Little Things

https://x.com/alanapalmedo/status/1930402253556592690

kata Paradigm

kalau baru cari2 PMF Product (Lu Telat)
BTC is a money (adopted by Institustion) « bukan ranah kita, kek
Stablecoin ate global payments (Project Stable yang paling top yang bisa kita incer itu Plasma)
DePIN, Predictions Market, Crypto x AI

itu sektor2 yang dikata bakal booming kedepannya

There are too many dollars in Crypto Venture Capital

There are too few quality companies to invest in

As a result, these dollars make their way to the market in companies that fit the same zeitgeist that was most recently invested in: shadow investing

Shadow investing = backing a rival after missing the category leader, often to maintain exposure rather than based on differentiated conviction

https://x.com/SplitCapital/status/1917585633033195806

bonus: this tip are related and relevant for current investing state
https://x.com/0xLouisT/status/1911685307944112594

Example of Louis take:
If you see there is so many perp dex with claim/buzz words hyperliquid killer bla bla, all you need to do is just buy hyperliquid
others are irrelevant

https://x.com/FourPillarsFP/status/1929463984648016199?s=19

https://vxtwitter.com/lookonchain/status/1925520316044046809?t=_7656U3FHAv2WPYiQpEX3A&s=19

BITCOIN HITS NEW ALL TIME HIGH