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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."show more

The Wolf Of All Streets

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30,106 görüntüleme • 3 gün önce •via X (Twitter)

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Chamath says OpenAI and Anthropic could be $5 to $10 trillion companies each if they remain a duopoly "I suspect revenues are going to crank at OpenAI and Anthropic and the open labs for a while. But again, that's not the important thing." "If you're thinking about valuation, the markets will look five to 10 years out to answer that question, they're not going to give you a premium valuation on something that they feel could be fragile in the first two to three years." "Somebody has to answer that question precisely. Because if the answer is that it is a duopoly, then there is no risk to the revenue five to 10 years from now, these things are $5 to $10 trillion companies each." "But if there are harnesses that cut the token consumption, because you stop wasting tokens to get to the same output, then it's a little bit more of a question mark. And I think that'll need to get sorted out."

Chamath says OpenAI and Anthropic could be $5 to $10 trillion companies each if they remain a duopoly "I suspect revenues are going to crank at OpenAI and Anthropic and the open labs for a while. But again, that's not the important thing." "If you're thinking about valuation, the markets will look five to 10 years out to answer that question, they're not going to give you a premium valuation on something that they feel could be fragile in the first two to three years." "Somebody has to answer that question precisely. Because if the answer is that it is a duopoly, then there is no risk to the revenue five to 10 years from now, these things are $5 to $10 trillion companies each." "But if there are harnesses that cut the token consumption, because you stop wasting tokens to get to the same output, then it's a little bit more of a question mark. And I think that'll need to get sorted out."

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Alexander Cutler explains how Hyperliquid won despite not raisng any VC capital: “They did it by not raising a bunch of money, selling a bunch of tokens on the market.” “They did it by distributing 97% of the revenue they produce back to the token.” “If you are not maximally capturing and redistributing 100% of the value, that is a bounty for a competitor to come offer that and beat you.” In crypto, the only real moat left might be giving the value back.

Alexander Cutler explains how Hyperliquid won despite not raisng any VC capital: “They did it by not raising a bunch of money, selling a bunch of tokens on the market.” “They did it by distributing 97% of the revenue they produce back to the token.” “If you are not maximally capturing and redistributing 100% of the value, that is a bounty for a competitor to come offer that and beat you.” In crypto, the only real moat left might be giving the value back.

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🗣️ Mikel Arteta on if it's surprised him to see players sold for over £100m: "Yes, it has. I wouldn't have bet on that to be fair. But that’s the market, that means that there are clubs that are happy to invest or they believe that the valuations of those players are that, and that's fair. "In the end, the value of the player is what somebody can pay for you, and they've done it, so that's the value and it's the right one because someone is happy to sell and someone is happy to buy, and in the middle, a player is happy to move from one club to the other. So I think that's fair."

🗣️ Mikel Arteta on if it's surprised him to see players sold for over £100m: "Yes, it has. I wouldn't have bet on that to be fair. But that’s the market, that means that there are clubs that are happy to invest or they believe that the valuations of those players are that, and that's fair. "In the end, the value of the player is what somebody can pay for you, and they've done it, so that's the value and it's the right one because someone is happy to sell and someone is happy to buy, and in the middle, a player is happy to move from one club to the other. So I think that's fair."

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"The magic of tokens that's not really viable for stocks is that you could keep minting on the other side... totally decoupled from the fees coming in." Eddy Lazzarin ☀️ on the buy-and-burn vs. mint-and-spend, and the lever token networks have that equity doesn't: "The idea of the buy and burn is that you take revenue in one side, you charge whatever you can get away with in terms of your price. You take that revenue and use it to burn the token... reducing its supply, which helps it appreciate." "The mirror of the buy and burn is the mint and spend. And this is where you are minting tokens out of nowhere to pay for whatever you need for growth or for network activities." "You can keep pulling in fees and test your ability to charge in the market while completely separately scaling your spending in order to facilitate the most growth." "In stocks, you can't pay an onboarding bonus to Uber drivers or whatever with your stock... To pay for growth, a conventional company has to do it in a very indirect way. They have to sell the equity to an investor in a private round to get cash to spend on growth. But this allows you to circumvent that completely."

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Ansem explains why people are so drawn to memecoins “One of the reasons dogecoin:native went so high is because you have this set of buyers who were never going to buy stocks. They didn't care about stocks at all and didn't have any money invested in the stock market” “They invested in Dogecoin because they related to the meme. They thought the meme was funny. It was fun to invest with their friends. Elon's attached to it. It was something they could understand easily and relate to” “I think it's discounted a lot how large that group of people is that will invest in whatever meme but won't invest in stocks” “If you look at Instagram, it has like 3B users but the holders of $META are only like 30M. There's only around 30M people that own Meta stock” “The reason Meta has value is because all the people on Instagram are spending a ton of time on that app, contributing a lot of value to the network by using their time and attention” “The people who are determining the value of this network typically don't have a stake in the upside” “If you can figure out a way to flip the social media model on its head where the people who are the reason the network has value also have upside in the value of the network, there's a complete regime change in how all these things operate” “I think one of the ways to do that is through memes” solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump

Ansem explains why people are so drawn to memecoins “One of the reasons dogecoin:native went so high is because you have this set of buyers who were never going to buy stocks. They didn't care about stocks at all and didn't have any money invested in the stock market” “They invested in Dogecoin because they related to the meme. They thought the meme was funny. It was fun to invest with their friends. Elon's attached to it. It was something they could understand easily and relate to” “I think it's discounted a lot how large that group of people is that will invest in whatever meme but won't invest in stocks” “If you look at Instagram, it has like 3B users but the holders of $META are only like 30M. There's only around 30M people that own Meta stock” “The reason Meta has value is because all the people on Instagram are spending a ton of time on that app, contributing a lot of value to the network by using their time and attention” “The people who are determining the value of this network typically don't have a stake in the upside” “If you can figure out a way to flip the social media model on its head where the people who are the reason the network has value also have upside in the value of the network, there's a complete regime change in how all these things operate” “I think one of the ways to do that is through memes” solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump

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LAWRENCE LEPARD: "This is one of the best investment opportunities out there. It actually is the best in my opinion, if you can handle the volatility... having a zero allocation to it is just absolutely nuts." "When you buy into a network that's going to get adopted by everybody, the returns are just insane. My opinion is that Bitcoin is the monetary network of the future." "...And when it is... guess what, these are 5 million a coin or more." "The people that run the government, their major goal is to keep themselves in power and to keep the system running. They don't care about inflation. They say they do, but they don't. And they lie to us about that. And we know that if and when the sharp end of the stick comes for them, they're going to print the money to keep things going."

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Bitwise CIO: Hyperliquid Is Changing How DeFi Tokens Are Valued Bitwise CIO Matt Hougan Matt Hougan said in a July 30 interview with Cointelegraph that DeFi tokens are undergoing an important shift: project revenue is beginning to flow back to token holders. He cited Hyperliquid, which uses 99% of its platform revenue to buy back its token, noting that the market is rewarding this model. Meanwhile, Uniswap is increasing value capture for UNI, Aave has eliminated the separation between equity and its token, and Morpho and Chainlink are also improving their tokenomics. Hougan believes the market has yet to fully reprice these changes, leaving some assets at relatively low valuations.

Wu Blockchain

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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

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Elon Musk: 𝕏 users post 100 million times a day. Grok will read everything. “The really big change is Grok literally reads everything that's posted to the platform; there are about 100 million posts per day. So it's 100 million pieces of content per day. I think it goes beyond that if it's outside of English. We're going to start off reading what Grok thinks are the top 10 million of the 100 million. And we'll actually read them and understand them and categorize them and match them to users. This is not a job humans could ever do. And then once that is scaling reasonably well, we'll add the entire 100 million a day. So it's literally going to read through 100 million things and show you the things that it thinks, out of 100 million posts per day, are the most interesting posts to you.” All-In Podcast, October 31, 2025

Elon Musk: 𝕏 users post 100 million times a day. Grok will read everything. “The really big change is Grok literally reads everything that's posted to the platform; there are about 100 million posts per day. So it's 100 million pieces of content per day. I think it goes beyond that if it's outside of English. We're going to start off reading what Grok thinks are the top 10 million of the 100 million. And we'll actually read them and understand them and categorize them and match them to users. This is not a job humans could ever do. And then once that is scaling reasonably well, we'll add the entire 100 million a day. So it's literally going to read through 100 million things and show you the things that it thinks, out of 100 million posts per day, are the most interesting posts to you.” All-In Podcast, October 31, 2025

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Pi Network Updates📢 Overview of DAPP – Unlocking the Whys Behind the $314,159 Pi-Coin Valuation! 🎁Pi Network Launched A TON OF APPS | They Worth MILLIONS $💰 Here you go, Pi Network have the Pi Browser adding in a brand new button. It's to be exploring the testnet Pi apps and you could do it all on a single click. Now one of the biggest things about a lot of these crypto projects is they sometimes, not always, come out with these applications, but they're super scattered. Pi Token has 50 million people. They have the Chain Mall, where we could buy stuff in this digital Mall with your Pi Tokens, and guess what? It's actually very popular, a lot of Sellers, and a lot of Buyers, and they just added withdrawals. You got the Workforce, which is kind of like Upwork and Fiverr. And remember. 33 to 50 million Pi users with 10% of those already being fully registered. That is an enormous population that you don't see anywhere else, so you could actually explore a lot of these different testnet Pi apps. The utility is pretty massive; these applications already have a lot of people on them, and just the apps alone are worth a pretty penny. I like Pi because of all of these different applications linked to the coin, and this right here and the users and the really good tight-knit community is what makes this coin great. ✅That's why, Pi Network at a price of $314,159 has nothing that is impossible. "Small steps lead to big results" #PiNetwork

Pi Dapp News π

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Koinos 101: Mana Do you think the internet would have taken off if you had to pay just 1 cent to visit a website? That's why we invented the Mana system which makes Koinos ... the first and only free-to-use blockchain. Owning the network It’s natural to think that holding a token like ETH, BTC, or SOL makes you an owner of those platforms, but if you were an owner, you would have a right to use those platforms forever. But you don't have that right. You only have the “right” to spend those tokens down as you use the network, which isn’t much of a right at all. On Koinos, the KOIN token works exactly like you think it would! Holding KOIN gives you a perpetual right to use the network, thanks to the Mana system. The more KOIN you hold, the more free usage, forever. Simple. Every KOIN token contains 1 Mana. When you use the blockchain, some of your Mana is consumed, but it regenerates in 5 days and if you only use a small percentage of your Mana it can regenerate in as little as a few minutes! Frictionless Access Mana can also be shared with people who have no tokens at all, which is what enables Koinos to deliver that familiar free-to-use experience that we get from the internet, and without forcing developers to pay the fees, because remember there are no fees. For the first time ever... developers can onboard users and allow them to the use the blockchain without first making them jump through the hoops of understanding and buying a cryptocurrency which is going to weed out the vast majority of mainstream users. That’s why we don’t have mainstream adoption! In short, KOIN has real utility; it gives you ownership over a certain amount of the network’s resources, a right which you can share with others. Koinos doesn’t force you to pay ever-changing fees all the time and it does all of this while preventing people from abusing the network. Be Free Because you never have to part with your KOIN which gives you the right to a certain amount of the network’s resources, this frees you, and every other KOIN holder, to focus on what matters; adding utility and making Koinos an even greater force for good. You can learn more about Koinos at and

Koinos 101: Mana Do you think the internet would have taken off if you had to pay just 1 cent to visit a website? That's why we invented the Mana system which makes Koinos ... the first and only free-to-use blockchain. Owning the network It’s natural to think that holding a token like ETH, BTC, or SOL makes you an owner of those platforms, but if you were an owner, you would have a right to use those platforms forever. But you don't have that right. You only have the “right” to spend those tokens down as you use the network, which isn’t much of a right at all. On Koinos, the KOIN token works exactly like you think it would! Holding KOIN gives you a perpetual right to use the network, thanks to the Mana system. The more KOIN you hold, the more free usage, forever. Simple. Every KOIN token contains 1 Mana. When you use the blockchain, some of your Mana is consumed, but it regenerates in 5 days and if you only use a small percentage of your Mana it can regenerate in as little as a few minutes! Frictionless Access Mana can also be shared with people who have no tokens at all, which is what enables Koinos to deliver that familiar free-to-use experience that we get from the internet, and without forcing developers to pay the fees, because remember there are no fees. For the first time ever... developers can onboard users and allow them to the use the blockchain without first making them jump through the hoops of understanding and buying a cryptocurrency which is going to weed out the vast majority of mainstream users. That’s why we don’t have mainstream adoption! In short, KOIN has real utility; it gives you ownership over a certain amount of the network’s resources, a right which you can share with others. Koinos doesn’t force you to pay ever-changing fees all the time and it does all of this while preventing people from abusing the network. Be Free Because you never have to part with your KOIN which gives you the right to a certain amount of the network’s resources, this frees you, and every other KOIN holder, to focus on what matters; adding utility and making Koinos an even greater force for good. You can learn more about Koinos at and

KoinosGroup 🔮

337,618 görüntüleme • 3 yıl önce

$AI shouldn’t be controlled by a single company or person, and the reason why most AI tools are "free" is because you are the product. Your data is more valuable to them, than the tool itself. That's why Action Model is different. We use tokens so: • Every AI action has a real cost • That cost is transparent • Value flows back to contributors, not one corporation The token represents a fractional stake in the AI itself; economic rights, governance rights, and participation in its growth. And that’s how you run AI without centralized control.$

AI shouldn’t be controlled by a single company or person, and the reason why most AI tools are "free" is because you are the product. Your data is more valuable to them, than the tool itself. That's why Action Model is different. We use tokens so: • Every AI action has a real cost • That cost is transparent • Value flows back to contributors, not one corporation The token represents a fractional stake in the AI itself; economic rights, governance rights, and participation in its growth. And that’s how you run AI without centralized control.

Action Model

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Thoughts on $CPRT valuation and buybacks "Right now, it's at one of its cheapest valuations it's been at in decades. So, they have some four-ish billions of dollars of cash on the balance sheet, so you back that out and the interest expense associated with that, and it's trading around 16 to 17 times earnings. So one of the cheapest valuations they've had. They've also been extremely selective when they've bought back stock. So they do not regularly buy back stock, but when they do, they make it meaningful, and they're very selective on the valuation, and last quarter was the first time they really bought back a meaningful slug of stock. They bought back $1.4 billion. As I mentioned, they still have another four-ish billions of dollars in cash on their balance sheet, so I would expect them to extinguish a good amount of that cash. Even if they do have to invest more in operations and all that, they should still have plenty of ability to do both. And so that's pretty interesting in terms of a signal because, again, this is not a company that regularly buys back stock. In fact, the last time they really were buyers of their stock was in 2019, but they haven't bought back a big amount of stock since 2011. So it's been that long since they've really taken a good slug of their common shares and retired that. So, that to me is a signal, and take that for what it's worth."

Thoughts on $CPRT valuation and buybacks "Right now, it's at one of its cheapest valuations it's been at in decades. So, they have some four-ish billions of dollars of cash on the balance sheet, so you back that out and the interest expense associated with that, and it's trading around 16 to 17 times earnings. So one of the cheapest valuations they've had. They've also been extremely selective when they've bought back stock. So they do not regularly buy back stock, but when they do, they make it meaningful, and they're very selective on the valuation, and last quarter was the first time they really bought back a meaningful slug of stock. They bought back $1.4 billion. As I mentioned, they still have another four-ish billions of dollars in cash on their balance sheet, so I would expect them to extinguish a good amount of that cash. Even if they do have to invest more in operations and all that, they should still have plenty of ability to do both. And so that's pretty interesting in terms of a signal because, again, this is not a company that regularly buys back stock. In fact, the last time they really were buyers of their stock was in 2019, but they haven't bought back a big amount of stock since 2011. So it's been that long since they've really taken a good slug of their common shares and retired that. So, that to me is a signal, and take that for what it's worth."

Drew Cohen

18,272 görüntüleme • 1 ay önce

Jensen Huang: “VCs don’t invest in business plans” When asked for advice on business plans and raising venture capital, Jensen tells the student audience at Stanford: “VCs don’t invest in business plans… They invest in great people. And so the question is: do they trust you? Your reputation matters. Your history matters.” He explains that a one of the key reasons Sequoia wrote the initial check into NVIDIA was because he had done great work with Andy Bechtolsheim, the founder of Sun. Jensen also argues that you need to have a vision that’s “sufficiently large to invest in.” Because of the nature of the businesses VCs invest in, the odds of success are rather low. “If they need to put in $10 million and the market is only $20 million, they’ll never get that $10 million back with a reasonable return.” But market size is secondary to people: “You might have to reinvent yourself over time, and if you want to reinvent yourself, you need to have great people. That’s why great people are so important.” Video source: Stanford Online (2011)

Jensen Huang: “VCs don’t invest in business plans” When asked for advice on business plans and raising venture capital, Jensen tells the student audience at Stanford: “VCs don’t invest in business plans… They invest in great people. And so the question is: do they trust you? Your reputation matters. Your history matters.” He explains that a one of the key reasons Sequoia wrote the initial check into NVIDIA was because he had done great work with Andy Bechtolsheim, the founder of Sun. Jensen also argues that you need to have a vision that’s “sufficiently large to invest in.” Because of the nature of the businesses VCs invest in, the odds of success are rather low. “If they need to put in $10 million and the market is only $20 million, they’ll never get that $10 million back with a reasonable return.” But market size is secondary to people: “You might have to reinvent yourself over time, and if you want to reinvent yourself, you need to have great people. That’s why great people are so important.” Video source: Stanford Online (2011)

Startup Archive

117,153 görüntüleme • 1 yıl önce

Elon Musk: We've mostly fixed the bug which would give you way too much of something if you interacted with a particular subject matter. And then the really big change which is where Grok literally reads everything that's posted to the platform Which actually there's about 100 million posts per day. So it's 100 million pieces of content per day. And I think that's actually just maybe just in English. I think it goes beyond that if it's outside of English. So Grok is going to we're going to start off reading the really what Grok thinks are the top 10 million of the 100 million and we'll actually read them and understand them and categorize them and match them to users This is not a job humans could ever do. And then once that is scaling we'll add the entire 100 million a day. So it's literally going to read through 100 million things and show you the things that it thinks out of 100 million posts per day, what are the most interesting posts to you? Interviewer: How much of Colossus will that take? Like... lot of work. Yeah, that's like is it tens of thousands of servers like to do that every day? Elon Musk: Yeah, my guess is it's probably on the order of 50k H100s, something like that Interviewer: Wow. And that will replace search, so you'll be able to actually search on Twitter and find things in like with a with a plain language... Elon Musk: We'll have semantic search where you can just ask a question and it will show you all content whether that is text, pictures, or video that matches your search query semantically

Elon Musk: We've mostly fixed the bug which would give you way too much of something if you interacted with a particular subject matter. And then the really big change which is where Grok literally reads everything that's posted to the platform Which actually there's about 100 million posts per day. So it's 100 million pieces of content per day. And I think that's actually just maybe just in English. I think it goes beyond that if it's outside of English. So Grok is going to we're going to start off reading the really what Grok thinks are the top 10 million of the 100 million and we'll actually read them and understand them and categorize them and match them to users This is not a job humans could ever do. And then once that is scaling we'll add the entire 100 million a day. So it's literally going to read through 100 million things and show you the things that it thinks out of 100 million posts per day, what are the most interesting posts to you? Interviewer: How much of Colossus will that take? Like... lot of work. Yeah, that's like is it tens of thousands of servers like to do that every day? Elon Musk: Yeah, my guess is it's probably on the order of 50k H100s, something like that Interviewer: Wow. And that will replace search, so you'll be able to actually search on Twitter and find things in like with a with a plain language... Elon Musk: We'll have semantic search where you can just ask a question and it will show you all content whether that is text, pictures, or video that matches your search query semantically

X Freeze

89,232 görüntüleme • 10 ay önce

I'm in the camp that says there'll be a good outcome. If you go back in history and look at what really is the pain point, it's gasoline prices US domestic above $6. In order to do that, you need to keep oil above 95 for at least three months. So here we are on the 60th day. We have another 30 days left. On the other side, the economics are more painful. $210 million per day of revenue lost to Iran. They need that money to pay their militia. That's how they brutalize their people. You got 150,000 people running a militia of 250,000 thugs. You gotta pay them, and they have a million-man army that kills the other 92 million people. It's a brutal regime. Everybody knows that, but it works with money. And so the more you strangle their cash, the guy that's killing everybody's not getting his paycheck.

I'm in the camp that says there'll be a good outcome. If you go back in history and look at what really is the pain point, it's gasoline prices US domestic above $6. In order to do that, you need to keep oil above 95 for at least three months. So here we are on the 60th day. We have another 30 days left. On the other side, the economics are more painful. $210 million per day of revenue lost to Iran. They need that money to pay their militia. That's how they brutalize their people. You got 150,000 people running a militia of 250,000 thugs. You gotta pay them, and they have a million-man army that kills the other 92 million people. It's a brutal regime. Everybody knows that, but it works with money. And so the more you strangle their cash, the guy that's killing everybody's not getting his paycheck.

Kevin O'Leary aka Mr. Wonderful

19,348 görüntüleme • 4 ay önce

Most Web3 wallets are full of dust. Small balances that are not worth swapping one by one, and not worth the time it takes to check whether each token is real, legit and even swappable. Dustswap does that check for you. It surfaces the tokens that actually hold value and sweeps them into one useful token in a single transaction. Up to 10 tokens per transaction, and up to 20 with the Base App wallet. Do not let your dust sit there doing nothing.

Most Web3 wallets are full of dust. Small balances that are not worth swapping one by one, and not worth the time it takes to check whether each token is real, legit and even swappable. Dustswap does that check for you. It surfaces the tokens that actually hold value and sweeps them into one useful token in a single transaction. Up to 10 tokens per transaction, and up to 20 with the Base App wallet. Do not let your dust sit there doing nothing.

Dustswap

10,863 görüntüleme • 5 gün önce

Listen carefully. 40 seconds. This is Charles Hoskinson - founder of Cardano - speaking publicly in an X Space he created and hosted himself, about token holders of projects within his own ecosystem. "I don't give a shit about your token holders. I don't give a shit about your bag holders." "If you attack my ambassadors, I will burn you to the ground." "The appropriate thing to do is apologize and back the fuck off. And then we have no problem." The full audio is attached to this post. Listen yourself. Now understand who he was actually talking about. The "token holders" he dismissed are not strangers in some separate ecosystem. They are ADA holders. They run Cardano stake pools. They vote as DReps. They build on Cardano. They hold the IAG, the SNEK, the NIGHT, the tokens of every project inside this network - and they hold ADA alongside them. When IAG crashed 32%, real ADA holders lost real money. When any project inside Cardano takes a hit from this kind of campaign, the damage flows straight into the same wallets that hold ADA. There is no separate "their holders" and "his holders." There is only us. So when he says he doesn't give a shit about your bag holders, he is talking about Cardano holders - YOU! When he says he will burn you to the ground, he is talking about burning projects inside his own ecosystem - and the people invested in them are the same people invested in him. This was said after IAG had already crashed 32% in 24 hours. After real families in our own ecosystem had already lost real money. After he had already amplified the attacks that caused the damage. Days later, the same Charles Hoskinson publicly demanded that Iagon's leadership be replaced. His words: the project "could collapse and erode token holders' holdings unless leadership changes." Let that sit for a moment. The man who said "I don't give a shit about your bag holders" is the same man demanding leadership changes at another project in the name of protecting token holders. The man who said "I will burn you to the ground" is the same man calling someone else unfit to lead. So I'll turn his own standard back where it belongs: If a leader's job is to protect token holders and act in the ecosystem's interest - is this the leader who should be wielding 160M ADA of community treasury? Is this the voice that should speak for Cardano - to investors, to enterprises, to regulators, to anyone watching what we are building? Token holders are not the enemy. Ambassadors are not the army. DReps asking questions are not attackers. This is OUR network. OUR treasury. OUR future. Not his. Vote accordingly.

Listen carefully. 40 seconds. This is Charles Hoskinson - founder of Cardano - speaking publicly in an X Space he created and hosted himself, about token holders of projects within his own ecosystem. "I don't give a shit about your token holders. I don't give a shit about your bag holders." "If you attack my ambassadors, I will burn you to the ground." "The appropriate thing to do is apologize and back the fuck off. And then we have no problem." The full audio is attached to this post. Listen yourself. Now understand who he was actually talking about. The "token holders" he dismissed are not strangers in some separate ecosystem. They are ADA holders. They run Cardano stake pools. They vote as DReps. They build on Cardano. They hold the IAG, the SNEK, the NIGHT, the tokens of every project inside this network - and they hold ADA alongside them. When IAG crashed 32%, real ADA holders lost real money. When any project inside Cardano takes a hit from this kind of campaign, the damage flows straight into the same wallets that hold ADA. There is no separate "their holders" and "his holders." There is only us. So when he says he doesn't give a shit about your bag holders, he is talking about Cardano holders - YOU! When he says he will burn you to the ground, he is talking about burning projects inside his own ecosystem - and the people invested in them are the same people invested in him. This was said after IAG had already crashed 32% in 24 hours. After real families in our own ecosystem had already lost real money. After he had already amplified the attacks that caused the damage. Days later, the same Charles Hoskinson publicly demanded that Iagon's leadership be replaced. His words: the project "could collapse and erode token holders' holdings unless leadership changes." Let that sit for a moment. The man who said "I don't give a shit about your bag holders" is the same man demanding leadership changes at another project in the name of protecting token holders. The man who said "I will burn you to the ground" is the same man calling someone else unfit to lead. So I'll turn his own standard back where it belongs: If a leader's job is to protect token holders and act in the ecosystem's interest - is this the leader who should be wielding 160M ADA of community treasury? Is this the voice that should speak for Cardano - to investors, to enterprises, to regulators, to anyone watching what we are building? Token holders are not the enemy. Ambassadors are not the army. DReps asking questions are not attackers. This is OUR network. OUR treasury. OUR future. Not his. Vote accordingly.

Holger - Guarding our Vision!

31,084 görüntüleme • 3 ay önce

Kook says Hyperliquid is THE generational trade and he's trying to make 8 figures off it "This is THE generational trade bro. I think this will be the best trade I've ever made. It's almost there in terms of P&L for a single trade and I expect it to go up a lot more." "I'm trying to make 8 figures P&L off this and it's very within reach. Before it was going to go to $100, that's obvious now. I think $200 is pretty reasonable. After that I'm not thinking about it as hard, but $400 like, I look at it like time. You have this business that's aggregating so much attention, volume is up only, they print fees and then the fees are all just put into buying and burning the token." "The token itself is extremely deflationary. Then you have these ETFs buying and institutional positioning where they want to be exposed for a long period of time. The longer Hyperliquid exists the more money they make, the faster they make money, the more tokens are bought back and burned. So why wouldn't it go to $400? Nobody thought Bitcoin was going to go to $126k."

Kook says Hyperliquid is THE generational trade and he's trying to make 8 figures off it "This is THE generational trade bro. I think this will be the best trade I've ever made. It's almost there in terms of P&L for a single trade and I expect it to go up a lot more." "I'm trying to make 8 figures P&L off this and it's very within reach. Before it was going to go to $100, that's obvious now. I think $200 is pretty reasonable. After that I'm not thinking about it as hard, but $400 like, I look at it like time. You have this business that's aggregating so much attention, volume is up only, they print fees and then the fees are all just put into buying and burning the token." "The token itself is extremely deflationary. Then you have these ETFs buying and institutional positioning where they want to be exposed for a long period of time. The longer Hyperliquid exists the more money they make, the faster they make money, the more tokens are bought back and burned. So why wouldn't it go to $400? Nobody thought Bitcoin was going to go to $126k."

Kai

26,820 görüntüleme • 3 ay önce

Blockchains are getting busier and cheaper while their tokens crash "There's a great report from Bitwise showing this strange phenomenon. Blockchain adoption is increasing massively, but the tokens are dumping to Hades. Eth, Sol and Avax each fell approximately 50% or more over the past year" "Ethereum transactions increased from 121 million to nearly 240 million, but revenue on that dropped 41%. That's because there's more blockspace now, it's become a commodity, and that's made transactions cheaper. So even on more transactions they're making far less money, which is actually very good for the consumer. Solana processed nearly record transaction volume while its network revenue declined, and Avalanche C-chain transactions roughly quadrupled to 236 million while revenue fell to approximately $330,000" "More transactions prove that people want the product, but they don't prove that the token captures the value, which has become a huge problem. The tokens are priced based on speculation from previous cycles, and even if their utility increases, maybe it doesn't justify the price they're trading at"

Blockchains are getting busier and cheaper while their tokens crash "There's a great report from Bitwise showing this strange phenomenon. Blockchain adoption is increasing massively, but the tokens are dumping to Hades. Eth, Sol and Avax each fell approximately 50% or more over the past year" "Ethereum transactions increased from 121 million to nearly 240 million, but revenue on that dropped 41%. That's because there's more blockspace now, it's become a commodity, and that's made transactions cheaper. So even on more transactions they're making far less money, which is actually very good for the consumer. Solana processed nearly record transaction volume while its network revenue declined, and Avalanche C-chain transactions roughly quadrupled to 236 million while revenue fell to approximately $330,000" "More transactions prove that people want the product, but they don't prove that the token captures the value, which has become a huge problem. The tokens are priced based on speculation from previous cycles, and even if their utility increases, maybe it doesn't justify the price they're trading at"

The Wolf Of All Streets

20,446 görüntüleme • 1 ay önce