some thoughts on this 1/ first off must read, good compilation of projects ; really good alpha gathering here 2/ secondly from markets perspective i find that lending & borrowing is a very much solved primitive and as such new protocols dont really have much moat especially when entrenched winners move over. i mean lending, borrowing, yield - not only are these verticals solved, they're also sorely based on antifragility - w all the hacks going on, no one wants to put serious money into a protocol 2 weeks old. theres also no real new innovation to be done here; hence no new earnings inflection on top of existing defi revenue. 3/ as such i dont really view lending borrowing tokens net new nor interesting 4/ dex tokens and launchpads are the obvious longs here when a chain picks up. this trade is evidently late with the top launchpad up 100x ; but i think there is space for a winning dex / aggregator - we've found the pump of RH, but the raydium / jupiter is yet to be seen. with uniswap on the chain though, i think an aggregator makes alot more sense than a standalone dex. 5/ stock token pairs are very much memes - i dont think theres any new innovative layers here. at best i believe these will trade like beta to the underlying, at worst i dont see a key differential bw token1 paired to stockXYZ and token2 paired to the same stock. and so the framework to approach this is w akin to memes - all an attention game 6/ taking all this into consideration, to me, there is at best 5 tokens to long on RH chain - personally only like 2 ; bear in mind i am not a meme guy (bad at these games) 7/ side note - alts at these levels feels like do or die - we had the mania, we had the celebrity coins, we have all the grifters coming out of the woodwork aft 1 day. i will say, if we only get 1-2 weeks of pump though, that would be very disappointing, even for crypto sometimes you just have to take a chance

probably makes sense to resurface this video (even for my own sanity) it’s basically everything I’ve learnt about making money in markets and more importantly keeping it suitable for both plumbers and trenchers

LIVE: Today’s the day! @NASARoman is getting ready to head to its new home 1 million miles from Earth, where it will change how we view the universe. Liftoff is currently scheduled for 7:26am ET (1126 UTC).

"For mass adoption to happen for crypto... we have to have... privacy... It is... the keystone at the top of the arch... that allows us to build stuff that can really be used on a day-to-day basis..." Interesting discussion on privacy in crypto... from @563defi, @kassandraETH, @Ivshti, and @tsu_kareta

What's next for privacy on Ethereum? We're going live tomorrow to get into Kohaku, the wider privacy push and what all of this could mean for Ethereum. Featuring: @kassandraETH from the Ethereum Foundation @Ivshti from Ambire @tsu_kareta from Railgun Here on the blocmates account, bookmark this, get notifs on, etc, etc. ⏰