0/ What Pump and Zora are trying to build is entertainment + trading The history of entertainment + trading dates all the way back to... Jim Cramer! He is the OG Neither Pump nor Zora have cracked it yet. Why? bc entertainment and finance are somewhat in conflict A 🧵

The right mental model for content coins is time-stamping your life. It’s not about flipping. It’s about saying you were there. You supported a creator before the world noticed. You marked a moment that mattered to you. It’s your digital scrapbook. Blockchains are fundamentally time-stamping machines. So is history. Now, we’re democratizing that power — every individual on the planet can publish a moment into permanence. That’s a legitimate human desire. You can emotionalize content coins. That’s valid. But to intellectualize them — to argue they hold sustainable investment value beyond a small circle — is a mistake. Not every moment deserves a liquid market. Most personal memories won’t have resale value — unless you’re Taylor Swift. And that’s okay. Content coins aren’t about price. They’re about proof you cared.

Have you ever questioned what causes some price charts to look like euthanasia rollercoasters? Once you exhaust all the capital inflows, then the game becomes PvP, and in every round a fraction of the players exit. Now, what happens if you happen to tap into a new and large capital resource. The game temporarily becomes PvE and it can create conditions for the opposite of euthanasia rollercoasters.

what if

Understanding Capital Flows 1: There’s only one chain that’s faced a true, chaotic, unfiltered stress test so far — the Trump Coin saga. Now imagine the entire EVM ecosystem about to face something similar — only bigger. A flood of memecoins, degens, retail frenzies — all hitting within months. How does it hold up? I’m genuinely curious. No need to buy any narratives. The numbers will speak for itself. And if it doesn’t come out on top — how fast do narratives shift ? How quickly does capital rotate? Exciting times ahead!

for CT people who have hung around for two cycles, which cycle do you feel was crazier

If MSTR ever spirals down, it would be less to do with their conviction but more to do with how recklessly others are about to copy it.

Contrarian take: NYC will get over the “Mamdani shock,” even if it happens. Why do I think that? Because I’ve been dead wrong before. After COVID, the mood was bleak. Doom-posts everywhere. Remote work would kill the office. No one would return to tiny apartments. High taxes would drive everyone out. I believed all of it. Then came the surprise. Just a few years later, rents were breaking records. People came back—willingly, even eagerly. None of the supposed deterrents mattered. There’s a pull to New York that defies logic, pandemics, and politicians alike. This is a city where people chase improbable dreams, fully aware the odds are stacked against them—and do it anyway. That spirit defines big cities everywhere, but nowhere is it more concentrated, more iconic, more relentless than here. So if you think one politician—even one like Mamdani—can bring down New York City, you probably haven’t seen it at its best. You haven’t seen what it’s like when artists, immigrants, financiers, and families all decide that this impossible place is worth the fight. If you are an ambitious immigrant, there is no close second. Warren Buffett famously says to not bet against USA. Betting against New York City is betting against USA.

Post-poverty is a more relatable phrase than post-scarcity.

Solana : Bitcoin :: Pudgies : Cryptopunks