
Founder & CIO of Maverick Crypto @GMMaverickCap. I larp on all things crypto. DM open. Not investment advice. @Bridgewater @Yale
Mars
Joined April 2020
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Simiao Li retweeted
Kamala seems downright likeable and Trump sounds angry. Coins are sniffing this out
Simiao Li retweeted
Wukong became one of the fastest selling games of all time.
An investor who invested $20M+ has this to say about gaming founders who chase hype and blindly pivoted to Web 3.
“Even if I die I won’t invest in them. They don’t even like games, how will they make good ones?”
Simiao Li retweeted
crypto doesnt go sideways for 6 months & fuck us all over with a false breakdown for a +10% move, this market trades like a maximum speed freight train when it starts trending again
Seeing some of the worst sentiment on alts and largest divergence from equities since last august.
Yet also some of the cringiest sentiment counter-signals showing up (celeb coins, cringe solana videos, etc.).
Which way do we net out?
Onchain outperformers continue to outperform while CEX alts get cucked. This bull market so far has been much more so a game of selection than a game of aggression.
Simiao Li retweeted
Correct – at Isla Verde, Puerto Rico
Replying to @RokoMijic
The fundamental truth of cryptoassets is that a thing that can be bought and sold permissionlessly and globally in exchange for dollars or other fiat money is an incredible invention. It doesn't actually need to do anything other than be a thing you can buy and sell for dollars/fiat, be electronic and permissionless and divisible.
We actually managed to un-invent this thing in 1933 when FDR made gold illegal (for the first time in history, I believe!).
Every cryptoasset since Bitcoin was invented in 2009 just exists as a "me too!" version of Bitcoin - something you can buy or sell in exchange for fiat.
All the "crypto usecases" that people have talked about are just a sort of story that we tell people to get them to buy into a permissionless store of value, because many people would find it weird that that one usecase is worth 10 trillion dollars and they actually wouldn't buy.
Simiao Li retweeted
"If you do not have any plans to TGE before end of July 2024 then you are making a strategic error in market timing."
If you do have plans to TGE before end of July, just know that you are competing with dozens of TGEs, some very high profile that have similar plans
Damned if you do, damned if you don't
Best timing is already behind us
Advise for all teams that are yet to TGE:
- CEXs have a congestion of listings meaning even post TGE it will take time to be listed on a tier 1 CEX.
- Strategic Angel rounds are exponentially increasing meaning vesting terms will need to be even shorter to get onboard KOLs.
- Primary markets are heating up fast w/ VC FOMO meaning founders have leverage for valuations with excess demand. Valuations will rocket prior to listings.
If you do not have any plans to TGE before end of July 2024 then you are making a strategic error in market timing.
Launch your token and plan for it right now.
Justice being restored as the original $tremp catch up to the copy $boden. A few more whales buy-in and we shall be in parity.
$TREMP surged to a record high of $97.2M, a remarkable 243X increase from my initial call at $400K. This is just the beginning as Tremp is poised to shape the future of the United States on $Solana in 2024. @blknoiz06, you've aligned yourself with the wrong side of history. Fellow patriots and I are committed to revitalizing memes and making them great again!
铭文和BTC生态过去一段时间汇率很糟糕。都牛市下半场了BTC相对强势阶段已经过去了,该炒作破圈叙事了(Meme,Depin, Gaming), 而中国盘子们还在发小圈子自嗨的中二资产等着人买。
需要文化共识的币很难跨文化圈层真正意义上破圈。就像中国人不懂老美那些红脖子梗一样。BTC eco天花板是华人币圈。
Gm. Another day when I question why I own anything else other than meme coins. Have replaced BTC with Doge but now even my Sol bags are starting to feel agonizing by not being Wif.
Simiao Li retweeted
most painful scenario is simply outperformance barbell of bitcoin <> solana <> memecoin supercycle while all other alts just underperform and chop sideways & entirety of CT is full majority ported in eth
Simiao Li retweeted
Retardio, Remilio, Normilio, Retailio, Dementio, Depravio
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