0xBreadguy
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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.
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.
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.
We need actual, structured capital formation with equity and disclosures if we want this to be a success.
That's not sexy though.
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.
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.
Coinbase is now included in the S&P500
ngl COIN has underperformed my expectations since last year, but we like this.
Whatever happened to the erc404 meta?
That was a crazy 3 weeks.
That was a crazy 3 weeks.
AVAX bros help me out.
I bought these literally 400 days ago for the Memecoin Rush and just forgot about them in the farm.
I'm assume most are trash/dead. Which platform is letting me dump them in the fewest clicks?
I bought these literally 400 days ago for the Memecoin Rush and just forgot about them in the farm.
I'm assume most are trash/dead. Which platform is letting me dump them in the fewest clicks?
Helluva week for AI Agent lore.
• AIXBT launched like 6 shitters on boop, then claimed and FSH'd his airdrop (AGI achieved internally)
• Zerebro dev faked death while selling tokens on the backend
Truly incredible tech we have here
• AIXBT launched like 6 shitters on boop, then claimed and FSH'd his airdrop (AGI achieved internally)
• Zerebro dev faked death while selling tokens on the backend
Truly incredible tech we have here
The bickering around the quick Solana upgrade is soaked in "do you want to be right or do you want to win?" energy.
Tether launches AI network
We say this a lot, but Kaito may actually be the most egalitarian thing we've ever seen.
Between KAITO, numerous claims after, now boop and upcoming Infinex it's probably the only non-memecoin kingmaker trade of the cycle.
100% free btw.
Between KAITO, numerous claims after, now boop and upcoming Infinex it's probably the only non-memecoin kingmaker trade of the cycle.
100% free btw.
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