Brett Shear

Brett Shear@blockchainbrett · 19 小时前赛道影响

$INDEX is pretty much a copy cat of $PNKSTR, except worse. Its a token that charges 3% trading fees on its volume, and uses it to buy stocks, and distributes some amount of the stocks to the holders basically you're betting that the attention to trade the token generates enough fees to buy enough stocks to back it and outpace the distributions with a 3% fee, you basically need the trading volume to be 33x the marketcap so that it can buy enough stocks to back it, and also with distributions of the underlying stocks its even worse so ultimately its just a very memetic narrative driven degen product on top of onchain stocks best case it onboards more people into knowing they can buy stocks onchain, or helps memecoin buyers think more about buying underlying onchain stocks Maybe Im missing something, tell me why I'm wrong

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Brett Shear@blockchainbrett · 1 天前赛道影响

RT @GrailCo: gKIRK supply: 50% to the uni v3 pool 40% launch packs (GLIST only) 10% growth fund Real world collectibles onchain https:/…

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Brett Shear@blockchainbrett · 1 天前观点输出

Im also excited about some items not just people People will continue to want to connect with the world and human history Dinosaurs, war artifacts, maps, etc.

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。

Brett Shear@blockchainbrett · 1 天前观点输出

Collectibles make people feel closer to real life. you're tracking and getting financial upside in your favorite people and things. Mostly sports and characters today, but thats expanding Cultural collectibles extend that to celebrities, creators, entrepreneurs, etc.

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。

Brett Shear@blockchainbrett · 2 天前观点输出

@justinblau I think so Could also just be equity , not necessarily distributions, maybe from major liquidity moments like catalog sales

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。

Brett Shear@blockchainbrett · 2 天前观点输出

@recipromancer even better haha

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。

Brett Shear@blockchainbrett · 2 天前市场影响

Real money gaming: skill-based mini games where you bet against other players online. It's already working in web2 (Triumph has likely done >$1B in volume). Onchain: games running serverless, provable outcomes, non custodial and non kyc, globally

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。

Brett Shear@blockchainbrett · 2 天前观点输出

RT @0xDith: Every month on YouTube alone, Giga Noob reaches: Over 10,000,000 unique humans. His largest audience market is the USA. An…

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。

Brett Shear@blockchainbrett · 3 天前赛道影响

RT @NTmoney: A few trends to watch: - Real world assets onchain: The user experience and infrastructure is finally ready for blockchains t…

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Brett Shear@blockchainbrett · 4 天前赛道影响

@trippyogi im saying irl like connect with people in your community, go to sporting events and concerts, travel. learn about your roots and your ancestor history and human history. Its the opposite of doomscrolling and ai chats. although ironically ai chats are great for learning history ha

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。