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Low tweet rate. High hit rate.
Recently moved to 100% USD allocation at a centralized bank (near perfect timing on local top) yet I still feel the pain of the drawdown. What kind of mental illness is this?
Recently moved to 100% USD allocation at a centralized bank (near perfect timing on local top) yet I still feel the pain of the drawdown. What kind of mental illness is this?
Wow. Overwhelming consensus. Seems like a mandate is in order. Never fight a mandate. Lean in, add value, contribute to the vision. Win.
Should Ethereum endorse the AggLayer as a shared bridge and ERC-7683 as a core stabdard to help align the interop community?
998 vote · Final results
Bernstein: Buy everything [digital assets] that you can! Our Digital Asset bucket: 50%: BTC/ETH 50%: Alt-L1, ETH L2, ETH L2, ETH L2, ETH Defi, ETH Defi, ETH Defi, Gen-infra, ETH gaming CT: “ETH is ded”
![3PointAsset's tweet image. Bernstein: Buy everything [digital assets] that you can! Our Digital Asset bucket:
50%: BTC/ETH
50%: Alt-L1, ETH L2, ETH L2, ETH L2, ETH Defi, ETH Defi, ETH Defi, Gen-infra, ETH gaming
CT: “ETH is ded”](https://pbs.twimg.com/media/GchoORrW4AAukS7.jpg)
Blackrock Mgmt Fee (ETH ecosystem): Ethereum: 50bps Arbitrum: 50bps Optimism: 50bps Polygon: 20bps 30bp difference is MASSIVE (competitive funds are 10-20bps). Interesting and telling divergence. Do with this what you will.
Cope • /kōp/ Verb To perform daily pontification of how the worlds most adopted smart-contract platform, which maintains the largest developer base, and continues to produce the most innovative applications is dead, antiquated, and overvalued.
Fwiw my firm’s backlog doubled overnight with Tradfi-x-Crypto engagements. We don’t have enough staff to support the Tradfi onboarding (the household Bank/AWM names) Things have shifted. Agree this does not seem to be fully appreciated yet
Crypto market does not yet appreciate the delta between “Trump win” vs “GOP sweep”
Pure SOV: Bitcoin SOV Enabled Economy: Ethereum Crypto Networks: Solana, Arbitrum, Optimism, Polygon, Sui, Aptos, Sei Stop comparing things across categories. Oh and btw these have been the visions from day 1 for each of these projects. No goalpost shifting here You can also…
I’ve been excited about Polygon and the AggLayer for a while but the last two weeks have been holy shit moments. Going to melt some faces as we get into the first half of 2025.
Congrats to OP w/ Uni W I have a soft spot for AggLayer (Polygon) since their technical contributions to this vision outstrip other L2 teams But the path is clear. L2 teams (Polygon, OP, etc) are misunderstood. While fierce competition between them, there’s really only 3-5…
@matthew_sigel following up on my view here: The main dislocation I am seeing is how L2s are thought of today. People correctly identify the benefits of L1s: interoperability & censorship resistance, but they miss the critical drawback of ceding sovereignty Sovereignty in this…
Crypto industry needs to reset itself tbh Nobody is left to buy your bags. Twitter battles are futile and counter-productive The only option left is to build your way out
Tbh w/ @Polymarket, @DraftKings & @Immutable all on Polygon… It’s starting to feel like the logical home for esports gaming/betting Doesn’t hurt that it’s one of the few chains with ramps from major exchanges like Coin & OXK Work to do, but very close to network synergy
An application, without a token, built on Polygon: is this cycles breakout. How’s that for a narrative violation Update your priors
Nate has been an inspiration for me since long before I started Polymarket. Thrilled to have him aboard. @NateSilver538 axios.com/2024/07/16/nat…
ETF buyers going from 0 to 1 are price agnostic. They don’t care if price is 25k, 30k, 45k, 60k. They’re buying. If you sold anything in the last 3 months or are willing to sell lower than launch date.. you’re [redacted] You’ll have another shot with ETH ETF though
I’ve been very busy [hence my absence -which will persist for some time] but finally got around to the Drake/Toly debate on @BanklessHQ . A thought re: issuance: A US reporting company sells widgets abroad. The country it sells in has a highly inflationary currency. Cost to…
Some firsts today (I think): 1) 1st US public company (non-crypto native/finance) to launch an L2 2) 1st Alt-L1 to embark on L2 roadmap leveraging an Eth L2 stack It’s important to step back from announcements to recognize the big picture: Blockchains will eat the world. All…
They wouldn’t listen to me, perhaps they will listen to him I spent months campaigning this & was left feeling more disheartened than ever as a result Intra-op ≠ inter-op
> Does it complement the solutions different L2 ecosystems... (e.g Superchain), or does it replace them entirely? Replace entirely. We need to get serious on doing this ethereum-wide; if there are five separate solutions for five sub-ecosystems, that's needless fragmentation.
I agree with Chris, however point in time data comparisons are not useful in isolation (which I’m sure he’d agree with as well) This will be an interesting metric to watch over time, but it’s fairly meaningless today for the following reasons: 1) No chains are valued off of TTM…
each L2 is a different blockspace environment - TEV compares blockspace value, and the comparison stands as an important one to watch (ETH L1 vs SOL L1), and will stand when Solana has L2s
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