Viktor Bunin 🛡️🇺🇸

If you're a friend in crypto and having a child, ping me and I will send you the best damn gift. It's for dads and every dad I sent this to has LOVED it.

I'm shocked at how quickly @Polymarket entered the mainstream, but there's an interesting dynamic: Polymarket CREATES the news

Even if nothing else happens, the market is happening, and the state of the market is always newsworthy. Theres always something to report so they do

Huge week for bringing the world onchain.

The best predictor for L1/L2 success is whether they chart their own path. If they follow a playbook or are copying the most recent network doing well, they will never succeed. As an investor, that means prioritizing original, opinionated thinkers is paramount.

Will CRCL mcap pass USDC supply?

Once every currency is competing globally with no regard for borders, the best one will win. The network effects we've seen to date are peanuts compared to what's coming.

First USD stablecoins.

Then Bitcoin.

Do the math - if listing on a set of exchanges costs you 10% of your token supply, which will immediately be dumped, do you think those exchanges' users will buy MORE than 10% of your token supply? That math will never work. The only winning move is not to play.

If Circle was in the S&P500, it would be rank 244, ahead of companies like EA, Prudential, Sysco, Ebay, Hersheys, Delta, and Estee Lauder.

People really love stablecoins.

1/ Congratulations to the @EigenLayer team on announcing the EigenCloud! In many ways this is the holy grail of marrying onchain and offchain computing paradigms into one cohesive whole, so I wrote a breakdown of its most important concepts. Let’s dive in 👇

I'm pretty sure @veda_labs won the embedded yield game. The combination of onchain vaults, active risk management, and APIs give teams the flexibility, ease of use, and security they've been looking for. They finally built the fully featured product the markets been looking for.

It's not a revenue meta until we're getting actual dollar returns in our bank accounts. DAOs pumping their own tokens so they can stretch them further in enterprise BD deals... oh sorry I mean returning value to token holders through buy backs... doesn't go far enough.

It's obvious at this point that centralized order books won't exist in the future, but how far out is that future? My bet is 20 years. To deprecate them you need the economy to come onchain, including most financial institutions and instruments. It'll happen, but it'll take time.

Fixing MEV spam via market structure and eliminating airdrops will make onchain volume go down 90%, but the remaining volume will be 100% grass fed, pasture-raised, regenerative, biodynamic, heirloom, wild-caught, artisanal human and agent volume and it will be glorious.

Just gonna set a recurring tweet for every Monday morning that says "Huge week for bringing the world onchain" and every week I will be right because there's so much dope adoption happening. Really feels like we're entering the vertical portion of the S curve.

Everyone's a decentralization maxi until you ask them how their DAO *really* works.

Crypto folks think countries don't matter without realizing that most blockchains are direct reflections of their founders personalities, and many of those founders are emblematic of the countries from which they originate. It's culture all the way down.

One of my favorite beliefs is that Bitcoin will become money once it hits $1m because 1 penny will equal 1 sat. We'll transition from saying $3 to ₿3 for milk and everyone will know what you mean (300 sats). The actual number staying the same is a huge psychological benefit.

Happy father's day to all the crypto dads out there! You're creating a better world for your children and when they grow up they will be shocked to hear you worked on Bitcoin, Ethereum, etc in their first few years of existence.

The Stablecoin Bill should have been called The Stable Bill so when speaking about it and the GENIUS act we could just say

Stable Genius

Really interesting results that I think speak more to my follower demographics and their personal interests than actual adoption.

If I had to rank it, I'd put:
1. Pay in USDC on Shopify
2. DEX
3. US Perps
4. 4% back in BTC