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찌 G 跻 じ ( 𝙃𝙚𝙣𝙩𝙖𝙞, 𝙎𝙚𝙣𝙥𝙖𝙞 ) Profile picture
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4 Dec, 4 tweets, 1 min read
i thought leveraged perps on an L2 was gonna be a gamechanger? 🤔
these days, im feeling like the only way out for most defi tokens is to scam american tardfi funds that want to pretend to be crypto savvy to buy our defi bags by using tardfi fundamental analysis or something made up but legit sounding, like stock 2 flow
yes, we need to SCAM them
btw i think this shows how disconnected a token can be from the product

i interact with plenty of defi protocols, but it doesnt mean im automatically bullish on their tokens though

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찌 G 跻 じ ( 𝙃𝙚𝙣𝙩𝙖𝙞, 𝙎𝙚𝙣𝙥𝙖𝙞 ) Profile picture

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More from @DegenSpartan

찌 G 跻 じ ( 𝙃𝙚𝙣𝙩𝙖𝙞, 𝙎𝙚𝙣𝙥𝙖𝙞 ) Profile picture
5 Dec
my thonks

pros:
- does what its supposed to do
- clear leader in its segment
- segment will grow

cons:
- the circ supply / FDV (unlock soon)
- actually makes money so no hopium premium
- valueless governance token (until proven otherwise)
i actually like the business model of LDO but im too stupid to know if the unlock is a bullish unlock or a bearish unlock
idk if im understanding things right (im retarded), but it looks to me like circ supply is gonna go from like ~6% to 63% over the next year (everything except the DAO treasury)
Read 4 tweets
찌 G 跻 じ ( 𝙃𝙚𝙣𝙩𝙖𝙞, 𝙎𝙚𝙣𝙥𝙖𝙞 ) Profile picture
4 Dec
wow 1 YFI = 5.8 ETH now
tokyo soon
whats amazing is that YFI price in ETH now

is about the same as the first 5 days when it launched
Read 4 tweets
찌 G 跻 じ ( 𝙃𝙚𝙣𝙩𝙖𝙞, 𝙎𝙚𝙣𝙥𝙖𝙞 ) Profile picture
3 Dec
NFT blue chip Image
you wouldnt buy a bored ape, would you Image
>starts a war

gonna be interesting to see what happens to the "historical significance" premium WHEN (not if) apes flip punks

it'll be just like eth flipping btc - inevitable
Read 9 tweets
찌 G 跻 じ ( 𝙃𝙚𝙣𝙩𝙖𝙞, 𝙎𝙚𝙣𝙥𝙖𝙞 ) Profile picture
1 Dec
an interesting anecdote was that around the 2017 peak, retail nobodies were syndicating themselves and pooling capital to form (illegal) pseudo-funds to gain access into the earlier rounds (with the cheaper pricing) before the public ICO round
would the prey of the last patch meta be the same prey as this patch, with the marketcaps and participants larger by magnitudes? 🤔

why waste time fishing for retail plebs when you can go one grade higher, one tier higher, and catch the bigger fish?
tbh, this is like one of the biggest bearish signs ive seen

but these sort of things are not trigger perfect for timing

ideally with history as a guide, this means extreme parabolic price movements and retail participation over the next few months

will meditate more on this
Read 5 tweets
찌 G 跻 じ ( 𝙃𝙚𝙣𝙩𝙖𝙞, 𝙎𝙚𝙣𝙥𝙖𝙞 ) Profile picture
1 Dec
in steam, there's an hours played counter

a few years ago i had a horrible realization that my hours clocked was seriously unhealthy and it all suddenly felt inconsequential

i decided to be more productive and divert those hours into more sleep, exercise and ofc studying crypto
while games can be quite educational and instructive as systems to learn about human interactions, economics, strategies (and culture) etc etc

those are mostly learnt in the initial phases of play, and "value" in terms of knowledge (and imo, enjoyment) drops off hard after that
opinion:

gaming is ofc fun and can teach you things quickly

but excessive hours into the same game probably does not bring much more benefit to your life, better to rotate out of it and into other things with better value per hour invested imo

unless u a pro gamer, of course
Read 4 tweets
찌 G 跻 じ ( 𝙃𝙚𝙣𝙩𝙖𝙞, 𝙎𝙚𝙣𝙥𝙖𝙞 ) Profile picture
30 Nov
nobody knows
so i have to tell them Image
on the NFT front, i've
- got a larger gallery
- bought more pieces
- gave some artists a few tips
- introduced more collectors to this new form of enjoyinggg

i will work on making more money to fund this hobby while also looking out for pieces that i like to add to my collection
i was gonna write out pointers to be an enjoyooor but on 2nd thought, thats rather silly- it should be very intuitive

simply just buy pieces you like

i think its optional to also admire the artist and their other works, but by doing so, that can add more depth to your enjoyment
Read 4 tweets

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