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
2 replies 1 retweet 7 likes -
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
4 replies 5 retweets 20 likes -
Replying to @MustStopMurad @decentralistdan
i certainly think there is value to this thesis but SoV/money being biggest addressable market on earth doesn't preclude alternative crypto assets gaining share of other important markets
1 reply 0 retweets 1 like -
Replying to @_CryptoChat_ @decentralistdan
hard to say how. Blockchains are all about eliminating rent seeking
1 reply 0 retweets 0 likes -
Replying to @MustStopMurad @decentralistdan
not really.
@nic__carter and@tonysheng have written well on this topic: https://www.tonysheng.com/fees-vs-rents https://www.tokendaily.co/blog/on-labels-a-critical-look-at-blockchain-discourse …1 reply 0 retweets 0 likes -
Replying to @_CryptoChat_ @decentralistdan and
he literally talks about how 99.9%+ of utility tokens are unlikely to accrue value
1 reply 0 retweets 0 likes -
Replying to @MustStopMurad @decentralistdan and
i'm referring to your use of 'rent-seeking'
3 replies 0 retweets 0 likes
we can build an Uber-like dApp and take 1% cut instead of 25% cut, it will really push margins downwards, newfound (unextracted) value will go to riders and drivers instead of Kalanick. do u catch my drift
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