I broke my arm but I keep baseposting
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MetaMask / > $1B FDV • Token confirmed / Lubin mentioned back last year that a token is coming soon • The mobile-only farming season ends in 2 weeks — I expect a full rollout, which should push metrics up x2–x4 • FDV P/E at $1B based on current-year metrics is ~20 (incentives weren’t heavily boosted since farming was mobile-only) • MAU ~250,000 [Phantom ~400,000] • Moving toward a super-app / neobank direction • I wouldn’t want to be a long-term holder of their token, but given the user base, brand strength, low float, and a favorable market environment, a $1B valuation feels ~85–90% justified (excluding the probability of a launch this year) Took a $5,000 bet. We’ll see what they announce after Season 1 and I’ll decide the next move from there. Если нужно — могу сделать более твиттерный, инвест-дек, или шилльный вариант под паблик/
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Marc Andreessen on AI 👇 https://www.youtube.com/watch?v=xRh2sVcNXQ8 AI products scale at internet speed and already generate real revenue where demand exists. Today’s chip and data center shortages will drive massive buildout, pushing AI costs sharply lower over the next decade. NVIDIA leads, but AMD, hyperscalers, and custom chips are closing the gap — AI chips will likely be cheap and abundant in ~5 years. The AI race is US vs China. Economies are deeply linked, China prioritizes employment, and the US controls ~1/3 of global consumer demand. Competition is intense: OpenAI → Anthropic → xAI in just a few years. Tech panics over job loss happen every cycle — this one is no different.
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