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Ryan Berckmans
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Thanks to the GENIUS Act, stablecoins are about to explode
That's amazing for
Ethereum
's 65% market share
#ETH
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Ryan Berckmans
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Lots of opportunity for distribution synergies across eth's L2s A fun experiment could be to try and ship a World mini app that's just the entire Base mini app store, and vice versa - that'd be a mini app store inside a mini app store inside a Google/Android app store app 😂🤠
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Was talking to gpt about the emerging trend of "RWA L1s" and it dropped this banger > Ultimately, these "RWA L1s" are often just distribution strategies disguised as tech differentiation. They're trying to recreate trust, liquidity, and regulation in their image—when those things already exist more robustly on Ethereum.
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By ~2032, BTC risks highly profitable 51% attacks due to a collapsing security budget. Only known realistic fix is tail inflation, breaking the 21M promise. Wild that most Bitcoiners pretend this terrible choice of "catastrophic 51% attacks OR break 21M cap" doesn't exist.
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There are now 2 US Public Companies with their own Eth L2 Coinbase and Robinhood Congrats, Robinhood, on acquiring WonderFi and their Eth L2! This trend is just getting started. ETH
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Today, an S&P 500 company made ~2.5% of daily revenue from their Ethereum L2's fees. Probably nothing
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