Thomas pfp

Thomas

@thomaslanian

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1 Followers


Thomas pfp
Ok so this is a bit of a weird one I don’t know why, but for the last 6 months I’ve taken a photo every hour of every day. Today marks the 6 months exactly If I was on a call or with a friend I’d stop mid conversation and pull out my camera to take a photo. Even if I was in a lift full of people, I’d have to take the photo. I don’t know why but I just wanted to increase my volume and force myself to take photos even when I didn’t feel like it. It was internally automatic Maybe treat this as a sign to just do more of stuff you like I guess Anyway, I’ll probably keep this going for another 6 months but now I’m trying to work out what to do with the 2700+ photos I’ve taken Maybe I’ll make an online gallery showing each day. Let me know if you have any other good ideas? Here’s a thread with a few of my favourites
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On buybacks, fee switches, and tokens: They aren't going to work... Here's why - Current valuations of alts are still based on BTC's movements, and most will still bleed to BTC in the short term - Despite the memes calling for going "back to fundamentals" most investors are not yet on board with that philosophy - Why? Lack of sophistication and nuance. Alts, even the high quality ones, are just seen as "alternatives" to BTC and not as products/businesses that just happen to be on chain. Is this a marketing issue? Maybe. - So buybacks and fee switches have less of an impact vs. macro or even just silly marketing stunts - I'm not saying it will be like this forever, and a push for more traditional valuation methodologies is good. It has to start somewhere so it's not entirely useless to do them and make them more 'normal' - The tied is turning though, and we'll probably start seeing a move to proper fundamental analyses underpinning prices after one more shakeout cycle. It's going to be an ebb and flow
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