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Mind Of Mav

Bullish About The Bear; What This Decade Means For Crypto


The great cultural war

* Top brands tweeting esoteric keywords like “gm, wagmi,fren”. But also actors, singers, DJs, footballers… always more people from the art & showbiz world buying NFTs and displaying it like a status thing.

WAGMI is a cry from the heart of a low/mid-class disillusioned youth who never found its place in a system that only offers alienating ways of life. “Making it” is the ability to live outside of the matrix.

It belongs to our generations, it belongs to us. Not to boomers, not to tradfi nor trad tech guys.

* Many more universities have hours dedicated to blockchain, but also through universities sponsorship & grant from major protocols aiming for cultural influences.

* The rise of mobile apps

* Domino effect on BTC & other cryptos as legal tender

* Crypto top companies sponsoring elections, political parties, investing and buying medias companies

* Marketing became aggressive: Superbowl, Stadium, Esport team, football team, shitcoins displayed in Time Square, on a city bus, even on the [redacted] tee-shirt of Mayweather or on the [redacted] instagram story of K Kardashian.

* The polarisation around crypto is getting intense and radical. We’ve seen brands (mostly gaming) getting canceled because of potential NFTs integration. Maybe an idea has to be rejected by at least half of people before slowly evolving to a consensus.

The meme era

It demonstrates one absolute point: value is a consensus. All money are: shells, spices, dollars, and cryptos.

Could work to earn -soon- to be an outdated model?

Where are we?

A civilization’s growth is deeply correlated to its capacity to transfer information and wealth. From oral tradition to birds to telegraph, each milestone leads to a new era.

L1s/L2s — The Pre-Cambrian explosion

* DEXs

* NFTs marketplace + nft collections

* Memes tokens

* DAOs

* Yield farming/aggregator

* P2E projects

* Decentralized derivatives market

* Stablecoins

* Naming services

* Lending/borrowing platform

* Trendy and changing protocols like $OHM was, preferably one that can attract liquidity on the chain

Is it all a scam?

Crypto is a laboratory that can iterate monetary policies thousands of times faster than any other administration gov, FED, or ECB can do. And without the consequences on millions of lives.

* “Defi 3.0” (failed attempt from marketer) like $MCC, taxed money used to generate profit redistributed to holders

* DAOs funding projects: like $PEOPLE, taxed money used to acquire control over a something

* Charity & community token: like $MRI, taxed money used for charity

All those experiences come from a thought, rise and shine on a network carried by loud hopes, until it dies in the very same place, carrying away broken dreams of some bag holders.

One that serves everyone. One where everyone wins.

In the end…


The ReadySetCrypto "Three Token Pillars" Community Portfolio (V3)

Add your vote to the V3 Portfolio (Phase 3) by clicking here.

View V3 Portfolio (Phase 2) by clicking here.

View V3 Portfolio (Phase 1) by clicking here.

Read the V3 Portfolio guide by clicking here.

What is the goal of this portfolio?

The “Three Token Pillars” portfolio is democratically proportioned between the Three Pillars of the Token Economy & Interchain:

CryptoCurreny – Security Tokens (STO) – Decentralized Finance (DeFi)

With this portfolio, we will identify and take advantage of the opportunities within the Three
Pillars of ReadySetCrypto. We aim to Capitalise on the collective knowledge and experience of the RSC
community & build model portfolios containing the premier companies and projects
in the industry and manage risk allocation suitable for as many people as

The Second Phase of the RSC Community Portfolio V3 was to give us a general idea of the weightings people desire in each of the three pillars and also member’s risk tolerance. The Third Phase of the RSC Community Portfolio V3 has us closing in on a finalized portfolio allocation before we consolidated onto the highest quality projects.

Our Current Allocation As Of Phase Three:

Move Your Mouse Over Charts Below For More Information

The ReadySetCrypto "Top Ten Crypto" Community Portfolio (V4)

Add your vote to the V4 Portfolio by clicking here.

Read about building Crypto Portfolio Diversity by clicking here.

What is the goal of this portfolio? 

The “Top Ten Crypto” portfolio is a democratically proportioned portfolio balanced based on votes from members of the RSC community as to what they believe are the top 10 projects by potential.
This portfolio should be much more useful given the ever-changing market dynamics. In short, you rank the projects you believe deserve a spot in the top 10. It should represent a portfolio and rank that you believe will stand the test of time. Once we have a good cross-section, we can study and make an assessment as to where we see value and perhaps where some diamonds in the rough opportunities exist. In a perfect world, we will end up with a Pareto-style distribution that describes the largest value capture in the market.
To give an update on the position, each one listed in low to high relative risk:
SoV/money == BTC, DCR
Platforms == ETH, XTZ
Private Money == XMR / ZEC / ZEN
DeFi == MKR / SNX and stablecoins
It is the most realistic way for us to distill the entirety of what we have learned (and that includes the RSC community opinion). We have an array of articles that have gradually picked off one by one different projects, some of which end up being many thousands of words to come to this conclusion. It is not capitulation because we all remain in the market. It is simply a consolidation of quality. We seek the cream of the crop as the milk turns sour on aggregate.

Current Top 10 Rankings:



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