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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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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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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Five months ago @trustlessstate told me to check out Farcaster.
I was slow to the jump but I’m here now.
Plan on spending a lot of time on Warpcast now and doing my part in onboarding people to web 3 social 🫡