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base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf and hyperliquid:native may be one of the clearest examples of a broader shift: crypto tokens starting to trade on fundamentals, not just bitcoin:native beta. Austin Barack : “These are businesses that are growing really quickly.” “They’re seeing fundamental value being returned to token holders.” “A lot of them... show more

Bankless

413,477 subscribers

14,430 次观看 • 4 天前 •via X (Twitter)

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6 条评论

Gerry Plotter 的头像

Gerry Plotter4 天前

@AustinBarack Thoughts on $TAO?

Wait And see game 的头像

Wait And see game4 天前

@AustinBarack $NEAR is the privacy, confidentiality and verifiability that is powering all these AI coins through integrations 😎 NEAR_AI is the Cloud compute power that everyone wants to be part of !🤩

Marcus | Macro Strategist 的头像

Marcus | Macro Strategist4 天前

@AustinBarack infra era fading lol these apps are just skins on the same rails. always has been. you guys are late as fuck

Crypto 的头像

Crypto4 天前

@AustinBarack $DOT on base

Sophia 的头像

Sophia4 天前

@AustinBarack token emissions are revenue but not real revenue yet

Mission 的头像

Mission4 天前

@AustinBarack Trading tokens on earnings still relies on speculative narratives rather than real delivery. We only pay for verified outcomes at Mission.

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Ran Neuner shares his checklist for identifying protocols actually worth investing in "What are the protocols that are actually going to succeed? Number one, big daddy is Hyperliquid. That's why the market's giving Hyperliquid an $81 billion valuation. Why? Because they buy back tokens and burn them with fees every single day. Their fees in the last couple, has it been $4 million, $5 million a day? And they literally take that and buy back tokens with a large percentage of that money." "Pumpfun, same thing. Massive use case, growing. It's a network, definitely, because the more users that join the network, the more fun that network becomes. And they're buying back and burning the tokens. They tick all the boxes." " Venice, the AI token, they've got 4 million users, $100 million in annualized revenue, growing extremely fast, and a mechanism to give the value back to token holders." "So I think that's the formula. Are you growing? Are you growing into a network? Do you have real sustainable revenues? And do you have a mechanism to actually give that revenue back to your token holders? If the answer to all four of those is yes, invest." "If the answer to the first is yes and the fourth one is no, also invest."

Ran Neuner shares his checklist for identifying protocols actually worth investing in "What are the protocols that are actually going to succeed? Number one, big daddy is Hyperliquid. That's why the market's giving Hyperliquid an $81 billion valuation. Why? Because they buy back tokens and burn them with fees every single day. Their fees in the last couple, has it been $4 million, $5 million a day? And they literally take that and buy back tokens with a large percentage of that money." "Pumpfun, same thing. Massive use case, growing. It's a network, definitely, because the more users that join the network, the more fun that network becomes. And they're buying back and burning the tokens. They tick all the boxes." " Venice, the AI token, they've got 4 million users, $100 million in annualized revenue, growing extremely fast, and a mechanism to give the value back to token holders." "So I think that's the formula. Are you growing? Are you growing into a network? Do you have real sustainable revenues? And do you have a mechanism to actually give that revenue back to your token holders? If the answer to all four of those is yes, invest." "If the answer to the first is yes and the fourth one is no, also invest."

The Wolf Of All Streets

35,089 次观看 • 11 天前

.Naval: “The reality is that opportunities have never been more equal than now. Elon Musk and Jeff Bezos have the same iPhone you do. They don’t have some better version of an iPhone. They’re eating food that might be marginally better than yours, but it’s basically the same. You might even have a better diet than them. You probably have more time to go to the gym than them. They’re not immortal, and they’re not going to be—most likely, not at this time scale. So you have more youth than them. You have a lot of advantages over them. The wealth gaps are actually much smaller than people think. A lot of that is due to mass production, which comes from specialization, labor, and capitalism. But it’s very easy to overlook that and agitate—because that gets you higher in the status hierarchy with other monkeys. It makes you look like you’re fighting for noble causes and gives you status, which is really what people are craving these days. They’re craving status, not money or wealth. And status is a zero-sum game. So it’s kind of an evil game to play because there have to be losers for every winner. And the only way to win is by crushing somebody else down.”

.Naval: “The reality is that opportunities have never been more equal than now. Elon Musk and Jeff Bezos have the same iPhone you do. They don’t have some better version of an iPhone. They’re eating food that might be marginally better than yours, but it’s basically the same. You might even have a better diet than them. You probably have more time to go to the gym than them. They’re not immortal, and they’re not going to be—most likely, not at this time scale. So you have more youth than them. You have a lot of advantages over them. The wealth gaps are actually much smaller than people think. A lot of that is due to mass production, which comes from specialization, labor, and capitalism. But it’s very easy to overlook that and agitate—because that gets you higher in the status hierarchy with other monkeys. It makes you look like you’re fighting for noble causes and gives you status, which is really what people are craving these days. They’re craving status, not money or wealth. And status is a zero-sum game. So it’s kind of an evil game to play because there have to be losers for every winner. And the only way to win is by crushing somebody else down.”

Arjun Khemani

605,707 次观看 • 1 年前

.Naval: “The opportunities have never been more equal than now. Elon Musk and Jeff Bezos have the same iPhone you do. They don’t have some better version of an iPhone. They’re eating food that might be marginally better than yours, but it’s basically the same. You might even have a better diet than them. You probably have more time to go to the gym than them. They’re not immortal, and they’re not going to be—most likely, not at this time scale. So you have more youth than them. You have a lot of advantages over them. The wealth gaps are actually much smaller than people think. A lot of that is due to mass production, which comes from specialization, labor, and capitalism. But it’s very easy to overlook that and agitate—because that gets you higher in the status hierarchy with other monkeys. It makes you look like you’re fighting for noble causes and gives you status, which is really what people are craving these days. They’re craving status, not money or wealth. And status is a zero-sum game. So it’s kind of an evil game to play because there have to be losers for every winner. And the only way to win is by crushing somebody else down.”

.Naval: “The opportunities have never been more equal than now. Elon Musk and Jeff Bezos have the same iPhone you do. They don’t have some better version of an iPhone. They’re eating food that might be marginally better than yours, but it’s basically the same. You might even have a better diet than them. You probably have more time to go to the gym than them. They’re not immortal, and they’re not going to be—most likely, not at this time scale. So you have more youth than them. You have a lot of advantages over them. The wealth gaps are actually much smaller than people think. A lot of that is due to mass production, which comes from specialization, labor, and capitalism. But it’s very easy to overlook that and agitate—because that gets you higher in the status hierarchy with other monkeys. It makes you look like you’re fighting for noble causes and gives you status, which is really what people are craving these days. They’re craving status, not money or wealth. And status is a zero-sum game. So it’s kind of an evil game to play because there have to be losers for every winner. And the only way to win is by crushing somebody else down.”

Arjun Khemani

342,605 次观看 • 1 个月前

Mark Schlereth on the 49ers this season: “I think San Francisco is going to be one of those teams that will be shockingly good. And they’re going to surprise a lot of people out there that were pundits and were like 'They’re not going to get along without Deebo. They’re not going to get along without Hufanga and Dre Greenlaw'. I think you’re going to be sadly mistaken because I think they are a lot better with the young players than people think they are.” 🎥: Mark Schlereth

Mark Schlereth on the 49ers this season: “I think San Francisco is going to be one of those teams that will be shockingly good. And they’re going to surprise a lot of people out there that were pundits and were like 'They’re not going to get along without Deebo. They’re not going to get along without Hufanga and Dre Greenlaw'. I think you’re going to be sadly mistaken because I think they are a lot better with the young players than people think they are.” 🎥: Mark Schlereth

Coach Yac 🗣

60,562 次观看 • 1 年前

#WATCH | Delhi: On the preparatory trade talks between India and the United States, EEPC India Chairman Pankaj Chadha says, “As far as the trade status of engineering products is concerned, from April to July, we have recorded a growth of 12%. Our trade with the US is growing at 12%. That same growth rate will continue for at least another year... The basic reason why trade is growing is that our duties are the same as those of other nations. We are still quite bullish on the US. If the policy changes so that my duty is higher than my competitor’s duty, I have a problem... Products that are growing very well include iron and steel. All the Section 232 items, most of them, seem to be doing fairly well.”

#WATCH | Delhi: On the preparatory trade talks between India and the United States, EEPC India Chairman Pankaj Chadha says, “As far as the trade status of engineering products is concerned, from April to July, we have recorded a growth of 12%. Our trade with the US is growing at 12%. That same growth rate will continue for at least another year... The basic reason why trade is growing is that our duties are the same as those of other nations. We are still quite bullish on the US. If the policy changes so that my duty is higher than my competitor’s duty, I have a problem... Products that are growing very well include iron and steel. All the Section 232 items, most of them, seem to be doing fairly well.”

ANI

16,232 次观看 • 11 天前

Gavin Baker Gavin Baker says open source is "awesome" for AI infrastructure names because it shifts the economic value from the frontier labs to the infrastructure, and it is already 80% plus of all tokens processed. "A misconception that a lot of people have is that open source models are somehow bad for AI. They're awesome for the AI infrastructure providers. They just shift economic value from the margins of the frontier labs to the infrastructure." "But I do think there's still a role for these frontier models. And it may be true, to date, frontier tokens are capturing 90% of the economic value, and open source tokens are probably 80% plus of tokens processed, and those ratios may be here to stay." _______ Follow Fireside Alpha for more highlights of the best business and technology conversations.

Gavin Baker Gavin Baker says open source is "awesome" for AI infrastructure names because it shifts the economic value from the frontier labs to the infrastructure, and it is already 80% plus of all tokens processed. "A misconception that a lot of people have is that open source models are somehow bad for AI. They're awesome for the AI infrastructure providers. They just shift economic value from the margins of the frontier labs to the infrastructure." "But I do think there's still a role for these frontier models. And it may be true, to date, frontier tokens are capturing 90% of the economic value, and open source tokens are probably 80% plus of tokens processed, and those ratios may be here to stay." _______ Follow Fireside Alpha for more highlights of the best business and technology conversations.

Fireside Alpha

162,832 次观看 • 1 个月前

Ansem says $VVV is one of the sleeper consumer app play in crypto "VVV is a sleeper consumer app play onchain. I think VVV is one of the sleeper plays in crypto" "They have like 4 million users right now. I think they just hit like $100 million annualized revenue" "VVV is one of the applications that has found breakout success and consumer success, which is extremely hard to do with customers that aren't even really crypto-native" "I think the narrative for them as uncensored AI is just great generally going forward" "For the same reason that Bitcoin made a ton of sense, like uncensored money, you should have uncensored access to AI, especially if AI is going to continue to get a lot more impressive over the years" "It's a great trade. It was a really strong leader this year. It went from $1 to $20" "Their numbers are fucking through the roof. They're crushing it" "I think it's rare that a crypto app is crushing it outside of crypto and also has a token attached to it. And the team is focused on delivering value to the token as well" "I like Venice a lot. There's not really much that they're competing with in the AI space right now in crypto"

Ansem says $VVV is one of the sleeper consumer app play in crypto "VVV is a sleeper consumer app play onchain. I think VVV is one of the sleeper plays in crypto" "They have like 4 million users right now. I think they just hit like $100 million annualized revenue" "VVV is one of the applications that has found breakout success and consumer success, which is extremely hard to do with customers that aren't even really crypto-native" "I think the narrative for them as uncensored AI is just great generally going forward" "For the same reason that Bitcoin made a ton of sense, like uncensored money, you should have uncensored access to AI, especially if AI is going to continue to get a lot more impressive over the years" "It's a great trade. It was a really strong leader this year. It went from $1 to $20" "Their numbers are fucking through the roof. They're crushing it" "I think it's rare that a crypto app is crushing it outside of crypto and also has a token attached to it. And the team is focused on delivering value to the token as well" "I like Venice a lot. There's not really much that they're competing with in the AI space right now in crypto"

Shadooow

17,144 次观看 • 23 天前

Sam Harris on Trump: "He's been better than many people could have hoped and certainly than really any Democrat would have been expected to be. It causes me a fair amount of pain to admit that, but I just think it's true."

Sam Harris on Trump: "He's been better than many people could have hoped and certainly than really any Democrat would have been expected to be. It causes me a fair amount of pain to admit that, but I just think it's true."

Joe Rogan Podcast News

571,138 次观看 • 3 个月前

Sky News breaks down how foreigners in Texas are creating fake businesses out of their residential homes for a Visa scandal They then use those fake businesses to bring over more foreigners on H-1B visas They are even bringing people over and then finding them jobs and taking a percent of the money. They’re also getting jobs at our schools “I was going through a database that listed all of these H1B jobs that were out there for people to apply to. I started noticing something very interesting. What I started noticing is that there were a lot of elementary school teachers. There were a lot of middle school math teachers. There were a lot of bilingual teachers. There were a lot of. In fact I even found one at Texas A&M University for an athletic trainer. I refuse to believe that we don't have Americans that are able to fill these jobs. These people that are exploiting the system they're abusing the system.” Other times they are just brining over their friends and families “So a body shop are people who act as consulting companies, bring in a bunch of H1B workers and farm them out and take a portion of their money that they are making. It's a really, really nasty scam”

Sky News breaks down how foreigners in Texas are creating fake businesses out of their residential homes for a Visa scandal They then use those fake businesses to bring over more foreigners on H-1B visas They are even bringing people over and then finding them jobs and taking a percent of the money. They’re also getting jobs at our schools “I was going through a database that listed all of these H1B jobs that were out there for people to apply to. I started noticing something very interesting. What I started noticing is that there were a lot of elementary school teachers. There were a lot of middle school math teachers. There were a lot of bilingual teachers. There were a lot of. In fact I even found one at Texas A&M University for an athletic trainer. I refuse to believe that we don't have Americans that are able to fill these jobs. These people that are exploiting the system they're abusing the system.” Other times they are just brining over their friends and families “So a body shop are people who act as consulting companies, bring in a bunch of H1B workers and farm them out and take a portion of their money that they are making. It's a really, really nasty scam”

Wall Street Apes

177,593 次观看 • 7 个月前

The Venice team has been teasing 'Minds' lately, so David Hoffman asks "What are Minds?" Jon Venice: "Minds are custom AI experiences" "We have a subset of really strong power users that understand these models really well. They're really good at chaining these things together in such a way, using system prompts in certain ways, to create a toolset that lets them get a much better output from the same prompt, versus just giving it to a kind of naked model without any of these things. And so we're creating tools for users to create these experiences and then potentially even to monetize them. And we think in many ways this is going to become one of the more popular ways for people to use AI and that there will likely only be a small subset of these kind of power users who kind of become creators, although we're trying to make the tools easy enough for them to create whatever they can and they want. But that a ton of consumers will be very interested in this as kind of our thesis, that they will want to use these custom experiences because they will get a substantially better output."

The Venice team has been teasing 'Minds' lately, so David Hoffman asks "What are Minds?" Jon Venice: "Minds are custom AI experiences" "We have a subset of really strong power users that understand these models really well. They're really good at chaining these things together in such a way, using system prompts in certain ways, to create a toolset that lets them get a much better output from the same prompt, versus just giving it to a kind of naked model without any of these things. And so we're creating tools for users to create these experiences and then potentially even to monetize them. And we think in many ways this is going to become one of the more popular ways for people to use AI and that there will likely only be a small subset of these kind of power users who kind of become creators, although we're trying to make the tools easy enough for them to create whatever they can and they want. But that a ton of consumers will be very interested in this as kind of our thesis, that they will want to use these custom experiences because they will get a substantially better output."

Bankless

12,302 次观看 • 1 个月前

Ansem explains why zcash:native should trade at a much higher ratio to bitcoin:native "Zcash has a lot of the same features as Bitcoin, but it's quantum-resistant and it's private. A lot of the core believers who were early to Bitcoin were also early to Zcash" "When a ton of smart people work on a really hard technological problem, solve it, and the only thing missing is attention, those are typically the best trades" "Zcash should benefit from Bitcoin doing well, and it should be at a much higher ratio to Bitcoin than it currently is"

Ansem explains why zcash:native should trade at a much higher ratio to bitcoin:native "Zcash has a lot of the same features as Bitcoin, but it's quantum-resistant and it's private. A lot of the core believers who were early to Bitcoin were also early to Zcash" "When a ton of smart people work on a really hard technological problem, solve it, and the only thing missing is attention, those are typically the best trades" "Zcash should benefit from Bitcoin doing well, and it should be at a much higher ratio to Bitcoin than it currently is"

Market Bubble

39,596 次观看 • 2 个月前

"A lot of these younger men in that 35ish range, even a little younger than 30, they are a lot more mature than a lot of these men who are 45 and up. ... They are actually hunters like men used to be. ... Studies have shown that older women and younger guys are having a higher success rate when it comes a healthy marriage and happiness. ... Tracee Ellis is one of them." - Dr. Cheyenne Bryant

"A lot of these younger men in that 35ish range, even a little younger than 30, they are a lot more mature than a lot of these men who are 45 and up. ... They are actually hunters like men used to be. ... Studies have shown that older women and younger guys are having a higher success rate when it comes a healthy marriage and happiness. ... Tracee Ellis is one of them." - Dr. Cheyenne Bryant

Club Shay Shay

2,055,144 次观看 • 9 个月前

Moore: Telling people who have worn the uniform of this country, who have been willing to pay the highest price to be called American—people who have done things that the vast majority of this country have not signed up to do and wouldn’t sign up to do—and now looking at the service they are performing and saying that maybe they’re not fit to serve—hearing that come from somebody who was never willing to take that oath is very rich. And as a veteran myself, very offensive, because these are patriots. These are people who are willing to sacrifice something on behalf of this country with one simple ask: that the country does not forget that, does not forget the service they did, and does not forget their family members. That was our one ask. And that is not being honored right now with this administration.

Moore: Telling people who have worn the uniform of this country, who have been willing to pay the highest price to be called American—people who have done things that the vast majority of this country have not signed up to do and wouldn’t sign up to do—and now looking at the service they are performing and saying that maybe they’re not fit to serve—hearing that come from somebody who was never willing to take that oath is very rich. And as a veteran myself, very offensive, because these are patriots. These are people who are willing to sacrifice something on behalf of this country with one simple ask: that the country does not forget that, does not forget the service they did, and does not forget their family members. That was our one ask. And that is not being honored right now with this administration.

Acyn

116,814 次观看 • 1 年前

At CVS in New York, the pasties that are lighter colors are not locked up But right next to them are pasties that are darker colors. All of them have security devices that must be unlocked by employees This is one of the clearest examples of one group of people stealing and another group not stealing Th proof to this is because it’s a 100% fact that CVS uses a data-driven loss prevention system that locks up or tags items based primarily on theft rates and shrinkage data

At CVS in New York, the pasties that are lighter colors are not locked up But right next to them are pasties that are darker colors. All of them have security devices that must be unlocked by employees This is one of the clearest examples of one group of people stealing and another group not stealing Th proof to this is because it’s a 100% fact that CVS uses a data-driven loss prevention system that locks up or tags items based primarily on theft rates and shrinkage data

Wall Street Apes

79,676 次观看 • 2 个月前

Ellison: I’ve been hearing a lot about paying rappers and other influencers, offering them pardons, and not disclosing that they’re being compensated for what they’re saying. A lot of these folks don’t even need to say, “Vote for Trump,” because they know people might not respond to that. What they can say is, “None of these elections really matter anyway.” That kind of talk can swing an election. We’ve got to be on alert for that…

Ellison: I’ve been hearing a lot about paying rappers and other influencers, offering them pardons, and not disclosing that they’re being compensated for what they’re saying. A lot of these folks don’t even need to say, “Vote for Trump,” because they know people might not respond to that. What they can say is, “None of these elections really matter anyway.” That kind of talk can swing an election. We’ve got to be on alert for that…

Acyn

175,876 次观看 • 6 个月前

EARLY ACCESS - Venice Is Here to Win: How Private AI Takes On OpenAI and Anthropic Jon ShapeShift says the $VVV flywheel works even if users don’t care about crypto. “Most of our users are actually not crypto people” "some of them even actively dislike crypto and dislike tokens” "they don't care as long as the product itself is good and they can use it" "all of them are contributing downstream to this token economy, regardless"

EARLY ACCESS - Venice Is Here to Win: How Private AI Takes On OpenAI and Anthropic Jon ShapeShift says the $VVV flywheel works even if users don’t care about crypto. “Most of our users are actually not crypto people” "some of them even actively dislike crypto and dislike tokens” "they don't care as long as the product itself is good and they can use it" "all of them are contributing downstream to this token economy, regardless"

Bankless

27,642 次观看 • 3 个月前

Ansem explains the problem with the trenches and how to fix it "Everybody's been trading these $10K market cap coins and not holding anything. The average hold time has been like 30 seconds" "The way you actually make money during bull markets is holding things for an extended period of time. If solana:So11111111111111111111111111111111111111112 goes from $60 to $600, the coins onchain that are beta to Solana are going to 100x at minimum" "You want to buy the coins that are getting momentum and trending, not the ones that just launch and don't have confirmed momentum yet" "The reason coins did well in the past is all the holders were deliberate and aggressive about sharing their thesis and aligning on it. it was more PvE than PvP" "People like trading crypto is because you're able to make a lot of money off a little bit of money, but that only works if people are aligned around the same thesis"

Ansem explains the problem with the trenches and how to fix it "Everybody's been trading these $10K market cap coins and not holding anything. The average hold time has been like 30 seconds" "The way you actually make money during bull markets is holding things for an extended period of time. If solana:So11111111111111111111111111111111111111112 goes from $60 to $600, the coins onchain that are beta to Solana are going to 100x at minimum" "You want to buy the coins that are getting momentum and trending, not the ones that just launch and don't have confirmed momentum yet" "The reason coins did well in the past is all the holders were deliberate and aggressive about sharing their thesis and aligning on it. it was more PvE than PvP" "People like trading crypto is because you're able to make a lot of money off a little bit of money, but that only works if people are aligned around the same thesis"

Market Bubble

30,872 次观看 • 2 个月前

"99% of crypto podcasts are old dudes saying things that are just incorrect" Katherine on how DEX in the City came into existence "There's too many crypto podcasts and a lot of them are terrible, they're regurgitating crypto Twitter. This has always been a source of frustration for me" "Jesse and I went to a Cubs game and it poured rain the entire time, so I was like, we should have a podcast, a podcast of women. We're constantly advocating in policy circles that crypto's not just filled with crypto bros, and we are a great example of that"

"99% of crypto podcasts are old dudes saying things that are just incorrect" Katherine on how DEX in the City came into existence "There's too many crypto podcasts and a lot of them are terrible, they're regurgitating crypto Twitter. This has always been a source of frustration for me" "Jesse and I went to a Cubs game and it poured rain the entire time, so I was like, we should have a podcast, a podcast of women. We're constantly advocating in policy circles that crypto's not just filled with crypto bros, and we are a great example of that"

Laura Shin

20,387 次观看 • 2 个月前