ElCryptoChapo
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Weekend thought:

The projects that survive 2026 won't be the ones with the biggest hype.
They'll be the ones that can answer two questions without hesitation..
Question 1: Who built this?
Not a cartoon character. Not an anonymous team. Real humans with real track records who show up when things break.
If a founder won't put their name on their work, they won't put their reputation behind your investment either.
Question 2: Where does the revenue come from?
Token inflation isn't a business model. Ponzi mechanics aren't sustainable.
The projects still standing next year will have real users pa
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What if the entire history of computing is just one long attempt to remove friction?
A simple timeline 👇
1. Physical switches and wires
Early computers required humans to flip switches and rewire hardware.
You didn’t use the computer. You became part of it.
2. Binary machine code
1s and 0s written directly into memory.
Perfect logic. No abstraction. One mistake and nothing worked.
3. Assembly language
Human-readable symbols replaced raw binary.
Still technical, but finally readable.
4. Command line interfaces
DOS and Unix.
You typed exact commands and memorized syntax to get anything done.
5.
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GM.
Most GM posts are just noise. This one included
But here's the thing: showing up consistently, even when you have nothing groundbreaking to say, builds more trust than disappearing for weeks & coming back with a manifesto.
Consistency beats perfection. Every time.
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The Cysic airdrop just reminded everyone why token distribution transparency matters.
Whales staked massive amounts of Kaito tokens. Got tiny allocations. Community is furious. The math doesn't add up, & nobody can explain why.
Here's the pattern: Projects that hide their allocation logic always face backlash.
Projects that show their work upfront build credibility before launch.
Your token distribution is your first trust test. Pass it or watch your community evaporate on day one.
CYS4.92%
KAITO-0.79%
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Yesterday the Fed announced 40B in T bill purchases starting December 12. They're calling it reserve management, not QE..
Here's why it matters for DeFi:
The US has to refinance 9 trillion in 2026. That rollover isn't possible without rate cuts or money printing. Interest costs are heading toward $1T per year, bigger than the entire defense budget.
Translation:
Real QE probably starts Q1-Q2 2026. Position accordingly.
When traditional finance needs to print, risk assets benefit. This is less speculation, more math. The refinancing wall is real...the Fed just showed you their first move.
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Farcaster raised $180M to build decentralized social, then pivoted to wallets.
The lesson? Distribution beats decentralization when users don't care about the infra.
Build what people actually need, not what sounds technically impressive.
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Many Web3 founders are terrified to ship publicly until it's 'perfect'.
Meanwhile the projects gaining the most traction? They're documenting every mistake, pivot, & the lesson learned.
Transparency compounds faster than perfection..
Lesson in that.
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What type of pattern is this..? 💀
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This is me 👇 This is my dog 👇
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Random thought..
Why does the ENTIRE timeline find it necessary to post ‘Breaking: Fed Cuts rates’
We knew it was coming.. yet almost every post for the past hour have been as if people were breaking the story early themselves.
WHY0.89%
EVERY3.36%
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@shahh I’m afraid to look at the bag I used to have back at 11$ or so 💀
AT-7.47%
BAG0.68%
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My kids have made me painfully aware of how many times I actually say "6 or 7" when approximating things.
Kill me now.
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GM.
Will the market rally?
Will it dump?
Me waiting for the FOMC announcement like it's the plot twist in my fav show:
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The best founder led marketing in Web3 doesn't sell products.
It sells perspective.
When a founder consistently shares their thinking on industry challenges, regulatory shifts, & technical tradeoffs, they build something competitors can't copy: intellectual authority.
Projects with visible, vocal founders capture mindshare before they capture market share. By the time their product launches, the audience is already convinced.
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Unpopular take: Most founder led marketing fails because founders treat it like a megaphone instead of a conversation.
Posting about your product 50 times a day doesn't build trust. Answering hard questions about your industry / project does
Be useful first, promotional second!
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FOMC this week.. essentially all but priced in now for a 25bps cut.
Consensus check, you bullish or is it a sell the news event?👇
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Peak male aura
Make it --> Lose it all --> Make it again
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