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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. Nathaniel Whittemore‏ @nlw Aug 20

      Nathaniel Whittemore Retweeted Arthur Hayes

      6/ A couple more pieces on the Ethereum skepticism. @JonathanCheesm4 wrote this “wake up call” https://medium.com/@jc_78614/a-wake-up-call-for-ethereum-2c23d25cf895 … and it was hard to avoid this newsletter last week:https://twitter.com/CryptoHayes/status/1029543088480374786 …

      Nathaniel Whittemore added,

      Arthur Hayes @CryptoHayes
      #Ether, A Double Digit Shitcoin and other articles in this week's Crypto Trader Digest, https://bit.ly/2BaKCfY 
      1 reply 0 retweets 1 like
      Show this thread
    2. Nathaniel Whittemore‏ @nlw Aug 20

      Nathaniel Whittemore Retweeted Erik Torenberg

      7/ Maybe the biggest “winner” was the rise of "Fat Monies" over the last couple months. Many have noted how quickly sentiment has shifted in this direction. For a good primer, check out this podcast with @eriktorenberg, @arjunblj & @MustStopMuradhttps://twitter.com/eriktorenberg/status/1027974717255249920 …

      Nathaniel Whittemore added,

      Erik Torenberg @eriktorenberg
      Just released "Fat Monies: Anti-Contrarianism in Cryptocurrency Investing" with @arjunblj and @MustStopMurad. We discuss the attached: https://itunes.apple.com/us/podcast/venture-stories/id1316769266?mt=2&ign-mpt=uo%3D4 … https://www.breaker.audio/venture-stories/e/36670785 … pic.twitter.com/omMfE0wtMq
      1 reply 1 retweet 6 likes
      Show this thread
    3. Nathaniel Whittemore‏ @nlw Aug 20

      Nathaniel Whittemore Retweeted Arianna Simpson

      8/ Of course, as Fat Monies is rising, so too are the arguments that belief in the essential importance of crypto as digital money doesn’t preclude being interested in other uses for blockchains.https://twitter.com/AriannaSimpson/status/1030195343030284288 …

      Nathaniel Whittemore added,

      Arianna Simpson @AriannaSimpson
      1/ I’m noticing a resurgence in the crypto as “money” narrative, over any other usecase. This seems to be related to what part of the cycle we are in.
      Show this thread
      1 reply 0 retweets 0 likes
      Show this thread
    4. Nathaniel Whittemore‏ @nlw Aug 20

      Nathaniel Whittemore Retweeted Jill Carlson

      9/ A narrative relating to price that saw an increase recently was the “Decoupling” - which is in short a sense that a separation in price between Bitcoin and the rest (or even a basket of BTC & top alts & the rest) represents maturity in the marketshttps://twitter.com/_jillruth/status/1021488276253958144 …

      Nathaniel Whittemore added,

      Jill Carlson @_jillruth
      This is almost surely premature but... are we starting to see a decoupling of bitcoin from the rest?
      1 reply 0 retweets 3 likes
      Show this thread
    5. Nathaniel Whittemore‏ @nlw Aug 20

      10/ One more ascendent narrative. A few weeks ago, there was a big hullabaloo about whether holding BTC was free riding. Since then, the notion of holding (store of value) being *the use case* for Bitcoin has gotten much stronger. See @BMBernstein's piecehttps://tokeneconomy.co/cryptocurrencies-are-money-not-equity-30ff8d0491bb …

      1 reply 0 retweets 1 like
      Show this thread
    6. Nathaniel Whittemore‏ @nlw Aug 20

      Nathaniel Whittemore Retweeted Marty Bent

      11/ The flip side of the above ascendent narratives was definitely the relinquishing of place of the Fat Protocols thesis that animated crypto for the previous couple years. Whether this reduced status sticks is yet to be seen.https://twitter.com/MartyBent/status/1028974908825628673 …

      Nathaniel Whittemore added,

      Marty Bent @MartyBent
      The Summer of 2018 will be remembered as the Great Cleansing. ETH is dying, the Fat Protocols thesis has been thoroughly debunked, and Bitmain has proved itself too emotional to be a mainstay in this industry. All of this is long-term bullish for BTC. #HODL
      Show this thread
      1 reply 0 retweets 0 likes
      Show this thread
    7. Nathaniel Whittemore‏ @nlw Aug 20

      12/ What about narratives that are floating around but not really a big thing yet? I put these together in a “Watchlist”

      1 reply 0 retweets 1 like
      Show this thread
    8. Nathaniel Whittemore‏ @nlw Aug 20

      Nathaniel Whittemore Retweeted Chris Burniske

      13/ I’m really interested in the "Usage Bull” narrative which thinks that it takes some meaningful usage from a breakout dapp (or series?) to get the markets excited again. @cburniske’s thread here explores the gap between usage value/speculative valuehttps://twitter.com/cburniske/status/1028731261186125830 …

      Nathaniel Whittemore added,

      Chris BurniskeVerified account @cburniske
      1/ Why is #crypto falling so much in 2018? Because in 2017 the market was up > 30x, but adoption (beyond investing & trading) wasn’t concurrently up 30x.
      Show this thread
      1 reply 1 retweet 2 likes
      Show this thread
    9. Nathaniel Whittemore‏ @nlw Aug 20

      Nathaniel Whittemore Retweeted Kyle Samani

      14/ What if it’s not fat protocols but Fat Apps that can capture value? I’m watching to see if this fat app idea starts to provide a counter narrative for the strict crypto-is-only-good-as-money narrative. Start with this @KyleSamani / @multicoincap piece:https://twitter.com/KyleSamani/status/1027577570949296134 …

      Nathaniel Whittemore added,

      Kyle Samani @KyleSamani
      2/ Rather, we believe in fat protocols because we believe that the native token of a smart contract platform is most likely to become a global digital reserve asset that's worth tens of trillions of dollars
      Show this thread
      2 replies 0 retweets 4 likes
      Show this thread
    10. Kyle Samani‏ @KyleSamani Aug 21
      Replying to @nlw @multicoincap

      Fat money will capture the overwhelming majority of value. Apps cannot compete Apple just passed $1T. The winning global digital reserve asset will be ~$50T

      1 reply 1 retweet 13 likes
      Murad Mahmudov  🚀‏ @MustStopMurad Aug 21
      Replying to @KyleSamani @nlw @multicoincap

      ~$100T-200T If leaky inflationary fiat is 90T, imagine how precious a deflationary, global money will be.

      6:10 AM - 21 Aug 2018
      • 9 Likes
      • Hakeron Kcrypt Dan Hedl ~⚡ Linear Trav ouroboros Sar Haribhakti • ic4rus
      1 reply 0 retweets 9 likes
        1. New conversation
        2. Murad Mahmudov  🚀‏ @MustStopMurad Aug 21
          Replying to @MustStopMurad @KyleSamani and

          inflationary money = “hot potatoes” current asset managers generally minimize cash <10% holdings marginal propensity to hold a deflationary money will be way higher we never had an asset, let alone a money, as scarce / hard as Bitcoin before

          3 replies 4 retweets 25 likes
        3. Alexander Pack‏ @alpackaP Aug 21
          Replying to @MustStopMurad @KyleSamani and

          1 Not necessarily true. Entities that collect the seigniorage like holding inflationary money because it isn’t inflationary to them. Central bank forex reserves + global sovereign debt = $55T.

          1 reply 0 retweets 1 like
        4. Alexander Pack‏ @alpackaP Aug 21
          Replying to @alpackaP @MustStopMurad and

          2 If non-fiat money takes off, we may see the proportion of “money hodlers” shift from governments to the new groups that receive seigniorage benefits - the general saver (for deflationary money), miners and stakers, etc. Not clear yet that the total demand will change though

          2 replies 0 retweets 1 like
        5. Alexander Pack‏ @alpackaP Aug 21
          Replying to @alpackaP @MustStopMurad and

          You can think of seigniorage as one of the rents that crypto disintermediates. Effectively consumer surplus

          1 reply 0 retweets 0 likes
        6. Murad Mahmudov  🚀‏ @MustStopMurad Aug 21
          Replying to @alpackaP @KyleSamani and

          in the case of central banking / money production, Bitcoin eliminates seigniorage entirely, not redirects it.

          1 reply 0 retweets 0 likes
        7. Alexander Pack‏ @alpackaP Aug 21
          Replying to @MustStopMurad @KyleSamani and

          It certainly doesn’t. What do you think miners get?

          1 reply 0 retweets 0 likes
        8. Murad Mahmudov  🚀‏ @MustStopMurad Aug 22
          Replying to @alpackaP @KyleSamani and

          Only up to a point, for distribution purposes. Seigniorage is essentially non-existent post-2050.

          0 replies 0 retweets 0 likes
        9. End of conversation

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