Great stuff I read this week…

Allowing anyone to bet any size on anything will become a reality.

Some Poorly Researched Ideas of the Week

• Easier to raise capital.

• Too many tokens.

• Many usage metrics are incentivized.

• Betting on the founder is a good plan…

• Believing in the future…

• Having a stubborn founder and investor.

• Every cycle, we see a refinement of old ideas and new infrastructure for developers to build on.

• What new things are being enabled and developed?

• Optimizing EVM hasn't been done by most teams (e.g., current teams working on MegaEth, Monad).

• The prices of Bitcoin and ETH are driven by institutions.

• In 2017, people tried to integrate IoT into blockchain.

• In 2021, people tried to integrate the Metaverse into blockchain.

• In 2024, people are trying to integrate AI into blockchain.

• Wouldn't it be nice to have a story of Crypto X AI?

• Bitcoin L2s are mostly Bitcoin sidechains.

• New York, Singapore, and Dubai are the best places for crypto.

• Technology only gets better.

• Prediction markets are getting integrated into news.