Vlatimir / cryptovlat.lens

Vlatimir / cryptovlat.lens

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investing @moonrockcapital

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Vlatimir / cryptovlat.lens

There aren't many people as good positioned for the next decade as @santiagoroel with @inversion_cap There is still a large Western audience that tends to view things through a domestic lens, which is why they fail to recognize the problems crypto is actually solving. On the other hand, there are too many people focused on endless money games, not recognizing that the industry is maturing. What people currently dismiss as ‘that’s crypto’ will, in five years, be seen as early user behavior.

Santiago reveals his "DeFi Mullet" thesis for the developing world. "In the US, people say 'I have Venmo.' In Mexico and Brazil, people are desperate for a digital economy. That’s where the real 'DeFi Mullet' works."

Vlatimir / cryptovlat.lens

At this point, people are obsessing too much about having to know what happened on 10/10 Once again I bought more tokens today

Vlatimir / cryptovlat.lens

When CT starts trading metals

Vlatimir / cryptovlat.lens

Since beginning of 2024 the market more than doubled in total Size I would consider the biggest winner since then in market share: @circle, @SkyEcosystem and @ethena_labs Market demands yield

Vlatimir / cryptovlat.lens

First of all: I am a secular commodity bull and have a sizable position Most people are not acting that long and are playing for 1–2 years while forming a datacenter build out thesis. I’ve been riding the whole commodity leg in 2025 and I am now trimming for alts. ETH trades like copper (not QQQ) but is lagging towards it. You sell copper now and buy ETH. If you are doing it the other way around you are just follow-on capital since others already made gains twitter.com/cryptovlat/status/...

Vlatimir / cryptovlat.lens

gm @sjdedic did you already use the $1000 @Collector_Crypt gacha?

Vlatimir / cryptovlat.lens

You could have bought $INX at spot with an optional 70% discount if you were willing to hold for one year, for free. This will go down in history as a generational fumble

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