Is this how you size a lending market? Add supply to demand - it feels a bit weird. I would look at the borrowing side only as that's the one paying yield / driving revenue

Want marketing advice? Value is the ultimate shill.

My small contribution to the AI uprising: Constantly pushing GPT to be more critical and disagreeable

Few founders I spoke with over the past two weeks are no longer viewing the token as an exit event. The token is purely a GTM. The team is eyeing an acquihire exit, and the token will essentially be a zombie... Hope it doesn't become a thing

Met an old friend, retired 2017 vintage. I was explaining value accrual and the end of useless "governance tokens". His response: "You are poor because you keep overestimating fundamentals in this market. Scams pump the hardest, look at XRP" I'm rekt

Now that GENIUS act is reality who will pull a Chamath and SPAC rollup a bunch of month old dev-shops “building the next Circle”

When projects and hodlers discuss token value

if you don't know if you have an edge, you don't have one

The type of disclosures that your favourite KOL shilling memecoins should, but isn’t making

the goal of life is to be excited to go to work and excited to go home