nairolf

every single year there is an eclipse you are supposedly only gonna see once in your lifetime

one of the underrated potential use case for crypto imo decentralized socials have this weird connotation of "this thing doesnt work cause no one cares" but i do believe a good token design around a social media could actually change things social networks already run on status, attention and contribution, crypto just gives you a way to turn those into actual ownership + incentives the problem was maybe never decentralized social but just bad incentive design?

how to build the next big crypto thing: 1) find something young people already care about 2) turn it into an asset 3) enable speculation on it 4) win

top fees generator what do you notice? x.com/0xNairolf/status/2087434…

there has never been an easier time to join crypto every cycle has opportunities, the only thing that changes is the frequency bull market = more opportunities, but way more garbage bear market = fewer opportunities but less garbage there is always something to find

"bro wat is erc6551?" An explanation of ERC-6551 (and how Stonk Broker leverages it), in (very) simple terms 🧵 t.co/19X2XDoTTA

nfts are one of crypto best primitives if they could make a comeback as literally anything other than art id be the happiest man alive plz god

thesis is simple: long apps

spot tokenized stocks on hyperliquid will be one to watch - could finally give hyperliquid spot a real reason to exist (outside of hype) - could (massively) accelerate tokenized stock adoption - could become the liquidity layer needed to build DeFi on top of them will see

"bro wat is erc6551?" An explanation of ERC-6551 (and how Stonk Broker leverages it), in (very) simple terms 🧵 x.com/0xNairolf/status/2087102…

44,444 nfts sold out in 1h 684 eth ($1,280,000) you monkeys

only 3-4% of FWA pulls end up keeping the nft pretty good evidence that people arent really buying the asset lol x.com/0xNairolf/status/2087057…

memecoins are funny because ppl either full love them or max hate them no in between

from here, you can be bullish on products enabling speculation on: - net new assets - existing assets that are hard to trade - things that havent historically been assets at all 99% of crypto pmf

the holy trinity: - working product - revenue - no token

i think this is one of the best periods to launch something > tl is hungry for new things > very low competition > attention isnt fragmented across 500 launches a day > people have capital to deploy 👀

fomo is a great example that you dont always need to invent a complete new primitive to win sometimes you just need to package things that already exist into a product people actually want to use expect to see this playbook repeated a lot

first mover advantage feels so much stronger in crypto than in any other industry how many "killers" have actually killed the original? L1s, lending, dex, perps, launchpad it is actually super rare

phantom won at expectations management thats really it

consumer crypto is winning while it has been lagging a bit against institutional crypto for the last two years, it seems clear the momentum has now shifted pumpfun/fomo, onchain collectibles, neobanks -> all their adoption metrics are up and to the right we finally there

every week is a big week now game time

so we now have a second ansem? :o

social layer on everything is next memecoins trading was first, then you will have prediction markets, perps, etc not sure everything will be successful tho

touching grass x.com/0xNairolf/status/2086104…

people love to get farmed perp dex are showing it in real time, hyperliquid was super successful and created insane wealth how many perp dexes have created wealth since then? 0 how many perp dexes have been launched since then? 100+ how much money has been extracted? prolly more than $1b you have to understand that the incentive for all those copy cat is running the "airdrop rumours" for as long as possible to collect as much fees as possible the farmers are the whole product