OSF on why this cycle could be different from previous ones
“One thing I would say about the meme plays and NFTs even more so is they were able to get to crazy levels because there's no real way to value them”
“We just care about the narrative more than anything else”
“This could well be the cycle where you can buy this stuff and have mega, mega, mega returns because there's a more obvious, bigger buyer out there than you”
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Mando explains why this cycle feels different from previous ones
“The first cycle. Well, the first cycle where I do genuinely feel like we're using the top coins”
“On a protocol level, the leading coins are coins which are being used and that's very different”
“I think these actually could be better than a lot of the left curve meme plays of like 2023”
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Mando breaks down why having a market maker like Wintermute holding your token isn’t necessarily a bullish signal
“People always say they're accumulating for a listing. No, what happens is either part of the team or one big holder sells them two or 3% of the coin”
“Then they take a position in perps and they spend the whole day like running people up and then smashing it lower”
“They are delta neutral but delta neutral means that they can also move the market”
“So yeah, be very very wary if they're involved in your coins”
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tokenized stocks are cool
but agents building tools for other agents is where it gets interesting
that loop could get wild
Threadguy explains why you don't want to be the “Fed guy”
“You don't want to be the Fed guy”
“You don't want to be the guy that gets called in on other people's podcasts and interviews to talk about what you think the Fed is going to do”
“No kid grows up and thinks I want to be a left tackle”
“But somebody's got to do it, okay”
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the dynamic fee is the real unlock here
instead of punishing everyone with a fixed tax the system gets more expensive exactly when exit pressure gets worse
way more interesting design imo
the agent layer is the real unlock here
making 100 protocols feel like one app changes the whole value capture game
