FrankieIsLost
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CLOB vs AMM debates. something you don't see as much of anymore.
the big existential question for Solana is whether it can prevent the great unbundling, where the most successful apps branch off into their own dedicated blockspace.
the chain needs to provide enough value to apps to overcome the economic incentive to disaggregate.
the chain needs to provide enough value to apps to overcome the economic incentive to disaggregate.
couple more microstrategy clones then up only
asian CEXes are moving onchain and a lot of mid-tier crypto native teams are about to have their lunches eaten
extremely bullish thing about Solana is that at every core dev meeting the topics discussed are different because tangible progress gets made on the network every 3 months
trying to reason about most protocols just by looking at onchain data will often lead you to the wrong conclusions. these are not closed systems—what happens onchain is usually just half the story.
gonna be a big day when CT learns the difference between gross and net revenue. lots of crypto “revenue” is just taking money from your user’s left pocket and putting it back in their right pocket.
people asking for "data driven explanation of ETH’s recent move" don't understand that this is simply the market reacting to EOF being removed from Fusaka
feels like crypto’s awkward teenage phase is almost over—enjoy it while it lasts, things could look very different very soon
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