He protecc Adviser @extendedapp I write about conflict & strategy etc at poorguard.substack.com/
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OK I'm redoing the substack.
This time I'll write it a bit like I would write a textbook on strategy and operations.
(except I'll be less obsessive about finding the right references every time since it's just a substack and very much "take it or leave it" kind of advice)
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The same sentiment lives on in armed forces everywhere:
Big man or small
Blue team or Red;
whatever your size,
they listen to lead
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Guard retweeted
brooklyn guys ironically wearing a john deere hat don't know their headquarters in the middle of nowhere, illinois was designed by Eero Saarinen
Made with AI
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What did he know 👀
With Extended, the token is core to the business.
Crypto used to be about creating new kinds of coordination vectors and network effects, and this is what the Extended token is for.
It's a kind of digital real-estate whose value reflects the value of Extended's network.
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Extendio 😉
*SEC STAFF ISSUES FAQS ON CRYPTO ASSET SECURITIES LAWS APPLICATION
*SEC STAFF: TOKEN BUYBACKS ON FUNCTIONAL PROTOCOLS DO NOT CONSTITUTE MANAGERIAL EFFORTS
*SEC STAFF: LIQUID STAKING TOKENS ARE DIGITAL COMMODITIES OR TOOLS, NOT SECURITIES
*SEC STAFF: MAINTENANCE, ENHANCEMENTS, SYSTEM GRANTS NOT CONSIDERED ESSENTIAL MANAGERIAL EFFORTS
*SEC STAFF: PROMOTING CRYPTO UTILITY WITHOUT PROFIT CLAIMS GENERALLY NOT AN INVESTMENT CONTRACT
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It's an open secret that Extended doesn't pay for "marketing" (no KOL deals, no PR agency, nothing).
This is part of a bigger strategy decision. The @extendedapp guys got a masterclass in cap table management during their time at @Revolut. No dumpers, aligned core of HODLers.
Yup, despite most of CT and KOLs fading Extended, is doing same fees as Variational
Imagine what will happen when sentiment reverts and eToro and Circle integrations get active
Expecting more
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Tier 1 partners like eToro, Jump and Circle are already giving votes of confidence for this approach, and those who wanted the usual thing were kindly turned down (unless they were willing to negotiate on a different basis).
These guys will be anchors for the new network.
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A Barbour jacket's function is not to make you unique and stylish--if anything, it's the opposite. You wear it (or any waxed jacket) to go fell walking or hunting or dog-walking, it can get dirty and get rained on and you won't stand out.
It's basically old hiking gear.
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