HDF humble defi farmer

HDF humble defi farmer

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dev, analyst, trader || @rokcapital @vanna_labs || ex cb/amzn

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HDF humble defi farmer

Not sure about this one. It’s fairly easy to onboard users to pretty much any net new chain now. We’ve seen single txns of $100M+ bridge over for a few dollars, the UX is here. Also doubt the marginal user on tempo will care whether it’s built as an L1 or L2 as long as payments are fast and extremely cheap.

Whoever does the same thing as Stripe+Paradigm, but as a payment focussed L2 is going to eat their lunch. Building your own L1 means giving up most of the network effects of Ethereum, all while gaining no advantage. It‘s simply ridiculous.

HDF humble defi farmer

There's a coin that doesn't need a DAT to bid up the price. Hyperliquid.

HDF humble defi farmer

It is now abundantly obvious this is the case. Bullish on apps building for this: GTE, fomo, CCM, pump, + more. Streaming, clipping, and trading are only going to continuously evolve and grow as the internet becomes wholly the go-to for business creation + value creation.

DeFi is a huge market and probably continues to expand as parallels to tradfi products with optimizations. The more explosive usecase of crypto imo is in the social realm. Influencers and creators are the new economy in this digital world. Users consume today, own tomorrow.

HDF humble defi farmer

Make communities money. Make creators motivated. Make it fairer to win. Make more success stories. Happy to see Pump pushing the right levers and excited to show you all what we're cooking at GTE.

HDF humble defi farmer

alts that are still holding structure eth sol pump ena trench coins tokabu usduc flipr

HDF humble defi farmer

I just got 10 @tryfomo notifs of ppl buying yzy. Did Kanye launch something?

HDF humble defi farmer

It's very rare to see altcoins perform extremely well for 2+ cycles in crypto. Similarly you want to bet on the products that can pass this test. Perps have lasted ~3 cycles so far.

What’s next for crypto is pretty clear to me DeFi -> NFTs -> memecoins -> perps + prediction markets

HDF humble defi farmer

Some loose thoughts: - btc chops (ideally holds 91/92k) - alts chop downward (not an easy short) - hype + 2 or 3 others hold strong (relatively) - crypto plays in equities look good (hood, coin, crcl) - will be trading a lot less LTF and picking HTF pivots to jam again Overall still very bullish on markets. I don't think you should waste your time on 'alt szn' and should just focus on picking a few of the right assets.

HDF humble defi farmer

Almost fell for this exact hack this morning. >> founder of a company DMs me on TG >> wants to catch up; sends calendly link >> I book call which has no video link >> when meeting time starts, they send zoom link >> zoom opens with 2 deepfake participants >> immediately call freezes and tells me to update zoom >> auto downloads a script >> now I'm a bit sus, so I msg founder saying I don't want to download or open files >> tells me it's fine, I tell him let's do google meets >> tells me "you're wasting our team's time" >> I say I'm not downloading and happy to reschedule >> deletes all msgs and ghosts Check founder's twitter and realize it was a NK hack. Be careful out there...

My old Twitter (@ventali_) and Telegram were hacked. The attacker is impersonating me to target tech and crypto founders & investors with phishing links — even using deepfakes of me on Zoom. >50 people were contacted. Some nearly clicked. I filed 10 reports to @X and haven't

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