DegenSensei

Putting up ai generated articles about how this industry is over forever on Christmas?
Have some shame. The sun will shine upon us again even if we are in winter now

Go through your bookmarks that you were never going to read before the end of the year

Value provided per account on the timeline is infinitely higher during these times
Been enjoying it lately

Underrated life hack is to have good friends in all facets of society instead of only focusing on the monetary aspect
I needed to get an MRI and having a good friend that is a radiologist expedited the whole process
1 doctor
1 lawyer
1 realtor
1 for physical labor, e.g. electrical, plumber etc
The key is that everyone provides value for each other but it makes life ten times easier

Polymarket and Kalshi continue to go meat for meat with the continuous raises and they don't think we are noticing

A bull market starting earlier than expected is likely also leading to a bear market starting AND ending earlier than expected
Something to contemplate for next year

Guy who advocates for privacy but shills Kalshi

I believe that the continuous encroachment of the European Union will lead to increased capital allocation to privacy
No, this is not a $ZEC bull post cause it's a privacy memecoin, but something to consider for the sector with a mid-term timeframe
Also, think it ends up being bullish DeFi apps with clear PMF since they are permissionless

Almost at the point where CT only consists of the same 25 usual suspects and their alt accounts

Actual vibe shift
Can you feel it?

Only on-chain trades worth taking in this environment are the ones with clear catalysts coming up soon, due to the lack of flows
If it can't garner attention in the near future, it will remain in a Sahara desert

Everyone is bullish on the tokenization of equities but not all tokenized equities are the same:
@xStocksFi - Wrapped equity product where the equity is custodied off-chain and a digital representation is created as a token
Perps on @HyperliquidX or @RobinhoodApp - Synthetic derivatives that mirror the price action of a stock
@SuperstateInc - Tokenized equity that offers the same rights as traditional equities (example of this is $GLXY shares that you can buy on-chain)
The end state is likely that all stocks get tokenized and give you the same rights as traditional shares, so closer to what

Base case is that gambling addicts will use their $MON airdrop to buy the first token on the ecosystem that can sustain any meaningful price action and attention
Betas won't survive in an environment like this, play the winner or don't play at all

The greatest opportunities have emerged in the worst market conditions