Tim0x

vip
Web3 Creator
DeFi Analyst
On-chain Analyst
Research and onchain Analyst
Research isn't dead.
This was a hard one to agree on as I thought oh well, yes it is. The number of newsletters which gave me weekly deliverables are now redacted or maybe I did unsubscribe to some. Either of the case, I saw research as dead because AI makes research in itself easy.
While AI a primary factor to my old bias, I also saw events which augmented my bias such as firms like Messari and the likes lay off their researchers. If you want to look at it this way you may want to agree to it.
Unfortunately, this is just one length to the spectrum of what research is and what research can
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I just joined House Tonari. "The eternal stack." on @purintaxyz
Code: F0B8EC905B
Join my tribe:
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I’ve got a telegram channel where I share my reads and long thoughts on interesting reads that I come across.
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2026. The year I learnt character development. What a year!
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One of my biggest mistakes in this industry is thinking that because I am a critic of a certain narrative/meta/ protocol means that I shouldn’t participate in that narrative to extract as much gains as I should.
Probably i’m the type that likes to go all in and stand for something but life isn’t black and white neither is it best to play safe.
Over time, this has taught me that while I don’t believe in a certain protocol or narrative, it should rather be a leverage point to know when to exit and play a different game and not an indication that I shouldn’t participate at all.
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One of my biggest mistakes in this industry is thinking that because I am a critic of a certain narrative/meta/ protocol means that I shouldn’t participate in that narrative to extract as much gains as I should.
Probably i’m the type that likes to go all in and stand for something but life isn’t black and white neither is it best to safe play.
Over time this has taught me that while I don’t believe in a certain protocol or narrative, it should rather be a leverage point to know when to exit and play a different game and not an indication that I shouldn’t participate at all.
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I’ve read a lot of articles surrounding TCGs and so far this narrative is completely siloed regardless of weekly revenue.
Demand initially was kept for card collectors but atm, flippors are doing the purchasing.
Another problem with TCGs is that it’s completely a free market and if anything transcends from the kind of market it is, then it’s going to be completely centralized why? Because grading these cards is done by few entities hence, the market cannot exactly price in this cards especially as gamers aren’t the main individuals making this purchases.
This is just one aspect i’ll love to
BUBBLE-1.99%
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I’ve read a lot of articles surrounding TCGs and so far this narrative is completely siloed.
Demand initially was kept for card collectors but atm, flippors are doing the purchasing.
Another problem with TCGs is that it’s completely a free market and if anything transcends from the kind of market it is, then it’s going to be completely centralized why? Because grading these cards is done by few entities hence, the market cannot exactly price in this cards especially as gamers aren’t the main individuals making this purchases.
This is just one aspect i’ll love to mention but other than this,
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What happened?
I stop seeing prediction market terminals and bots.
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I find it weird why anyone would want to delete any social media app to pay attention to another. While it makes sense, maybe for the purpose to be able to focus on for instance a project in real life.
I find any other reason useless because right now TASTE is what sets people between highs and lows and you don’t want to be in the subset of “low”.
The articles you read, the reels you watch can shape and improve your taste.
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Having a conversation with the average Nigerian girl sometimes makes me wonder if pretentiousness about the obvious helps one to escape accountability because it actually never does.
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AI chips and semi-conductors has gained top 2 positions in market themes on @artemis in the in 1 day and 1 month.
AI chip production will have a ripple effect into DePIN.
Find out how and why in my recent article:
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Web3 infrastructure all have its highest token emissions within the 1/2 years.
If supply is present, and demand isn’t yet achieved, this means that network participants are currently underpaid which would push the chances of demand lower in subsequent years.
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For technology to advance, certain events change how people think, build, transact, and relate.
Today, AI identifies as that event. While humans adapt to the usage of AI, compute will gain demand and DePIN will be the endgame of the aftermaths.
Here's my thesis published on @artemis on why physical infrastructure will matter. #artemisAI
Article link:
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Special thanks to X’s Algorithm.
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I promise, with what I’m writing, you’ve not read anything like this before.
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One thing that I have conditioned myself to, is making sure that in every game I play that I must emerge the winner.
It’s expensive to play in an environment where your chances of winning is low.
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In as much as I love @Polymarket, this kind of markets are bounty markets and it only incentivizes people to hack more and bet on themselves.
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Close to $1B has been exploited from our industry in the past few months but now where are we heading?
My thoughts:
While I’m greatly inspired by the post @tulipking made on “Bitcoin 2035” which painted a typical catastrophe of DeFi Protocols but I really love the fact that his article was to bounce back to show the relevance of Bitcoin as a currency.
Well, Bitcoin will definitely send higher from where it is priced and for me not mainly because of Lindy’s effect and also the because Bitcoin will play a big role in helping countries eradicate “bad money” but on a more serious note I cannot
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Pheonixprincess:
LFG 🔥
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Hello Hermes 🕵🏻
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