Tim0x

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Web3 Creator
DeFi Analyst
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In the past 1 year, M&As takes up 12.8% of fundraising deals and in the past 2 years, M&As only represent 8.8% of the pie signaling the rise in the interest of companies
M&As in TradFi is quite different compared to crypto where most products have tokens leading to rugging and this begs the question of:
- Why the sudden rise in M&As?
- Why are tokens excluded from most M&As?
Read here to get your questions answered and your thoughts confirmed:
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It makes no sense for anyone to be farming @farcaster_xyz for airdrop allocation.
Farcaster acquired Clanker sometime last year, Since Clanker has a token and farcaster doesn't, introducing a new token will be a burden to the team.
CLANKER-5,51%
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Crazy how fast we moved from bullposting privacy as the next meta to talking about the art of vibecoding.
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Prediction Markets as a category has gained market fit but temporary critical mass despite adoption.
Mainly because key ecosystem movers aren't involved making prediction markets sit at a local top with other factors including:
- Insufficient liquidity for the big players.
- Setting parlays as a bug and not a feature if compared to traditional betting platforms.
- Inability to factor in every probable happening per market event.
More of this is covered in my article:
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Prediction Markets as a category as gained market fit but temporary critical mass despite adoption.
Mainly because key ecosystem movers aren't involved making prediction markets sit at a local top with other factors including:
- Insufficient liquidity for the big players.
- Setting parlays as a bug and not a feature compared to traditional betting platforms.
- Inability to factor in every probable happening per market event.
More of this is covered in my article:
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Provided you have a token, it becomes the product.
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It took CT a decade and a half to discover what tokens and equities mean.
Might take another decade to have a discourse of SAFTs and SAFEs.
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The greatest moat in view for apps in development is to own users.
This alone will only happen with total inclusion of all asset classes.
Wallets especially are desirable frontends which aim to own users but not all asset classes will thrive and gain traction on wallets.
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Feels like Pasternak wronged everyone this year.
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When everyone says "privacy is the next meta" majority say this because of the $ZEC run.
But it's pretty easy to understand that from first principles crypto always wanted adoption and for retail/institutions to adopt crypto, there is a need for a layer that runs similarly to the traditional system.
Privacy is that layer.
ZEC-9,49%
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aman1768vip:
No one can clearly explain what privacy coins are.
The biggest loophole in our industry is projecting future revenue of projects but this is barely done cos not all tokens are created equally.
All projects despite similarities have a different supply and demand side which makes estimation biased if a unified framework is used across.
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Why does everyone want to square in a 5 year timeframe into a 1 year timeframe?
Some forecasts/predictions are just way ahead of the present and near present. Cut me some slack.
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At the moment CT is inclined to paying attention to top revenue generating applications, in reference to the past 30 days, on BASE ecosystem, SynFutures and Gains Network tops in terms of revenue.
Just like any VC, you might need an exposure on the tokens of these platforms.
Best way to do this is making use of @glider_fi.
What is Glider?
@glider_fi provides the solution of easy managing of portfolio across different ecosystem from BASE to Solana down to other future ecosystem while using automated strategies using an engine provided by the platform.
As an example, I recently got interested
F-1,37%
GNS-2,12%
SOL1,48%
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I can’t be the only one who thinks about how the next black swan event will shape and tilt the trajectory of our stories.
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In the morning I listen to “Landslide by Fleetwood Mac” and in the afternoon I listen to Afrobeats.
The duality of man.
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This has to be my best bet on @Polymarket so far.
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Over $40M has been staked to @bulktrade but 47% of the total stake was carried out on @sanctumso.
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Over $4M has been staked to @bulktrade but 47% of the total stake was carried out on @sanctumso.
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Who are the top IYIs that you know?
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