FrankieIsLost

it’s now obvious that some of the biggest companies of the next decade will be built in crypto, but most people still think the whole space is a scam. incredibly asymmetric opportunity to build a huge business while the rest of the world catches up

CRCL up 750 % since its IPO, at this rate it should overtake bitcoin in 30 days, the U.S. national debt in 54 days, and the entire global real‑estate market in 74 days

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.

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

most solana ppl have no clue how L2s work. most ethereum ppl have no clue how solana works. so most CT discourse is just two sides arguing with strawmen they made up.

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