. @SeiNetwork is heavily underestimated imo, especially post | zerokn0wledge_ on Binance Square

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. @SeiNetwork is heavily underestimated imo, especially post Giga Sei
- 200k TPS
- 5 GigaGas/sec
- <400ms finality
- EVM compatible
- Parallel execution
- $490M in TVL rn
Question is how many winners can there be among the increasing number of general-purpose execution layers in the market?

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Net flows in past three months: - Ethereum: +$1.2B - Berachain: -$1.2B Discuss.

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$TAO = simple tokenomics + powerful dynamics It's a winner.

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Some interesting narratives I'm watching: - Hyperliquid + HyperEVM ecosystem - Bittensor + dTAO / subnet ecosystem - Decentralized AI training & inference - ZK-powered verification infra (e.g. zkTLS) - Utility agents that provide value (incl. DeFAI) - InfoFi (Cookies, Kaito, Noise, Ethos, ProjectX) - AI-native blockchains - Verifiable & tokenized data - Real-time execution layers (e.g. MegaETH) - More expressivity on execution layer (WASM / RISC-V) - RWAs / Tokenization What else?

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Have seen a bunch of ppl talking about how @monad_xyz has been taking too long to launch and losing hype. I share this sentiment. When I heard about monad for the first time almost 2 years ago, it seemed revolutionary. No doubt they are still building great tech, but we now we already have @soniclabs with a pretty strong EVM UX, @SeiNetwork that is scaling the EVM to ~200k TPS (with monad targeting 10k in a first step), @megaeth_labs nearing mainnet with 100k TPS at <10ms block time on L2, and Hyperliquid that processes 200k orders per second on HyperCore with HyperEVM (even tho less scalable) alongside it. There is @rise_chain coming up, and even on the non-EVM side we have @fuel_network, which recently became the first real-time rollup on Ethereum, @solana and its network extensions continuously innovating, and the SVM has already made it onto Ethereum too in the form of @EclipseFND. Monad is and remains an amazing blueprint of how to build hype and community, with the latter still being a differentiator, but having raised at billion dollar valuations already during infra season, I feel like this one could turn into quite a bit of a disappointment. Remember @berachain?

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Today I signed a petition to MAKE SWITZERLAND THE BITCOIN CAPITAL OF THE WORLD. No jk, but we do want the @SNB_BNS to establish a strategic $BTC reserve. For a financially solid, sovereign and responsible Switzerland. In a direct democracy, it‘s us, the people, that decide. 🇨🇭❤️

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