⛓️ Crypto Terminal

“Preferring 'blockchain' over 'crypto' is a smart PR move given the latter has been tainted by speculations, grifts, crashes, and frauds.”

“Collector Crypt is a rare onchain success story that meaningfully drove the author's first onchain transaction in months, suggesting gacha mechanics are good for crypto adoption.”

“The approach remains largely unchanged — accumulate on any dips — as bearish sentiment appears to be flipping and discounted entries during broader pullbacks are the desired opportunity.”

“Diversification within a crypto-heavy portfolio is largely cosmetic because all crypto assets sell off together, making true diversification require assets outside the crypto correlation bucket.”

“NYC-only hiring mandates reduce the candidate pool by 90%, force compensation competition with Jane Street and Citadel that startups cannot sustain, and select candidates with the fewest options while top operators are concentrated in Lisbon, Buenos Aires, Berlin, Dubai, and Istanbul.”

“Crypto-native players have spent five years trying to build emerging-market off-ramp networks and have not done so at scale, proving WU's moat is nearly impossible to replicate.”