Himura
@aceddeca1
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Following
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NFA. Curious about AI/ML, Blockchain, Options, Stocks, and 🥃
metaverse
Joined September 2022
My mental model: $BTC - you have no stake in the network, just in the commodity that I believe to be a good store of capital w/ diminishing returns with regards to appreciation when drawn out distant in the future $HUT / BTC mining - a stake in the BTC network and process of exchanging energy for BTC $MSTR - BTC financial services, nascent but potential to charter design space that people haven’t considered (they were first to issue debt to buy BTC) $SOL - gas, not money … needed to use the network and price is volatile $DSOL / LST - equivalent of setting up a toll booth to make money on volume of traffic so profitability is with regards to there being interesting things to do on the Solana network (JTO is same thing) $PYTH - same mental model as LST as a toll booth but the networks are limited to the number of chains and only collect on the question of what is price $W - same mental model as LST bu again network limited to number of chains and only collect on the communication and coordination of assets between chains $JUP - toll collected on swaps within Solana and now potentially with omnichain much more design space and a buyback program My long term bets are generally broad … my concentrated bets are DRIFT, PRCL, and KMNO within Solana. My SUI is probably just SEND for now. These projects I tend to just try to earn tokens over buying if I can in this phase … I want to build stables for what comes end of the year
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RT @POTUS: "@RobertKennedyJr is going to lead a great national mission to MAKE AMERICA HEALTHY AGAIN... I think he's going to do things tha…
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RT @WhiteHouse: "President Trump and I did a handshake, and everything that he told me he was gonna do, he has done. And I'm so grateful to…
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@jup_dao with claiming ASR tokens it would be nice to the project to also provide next steps for staking or locking on the claim site. Might help reduce selling pressure
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RT @jamelholley: Now that my brother @RobertKennedyJr placed that hand on the BIBLE, sworn to OATH and it's official -- I got some things t…
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Goodwill from a brand is being migrated and minted on Solana via $DOOD on Solana!
introducing $DOOD, the official token of Doodles. the creative revolution is here.
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RT @ScottPresler: To RFK Jr. & Nicole Shanahan, I offer the most sincere congratulations & also want to express our gratitude. Thank yo…
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I dunno. I feel like wormhole is the closest to it especially with NTT token standard. If adopted it seems the simplest way to coordinate liquidity across chains. Seems to be working fine for Securitize - BUIDL and Apollo as well as USDS w/ Sky. Not sure what Franklin Templeton is using
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RT @solananew: 🚨BREAKING: BINANCE SENT 220,000 SOL TO WINTERMUTE IN THE PAST 24 HOURS—DESPITE SHOWING ONLY 4,179 SOL IN ITS PROOF OF RESERV…
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