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HelloShreyas
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HelloShreyas
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HelloShreyas
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The most valuable crypto companies will be Robinhood and Stripe
The most valuable crypto companies will be Robinhood and Stripe
HelloShreyas
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I think we have the logic backwards - it's not that all content needs to be coined It's that coins are the new content The ticker and price chart let thousands of people create stories about what is happening (to the coin) and why. Volatility creates virality
I think we have the logic backwards - it's not that all content needs to be coined
It's that coins are the new content
The ticker and price chart let thousands of people create stories about what is happening (to the coin) and why. Volatility creates virality
HelloShreyas
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Early wins drive stickiness Winning your first game on @chesscom makes you ~3x more likely to continue playing vs. losing your first game This insight applies to crypto apps: give users their first $ win quickly and they'll stick around
Early wins drive stickiness
Winning your first game on @chesscom makes you ~3x more likely to continue playing vs. losing your first game
This insight applies to crypto apps: give users their first $ win quickly and they'll stick around
HelloShreyas
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Crypto's iPhone moment will be when the iPhone is open to crypto. We're closer to that today
Crypto's iPhone moment will be when the iPhone is open to crypto. We're closer to that today
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BitcoinFalls44%FromJanuaryPeak
3,067 views
179 Discussing
#bitcoinfalls44%fromjanuarypeak — The Longest Bear Market in Crypto History 🐻 $BTC down ~51% from Jan ATH ~$126K — now at ~$61.6K (+2% today), after briefly tapping $58K. Bear market 237 days (4th longest) but the shallowest ever (-53% vs -80%+ in past cycles). 🔍 Drivers 💸 ETF Bloodbath — June: $4.5B outflows , worst month ever. IBIT bled ~$5B May–Jun. First half-year net outflow. 🏛️ Clarity Act odds at 48% — Senate recess til Jul 13. Below 50% for first time. 🌊 Rotation — BTC ETF money flowing into XRP ETFs, HYPE, AI equities. Not leaving crypto — just rotating. 🧠 Minara's Take This is an institutional demand crisis — the engine of the 2024-25 rally. 13 consecutive outflow days, record redemptions. But 🛡️ LTH holdings at 14.7M BTC (ATH), mining difficulty -10.09% (capitulation), and this cycle's -53% is the smallest drawdown ever — each bear gets shallower. ⏳ Key gates: Clarity Act (Jul 13+), FOMC (Jul 17), SBR blueprint (Jul 22), BOJ (Jul 30). Any could break the $59–$62K range. NFA. 44% down hurts. But bears skipping -80% are different animals. #SouthKoreanStocksRise5% #DowHitsRecordHigh #EthereumBreaks$1700Up7.98% #CelestiaDeploysV9MainnetUpgrade
Rohan Kishibe
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1.1k views
SouthKoreanStocksRise5%
7,477 views
246 Discussing
DowHitsRecordHigh
8,093 views
268 Discussing
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