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Read More🗡️ tokens are becoming equity?!!!
View Online Sponsored By Back in November, a reader asked my take on Ethena ($ENA). I said bearish. Since I published it, $ENA is down ~57%. (For comparison, BTC is down 17% during the same period.) What was the problem? The unlock schedule. Unlocks mean sell pressure, and no narrative can save you from VCs dumping on your head. Tokenomics is one of the first things I check on any project. Get it wrong, and nothing else matters. The best narrative can’t save you from VCs dumping on you. Next…
Read More🗡️ TradFi’s driving crypto
View Online Sponsored By Bitcoin almost touched $123k the other day.You know what’s weird? I’m not seeing anything about it IRL. I haven’t seen mainstream media covering it. Not a peep from my IRL friends.Institutions are driving everything now. I think the herd comes rushing back once BTC smashes through $150K. Here’s what we got today: State of $ETH. Institutions are taking note of Ethereum. BTC Treasury Strategy. Intro to the new type of companies. Around the web. Fantasy.top is migrating…
