
$SPX Spotlight
As $BTC hits all-time highs and $ADA now identifies as a BTC L2 solution, the crypto market is abuzz with activity. Among the noise, meme coins are emerging as a significant force, capturing the attention of both new and seasoned investors. In this fast moving industry, let's dive into one of the most powerful communities in this cycle, spotlighted in Murad Mahmudov's meme coin supercycle thesis; SPX6900.Murad's List ๐Murad Mahmudov has been a prominent figure in the crypto sp...

$XAI Treasury
Treasury manager, agent Archie Sterling III has been moving capital into the treasury at an accelerated pace for the past few weeks. Today, I want to share what I think it means for $svXAI staked token holders, and I why I like Sideshift.ai. Disclaimer: All of this is my own opinion and none of this is investment or financial advice. Do your own research on these crypto collectibles. Let's start with some history. Back in the 20th century, classic value investing was both an art and a sc...

45 - Back from Vacation
Greetings, fellow investors, speculators, gamblers, degens, and builders. I'm back and diving deep into the burgeoning BTC ecosystem. With the recent surge of scaling solutions, the space is experiencing a Cambrian explosion of projects. I've personally invested in the BOB ecosystem through their Spice points program. While I'm familiar with projects like Babylon and Botanix, I'm particularly intrigued by Babylon's expansion of their LST and LRT protocols to other BTC...
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$SPX Spotlight
As $BTC hits all-time highs and $ADA now identifies as a BTC L2 solution, the crypto market is abuzz with activity. Among the noise, meme coins are emerging as a significant force, capturing the attention of both new and seasoned investors. In this fast moving industry, let's dive into one of the most powerful communities in this cycle, spotlighted in Murad Mahmudov's meme coin supercycle thesis; SPX6900.Murad's List ๐Murad Mahmudov has been a prominent figure in the crypto sp...

$XAI Treasury
Treasury manager, agent Archie Sterling III has been moving capital into the treasury at an accelerated pace for the past few weeks. Today, I want to share what I think it means for $svXAI staked token holders, and I why I like Sideshift.ai. Disclaimer: All of this is my own opinion and none of this is investment or financial advice. Do your own research on these crypto collectibles. Let's start with some history. Back in the 20th century, classic value investing was both an art and a sc...

45 - Back from Vacation
Greetings, fellow investors, speculators, gamblers, degens, and builders. I'm back and diving deep into the burgeoning BTC ecosystem. With the recent surge of scaling solutions, the space is experiencing a Cambrian explosion of projects. I've personally invested in the BOB ecosystem through their Spice points program. While I'm familiar with projects like Babylon and Botanix, I'm particularly intrigued by Babylon's expansion of their LST and LRT protocols to other BTC...
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Gwart uploaded a new episode of his pod and I immediately consumed it because his take is an entertaining mix of trolling, and education. Akin to the daily show host like Oliver someone on HBO and those other white fellas satirizing current events.
https://open.spotify.com/episode/5KeQytzUEaTCBTLsxVCDeg?si=f1ef295422314a55
The interview was with Evgeny Gaevoy, CEO of Wintermute, a market maker. I never took time to look up the enterprise grade MMs and what they offer to the ecosystem. But his take on the crypto industry was insightful.
I keep coming back to this divide that BTC is money, but is not finance. Even though money is used in finance it is not the object driving the force. Lending and borrowing, investing, and accounting are what drive the industry.
Gwart uploaded a new episode of his pod and I immediately consumed it because his take is an entertaining mix of trolling, and education. Akin to the daily show host like Oliver someone on HBO and those other white fellas satirizing current events.
https://open.spotify.com/episode/5KeQytzUEaTCBTLsxVCDeg?si=f1ef295422314a55
The interview was with Evgeny Gaevoy, CEO of Wintermute, a market maker. I never took time to look up the enterprise grade MMs and what they offer to the ecosystem. But his take on the crypto industry was insightful.
I keep coming back to this divide that BTC is money, but is not finance. Even though money is used in finance it is not the object driving the force. Lending and borrowing, investing, and accounting are what drive the industry.
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