Workflow
mert | helius.dev
icon
Search documents
X @mert | helius.dev
mert | helius.dev· 2025-12-20 12:02
2026 thesis: perps, privacy, predictionsmy rough prediction for 2025 was that the dopamine receptors of the masses would dry out by year-end and non-speculative regulatory-friendly things would get the spotlightwe are seeing this w the payments chains, stocks, and things like canton nowit seems this largely played out directionally correct and the question remains what happens next?I think a few things will happen:- crypto is made up of the commercial, the casino, and the cypherpunk- the cypherpunk aspect h ...
X @mert | helius.dev
mert | helius.dev· 2025-12-20 11:48
I would say this was pretty much spot on btw ...
X @mert | helius.dev
mert | helius.dev· 2025-12-20 11:45
man the rebranding of betting to prediction markets is so fucking good it makes me feel alivehuman ingenuity at its finestthe most incredible shit I have ever witnessed, this will be a top 5 invention of the 21st century ...
X @mert | helius.dev
mert | helius.dev· 2025-12-20 11:43
prediction markets are not gambling said the timeline, as they bet on the winner of a boxing match between a youtube influencer and a professional fighter ...
X @mert | helius.dev
mert | helius.dev· 2025-12-20 10:54
very bullish on privacy coins over the coming months, years, and decadesencrypt the moneyil Capo Of Crypto (@CryptoCapo_):Very bullish on privacy coins over the coming months. ...
X @mert | helius.dev
mert | helius.dev· 2025-12-20 00:13
the takes about coins w.o "value" forever dying because tradfi and because prices down for a bit are hilariousdear noobs, this will never happen. it is structurally impossible.crypto has connected attention w flows due to reducing friction 100xit now takes a single button press for money to go into a market after receiving a modicum of attention which then starts a reflexive loopthis will never go away, it is basic physicsspeculation will continue to play a bigger role once the dopamine receptors reset ...
X @mert | helius.dev
mert | helius.dev· 2025-12-20 00:09
can see here: https://t.co/81TTvnSfUH ...
X @mert | helius.dev
mert | helius.dev· 2025-12-20 00:05
interesting that spacex private shares have 4M in trading vol in the past 24h on solana https://t.co/iNeUiQWeRV ...
X @mert | helius.dev
mert | helius.dev· 2025-12-19 19:40
https://t.co/yDLstuVMeX ...
X @mert | helius.dev
mert | helius.dev· 2025-12-19 19:40
we are so back https://t.co/VWDwHIhg0a ...