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“The old flywheel-driven growth approach is probably a lot harder to replicate going forward... We want to see applications where, despite market conditions, users still want to pay to use them.” — Arthur, CEO & CIO of DeFiance Capital When crypto application revenue is overly dependent on market activity,...

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YZi Labs

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25,945 просмотров • 9 дней назад •via X (Twitter)

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Комментарии: 3

Фото профиля Vitali
Vitali8 дней назад

@arthur0x @DeFianceCapital Сборище скамерских уебков

Фото профиля Phenomenon Capital
Phenomenon Capital8 дней назад

the industry has been addicted to subsidized growth for so long that we forgot what actual product market fit looks like. paying for convenience or utility is the only filter that matters when the casino noise fades. it’s time we stop underwriting vanity metrics and start looking for the apps people keep open in their tabs even when the charts are bleeding red

Фото профиля Raj
Raj9 дней назад

@arthur0x @DeFianceCapital damn straight. need apps people actually want to use not just what pumps when btc sneezes

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Few people are actually paying attention to the fact we are on the edge of a generational bull run in Bitcoin and crypto that will be spearheaded by the Clarity act and Market Structure bill. There is going to be insatiable demand for digital assets once the market digests this.
1:40

Few people are actually paying attention to the fact we are on the edge of a generational bull run in Bitcoin and crypto that will be spearheaded by the Clarity act and Market Structure bill. There is going to be insatiable demand for digital assets once the market digests this.

The ₿itcoin Therapist

38,770 просмотров • 7 месяцев назад

People really need to stop using the betting market as a poll, because the truth is the betting market this far out is never going to be accurate for multiple reasons. Number one: A lot of people make bets on emotions, not data. Number two: It’s incredibly easy to manipulate the market for pump and dumps. Number three: It’s even easier for people with a lot of money who want to control the narrative to manipulate the market for political messaging. The bottom line is, the most accurate a betting market is when it comes to political candidates, is the day of the election, and the further out from Election Day it is, the more inaccurate it will be.
2:58

People really need to stop using the betting market as a poll, because the truth is the betting market this far out is never going to be accurate for multiple reasons. Number one: A lot of people make bets on emotions, not data. Number two: It’s incredibly easy to manipulate the market for pump and dumps. Number three: It’s even easier for people with a lot of money who want to control the narrative to manipulate the market for political messaging. The bottom line is, the most accurate a betting market is when it comes to political candidates, is the day of the election, and the further out from Election Day it is, the more inaccurate it will be.

The Misfit Patriot

34,178 просмотров • 4 месяцев назад

"People made a fundamental miscalculation about the market DeFi is going after. If you think DeFi is servicing the crypto market that is a $2 trillion market. But DeFi is going to service crypto equities and bonds. That is a $300 trillion market. A 150x error" Matt Hougan on why DeFi is being rerated and why the phase shift happening in these assets is just getting started "You are now lending tokenized stocks on Morpho. That was not something we were talking about a year ago. It was a fantasy" "Rerate the market up 150x and rerate value capture from zero to something. That is why you are getting a phase shift in these assets" "People are realizing they need to adjust to the crypto takes the entire capital market phase. In which case DeFi is probably a lot bigger than it looks today"
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"People made a fundamental miscalculation about the market DeFi is going after. If you think DeFi is servicing the crypto market that is a $2 trillion market. But DeFi is going to service crypto equities and bonds. That is a $300 trillion market. A 150x error" Matt Hougan on why DeFi is being rerated and why the phase shift happening in these assets is just getting started "You are now lending tokenized stocks on Morpho. That was not something we were talking about a year ago. It was a fantasy" "Rerate the market up 150x and rerate value capture from zero to something. That is why you are getting a phase shift in these assets" "People are realizing they need to adjust to the crypto takes the entire capital market phase. In which case DeFi is probably a lot bigger than it looks today"

The Wolf Of All Streets

36,903 просмотров • 2 месяцев назад

CZ: THERE IS NO EXIT FROM CRYPTO FOR ME Binance founder CZ says the 4-year crypto cycle is still playing out like normal. He compared today’s market to the 2022 cycle lows after Luna and FTX, noting crypto is still far higher than where it bottomed last cycle. “I think it’s just a normal cycle… every cycle is higher.” 📈
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CZ: THERE IS NO EXIT FROM CRYPTO FOR ME Binance founder CZ says the 4-year crypto cycle is still playing out like normal. He compared today’s market to the 2022 cycle lows after Luna and FTX, noting crypto is still far higher than where it bottomed last cycle. “I think it’s just a normal cycle… every cycle is higher.” 📈

CryptosRus

24,560 просмотров • 2 месяцев назад

What is happening in Zimbabwe’s property market is mostly a case of cash-rich investors hardening their money in property, rather than a demand-driven property boom. That presents considerable latent potential in the market when the economy eventually formalises and the credit market begins to blossom. What are your thoughts?
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What is happening in Zimbabwe’s property market is mostly a case of cash-rich investors hardening their money in property, rather than a demand-driven property boom. That presents considerable latent potential in the market when the economy eventually formalises and the credit market begins to blossom. What are your thoughts?

Tinashe

17,736 просмотров • 1 месяц назад

It was great speaking to industry leaders about crypto today. Happy to have onboarded a lot as well. A lot of people want to hold crypto. We need to do a lot more as an ecosystem. The market is too big. Let's keep building. $RWA ( $XRWA ) is the ticker.
1:53

It was great speaking to industry leaders about crypto today. Happy to have onboarded a lot as well. A lot of people want to hold crypto. We need to do a lot more as an ecosystem. The market is too big. Let's keep building. $RWA ( $XRWA ) is the ticker.

Ugochukwu Aronu 🕊

18,403 просмотров • 11 месяцев назад

Complacency is the biggest killer in crypto. When the market gives you the gift of profits, make sure to lock it in. Because it gets stripped away from you just as fast. This is even more pertinent this cycle due to altcoin dilution/speed of rotations.
1:46

Complacency is the biggest killer in crypto. When the market gives you the gift of profits, make sure to lock it in. Because it gets stripped away from you just as fast. This is even more pertinent this cycle due to altcoin dilution/speed of rotations.

Miles Deutscher

47,113 просмотров • 1 год назад

Every major market has moments that change the way people look at it. Crypto could be approaching one of those moments. ━━━━━━━━━━━━━━━━━ 📜 The CLARITY Act aims to provide clearer rules for the crypto industry. 🏦 That could make it easier for large institutions to participate with greater confidence. 📈 More participation often means more liquidity, stronger adoption, and a market that continues to mature. ━━━━━━━━━━━━━━━━━ Whether you're holding BTC, ETH, or just keeping an eye on the space, this is one of those developments worth following. I've been watching the discussions closely because if the market enters a new chapter, I want to be paying attention from day one. Think you know where crypto is headed next? You can make your own predictions on major crypto events and market outcomes in the Markets section on 👇 Do you think regulatory clarity will be the next big catalyst for crypto, or will something else drive the market forward first?
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Every major market has moments that change the way people look at it. Crypto could be approaching one of those moments. ━━━━━━━━━━━━━━━━━ 📜 The CLARITY Act aims to provide clearer rules for the crypto industry. 🏦 That could make it easier for large institutions to participate with greater confidence. 📈 More participation often means more liquidity, stronger adoption, and a market that continues to mature. ━━━━━━━━━━━━━━━━━ Whether you're holding BTC, ETH, or just keeping an eye on the space, this is one of those developments worth following. I've been watching the discussions closely because if the market enters a new chapter, I want to be paying attention from day one. Think you know where crypto is headed next? You can make your own predictions on major crypto events and market outcomes in the Markets section on 👇 Do you think regulatory clarity will be the next big catalyst for crypto, or will something else drive the market forward first?

F E R R U M ( ♟,♟)

13,255 просмотров • 1 месяц назад

Crypto still feels strong to me even with all the chop and mood swings in the market. One thing that stood out in my conversation with Brian Sozzi is that even in a down cycle the rails keep getting better, from faster settlement to deeper institutional adoption, clearer regulation, growing ETF activity, and even sovereigns starting to step in.
0:46

Crypto still feels strong to me even with all the chop and mood swings in the market. One thing that stood out in my conversation with Brian Sozzi is that even in a down cycle the rails keep getting better, from faster settlement to deeper institutional adoption, clearer regulation, growing ETF activity, and even sovereigns starting to step in.

John D'agostino

87,484 просмотров • 6 месяцев назад

The End of the 4-Year Bitcoin Cycle — Why the BTC "Capital Cycle" is Next w/ Alex Leishman | Bitcoin Magazine Podcast Ep 15 "Bitcoin is where people park wealth. When they want to start doing things with it, we see cycles. The capital will cycle back — the question is when." Everything lined up for Bitcoin, and then AI sucked the oxygen out of the room. Was this just the typical 4-year cycle in action, or is a new market dynamic taking shape? Alexander Leishman 🇺🇸 of River discusses with Brandon on where the capital actually went, and what the future holds for BTC market cycles.
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The End of the 4-Year Bitcoin Cycle — Why the BTC "Capital Cycle" is Next w/ Alex Leishman | Bitcoin Magazine Podcast Ep 15 "Bitcoin is where people park wealth. When they want to start doing things with it, we see cycles. The capital will cycle back — the question is when." Everything lined up for Bitcoin, and then AI sucked the oxygen out of the room. Was this just the typical 4-year cycle in action, or is a new market dynamic taking shape? Alexander Leishman 🇺🇸 of River discusses with Brandon on where the capital actually went, and what the future holds for BTC market cycles.

Bitcoin Magazine

19,345 просмотров • 2 месяцев назад

Commodity market guru Jeff Currie on the temporary drop in oil prices: "The market is overshooting to the downside... Basically you've had a buyer strike... In terms of thinking about what that means a month from now, you have a lot of pent-up demand that's going to come back."
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Commodity market guru Jeff Currie on the temporary drop in oil prices: "The market is overshooting to the downside... Basically you've had a buyer strike... In terms of thinking about what that means a month from now, you have a lot of pent-up demand that's going to come back."

Steve Hanke

20,460 просмотров • 3 месяцев назад

Illia: The crypto market is entering its consolidation phase, and only a few will survive. "The times where it was like, 'Hey, we're going to buy this asset because then there's going to be a bunch of retail coming in' is kind of going away." What matters now: revenue, real users, and tokens that give you actual capabilities when you stake them. FT Arthur Hayes Illia (root.near) (🇺🇦, ⋈) Andy Robbie Klages The Rollup.
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Illia: The crypto market is entering its consolidation phase, and only a few will survive. "The times where it was like, 'Hey, we're going to buy this asset because then there's going to be a bunch of retail coming in' is kind of going away." What matters now: revenue, real users, and tokens that give you actual capabilities when you stake them. FT Arthur Hayes Illia (root.near) (🇺🇦, ⋈) Andy Robbie Klages The Rollup.

Milk Road

11,657 просмотров • 3 месяцев назад

JUST IN: Robinhood CEO says crypto is already taking a “disproportionate share” of prediction market activity. He expects users to increasingly trade views on crypto, Fed rates, legislation like the CLARITY Act and much more. “Within a few years, sports will actually be in the minority.” 👀
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JUST IN: Robinhood CEO says crypto is already taking a “disproportionate share” of prediction market activity. He expects users to increasingly trade views on crypto, Fed rates, legislation like the CLARITY Act and much more. “Within a few years, sports will actually be in the minority.” 👀

CryptosRus

20,068 просмотров • 4 дней назад

Ackamn noted that the market is heavily distracted by momentum and hype specifically regarding semiconductor/memory chips and new IPOs. This obsession drains attention and capital away from massive, highly profitable tech incumbents. Ackman named $META and $MSFT, noting that the market currently treats them as old-fashioned companies. This lack of excitement makes fundamentally dominant mega-caps "very cheap" on a relative basis compared to overvalued, hype-driven sectors. Even $NVDA has recently become a lot cheaper on a price to growth basis as the market continues to follow momentum.
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Ackamn noted that the market is heavily distracted by momentum and hype specifically regarding semiconductor/memory chips and new IPOs. This obsession drains attention and capital away from massive, highly profitable tech incumbents. Ackman named $META and $MSFT, noting that the market currently treats them as old-fashioned companies. This lack of excitement makes fundamentally dominant mega-caps "very cheap" on a relative basis compared to overvalued, hype-driven sectors. Even $NVDA has recently become a lot cheaper on a price to growth basis as the market continues to follow momentum.

CapexAndChill

164,164 просмотров • 3 месяцев назад

The demand for $RLUSD and institutional-grade yield is showing up across the world. Want to know where the biggest share of SOIL users comes from? The U.S. leads with 30%. 🇺🇸 One of the world’s deepest capital markets is clearly paying attention to real on-chain yield.
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The demand for $RLUSD and institutional-grade yield is showing up across the world. Want to know where the biggest share of SOIL users comes from? The U.S. leads with 30%. 🇺🇸 One of the world’s deepest capital markets is clearly paying attention to real on-chain yield.

Soil

20,093 просмотров • 6 месяцев назад

Bloomberg's James Seyffart on why ETF flows are a mirror, not a signal "They're just a piece of the pie. Honestly, they reflect what's going on in the broader market more than anything. There was a time where you got an ETF on an underlying asset and that actually moved the market, people thought it was going to bring more demand, whatnot. There's some truth to that." "But for the most part it's just reflecting what's going on in the market. We had some puking in June when the whole market was puking, which was the first time the ETFs really puked up some Bitcoin. It's really just a reflection of what's going on." "And some underlying heartbeat of demand, I think, is true from advisors."
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Bloomberg's James Seyffart on why ETF flows are a mirror, not a signal "They're just a piece of the pie. Honestly, they reflect what's going on in the broader market more than anything. There was a time where you got an ETF on an underlying asset and that actually moved the market, people thought it was going to bring more demand, whatnot. There's some truth to that." "But for the most part it's just reflecting what's going on in the market. We had some puking in June when the whole market was puking, which was the first time the ETFs really puked up some Bitcoin. It's really just a reflection of what's going on." "And some underlying heartbeat of demand, I think, is true from advisors."

The Wolf Of All Streets

30,096 просмотров • 15 дней назад

SEC Chair: Will issue crypto market rules if the Clarity Act fails to pass On July 27, 2026, SEC Chairman Paul Atkins Paul Atkins discussed the Clarity Act and the regulation of the U.S. crypto market structure during a CNBC interview. He stated that he is optimistic about Congress passing the bill, with the SEC actively assisting by answering questions and providing technical support. If Congress ultimately fails to act, the SEC is ready, willing, and able to issue rules to address the issues involved in the Clarity Act and improve regulation in other areas of the crypto market. However, Atkins believed that SEC rulemaking cannot replace congressional legislation. The crypto market ultimately still needs a statute to provide more lasting certainty and establish clear safeguards for future regulatory direction and market development.
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SEC Chair: Will issue crypto market rules if the Clarity Act fails to pass On July 27, 2026, SEC Chairman Paul Atkins Paul Atkins discussed the Clarity Act and the regulation of the U.S. crypto market structure during a CNBC interview. He stated that he is optimistic about Congress passing the bill, with the SEC actively assisting by answering questions and providing technical support. If Congress ultimately fails to act, the SEC is ready, willing, and able to issue rules to address the issues involved in the Clarity Act and improve regulation in other areas of the crypto market. However, Atkins believed that SEC rulemaking cannot replace congressional legislation. The crypto market ultimately still needs a statute to provide more lasting certainty and establish clear safeguards for future regulatory direction and market development.

Wu Blockchain

18,081 просмотров • 1 месяц назад