in the year after an all-time high, and 38% over three years.
(@WalterBloomberg)
why not lets just all launch tokens at this point
https://fxtwitter.com/IAmAboutToBust/status/1963190726906585570
https://fxtwitter.com/IAmAboutToBust/status/1963190726906585570
“living someone else’s dream but trapped in your own nightmare”
perspective and gratefulness
perspective and gratefulness
👍18
Forwarded from Ian's Intel
Mega Matrix (NYSE:MPU) files $2B shelf to fund stablecoin governance token strategy, with $ENA as a primary target. — Link
🔥1
Forwarded from Walter Bloomberg
NASDAQ STEPS UP SCRUTINY OF COMPANIES LOADING UP ON CRYPTO- THE INFORMATION
(@WalterBloomberg)
(@WalterBloomberg)
🔥1
Forwarded from Watcher Guru
JUST IN: Michael Saylor's 'Strategy' meets all criteria to be listed in the S&P 500, Bloomberg reports.
@WatcherGuru
@WatcherGuru
🔥3
Forwarded from Zoomer News
WORLD LIBERTY BLACKLISTS JUSTIN SUN'S ADDRESS, LOCKING 540M IN UNLOCKED TOKENS AND 2.4B IN LOCKED TOKENS AND SAY THEY BELIEVE AN EXCHANGE HAS BEEN USING USER TOKENS TO SELL AND PUSH DOWN THE PRICE: ONCHAIN
🔗 velo.xyz
🔗 velo.xyz
🤣9
its quite interesting to see how actual card collectors are rushing to dump and/or are not as excited about the whole tcg rwa onchain meta
vs
crypto natives that are incredibly bullish on tcg rwa
unique case of disparity between the supposed end user and token buyer
i think ultimately its who your target audience is
in this case, the current tcg wave feels more targeted toward crypto natives that want exposure or just a meta to bid, instead of actual card collectors
what this means is that tcg rwa can still go up from ct bidding, but will likely not have much real users
its the short term speculation that we're playing here and we will end up slapping on huge premiums because its onchain as with NFTs
vs
crypto natives that are incredibly bullish on tcg rwa
unique case of disparity between the supposed end user and token buyer
i think ultimately its who your target audience is
in this case, the current tcg wave feels more targeted toward crypto natives that want exposure or just a meta to bid, instead of actual card collectors
what this means is that tcg rwa can still go up from ct bidding, but will likely not have much real users
its the short term speculation that we're playing here and we will end up slapping on huge premiums because its onchain as with NFTs
🔥3