buying traffic for a living, buying memecoins for fun. head of media buying. base/farcaster degen since 2021. belgrade
Joined November 2018
- Tweets424
- Following246
- Followers289
- Likes1.6K
Pinned Tweet
ok so my job is buying ad traffic. like few billion clicks a month, push, pops, in-app, whatever converts
my hobby is losing money on memecoins
same game tbh. some stuff from the inside nobody on X talks about 🧵
1
3
94
wtffffff
if this is real it's the biggest hack in crypto history. if it's not, it's binance moving funds again and CT losing its mind for 20 min. either way wtf
holy fuck
Binance Hot Wallet looks to be getting drained for about $2.53B in 60+ tokens on Ethereum
etherscan.io/tx/0x53bd38b816…
2
136
the tell is always the same. prices up, support suddenly nicer, "new ad formats" every month. seen it on a dozen networks. google is just doing it at trillion dollar scale
At first glance $GOOG earnings Yesterday looked great.
But since stock was down 7-10% I of course got curious what the market hated so much and now looked into it.
It's much simpler than I expected.
Remember when their stock crashed because investors got scared their ad business would get heavily replaced by AI competitors (prompt instead of search)?
It turns out that is now actually happening and they just did a great job hiding it for a long time.
The tweet from Max below does a fantastic job explaining it in great detail HOW they do it.
I've been in Media & Advertising for almost a decade and what he says is spot on.
I'll give you the short version: to hide the decline of their ad business they extract MORE from the remaining customers.
This is a typical sign of a media business that's doing poorly and the legacy media did the same.
For example many of the TV ad sellers increased prices of their slots to hide in their revenues that demand is going down every year.
This works for a while until buyers adjust, decide ROI is now too low and just flat out ditch the entire media spending category.
$GOOGL is still doing well in AI across the stack and they have very valuable assets, especially on the data (i.e. YouTube, Maps) and distribution side (Calendar + Gmail !).
But the decline of the ad business or at the very least lower than expected long term potential and growth has to be valued properly, becuase it's still a big chunk of the business.
This is another reason why I like more aggressive and direct exposure to my investment ideas like $NBIS for AI cloud.
When you buy these giants like $AMZN $META $GOOG $MSFT you of course get a lot of stability and safety, but you also always involuntarily diversify across all their businesses.
It's also worth mentioning that we're specifically seeing $GOOGL getting attacked in their advertising, NOT the entire industry, as $META is doing great with their ads. So this is a search ad specific thing, not industrywide!
1
42
70 year old tradfi legend got into HL before most of CT. we are not early anymore lol
I am excited to be an investor in trade(xyz) as they partner with ICE to bring 24/7 perpetual futures on Hyperliquid to the United States. As a market participant, I am looking forward to to using their innovative product to enhance my investment process.
2
53
the edge is never the creative. it's cutting bad sources faster than the next guy and scaling good ones. literally trading. cut losers fast, let winners run, keep a blacklist
1
21
chillyazz.eth retweeted
Weekly Update #13
What @gemoon_xyz team did last week:
> Integrated Alldomains, release and announcement coming soon
> Developed token holder list on the token page
> Polished branding to make our content on X more consistent
Key Metrics:
> Total Users: 4880
> X Followers: 1048
> Discord Members: 623
> Farcaster Followers: 1536
chillyazz.eth retweeted
Weekly Update #11
What @gemoon_xyz team did last week:
> Finalized the design for slippage settings
> Prepared the design for the token holders list
Key Metrics:
> Total Users: 3468
> X Followers: 962
> Discord Members: 701
> Farcaster Followers: 1,197
this week we shipped launchpad functionality in @gemoon_xyz to prod – and it snowballed fast. huge support, tons of feedback, and testnet already shows both our strengths and weak spots.
besides X we doubled down on farcaster – the right call. our miniapp climbed into the top 20 (even hit #13 today) which proves we built something unique and there’s real demand for Monad testnet here.
there’s still a lot ahead, but the roadmap is 🔥
i’ll keep sharing updates as we go.
chillyazz.eth retweeted
Gmonad and Gmoon everyone! @gemoon_xyz is live now 🚀
Over the past few months, we’ve achieved a lot, no VCs, no paid KOLs, just a team that knows how to ship. And that’s what really matters. Huge thanks to everyone who supported us at the very early stages and to the entire Monad community. You’re still early, this is just the beginning
I believe memecoins are more than just speculation, they’re a cultural phenomenon that pushes the boundaries of the onchain world. We know that behind every successful token, there’s a team facing countless challenges, which is why we make it a priority to reward creators alongside the token’s success
We also don’t want to limit creators. Our goal is to give both creators and users as much freedom as possible to decide how and where to trade. That’s why we ditched the usual bonding curve and create the pool directly on Uniswap
We’re just getting started, and there’s a lot more to come. Join us, trade, create, earn, and help shape the Monad trenches!
This quoted post is unavailable.
week by week gemoon keeps compounding. one day it’ll feel ‘sudden’ to everyone else.
@gemoon_xyz
3
57
