nairolf

nairolf

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complex concepts in easy words | threads in highlights | ily 🫶

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monday mindshare: - biggest winner: DeFi, with aave and meteora leading - solid week for AI, driven by thoeriq - stablecoins + RWAs back in the spotlight - prediction markets and robotics cooling off a bit - biggest loser: privacy, with FHE and ZK struggling twitter.com/0xNairolf/status/2...

consumer defi will be the biggest onboarding event crypto has ever seen (with high retention)

JUST IN: European Central Bank says Bitcoin is “on the road to irrelevance”

realistically, what upside does a project get from a fully unlocked public sale at a huge valuation today? everyone knows people will dump on day 1 and never look back

people completely misinterpret reputation its not a followers count or views numbers someone with 100 followers can have 100x better reputation than someone with 100k (and we need a primitive that takes that into account) attention =/= reputation

imagine this: public sales based on reputation high reputation → lower fdv, shorter vesting low reputation → higher fdv, longer vesting best way to do it?

i need a project to tokenize sleep hours ready to buy the entire supply

imagine this: public sales based on reputation high reputation → lower fdv, shorter vesting low reputation → higher fdv, longer vesting best way to do it?

crypto payments win when you have: - one global app - instant QR codes - settlement in seconds - any currency - whatsapp/other apps native that is the endgame

feels like it is binary at this point: - either people are massively wrong about crypto and some great tokens (even alts) are super undervalued - or everything is overvalued and its just over i know which one i prefer and betting on

There’s no speculative premium in crypto right now. ETH, SOL and multiple DeFi tokens are undervalued.

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