Nick Tomaino

Nick Tomaino@NTmoney · 1 天前赛道影响

@Bookof_Eth well said

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 · 1 天前观点输出

https://t.co/UdHr1HzUU7

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 · 3 天前赛道影响

There’s usually a last gasp effort to pump before a “meta” fades Feels like we’re there with influencer type memecoins Motion on Robinhood’s memecoin was lackluster and Robinhood is goated at retail memes This is bullish for crypto adoption The world needs credibly neutral stores of value and RWAs not memecoin pump and dumps

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 · 4 天前赛道影响

RT @GrailCo: We are building in public and learning as we go. Appreciate the input so far, please keep it coming. There are some fundamen…

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 · 5 天前赛道影响

RT @GrailCo: Be skeptical of everything https://t.co/TgsWhxkvqR

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 · 9 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 · 9 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 look down on degens btw, that’s why they extract from them). But I do try to encourage leveling up 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 bc they are not playing the game 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 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 often optimizing for short-term money and attention. They are 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 · 10 天前赛道影响

RT @GrailCo: Our Elon vault launched the same day as the SpaceX IPO SPCX down only for early buyers gELON 🚀 https://t.co/NBWMwaZB4W

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 · 10 天前观点输出

@jessepollak 🫡

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 · 10 天前观点输出

RT @1confirmation: https://t.co/IzO5zq3EIm

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。