Ash2023

Age 4 Yıl

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ash2023

Seeing more and more apps earning higher revenues than the chain they are built on.
Fat app thesis playing out
2026 is the year value shifts back to successful applications with strong user bases and revenue.
gKami

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ash2023

12-29 12:58

if you are in crypto, pivot to daycare

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ash2023

12-28 09:07

“it’s going to take 3 years…”
do it or don’t, time will pass anyway

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ash2023

12-24 07:01

the prediction market epidemic has gone too far

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ash2023

12-23 02:35

Skewing the data and pulling this kek
#PlayKami

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ash2023

12-20 13:01

2025 token launches have mostly been a bloodbath
Tracked 118 TGE launches this year and compared today’s FDV vs opening:
• 84.7% (100/118) are below TGE valuation
• This means ~4 out of 5 launches are below their opening valuation
• Median token is -71% FDV (-67% MC) from launch
• Only 15% are green vs TGE
TGE isn’t early anymore reee
Full data:

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ash2023

12-19 13:05

When you look at a token’s price (all down bad now LMEOW), what amount of supply are you valuing?
Token valuations answer that question --> Crypto needed various metrics because tokens don’t behave like equities:
• A normal tokenomics piechart tells you that supply is split across public float, locked allocations, vesting, future emissions, burns
• 2 tokens at “$200m market cap” can have completely different dilution + liquidity realities
- - - - -
We relied on 2 methods thus far
a) Market Cap (MC)
• Default “ranking” metric where MC = Price × Circulating supply (public float)
• Gives us an id

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ash2023

12-19 12:02

which type of bar are you at on a friday night?
@rajgokal @keoneHD @bread_

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ash2023

12-13 18:43

asian food is essential for my sanity

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ash2023

12-11 17:20

Most of the projects TGE-ing now are straight down only
Many are already trading below VC entry, even with T1 VC backing and “strong narratives”
Imajin aping/investing in alts here… the bleed isn’t over reee
Before you ape the next ICO please think for yourself and not get caught up in flowery words and dreams

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ash2023

12-10 02:55

the silent generation invested in things like fine china, art, stamps, books, and coins
baby boomers speculated in real estate, mutual funds, antiques, gold/silver, comic books, vinyl records
gen X collected watches, cars, stocks/equities
what do millennials and gen z invest in? sneakers, NFTs and crypto, memes and trading card games (TCG) like Pokemon and One Piece
Nostalgic relevance.

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ash2023

12-06 10:12

if you are bearish on the space now just log off and go travel or something
come back and make money when things are better, not that hard frens
no need for doomer thesis when all if us made money from skems

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ash2023

11-22 14:19

been seeing supposedly big celebrities on tiktok livestream sell fake bags and local supplements
economy more cooked than ever

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ash2023

11-20 08:45

lots of holier than thou participants in crypto
preaching fantasy-land ideologies
ignoring the only rule that actually matters: price up good, price down bad

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ash2023

11-19 17:37

buy the dip?
brother my money is stuck in
monad ico
megaETH ico
usdai deposits
buy the dip with what money?

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ash2023

11-17 07:08

Men only have 5 moods:
1. Constantly horny for new ponzis
2. How we gonna get to 8 figs
3. Random 2am reminder of a missed 100x play
4. Intense cope of not selling early
5. My family needs me

GET-19,4%

NOT-1,63%