Ayush Garg

@axg

318 Following

1611 Followers

Ayush Garg pfp

25 million tokens noiced, 75 million to go 90 days of SHIFT complete today

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Final day of the investment memo series: @rodeodotclub When @jakub and I met @kayvon (via Rodeo dms), it was clear that a “trad web2”, laser sharp product focus, is essential in a world of hyper-financial crypto products View exclusively on @paperview (free for FC pros)

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the road to hundred million as narrated by @kyle last year — cex will list every dex-based token

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infra costs, data migration, adaptability friction, customized software ... too many barriers

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most enterprises still run on microsoft outlook

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i was very excited until i opened the app

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i noticed that many people were dismissive of the argument only cuz it had an 'em dash' and got away with saying 'did you use chatgpt' i recently limited the use of em dash for the same reason

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in bdfl, fl means for life?

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long-term players never forget their early believers early believers never forget their long-term bets

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interesting, will explore this

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Cheryl Douglass

how can you be bearish when in the past few days.... – circle IPO’d and hit 20B+ valuation – stripe acquired privy, validating wallet-as-identity UX – X partnered with polymarket, financializing public discourse – plasma sold $500M in minutes, proving demand for stablecoin infra on bitcoin – pump prepping a $1B token sale at a $4B valuation – some app chains are generating more fees than many billion-dollar protocols – onchain consumer apps are actually fun now – hyperliquid is on a historic run – nyu is offering courses on algorithmic art taught by bestie @sofiagarcia HOW CAN U BE BEARISH??

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narcos unbelievable mare of easttown zerozerozero

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always thought it's a cultural problem, turns out it's a universal one

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absolutely, a top five for me, too s-tier level screenwriting

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Ayush Garg pfp

imagine the possibility of attention instantly flowing to several clankers on coinbase just when the user opens it imagine the liquidity, imagine the volumes, imagine the charts imagine it's only a matter of 'what if' cuz shift happens when you least expect it 0x09d7040D24e636588669381eEe22fB31F00fA5d5 https://x.com/maxbranzburg/status/1932525823023555010?t=xUx9kvLe_1NDrBR54shczg&s=19

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welcome to the side where magic happens, not suspensions

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things happen when shift happens shift happens when things happen based energy is irreplaceable https://x.com/jessepollak/status/1932411088101908665?t=Q-N0kbt4crG6EqjUsmdMAw&s=19

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