feels like we’ve hit peak retail flow into DATs in the short term (retail = marginal buyer here)
i still think there’s another wave coming, esp with more differentiated DAT vehicle but curious if others are feeling the same
game monetization feels broken. lots of aaa studios monetize so aggressively it does disservice to players. either sticker price is crazy high or in-game upgrades are so steep that you have to spend just to progress
the real question is how can we make games cheaper for players…
game monetization feels broken. lots of aaa studios monetize so aggressively it does disservice to players. either sticker price is crazy high or in-game upgrades are so steep that you have to spend just to progress
the real question is how can we make games cheaper for players…
gaming community has been burned by extractive economics for too long
we should flip the thinking: how do we make more time spent playing = more value for players?
price is the best form of marketing in crypto. my friends who swore off eth are now like hey what's ethereum again?
eth hitting ath isn't a one off. eth network usage, transactions, wallets, stablecoin volume all trending up and to the right. fundamentals are improving. there's…
exciting developments happening at @Toshi_base with @toshimart launchpad
interesting approach to increasing mindshare in order to expand a super niche community and spread the toshi meme as far and wide as possible
bullish
exciting developments happening at @Toshi_base with @toshimart launchpad
interesting approach to increasing mindshare in order to expand a super niche community and spread the toshi meme as far and wide as possible
bullish
prediction markets are an interesting primitive but we're still very early (v1). the vast majority are binary yes/no polling. I'm convinced there's more complexity and gamification that can be introduced
what if leverage was built in for when you're really confident but capital…
prediction markets are an interesting primitive but we're still very early (v1). the vast majority are binary yes/no polling. I'm convinced there's more complexity and gamification that can be introduced
what if leverage was built in for when you're really confident but capital…
heading to japan in september for a makers founder summit, then singapore for token2049
the b3 team will be at kbw and hosting a few events
excited to learn about what's happening in the asian crypto scene rn. feel like creator coins and prediction markets are big in the west…
50% discount? thats egregious
I think some discount on locked tokens for in-kind contributions make sense to give value back to shareholders
what happens when unlocks hit and CRO is trading below what DATs paid
IMO - fair is 20-30% depending on lockup length
50% discount? thats egregious
I think some discount on locked tokens for in-kind contributions make sense to give value back to shareholders
what happens when unlocks hit and CRO is trading below what DATs paid
IMO - fair is 20-30% depending on lockup length
interesting phenomenon with dino coins launched around 2017-18 (e.g. stellar, hedera, litecoin, polkadot) still haven't done anything game changing fundamentally, but still trading at high valuations
meanwhile new token launches have to actually innovate or they get dumped…
altcoin season as we knew it is prob never happening again.
too many tokens now (market cap went from a few billion to 100b+), not enough concentrated buying demand, and most new money is going to btc/eth/sol
everyone in crypto looks at this chart and thinks dats are at complacency/anxiety. i think we're still at disbelief tbh.
we need to start thinking like business leaders not just traders. building real companies that generate cash flow, not just speculative vehicles
been watching the dat landscape lately and quality is starting to matter
the good ones like bitwise/sharplink have come back down to reasonable levels around 1x mnav, but all these recent launches (story, hyperliquid) are trading way below nav
is it just insider dumping or do…
put models in specific environments: chess, racing games, whatever and see which performs better in that domain
then you get this flywheel where even losing models get better data to retrain on. if you make it addictive enough people will watch and gamble on it, which ultimately…
put models in specific environments: chess, racing games, whatever and see which performs better in that domain
then you get this flywheel where even losing models get better data to retrain on. if you make it addictive enough people will watch and gamble on it, which ultimately…
nevermind reasoning ability, between chatgpt and deepseek who you putting money on in a fist fight?
well not necessarily a fist fight, but insert the ridiculous competition of your choice. the next gen of ai entertainment is here and people are gonna want to bet on it
nevermind reasoning ability, between chatgpt and deepseek who you putting money on in a fist fight?
well not necessarily a fist fight, but insert the ridiculous competition of your choice. the next gen of ai entertainment is here and people are gonna want to bet on it
very excited that @SuperGamingNPC@sup_foundation one of the largest studios in india is building a gamechain with us
they have 200 million downloads across their four titles.
testnet is live and they are onboarding the users from their existing ecosystem.
if you want to make…
very excited that @SuperGamingNPC@sup_foundation one of the largest studios in india is building a gamechain with us
they have 200 million downloads across their four titles.
testnet is live and they are onboarding the users from their existing ecosystem.
if you want to make…
building dev community is no easy feat
it takes localized initiatives and curated dev culture to build a strong community
thats why we partnered with based fellowship @BasedIndia@callusfbi
from getting to know @Saxenasaheb's vision for the india dev market to seeing local…
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