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Boop.Fun leading the way with a new launchpad on Solana.
Jason Choi
Co-founder @Tangent_xyz // ex: GP @TheSpartanGroup, founder @theBlockcrunch, failed dropout @Wharton
What people said…
When we seeded Ethena 2 years ago:
“This is just Luna again”
When we seeded liquidity pool:
“AI crypto is where it’s at, not DeFi”
When we doubled down in growth:
“Didn’t we try this on Solana last cycle?”
When we 100x’d size in public market:
“Tether already won the race”
Today:
“Stablecoins is the biggest opportunity in crypto and we need exposure any way possible”
24.7. klo 21.01
Ethena is set to become the first stablecoin developer whose product has a clear path to full compliance with the U.S. GENIUS Act
Through our partnership with @Anchorage, the only federally chartered crypto bank, USDtb will move onshore to become a U.S. federally regulated payment stablecoin
11,36K
How is this a thing? This seems extremely broken
24.7. klo 23.02
Honestly, I'm not that upset about being down $10M on paper from this fund. Money isn't real, till it's in my account.
What upsets me greatly is I have a K1 from them in 2024 showing $8M in gains, I owe $3M in tax on.
Leaving LPs with huge tax burdens while taking huge carry..
3,69K
I know it’s customary to clown on Jim you but rarely hear Ethereum mentioned as a US hedge, unlike Bitcoin
24.7. klo 01.03
JIM CRAMER EYES BITCOIN, ETHEREUM AS HEDGE AGAINST $37 TRILLION US DEBT
12,41K
Blog on this soon ish. Been in drafts for 6 months lol
21.7. klo 20.31
I don't think I've ever seen this big of a dispersion between public and private markets in crypto compared to 2017/2021/2024.
Publics are ripping new all-time highs. With the GENIUS Act now law, the macro and regulatory landscape has never been better for crypto.
Yet privates are ... crickets. Deal count activity is slow, fundraises for both companies and funds are taking a while to get done, and new top founder talent still builds in AI over crypto.
5,27K
Turns out this was capitulation
4.7. klo 23.46
Almost every week on the timeline I see a variation of
“I couldn’t make money trading crypto last 2 years when alts were no longer going up in a straight line therefore it means the industry is dying and you should all quit”
4,7K
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