David's Takes

A collection of 6 posts
The Memecoin Trojan Horse
David's Takes

The Memecoin Trojan Horse

Memecoin mania is noisy, but there are reasons to be bullish on what that mania is surfacing.
Dec 3, 2024 11 min read
Why This Cycle Is Cooked
Article

Why This Cycle Is Cooked

The 'points' meta isn't sustainable.
May 6, 2024 7 min read
This is the AI x Crypto Cycle
Opinion

This is the AI x Crypto Cycle

AI x Crypto is real. The fundamentals are there & so is the speculative degeneracy.
Mar 6, 2024 7 min read
2024 Crypto Metas
David's Takes

2024 Crypto Metas

6 metas that may dominate crypto in 2024!
Jan 2, 2024 10 min read
David's Takes: A Different Type of Bull Market?
David's Takes

David's Takes: A Different Type of Bull Market?

If this is indeed a bull market, we're missing crypto's homegrown catalyst
Nov 15, 2023 4 min read
David's Takes: What I Learned at Solana Breakpoint
David's Takes

David's Takes: What I Learned at Solana Breakpoint

Solana's Breakpoint conference has always come at a key point for the ecosystem. This year, I was there soaking it in.
Nov 10, 2023 8 min read
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