Mario Nawfal

Two biggest misconceptions around the Merge: - It will unlock tons of new ETH – It won’t. Withdrawals will come in the first hard fork following the Merge, likely 6-8 months later. - It will reduce gas fees by a lot. It won’t because it's only the consensus mechanism changing.

The total #bitcoin exposure in ProShares BITO ETF has climbed to a new all-time high above 28,000 BTC. The appetite for Bitcoin through traditional investment vehicles is increasing. Bullish.

Spots markets trading is stable lately, but Futures and options markets are predicting a high volatility period in the near term for Bitcoin. Keep calm and don’t burn yourself with leverage.

With a large proportion of control held by a select number of individuals, #DAOs are starting to resemble SPACs.

A protocol moves much more slowly than a platform. Three decades later email is still unencrypted; meanwhile, WhatsApp went from unencrypted to full encryption in a year.

Too many folks talk about #NFTs in terms of collectibles. Or fantasy creatures. That’s just sad. The potential for NFTs to change the ways we think about and participate in communities is tremendous.

The value of art does not come from its aesthetics. Instead, its value comes from its story: Its tradition, ownership changes, and its origin.

An early World Wide Web implementation NFT. A Bored Ape Yacht Club Serum, a BAYC auction at Sotheby’s. Christie’s Cryptopunks auction Virtual land NFTs The Axie gaming tokens.

Some of the most expensive NFT sales so far: The Merge artwork by anonymous artist Murat Pak. The universally famous, ‘5000 Days’ NFT by Beeple. Tyler Hobbs’ Fidenza #313.

Meta isn’t going to be a metaverse company. Meta is going to be a metaverse operating system. Watch closely.

NFTs are making further inroads into Hollywood. Actress Reese Witherspoon has partnered with the female-focused NFT project World of Women to make films and TV shows using the project's IP. Who’s next?

Europe’s largest asset management company, Amundi, of French origin, is looking to invest in the NFT space. More bull market news, please

My recent concern: I am vastly unprepared for the unlikely scenario of a world war. This will be a focus of mine over the next 3 years Being in crypto is a good start

The Flow blockchain’s FLOW token has surged amid news of a new licensed play-to-earn game that showcases the ongoing Beijing 2022 Olympics Winter Games. More bull market news, please.

Decentraland’s MVFW is likely going to be the biggest and most significant metaverse event this year. Their last metaverse event was visited by approx. 40,000 visitors or approx. 10% of their MAU We anticipate MVFW’s attendance will rise to at least 30% of their MAU.

JP Morgan launched its own virtual lounge in #Decentraland. Probably nothing.

#Bitcoin traders are currently net short on #Binance and on Bybit. The folks at Binance and Bybit have been wrong numerous times before. Will this time be different?

The Metaverse will be worth $30 Trillion by 2035. – Matthew Ball

Learn to sell. Learn to build.| If you can do both, you will be unstoppable.

The SEC again delays its decision on $Grayscale's bitcoin ETF, but other ETPs launched in the US, Brazil, and Switzerland. Pay attention.

1960s - 80s: Efficient movement of electrons 1990s - 2000s: Efficient movement of bits Blockchain & NFTs: Efficient movement of value Extremely well articulated by @KiteVC with @RaoulGMI

History’s classic solution to polarized societies is either politics distributing prosperity or revolution distributing poverty.

We’ve gone from a normally distributed set of outcomes to a power-law distribution. Bad news for mid-stage VC funds, moderately capitalized companies and societies that care about “equal” outcomes.

People aren’t getting any smarter or harder working. Only the amount of leverage available has grown exponentially.

True motivations are revealed, not declared. Pay attention to what smart people do, not what they say.

DeFi users only represent around 2.3% of total unique #Ethereum addresses. We are still early.

Income is taxed. Wealth compounds.

For new ideas to arise, you need a certain degree of civil order. Violent societies do not innovate. People need to feel that what they create can't be stolen.

The #Ethereum network has been generating $23 million daily over the past 7 days. No other network comes nearly as close.

You know what’s cool? When a VC writes his own company newsletter. Congrats to @KyleSamani and #Multicoin capital for their latest investment in @fluence_project