ns
thoughts from a guy who’s been in the game too long. subscribe to my paragraph blog to join the channel (it’s free).
@nickysap
what if I told you:
- Base has $2.7B TVL
- no one's found the perfect degen play
- @zora just launched a PumpFun competitor
- it's actually... good?
on why Base chads might finally get their degen moment 👇
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@nickysap
Building @agentmilo taught me something interesting: the real challenge isn't getting AI agents onchain – it's teaching them how to be genuinely useful instead of just another shill machine.
My thoughts on the meta enclosed 👇
https://paragraph.xyz/@48hrs/bot-swarm
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@nickysap
Despite outpacing competitors in funding and technical innovation, Farcaster faces a paradox: can a platform be ahead of its time technically while struggling to meet contemporary social needs?
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@nickysap
You can’t mold the market around the way you think.
You’re not smarter than the market.
The market is always correct.
Adapt or die.
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@nickysap
Updating this since the S2 airdrop just went out.
ENA has been down only since launch and recently made a breakout attempt that has been struggling to hold the 50 day moving average.
Airdrops were in the form of sENA so we need to see how much impact that has on this rally attempt as people unstake and sell.
The cash/carry trade itself appears to be perfectly safe for the time being and Ethena has diversified the trade effectively. I still like the outlook but most of my platform position is still in locked USDe and I’ll look to increase that once my sENA becomes liquid.
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@nickysap
Will be converting my personal channel into a feed for my @paragraph blog and some microblogging.
Paragraph subscribers and accounts I follow can auto-join as members if desired.
https://modbot.sh/channels/ns/join
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@nickysap
Basically Telegram is growing via attracting mechanical turks to tap their screen incessantly to farm an impending airdrop.
I am skeptical the growth is sustainable, or even meaningful (see also: Axie Infinity).
I still think gaming can lead growth but this iteration seems like a grift.
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@nickysap
I wish I cared enough about money to trade consistently.
I got pretty good at it over the course of a few years and have at times relied on it but I just prefer building shit.
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@nickysap
For the first time in a while, I actually told someone I work in crypto tonight.
Their response was an apprehensive, “is there much interest there?”
I tried to associate what I do with things they could understand. Stablecoins, Blackrock’s involvement, etc.
Needless to say I won’t be doing that again.
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