Mr.Wzrd

@mrwzrd

131 Following

103 Followers

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Cryptos killer use case is the ability to tokenize the world and have those tokens be composable. Maybe I’ll do a longer post about this because there’s so much I can go into, but being able to tokenize anything is an insanely powerful primitive.

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I love seeing confirmation bias of my bags on the TL

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Meme coins are cryptos killer use case

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Hum governance tokens might start to be interesting now that UNI is doing a fee switch. Feel like we’re going to see a lot of speculative premium in gov tokens that make them seem valuable. Don’t have any $JTO exposure since I didn’t see value capture but UNI changes that..

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JUP + ORCA = UNI + defi beta My bets are positioned in SOL eco plays accordingly, since my bet this run is SOL Fundamentals aside (JUP better than UNI), this is just basic crypto game analysis SHDW pump was obvious, if the defi meta continues SOL defi seems obvious as well

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Quite pleased with this ETH run because I swapped all my ETH for BLUR and have been staking that for a few months now. BLUR is also great ETH beta so stacking points while the underlying asset goes up is just 🤌

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Swapped the remaining BONK I had for WIF. Nothing against BONK, and I respect what they are doing but I just like the hat more. Consolidated my meme plays to three: STAN, POPCAT, WIF

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I get we're in APE now ask later szn but I won't buy something if the thesis doesn't click. Been looking into FET and my small 🧠 doesn't get it. I can't find a compelling thesis beside it's an "AI play". There are better AI plays that actually make sense to me (RNDR, PRIME)

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This is why FDV is a meme in a bull. WLD has an FDV of ~60 B which puts it at a top 3 crypto (not including USDT) The silliness is just getting started. Higher.

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$STAN thesis playing out well - can't fade the fire content

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They will never take the hat off this dog.

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People can debate Monolithic vs Modular on the TL, but the reality is that the modular thesis is a super strong narrative for this run, so it's a good cycle investment. I've learned to separate my long-term bags from cycle bags, and when making cycle bag decisions the narrative is all that matters.

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Looking forward to a weekend deep dive into multi-chain/cross-chain protocols and shared sequencers. These innovations address key challenges: the UX nightmare of cross-chain swapping and the issue of fragmented liquidity in L2s. Both huge issues in the space atm

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Seems like all the big 🧠 sol accounts I follow rock quekz…definitely a message in that.

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Looks like SOL meme szn is heating up for a pt 2 👀 Besides Wif, my 2 other meme plays are Stan & Popcat. Simple thesis: Cats are due & Popcat is the leader, Stan just makes banger content. Both up ~50% today.

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Watching $DEGEN closely, since it’s a bet on @farcaster Thesis: Farcaster gud -> DEGEN gud

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Swapped some DYM airdrop for JUP, but wow, the process to get JUP took forever. The multi-chain UX is a nightmare. I need to explore multi-chain solutions more because whoever cracks that will be the most valuable project in crypto.

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