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Boop.Fun leading the way with a new launchpad on Solana.
David | USD.ai
@usdai_official
….DCF assets?
You mean things that are actually productive?
23.7. klo 03.44
There are two types of assets:
1. DCF assets: valued by cash flows.
2. Attention assets: valued by mindshare.
For a decade, financial markets have struggled to separate the two.
Gamestop was the turning point.
Challenge for Institutional Investors:
1. Institutional investors still don’t have a model for attention flows. And without a model, they can’t justify buying these assets because it looks too much like gambling to their LPs.
2. Worse, they’re not even trying to find 100x outcomes. Their mandate is to track benchmarks, not chase memes.
Advantages for retail:
1. No LPs. No mandates.
2. They crave dopamine, chase 100x, and get emotionally tied to memes.
Crypto rails let anyone trade any asset, anytime, anywhere, in any size. No gatekeepers, no hours, no minimums. It doesn’t just enable attention assets, it actually supercharges them. This leads to network effects where liquidity begets liquidity.
Future
Eventually, institutions will adapt. They’ll figure out heuristics to model attention flows. And when they do, they’ll trade these assets too. Just like they trade other OG non-DCF assets like Gold and Bitcoin.
Hence, ETFs for attention assets aren’t a meme. They’re an inevitability.
1,25K
collect $200(m) on go around the ai monopoly board
22.7. klo 01.48
🚨BREAKING: ELON MUSK JUST POACHED NVIDIA’S TOP AI RESEARCHER FOR XAI
grokbros winning.
23,49K
collect $200(m) on go around the ai monopoly gobard
22.7. klo 01.48
🚨BREAKING: ELON MUSK JUST POACHED NVIDIA’S TOP AI RESEARCHER FOR XAI
grokbros winning.
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David | USD.ai kirjasi uudelleen
It is now obvious that the growth of digital dollars and stablecoins is not only the most important story in crypto, but all of finance.
There are hundreds of billions in latent TradFi demand for crypto exposure, but this demand is primarily focused on a narrow subset of themes:
BTC, ETH & stablecoins.
The launch of StablecoinX will provide the first pure play exposure for equity investors to the fastest growing company in the most important thematic trend in crypto: digital dollars upgrading money into the internet era and eating all of finance in the process.
65,47K
Jeff from HL wears a punk
Therefore it is still the ultimate status symbol in DeFi
21.7. klo 11.13
i think punks is doing this trade now
i think most other nft buys are probably illiquidated rn, im not sure if tradfi buying coins is going to translate into like a gen art revival, probably just lindy pfps to start again
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