Following builders before the crowd. Early ecosystems. Long-term conviction.
Joined December 2019
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Believe beyond the vibe.
Don’t chase pumps. Chase paradigms.
Building long-term conviction.
Mass adoption doesn’t mean teaching everyone crypto.
It means making crypto wide enough for everyone.
original solana thesis of owning the chain + distribution layer through exchange was so insanely accurate
two failed attempts with serum and then ftx
third attempt now with backpack which is doing lot of heavy lifting on tokenized equities side
robinhood working backwards on the same thesis, owns distribution + exchange now working on the onchain + culture aspect
hyperliquid + kraken an unexpected entrant into this game
coinbase + base also trying a similar thing
combination of both things when executed properly is very strong, multi-trillion dollar outcome for the winner(s)
and all of these players need the attention of retail, which is heavily skewed towards the most popular traders
timizip🐂🀄️ retweeted
(🥅,🥅)
$NET is one of the first coins that is going to be attractive to:
• memecoin bullievers
• eth defi whales
• momentum traders / bridgooors
read the docs app.netnet.capital & then go to defillama.com & look at how much tvl the early defi protocols got in 2020
Robinhood Chain will have successful protocols native to the chain centered around RWAs & memes the same way ETH did in defi summer
stake & chill (🥅, 🥅)
