Jon Charbonneau 🇺🇸
@jon_charb
Co-founder @dba_crypto | Co-host @UCC2_xyz | 🦖 | Lower-case r researcher | A joke in the Ethereum inner circles
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Hyperliquid should: 1) burn all HYPE in the AF. issue new HYPE if needed in the future. 2) accumulate some $USD stablecoins for in event of emergency (using HYPE would be reflexive to downside in emergency spend). 3) decide on both using decision markets / futarchy
HIP-5: Staker Governed Assistance Fund (AF-2) This HIP proposes allocating up to 5% of protocol trading fees to a new Assistance Fund (AF-2) governed directly by HYPE stakers. AF-2 extends the current buyback model (AF-1) by introducing real-time, on-chain voting that allows…
The Hyper Foundation is proposing a validator vote to formally recognize the Assistance Fund HYPE as burned, removing the tokens permanently from the circulating and total supply. For context, the Assistance Fund converts trading fees to HYPE in a fully automated manner as part…
AF burned. FECR next.
Hyperliquid should: 1) burn all HYPE in the AF. issue new HYPE if needed in the future. 2) accumulate some $USD stablecoins for in event of emergency (using HYPE would be reflexive to downside in emergency spend). 3) decide on both using decision markets / futarchy
every day I become more bullish MetaDAO and less bullish any token that isn't an ownership coin
ownership coins
We have entered into an agreement to bring the @interop_labs team – initial developers of @axelar, a leading interoperability stack – into Circle to accelerate the next chapter of multichain infrastructure with @Arc and CCTP, and we are excited to welcome new team members to the…
We started 2025 with @jon_charb's masterful thesis. Jon presented @dba_crypto's case for why Alpen Labs can deliver Bitcoin’s execution layer with Alpen & Strata 👇
(NEW POST) The Children Yearn For The Fiat Mines > the misinterpretation of long degeneracy > the boredom of real compounding > why you never go full doomer link to full piece below
polymarket vs kalshi somehow feels like the most annoying rivalry in crypto to watch
It’s literally just DCF. It’s amazing to me how many ways people can misunderstand DCFs. Q. Revenue doesn’t matter A. Yes it does because revenue drives future cash flows Q. We should buy this rapidly declining business at 5x P/S A. No you shouldn’t because future cash flows…
CT has officially graduated from "revenue doesn't matter" to "revenue matters" CT hasn't graduated from "value by annualizing very recent revenue" to "value by projecting future revenue" you dont value super early stage mega high growth investments the same way you value AAPL
LSTs are historically a winner-takes-most market, and @0xFastLane is running away with its early lead on Monad. The protocol now boasts 3.16% of the entire circulating $MON supply. It's LST, shMON now has a 76% marketshare, making it ~3x larger than all other LSTs combined
Yesterday, shMonad's APY was added to DeFiLlama's data set and added to the shMonad frontend. Since then, we have gotten *a lot* of questions about whether or not it's bugged. It isn't bugged. It doesn't include incentives. But we do expect it to stabilize lower. 🧵(1/x)
You can just build on L1.
Ethereum transaction fees are dirt cheap and have been for all of 2025 Due to client optimizations and hard drives becoming cheaper, the gas limit ("block size") will continue to go up and keep tx fees cheap Return To Mainnet!
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