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Joined December 2021
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the $rune thesis is thorchain getting re-rated as a monopoly dex for bitcoin & monero. ath price is back on the table and wouldn’t be surprised if it gets taken out this cycle. revenue & fee metrics are irrelevant
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bought $rune today. I deeply respect protocols that never compromise under pressure. thorchain is already the biggest & most liquid dex for bitcoin. the same will be true for monero once it goes live. price discovery for monero will happen on thorchain
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monero is a civilizational level network on par with bitcoin & ethereum. it is ridiculously undervalued at $10B
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estimated $xmr fcmp timeline
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monero hundy roll coming soon
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hearing a lot of "xmr is zec beta" on the timeline. monero is not zcash beta. it's the other way around and always has been. xmr to zec beta is 0.2 while zec to xmr beta is 0.61. grow a couple brain cells and run some numbers
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people think monero is a privacy coin. it’s actually a p2p electronic cash system which is way more valuable
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Labeling Monero as “dirty money” because some people use it for illegal things is the most idiotic and ironic take in crypto. Monero is the only crypto that can’t be made dirty. Private by default, it is truly fungible—the most fungible money on the planet, even more than cash. The silver lining of this attack is that it keeps greedy, low-IQ fools and fake “cypherpunks” away, rewarding real cypherpunks who keep using and stashing Monero while it is suppressed, before its inevitable rise due to Monero’s unique utility. Keep a list of anyone labeling Monero the “criminal coin.” These people will go down in history as the biggest phonies in crypto. Fake cypherpunks who worked against the movement out of greed, they are just as evil as the enemies crypto was invented to disrupt.
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ethereum:native breaking out and not a peep on ct yeah moon that
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market is really letting me run up this generational trade with monero & tari
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minotari:native daily looks fantastic. bottom is likely in & market is digesting the ootle launch date announcement. once live it will be the most decentralized & scalable private smart contracting platform. privacy tech is in its infancy & remains the only place in crypto where novel cryptography is being tested & implemented. entire sector about to get re-rated much much higher
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1/ the $eth bros have chosen monetary premium over cash flows. not too different from bitcoin’s pivot from p2p electronic cash to digital gold. the world computer narrative, however, continues to serve as the north star for ethereum. that’s enough to take ether to $10k & beyond
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8/ I dare say ether might be a better money than bitcoin in some respects. albeit less decentralized/ossified & PoS (I prefer PoW for money). eth is better prepared to face quantum threats & has a clear plan to implement pq cryptography while bitcoin maxis largely ignore it
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9/ today, the market favors orange coin over purple coin. I think eth/btc will appreciate meaningfully in the future (this cycle) and wouldn't be surprised if ether reached parity with bitcoin one day. after all, it wasn't very long ago many were calling for eth to surpass btc
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