Vance Spencer
@Vpythianism
Co-founder @hiframework. Tweets not financial advice. Views my own.
Yes
The listing process in crypto is completely and utterly broken. Arbitrarily launching at venue / self defined listing prices can only defy gravity for so long before the inevitable down-only Although tradfi is tradfi, there's at least a full book-building process during an IPO…
4
The U.S. needs to refinance $14T in debt. Investors want protection from inflation + asset debasement. Enter BitBonds: 📎 90% Treasury + 10% BTC 📎 Full BTC upside until 4.5% annual return. 📎 50/50 BTC upside split thereafter An aligned solution for mismatched incentives.
🚨In 15 minutes: BitBonds math class is in session.
Well Sky has a long term stable average of 100m in profits… sounds like pmf to me
Solana is not meaningfully doing better than Ethereum at the app layer Nobody has PMF
Sid and Joe have eaten 2200 calories of glass per day for almost three years $10bn
Chew glass
Every day Americans cope instead of doing something is a win for China
Jerome Powell, just now at a lunch in Chicago: "I started out thinking that AI was a better version of Google. Turns out it's a better version of a person."
Also there is $150M of cash on the balance sheet Crazy pills
The @SkyEcosystem community call right now is pretty fascinating; talking the future of AI to govern $7.2bn of balance sheet, ~400m of rev and ~150m of earnings Mindblowing there are 40 people on the call and Sky trades at 1.3bn fdv Feel like I'll retweet this at some point
Trump is 100% right btw. Get Powell out of there. There is no inflation I love you.
At current prices @SkyEcosystem buys back around 1.5% of supply per month 18% of supply per year 😂 Rune and Framework will own the last tokens of the protocol in 2-3 years We will then send the cyber dogs after the non believers
What if I told you we could fix TGEs but retail would never get an aidrop again 😂
The missing here is book building pre TGE, cutting airdrops/"50 to the community" (this is dumb), and actually building things with PMF
Complaining about low float high fdv probably hits really hard if you've got 15 iq points and have never seen an IPO before (they all do this)
Lockup on IPOs is 6 months and float is ~5-10% btw Go ask an investment banker how much they are holding for the community airdrop
Complaining about low float high fdv probably hits really hard if you've got 15 iq points and have never seen an IPO before (they all do this)
Financial benchmarking for protocols should be broken into two components: Token Holder Earnings: - Buybacks: X - Dividends: Y Token Inflation/Deflation: - Token Buybacks - Token Inflation
Common wisdom for AI x Crypto is that AIs will need blockchains for payments financial services etc A more realistic take is that AIs cannot be public company CEOs, but they can be the leader of a token, pull the strings on an automated set of smart contracts that is profit…
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