Vi er her for å kjempe, ikke flykte. Vår fremgang så langt: — IDO utsolgt på @SeedifyFund, @AITECHio og @CoinTerminalCom — 1. plass — Seedifys 2025 AI x Web3 Hackathon (130+ AI-prosjekter) — 11 000 brukere ombord under lukket beta —750 daglige aktive brukere — opptil 110 % ROI kamptestet for Crypto AI automatisk handelshvelv — Revidert av @hackenclub —Fellesskap av 54K+ handelsmenn TGE på august 11, 2PM UTC. Finn $TRADER på @MEXC_Official og @BlackholeDex

Dette finansoppsettet minner meg lavmælt om hvordan noen DAO-er i 2021 ved et uhell ble mini-venture-fond, bortsett fra at Turtles versjon er mye mer operativt knyttet til kjerneproduktet. Å tjene tokens via brukeranskaffelse, resirkulere dem til avkastningsposisjoner og holde urealisert oppside føles som en hybrid mellom et annonsenettverks rev-share og et hedgefonds bæremodell. Hvis de noen gang knyttet innsats til statsrenten, blir det virkelige spørsmålet, lener de seg i Compound-stil (stødig, begrenset, bærekraftig) eller går de full GMX tidlig (høy turtallsandel, høy hype, potensiell utbrenthet)?

BTW my thesis for the next bear market is everything else apart from $BTC and $ETH gets nuked, BTC and ETH still suffer 50-60% drawdowns, but the final 10% of said drawdown is a daily wick that is eaten up and borderline in actionable for large majority. My theory is ETF's have structurally changed the nature of flows into the market and with a massive tardfi TAM, BTC and ETH won't experience as aggressive downside volatility. I think as a consequence BTC and ETH will become a flight to safety as alts complete their inevitable price depreciation of 80-90% drawdowns. $BTC.D (dominance) will rise, in accordance with all other cycles behaviour. As BTC + ETH rise, a new 'cycle' will emerged for alts, whereby crypto natives can rotate some of their BTC and ETH gains into *whatever new shiny thing* is available and trendy. In short, it will FEEL like a regular bear cycle, but in reality the game has changed for BTC and ETH - forever. This means the window in time for the average non rich person to get generational exposure to BTC and ETH is closing, very rapidly. I really do think after ETH breaks 5 figures and BTC breaks 6 figures they won't meaningfully trade below those levels again - as in for a long enough period of time to accumulate. IMO in this next cycle, the strategy of selling all alts into BTC or ETH and stomaching a 50-60% drawdown that will soon be recovered within 2 years is probably a much safer strategy - because your window to benefit from being early to BTC and ETH will be gone very soon. After this bullmarket, the average individual won't be able to compete with tradfi inflows + their size. This wasn't true of this bear market, you could have DCA BTC and ETH and have big bags right now. In 2025 or whenever this market ends, your normie job won't be well paying enough to accumulate big bags of ETH or BTC. Essentially, most people will be priced out of owning 10 ETH or 1 BTC. I also believe that going forward alts will be less appealing each cycle as people just prefer the concensus trade of BTC and ETH that are guaranteed to go up due to ETF flows + because of new market participants size, you could still get 20-50% per year, with way less downside risk. As such I think people will be less interested in altcoins. This mimics how the S&P500 works, with basically 4-6 massive tech firms, like Google, apple, amazon, meta etc. Propping up the entire thing. In a nut shell, the market will mature. I'll update this thesis as time goes on 🫡