HanJay Contemplates

world's changing

remember being at bitcoin asia hk same time last year. vibe was different https://x.com/i/broadcasts/1dJrPrQmAVzKX

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good read on why fomo breaks out https://x.com/urgirl/status/2092624423060992071

This channel should get the non ai content badge

Bull hopium: pattern similar to Jan 23 while sentiment is similar to fall 23 Bear hopium: sept will the unloading month Play with the odds and reasonably hedge

expecting the big move either in the upward or downward direction

no capital rotation so far. Albeit folks saying bull is running, what Im seeing is capital is still clogged

no major pump this week for alt so far while bitcoin sideway at top

metadao outperforms this week so far

the barrier to entry for building is getting smaller. there'll come a day when AI lets 1-2 person teams ship what used to take a whole seed-funded engineering org at the comparable quality. when anyone can build an MVP in a weekend, the product itself is no longer the moat. distribution is. i think we’re moving from an era where you build in secret, launch with a big bang to an era where the development process is the marketing.

x26 my networth from the so called beginning of the bull which took place only 1 week ago

build in public https://x.com/vovudebosh/status/2091818281590030807

good site for tracking out var airdrop https://www.variational.money/#points

aligned https://x.com/SolanaLegend/status/2092087356358533224

will be at 🐒💛 Happy 5th Birthday, MonkeDAO & SMB tomorrow https://luma.com/u6crtsiv?tk=z41KqL if you to join, DM

- a bunch of attempts to bring tradfi liquidity rails onchain and let avg joe to give it a tryout

- one app that owns the gate way to global capital. The distribution game