Mason Nystrom
@masonnystrom
Investing @PanteraCapital Writing: Unsyndicated Prev: @variantfund @MessariCrypto @ConsenSys
yesterday, we launched $dau using @dopplerprotocol to align incentives between mini apps, users, and the core team and propel growth. we think that tokens are great for bootstrapping. so we're putting our money with our mouth is and dogfooding Boost to show what's possible.
we've been working on a new mini app in the @farcaster_xyz ecosystem that uses @boost_xyz underneath to reward users in tokens for transacting in different mini apps. we've been the #1 farcaster mini app over the past week. if you're on farcaster, check it out!
Consumer applications are quickly adopting the emerging publisher exchange model. Applications like Zora, Coop Records, Paragraph, Ohara, among others are leveraging market infrastructure (e.g. Doppler) to create new assets that capture attention and improve monetization for…
Yesterday nearly marked a three month high for posts on Zora, with 54% of posts coming within the Zora app Content and creator coins also pushed to a new all time high aggregate FDV of $39m
This is what I hear when people spell it "on-chain" It's Onchain. Period.
First bearish thing I've seen from Robinhood in months
The Prediction Market Renaissance is underway. The catalysts: 1) The success of Polymarket and Kalshi, in particular success beyond election markets 2) Regulatory clarity for prediction market event contracts 3) Growth the speculation generation 4) New types of market events
"publisher exchange model" framework is great & really distills the collapse of the traditional media funnel (where advertisers paid platforms to interrupt audiences) into direct financial relationships (between creators and consumers) apps like @zora @farcaster_xyz…
Consumer applications are quickly adopting the emerging publisher exchange model. Applications like Zora, Coop Records, Paragraph, Ohara, among others are leveraging market infrastructure (e.g. Doppler) to create new assets that capture attention and improve monetization for…
Pretty incredible that @BitMNR @fundstrat has at least 3x'd, and likely 4x'd, NAV/share in just a few weeks (my best estimate based on public filings) Not hard to understand why @CathieDWood @ARKInvest is interested in the EPS (ETH per share) growth story
.@ARKInvest’s investment in $BMNR is a vote of confidence that @fundstrat will be one of the winners as Ethereum powers DeFi (Decentralized Financial Services) in the “winner takes most” #DAT* space. Very happy to be in such good company: @foundersfund & @PanteraCapital !
Perps and 0-day options are two sides of the same coin. One has no expiry, the other a short fuse. But, both are instruments that allow investors easy access to leverage and thrive on volatility. The jackpot generation continues to go for broke on every trade.
This is insanity: retail 0DTE option trading is about to hit two-thirds of all daily option volumes. The market is literally a casino now
Soon-posting is lame. I've been pretty quiet over the last 6 months, but here's a glimpse at what's rolling out -- starting next month: There is a radically new product coming -- it's not a feature, or side-product, or anything small. This product does not exist in defi. On any…
Robinhood is planning to tokenized versions of certain private company stocks (i.e. SpaceX, OpenAI). Other startups and companies (e.g. Carta) have tried to do this in the past, but nobody has really succeeded. Companies staying private longer pushes closer towards private…
Nowadays, I rarely have to convince friends, family, or strangers that Bitcoin will be around a decade from now. Overton window has shifted
Crypto feels less contrarian now
Writing is thinking
Yes. Writing is not a second thing that happens after thinking. The act of writing is an act of thinking. Writing *is* thinking. Students, academics, and anyone else who outsources their writing to LLMs will find their screens full of words and their minds emptied of thought.
Ethereum is winning the institutional adoption race. Our latest report unpacks why major organizations are adopting ETH as a strategic reserve asset. We include a simple thesis: Ethereum’s trillion-dollar catalyst is here. [1/7]
Immortalized thread
Twitter was launched 19 years ago. What is your favorite tweet ever?
Sometimes I feel that people forget how hard is is to bootstrap a new chain. The most successful L1s bootstrapped today required immense capital deployment: Ethereum – ConsenSys burned 100s of millions of dollars and built foundational infrastructure to make Ethereum usable…
Generational crises lead towards generational changes The financial crisis of ‘08 —> Bitcoin COVID —> Tiktokification of everything The affordability crisis —> Jackbot age
x.com/i/article/1943…