3 things CT consensus is extremely wrong about: - OpenSea is an NFT company and they must reward "OGs" handsomely at airdrop or die out. OS is a crypto company. TAM of crypto >>>>>>> TAM of NFTs. They understand this. - "top" CT accounts. Many "top" accounts here have <15k followers. Many >50k accounts are functionally worthless. Most "top" lists have a bunch of garbage on them. - there being a "right" choice between ETH/BTC. Both are going up and to the right forever. That decision was made behind closed doors about a year ago.

make tweeting part of your job everything else is a waste of time

Couple of predictions we’ll circle back to in a few months: - at least one crypto native finance streamer will go mainstream within the next 12 months. My bets are on Threadguy and my friends at Modern Market - there is an extreme lack of talent in the current influencer class when it comes to legitimately being onchain…and 3-4 hungry ppl will demonstrate competence+writing ability over the next 6 months and have explosive growth…probably on the back of storytelling via megaeth or smth like that. Legacy KOLs will continue to fade into obscurity as they’re replaced by ppl who not only can talk but also do - games *with crypto rails* will prove to be very viable. Good games that ppl play for fun, but have some background/under the radar crypto plumbing element (not speculative) will see great success as ppl realize the unlocks that crypto rails present

Even with the market chaos I'm still pulling in ~$195/day on my yield farms...and I'm making a few updates that should increase the yield to $225/day - Liminal - this is where the big changes are. I noticed yesterday that some cap-space opened up for pump and fartcoin, so I rebalanced my positions - went from 100% 2x HYPE to 33% fart/33% pump/33% 2x HYPE. Increased my APY from ~18% to ~28%. I'm also planning to move another ~$40k in idle stables into the Liminal farming wallet...which should increase my daily take by a decent amount. - Hydration APY has come to an equilibrium around 26%. I'm planning on pushing in another ~$10k from the monthly DOT rewards that should be coming in the next day or two... - Blast farm stays the same...humorously it barely got touched by the volatility yesterday Altogether the shift should increase my daily earnings by ~$30...which means we'll be pulling ~$225/day or ~$6750/month here. Gud tek. DeFi wins. I'll probably make one of these highlighting some interesting non-stable/non-single side LP spots soon if there's interest :)

I wonder who predicted months ago that the most sought after hire for crypto startups in the next 12 months would be a storyteller/mindshare guy… Right and early…again BreadGuy -> Mega ico -> Proof of Play Who’s up next?

So to recap this week: - got to ship a fun game that thousands of ppl are enjoying every day (and we’re profitable!) - hit a 1m view post for the first time - got to take part in a small roundtable Q&A with Brian Armstrong (thanks @AlexOnchain) - got to go on a bunch of livestreams and talk crypto with my friends …and all of that was literally part of my job. Insanely fortunate. Unreal life.

Biweekly poll time: How much are you expecting your Elon Stimmy to be?

Cannot believe what Wintermute is going to all of my coins rn

Will not lie bros, -$300 on ETH from 3800 -> 3500 feels just as bad as -$300 on ETH from 1700 -> 1400 we may never have a green day in crypto again

Think you probably fullport HYPE if it touches $36 again and just forget about everything for a couple months