Mippo

@mippo

92 Following

589 Followers

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Had Robbie Ferguson on the podcast last week. There are 80 (!) games launching on Immutable this year. If even one or two hit, expect a massive gaming narrative and millions of new onchain users in 2024.

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Bitcoin ETF flows YTD: $4.1 billion Gold ETF flows YTD: -$2.4 billion This is the real flippening.

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Eth FUD will vanish once it gets an ETF and institutions start gobbling it up. It doesn’t even matter what Eth’s narrative or value prop is, the crypto natives will keep arguing about that. All TradFi cares about is the opportunity to get “the next Bitcoin.”

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Bitcoin just hit $1 trillion in market cap

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Wonder what happens to Eth after the market realizes an ETF means $500M in daily inflows

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Bitcoin at $50K. No MSM coverage. No texts from family. Timeline is unbothered. Man is this a good time to be alive.

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Airdrops will catalyze the next bull market in NFTs. A wave of new protocols are coming to market. Founders will target high value, wealthy communities like Pudgies or Bad Kids with airdrops. I’d guess most blue chip collections pay for themselves with airdrop proceeds alone.

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I have a strong gut feeling that we are in the calm before the storm. We have macro tailwinds, hundreds of millions pouring in every day from the ETFs, and the halving is two months out. I don’t think crypto’s ever had a setup like this.

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A media company for bad kids called “Bad News” who is building this

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Like / comment on this post if you live in NY and would be down for a bad kids hang next week. Will do the same for Denver.

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Bm everyone. I want to see more bad kid hangs this year. Where are we gathering?

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Bitcoin as digital gold. Ethereum as the world computer. Celestia as the verifiable internet.

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Bn y’all. Have a feeling tomorrow will be another bad day

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Watching @dwr.eth post 40% day over day growth on DAUs makes my heart warm. Reminds me of the quote from @pmarca on PMF. “It’s unmistakable. The market is pulling more growth out of the company than it can service.”

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Pour one out for the manlets today

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Hope you all had a very bad day

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Warpcast followers growing 10X faster than Twitter followers. Flippening in t-minus 6 months.

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New Bell Curve episode with @joncharbonneau and Aidan Salzmann. This was one of my favorite pods of all time, topics include: 1. LST dynamics across ecosystems 2. Moneyness and demand drivers 4. Celestia opportunity & modular money Links below enjoy! Spotify: https://spoti.fi/3ujjfNj Apple: https://apple.co/42qKrpO

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Travis Kling is coming on the pod today. What questions do you have for him?

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