Trendaavat aiheet
#
Bonk Eco continues to show strength amid $USELESS rally
#
Pump.fun to raise $1B token sale, traders speculating on airdrop
#
Boop.Fun leading the way with a new launchpad on Solana.
Ryan | Blockworks Research
Head of Research @blockworksres / @blockworks_ The most profitable arb is time horizon. Progress is boundless. tg: @ryanrconnor
Ryan | Blockworks Research kirjasi uudelleen
Marc Andreessen (@pmarca) on why internet ads aren’t going anywhere:
“If you really want to get to a billion and then five billion people, you can’t do that with a paid offering… you need an indirect business model. Ads are the obvious one.”
“If you take a principle stand against ads, you’re also taking a stand against broad access; global per-capita GDP just isn’t high enough.”
“A well-targeted ad at a specifically relevant point in time is actually content; it enhances the experience.”
144,23K
Ryan | Blockworks Research kirjasi uudelleen
Why the AI job loss narrative is overhyped: AI models still need to be prompted and verified, often iteratively, to drive business value. As @balajis says, AI is middle-to-middle, not end-to-end. Humans do the stuff at the ends (supervision); AI does the stuff in the middle.
344
See B in the quote tweet below
2.7.2024
Re the ETH ETF and “The institutions buying our bags” - this is obviously net good but consider these second orders impacts
A. Crypto stops trading on “vibes”
and starts trading on cash flows and other fundamentals. Most tokens will heavily re-rate when the marginal buyer shifts from retail to institutional.
B. The free money/airdrop era is over.
If you were a top retail farmer this cycle, between Jito, Mad Lads, Bitcoin L2s, and a bunch of other smaller airdrops, you probably made ~100-300k USD. Institutions are masters of arbitrage and ROI. Do you think they’re going to leave all that free money just sitting around for you?
3,24K
You can’t understand UGC without Eugene Wei’s Status-as-a-Service
15.7.2025
You can't understand social media without Eugene Wei's Status-as-a-Service
1,2K
Tariffs don’t matter either
8.1.2025
Rates do not matter
The only macro variable that matters
is the willingness & ability of founders, venture funds, & mega cap tech companies
to invest in AI
1,31K
Johtavat
Rankkaus
Suosikit