TrustlessState

jfc 15% gap open on $CRCL trading at $98 again

$6m FDV is what everyone was excited about?

I heard there was liquidity @VelodromeFi

How is GDP measured in the blockchain context?

As I understand it, REV is just 'how much people paid to use the chain'

Seems like a pretty solid measure for signal

No metric has ever been the end-all, be-all -- REV included. But it's a dead-simple lens for understanding the value a chain brings to users.

The Daily (the world’s biggest podcast) just did a whole episode on Trump's involvement with crypto

It’s all framed around Trumps ability to pocket cash and receive bribes

Public perception of crypto has never been worse

The Ethereum 'pivot' is a pivot towards a product-centric roadmap

- Scale L1
- Scale Blobs
- Improve UX

This is Ethereum focusing on product

question for the L2 philosophers

are Native + Based rollups 'Ethereum'?

@jon_charb @mteamisloading @0xBreadguy

killer podcast with @hwwonx and @tkstanczak!!

eth/acc

Feels like a very bullish inflection happening rn

- MSTR copycats actually a thing; SPAC season for BTC acquisitions?

- Institutional stablecoin gold rush hitting a fever pitch

- Ethereum reboot catalyzed and underway

I feel it

Everyone should watch this @VitalikButerin talk from ETH Taipei

Vitalik clearly sees value in L1 scaling & product

On the short-medium time horizon:
- turn the L1 execution layer into a rollup
- parallelize L1 execution
- 1-click token swaps (remove allow popup)

eth/acc

- zora trading at 200m FDV
- jesse positioning content coins to go after instagram and ticktok
- likely coinbase listing due to base coin + coinbase ventures investment

okay