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A lot of consolidation will happen in projects with a real token thesis from this day forward. Wiping out that much leverage, you’re not going to get any short squeezes. If projects aren’t materially driving revenue, market share, etc. it feels like a decoupling has begun.
My poor mom, unknowingly watching Sora 2 videos, is going to have the family group chat in shambles the next couple of months.
Major sportsbooks are just egregiously behind at this point not having PM products launched inside of states they can’t operate in. Even further behind not building an international onchain solution. Insanity.
Prediction markets for NFL and other events are already a $200 million business for Robinhood, says Piper Sandler cnbc.com/2025/09/23/pre…
The @cryptocom app is incredible. I just downloaded it yesterday and was blown away. - US Stock market available (you can copy trade whale baskets, etc) - Prediction markets up and running - All tokens you’d ever want access to, a lot of staking and rewards options inside
Super Intuitive
A lot of discussion and announcements around prediction markets: purely for fun, I've built a demo app. Meet Betcha, my attempt to broaden the prediction markets TAM. 📊 Current state: Prediction markets like Polymarket and Kalshi are powerful truth-seeking tools because money…
I don't get where this is coming from on the TL? A company choosing Google Cloud over AWS doesn't owe you a technical breakdown of their decision. The "why not an L2, we deserve an answer" feels pretty entitled. The regulatory environment has drastically changed in 12 months…
I do think Tempo owes us the straight up "why we chose not to build an L2" post There are good enough arguments, we deserve to hear them in unambiguous terms laid out
I spent 12 years working w/ creators, and devoted considerable time to exploring creator revenue beyond ads. We are far away from creator capital markets being a viable product offering. I'm still heavily rooting for Zora & Pump as they evolve and inspire all creator platforms.
I've pretty much rolled entirely off of ChatGPT. Gemini is just far superior; it's not even close. Anyone who thought @Google wasn't going to cook here is out of their damn mind. (disclaimer: I am inherently biased as an ex-Googler)
Kalshi did $100M+ volume on college football opening weekend = likely $1-2M revenue in 48hrs The NFL hasn't even started Once sportsbooks integrate w/ their infrastructure, they will hit 10 times the volume; there's definitely an ongoing paradigm shift happening in that world
We are bringing OMoO back (for a week or two) for Black Ops 7. I’m gonna blow the dust off my PC and @Twitch/@YouTube channel for old times sake. I’ve got 72 days to prepare. @H3CZ @Di3seL_ @hutchinson I’ll wear my @OpTic jersey day 1 🤣 4v1 clutch 12 years ago
My old stomping grounds. I worked at @GeekSquad 20 (!!) years ago in HS and early college before @MLG. 🤣 Blast from the past!!
I mean, @timthetatman is pulling more live CCU's on @YouTubeGaming than @Twitch right now. It's undoubtedly my YouTube bias, but I'm fully convinced that Twitch needs to move into the VOD space more aggressively and expand beyond just hardcore live gaming. You can't generate…
A lot of discussion and announcements around prediction markets: purely for fun, I've built a demo app. Meet Betcha, my attempt to broaden the prediction markets TAM. 📊 Current state: Prediction markets like Polymarket and Kalshi are powerful truth-seeking tools because money…
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