Objectively Top 5 coins BTC ZEC ETH DCR XMR Don’t @ me under any circumstances of your entire existence
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Replying to @MustStopMurad
this is pretty much what my longterm portfolio looks like i just have ETH as a basket of ETH, ZRX & OMG
3 replies 0 retweets 7 likes -
Replying to @decentralistdan
dont think ZRX or OMG will accrue any significant value going forward
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Replying to @MustStopMurad
your reasons? i sort of think looking at ETH as a % of an overall portfolio should include some erc20s in a "basket" of sorts. I see ZRX & OMG as top dog erc20s.
2 replies 0 retweets 5 likes -
Replying to @decentralistdan
All ERC20s are worthless I think, only coins which are SoV / Money candidates make any remote sense and can continuously gain value / single biggest addressable market on earth
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Replying to @MustStopMurad @decentralistdan
MM: Money is the largest opportunity in crypto, but to dismiss all other non-money crypto projects as ‘worthless’ (as in worth zero) is hyperbolic and grossly inaccurate.
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Replying to @jonathanmarcus @decentralistdan
projects are fantastic. but many of their tokens are shit at value accrual. e.g. 0x amazing product, shit token im always talking from investor view
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Replying to @MustStopMurad @decentralistdan
Some of the largest and most profitable technology companies in the world - Google and Facebook - did not have clear value capture models in their early years.
1 reply 0 retweets 0 likes
protocols aren’t companies tokens aren’t equity all unpegged tokens without explicit rent / cashflows are money-like for all intents and purposes and blockchains are all about rent elimination
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Replying to @MustStopMurad @decentralistdan
Very fair points. It definitely remains to be seen if token economics can be changed mid-flight.
0 replies 0 retweets 1 likeThanks. Twitter will use this to make your timeline better. UndoUndo
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