Making this post as a promise to myself to actually, finally | 0xBreadguy on Binance Square

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Making this post as a promise to myself to actually, finally, reassess my portfolio.
Need to determine how I want to position for:
- Kaito
- Hyperliquid
- Unwind all of my nonsense positions from farming the last 18mo
- Position my deep Clayno bags for their SUI mint

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KAITO

1.875

-4.42%

SUI

3.9194

-2.35%

0

0

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ETH outperforming again

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It's a Fat App future for this industry, but I think people (incorrectly) assume all apps will become their own chain. They won't. The pendulum swung too modular and is now correcting. Apps (and their value) will continue to gravitate towards the best execution chains.

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NFTs are to artists as Launchcoin is to web2 growth marketers. We need actual, structured capital formation with equity and disclosures if we want this to be a success. That's not sexy though.

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Blob bulls need to buckle up—saturation (read: fees) aren't likely coming for another ~year+. Rationale: → It took ~7 months to saturate the 3 blob/block → We just double blobspace (6 blob/block are ~free) → There is an aggressive push for Fusaka upgrade by EOY, which will take the blobs from 6 to ~48 If that happens, we can make some projections: i.) It took 7 months to saturate 3 blobs ii.) Even with accelerating saturation for the next 3 blobs, that timeline puts us ~at Fusaka implementation which will ~8x the amount of free blobs. iii.) The time it will take to saturate that new space, even accelerated, is ~year. ------------------------ Below shows the growth of blobs, time to saturate with both an aggressive and conservative guess of how long it will take to saturate the expanded space. The likely outcome is that it will land somewhere in the middle of projections. The case for aggressive timelines being hit: • EIP-7623 in Pectra will slow rollups from switching over to calldata when blob pricing spikes • Regulatory environment loosening and adoption is accelerating • Base, and OP broadly, has plans for continued Mgas/s throughput week over week The case for conservative timelines being hit: • Solana is not giving way and ~all new metas are popping off there • Higher performance chains launching that leverage Ethereum but don't utilize blobs (MegaETH is here) • Chains are getting more and more efficient at avoiding blob saturation/costs. Blob sharing, smart/delayed posting, etc. • altDA providers are being normalized and offer higher capacity/lower median user fees ------------------------ Everyone knows my position at this point; DA is something with little network effects on the long run and I think it's prudent Ethereum prioritize execution scaling. I did this to try and determine how long it would take to see Ethereum generate meaningful fees from DA. Depending on Fusaka launch, that could be late 2026.

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