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MustStopMurad's profile
Murad Mahmudov 🚀
Murad Mahmudov 🚀
Murad Mahmudov  🚀
@MustStopMurad

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Murad Mahmudov  🚀

@MustStopMurad

Cryptocurrency Analyst. Bitcoin, not Blockchain. Angel Investor. Previously @Princeton.

New York, NY
Joined March 2017

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    1. Dan Zuller‏ @danzuller Jun 2
      Replying to @danzuller @MustStopMurad

      2/ This is also assuming demand growth outpaces supply growth, which is another force bringing friction to the value growth. Point is, the pass-through factor is okay for the network so long as ETH continues to be held by sellers of ERC tokens.

      1 reply 0 retweets 0 likes
    2. Murad Mahmudov  🚀‏ @MustStopMurad Jun 2
      Replying to @danzuller

      1. Your first point assumes pre-ICO and ICO conditions; post-market liquidity this is not the case. 2. There will be token issuances on multiple SC platforms. 3. The entire process will be increasingly frictionless and instantaneous, with ETH/SC token holding periods going down.

      1 reply 0 retweets 0 likes
    3. Murad Mahmudov  🚀‏ @MustStopMurad Jun 2
      Replying to @MustStopMurad @danzuller

      4. If ETH receivers don't want to speculate, they will increasingly be able to instantaneously transfer to Stablecoins or BTC. 5. If the world increasingly views BTC as a superior SoV to ETH, the incentives to hold ETH go down.

      2 replies 0 retweets 1 like
    4. Kacper Wikieł‏ @kacperwikiel Jun 2
      Replying to @MustStopMurad @danzuller

      Your argument is invalid -> more money going to ICO's -> higher ethereum pricepic.twitter.com/1teNvymsu2

      2 replies 0 retweets 0 likes
    5. Dan Zuller‏ @danzuller Jun 2
      Replying to @kacperwikiel @MustStopMurad

      Interesting chart, but we can’t assume ethereum will continue to be the only platform to host ICOs.

      1 reply 0 retweets 1 like
    6. Kacper Wikieł‏ @kacperwikiel Jun 2
      Replying to @danzuller @MustStopMurad

      Kacper Wikieł Retweeted Richard Burton

      @danzuller I would disagree: 🏦 @Balance_io Open Source Bank 📊 @Bloom Protocol Credit Scoring 🤝 @DharmaProtocol Debt Contracts 📈 @Bloqboard Credit Financing Tools ⚙️ @0xProject Exchange Infrastructure 🦄 @ethereum Contractual Computationhttps://twitter.com/ricburton/status/1000267133383856129 …

      Kacper Wikieł added,

      Richard Burton @ricburton
      🏦 @Balance_io Open Source Bank 📊 @Bloom Protocol Credit Scoring 🤝 @DharmaProtocol Debt Contracts 📈 @Bloqboard Credit Financing Tools ⚙️ @0xProject Exchange Infrastructure 🦄 @ethereum Contractual Computation 🌏 Open Source Financial Software for Everyone 🌍 pic.twitter.com/h7hIRooJde
      1 reply 0 retweets 1 like
    7. Kacper Wikieł‏ @kacperwikiel Jun 2
      Replying to @kacperwikiel @danzuller and

      If you create your ICO token on other platform than ethereum you need to build the ecosystem from scratch

      1 reply 0 retweets 0 likes
    8. Kacper Wikieł‏ @kacperwikiel Jun 2
      Replying to @kacperwikiel @danzuller and

      2) That's why Bitshares (one may argue that technically better suited for digital assets) lost to ethereum. And seems like EOS is investing hard to win the land-grab for ecosystem/dev mindshare

      1 reply 0 retweets 0 likes
    9. Murad Mahmudov  🚀‏ @MustStopMurad Jun 2
      Replying to @kacperwikiel @danzuller and

      None of these things have to do with SoV value accrual. You can build a 1000 things atop ETH, and BTC will still be a superior SoV. Only SoV will accrue massive value in the long-term.

      3 replies 0 retweets 2 likes
    10. Kacper Wikieł‏ @kacperwikiel Jun 2
      Replying to @MustStopMurad @danzuller and

      So If I understand correctly you think that SoV coins will have more % of total coinmarketcap than today? Or do you think that bitcoin will ever cross 50% marketshare again?pic.twitter.com/xWApu31o99

      1 reply 0 retweets 0 likes
      Murad Mahmudov  🚀‏ @MustStopMurad Jun 2
      Replying to @kacperwikiel @danzuller and

      I think Bitcoin will go to 60%

      6:42 AM - 2 Jun 2018
      0 replies 0 retweets 0 likes

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