SmokeyTheB

markets might be a lil scary but dont let that distract you from the fact that there's finally some decent animes to watch again
new black clover, tougen aniki, apothecary diaries, jojo's steel ball run, im sure im missing others
glhf and dont die

If you’ve got a thicc pokemon / one piece collection, DM me, might have something pretty cool to explore

i gotta say that while crypto feels relatively boring outside of the gacha games and perps rn, I've never seen cooler stuff being built in the worlds of hard science / eng
AI drug discovery, alchemy, genetically engineered dogs, weather control...what a time to be alive

Finally heading back home after almost a month on the road between conference season and visiting partners
A few hours to recharge and then back at it, with a pretty exciting ecosystem launch around the corner 👀

the only moat left is the intangible quality of motion

two categories which are seeing a pretty meaningful uptick (in and out of crypto)
1) prop funded accounts - these are absolutely hilarious businesses. you still make money by being a casino functionally, with some risk mgmt (@breakoutprop @VestExchange @BungeeExchange)
2) multi-instrument portfolio construction based on a specific world viewpoint, across equities, derivs, prediction markets etc (ie. @Supertake @CatalystLabsX)
think we see more of both of these over time

token tl;dr's
usual suspects (founders + vcs etc) still showing up, less KOLs and grifters and random firms trying to sell you weird marketing or advisory services
less tokens being listed in general - almost all new launches engaging in some form of *opinionated* market making, dovetails with less VCs deploying capital and fewer rounds being done. more and more "real businesses" questioning the rationale of having a token at all
generally seeing less "interesting" but more "backable" businesses. tokenization still hot, more cool stuff coming on chain (ie. total return swaps) and more unique

my fav rumour that i heard this week is that RH acquired berachain lmeow

the maid just said i look like a dancer
im wearing a tank top and layered issey pants
this is a homicide dawg I have been MICROWAVED

Ngl I forgot how Singapore is one of the most physically and spiritually microwaved places of all time

Walked up to some dude at a function yday and said “hey I think we exchanged friendly slurs at Marquee in Singapore a couple years ago, good to see ya again”
And dude looked at me and deadpanned “yea I don’t think that was me”
Anyway, making lots of new friends in Korea

God it’s almost time for q5 again

I gotta say one of my fav things about being in Korea is the sheer number of steps I get - lowkey mad tons of inclines too
Explains why everyone is so fit here

Off to Korea momentarily - hit ya boy up if you’re in town / wanna get chipotle or chill at the Bridge Summit 🫡

Gonna rebrand the ting to BerAIchAIn to join the AI force

Hmu if u wanna eat chipotle and talk about revenue financing at kbw this year
Tempted to set up camp in the new location in Gangnam and run office hours

i've chatted with a couple teams already but who wants to help tokenize $GNLN?
I've got a few ideas, and it is trading meaningfully under cash / BERA holdings - tons of opportunity with the right structure onchain.