happy to host an amazing crowd onboard to sail into the sunset and take a breather away from the hustle and chaos of TOKEN2049 hosting yacht events is never easy, as you can't over-invite, everyone has to be on time, and you're asking busy people to take 2–3 hours out of their schedules to sail out into the ocean just to catch a sunset but when done right, it's easily one of the best experiences for building genuine connections a highly curated, high-trust environment where everyone is on the same boat for hours, with barely any internet connection and nothing to distract them from being fully present in conversations watching the sunset, singing karaoke, sipping wine, and having genuine conversations without the constant noise and distractions of the city sometimes the best networking happens when you stop chasing contacts, slow down, and simply enjoy the company of great minds glad everyone had a great time, and hopefully i can make this a yearly tradition with a bigger and fancier yacht each year had an incredible mix of builders from Starknet Fdn, Sei Fdn, GSR, OKX dex, Amber Group, RiseX, 0xMedia, DefiLlama, a few DeFi protocols, and some of the best traders in the space onboard cheers to more sunsets together, genuine connections, and unforgettable moments with great people 🥂

0 support for your chain rn - No listings other than Cashcat - Coinbase/Upbit are listing your eco coins before you - No mentions of your chain during the summit - Vlad was “hands on” 2 months ago w/ subtle tweets now is doing nothing You guys had all the momentum. Was the first Onchain PVE moment in a long and RH just let it die. Going down the same path as BASE is not what you want RH chain was making millions of dollars a day. If you capitalize on that and push it, it will be you’re #1 highest grossing product in your own ecosystem Every coin is going to 0. People are losing faith. There is a huge opportunity with tokenized stocks paired to memes that can ignite the next onchain bullrun. Best meta we’ve had in a long time. Take advantage of it.

This is probably a controversial take but I think we won't see a pure meme above 1 billion market cap this cycle. The reason for that is that the market has matured and evolved. Trading memes has become a hyper optimized game that is just a wealth transfer from new participants to those who have the right tools. Last cycle a normie could buy a viral tiktok meme, log off and hope for the best. This cycle we have a dozen launchpads on a dozen chains with a dozen launch settings. It is near impossible for a normie to navigate through all of this. Even if they managed to do so, there is a 90% chance another token with a slight difference tries to vamp. This isn't only bad for normies but also for the whole ecosystem. The liquidity is spread among 5 different tokens on the same narratives. A coin that would've went to 5 million now now splits that capital between 10 different coins that all top at 1 million. People would rather take a shot at a 10x on a vamp than ride the original to a billion. This mindset forces all other participants to adapt or die. Above a certain market cap there is no marginal buyer left for a coin with no fundamental value anymore. Degens already bought. Funds can't underwrite it. And whoever is still on the sidelines has 50 other coins competing for the capital. Going forward I think the only tokens that can reach a billion are tech coins. Real innovation in AI or tech, plus a value accrual mechanism that creates an outside bid. Something buying the token that isn't just the next degen. That outside bid is the key part. Revenue funded buybacks, burns tied to usage, a reserve that grows with volume. A buyer that shows up whether sentiment is good or bad. Pure memes don't have that. AI is 100x more efficient than last cycle. I'm sure we will see a lot of innovation happening through crypto rails this cycle. RWA paired memes sit somewhere in between. They have meme distribution and community with a real asset or a real narrative beneath them. The question here is whether that middle ground is enough to break through the ceiling pure memes keep hitting. I think it can be. The attention engine of a meme plus a reason to hold beyond attention is a combination we haven't seen run at scale yet. In practice this means the ceilings on pure memes are lower than people price in. Take profits earlier on runners. Spend more time looking for coins with an outside bid. Pure memes won't be the runners of this cycle.

enjoyed going through this back and forth between goodalexander and beni on $CBRS prefer more of this kind of content and discussion re markets had jippity make a ld style flow for the graphically inclined

เห็นด้วยฝุดๆ มุมมอง thesis ต่างกันเป็นเรื่องปกติ ถูกบ้างผิดบ้าง กระทบกันบ้างเบาๆ แต่ยังไงก็ไม่สนับสนุนให้ใช้อารมณ์หยาบคายดูถูกเหยียดหยามคนอื่นคับ เก่งแค่ไหน รวยแค่ไหน ดังแค่ไหน ผมก็ไม่ให้ค่า เพราะไม่มีมารยาทพื้นฐานทางสังคม คนเราทำอะไร เจตนาลึกๆ เรารู้ดีว่าทำเพื่อใคร เพื่อให้ทุกคน รวมทั้งตัวเองและคนอื่นได้ประโยชน์ร่วมกัน หรือทำเพราะเห็นแก่ตัวเองเป็นหลัก เลยต้องไปโจมตีคนอื่น🫪 สุดท้าย ผมชอบลงทุนคริปโต เพราะผมว่ามันสนุกกว่าลงทุนตลาดอื่น - มีนวัตกรรมการเงินใหม่ๆให้อ่าน ให้รู้ว่าความโลภคนมันเหมือนเดิม - มี tech แนวหน้าที่สุดของโลกที่แม้แต่ กฎหมาย/policy ยังตามไม่ทัน - มีมีมฮาๆ มาให้ขำตลอด ผมเอนจอย ผมไม่อยากให้ใครมาทำคอมมูเราดราม่า toxic เสียบรรยากาศหมด ถถถ

@risextrade ผมได้กาวบางอย่างมาจาก @shernlockohm ผมเลยต้องหาวิธีได้แต้มเยอะๆ ด้วยงบจำกัดให้ได้มากที่สุด Week 10 ผมเน้นถือ OI ยาวๆแทบไม่เทรดอะไร แต้มลดเยอะมาก Week 11 ลองทำ Volume เพิ่มมากขึ้น รอดูผลลัพธ์