So weird to see Wall Street suits peddling bitcoin, Ethereum and on-chain assets on CNBC nonstop... and everyone's nodding along. Degens and outsiders have been saying the same thing since 2010ish and getting ignored/ridiculed. A few takeaways: 1. "Who's saying it" shouldn't matter more than "what's being said." 2. But it does matter. 3. There's something deep inside us that is programmed to trust our tribal leaders more than ourselves. 4. Most of us don't actually like to think for ourselves. We elevate others to a pedestal and outsource that work to them. 5. This isn't a net bad thing. It's just a reality. We can only truly become experts in 2-3 areas. So we have to rely on specific voices as our guides. 6. tldr: Choose your guides wisely. 7. Stay aware of where they're positioned in the adoption hierarchy. 8. A lot of crypto OGs knew the industry would change the financial system forever. But they didn't know the timeline. Now, that regs are changing, we do (bc it's happening right now). 9. Don't fear trade your way out of crypto. 10. Zoom out. 11. We're living through the biggest change to financial markets in any of our lifetimes. 12. Virtually all financial markets (and beyond) will migrate on-chain in the coming decades. 13. Get exposure to the migration and prosper.

Mini-Essay: 'Code Yellow' And Protecting Your Magic Internet Coins .... Alright lads... Sentiments are getting euphoric... but I wanted to encourage you to stay very INTENTIONAL and HYPERVIGILANT out there... At these kind of times it is easy to start feeling massive fomo and an aggressive inclination to jump at new opportunities and therefore also easy to overlook basic security measures. As a result it is important to always stay at CODE YELLOW as regards crypto. What is 'code yellow'? It is basically a heuristic regarding mindset/stress/focus based on color tiers. It is often used in the context of security, military stuff, and etc - however I find it immensely useful across all sorts of domains. Here are the various tiers: --- Code White = not a care in the world, totally relaxed, not worried about anything --- Code Yellow = aware, mindful of security, double-checking things, alert but no active adrenaline --- Code Orange = heart is pumping faster than normal, moderate adrenaline flow, very alert, hyper-focused --- Code Red = full adrenaline, heart pounding, 100% locked in on emergency situation (or high-level sporting event, fistfight, life and death type stuff, etc) --- Code Black = completely blacking out, throwing up, losing control of bodily functions, basically the point at which the stress response has reached unproductive levels So... how does this relate to crypto? Well... I would suggest that anytime you are dealing with crypto, you should be at code yellow rather than code white. Sovereign, self-custodied, permissionless money is an incredible gift, but its also an incredible responsibility. If you make your way around the on-chain world in 'code white' without a care in the world- signing transactions without a second glance, aping into every degenerate yield farm you see, opening every attachment you are dm'd, and etc- you are very likely to lose your money. That doesn't mean you need to be freaking out constantly- in code orange or red- but you should be HYPER-VIGILANT and INTENTIONAL at all times. You should be in 'code yellow'. ... Conclusion There is absolutely nothing worse than losing money while everyone else is making it, so wanted to share the above... If you found it interesting or useful please RT/comment/etc 🤝 ... PS There's a lot of other areas you can apply this too that I think are useful... Even in terms of social skills, much of what is called 'charisma' is the ability to stay in 'code yellow' from an interpersonal standpoint. For instance the socially ill-adept often vacillate between extremes... They are either super nervous and in 'code orange' or 'code red' socially (especially around attractive girls, etc)... OR... they get too comfortable and go into 'code white' and start saying every dumb thought that comes into their head without any intentionality behind it... Whereas the proverbial rizz-maxxed gigachad of lore is able to just stay in the interpersonal equivalent of 'code yellow' and be purposeful about what it is he is saying but also totally relaxed and comfortable at the same time.

Welcome to the world, $CO! Just checked my vibe in CoApp 🫶

First, Bitcoin took on the banks. Then Ethereum took on Big Tech. Now, Farcaster takes on Big Social. Perhaps they win. Perhaps not. But the last walled garden *will* fall.

Seeing Wall Street experience its first “aha” moment on crypto is a breath of fresh air. Too many people here are jaded after years of Bitcoin dominance expansion and have PTSD from asymmetrical downside volatility on altcoins. We’re finally at the inflection point of the S curve for the cryptoeconomy — yet it’s seems like CT psychology is giga-fried from 18 months on the memecoin euthanasia roller coaster, where it paid to be hyper-short-term. Dare to dream again.

2021: "The institutions are coming." 2025: "The normies are coming."

DEX trading rolled out to 1% in the Coinbase app - still early. Will ultimately support every chain our customers want.

the real trap in life is not social media or AI chatbots. it’s the curving maze you don’t notice you’re in. with smooth paths. no edges. no exits. you just keep going… until the day’s gone am challenging myself to design sharp turns. build hard exits. so as not to lose my life in the blur

The agent economy is missing its TCP/IP. We think @questflow is building it: orchestrating agents, handling payments, and creating trust. This is the layer that turns AI from a set of siloed tools into a true economy. Proud to be backing them alongside @cyberFund_, and excited for what comes next.

eth outperforming is great for market breadth and peoples willingness to believe in alts again here's some of the coins/narratives im watching for continued outperformance in the coming weeks: