avatar
Hanzo ㊗️
1,994 Twitter followers
Follow
I write threads that will help you make your first mil on AirDrops and DeFi
Posts
avatar
Hanzo ㊗️
03-16
Thread
🚨 THE LAST META IN CRYPTO IS HERE And if you missed 1000x memecoins, 100x NFTs, 2020 alt season, airdrops, or generally have < $1M, READ THIS: AI is slowly taking work away from people. Not in some sci-fi way, but in a very simple way: > less junior jobs > less "do nothing, earn good" money > more money for smart people and Web3 is not full of easy 1000x anymore... > DeFi was early. > NFTs were early. > Memes were easy for a while. > AI was early. Now? Most people are late to everything. They go where the promise is still simple: > easy money > fast dopamine > one lucky shot That is why iGaming will keep printing, not because people became dumber. because people want the shortest path. Always did. And probably always will. This is where the @1winToken narrative gets interesting. The revenue does not come from fantasy. It comes from a business model that feeds on one of the oldest human instincts in the world: the desire to get rich fast without suffering first. Harsh truth, but true. And if that machine keeps printing, the token structure matters even more. According to the litepaper, casino revenue is used for buybacks and burns. That means the token is tied not just to hype, but to a system that can keep generating cash from real user behavior. The obvious comparison is Rollbit. $RLB did around 70x after launch. Yes, lower FDV. But the product was also much smaller back then. That is exactly why this sector can get stupidly big. idk if the market is ready to price that in yet. But if AI keeps killing jobs, and crypto keeps offering fewer easy x's, then gambling revenue will only get stronger. And a token plugged into that revenue can become absolutely insane. Is this a new and forever meta? Yes. Am I keeping an eye? Yes.
1000X
8.51%
avatar
Hanzo ㊗️
01-20
Thread
🚨 THE $936 BILLION BOMB DROPS THIS YEAR Nearly a TRILLION dollars in commercial real estate loans mature in 2026. These loans were taken out in the mid-2010s at 4-5% interest. Now they refinance at 6.5%+. That's 40-50% higher monthly payments on the same building with the same rent. The math stopped working. Banks kicked the can for two years, hoping rates would drop. They didn't drop enough. Now, instead of spreading pain over three years, it's ALL hitting 2026. The wall got CONCENTRATED. WE'VE SEEN THIS BEFORE 2008 wasn't bad mortgages. It was good properties that couldn't refinance when credit froze. Building cash flows fine. Tenants pay. But loan matures, and there's no affordable way to roll it. Owner injects money, sells at a loss, or defaults. Most can't inject. Banks don't want properties. Defaults accelerate. We're already at 2008 delinquency levels, and the main wave hasn't hit yet. THE TRAP IS CLOSING Banks stopped making new CRE loans. They're offering extensions because they don't want to own buildings. But extensions only work if things improve. They haven't. Occupancy didn't recover. Rents didn't spike. Rates didn't crash. October saw $4B in newly troubled loans. That's BEFORE the maturity crunch. HERE'S WHAT HAPPENS: You own an apartment building. Bought in 2019 with a loan at 4.5%. Payment is $100k monthly. Building generates $150k. You profit $50k. Loan matures in 2026. Bank refinances at 6.5%. New payment $145k. Building still generates $150k. Profit drops to $5k monthly. Property taxes up. Insurance doubled. Maintenance higher. You're now LOSING money on a profitable building. Can't sell, everyone has the same problem. Can't refinance cheaper. Can't raise rents enough. You default. Bank takes it. Sells at 40-50% discount to clear. Multiply that by hundreds of billions across thousands of properties hitting the wall simultaneously. $936B this year. $1.26T in 2027. The loans exist. Maturity dates set. Rate environment exists. Forced refinancing at unworkable rates becomes forced selling at terrible prices. When CRE starts selling at 40-60% discounts, every leveraged owner wonders if they should sell before it gets worse. That's how walls become avalanches.
BTC
0.81%
-- END --