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Tyler Reynolds
tbr90
The simple case for $450 $PICKLE$450 x ~1.33M YR1-supply = $600M$600M / 50x P/FCF => $12M FCF per year*Very doable* FCF target bcOver $3B of stablecoins on AMMsOver $60B of
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Here’s the cycle of misinformed bubble investing, which really extends to all “tech” bubbles whether crypto or railroads1) Fringe visionaries see promise of new technology & dabble. People laugh2) New
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I gotten ~6k new followers in the last 48 hours, so let me tell you the most important thing as you spend time in crypto. Don’t trust *anyone* who promotes
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I don’t know how big cross-chain swaps will actually be, but I can see a world in which each Thornode costs over $1B in collateral2.5M per node (dev’s upper estimate)
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Hidden network effectsSome businesses have defensibility through hidden network effects. You wouldn’t think it if you looked at the business from a theoretical perspective, but some weird quirks can endow
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Here are the main unique types of defensibility ranked by strength of defensibility 1. Network Effects2. Economies of Scale (demand side or supply side)3. Regulation 4. Technology 5. BrandIt is
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Beyond outright scams, the stupidest mistake retail will make are category errors. People will look at essential projects (oracles, credit facilities, DEXs) and think they’ll be worth a lot
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Basically every project has done yielding farming wrong except @Compoundfinance and @YamfinanceEven successful projects that launched via farming didn’t optimize.We’re still in the discovery process for best practices, but here
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A lot of people are scratching their heads in disbelief that amazing DeFi projects are falling so much from their highs. While you may be surprised it’s happening now, you
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