Investing
By 2028 NFTs will be analogous to the United States’ huge underground salt caverns that store crude oil reserves. Mountains of financial, health, education, social, gaming & behavioral data will be widely accessible. Some individuals (<10% of the United States population) will be running their own local models on a tapestry of on-chain &... See more
0xSmac • A Crypto Future: 2027-2028 — A Crypto Future
Institutions are finally getting a way to earn real yield on their Bitcoin — without giving up custody or taking on bridge risk. Enter lstBTC, a new institutional-grade Bitcoin yield product from CoreDAO and Maple Finance, designed to turn idle BTC into a performance asset. Backed by trusted custodians like BitGo, Copper, and Hex Trust, lstBTC... See more
Asymmetric Market Update™️ #30
The traditional asset issuance process is slow, expensive and has a high regulatory bar, restricting what assets can be issued. Attention Assets must operate at Internet speed to keep pace with the global zeitgeist. The combination of permissionless tokens issuance, clever pricing mechanisms like bonding curves, and DEXs practically let anyone... See more
Building The Attention Economy
but what i find most powerful about hypersub is that it enables followers to derive more than just informational value from creators; it enables followers to derive financial value, as well.
through hypersub's rewards model, followers are incentivized to discover and subscribe to emerging creators in whom they believe. followers, therefore, have a... See more
through hypersub's rewards model, followers are incentivized to discover and subscribe to emerging creators in whom they believe. followers, therefore, have a... See more
hypersub as the crypto substack
In fact, capital markets themselves are no longer systems for raising new capital, but have become vast mechanisms for refinancing these huge debts. This makes the balance sheet capacity of the financial sector, or ‘liquidity’, far more important than interest rates as a cycle determinant and it means that the business cycle increasingly hums along... See more
The Debt-Liquidity Spiral
ai16z is a fully AI-managed tokenized venture DAO where agents evaluate investment opportunities suggested to it by the community, execute trades, evaluate the reputations of members based on the success of those trades, and grow the AUM of the fund. It’s been on a crazy speculative run over the past few weeks on the backs of a big vision and... See more
Josh Cornelius • Notes on Consumer Crypto | Nov 15, 2024
The core question at the heart of our exploration at Seed Club is how do you harness our newfound ability to convert cultural and social capital into financial capital in productive and sustainable ways? How do you use the attention and cultural aggregation powers of memecoins to actually serve people in more expansive ways than just number go up?
Josh Cornelius • thank you this was a refreshingly optimistic week
So as long as the govt is running deficits that it has to monetize in order to pay for, inflation will continue at much higher rates.
Dan • Tech Dollar 2: The War of the Worlds and Fate of the Dollar
If factors affecting TGA balances were the only things that determined crypto prices, then I would expect a local market top right at the end of the first quarter. In 2024, Bitcoin hit a local high of ~$73,000 in mid-March, then traded sideways, and began its multi-month decline on April 11th right before the 15th tax payment deadline.