Adam Cochran (adamscochran.eth)

Circle's valuation needs reality check

Circle's market cap matching USDC supply? Not sustainable. This squeeze will fade. Might go long eventually, but I'm shorting now. The upside just isn't there. Not yet. Even with their network live.

The market's lumping Circle with competitors. Wrong move. They're different beasts. Different approaches. Different revenue models. Different strategies. Hope those early employees cashed in while they could!

CRCL should ride this pricing wave

These prices? CRCL should think about at-the-money offerings for USDC buybacks. Market cap sits around $50b. USDC circulation at $61b. Their model makes like $0.004 per dollar out there. Not bad with current rates.

Sell some equity, buy back USDC. Margins would jump. A $1B offering might boost per-USDC profit by 15%. Just saying.

Walking away from some investments

Been thinking a lot. I'm out. Pulling my money from certain companies. Keeping assets elsewhere. When they ditch their core values and make weird marketing moves that hurt adoption... time to go.

Some platforms seem to see users as just data points now. Not customers. Not people. Might reconsider if they remember what they once stood for. Decentralization. Transparency. The basics.

Vote with your wallet, folks. Pick platforms that actually believe in what crypto stands for.

Need campaign connections for portfolio company

Anyone know how to get campaigns on the Kaito Earn page? Got a portfolio company looking to list. Need contacts. Help appreciated.

Crypto values aren't pick-and-choose

Funny how some crypto "libertarians" only care about certain freedoms. They fight for rights that fill their wallets or match their personal views. Kind of makes you wonder about their principles.

Real allies in this space back sovereignty, rights, and freedom all the time. Not just when convenient. Watch out for those who talk big about industry care but really just want power and money.

Weird market timing

Why drop this news after hours? That spike from 2pm? Smells like insiders front-running. Now it's official and... meh. Market barely cares.

Circle's price is getting wild

Come on people, don't make me short Circle... Love them, but this listing price? No way it holds! 😅

Portfolio project launching soon

One of my portfolio companies hits AbstractChain soon. Pengu lotto system. LP holders earn yield by being the house. House odds.

Got Pengu, pudgy, or lil pudgy? Want whitelist spots for LPing? Drop your AGW address below. Limited LP spots at first. Yield plus token farming!

Weekend ZK proof adventures

Spent weekends building zero-knowledge circuits lately. Made a Rust SDK that proves device uniqueness without revealing device details. Multiple OS wrappers.

Makes me appreciate @gluk64's work on the first ZkSync version. Brilliant stuff. Zero-knowledge proofs? Still massively underused in tech today.

Hope ZkSync gets its mojo back. Truly innovative tech.

Need audits? I know people

Looking for crypto audits? I know a solid firm taking referrals. They've got room for Solidity, Cadence, Vyper, Move, security monitoring, liquidity risk checks, and session key audits.

Their Solidity audits? Good prices. Fixed quotes. Free implementation reviews. 30% off for referrals. Take tokens/NFTs for AbstractChain projects. Fast too - simple audits in 1-3 days.

Hit me up. Skip the 3-6 month wait.

ETH crushing it

ETH holders popping bottles today! Decentralization king keeps proving bears wrong.

Bridging crypto knowledge gaps

For followers who read my political or economic takes but not crypto stuff: What do you actually know about crypto?

Blockchain got tangled up with scam stories. Hides its real potential to stop fraud, increase access, help society. The gap between industry knowledge and public perception? Seems wider than ever.

What would make you look past the scam stories?

Dev jobs on AbstractChain

Junior devs wanting in on crypto - message me about AbstractChain opportunities. Project needs junior-mid level people for:

• Solidity/testing
• Frontend

Contract roles now. Could go full-time. Profit sharing possible. For the right people? Career-makers. Maybe even early retirement tickets.

Case for mixing up currencies

Recent political stuff makes a strong case for non-state currencies and diverse currency baskets. USD dominance? Not as solid as it once was.