frontrunning @frontrunvc | partner @PalmTreeCrypto | vibing @ostiatrade
detroit
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- Following 7,453
- Followers 3,336
- Likes 25,316
“In the 1800s, everybody was a farmer. In the 1900s, everybody was in manufacturing. In the 2000s, everybody becomes an investor.” - @balajis
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gm, i’m excited to announce that i’ve joined @PalmTreeCrypto as an investment associate.
looking forward to investing in web3 along side @blockchainbrett!
whether you’re just getting started on an idea or actively building with a team, feel free to reach out!
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"Crypto’s $3 trillion of liquid value creation in 10 years now rivals that of all other venture-backed startups
combined" @MessariCrypto 🤯
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Mental Models: @m2jr
“A way to think better. Frameworks for making decisions that maximize the probability of the best outcome.”
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Finding Friction
How the best businesses capitalize on finding the friction within a specific market segment and eliminate it through innovation.
Insights from: @DennisHong17 @modestproposal1 @_ram_ & @rabois
jgcapital.substack.com/p/fin…
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Looking for founders living in the future who've discovered secrets the market hasn't figured out yet.
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Great report packed with data on stablecoins.
Some takeaways:
- USDT losing marketshare to USDC in both transfer volume and active addresses due to regulation and institutional adoption.
- USDC now leading in transfer volume
- USDT still dominates P2P payments where regulatory concern isn't as high .
- Tron also still dominating over 50% of the P2P transfer volume.
- ETH and Tron still dominate stablecoin supply but Solana and Base are growing fast and gaining marketshare.
- Base now the leader in stablecoin transfer volume.
1/ Stablecoins are reshaping finance 🏦
Explore all insights, market trends, asset deep dives, and more in "The State of Stablecoins 2025"— a comprehensive report by Dune & @artemis
Link at the end of the thread 🧵
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One of the best pieces I’ve read recently on reflexivity:
“The best investors and founders are experts at seeking out the opportunities where reflexivity matters the most, where their belief does the most work.”
“You might call these areas ‘starving for belief’, or in need of ‘belief liquidity’. If you think of belief as a currency, then reflexivity is like compound interest.”
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Product Market Mint: @soundxyz_
Music NFTs are making .wavs
S/O to the artists leading the way @whoinvitedgrady @imdanielallan @MarianHillMusic @oshimakesmusic @_AbJo @AllanKingdom
mirror.xyz/stackin.eth/Ihn6X…
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Instead of investing my stimulus into the market.
I invested it into myself.
Registered for the CFA exam in August. ✅📚
After talking to a lot people I feel like this and continuing to post my analysis online will give me the best chance at landing a job in the future. 🤞🏼
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I wrote this "Market Bottom Thesis" one year ago today heading into 2020 March OPEX.
Never would've thought that we'd be here 1 year later.
Wouldn't have come to any of these conclusions if it wasn't for @spotgamma @vol_christopher & @SqueezeMetrics
jgcapital.substack.com/p/fla…
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Two ways to build in crypto:
Create entirely new markets that couldn't exist before.
Or remove all the friction from markets that already do.
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Most edge comes from obsessing over what naturally pulls you in.
But counterintuitively - when you force yourself deep into sectors you initially dismiss as boring, you'll almost always find something worth getting excited about beneath the surface narrative.
Stay curious enough to dig past your first impression.
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Got verified on @JoinCommonstock today!
Amazing product, great team... excited for the future!
🚀🚀🚀
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Clanker just evolved from memecoin → cashflow coin.
⅔ of fees now used for buybacks.
• $29M cumulative fees (7th all-time on Base)
• $2.14M in 30d fees → $26M annual run-rate
• At $40M FDV, that’s a 1.6x Fee/FDV vs. Virtuals’ 30x.
• $19M in annual buy pressure on a $40M token.
clank clank
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it was announced the 23rd - I assume they did 2/3 of fees post announcement.
if you keep the 2/3 of fees as they outlines its $977k in buybacks pending.
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Quote from @InvestLikeBest podcast with @patrick_oshag
Such an awesome episode, check it out.
@joincolossus
joincolossus.com/episodes/85…
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@Dune dashboard projecting daily buybacks based on @clankeronbase new model — ⅔ of all protocol fees used to buy back Clanker.
They’ve only executed manual buyback so far of $65k, ~$994K in buybacks currently pending based on accrued fees.
Looking forward to seeing this process fully automated.
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Can't believe it been a year since the February 2020 OPEX that kicked off the Corona liquidity cascade. My first gamma trap... I remember it like it was yesterday. @spotgamma
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I already know @packyM is finishing his piece on @soundxyz_ right now.
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Just became the # 8 backer of INNERSPACE from @camouflybeats on @soundxyz_
My first music NFT.
Web3 music makin .wavs
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Datacenter and GPU capex is the largest macro trend to track.
It will drive every market—equities, energy, semiconductors, and yes, crypto.
The scale is unprecedented and has implications for all assets.
Compute becoming a commodity is inevitable. 🧵
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LFG. Got my first golden egg. "Body" is one of my favorite tracks off Modern Romance too. @bloodywhxte
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Slowly trying to grind my way up the @JoinCommonstock like leaderboard.
In some great company @mikemcg0 @gannonbreslin @NathanWorden @SeifelCapital
Only a casual $67.7 million more in order to take first place.
There's some whales on this platform! 😲🤯
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I always enjoy listening to @DennisHong17 speak.
I’ve learned a lot from him and Shawspring.
Like his last video with @goodinvestingc, this one is filled with gems for entrepreneurs in the finance industry.
Here are some of my notes.
betterthangood.substack.com/…
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Great Stablecoin report - some takeaways:
- B2B stablecoin payments grew 288% YoY ($772M → $3.0B), now 50% of all stablecoin volume. Stablecoins officially moving towards core business operations.
- Stablecoin card payments doubled YoY ($543M → $1.1B). Users starting to treat crypto cards as functional equivalents to regular payment methods.
- US leads global stablecoin flows (19%), tied with Singapore. Challenges the narrative that stablecoins are only for countries with weak currencies/inflation. US adoption despite existing payment rails = validation.
- P2P stablecoin payments declined 17% YoY ($1.8B → $1.5B), falling from majority use case to second behind B2B.
excited to share our third major stablecoin research report, in collaboration with @artemis and @dragonfly_xyz
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AI agents manage $223M in DeFi today.
0.15% of $147B total Defi TVL.
Agents that abstract complexity, execute, optimize, and compound capital 24/7 are just beginning.
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"Bubbles aren't so much about valuations rising. That's just a symptom of something else: time horizons shrinking as more short-term traders enter the playing field." -@morganhousel
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I always learn so much from listening to @m2jr.
20 minutes in and already need to go back and take notes.
His mental models and frameworks around venture and investing are amazing.
My conversation with @m2jr
If you are interested in building a company that brings about real change, this is a detailed “how-to” discussion with someone that’s seen it all
We hit everything sequently:
Insight>product>customers>growth + more
Enjoy!
joincolossus.com/episodes/61…
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Listened to one of the most recent episodes of “Mint” w/ @3LAU @levychain where they breakdown the two current models of music NFTs.
Patronage & Ownership
🧵👇🏼
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Love this thread and the concept of Memento Mori. @RyanHoliday and his books have had a huge impact on me. I wrote this piece on Memento Mori awhile back. 👊🏼
link.medium.com/OiDCWZ8xfeb
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¨:·.｡.·:¨༺ ༻¨:·.｡.·:¨
SC06: The Event @seedclub
¨:·.｡.·:¨༺ ༻¨:·.｡.·:¨
I'm on The List, btw
┊ ┊ ┊ ┊
┊ ┊ ☆ ┊ ┊
┊ ☆ ☆ ┊
★ ★
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Massive day for @clankeronbase — $698K in fees generated yesterday.
With ⅔ of fees now used for buybacks, that’s $465K in buybacks — or 4,345 Clanker at current prices ($107).
That’s 0.43% of total supply buybacks in a single day.
ALT https://dune.com/clanker_protection_team/awesome-clanker
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No brainer subscription. Some of the best analysis out there.
The price is too low imo. @SeifelCapital 😉
seifelcapital.substack.com/
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Watching this community and platform grow overtime has been amazing! Congrats to the @JoinCommonstock team!
Thrilled to finally share: @JoinCommonstock raised a $25M Series A from a dream team of investors to power the next era of Smart Money.
Huge thanks to our incredible team and community for getting us here.
We're just getting started.
cnbc.com/2021/10/05/commonst…
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My current thoughts on Clubhouse and how it might threaten $SPOT's moat around audio.
What do you think?
@JoinCommonstock
share.commonstock.com/0HOobg…
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Maybe my favorite @InvestLikeBest episode ever with @_ram_. Here are some of my takeaways.
Thank you @joincolossus & @patrick_oshag.
Check it out on @JoinCommonstock
share.commonstock.com/wePIzO…
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Retail is hungry for leverage.
Options volume is up 137% in 5 years—despite being complex for the average investor.
Perps are simpler, more consumer-friendly, and one of crypto’s most successful financial primitives.
Applying them to traditional assets like stocks is a massive opportunity and yet still early in adoption.
Ostium is on track to blow past $1B in volume this month.
SPX/USD is currently the most popular market.
ALT Ostium monthly volume.
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Brain Fuel Friday 🤯🚀 @JoinCommonstock
ft. @fatbabyfunds @SeifelCapital @kylascan @ballmatthew @studios @titanvest @tferriss @m2jr
share.commonstock.com/aAkVWQ…
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This is awesome! I actually laid out the thesis for #Bitcoin awhile back through the lens of Peter's characteristics of a monopoly business from his book "Zero to One". Check it out! on @JoinCommonstock share.commonstock.com/CN64uf…
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Awesome insight into what @mikemcg0 and the team are building at @gmdotxyz.
Excited to watch this project develop over time.
What an amazing episode I have for you this week! I speak with @mikemcg0 co-founder of @gmdotxyz. He and his brother, have been tirelessly working to bring a decentralized community platform to web3. They even have NFTs as PFPs 😲
Listen:
wholesomecrypto.com/podcast/
#Ethereum #eth
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"The businessman is creating a product based on feedback from their customers vs a craftsman is building a product that they want to build for themselves and then they go find customers that resonate with that." -
@HaydenCapital
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I've been behind on reading @borrowed_ideas deep dives. Just finished reading the one on Square.
Great work as always, awesome breakdown of the BNPL landscape.
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“If you make something that rich people already do, assessable to everyone, that’s probably a good model for a startup” - @3LAU @levychain
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"Invest Like Naval Ravikant"
New blog on @naval's recent podcast with @tferriss.
I took some quotes from the episode that resonated with me and applied them to my own investing experience.
jgcapital.substack.com/p/inv…
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Great dashboard from @sealaunch_ on @xStocksFi - tracks real demand for onchain stocks.
Early data shows SPYx, TSLAx, and NVDAx leading volume.
Most excited about yield opportunities on growth stocks that pay no dividends (TSLA) or minimal dividends like S&P 500 & NVDA. Currently only DeFi opportunities exist via Raydium LP pools.
Lets compare a $1k investment onchain vs traditional brokerage.
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Stocks moving onchain is an obvious trend and it’s not new. @Securitize, @BackedFi and @DinariGlobal have offered tokenized equities for a while. @RobinhoodApp signaled the same shift yesterday.
But the real unlock is stocks that stay usable onchain: tradable on DEXs, transferable between wallets, and usable as collateral in Lending protocols.
This week, @xStocksFi launched onchain US stocks that are DeFi-compatible.
→ @Dune 📊
dune.com/sealaunch/xstocks-o…
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I attended my first @usewaitroom ft @m2jr & @lochhead yesterday and what a cool experience.
As an investment analyst, I couldn't help but think how effective this could be in earnings calls & Q&A sessions with public companies.
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Great piece on local stablecoins - this adoption curve graph is telling.
Most stablecoin flows follow the same old pattern:
Fiat → USD stablecoin → Fiat
But a new model is rising:
Fiat → Local stablecoin → Local stablecoin → Fiat
The Stablecoin Sandwich: a local-first design that speaks the language of emerging markets 👇frontera.beehiiv.com/p/the-s…
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I think @borrowed_ideas is amazing at this. He’s who inspired me to write notes/memos on @JoinCommonstock of your podcast and many others.
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Some interesting insights here on "doom" thesis - don't agree with everything, but theres some data points that are compelling.
$ABNB vs $DASH stock performance
AirBnB = consumers still exploring the real world (-11% YoY)
DoorDash = consumers too busy/lazy to leave their digital life for food (+119% YoY)
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Encourage everyone to watch the previous interview, it’s one that I continuously revisit. Tons of gems. Excited for this one!
piped.video/A2e1KbAKg-8
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Earnings Recap: $DKNG
Highlights: Betting Trends, Legalization, Product Development, MUPS & ARMUPS Growth.
@JoinCommonstock
share.commonstock.com/d3u9Iu…
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Thank you @graceeegruber, I didn't get a chance to rant about how much I want $SPOT to push into social... another day... Appreciate it 🙏
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Ready for the Final Four In The Desert: @titlesxyz.
Mint: titles.xyz/collect/base/0x32…
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FYI - this dashboard is modeled on the projected 2/3 fee split of total fees, but given the varying fee structures, it isn’t a direct reflection of actual or anticipated buybacks. Hopefully the team releases a more comprehensive breakdown soon.
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