Tokenization supercycle
@OrangePilledca @CaitlinLong_ facts
The most important organ in a founders body is not 🧠 but 🎾 🥎
Its fascinating how Celestia killed both crypto VC and proof of stake simultaneously by - hyping airdrops that never came - selling OTC secondaries - selling staking rewards on locked tokens - creating a token for every component of a chain Truly revolutionary technology
The more someone complains or whines, the less they are likely to make it as a founder
Three reasons why PMF is so challenging in crypto: 1. Product : most likely you don't have one 2. Market: is there one? those still here don't want to pay - they want you to pay them 3. Fit : if you get past the first two miracles, this is the third miracle to solve for
fwiw @0xfluid is India's second most impactful crypto story after Polygon. Also its from a very quiet, understated, just ship kind of founders who hit PMF twice - no yapping, just shipping I think I am supposed to say "hyperliquid" here
My main challenge to this excellent paper is why we think using blockchains will solve the said issues in the securities market when crypto asset markets are considerably more concentrated, predatory and opaque than first world securities markets @TuongvyLe12...
What if we have run out of applications to build? chain, dex, send coins, perp dex, launchpad, mixer, aave fork variant, retarded leverage loop and coins with a theme/picture or a story? What if all that is left now is tokenising everything?
@vinitopapasito @MacroMate8 Any chain that has its own token is a different chain
Congratulations crypto. You got 5 founders this month: - mullin - rushi - zerebro guy - dingaling - gabagool This is the power of web3 ☝🏽
Bear markets are for RWA tokenisation
Revenue is the new meta Its hard for crypto projects to make revenue What if we took revenue producing projects and slapped a token on them? ... eg onlyfans with token buybacks?
No matter who did what - if you're the public facing cofounder, its always your fault
Crypto is supposedly full of "game theory" guys but no one saw it coming that rollups like Base will free ride on eth L1? Why didn't Gauntlet warn us with a math paper?
Risc-V vm already on L2 via @cartesiproject 🤷🏽♂️
Avg founder quality in the manlet eco is insane
Accumulating the bestest 🖨️ coin, not advice https://t.co/lNVaEvO7yR
In ten long years I never saw a technical or nontechnical problem in a crypto project or protocol that wasn't solved by token price
The worst rug in crypto is being an employee of a project where the founders have already exited in otc secondaries
Pretty impressive launch by @LC lenschain... all the components are in there for devs to build apps... l2, da, wallets, indexers, oracles, rpc, alchemy, FULL DATA MIGRATION, and even apps... the @aave tradition of never ever doing a half ass job continues... bullish 🐂
David Sacks really sold, didn't he?
Honored to be supporting @WalletConnect foundation in the mission to create a permissionless and decentralised onchain UX ecosystem
Tokenize things that people want to swap() otherwise them tokens are just copies of shit that just sit there on the chain
crypto is entering an era of unprecedented LEGAL innovation
Looks like everyone in ETH thinks they are OG
Solana's edge is not memecoins. Its trading liquidity, shipping speed, inflow of s tier young talent and an upcoming spot ETF without a grayscale overhang. Memecoins are as much a drag on the brand as they are a positive for day to day metrics
The greatest blessing in life is a parent who'd tell you it's ok 🫂 If you're a parent, be demanding so that they succeed but do not deny your kids the unconditional love they may not find anywhere else 🥰
BTC = no team ETH = team sells tokens SOL = team and pump fun sell tokens JUP = team buys tokens HYPE = team buys tokens Its really not that hard
@ameensol Martin is a philosopher, not a shilosopher
A TEE-enhanced ZK-rollup on @AvailProject, shipping zk for real world usability TODAY, no need to wait for the endgame
Manlets "we are winning so much" campaign gives me "ethereum already won" vibes. I'd advise against this
The one thing that differentiates winning founders from others is not intelligence but a bias for action A founder must never stop clicking, fucking around and finding out No hired hand, however knowledgeable or competent can press those buttons on the dashboard for a founder
Has anyone tried work2earn this year?
Self censoring AI agents are here https://t.co/LDNBsonts2
As the creator of virtuals said on @laurashin podcast, an ai agent has attained agency and is fudding its creator
No one asks for approval/blessing/grant from Toly before just doing things
Unfortunately manlets have indeed built a fantastic culture. We must find a way to corrupt it with advisories and alignments
AI agents in crypto are so autonomous that they autonomously pay for: - Cloud bills - Twitter api subscription - Anthropic or OpenAI credits - Langchain credits - GPU usage - Coinbase developer platform - Dev
If you're in your 20s, make sure you reach your thirties
I sleep well at night knowing that a 3/4 multisig held by friends and family is securing $2.3b on the hyperliquid bridge and $27b in FDV lmao
MOVE will flippen SUI
guess how many ethereum cofounders... https://t.co/yR4mx69vgG
Product, engineering, god, family and health are what matters in bera ☝🏽 In bula... farts 🤷🏽♂️
Solana's architecture has too many validators... four should be enough. This excess validator count resulting in an unnecessary level of decentralisation is extremely concerning
I am quite happy that DC, Sassal and others are fighting back the research KOL podcast association. Ethereum has been low testosterone for too long and bad times making strong dot eths is more fun than whatever the fk human flourishing and urban aesthetic they do on mt farcaster
tl,dr from @BanklessHQ interview of shaw ( good interview ) crypto*ai agents have the following applications so far: - shitposting - generating and posting waifus - trading shitcoins - launching shitcoins - managing a pool of coins - using defi - generating tps charts - hype
Its not over till @robotventures invests in DeSci
fast and cheap with the devx/safety of move
Be kind. Many people worked hard for weeks to organise a side event they shouldn't have
Congrats to my portfolio company @ArcanaNetwork $XAR for launching their Chain Abstraction wallet Beta... use your assets across chains without bridging. Bring on defi summer https://t.co/TxcJPuYTKF
Solana devs: if you had to chew 100% glass to build on Solana in 2022, how much glass do you have to chew in 2024 to build the same ting:
Me in the memecoin cabal chats https://t.co/lcYQWh7Z6m
Jokes aside, I think @multicoincap are unusually high conviction investors. Likeable and capable are uncorrelated characteristics in finance and L2 cap tables often suffer from investors that either collect advisories/rent from everyone or will not go out and fight for anyone
Don't send tokens to my email
My partial 2024 simp list: @rushimanche: growth @sreeramkannan : vision @DoveyWan : value add vc @ekrahm : marketing/brand @akshaybd : community @musalbas : research @prabalbanerjee : shipping @cburniske : KOL @tarunchitra : IQ @aeyakovenko : product @SmokeyTheBera: ecosystem
Re DAs: @CelestiaOrg is the category leader in Brand @AvailProject is the category leader in product @eigen_da is the category leader in mindshare
ETH v SOL is fun but Only ethereum community can stop ethereum ( our maxis and boomers keep trying ) Only solana community can stop solana ( get cocky manlets and end it )
As an L1, going by users, wallets, apps and transactions, @0xPolygon PoS chain is 70-80% undervalued
ETH spot ETFs are catching a bid Pay attention
Your age is 10 x the number of days it takes you to recover from attending a one week crypto conference abroad
You can short any ecosystem with a culture of advisories - Cosmos went first, Polkadot and eth followed. Now waiting for Solana
Mood today https://t.co/YjD8ba54xV
In a world where everyone shills years before they build, @initiaFDN is a great relief
Don't ever fade @cburniske Ser got Vitalik to endorse Solana at $8 and Jerome Powell to cut 50 bips right before Celestia unlocks
ETH would be $4000 rn if an IBC equivalent was on first up the rollup centric roadmap Unfortunately maximising validator count means too many signatures for IBC @0xPolygon aggLayer solves this, among other things
Signal through this volatility so far: 1. Warren Buffet 2. @Rewkang 3. @cobie 4. @mrjasonchoi Noise: 1. Full time KOLs without a day job 2. SOL to $1000 VCs
Root cause of all eth troubles is community fragmentation not tech: almost no one in ETH has been shilling eth on social, only shilling their own eth based L2 coin, pursuing exotic first world pursuits on farcaster, or marketing sol by fudding it.
RESEARCH COIN MEMECOIN https://t.co/m0qJKyuKqu
Manlet's biggest edge over dot eth gang might be use of human english https://t.co/CT8i0cwC6P
Congrats to @EclipseFND now both dot eths and manlets can fight their fights onchain on Eclipse mainnet
Router is the Cisco of interoperability protocols
WAT IF THE DEMS WIN LMAO
If you ever run out of ideas in life, launch an L2
What if they are keeping Joe Biden safu in a Trusted Execution Environment ( TEE )?
Warren, Yellen and Khan lost both tradfi and tech for the dems. Its unbelievable
The real role models are the ones prioritising their health and fitness. @VitalikButerin was the first 'longevity KOL' I remember who led the way and now at every @ETHGlobal event I meet more and more people who are eating well, sleeping well, working out and working hard
The alfa at @LensProtocol is the sheer % of artistic people and senior women who work here. Everything about everything Lens does is refined and imbued with class and taste. This is next level brand stuff us devs can't grok
ethcc l1 is basically 1 GWEI empty because of ethcc l2, l3 and AVS side events https://t.co/pkeCuqUc4i
Ok. I know most of the limits and internal contradictions of bitcoin and ethereum vs their narratives ( eg decentralisation, censorship resistance, raspberry pi, ultrasound money etc ) and they are all annoying What are the internal contradictions of Solana vs its narratives?
@akshaybd @aeyakovenko Akshually the hard part is *not* doing things differently. Wen money shows up on the table people start focusing on capturing value ahead of creating value. Advisories, investories etc etc
It says a lot that the US crypto industry has moved from where the US tech industry sits ( SF ) to where the US banking industry sits ( NYC )
Kanav gets a lot of unfair flak for the accidents of 2021. The real mystery is why so many 20-35 year olds get to run systemically important money crypto companies with no experience whatsoever in financial regulation or compliance?
In the modular era, there will be thousands of rollups Each one will have an FDV in thousands of dollars
ionet has more KOLs in the KOL round than it has GPUs capable of handling training workloads This is the power of web3 ☝🏽
Ethereum is beautiful distribution for good ideas from every other chain and thank god for that Didn't Tezos do based rollups first but no one outside Geneve' and Lausanne cared?
The future of cross-chain DeFi and further proof that economic security is not a meme
Unpopular opinion: L2s like Linea are more secure than ethereum If a defi protocol gets exploited on L1, money is gone If its exploited on L2 and the bridge is slow enough, you can pause the sequencer and do a block reorg https://t.co/agUzsZu5VJ
@mdudas This is a copy of metamask
Why cant we onboard @cobie as an advisor to ethereum for 10 bips?
@iamDCinvestor maybe farcaster frens can dual post via @yup_io
@HugoPhilion @jbrukh Yeah. Aggregating RTX4060 on a million laptops is not as useful as a few hundred H100s. In the words of Sreeram ser, blockchains offer two value props: verifiability and censorship resistance. He didn't say only two but I certainly think its only those two
I go to San Francisco wher they dont use words like crypto anymoar They call our coins open source AI now https://t.co/vQoIkxtfFZ
Is New York the world's greatest city for people who like to walk?
I suspect @bneiluj was the last French guy in crypto who did more than 60 hours a week. That was $150 eth pre merge. Then eth crossed $1,000 and the generation of devs that followed discovered joi de vivre
@DoveyWan The issue with money crypto is that there are hardly any consequences for financial misconduct. Freedom for the good, freedom for the bad and freedom for the ugly alike - and given the political dysfunction in the US, that is unlikely to change anytime soon
Who did this https://t.co/DOwC5lRVWV
mood today https://t.co/QfvEtkerUz