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lesabre
@lesabrefomo
shooters shoot
392 Following    8.1K Followers
Bid novelty Crypto is pretty simple. You could have just one framework for how to invest and it could be whether something was novel or not Net new ideas in crypto always perform the best because there are no 1:1 comps. So there are no ceilings Obviously the idea also has to be coupled with some traction. But novel + traction = insta bid
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123 jobs completed by the $IMD swarm in last 24 9 more running right now A network of 1,000 agents with work being built, audited and delivered Pretty cool watching this happen in real time
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super interesting token sink for solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp I think this could scale a lot more than people might think. Following this closely as it rolls out to the public
Alpha!! My understanding of this is that it improves your pull odds on the gacha. A win for the users and a win for token holders as it functions as another token sink. Just wait till this features gets rolled out to the masses.
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update: almost $1k of free tokens now between my two IMD nodes mostly due to the INFER launch. Expecting many more
seeing some tokens start to launch now! up to over $200 in free tokens so far
I think people are incorrectly comparing this to the quantum fears we had a few months ago and thinking that this will pass the same way maybe but I think this has more teeth than that. I hope im wrong but hope isnt a strategy manage your risk or the market will manage it for you
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my thoughts on the ECDSA breaking situation that I shared with a friend after I sent this i pushed my cash position up to 50% and I think this is a decent place to sit while the dust settles I usually try not to make drastic decisions but this honestly feels like it is a big deal. prob one of the worst scenarios you could dream of for crypto as a whole and now there is a non zero chance it happens but more importantly this is now a known risk by the market that isnt going away
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my thoughts on the ECDSA breaking situation that I shared with a friend after I sent this i pushed my cash position up to 50% and I think this is a decent place to sit while the dust settles I usually try not to make drastic decisions but this honestly feels like it is a big deal. prob one of the worst scenarios you could dream of for crypto as a whole and now there is a non zero chance it happens but more importantly this is now a known risk by the market that isnt going away
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the most important rule in crypto: it's not about how much you make, it's about how much you keep one mental model I like to use is your portfolio low in the next bear market should be higher than the previous bear market. This is how you compound your portfolio each cycle your portfolio low should continue to rise. If it isnt then you have serious leakage somewhere in your trading.
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$imd is a net new primitive that is juuuust starting to scratch the surface on what's possible the design space is bigger than probably anything ive seen in crypto in a long time
would imagine that 75%+ of 8/9 fig runners onchain utilize the pepe swarm in some manner or another and most won't even realize to start with
the entire collectables space will come onchain because it is a 10x user experience you are already seeing signs of this, but ripmart is going to be the coming out party long form article on this hopefully coming soon You are not bullish enough solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp, I can promise you that
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seeing some tokens start to launch now! up to over $200 in free tokens so far
I think people are sleeping on how lucrative $imd nft seats will be it's not even about the imd earned, its about the allocation to all of the tokens launched via the launchpad every launch pays 10% of its supply to contributors: 2% to the nodes that built and reviewed it. 8% split equally across every node that did any work in the prior 12 hours I have participated in 140 launches so far (randomly assigned) if each one of these launches traded at an average mcap of $100k I would have earned close to $34k so far imagine if you were able to get a small % of every single pump fun launch? that is what holding an imd nft seat and participating in the network gets you moon math gets kinda crazy so I will hold off for now
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I think people are sleeping on how lucrative $imd nft seats will be it's not even about the imd earned, its about the allocation to all of the tokens launched via the launchpad every launch pays 10% of its supply to contributors: 2% to the nodes that built and reviewed it. 8% split equally across every node that did any work in the prior 12 hours I have participated in 140 launches so far (randomly assigned) if each one of these launches traded at an average mcap of $100k I would have earned close to $34k so far imagine if you were able to get a small % of every single pump fun launch? that is what holding an imd nft seat and participating in the network gets you moon math gets kinda crazy so I will hold off for now
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$IMD is: v4 hooks ai launchpad agents oracles staking buybacks nfts .. and more take every bullish meta in crypto and combine it into one project crazy part is it does these things in an intentional manner and isnt just a sales pitch with no substance
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@topfumbler @rbthreek @GrailCo grail? no of course not and im sure at some point some other platform will try to copy grail but then you have to deal with them being the first mover and that matters for this sort of thing
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Yep Very similar to how zec sat dormant for years and eventually exploded once the time/narrative was right is exactly what’s going to play out with tao
bittensor:native will have a Zec like run, just a matter of time
Couldn’t agree more This is what we play for boys
crypto is going through its venture --> liquid transition as an investible asset class. most infra has been built, most chains we need exist. there is less of a need for massive vc rounds for infra slop and most funding is now focused on the app layer. this layer needs less vc capital in general and is suited for smaller funds and angels. mega-vc's no longer needed or desired. crypto vcs starting to diversify into other asset classes is a healthy and natural consequence of this. there are other industries that are only venture investable at this stage, where as crypto is no longer this way. we are slowly unfucking the tokens and moving towards a much healthier liquid market. high fdvs have been sent to hades, investor skepticism around non-rev protocols has only gotten louder and more detrimental to those tokens, and real, sustainable revenue generating protocols are emerging and being rewarded. it's an exciting time to be a liquid crypto investor. crypto is still the best technology in the world to move and trade assets and the next few years will solidify this. everything is coming onchain. strap in, buckle up, hold onto your butts, lock the fuck in. we're making crypto cool again.
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I think people should pay attention to what @GrailCo is doing still early but I think they are onto something with the creator RWAs. The sports card stuff is cool, but the creator angle is an emerging market they are pioneering. Crypto is at it's best when it creates net new markets. these are basically memecoins for these creators but backed by tokenized collectibles that give the token a floor value I can see a world where these end up being the default memecoin for these creators
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What are creator RWAs? We tokenize PSA 10 cards and game worn jerseys of the biggest creators on the internet to enable global access and liquidity These markets are still tiny and just starting to form We the market indeed
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even the most tapped in CT people have no clue what's happening within the bittensor ecosystem kinda surreal spot to be where you now just have to wait for the crowd to catch up to what you already know
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my vision was blurry and now i see clear you wouldn't believe what I made in a year
this is the $FWA bull case btw everything until this happens is just working out the kinks and fine tuning the machine you dont build a better launchpad by tweaking a few minor things. Instead you completely rethink what a token launch even looks like and build something 10x better It's the only way to compete
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1/ What is ETH's pumpfun? Why not FWA. Watching the fwairpfp launch from @token_works sell out has me thinking the machine that launched NFTs could be ETH's version of pumpfun too. Back to graduate, spin to distribute, and a dead coin hands you 90 cents back instead of zero.
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Straight facts
gambling on new pairs isn't locking in, its being lazy and offloading the cognitive burden. its harder to find real conviction than it is to rip a lottery ticket. if someone said they were going to lock in as they sports bet/traded options you'd look at them the same way a small port has less market impact, more nimble, many more advantages than a large port. the concept of "not enough size" is relative framing vs CT that is poisoning ppls process and returns
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