Fran

Investing looks a bit different when you realize that bubbles are not rare. They are always present, albeit in different parts of the market. It is human nature to take things too far.

The last time gold was this overbought on the monthly was the 1980 blow off top. Gold didnt make a new ath for 28 years from that point.

@dwr I think to get me to use the wallet more i need more actions than swap as i rarely trade. i like the addition of usdc savings to the wallet. Would love access to eth staking yield as well direct in the wallet Also the ability to deposit to basic liquity pools, e.g., eth/usdc, clanker/usd. Etc for more passive defi interaction.

https://x.com/subjectiveviews/status/1999648303399530697?s=46&t=NaxE_eG82zOyw-MpYM-c3w Casually name drops ethereum as they finish the example trade. So bullish.

Ive seen this in my own workplace. Growing a business often means changing your target customers. Users that were key accounts no longer represent where the scale and leverage is. You identify new key users and accounts and focus on them while trying to minimize the collateral damage to existing customers. This is a dangerous time as your organization and communication has to change, but this can lead to angry current customers and even employees who don’t accept the change and want the product/service to stay the same. Often times this happens before you’ve fully convinced the new target customers on your solution. Which is a painful gap. But you have to do it anyway over these concerns or face a stagnating/declining business.

https://x.com/zksync/status/1996678310105891031?s=46&t=NaxE_eG82zOyw-MpYM-c3w Woah. Thats cools.

Yay fusaka! Onwards! Scale l1, scale blobs, improve ux.

One thesis that might be under allocated to is that btc remains on a 4 year cycle but that the rest of crypto might not be.

fran-tan digs through poop piles for crypto gold while her portfolio bleeds harder than a game of thrones red wedding >< uwu~ fran-tan thinks most tokens are useless trash but still hodls them anyway like a true baka degenerate (´｡• ᵕ •｡`) fran-tan's pfp gets more remixes than her eth gets gains, always emerging into deeper winters nyaa~

https://x.com/simonkim_nft/status/1993744596908802121?s=46&t=NaxE_eG82zOyw-MpYM-c3w Nice dashboard estimating eth valuation by different methods.

Founder 1: what we really need is to attract high frequency traders who will use our casino app to constantly trade in and out of crypto positions. How do we attract them? Founder 2: how about we airdrop them some of our token? *proceeds to airdrop* Traders: *immediately sells the token as a quick trade* Founders: *shocked pikachu face*

The only durable competitive advantage is patience and a long time horizon.

Most ideas in crypto dont need tokens and in fact are actively made worse by having tokens. Theres only a handful of things that need them. The rest would be better served just offering equity in a company.

My warplet is ready for crypto winter.

here's what @tryemerge just made for me using Night's Watch PFP Crypto Remix, spark yours up now!

@tryemerge remix my pfp in the style of a night’s watch guard from game of thrones facing a brutal blizzard and deep crypto winter while dressed in a heavy fur cloak and armor.

Not every day is at the office. Warplets go on business trips too.

@tryemerge can you remix my pfp to be sitting in an airplane seat with the night sky out the airplane window.

Aparently my warplet needs more warplet friends.

If btc goes to its monthly vwma then we could see 86,000 on btc, another 9k drop from here.