Nick Tomaino

Nick Tomaino@NTmoney · 1 天前市场影响

The marketing challenge for long term crypto believers is being real while also attracting degens and avoiding being perceived as holier than thou and out of touch. I’ve been trying my best at this for 15 yrs and definitely failed at times. If your bags are different than mine you probably perceive me as holier than thou and at times I’m sure I have been. But the truth is I gambled a lot when younger, lost, learned and leveled up so don’t look down on degens (a lot of the most extractive people in crypto really do btw, that’s why they extract from them). But I try to encourage leveling up and calling out bs while being aware of the mindset of a 19 year olds that want to make a quick buck. There’s two camps: True believers: Ethereum and Coinbase leadership fit in this camp. This camp has been building net new products across many cycles, is not optimizing for short term attention and money and is not extractive. Their approach to marketing is more real but at times has hurt these orgs. They are not playing the game as much and so miss out on attention and degen use cases like memecoin trading and perps. The truth is this camp is genuine, widely respected but also out of touch at times too and overly dismissive of degens. Hype men: Altcoin leadership, DAT executives and many KOLs fit in this camp. They’ve done a great job attracting attention and degens but don’t create anything net new and are often short term oriented and extractive. They use all the right shibboleths but don’t actually act on them. It’s performative, they are optimizing for short-term money and attention. This approach is less genuine, but often more effective at capturing attention and degen use cases. These two will ultimately converge and time will tell if the true believers will be able to shift more degen or the hype men will be able to shift more genuine and positive sum.

AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

Nick Tomaino@NTmoney · 3 天前政策影响

A lot of people were triggered by this post. BTC dominance then was ~60%, it’s now down to ~56%. Other coins was ~24%, now down to ~21%. Meanwhile ETH dominance then was ~8% now it’s up to ~9.6% and stablecoins (which are mostly on Ethereum) are up from ~7% to 13% We have a long way to go and A LOT of work to do but everything in the post remains true.

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Nick Tomaino@NTmoney · 3 天前政策影响

A few trends to watch: - Real world assets onchain: The user experience and infrastructure is finally ready for blockchains to bring all assets to everyone in the world just like the internet in bringing all information to everyone in the world. - Non-athlete real world collectibles: Sports collectibles have been around for 100+ years and are well established. Non-athlete collectibles are much newer and more niche but have more upside. - Authentic creativity wins: Streamers and entrepreneurs are becoming the most popular people in the world bc they are less scripted and more real than the “celebrities” of the past (politicians, actors, musicians, YouTubers etc). If you are interested in the intersection of the three check out GRAIL

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Nick Tomaino@NTmoney · 4 天前观点输出

99% of people lose money on memecoins when the cost to creating them is 0. Until more people discuss this, there will always be a new narrative for extractors to suck people in. They always say this time is different. Spoiler alert: it’s not.

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Nick Tomaino@NTmoney · 6 天前观点输出

RT @NTmoney: The easiest way to identify a loser: they optimize for the next pump Builders and serious businesses optimize for the next de…

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Nick Tomaino@NTmoney · 6 天前观点输出

The easiest way to identify a loser: they optimize for the next pump Builders and serious businesses optimize for the next decade They keep choosing Ethereum

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Nick Tomaino@NTmoney · 7 天前赛道影响

RT @NTmoney: The real world assets onchain thesis: Real world assets onchain allow people around the world to access assets that are other…

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Nick Tomaino@NTmoney · 7 天前政策影响

The real world assets onchain thesis: Real world assets onchain allow people around the world to access assets that are otherwise not accessible. Global access has always been the most interesting aspect of crypto and it’s also why BTC, ETH and other coins have succeeded to date. Coins that have enabled net new behaviors and are built on a deep belief in something beyond money are not going anywhere. But people now understand that when the cost of token creation is 0, tokens pump but later dump to 0. The pump era is ending and this is great for onboarding new users. What’s left is a massive wave of consumer adoption led by tokens backed by real world assets. It’s well underway with stablecoins but will accelerate in the next year with stocks, commodities, gov and corporate bonds, real estate and more. Real world assets classes that are still nascent in their own right have most upside, so personally believe real world collectibles (sports cards and jerseys) onchain is the absolute best place to be building and investing rn.

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Nick Tomaino@NTmoney · 7 天前赛道影响

Talking about what chain an app is on is loser energy. Blockspace hasn’t been a problem for a while and there’s now plenty of chains sufficient for app builders. Pay attention to the apps and investors that don’t talk about it.

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Nick Tomaino@NTmoney · 8 天前赛道影响

RT @GrailCo: Added to the Elon Musk Vault: Elon Musk Signed 8x10 Photo PSA GEM MT 10 (POP: 1) We are building the Internet Museum of Elon…

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。