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BlehBleh's avatar

Your friendly neighborhood bank regulator here: I asked the CEO of a $500 million bank last week if he had any plans to develop policies or product offerings for allowing customers to have the bank custody bitcoin (basically bitcoin 101 for a community bank). His response was angry tulip mumbling.

I had to stop myself from telling him that MSTR's unrealized gains alone are 4x his bank's total assets. We early, jungle.

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DeGen Tiger Management's avatar

Seems unlikely anyone starting in last couple years will catch up with 2012-2013 HODLers. If starting today seems like you could catch up with 2018-2019 bear market ppl pretty quickly. ASSUMES YOU'VE BUILT A DECENT STACK OF MAJOR PROTOCOLS + GOOD CASH FLOW.

So many opps for insane returns. Last summer was defi summer (100x) on top projects. This summer, jpeg summer - same thing.

DeFi fall should be decent. Arbitrum + derivatives. Won't 100X (I don't think?!?)

What comes after that? Idk - gaming, maybe?

Point is if you build a decent stack of major protocols and then willing to be a degen. Some will go to 0. Others will 30X in Y months.

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