Angel Investor / Esteemed bagholder / @regencalendar CFO / Uncircumcised retard with a dream
Trier, Germany
Joined November 2017
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🅱️arl.eth (schizoid permabull) retweeted
Credit Pool is live: creditpool.fun
Wrap your Credits into SCORE (exactly 1 SCORE per Credit Score point), pool SCORE with ETH, and earn $POOL.
Built for one job: making Credits easy to hold, trade and carry into the real token. 🧵
i designed a protocol around @jackbutcher credits/statments but im not sure I want to launch it and commit to managing for a month
jack said he acquired 1% (I assume of score, not NFT count) for the CCA. This 1% will actually need to be split across CCA and post-auction liquidity.
The protocol i designed could actually be a net positive for credits as the protocol liquidity would be migrated into the *actual* token on the 20th after the CCA goes live.
Its a 2 token protocol, one which takes your credits or statements, wraps into score (1:1 with real token) and then LPs it. Theres a bootstrap phase akin to a presale where your NFTs/ETH for boostrapping liquidity would be locked until some future date.
After bootstrapping liquidity, bootstrappers would get some % of protocol token supply
At this point anyone else could get protocol token emissions by adding more score/eth LP with or without a lock
some trading fees from the score/eth pool would go into buybacks of the protocol token
the protocol, if it got traction, would also own a huge chunk of the real token's liquidity once it goes live and likely earn lots of trading fees
Anyways I'm not sure if i want to commit the time to running and managing this right now but if people are hyped about this maybe i will, or could hand it off to someone
Site and contracts are ready, needs some finishing touches on bootstrap and liquidity migration but otherwise is good to go
RH chain RWA/stock token angle is what actually has a shot at reviving crypto, doesn’t need to onboard humans anymore either
Memecoins are played out for the most part and had their nft moment, imo best for RH to distance themselves from them, ct just has Stockholm syndrome
it's called advertising
ads have been the only way to monetize attention as long as media has existed, whether or not an on chain ad agency is viable is a separate discussion
finding an alternative would be a civilization changing paradigm shift (unlikely to come from CT)
not doing simple napkin math on memory stocks ~6 months ago was a very costly mistake
micron's annualized net income based on yesterdays earnings is on par with apple but they trade at about 1/3 the mcap
not much more needs to be said
Also reminder you as a chud goyim retail trader have less edge trying to play any stock on earnings than you do betting on how many points your favorite sportsball player will score in a game
The market reaction to earnings is fairly unpredictable especially for growth stocks, a triple beat can still have the stock go down 20% the next day
Ignore earnings
Reminder
think $MU beats on ER makes a fresh new all time high & then thats the memory top for a couple months
mag7 has already been notably weak and down off the highs, memory & semis have been carrying the market
was wrong on SpaceX strength until first major unlocks which is another sign of retail buyer exhaustion in market imo, will cut this on sustained weakness below open price at $150
capex concerns become materially more important if open source models continue to compete w/ closed source at much lower cost as we've seen this narrative accelerate over past couple months & this has not become a mainstream view yet + need to research CXMT
concerns w/ rates & inflation are real, believe bessent's comments today convey their concern w fed not cutting rates, believe that warsh removed forward guidance so that they can respond to activity in the markets & not try to calm markets ahead of time which means its likely that they will reverse course once its apparent inflationary shocks from hormuz were temporary especially if we have market weakness at the same time, gives good window from now to end of july when next fed meeting is for markets to cool off as theyve been straight vertical since end of march
crypto has been the sad kid in the corner for past two years, but believe it is in great position now with a few tailwinds that also align with ones that would make the stock market weaker, if open source ai & decentralized inference becomes a popular narrative then solana is one of the best trades to take over the next 12 months that can benefit from startups building & tokenizing products around this narra, it is the only L1 performant & cheap enough to host various applications from all different market sectors, & has consistently proven its ability to fundamentally improve underlying infra while attracting talented builders, current concerns around monetary policy & token demand vs supply are being discussed fervently with simds 123/553/550 it is much harder to build a performant chain with retail interest than it is to change monetary policy around token, if the high capex costs US tech companies are spending turn out to not be as efficient then the money from ppl taking profits there will look elsewhere & crypto gains momentum fast off the bottom currently down ~80%, last cycle sol did well mostly as a memecoin chain and clipped previous all time highs of 2021, now there is focus on perps with jtx/phoenix/bulk, focus on tcgs & breakout success with cards, focus on privacy with arcium, & two dominant tokenization platforms with heavy incentives to support protocols that arent just memecoins with metadao & pumpfun, believe sentiment around onchain apps & tokenization is at peak bottom sentiment & that there are existing protocols onchain which will do very well once sentiment flips on crypto again, & we've seen this year with hype's performance that other L1s are not dependent on btc to do well, believe sol will be an outperformer and it will catch a lot off guard in early part of trend
for bitcoin saylor & microstrategy concerns are real but theyve shown they are willing to dilute mstr holders to continue buying btc & shore up cash to pay preferreds, long btc/mstr pair seems like a good trade, but bitcoin is at very important level with 2021 previous all time highs & 200W moving average, 60k holding will mstr breaking support would be good sign for long term bottom being in
hype has been weaker on LTFs since last week, lots of narra around its strength has been from tradfi eyes & think they are more valuation sensitive than crypto traders, revenues have been mostly flat even with hip3 success & may see more consolidation until those improve meaningfully into rerating higher
overall think pump today then selloff after into beginning of Q3, think you get another chance to bid 60k btc & $60 on solana and thats the bear market low, frontrunning ppl waiting for 40ks & 40s
if you're using robostrategy to position yourself for a 10-100x over the next... three to five fucking YEARS, then yeah the current 5x NAV actually becomes a big issue
apptronik and figure ai each make up 25% of the fund and are quite liquid on any of the major private markets (hiive, forge etc). you can buy them at 10-20% over the last round valuation after fees roughly.
as an easy access liquid speculation tool robostrategy is solid and i support the vision but the way some people are shilling it is retarded
access to pre-ipo companies and liquidity on the secondary markets is only gonna keep growing over time as well
imo ppl are jumping the gun way too quickly on robotics mainly because they're extrapolating out from AI rates of improvement... manufacturing a useful general purpose humanoid robot at scale is borderline impossible at the moment even if you ignore the economics and societal/psychological hurdles to achieving the vision
that being said, most profitable period of time to invest in the sector would be before any realities are actually faced
the promise of infinite zero cost labor will definitely drive a giga bubble but suggesting that holding a 1 month old fund at 400% nav for half a decade is the best way to do it is irresponsible at best
also there are probably dozens of companies in the supply chain you can pick up at fair value that will have 10x+ upside with a fraction of the downside risk over the next few years
The way every ct influencer max shilled Zcash at the top (yet again) and not at any point in the 5 years it spent <100 or during the 80% retrace off the recent rally is telling
Useless people in general, countersignals at best
Can’t believe everyone on CT has an edge on the CBRS ipo and will ape on open with size to make a free 50%
At this point I’m pressing the red button to kill the blue button pushers
Nonstop grinding for the entire decade, no grifts, no seed rounds, no VC’s, no KOL’s, just two bros grinding out a passion project who held themselves to exceptionally high technical and artistic standards the whole time
Truly a one of a kind team behind @SuperTrip64
SuperTripLand has been added to CrazyGames 👾
CrazyGames is the largest web game distribution platform in the world. It’s basically Steam, but for web browser games. 35M unique players, 50M hours of gameplay every month.
This is a massive new audience of casual players who will be joining the game.
Onwards and upwards 🍄🐸🌞
