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After speaking with some of the smartest minds and biggest players in the industry, one thing’s become pretty clear:
No one really cares about infrastructure anymore.
The spotlight has shifted to the application layer, the consumer-facing stuff, the actual use-cases. That’s where the real excitement is now.
Layer 1s that are stuck mid-curving this - obsessing over tech and ignoring everything else - are in trouble. The winners will be the ones doubling down on business development, marketing, and actively helping their builders with distribution.
Expect a wave of much more exciting use-cases over the coming years, the kind that could bring in a massive amount of new users.
Honestly, I wouldn’t be surprised if we start seeing apps valued in the tens of billions (or more), while L1 tokens slowly lose market share and fade into irrelevance.
Exciting times ahead, just don’t midcurve it.
No one really cares about infrastructure anymore.
The spotlight has shifted to the application layer, the consumer-facing stuff, the actual use-cases. That’s where the real excitement is now.
Layer 1s that are stuck mid-curving this - obsessing over tech and ignoring everything else - are in trouble. The winners will be the ones doubling down on business development, marketing, and actively helping their builders with distribution.
Expect a wave of much more exciting use-cases over the coming years, the kind that could bring in a massive amount of new users.
Honestly, I wouldn’t be surprised if we start seeing apps valued in the tens of billions (or more), while L1 tokens slowly lose market share and fade into irrelevance.
Exciting times ahead, just don’t midcurve it.
Bullish on anything people actually want to use and are willing to pay for, with or without incentives or airdrops.
Plus founders who treat the token as on-chain equity, committing 100% of ownership to it.
Leave me alone with overengineered tokenomics, bullshit airdrop campaigns, or pseudo-fancy narratives.
It’s really that simple.
Plus founders who treat the token as on-chain equity, committing 100% of ownership to it.
Leave me alone with overengineered tokenomics, bullshit airdrop campaigns, or pseudo-fancy narratives.
It’s really that simple.
Měl jsem dlouhou konverzaci s @kaiynne včera o budoucnosti Infinex.
Dobré zprávy: Jsem více optimistický než kdy jindy. Tým je laserově zaměřený a rychle dodává - v pipeline je spousta věcí, které by skutečně mohly změnit, jak interagujeme na řetězci. CEXy a boomer peněženky jsou hotové.
Špatné zprávy: Bojuji s touhou koupit více Patronů, i když už jsem masivně přeexponovaný.
Pravděpodobně tu bitvu prohraji.
Budoucnost na řetězci vypadá tady dobře.
Dobré zprávy: Jsem více optimistický než kdy jindy. Tým je laserově zaměřený a rychle dodává - v pipeline je spousta věcí, které by skutečně mohly změnit, jak interagujeme na řetězci. CEXy a boomer peněženky jsou hotové.
Špatné zprávy: Bojuji s touhou koupit více Patronů, i když už jsem masivně přeexponovaný.
Pravděpodobně tu bitvu prohraji.
Budoucnost na řetězci vypadá tady dobře.
gm to absolutely everyone except those who still don’t realize how insanely bullish this market setup is.
Fundamentals are stronger than ever. Smart money and big institutions have more FOMO than we’ve ever seen. Macro is lining up perfectly.
The market shrugs off bad news no matter how bad it is. Even when we dip, it gets absorbed instantly.
We’re on the edge of a breakout - could happen literally any day now - and when it does, it’s going to rip.
My early condolences to those who don’t see it and are going to be stuck on the sidelines.
Fundamentals are stronger than ever. Smart money and big institutions have more FOMO than we’ve ever seen. Macro is lining up perfectly.
The market shrugs off bad news no matter how bad it is. Even when we dip, it gets absorbed instantly.
We’re on the edge of a breakout - could happen literally any day now - and when it does, it’s going to rip.
My early condolences to those who don’t see it and are going to be stuck on the sidelines.
Don’t want to sound like a boomer, but Coinbase is looking absolutely gorgeous right now.
If $COIN closes the week above $340, it’s entering price discovery for the first time since IPO - after more than 4 years.
Then there’s literally nothing stopping it from making a run at $1000.
$CRCL single-handedly kicked off TradFi’s crypto FOMO.
Coming for your favorite alts next.
If $COIN closes the week above $340, it’s entering price discovery for the first time since IPO - after more than 4 years.
Then there’s literally nothing stopping it from making a run at $1000.
$CRCL single-handedly kicked off TradFi’s crypto FOMO.
Coming for your favorite alts next.
People can think about @Uniswap whatever they want, but one thing is for sure:
They have hands down one of the greatest brands and presences in the industry.
Also had a great chat with @nikokampouris, can confirm he’s a chad irl too.
Shall I open the pack or no?
They have hands down one of the greatest brands and presences in the industry.
Also had a great chat with @nikokampouris, can confirm he’s a chad irl too.
Shall I open the pack or no?
Biggest takeaway from @Permissionless so far:
The institutionals are insanely bullish. Like, all of them.
We’re seeing obvious use cases - like stablecoins - finally getting TradFi excited. But beyond that, there are so many other verticals the biggest players in the world are actively exploring and trying to get involved in.
Some are even looking into bringing IPOs on-chain.
I don’t know exactly when it’ll all hit, but it’s only a matter of time before the entire world - and the bulk of the economy - moves on-chain.
Seriously, how can anyone with a rational mind be bearish on crypto long-term right now?
The institutionals are insanely bullish. Like, all of them.
We’re seeing obvious use cases - like stablecoins - finally getting TradFi excited. But beyond that, there are so many other verticals the biggest players in the world are actively exploring and trying to get involved in.
Some are even looking into bringing IPOs on-chain.
I don’t know exactly when it’ll all hit, but it’s only a matter of time before the entire world - and the bulk of the economy - moves on-chain.
Seriously, how can anyone with a rational mind be bearish on crypto long-term right now?
Infinex Connect je živý.
https://infinex.xyz/connect
Malý krok pro @kaiynne, obrovský krok pro průmysl on-chain.
RIP Phantom & Metamask.
https://infinex.xyz/connect
Malý krok pro @kaiynne, obrovský krok pro průmysl on-chain.
RIP Phantom & Metamask.
gm naprosto všem kromě těch, kteří nejsou na Permissionless a přicházejí tak o veškerý alpha.
Jak peaq, tak Infinex dnes vystupují na pódiu, každý s speciálními oznámeními připravenými pro peaqonauty a Patrony.
Také si sednu s oběma týmy, co bych se jich měl zeptat?
Jak peaq, tak Infinex dnes vystupují na pódiu, každý s speciálními oznámeními připravenými pro peaqonauty a Patrony.
Také si sednu s oběma týmy, co bych se jich měl zeptat?
Wild to see @MagicNewton distribute over $5M in $NEWT to the Kaito ecosystem today.
TVD about to break 9-digits while yappers and $KAITO stakers keep printing, with more high-quality projects like @peaq, @turtleclubhouse, @CreatorBid joining the leaderboard wars at accelerating speed.
InfoFi summer is just getting started - and @Punk9277 hasn’t even dropped the heavy hitters in the pipeline yet.
Great times ahead for anyone creating real content about real projects.
TVD about to break 9-digits while yappers and $KAITO stakers keep printing, with more high-quality projects like @peaq, @turtleclubhouse, @CreatorBid joining the leaderboard wars at accelerating speed.
InfoFi summer is just getting started - and @Punk9277 hasn’t even dropped the heavy hitters in the pipeline yet.
Great times ahead for anyone creating real content about real projects.
Dnes jsem měl dlouhou konverzaci se zakladateli @peaq.
Přichází mnohem více, než jsem očekával. Nejen vzrušující novinky v plánu, ale také některé skutečně nové použitelnosti, které tento prostor dosud opravdu neviděl.
Co je také zajímavé: někteří vážní hráči v USA začínají věnovat pozornost a aktivně se tím zabývají.
Povědomí o DePIN a $PEAQ v USA se překvapivě rychle a dobře rozrůstá.
$300M FDV je vtip.
Přichází mnohem více, než jsem očekával. Nejen vzrušující novinky v plánu, ale také některé skutečně nové použitelnosti, které tento prostor dosud opravdu neviděl.
Co je také zajímavé: někteří vážní hráči v USA začínají věnovat pozornost a aktivně se tím zabývají.
Povědomí o DePIN a $PEAQ v USA se překvapivě rychle a dobře rozrůstá.
$300M FDV je vtip.
První tranche @xmaquinaDAO se vyprodala za 5 minut.
Druhá tranche je již téměř z 50 % zaplněna.
Úžasné vidět, jak se zvyšuje zájem o získání expozice vůči nejžhavějším robotickým společnostem na světě - jako jsou Figure, Apptronik a Neura Robotics - které jsou obvykle přístupné pouze největším a nejprestižnějším investorům.
Nyní vše tokenizováno na blockchainu a indexováno prostřednictvím $DEUS.
To je krása Web3.
Druhá tranche je již téměř z 50 % zaplněna.
Úžasné vidět, jak se zvyšuje zájem o získání expozice vůči nejžhavějším robotickým společnostem na světě - jako jsou Figure, Apptronik a Neura Robotics - které jsou obvykle přístupné pouze největším a nejprestižnějším investorům.
Nyní vše tokenizováno na blockchainu a indexováno prostřednictvím $DEUS.
To je krása Web3.
gm to absolutely everyone who didn’t get shaken out during WWIII yesterday.
Bottom is in, bull market is back on.
Up only from here.
Enjoy.
Bottom is in, bull market is back on.
Up only from here.
Enjoy.
Got invited by the @vaneck_us team today to talk all things crypto.
Was genuinely impressed by how Web3-native their understanding of the space is. Honestly, them rocking a Pudgy Penguin feels more than authentic now.
No doubt their conviction and grasp of crypto will put them ahead of most traditional asset managers.
To any boomers reading this, buy VanEck ETFs from now on, they’re the best.
Was genuinely impressed by how Web3-native their understanding of the space is. Honestly, them rocking a Pudgy Penguin feels more than authentic now.
No doubt their conviction and grasp of crypto will put them ahead of most traditional asset managers.
To any boomers reading this, buy VanEck ETFs from now on, they’re the best.
Alright guys, who’s building Palantir and Anduril on-chain and tokenizing it?
Asking for a friend
Asking for a friend
Vtipné, jak můžete koupit $ETH při tržní kapitalizaci 275 miliard dolarů, než se stane mnohamiliardovým aktivem - a lidé si stále stěžují.
Vyhrávat prostě není pro každého, myslím.
Vyhrávat prostě není pro každého, myslím.
What do all these tweets have in common?
1) Some of the biggest chads & most respected institutions in the space: @santiagoroel, @mdudas, @Shaughnessy119, @MessariCrypto
2) All of them are bullish on DePIN.
And I’m right there with them, even though I agree with @Melt_Dem: 9 out of 10 DePINs still have broken tokenomics.
But the thing is, that’s the easiest problem to fix.
What can’t be easily replicated is the powerful, bootstrapped real-world networks DePIN has already created - networks with the potential to disrupt entire industries.
I’m calling it now: DePIN Season 2.0 is right ahead of us.
This time with upgraded tokenomics and real founder commitment to value accrual.
Make it on-chain equity. Commit to distributed ownership.
Then nothing can stop this train.
DePIN is the frontier.
1) Some of the biggest chads & most respected institutions in the space: @santiagoroel, @mdudas, @Shaughnessy119, @MessariCrypto
2) All of them are bullish on DePIN.
And I’m right there with them, even though I agree with @Melt_Dem: 9 out of 10 DePINs still have broken tokenomics.
But the thing is, that’s the easiest problem to fix.
What can’t be easily replicated is the powerful, bootstrapped real-world networks DePIN has already created - networks with the potential to disrupt entire industries.
I’m calling it now: DePIN Season 2.0 is right ahead of us.
This time with upgraded tokenomics and real founder commitment to value accrual.
Make it on-chain equity. Commit to distributed ownership.
Then nothing can stop this train.
DePIN is the frontier.
There are two kinds of builders in crypto:
Those who build things that get replicated and those who build things that get dumped.
Replication is the highest form of validation.
Dumping is the loudest form of rejection.
In crypto, feedback is on-chain and brutally honest.
So stop trying to extract value with hype and a bullshit token.
Build something worth stealing.
Those who build things that get replicated and those who build things that get dumped.
Replication is the highest form of validation.
Dumping is the loudest form of rejection.
In crypto, feedback is on-chain and brutally honest.
So stop trying to extract value with hype and a bullshit token.
Build something worth stealing.
gm to absolutely everyone except the weak hands letting short-term volatility shake them out.
It’s literally day one for some of the most promising projects out there - the kind that could redefine the internet and the way we live.
Don’t let short-term fear get in the way of what might be the biggest opportunity of your life in the long run.
Zoom out. Think long-term. Show conviction.
It it’d be easy, anyone could do it.
It’s literally day one for some of the most promising projects out there - the kind that could redefine the internet and the way we live.
Don’t let short-term fear get in the way of what might be the biggest opportunity of your life in the long run.
Zoom out. Think long-term. Show conviction.
It it’d be easy, anyone could do it.
Moonrock Capital se příští týden vydává do New Yorku na @Permissionless!
Pokud jste v okolí - a budujete něco vzrušujícího, nebo jste zakladatel v rané fázi hledající podporu - neváhejte se na mě obrátit nebo na @cryptovlat.
Rádi se s vámi setkáme.
Těšíme se na jednu z nejlepších konferencí roku, v tom, co je pravděpodobně největším kryptoměnovým centrem na světě.
Pokud jste v okolí - a budujete něco vzrušujícího, nebo jste zakladatel v rané fázi hledající podporu - neváhejte se na mě obrátit nebo na @cryptovlat.
Rádi se s vámi setkáme.
Těšíme se na jednu z nejlepších konferencí roku, v tom, co je pravděpodobně největším kryptoměnovým centrem na světě.
Přihlaste se a prozkoumejte další obsah