HanJay Contemplates
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I vocalize my thoughts here. DM: @hanjasonn. Tweets x.com/hanjaycrypto. Casts warpcast.com/hanjay.eth Disclaimer: I'm 80% builder and 20% investor, so it's not a trading channel. But you would find a lot of hidden opps if you read carefully.
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remember being at bitcoin asia hk same time last year. vibe was different
https://x.com/i/broadcasts/1dJrPrQmAVzKX
good read on why fomo breaks out https://x.com/urgirl/status/2092624423060992071
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
no capital rotation so far. Albeit folks saying bull is running, what Im seeing is capital is still clogged
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
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
