Overlooked point about Bitcoin's maturity: Non-crypto enthusiasts would at least agree that the potential for Bitcoin's market cap is to eventually flip Gold. And Gold's market cap keeps rising. HORSE

This man has some of the best takes out there consistently

What was the most profitable software company in Q1 2024?

Ethereum.

Ethereum generated $370m in profit on $825m in revenue for about a 45% net income margin.

The chart above shows both the historical performance & also explains how web3 blockchains like Ethereum generate

Huge pet peeve in crypto is projects naming themselves partially after a layer 1. Why would you name a product after the infrastructure it's built on.

Any sufficiently convincing consolidation will include people claiming 'it's over.'

Flawless Helium Mobile outdoor wifi handoff in the East village 👀 amir 🛡️ abhay 🎈

antiprosynthesis.eth ⟠ Most people know i'm a huge fan of ethereum, always have been, and happy to call out BTC maxis for their constant nonsense.

ETH maxis fail to understand however that even in a chart like this, what is conveyed is *predictability* in Bitcoin, and *unpredictability* in ETH.

We are about one year into Photo Finish™ LIVE 🌹 🐎 Virtual Horse Racing

More horses. More racing. More stables.

Players are earning millions.

I sure hope we find product market fit soon so i can reach back out to some
thought-leading thesis-driven VC's

Imagine when Wall Street realizes Coinbase is printing $500M+ in annual revenue from an Ethereum rollup.

Base may be the ultimate catalyst that gets enterprises building onchain.

Send it higher.

Seems like yesterday this was under 2,000 cars. $DIMO connected vehicle growth feels like the early magical Helium days.

Morgan stanley needs a top new strategist

I would love to see this man’s early stage AI portfolio

#bitcoin zero is still the likely case (60-70%)

if you own #bitcoin , understand it's a highly manipulated currency, with no rules or regulations.... if you didn't get in early, you're the sucker at the table.

$3,700.... ouch.

CNBC anchors turning on gary on live TV now

The NET cumulative flows for the 10 bitcoin ETFs (incl GBTC) has doubled in past 3 days to over $3b (for context it took $GLD nearly 2yrs to get to this point) after another half a billion yesterday. The Nine alone are nearing $10b in flows. Chart via ⁦BitMEX Research⁩

Pretty surreal. Wonder what this allocation is in 5 years.

Fidelity has a 1-3% bitcoin allocation in their 'All-in-One' asset allocation funds in Canada, using spot bitcoin ETFs. The 'Conservative' version is posted below.

When and if this become the norm for portfolios in the US, wow... The Wolf Of All Streets

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