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Rory Murray

12 Feb, 5 tweets, 2 min read

imho the single most **fundamentally** undervalued protocol in the market right now not named BTC or ETH (and arguably even including them) is $LINK. I'm an enormous $AAVE bull but that's still a growth, operating, and development story hence my use of the term fundamental.

The more I go down the DeFi rabbit hole (this fundamentally includes #bitcoin btw) the more apparent to me just how integral Chainlink is to the ecosystems developing now and in the future.

Security, redundance, bridging, and VRF (verifiable randomness) are key to building DeFi.

$LINK is far beyond an Ethereum story and while I love ETH I'm an ecosystem of ecosystems believer and my thesis is $LINK will be the first truly cross-chain behemoth. It also de-risks it, as no matter where we're going, we need $LINK.

Why do I say fundamental? Well I rode $UNI because I thought it was comped wrong to Coinbase and I think it's closer now. To me $LINK should be comped to the total nature of value secured on L1's (how exactly I'm not sure) but as of right now I know that it isn't

@ChainLinkGod

It should hands down be a top 3 protocol and I believe eventually will. I'm no @ChainLinkGod so I'm not as deep in the weeds, knowledgeable etc. but I see where the puck is going and I'm skating hard.

For an excellent comprehensive review check this out:

smartcontentpublication.medium.com/completing-the…

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More from @therorymurray

Rory Murray

@therorymurray

11 Feb

I think there's two ways to try and wrangle a mental model around just what in the heck is going on right now.

See lots of "craziness/never seen anything like this before in my life/top signals everywhere but also who knows" which I think is FAIR and even CORRECT but prob WRONG.

The other side of it is I've also been sitting in markets for awhile and I've seen this sht everywhere. It's just been contained to pockets.

We have now fully transitioned to the On-Chain Mimetic Economy. To some degree we were always there, but we've crossed an event horizon.

Back in the day, you needed j*urnalists to go out to un-networked pockets of the world, find things happening, and bring that information 'on-chain' (into a newspaper) to network it back into our collective consciousness.

Read 10 tweets

Rory Murray

@therorymurray

5 Feb

While I am an unabashed bull, going for the jugular on what I think is a career trade in the making, this is the internet so I have to put my Old Man hat on here for a second and add a little clarity and context.

If your plays have been working the past couple weeks, you're probably finding yourself in a bit of a mania. Faster heart rate, sweaty/tingling palms, sht, you feel it in your GROIN. Seriously.

You're talking faster, thinking faster, pacing. Starting to think "I'm gonna make it"

I hope you do. And I think you are. But now is the time to lean AGAINST those feelings and emotions. It's the time to meditate, to remove yourself from your body metacognitively. Examine yourself and your behavior. Are you truly holding things you believe in?

Read 9 tweets

Rory Murray

@therorymurray

18 Dec 20

I'm gonna let you in on a little secret that few still understand fully:

The 'analysis' that Wall Street produces used to be a revenue generator, but now it's a cost center. That means it's treated as a loss leader and categorized as marketing. It's not meant to be correct.

Back in the day, the bulge brackets would hire hundreds of new analysts every year. Those analysts would primarily fetch coffee and lunch for a few years, but they had a real career path. Stick around and they could run a desk or a research operation, and make millions.

On the other side were lots of small operations. Most hedge funds and asset managers were small teams, and couldn't afford to send a team out to Taiwan to do things like supply checks. So the banks had their analyst army handle it, and that brought in business.

Read 9 tweets

Rory Murray

@therorymurray

2 Jul 20

THE WOLF VS THE SPARTAN

The strategy side of business and life that everyone is doing but is too scared to talk about.

This is likely to gin up a few unfollows, so let’s get started, shall we?

I’m a big believer in conflict. I love it. Rather than avoid conflict, the most personal growth I’ve gone through has come from leaning into conflict wholeheartedly. But all conflict IS not created equal. The right type of conflict builds empires, and the wrong type topples them.

THE WOLF

There is a popular trope of the Lone Wolf. And while true, the real power of wolf society imparts from tight-knit, tribal behavior and cooperative hunting techniques. But wolves fight, specifically over who will be the Alpha. How they fight however is what’s important.

Read 21 tweets

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