@emilyxlai @ekrahm Agencies produce very little unless there's someone on the team to set the creative vision, scope and metrics and track output


Founders should not take startup building advice from those who have never launched their own ethereum layer 2


Meh. Just don't let the number go down


@afscott @soniashaw_coinw @_marekSan_ @ciaobelindazhou @alex_fazel Great vibes. Solana KOL incoming


If you meet the extremely unlikely founders in crypto*ai who can akshually do AI, bls ask them to do akshual AI first before even thinking about tryna slap a token or chain on it Save humanity with founder market fit


Every crypto*ai project rn be like Our advisors (TICKER IN BIO)


Bruv your launch is running late not because you are a visionary thinker but because you are a conference speaker


@AntonioMJuliano But are you "speaking" son?


I too would lose to Bankless guys if I had a token launch coming


crypto cmo is easy... founders get the credit, you get the blame. I don't make the rules


Our tech is completely undifferentiated. Our product is completely undifferentiated. Our community tho is a completely different group chat of 25 year old nerds than everyone else's group chat


@aeyakovenko I am just salty I wasn't deemed sufficiently KOL


@torabyou @0xairtx correct


SOL 8xd with one hundo apps and a milly users SUI 5xd with 69 KOLs this is capital efficiency


@aeyakovenko Wen KOL round for $SOLT


We need a @realDonaldTrump to launch a layer 2 on ethereum - it should be RETH on a big box, such a big box that no one else has a bigger box, it should be like the biggest box ever with more terabytes of RAM than russia, china and iran combined


@davidfeiock @jon_charb sorry you missed the kol round


@chamathsintern its really "sell side" research in crypto


@arjunnchand They call it zk compression I am told


@chamathsintern bruv don't @ me. publish research


@davidfeiock @jon_charb mybags > yourbags > theirbags


The SOL will flippen eth narrative has now expired. After breakpoint, SOL became a consensus trade ie a little boring So a small group of 'liquid fund KOLs' has already started circulating "redacted will flippen SOL" 'market research' crypto is Wall Street but worse ™


@jon_charb This SOL will flippen eth narrative is now old. An underground network of 'liquid fund KOLs' has already started circulating "redacted will flippen SOL" 'market research' fr fr


crypto*ai will exponentially outperform in the next bula because 95% of the crypto*ai projects are so exponentially retarded


@Madhav_goyal_ @0xMert_ @Eliascm17 Solana stopped going up after we aligned Mert


Apple killed AGI


@mevnazi @paradigm eth community is strong enough to mitigate those types of risks. someone has to bring a product first perspective to all of the research and Georgios is doing exactly that


@ai token tokens


I am unironically bullish on ethereum @paradigm's vision  Europeans over in Zug are shipping too slowly and American capitalists are the one chance ethereum has in the face of relentless competition from other American capitalists eg Solana, Monad, Aptos, Sui etc...


right?


@StaniKulechov


Lets call it Gigaeth


mood today


Trust me. Our relationship was strictly monolithic but we had too much to drink. One thing led to another and in the morning we realised we had launched an L2


@naruto11eth Moar unification forya


OH: "You know @hotpot_dao chose the right market when everyone and their mom is making a competitor"


@0xMert_ etherdancer


@hudsonjameson Uncle!


@KyleSamani Firedancer Mert's License (FML)


@Austin_Federa Which SVM is coming to you soon brotha


@mraltantutar Its always a thing, its just not a function/outcome/result. Its one of the inputs


@GwartyGwart 30 seconds is too long now


@voteforpedrito @RoachWrites_ @SuperteamAE @dReaderApp @CoinWOfficial @alex_fazel Wells... notice?


Two paths to token success in crypto: Build something huuuuge but useless ( wont name names - have frens ) Build something useful but quick eg friendtech, pump dot fun...


I don't know who needs to know this but in a startup, management is not a job


@armaniferrante Everything but work?


@teemuz No. first


Wen token tho?


As a community member, I want to see "network extensions", not L2s on @monad_xyz


@ballsyalchemist @unichain just use @hotpot_dao s chain


Bitcoin sidewaysening day 226


@cecilia_hsueh not just Chinese


Everyone wants apps but I am pessimistic that we crypto natives will ship much "app" of use The mindset and incentives just ain't there What we really want is a Web2 product boyfriend and a Web3 casino girlfriend building onchain together Solana is getting this right imo


@andrej_muzevic @tarunchitra @instantfinality the issue is l2s not paying enough imo. apps like uniswap were paying too much, now unichain will pay too little


@zmanian @tarunchitra Enlighten me much wiser men cc @jon_charb


@anuragarjun


@anuragarjun I thought so but network extensions dont fragment Toly's users and liquidity


For Solana, promoting 'network extensions' like Nitro and Magic Block is a far superior strategy to promoting SVMs like Eclipse - which I think is akshually gud for Avail, Celestia and Ethereum


@cecilia_hsueh Her mom tbh


@anuragarjun Anataly


If L2s are ethereum you are yo mama


@jackzampolin and token traders go to telegram gc


American founder: aaaaa I am speaking aaa Russian founder: we just shipped it


All my portco founders are speakering at every possible conference and I am still poor Cause and effect?


Ok so dot eths trolled Gavin for parachain auctions failure but to prevent rapid cosmosification, maybe ethereum should do L2 auctions... Uniswap guys can buy a billy of ETH and then we are all happy


@marvelgirl_eth @grahamfergs bags are effect, logic is cause


Age is when you go from wanting to sleep with everyone to wanting to just be able to sleep with yourself


So Unichain means Hayden gets to keep most of his own MEV instead of giving it all to Vitalik?


@tarunchitra @sreeramkannan


@ayyyeandy d) stop selling/cost cutting


Unichain will make it easier for Uniswap to comply with whatever Uncle Sam throws at it in the coming days... could be KYC, could be filter gary tokens out, could be listing standards... exciting times... sort of


Many cosmos appchains were apps that needed to justify a token For example dydx had unspoken legal motivation imo Ethereum L2s dont have the feature - a token for L2 isn't "Gensler aligned" Appchains are interesting if you want predictable latency, fees, KYC for your app/eco..


@SuperteamAE highest...


Unichain design is like a telecom standards body thing... equal parts tech, biz and politics


@0xMert_ @aeyakovenko >> every app that succeeds fixed it


@alex_fazel @DoctorPrk "alignment"


What I like most about manlet culture is that all of these guys had thought about ok so you're building x but "who gives a fk/who needs your ting"?


@0xMert_ Wen Depin


@Hootie_R @haydenzadams @unichain @delitzer @MeherRoy also


Unichain was inevitable as far as Cosmos people go. @MeherRoy called it like two years ago


Eigenlayer, Megaeth, RiscZero/Succinct, AltVMs and Avail Nexus are ethereum's best shot I will not explain further just yet


A man finds his true PMF when he has kids


Mr Gensler keeps going after only the good guys @CumberlandSays are the latest


Modularity is inevitable even for Solana cause apps need reliable QOS Study Nitro & MagicBlock Main issue w eth L2s: interop is an afterthought just as shared security was for Cosmos Kinda crazy that Gav thought of everything - would be wild if he'd shipped it all last cycle


By far the higher quality group of startups I have seen pitch in Dubai ever... congrats @SuperteamAE


The thing I see missing most is "mechanism design". Casino is the biggest GTM in crypto. I'd run casino 101 classes for product founders if I were a manlet


@TheLastDumplin


@SuperteamAE @alex_fazel Great to hang w so many talented folks


Solana is the biggest threat to Story Protocol


@Shilika_jain skill issue


This is because distribution via product innovation scales nonlinearly at a much lower cost. Incumbents are incredibly expensive to serve directly and disruptive onchain ideas are generally can be a "poc" sideshow for incumbents


@naruto11eth As long as they interoperate appchains are the way to go for sure. Thats what @AvailProject Nexus is for


Sol eco is doing a fantastic job of attracting web2 product people to build onchain. Its a much smarter strategy than partnering with Web2 majors and incumbents


For some reason we are judging a Solana ecosystem pitch contest for no advisory or


@inkymaze I'd never collaborate with Gauntlet in any capacity


Did I buy the top of all 3? Yes


@Polkadot


@yangWao @Polkadot gib


I don't have a @Polkadot KOL (yet) but I am increasingly starting to think that this cycle or next cycle will have a much bigger share from Substrate based chains Gavinlayer incoming


@MaxiNicky Applying to ICF and EF brb


He could have joined Gauntlet and solved MEV


Innovation intensifies


@simonch00 "tiger mom boss"


More ROI in finding a tiger mom boss. Low bullshit, get shit done, number go up


@torabyou Made...


Decentralised FBI


Arranged marriage is holding Indian girls back


@0xForm Tiger management


No crypto startup wins two cycles without a chinese woman in senior management. Thats my alfaleak for Monad, Megaeth and Scroll


@kyleArojas @GoldmanSachs GS alumni stronk


Whats the difference between Murad shilling SPX and Popcat and well known VC accounts shilling TIA/SUI right before unlocks?


@buffalu__ @0xBalloonLover Thats all the bald Solana cofounder talks about


An FBI agent was the real AI agent all along


Dubai GDP about to double


Is the FBI raising a KOL round? What are the terms?


The future of memecoins


There's an AI in JAIL


I'd have invested in NextFundAI at $694.2m seed


At this point memecoin @MustStopMurad should just fully legitimise himself by launching an all american crypto venture fund and podcast


It has subnets


@intern Are ya winning son?


Memecoins = American social media scammer boyfriend  Russian market maker girlfriend


Who will be the first US crypto VC to go to jail for their contributions to social media?


We ended the whole industry by combining the worst of wall street and the worst of social media but it was fun while it pumped


I unfollowed Satoshi Nakamoto in 2017


@larry0x @jaekwon @cosmos Thats the wrong Kwon


@richardkingxyz Jensen Huang


MURAD FOR SEC CHAIR


@ayyyeandy Look into Avail Nexus


The real Satoshi Nakamoto


Because we can't hear ourselves


@Bfaviero @CharcoOnchain @picotop @ayyyeandy @rushimanche @0xSami_ @based16z @0xTerence @dabit3 @vinitopapasito @grahamfergs @AlexOnchain @0x3van @MrLudlow_ @binji_x @jackmelnick_ @roxinft @blknoiz06 Its 50 under 50


@defiprime Jerome Powell


One moar high profile crypto VC has fallen to becoming startup operatoor crypto VC to memecoin CTO pipeline incoming next


@tarunchitra He could have solved MEV


@OpenGradient @a16zcrypto @cbventures @svangel @balajis @ilblackdragon @sandeepnailwal Congrats. Delighted to support a very exciting team on a very exciting journey


@shawnwlim @ArpitGuptaji19 rocking it


@maqstik @sreeramkannan @soubhik_deb That one went to drake and feist for "ultrasound money"


Nobel Prize in economics to @sreeramkannan and @soubhik_deb


@jon_charb Sui not mentioned


@_kaitoai @CC2Ventures @pseudotheos @mztacat @0xKofi @ayyyeandy @zerokn0wledge_ @TheDeFISaint @CryptoShiro_ @naruto11eth Contributoor!


@0xmark0 marketing is the same 10-100m


ZK will change the current blockchain centric view of decentralised computing. Excited about @RiscZero and @hashflow shipping their DEX with CEX equivalent experience using provable compute


Teams that prioritise product, community and schizo shitposting will win in the short term and the long term


@lmrankhan Will there be an ICO in this ICO platform or will it be venture funded?


Wartime @0xMert_ came back from Solcaster. So emotional rn


@NicolasYSL @LensProtocol @AvailProject facts


Layer is the most imaginative and original name possible for an ethereum ecosystem project


Peter Todd


Not every founder is a Paradigm anon from SF. Some are raising in Vietnam and Turkey


Uber has no cars Airbnb has no houses Nobel prize in physics has no physics This is the new economy


one more thing happens in the long term


memecoin price action is organic in the same way that El Chapo is a gentleman


@GwartyGwart nah. this generation is far less cynical than the ICO generation. it believes memecoins are consumer apps and cute animal price action is organic


@GwartyGwart @mdudas thats soltoshi


no


Intellectualising memecoins


Every homeless person was an angel investor once


A few more layers then uponly


Whats the best way to tell someone's parents that their son will never launch his own token?


Europe's biggest contribution to AI was made today and that was handing off the Physics Nobel to some CS guys Back to regulation now


@hstyagi CS is not a science


@connan_james oh thats assumed as 'everyone'


Pls note that this is crypto, so no one is in charge of product


@clairekart AI boyfriend zk girlfriend


ya! apps bls make some value for the users


@ayyyeandy Ya dont just be a layer, lay her


@nbelthan no no thats capo


@aeyakovenko Hyperledger... fabric?


@OpenGradient


It worked


This is a @0xlstern, Rahul and @DianaChimes appreciation tweet for the awesome creative work on @AggLayer summit and broadly on AggLayer branding


@naruto11eth Prior KOL experience can be a + looks like


@matthew_sigel AI is digital gold


crypto VC is now crap because there are too my VCs pushing FDVs to valhalla. If you yoloed on just about anything in 2019 you made money


Suigenlayer seed round incoming


Scroll got the most important product feature right


@Eug_Ng Dude thats my uncle


gmove will flippen Sui


@lurenbian there's no second whoof


Inside every crypto KOL theres a founder of an L1 or L2 waiting to be born


Would Bitcoin double if we replaced the Bitcoin emoji with a dog name Bittu?


How have I still not seen an article on the sheer technical beauty of SUI from research KOLs eg Jon Charb, Blockworks, Gauntlet etc etc...


Hang Seng is now called Moo Deng


TVL was too gameable a metric so we made TPS which is even more gameable and filled DA blobs with spam


@0xMatt1 illegal derivatives exhange


@dntse Papers are the product?


Satoshi endorsed my memecoin b-bull and it went 2700x


@adam3us SATOSHI ALIGNMENT


I like prediction markets when they make bullish predictions


@divine_economy Overhire, overpay, fly business class... live well yo


@ac_crypto Is it over for Jensen?


I miss the days when anyone with a PhD could just build their own ZKVM and launch a nice token


@covertheflames @Bybit_Official


Has any venture fund secretly got rekt buying giga FDV secondaries in Q1/Q2?


@ercwl @MRKWH So 25% then?


@ercwl @MRKWH What % of that is EclipseVM voting transactions wao


@nigeleccles mmm has to be liquid already to qualify


@nigeleccles next sui is?


Whats the next e̶t̶h̶e̶r̶e̶u̶m̶ s̶o̶l̶a̶n̶a̶ Sui?


I am not into notebooklm anymore


@Evan_ss6 Long term thinker


@enshriningplebs geometric series


Finally bought a few SUI to call the top


@VitalikButerin @yodacalls @pumatheuma Hi


@aeyakovenko no one listens to yoda these days


Lens ecosystem is scaling securely using @AvailProject's leading edge modular DA layer


@JimmyRagosa What if you pay a chopper


Its like using ethereum L1 during defi summer


>> return capital to investors much better to do this than use VC as UBI


@armaniferrante @cz_binance Correct. As an investoor I much prefer my men (founders) to be rather unreasonable


The hardest thing about being a founder is being FULL TIME. Over the years I have learnt the difference it makes when founders are *locked all in* with their time and energy, emotionally, financially and cognitively.... @cz_binance being the most *full time* founder I ever saw


@krugermacro probably both


@Austin_Federa Ser but they make loads of TPS


@BoysHomelander 10x undervalued


We invented DaOs for humans to coordinate but it seems humans are simply using Telegram to coordinate the trading of shitters


@rajkaria_ @jessepollak @aeyakovenko @rushimanche @sandeepnailwal Smonkey, Vitalik and Sreeram ser come to mind


I want to live in a world where token is not the main product. will Anatoly Inc. get us there? idk - we are still on memecoin mania so need a bit more akshual product in crypto


@dandi899 ... so far


"restaking returns the monetary premium to ethereum"


Congratulations to all the 4% less poor


@akshaybd That is true. Unfortunately for too long in crypto, the token has been the product. Really hoping this changes now


@mheinrich @nickwh8te 6. Gary Gensler


@aeyakovenko Vitalik was the last guy to endorse a competitor


I mean if you aped $TIA in a $2B FDV round, you ganna start liking cute animals anyway. Just don't ape super high FDV rounds


author of this book on fundamentals based valuation of crypto has found cute animals


@cburniske @0xBoolean You wrote a book about fundamentals based valuation of coins five years ago...


@rexstjohn Osmosis had one of those, Lens has $BONSAI and Farcaster has $DEGEN


Memecoins might kill crypto angel investing and turn us all into CTO


@0xMert_ You just moved here. They know


Dubai published advertising restrictions for crypto KOLs within two weeks of Mert moving here... They know


@davidfeiock @aeyakovenko @cburniske We wont really know till the rates come down


@aeyakovenko Delet ser - those can make a lot of TPS


@ayyyeandy Initia


@SmokeyTheBera If you do it right, your work *starts* after they have all sold your airdrop


@kashdhanda Hit and miss but it can be good therapy


Berachain forced every other blockchain to throw parties with DJs and lots of booze... we need ZIRP asap


@santiagoroel wisdom


A ded president running america is a mortal threat to the world... one month still left before America can elect Trump


@alc_anthro No idea... if one day the appchain has useful apps than probably a lot less than it its just an evm with token


Strategy is choice. What you choose not to do is more important than what you choose to do


@Guru_BCUBE I mean stonks, not even tokens


@oliverbeige @tarunchitra $MATH


Afaik, @tarunchitra beat every other PhD, postdoc and prof in the world simply by not building his own protocol ( ie token )


I positively dislike memecoins because I think retail losses from mafia produced lotteries aka memecoin casino will be the end of permissionless onchain finance, but that wont stop me from throwing a sol or two on the next cute animal for now


@sandyzkp Sorry. I have lots of bad ideas


Its truly impressive how much of the total market cap of AI is just gimmicks, demos and hype


If Claude Shannon or Von Neumann lived today, would they do what they did or would they spend their years launching their own token and then dealing with angry "community" members


@kashdhanda Basically crypto twitter?


@AnanasBRB Why deliveroo? Just go downstairs and walk 100ft


@rashmiranjan EigenDA is for ethereum L2s. Avail can support both ethereum L2s and sovereign rollups


Living in an apartment in Downtown Dubai can be so convenient that after you've lived here, most US/EU cities simply won't be good enough


@YashikaChugh4 you must do your own side event because they did etc


@tarunchitra This is why they are replacing all the PhDs with GPT 4-o


The most talented person in crypto is Celestia's astrologer... Jeez, the timing of that launch... Berachain guys be like - bro wen's be the next stars align like dat?


In modern living, the amount of shit you buy but don't need expands to fill the size of your house Its like the marketing budget of a crypto startup that expands to fill the size of its funding


Charles Hoskinson making bullish tweets about your chain is not bullish


The guy running a staking pool wants everyone else to ship apps


@priyeshugarg but you dont have to raise all that before you ship


The real cryptoeconomics Building a blockchain: $69 Marketing it: $420 Getting people to use it: $69420 For everything else, there's a mastercard


The main difference between an L1 and L2: To launch an L1 you need at least $100m in funding whereas you can launch a competitive ethereum L2 for only $50m including $20m in marketing One benefit of a modular stack like Avail will be to bring the cost down to 5m and then < 500k


@cburniske days


AI stands for: "Assistant in India" Just hired an AI agent as my PA


Every startup is a daily fkup... if you can't handle it go work for google


Its always better to pay $5 to one person who knows what they are doing than paying $1 each to five who don't


@jdkanani @eigenlayer Ser if I had 3m Eigen, I'd move to Bhutan


Investigating some unapproved memecoin buying activity


What Leon Sassaman taught me about B2B SAAS,


Len Sassaman was the best manager I ever worked for. He taught me everything about crypto, decentralisation, solo staking, MEV and the future of coordination. I'd not have found four sol worth of moodeng if he hadn't been such an inspiration


so bullish on gmove that moving home today


@kashdhanda about b2b saas?


Uptober loading 40%


Once the initial token zoo and drama are behind @eigenlayer, it is $50bn opportunity over four years


@prashant_xyz Fax


Backing both Aptos and Sui


@KyleSt4rgarden @kaiynne @infinex_app gmonad


The attacker ate my homework


@dntse Ser you're from telecoms. GSM is 80 politics, 20 technology


Aristotle was a great philosopher Then he launched Aristoken $ARIS


@PeggyHyperbolic @devonf @hyperbolic_labs @zjasper666 GPT 4-o can do PHD over a weekend I was told


@prashant_xyz @hstyagi @exolabs @gensynai @hyperbolic_labs


Proposal to change @hyperbolic_labs name to Parabolic. Its much more bullish


@JoellyGloria @hyperbolic_labs Shouldn't this job be replaced by decentralised AI?


@hstyagi @hyperbolic_labs @exolabs @gensynai Hyperbolic works in prod... gpus are nvidia for now but


@hyperbolic_labs @hstyagi @exolabs @gensynai Spheron is in there so isok


@hstyagi You missed all the good ones @exolabs, @gensynai and @hyperbolic_labs


Latham very close to landing on a16jit greylist


@grahamfergs Sell-estia?


Any sales of my bags before I get unlocks are unauthorised and borderline illegal


@mhonkasalo Even ConsenSys people I know don't use metamask swaps lol... which year is this?


Mistakes were made in a team member I hired


@EvgenyGaevoy Math KOL


If something goes very wrong in my life, I wont tell you but there will be signs I will be a crypto founder...


@JimmyRagosa Mistakes were made?


Who's gonna abstract all the chain abstraction plays


from what I've seen so far, no startup founder knows what they are doing they have to figure it out as they go along. literally fafo that to me is the definition of startup vcs and advisors know exactly what to do because no context - and they dont have to akshually do it


@enzo_gte Facts


Sovereign appchains need shared security to solve the cold start problem Cosmos eco identified this and pursued ICS but "ATOM is not money" Polkadot made an attempt to solve it though parachain auctions didnt work well @eigenlayer is the first credible approach @AvailProject…


@nbelthan @nickwh8te Mostly voting txns wao


@ayyyeandy Congrats


Tradfi was a mistake Bitcoin has become digital stonk instead of digital godl


@Eug_Ng otherwise also


If America elects another weak president like Biden, the world will burn. You don't have to like Trump as a person to see that he's the least bad option for the world


Lifehack for excessively funded crypto founders and devs...


@lemiscate @natn3t @dabit3 @MikeIppolito_ @ayyyeandy @0xMert_ @0xkenzi @yilongl_megaeth @ac_crypto @kylegordonart @calilyliu also moodeng: cute animal


@lemiscate: CEO @natn3t: events @dabit3: devrel @MikeIppolito_ : media @ayyyeandy: podcasting @0xMert_: community leadership @0xkenzi: fundraising @yilongl_megaeth: engineering @ac_crypto: innovation @kylegordonart: design @calilyliu: leadership


@satyaki44 @rushimanche @sreeramkannan @DoveyWan @ekrahm @akshaybd @musalbas @prabalbanerjee @cburniske @tarunchitra @aeyakovenko @SmokeyTheBera v is forever


My partial 2024 simp list: @rushimanche: growth @sreeramkannan : vision @DoveyWan : value add vc @ekrahm : marketing/brand @akshaybd : community @musalbas : research @prabalbanerjee : shipping @cburniske : KOL @tarunchitra : IQ @aeyakovenko : product @SmokeyTheBera: ecosystem


Is it cause or effect? Toly's aura has 20x-d with price and Vitalik is is human again


@nickwh8te eth price must be bad to elicit this tweet


In modularity news today: @CelestiaOrg confessed to L1 ambitions @eigen_da confessed to not being useful for rollups that aren't ethereum L2s Meanwhile: @AvailProject


@ZKVProtocol @ElectronZK @Hadronfc @rolfversluis @john_camardo @Full_Prop The vibes


@nickwh8te everyone's validators are on google cloud


ser @prabalbanerjee puts the "ship" back in professorship


The up in uptober was followed by yours


@jackzampolin Urbit but useful


@farhajmayan @bdguan Its more nuanced. Sol is better on some dimensions, eth on some others. As of today, hope the coins of both go up


@advaitjayant Ya not very censorship resistant/cypherpunk


eth drops in price when whales sell sol drops the same % in price without anyone selling This is the power of privacy preserving block explorer design


@ac_crypto oof


@colludingnode home or not home. users of apps are users of the chain. stakers of token are not users of the chain


@jackzampolin imajin


Thinking of eth stakers as users is a cosmos relic that needs to be swifly put to bed forever


@torabyou @rushimanche Dont make me worry about him. He's just getting started


How I simp after @ekrahm


@0xMert_ All on top of twitter which is not a startup


Always align Israel and Russia before launching coins


@BukProtocol new paradigm


@armaniferrante Yo, its an internal matter


@0xsachi I bought it dipped


@0xGlitch_ @Hadronfc Its just how hoomans are - less risk in helping a dude next to you than across the world


Ser @rushimanche president of get shit done association gmove


@rushimanche @okxweb3 gmove


@SmokeyTheBera Baddie to Baddie? Can you send some Baddies to Israel and stop this war thing?


@mraltantutar @l2beat gm Alan


@_ilmoi agree w (1) not (2). wfh is a necessity of global biz


Ethereum alignment is not a value proposition


@gubloon @class_lambda close


Consensys HR spoke to @MaxResnick1. He will be aligned going forward


@tarunchitra EigenLayer eco has so many valuable services being built that a DA without DAS wouldn't be something I'd focus on in competition w Avail and Celestia's pure play comprehensive offerings but I am just kinda old and the MBA sort tbh. DA with DAS is far more valuable because apps


Presenting a 'minimalistic' DA


@ayyyeandy Its on truth social


Anatoly is more centralised than Raj because he travels less


Avoid total disaster by ignoring hiring advice from VCs who have never been founders


Paradigm is the fastest shipping crypto startup in the world


There's no product or engineering problem that a roadmap can not solve


Everything is a DA until someone translates client side verification into something of human use


@mayurrelekar now you get it


Resnick never told me about MEV - Metamask extractable value


@mayurrelekar Easier to permissionlessly buy


@mayurrelekar no - harder to capture


@Zedzies demonetisation is on the other line


Bitcoin is more censorship resistant than gold


The real building begins after the airdrop has been dumped


@0xRainyReece @Permissionless @0xPolygon @berachain @SuccinctLabs @monad_xyz @Aptos @OffchainLabs @ArpitGuptaji19


@mdudas No


Our product is a conference speaker


@Evan_ss6 Nah, he's in the trenches


She was so decentralised when I met her. Then we got married


Bitcoin is now 2% more centralised since I bought


Gold is more decentralised than Bitcoin


@AnanasBRB Correct


If you use solana you're a centralised person


Hey @gauntlet_xyz, whats the correlation between crypto conference speakering by founders and project token market cap? I mean, Satashi is ded so...


@JimmyRagosa Hugs to little Solana


@vyas_krishnan I am going because I am not a dev anymore otherwise I'd actually code lol


I dont understand Americans who want Swiss crypto foundations to operate like well run tech companies. Bro have you been to Zug lol? Life is about being, not doing


@0xMert_ The scenario is: US fincen declares validators money transmitters and decrees that they have to exclude (censor) transactions from non kyc-d accounts


@calilyliu He's a bitcoin guy - BBOLA


@tarunchitra intellectual KOLs


Has anyone tried giving advisory to Iran?


@aeyakovenko Can you approve my transaction tho?


@frzshk @tarunchitra das -> light clients and client side verification


@KyleSamani @_Jonahw @yilongl_megaeth >> diverging economic incentives eth does need to solve that over time wrt L2s but the general idea of soc applies to modularity as well


@0xMert_ Fair but why re (i)


@0xMert_ I think his concern is that all the ~ 100 validators can be forced to KYC ( as opposed to 1000s of of home miners and stakers )


@Hadronfc @ArpitGuptaji19 @ElectronZK @garvitgoel03 @0xCameronR Smiles are bullish ™


@LlamaAnalytica @KyleSamani @yilongl_megaeth banger


@GwartyGwart I thought subsidizing LPs are investors?


@ShubhamTotu lol


@hotpot_dao @kapursanat @0xHeisenbruh @cobie The only time in life I will outperform Cobie But this test is so good that it should be standard for recruitment for crypto-native roles lol


@andrej_muzevic Even scams are hard. 10 yrs in crypto and I have done 0


Everything is hard


@gogoDiegoCrypto @CelestiaOrg @AvailProject @eigen_da wen people think da/das first name that comes to mind


@tarunchitra I see it as a proof of concept/value for others. DA is low value. DAS is not. Pureplays will win DAS


@CloutedMind @CelestiaOrg @AvailProject @eigen_da settlement layer


Re DAs: @CelestiaOrg is the category leader in Brand @AvailProject is the category leader in product @eigen_da is the category leader in mindshare


@therollupco @ayyyeandy @vyas_krishnan Hair layer looks different


@iamDCinvestor More shipping in eth, more philosophy in sol and l2 land


Vance and Walz are like blockchain researchers that can talk sense in a debate ...because neither has their own token Harris and Trump both have their own token


If Snowden supports solo staking, I might be wrong about it


This is why you don't do leverage on magic money mfers


@iamDCinvestor @yilongl_megaeth For sure


@iamDCinvestor @_jhunsaker >> home stakers will also serve as a deterrent to overreach by any government Worth a shot. In a world where institutional stake is KYC by FATF decree, US/EU home stake will also be KYCd. Similar efforts already exist with self hosted wallets etc


@_jhunsaker @iamDCinvestor Few countries such as Venezuela, Iran, Russia and North Korea


ethereum faces both: cosmos risks ( incentive alignment with l2s ) polkadot risks... ( slow shipping, poor selection of standards eg 4337, missing interop eg xcmp ) execution premium has never been so high


Ethereum wants to be Solana on layer 2 and Bitcoin on layer 1 If more researchers pivot to shipping its doable Study @yilongl_megaeth


@iamDCinvestor @_jhunsaker This is another area where the practice and the theory diverge and if the ETFs succeed, the stake will be more geo concentrated not less


@iamDCinvestor True. Ideologically it's sound though if 80% of the stake is KYCd... what does transaction inclusion from the non KYCd accounts look like?


Iran is trying to assassinate cute animals like pepe dog wif hat, billy, popcat and moo deng


@iamDCinvestor No sir. Other than a handful of true believers who can also be targeted by the same feds, lower price will mean fewer home stakers not more.


"DA is a commodity" Dude launching the 69420th EVM layer 2


Solo staking is when you fail the game theory class. Thing is, if the feds come after ethereum so bad that the security of the network depends entirely on solo stakers, the 'cryptoeconomic security' of $ETH will be down to $50


Peace


ETH folks need to stop talking about SOLO staking because it even sounds like SOL staking - and we are 40 IQ over here on CT


Digital Gold is gold that goes to 1 in good times and 0 in bad times


@AvailProject Manlets and Dot eths can be frens


It appears the United States is committed to the cryptoeconomic security of the middle east


Doesn't look like Bitcoin or ETH are very WWIII resistant


All in a week: Mert moves to Dubai ( next door to Iran ) Sreeram ser picks a fight with Solana EIGEN launches Iran goes to war Always thought the @0xMert_ guy is a little sus


@hotpot_dao gib


@SpheronFDN passive income lfg


Moo deng bit Iran too hard :-(


not your ai not your decisions - join in


@Hadronfc @ashwinho4 @0xPolygon I said that?


@SarDwi no cto


A crypto founder is born only when they launch a token  .. before that they are merely tech founders


@solarpunkmaxi Good... eigenlayer's journey starts now


Who leaked this to Iran


Who is Iran and why is he selling?


@lookonchain Defi Renaissance


Every time a gud vc backed coin launches The lord tries to get retail in cheaper


Today's sermon at @Hadronfc


I want the name of the person who came up with the idea of doing a locked airdrop


@0xJim Bitcoin, eth, sol, pol and memes


@YoannTurpin1 @alliancedao @Hadronfc thanks for the shout out ser


@brazenburrit0 half fiat half ape


Formally out of stables


@QwQiao months?


@TheJackForge Paul took 7% of that cutie?


Whats going on with @SuiNetwork - did Vitalik endorse them too?


@armaniferrante 0.25% advisory sent to armani.sol


The main thing that stands in the way of solana's decentralised nasdaq is the speed of light What if we use a few small black holes to bend the spacetime for firedancer?


@SmokeyTheBera @sreeramkannan @vyas_krishnan that too without any gud parties


In the words of my good friend @nickwh8te, "anything is possible if you dont have to ship it"


delicious restaked moo deng


Most important events in a man's life Birth College entrance Marriage Having a Baby EIGEN unlock


Who's building the Moo Deng AVS on Eigenlayer?


@bestaitoolsinfo put them in your bio. consulting doesnt count. suffering does


@bestaitoolsinfo ever worked for a tech startup?


@bestaitoolsinfo talking to customers or pivoting is not slowing down


Is the EIGEN unlock objective, subjective or intersubjective?


A startup without speed of execution is a like a badger crossing a busy freeway - roadkill


@yangl1996 What if we use a black hole to bend the spacetime for firedancer?


manlets in my dms jokes aside - what breakpoint shifted for me is "who is building on the chain and why". Its different from 2021 - the last time there was a lot of builder interest. last time it was 80% for the funding, this time its 80% for the product


@semicondurian >> has much lower barrier of entry sure but does it have better prices for the consumer?


Key lesson from MEV research: Its unironically not possible to run a disintermediated global financial system like ethereum or solana without market makers as intermediaries


For a human, the hardest thing to deal with is reality


Wen a hippo bites you in the


@ayyyeandy @_kaitoai @blknoiz06 @KookCapitalLLC @jessepollak @Phyrex_Ni @cz_binance @LeonidasNFT @CryptoHayes @VitalikButerin @0xMert_ Let the record show that Andy has pled guilty to KOL


If we build a layer on top of Eigenlayer we can call it Eigen Layer2


Its hard to raise funding in defi because the number of chains you can build the same dang things on exceeds the number of venture funds


Your token is not down bad, you are a long term thinker


@Zedzies That ship sailed. Only 3 left now


I don't waste my time on centralised people... they are so... uncouth and uncultured ngl


@dca_LVII I was. I shut my dappnode down


I am not worried about crypto prices because now I am making FIVE dollars a WEEK cross posting on farcaster


@mdudas


@dca_LVII No, muggle


Solo stakers should date other solo stakers and no one else so that genetic purity can be preserved among them


Buy during Mainnet, sell before Permissionless Buy during Permissionless, Sell before Devcon Conference arbitrage


Every time a gud coin launches, gods try to get retail in cheaper


@JohnWRichKid Tweeting nonsense is in your job description


We live in the era of the KOL VC and the KOL founder


@0xdirichlet Lose both frens and $


@Phil_Kelly_NYC @RiscZero You will be so busy


Is it just me or does Monad sound like Moodeng


Treasury down 50%


One thing is quite clear from the rollup centric roadmap... all of us eth guys that larped about game theory for years never actually did any game theory in college - maybe except @soubhik_deb and a few others


@sreeramkannan @sunnya97 Jury is still out on what Cosmosification of ethereum will bring. One hopes it wouldn't be Cosmos


@Hadronfc @nickwh8te @0xPolygon Thanks for joining Nick ser


POTUS will be moving to Dubai next year


@TalusNetwork cool stuff


@emilyxlai @_kaitoai Literally your job :-)


She's a man


@exolabs more total stars than no 1


@AvailProject Shipposters


@ShubhamTotu @ashwinho4 @Hadronfc Fud. I am advisoor to only 3. Consultant to one - generally just invest - no option on my time


@lex_node Totally and its good fun both ways


@connan_james @0xMert_


@lookonchain Who cares


@aeyakovenko I tried to end work and it sucks - life's better with work


@musalbas Exactly


@buntyverse lol


Vitali is an epic builder ex Solana eco building on Fuel's ethereum L2. Best of both worlds, literally


@dervoiedk @Sprkfi Few


Eigenlayer  Ethereum  Binance Layer


@hotpot_dao so emotional rn


@ks_kulk @sreeramkannan @aeyakovenko that was before tokens


@sreeramkannan @aeyakovenko The people


India has had a scholarly tradition of learning by debating known as "shastrartha" loosely translated as "for the sake of knowledge" - thats how scholars learn from each other Only burgerland has anything like it @sreeramkannan ser v @aeyakovenko ser twitter is a fine example


When @megaeth_labs gets validity proofs, its over for preconfirmation hatoors like me


@hotpot_dao @MEGAZuzalu omw


@0xalank Ya see thats the inconsistency. Theres a point at which it's cheaper for the guy with users ( L2 ) to bootstrap its own tendermint. The fees paid to L1 should be say 30% under that number ( game theory yalla ). L1 produc should make it very expensive for L2s to leave eg interop


@torabyou bullish - just go get a shit ton of users for Vitalik


@evmchess @inversebrah


@0xalank If users use ETH they will pay validators. Users horse, validators cart. Need both. Horse before cart


@akshaybd You're right tho. Hayden said the same thing. L2s need to make ETH more useful and there's some interop and aligning to be done


@torabyou means eth does security and gmove handles users


@akshaybd It probably makes sense in a world where execution is handed off to L2s and eth only does security/settlement but then L2s need to do a lot more to secure the base layer. Either get a lot of traffic or pay more to eth validators or both. There's a gap/inconsistency here


I too think eth is money but the issue with the "eth is money" narrative is that an overly large section of eth community has been focusing on money as the product ( ie validator focus ) and not tech/apps as the product ( ie user focus ) Its a choice. It better be a good one


Which of the anon crypto KOL accounts are just fine tuned Llama 3 400b?


</starts a podcast>


Podcasters should be replaced with open source AI because such AI is hard to "align" without someone else testing for "alignment"


If manlets chase decentralised nasdaq but only deliver decentralised binance godspeed!


@0xNLYFANS wc is larger but d nasdaq is specific for product/engg to work on. culture difference


@armaniferrante only practicing devs understand this


Its a mistake to debate "decentralised nasdaq" literally Its a memetic vision like "world computer" designed to get protocol devs to push chains as far as possible It's provocative It gets people going


@keoneHD @egirl_capital airfare


@udiWertheimer


@JacobEv3rly In the age of LLMs they do


@Austin_Federa Hes your CMO. Pls be nice


Solo staking is like dating your ex. It's a pointless feelgood exercise designed to overly complicate your life


@memevsculture @aeyakovenko @sreeramkannan Nasdaq doesnt have Moo Deng


@hanni_abu @benjaminion_xyz @memevsculture Its also pointless in that scenario


@sreeramkannan @griffintier @aeyakovenko Jump guys know more HFT than anyone but


@0xMert_ The use case is biting


@sreeramkannan @luigidemeo Fair. I was asking on behalf of my billionaire client Mr Justin Sun


@joaomendoncaaaa


@sreeramkannan @luigidemeo So my $1 is stuck for a week? Will there be yield?


@sreeramkannan @luigidemeo Settlement window is one week for optimistic rollups?


@luigidemeo @sreeramkannan Post $1 collateral to clear a $1 check?


@j6sp5r Maybe one week later after the fraud proof window


To calculate latency using preconfirmations is like saying that BA customer service is highly responsive Except they respond to every call immediately with "thanks for calling, we will get back to you, bye xoxo"


He died of conference


@ayyyeandy get nitro and magic block on your next show


@0xairtx @vaibhavchellani @Aptos @SuiNetwork @movementlabsxyz Its growing on gmove. Hang in there


@benjaminion_xyz @memevsculture @hanni_abu Thats a fine ideology but in practice ETH will have under 1bn or so economic security if it comes to the point where the security of the network depends on solo stakers and all the staking pools have been captured


@vaibhavchellani @Aptos @SuiNetwork @movementlabsxyz In that case evm was already dominant. This battle is just starting. my money rn is on aptos move


@vaibhavchellani @Aptos @SuiNetwork @movementlabsxyz Yeah one of these will become solidity and the other will become vyper ... depending on which of the two L1s wins out on community and devrel... I am not worried about it. Sui has a very unique object architecture - Aptos move will grow first


@vaibhavchellani @Aptos @SuiNetwork @movementlabsxyz Why do we need a 'canonical' way?


@buntyverse not possible at the outset. thats why i said founding team


@0xMert_ Yes. I don't make the rules. I just read them


@VaderResearch Correct


The founding team of any crypto project has three non negotiable jobs - fundraiser - social media influencer - shipper (in that order whether we like it or not) If you dont like that or dont have the desire or time to do the work, dont launch a token


@joonian bed now


POV: bought a treadmill in bullmarket


These @AvailProject guys are everywhere


europeans


@0xMert_ Can I get accurate inflation numbers on some official looking foundation page so that I can stop accidentally fudding


Bullish social defragmentation $ETH


@0x_strange Solana is not going anywhere now, this is a trading pov


@NftPerks no thats brypto


With enough resources, on social media you can counter the true truth with your own truth Study the propaganda machines of Obama, Trump, Elon, Bitcoin, Ethereum, Solana and Celestia


SOL can reach 400-500 in a market where FDV doesn't matter. Then back to 20-50 in a market where FDV matters


Memes are intersubjective


@chamathsintern no. people on 'nance are more users than stakers


@chamathsintern users are securing the network by making it worth staking anything at all


ETH stakers are not users


Cosmos is going to make you poor: Ethereum: Cosmosification  Solana: Cosmos tokenomics Celestia: Its actually Cosmos


@Evan_ss6 escalating to @0xMert_


@nickwh8te Looks monolithic


We brought you: Fire Wheel Language Writing Printing Press Steam Engine Photoelectric Effect Invention of Transistor Structure of the DNA molecule Moon Landing LIDAR LLMs Now we bring you: EIGEN UNLOCK!


@Jihoz_Axie A constitution is necessary but it needs to be a lot more than "having the right friends". Vitalik seems to want to nudge things in a better direction


Moo Deng is decentralised. You can run Moo Deng on a Raspberry Pi even though you can't stake him from home


The Eigen unlock is the most pivotal event in history since the invention of the transistor


Correct. The fundamental contradiction of the crypto industry is that tokens are short horizon incentives for solving long horizon problems


@ai I been in crypto so long that I read "energy draining grants" fr


@IntrinsicDeFi Thats the worry


If blockchains are network states, Vitalik has the unenviable job of uniting the many L2 states into the United States, except every state also has its own currency. Resnick-s will rebel, there will be civil war and the cowboys and Indians will do their own things out west


@fede_intern @sreeramkannan @openledger Emad ser - true AGI


What size LLM do we need to replicate Moo Deng's intelligence?


These @AvailProject guys are everywhere


Look closely... do you see a connection?


There will be a moo deng quiz on Monday, pls be prepared. Memes101...


Treasury management


@ciaobelindazhou Thats a week's worth of rations


hell yeah


@cryptowithsahil @sandeepnailwal not at all. just a therapist


@dervoiedk @hotpot_dao lower ego outperforms in high luck/skill jobs


@hotpot_dao Steve was also not low ego but in crypto there's little to justify ego than token price


Revenue accrual is a scam. If L2s want to be ethereum, they should buy ETH with their own token or treasury cash


@cryptowithsahil I have never been a founder. ask @sandeepnailwal


Not your coin, not your chain


LAUNCH THAT TOKEN RIGHT NOW PORTCOS


When crypto founders from web2 say "cycles"


@ElangovanKamesh @EMostaque @sreeramkannan Sreeram ser says "Britisher" - that makes him way moar Indian than dubai yoda


Prices approaching levels where SBC can move back to Stanford


Berachain launch this, Berachain launch that - how about we just launch $BERA on pump dot fun?


Low ego founders outperforming


@_jhunsaker @MaxResnick1 I will


@ayyyeandy pivot to AI?


Note to self Sell in May


@solana @formacity Thats my quant @farhajmayan


eigenzhao


"I will be speaking at blabla crypto conference..." bro isok. no one will be listening


This better be Moo Deng protocol


My son Rushi will pay for my other kids college


@iwillpat no


Which phone is the most memecoin friendly? Samung Galaxy Z Fold 6?


@_jhunsaker @MaxResnick1 How do I stake gmonad from home


I lack a deep inner conviction in memecoins


All my friends are getting hilariously rich in liquid and sending me four year locked "deal flow"


@ai Uber has no cars Top AI coins have no AI


I demand that @aeyakovenko's guys immediately stop coding and figure out their values and alignment first


Where's Do Kwon?


While Resnick and the church of solo staking are fighting on my TL, one hopes the manlets are just announcing those ZK and modular tings for the pump and not actually coding them up... right?


@JacobEv3rly @RiscZero


BLOCKSPACE IS NOT A PRODUCT


CZ is on his way to personally unlock EIGEN


Is there a cure for PMF?


@grahamfergs @farcaster_xyz airdrop


@zkBri Same as ethereum


Truly a privilege to host two rare experts who have credibility in both AI and crypto and can communicate their ideas and expertise rather eloquently as well. Listen in


SOL/ETH will go to 0.00 when WWIII starts, LFG


@marcomonaco83 enjoy your mining pool


I think Resnick is right about solo staking ...


@CraigBurel Congrats


How VCs see asian founders: Asian dude in SF/NY = einstein Asian dude in Asia = scammer


@santiagoroel @0xMert_ He's in crypto so maybe AI?


@AlaHaddad23 no poor people in the network state


Why can't the poor just buy bitcoin?


Is $8000 of moo deng enough to retire?


How do we get @Consensys HR to have a chat with @MaxResnick1


@0xMert_ girlfriend


I dont know who needs to know this but its a very small industry and everyone talks to everyone... so the best way to get business done is to be straightforward and avoid playing games


@ac_crypto @exolabs @karpathy Better to bring your own device then


Price went bad because "ethereum already won" on farcaster. Now bad price will make strong dot eths on CT who will make gud price


@ac_crypto @exolabs @karpathy Good point. That will require cryptographic or crypteconomic verification?


@0xMert_ @gakonst @macbrennan_cc @MaxResnick1 Firedancer lacks one critical feature Its own layer 2 and governance token


@Guru_BCUBE @Bcubeai Ya. Bcube does all my trading on 'nance so that I can work and shitpost


@blockhiro Better those than $VAPOR


@dindjic no dont dilute


Forget mass adoption How about a working product instead?


Rich requires a different kind of smart


Arthur will pump eth defi all by himself and you will be hapi


agglayer


@torabyou I mute all wallet posters lol


@0xanmol adoption of mass


@geet_eth @0xPolygon LFG


@hotpot_dao @MEGAZuzalu moo deng speaking?


Moo Deng > Sydney Sweeney


Moo Deng > Hawk Tuah


@QwQiao They have been for a long time. Talk to @raypaxful


They say Trump is a horrible human Dude launched ZERO wars abroad For us foreigners, he's WAY better than Obama and Biden


@divine_economy @Ruisnakes @SevenXVentures Facts


crypto is a long position in stimulus


Chinese women run crypto The rest of us just work here


Every crypto project has only two choices. If you are not a scam, you better ship


ETH v SOL is fun but Only ethereum community can stop ethereum ( our maxis and boomers keep trying ) Only solana community can stop solana ( get cocky manlets and end it )


( this only works in one direction )


The paradox of crypto ( and life ) is that people who are akshually serious about what they do don't take themselves too seriously The former is a buy signal, the latter is a sell signal


@tarunchitra Would need to understand to plagiarize


When I have made it, I won't tell anyone, but there will be signs... I will pivot from crypto industry to tech industry


BTC/S&P keeps going down


My barbell is great products and trash memecoins


@grahamfergs Few


Western man...


@IKchmt6jSYhp5I8 Hes a dem tho


I just want to see ONE crypto friendly politician who doesn't go to jail


@ac_crypto @exolabs @karpathy Do you need all 400b weights to be your own if you can fine tune with your own data on your own devices?


In almost all business contexts, average talent in a great culture will outperform top talent in a bad culture


@SuhailKakar no


We are missing a public debate between @pythianism and @KyleSamani @therollupco bls


@ac_crypto @exolabs AI you can own


Social media marketer handbook: max retard mid retard. normal retard tiktok. youtube. twitter


@keoneHD @playSparkball Whoa


Mert is going to be absolutely insufferable


Chinese government is spending a whopping $142b.... ...to launch Berachain


@StaniKulechov @rleshner @superstatefunds @aave


@torabyou There's no fourth best


Its time for coins with good market makers


@routerprotocol


@Sprkfi @dervoiedk @eth_milano @fuel_network Shippoooor


@joemccann Calm down American. Its a European startup


@avedarave_ no, printer things


Aping china growth equity index


How does Moo Deng accrue value?


I am old fashioned and just need to work but we are entering a phase where its very expensive to be employed Also known as bull market


@olijharris


@therealchaseeb @solana Why is @gabrielhaines in your room


I did five Andrew Ng certs to become $AI KOL


@QwQiao Harris supports DLT


@JimmyRagosa If its on farcaster its true dot eth


Lesson from Bittensor: Positioning(mandatory) is much more important than product (optional)


Feel bad for SOL maxis who have to be nice to ETH and ETH maxis who have to be nice to SOL In bula I get to speak my mind about both and in bera about neither


Solana will reach half of ETH's CURRENT market cap ( and ETH's market cap will double ) There I fixed @vaneck_us's prediction


@NitanshuL cracker


OpenAI competitors are nothing without @OpenAI s people


If Einstein had discovered photo electric effect in Asia, Bohr and Fermi would have thought its a scam If you are a founder with gud funding spend time making connections in the highest IQ parts of Burgerland bls


@ElangovanKamesh Genius


@divine_economy Which token we shorting now?


Zaki is the most useful @cosmos appchain


Can you run LLAMA 3.2 1b parameter model on a raspberry pi?


@BasedBeffJezos Its not AGI it it cant run @OpenAI without its people


Is one Ayahuasca trip enough to retire?


Was so productive before flying to Token2049, and now I am homeress


@aeyakovenko Maxis are of tokens, not chains


As an L1, going by users, wallets, apps and transactions, @0xPolygon PoS chain is 70-80% undervalued


I am concerned about what all this social media pressure means for Moo Deng's mental health


Would Open source AI require open source data?


Kamala Harris supports "BLOCKCHAIN"


@aeyakovenko @TrustlessState She doesn't even say the word crypto. Her blockchain is probably Hyperledger Fabric


@mdudas Kamala alignment


Users


Bankless is bullish on Kamala Harris  Congratulations President Trump


I am leaving @OpenAI


@vaneck_us For you? OPOS


If Mira Murati launches a token, I am selling my house to buy some


What if Moo Deng was the AGI all along


Kamala Harris has said blockchain and digital assets but refuses to say crypto If you still support Harris, you have already sold


If OpenAI turns out to be Enron or Theranos... ...ChatGPT users will get a very nice airdrop


Caffeine is a scam


Same energy


ETH spot ETFs are catching a bid Pay attention


There's an ELON in mELONi


@toghrulmaharram 5 days


@mraltantutar @ac_crypto @exolabs From financial inclusion to GPU inclusion


@prashant_xyz Many widows machines have NVIDIA GPUs tho


Have fun staying GPU poor


This is what chain of thought is for


New KOL types in the KOL pantheon: Van Eck: Institutional KOL Chris B: Venture KOL Jon C: Research KOL Tarun: Math KOL Moo Deng: Hippo KOL


@0xBalloonLover You mean token failed


Something, hill, die, something


@pyvitor true


Top talent is tough. You can't retain them with money and you can't retain them without it


@mraltantutar Then its a sovereign rollup


@ShubhamTotu Stopped drinking after getting liquidated in August


decentralised nasdaq is a maximally retarded meme when taken literally but if projects dont need to be so tied to cexes for token liquidity and MM, that'd be liberating for the industry


I don't know who needs to know this but I also have not received any grant from Solano. Paid for the food also


@zhivkoto I am in series A also


@billmaher Big proof of stake is behind this


@optimizoor Its not that. I had my doubts about SOL before Breakpoint but its really distribution/community everyone needs ro compete on


team gmove has exceeded all my expectations since their seed round


Your age is 10 x the number of days it takes you to recover from attending a one week crypto conference abroad


Inclusive teams create inclusive communities


@jerallaire I wanna gooo to Bhutan


YCombinator is the gib advisory allo of tradtech


@mraltantutar @nufflelabs - memelord


@ayyyeandy Dw. There will be 1 million rollups, each with an FDV of 1 million


Invest in founders who are too technical for crypto


Compared to the rizzy, buzzy class of crypto Bahamas, none of the top SOL ecosystem founders I met last week are particularly salesy or have a halo behind their heads. I think the platform model SOL has somehow cracked is creating distribution for gritty, shippy types...


The real question is... which layer 1 blockchain will Vitalik endorse next


Apes have lost billions in the next bitcoin trade and the next ethereum trade so they are doing the next solana trade now


So if you commit to voting for Harris, they give you a green card?


Losing 80% in illiquid hurts less than losing 20% in liquid


@DabbaNetwork This looks cool. Will chase for bags


@fede_intern @bobbinth Whats the benefit of custom ISA over a standard like risc-v


To win globally you need local talent


@aeyakovenko Have you tried moving voice traffic onchain to fill the TPS?


@lmrankhan If crypto prices keep going up, we will all have a chance to pivot to AI


idk man. Warren and I will just sit it out in cash


@jdorman81 @KyleSamani @RyanWatkins_ Celestia and Avail will be L1s


UNLOCK ALL THE COINS


MIT has always been a CIA recruiting ground


Caffeine rehab. Terrible drug


Liquidity still thin


Euphoria already?


@rushimanche


@0xBalloonLover Revenue? Is this Web2 or what


Doing is so much harder than teaching


@Haylesdefi Few


@0fcounsel @macbrennan_cc @yilongl_megaeth theres space for both. keep inventing


@ashwathbk Paraswap nearly died and Starknet injured itself


@ayyyeandy Modular solana is


Inclusive communities have a huge edge and this isn't DEI nonsense. If everyone only hangs w their own kind, there's not a lot of innovation they gonna get done rlly


@macbrennan_cc @yilongl_megaeth Thats exactly why


@Mr_Burns_Sol don't half ass either


@hstyagi For now yes. Luck/Printer was enough in 2021


Two decisions matter a lot in life - who you marry - whether you launch a token Before you make the decision, you choose After that your spouse/token will choose for you


@macbrennan_cc @yilongl_megaeth Thats a completely different topic...


@macbrennan_cc Lets see. Consensus means probabilistic queueing delays... @yilongl_megaeth is your guy


@macbrennan_cc not if they deliver on the consistent low latency bit


@odin_free hence founder mode


@Ape848 @armaniferrante Armani is right. Serum changed Solana's destiny because it was OPOS. When recognising builders, the ETH social layer needs to be more meritocratic and less "alignment" oriented and competition from other chains is good for that


@michaelhanono Read @laurashin s book. V, Joe and Gav pulled an absolute miracle inspite of an army of net negative cofounders


@armaniferrante No it means Solana cracked the code. Sol community does a lot of the heavy lifting of the buzz and distribution work for deep tech autists in the ecosystem Its not about tweeting. Its about brand recall ultimately. Many paths to god


@michaelhanono You do you . I was around for DevCon 1 but Vitalik was the editor of Bitcoin magazine before I had even heard of blockchain


@armaniferrante Then we shall disagree . There are 69420 firedancer tweets from SOL founders, community leaders and official accounts during the many years before it was a thing, let alone media articles, videos and such


Community is another word for distribution. If no one vibes with, supports, hypes, invests in or helps build your thing, you are on your own as a builder and its all an exponentially harder journey than it needs to be


@thulynnn @SolanaConf @ETHGlobal 80% of ETH price is owed to @TheRealKartik corporation


@armaniferrante Nah, Toly, Mert et al do it for Kevin


The main crypto lesson from @SolanaConf is the same lesson as @ETHGlobal . In crypto, community is the only thing more important than product. An average product in an epic community will be much more successful than a great product in a meh community


@armaniferrante Bruh you been at it for as long as I remember you. Don't give them excuses


@zengjiajun_eth @sandyzkp no.. "it"


@sandyzkp Launch it Sandy


I dont understand founders who "cant spend time on social media or marketing" because "they are busy building" Bruh if Vitalik, Anatoly, Sreeram and Nick can be reply guys you better be building cold nuclear fusion


@IntrinsicDeFi Visa is a Layer 3


crypto marketing career hack: work for founders who are either (a) good at marketing or (b) know they are bad at it and will let you work Option (c) = scapegoat CMO


China printer means altszn Burgers make rather boring apes in comparison


You can scale any blockchain by removing the blockchain altogether


One of the founders I backed did Ayahuasca in Brazil, came back and immediately launched a token


@semicondurian This only works if there's demand for what you do


@0xRainyReece @0xPolygon Will Hawk Tuah girl speak?


@IAmNickDodson If we remove the blockchain altogether, we can run programs even faster


@rajgokal Amen


I will sell ETH at 0.15 ETHBTC


Celestia "secured" $100m by selling $TIA from the treasury at the the cycle bottom Ethereum "secured" $99m by selling $ETH from the treasury at the the cycle bottom Dissolve all Swiss crypto foundations


@punk9059 @robertjfclarke My friend is @udiWertheimer


Note to self: Very important to get Chris/Placeholder in your series C or D funding round. No KOL round needed if ser has serious value at risk


No Ayahuasca allowed in Dubai or Singapore ... only tokens


The funny thing about all this that is some of the most interesting modular bits are happening on the manlet chain rn ( no I dont have advisory allo from Anatoly )


If SUI can reach 16b with zero vibes, seed round investors in @movementlabsxyz should be chillin' in St Tropez


$ETH is money If you disagree, gtfo


UNLOCK ON SEP 30 CZ  $EIGEN


Lens is on @AvailProject fyi Avail is for users...


Ethereum breakpoint was very successful


You can't really win by not competing at all


Competition is good. It focuses the mind Solana is making Ethereum better Symbiotic is making Eigenlayer better ... ... ... If you dont have a good competitor for what you do, maybe create one


@FigoETH There are many others incl defi, lens apps and a bunch of depin stuff. Its a crazy situation where we just refuse to hype the apps innovation going on in eth... thats all wall street needs to know rn


ETH in the green YTD Someone call Zug and make sure no one at @ethereum sells


Marc Zeller might be the best crypto CEO of 2024


@ethcarry @krugermacro You flipped cause and effect there


idk man, its not a DA if it doesn't do DAS


Is Moo Deng up for adoption?


@TheTakenUser @DeFi_Dad @Cooopahtroopa high vis = KOL round


@hasufl @TusharJain_ Or at least tie tokens to specific scope and/or outcomes. Otherwise its just a KOL round for passive social proof with mucho adverse selection


@valardragon Yeah, you are technical layer, not social layer


My quant @_khanhamzah promised me $200 SOL this week and now I am homeress


When crypto projects pitch revenue


Beware of coins that suddenly start doing well around unlocks...


Hawk Tuah summit


Moo Deng is centralised


@TheTakenUser @DeFi_Dad @Cooopahtroopa Thats just KOL stuff


@DeFi_Dad Same. Sweat investing is fine. Alignment certification/rent seeking less so


We are entering a time when price will completely disconnect from tech and metrics Also known as bull market


@DavidTiczon I followed all 3 SUI devs


@ItsAlwaysZonny Cancelled the docusign


The SUI breakpoint conference seems to have gone really well


@IyerRHariharan bullmarket things


@krugermacro The difference is that SOL maxis are comparing upwards whereas ETH maxis are comparing downwards. ETH maxis comparing w bitcoin worked rather well.


@0xDinoEggs Its not the only product


If this market keeps going up, someone might accidentally launch Berachain


@IntrinsicDeFi There just aren't enough skilled or connected people and pre series A should keep non engineering costs as low as possible


@shan3v We got it from there


1 ETH > 1 GOLD


Hopefully me turning bullish on SOL isnt the top


@apriori0x Yeah research orientation is good but the north star is always users and usage


@ayyyeandy Not really. People are aping next solanas with zero devs or users as we speak


@ayyyeandy Toly hasnt given me advisory allo but disagree with overly - study modular solana


If you are launching a token, you must speak at or attend @token2049. It's the most important money crypto industry event in Asia and if you can't handle this whole other side of crypto, you should pivot to AI


@zhusu Can you pls sweep punks floor again?


@SmokeyTheBera As an advisor to some projects, no one can be more bearish than me on advisories that aren't hands on consulting work/sweat


@YoannTurpin1 Good advisors do actual work. Thats not a rent. Its sweat. No it wasn't a subtweet. Alignment certification has been around since '18-19 at least


@akshaybd For endorsement and certification. The tribe thinks you're not as approved/endorsed by the leaders and your number suffers


@akshaybd It's a social layer tax where people get paid for their position or past success rather than future contribution. The best founders dont want to pay this rent and go elsewhere


You can short any ecosystem with a culture of advisories - Cosmos went first, Polkadot and eth followed. Now waiting for Solana


Its not that there aren't a ton of app builders in ethereum. There's just this undercurrent of some strange intellectual elitism rooted in research orientation that we can do without and make it all much more inclusive for the noobs who just want to use the stuff


@0xJim another one is @jdkanani


@MikeIppolito_ @ecent18


@MikeIppolito_ Israel is also making raspberry pi and dappnode?


Everyone in Solana wants to build an app as close to the end user as possible Everyone in ethereum wants to become a layer as far away from the end user as possible If this avoid the users and make a layer mindset doesn't change, eth will be kinda fkd ngl


@luigidemeo Just reconcile the sheets


When Anatoly says single global state machine synchronised at the speed of light, I cant help but think of google sheets


@jackzampolin They do. Excel has solved the trilemma


I am afraid tradfi doesnt really need your blockchain. It has better databases. Tradfi does want your pumpy token. Dont hang your hopes on tradfi


Single coin men have a huge edge over dads. They can self promote, speak, chase deal flow and party at all the conferences without missing out on the one thing we think of before we die


If you don't have a very operational marketer on your own crypto startup to track spend and metrics and hold agencies accountable, you will get exactly $0 of value from even the best of marketing agencies. Everyone has 69 staff for 420 clients


@IntrinsicDeFi @MikeIppolito_ @0xBalloonLover SEC approved blockchain is a meme of debatable quality. Lets see


All the America crypto people went to Singapore and said... we'd rather have guns, drugs and gensler


@MikeIppolito_ Welcome to the next SOL trade


@MikeIppolito_ @0xBalloonLover I am afraid settlement is not real. Whoever has apps also has settlement. Innovate or die


Satashi would have committed seppuku after attending Token2049


@josefabregab @QwQiao @inversebrah


@monad_xyz airdrop


Mood today


What if we layer all the layer 1s in layers


@hotpot_dao @megaeth_labs That one is an official document


Bankers  Crypto Bros Stripper Alignment


Moo Deng is AGI


Solano endorsing bing chain


@FabianoSolana @sanctumso @JupiterExchange so my assessment: mostly 1-10 maturity, not a lot of 0-1 surprise was correct


@gajesh @sandyzkp I'd not call your place in Bahamas scrappy


@karansirdesai I dont make the rules


Bitcoin is going to have a really hard time competing with AI for power The merge is not priced into ETHBTC


@sandyzkp Product first, splurge after


"Its more important to be around smart people than to be smart yourself" ( network state conf ) Omw to SF, brb


Meritocracy ™


He said it


@0xMert_ London is in the wrong spot - should be after NYC - it has a shit ton of talent - even pump dot fun came from London


Getting our sheth together part 1


idk, the competition among network states is for culture and vibes, not value accrual. america wins because people wanna live there... make your network state such that people wanna come live and work there


@0xsachi Dubai is Singapore for South Asians


@j6sp5r I think @balajis and @calilyliu


@AvailProject @prabalbanerjee


@0xsmac @ethereum and product manager


If I were @ethereum foundation I'd show a lot of public love and recognition to my most successful/innovative app builders across defi, gaming, depin and payments - and in a credibly neutral way, without any alignments or old friendships getting in the way etc


I will go out on a limb and tweet this. Manlets execution on product, engineering, devrel and community over the last year is stunning - its not at the same level as other L1s or L2s. Its not even in the same building


Successful token v Public goods funding


No one can compete with inspired zoomers


@MaxResnick1 Trust the sequencer bro


@MaxResnick1 Inputs come from users, outputs from protocol


@MaxResnick1 This is false. decentralisation of financial decision making is at the app level, not at the infra level


decentralised nasdaq is a stone cold brain ded maximally retarded meme therein lies its power no manlet has heard of central clearing or securities lending obv


@GwartyGwart @MaxResnick1 Its not upto resnick. its upto the users


ETH is only money if people use it to pay for something


defi, casino, payments, gaming and machine to machine txns and DePin focus is critical. Otherwise we ganna have one trillion TPS and infinite blockspace for one million users manlets seem to get this very clearly and in eth world - Polygon, Arbitrum and Base do too


The main difference between web2 and web3 is that there's demand for web2


Current roadmap priorities: 1. Researchers 2. Devs 3. Noobs … in that order ===== What the priorities ought to be: 1. Noobs 2. Devs 3. Researchers


Breakpoint main event was epic but the Ansem community extracurriculars seem to have continued on from T2049


Everyone needs a baby hippo in their life


mood today


@0xMert_ Endless noise


@nickwh8te GIFT


Dissolve all the Swiss crypto foundations


@laine_sa_ Dissolve all Swiss crypto foundations


@SolanaFloor Change that logo tho


@aeyakovenko ... logfile


Fastest, cheapest layer 2 on ethereum


@afscott @DanPaul000 Just saved $5k


Over to @EFDevcon in November


@theusmansal @farhajmayan @solana @formacity Thats my quant


upgradeable multisigs:ethereum::closed source:solana


"Don't die" is not quite consistent with conference travel


@sandyzkp Parallelise


Why on the lord's earth is this on Solana?


@QwQiao Are you aware that its legal to praise sol without criticising eth?


In a world where everyone shills years before they build, @initiaFDN is a great relief


You will never be able to think of "airdrop" without the Su Zhu video replaying in your mind


"We said this is a tech conference so we will only present/talk about product. even solana labs didn't get the on main stage - Jamba did" - @akshaybd


@shimon_newman @Rabby_io Yes


Two phones... very effective salesman


More than a few VC frens in town have gone from the search for "next ethereum" onto the search for the "next solana" nature of the biz


Solana deserves a lot of credit for turning limitations like "per epoch dirty account only merkelization" into features or working around them. This is good old fashioned silicon valley product building ... its not pure but its engineering


Lots of mobile at @SolanaConf I been sayin' for over a year now that the main bull case for manlet chain is mobile


@shimon_newman Me neither with @Rabby_io Bridging UX will get abstracted by erc7683


@_weidai "better" on some dimension(s) relevant to users


Stepn ran so that moonwalk can walk?


"TON has more reach in the developing world whereas Solana is mainly first world" - Depin founder at Breakpoint


@joonian @DoveyWan @ETHKL1 Shes right


@cryptunez Who sold?


@solana @aeyakovenko @brianlong Basically tendermint?


@aeyakovenko I missed selfie w ya yday am. My KOL price is down by half since


@Hirizzy @SolanaConf devcon or ethcc ya


I think if you want to ship something thats never been shipped before you can only do that in the US. If you want to ship what's already been shipped, go to Asia or Europe


"Russian money parked in Dubai is the east, Russian money parked in London is the west" - Joanna Zeng of Soon


Anatoly's rollups are extensions, Vitalik's rollups are parasitic?


@NftPerks No its all just normal product building in tech


After my bullish tweets, statutory solana dirty laundry: - not many ideas havent seen before - lots of closed source - fast iterations mean tech debt - firedancer is not live ( inspite of Mert's CAPS ) - can't concede that eth's rollup centric roadmap was correct so mucho spin


The culture is product culture


OH:"Blockchains are distributed databases for market makers to do market making"


If I was 21, after witnessing Token2049 and the surrounding proceedings, I'd pivot to AI Thankfully there was @SolanaConf right after to show hope in engineering and apps


AI is misunderstood. @jdkanani of Morpheus told me that the best videos are generated by skilled screenplay writers We will see this pattern repeat. If you know what you are doing, AI can do it better. If you dont know what you are doing, AI will do something with side effects


AI will not kill anyone but the new nuclear reactors required to run those GPUs might


Contrary to the trillion tps narrative building by manlet core, this firedancer thing still hasn't shipped mainnet. Can someone call Kanav back? The eth equivalent would be announcing a zk rollup but without proofs


Hello @vaneck_us intern


The romanticism around the word "cypherpunk" is misplaced. OG cypherpunks aren't the knight in shining armor romantic heroes of cinderella. Some are political dissidents but then others may have been outright criminals in your own judgment or the law of your land - like Ross


@WClementeIII ... or buy puts


@ecent18 True. OGs were libertarians and fringe. Nothing romantic about that. 2024 is the most "civilisation" crypto has ever seen


Su Zhu video going around is cringe for our times but for OG bitcoiners this would have been a normal day in the fringe office That's why it doesn't matter what the "OGs" think. The OGs lived in their times, you live and build in yours


I see a crypto use case


One day maybe we can spell crypto without cringe


When @ethereumJoseph returns to CT


@ethereumJoseph We are so bacc!


Long term thinking is essentially your bags refusing to go up in bula


If Kamala wins, sell in May and pivot to AI


Polygon's Aggregation summit should be an aggregation of all other crypto summits so that people can go to just one conf instead of traveling to 69420 shindigs


Hope Stani convinced Vitalik to stop selling and start using eth to borrow stables instead


Its not over till there's an eigen summit, gmonad summit, bera summit, mega summit, gmove summit and wtf werre we thinking summit


Differentiation is only valuable when relevant to a customer/user


Solana Foundation basically just out-executed everyone else during the last 24 months or so


We are going from lower chop to higher chop


1 eth > 1 gold


Forget encrypted mempools. Having an encrypted block explorer like @solscanofficial is a killer app


@shimon_newman Been a not so secret sympathiser for a while


In the end the ETHBTC chart is just Saylor doing cocaine for two years


@0xJarod @0xanmol @Hadronfc @nickwh8te @ShubhamTotu cereal


@solarpunkmaxi Bullish yes. Even if its for edge financing


@solarpunkmaxi All sorts of stuff... wifi, energy, mobile networks, ai compute...


@thulynnn A few I think ... dont recall


If you want just three takeaway from Breakpoint... what I saw today was - Modular Solana is inevitable - DeFi summer continues on solana - Depin is the next big bet


Bitcoin is centralised In Michael Saylor...


When you meet your longtime CT frens IRL


@EFDevcon @SolanaConf @akshaybd


Singapore is kinda compressed Dubai with some trees thrown around


OH at Breakpoint: "The angel 'game' is over for this cycle bro"


The meat of the shipping news from Breakpoint today is that the modular thesis continues to be validated tho Solana has its own twist and tradeoffs on it because of the way it handles merkelization ( or doesn't ) firedancer/franken is a sideshow


So denoising the PR, Jump missed another firedancer mainnet date innit... its testnet and franken is kinda marketing thingy


@nickmartitsch @deepatalwar1 @JSONLEE3 @howdymerry @NTBro @n_wallyy @davidengel79 Who is woodchuck, who is venture apologist and who is frankie?


@akshaybd @SolanaConf clearly


execution premium


@thulynnn party...


People underestimate the heads down detailed operational grind that it takes to deliver creativity and fun in production


@hotpot_dao mega... bullish


@mdudas @SolanaConf @akshaybd No shit... legends are being born here as we watch


Conference of the year hands down @SolanaConf ... builders, creators, fun, vibes, production, design, food, venue... just perfect Epic work by team @akshaybd as always


This guy @zmanian is involved in all cosmos appchains including Solana


@reflexical Lots of maturity - infra, devtools, social layer... and scale


Last breakpoint, people were surprised to see how much was being built on Sol and how far those projects had come in terms of usability and traction. This time theres more scale and maturity but a lot less surprise ie a lot more of the expectation/news is "priced in"


Monolithic conference thesis Even modular summit is 100% aggregated


Someone who has strong opinions on how other people's world is supposed to work going forward based on how theirs has worked so far


@ItsAlwaysZonny @0xINBAE @initiaFDN dming son


Something's coming


@thulynnn Rushi and Bing can save us


Solana's secret sauce is young people just generally having fun


Gaming


@sandyzkp Gotta talk hooman to young people


@Taran_ss @cburniske The value in value add


@AntonioMJuliano No reason why future L1s wont


@0xINBAE @ItsAlwaysZonny @initiaFDN I feel a great need to meet that guy


Most properly dressed @tarunchitra in history


@FrankieIsLost Its the EIP 4844 of Solano


Gud coin spent well


Brevan Howard throws the best crypto parties and they don't even know it


@connan_james @TheWayvy she got 50 bips. legend


@TheWayvy @connan_james he's not OG. He does work


@connan_james srysly tho


Someone should trade all the ethereum OGs for product people from Solano


So much great tech is being delivered via bad products


@0xMert_ David is your best marketer. Be nice


@0xMert_ Vance Spencer is inverse Kyle Samani


deleting my shitposts for job security


If at least 20% of the total time of a group of cofounders is not spent on marketing ( incl bd ), they should be in the technology industry, not in the crypto industry


crypto industry is brilliant at solving problems no one will ever have


Phil Knight wrote book, Nike went down Bob Iger wrote book, Disney went down Vitalik movie... number down Never do this book/movie shit Just ship and shill


Don't ever fade @cburniske Ser got Vitalik to endorse Solana at $8 and Jerome Powell to cut 50 bips right before Celestia unlocks


Last coin bula then we all pivot to AI


In an industry where marketing is more than half of the work, ultimately a founder has to do marketing Even Vitalik


@mo_baioumy @exolabs 6.9 is a sacred and auspicious number in crypto


ETH is better off without OGs


As an OG ( apparently ), I really don't give a fk what the OGs think. All I care about is where the young people are going because that's where the internet is gonna go


If ETH is not money, I want all of @peter_szilagyi s eth


@0xrooter @weremeow Wait


@iamDCinvestor Do you want to be popular or do you want to be rich?


Polygon's aggLayer is an exponentially bigger idea than @0xPolygon s zkevm or CDK


@sandyzkp Alignment is the end of product


@AntonioMJuliano Ser you literally built your own L1


@ramahluwalia FAFO


@Hadronfc @nickwh8te @CelestiaOrg @0xPolygon build whatever


You can predict the long term price of a token by observing how intentional and purposeful the founders act during a crypto conference


@Hadronfc @nickwh8te @CelestiaOrg @0xPolygon Couldn't have found a better FAFO coach than Mr modularity


crypto's achiles heel is funding solutions to very long horizon problems using very short horizon incentives


gmonad


Price of spot Gold is the best consensus predictor of a US recession


JPoW cut rates so that Eigen can unlock


Making a formula one track in the center of a bustling city is a failure of human imagination


@ayyyeandy @sreeramkannan Is that A(I)ndy?


@iamDCinvestor Few


@QwQiao Its so consensus that it gigabullish


@zjasper666 @eigenlayer @hyperbolic_labs @OpenledgerHQ @megaeth_labs @sentient_agi e/acc


The decentralised AI ecosystem building on @eigenlayer's verifiable cloud on ethereum using @hyperbolic_labs @OpenledgerHQ @megaeth_labs @sentient_agi is not priced in


It has begun


@garvitgoel03 They will disagree or I will disagree with them


@ecent18 @gajesh


Disagreement between speakers will be enforced by moderator


@FilamentFinance 100x min from here


@vyas_krishnan wen you move from labs to foundation...


@clairekart Runway depends on token


@clairekart To each their own


@clairekart You're really underestimating these budgets


@hotpot_dao @tarunchitra Tarun bhai's missing SLA on latency


@hstyagi Cope harder prof


Why profs are pivoting to professor coins


Mood today


FAFO tonight


@pythianism @0xMert_


@hotpot_dao @megaeth_labs Many trailin' zeroes where ya goin'


Hard Rock at the Mega Church of ethereum


@gajesh Especially @ethereumJoseph - need him back on CT


@0xMert_ Congratulations.


@ayyyeandy I wanna host or cohost this


There's zero risk in betting big on @RiscZero


Fwiw @justinsuntron and I are bullish on @VitalikButerin s singing with a combined $50bn of capital. Last time V danced onstage, number went up 30x or smth


@LoganJastremski @pythianism @jon_charb @Blockworks_ I think theres a substantive difference because of the diff in how EVM and SVM manage state - need a tech manlet to explain this to me


@LoganJastremski @pythianism I have been told that Solana "network extensions" will 'stay true' to the single global state machine vision unlike eth "L2s". Lets see. Need @jon_charb or @Blockworks_ to KOL this distinction to me in the form of 'research' asap


As a bumbling idiot who's made policy errors first by printing too much for too long and then by keeping rates too high for too long, Powell is the worst president of the Fed since Greenspan. He's literally the anti Volcker ... but he's our (crypto's) guy.


Not buying the 50 bips pump. If this is 2020, we are so bacc. If this is 2008, its over


@0x94305 not like that. their sentences are measured in centuries


You can establish dominance by making people come to your side event instead of going to theirs


Why are you, a grown man or woman, looking for technology at a conference called "token"?


"Thought leaders summit" is KOL awards ceremony for people who can't finish their sentences


The main difference between Token2049 Dubai and Token2049 Singapore is the ethnicity of unexpectedly attractive people at the booths


Israel could have exploded Do Kwon's ledger while he was smuggling it inside his body


If you want your kids to be superachievers and be sued by the Feds early in life, send them to work in crypto, not science or math


@Melt_Dem You have too much influence over Policy


@SCBuergel I'm here for Breakpoint


JPoW saw the Berachain party and cut rates hard so that crypto parties can be funded with tokens instead of LP cash


50 bips panic cut by the fed is like ethereum foundation treasury panic selling at 2500 after feeling uber bullish at 3800


@jacqmelinek Often, there's no business


I am at a @solana founders VIP dinner The mission has exceeded all expectations


@neymarind2003 @SolanaConf its trading like the new ethereum


Well @SolanaConf is clearly the main event


OH at a VC event in Singapore:"My main objective at Token is to find more Tokens"


Use case at the intersection of AI and crypto: AGI humanoid robots to attend crypto conferences on behalf of founders


Dubai:Hot::Singapore:Humid


@mdudas Economy that bad?


Restaked breathing incoming soon


@ashwinho4 @Hadronfc Exciting!


crypto in Asia has a certain purity to it ... for example, you can get so many AI*crypto projects with zero people on the team who know anything about AI


20490 attendees at Token2049


@ramahluwalia I just want 25 bips to restore coin bula


The @ai in AI*crypto


Met @0xMert_ last night. Really impressed by his work in DePin for mobile networks


@toghrulmaharram There's AI for that


@toghrulmaharram One is half of 6000?


The man brought tradfi into crypto years before it was cool. Jose@PayPal is a legend you may never have heard of


Was fun to reminisce about Goldman Sachs culture with @_jhunsaker and @avichal - probably the biggest firm in the world with a (multi) startup culture, or at least was before dodd frank


Who will be the first crypto CEO to blame work from home for a failing token?


@Astromarmot6969 @laurashin @YalinBuyukdora @QwQiao Culture - as I said, grind and value on education. Jewish people have the same


@laurashin @YalinBuyukdora @QwQiao Before this chat veers off into HR trouble, I shall refer you back to statistics. All I am saying is that Asian americans are currently outperforming others in educational and financial metrics


The economic security of every layer of ethereum lies in its userlayer and its traderlayer


@YalinBuyukdora @laurashin @QwQiao And the best crypto podcast by some Korean American


I dont have a KOL agreement with @gavofyork but to truly not be parasitic, issuance of ethereum L2 tokens should lead to buying ETH directly as in Parachain auctions, instead of whatever meme this blobspace revenue and value accrual is


@laurashin @QwQiao Its a matter of statistics, not opinion


@0xnikhilchat @MikeIppolito_ Nothing to do with that. The core idea of parachain auctions pumping dot directly is correct. The auction model needs work


@laurashin @QwQiao Its a combo of the Asian grind and the American freedoms


@laurashin @QwQiao The future is not in Asia, its in the Asians in America


@IntrinsicDeFi 97% is streamed blocks from Eclipse SVM


Basically chart crime. Filling a DA with data is trivial if you don't care whats in the data.


@RyanWatkins_ @blockworksres @CelestiaOrg What if you adjust for eclipse streaming?


It appears the Hezbollah guys went to the world Hezbollah summit in Iran and got those pagers as free conference swag... no one says no to swag


Not your token, not your blockchain Only Polkadot has tried to solve this cosmosification problem tho its not done yet


@QuillAI_Network @Polymarket @realDonaldTrump @worldlibertyfi @Dumpster_DAO This is a very cool use of AI in crypto. 12 rug risks - next up suggest fixes using AI?


One of the use cases at the intersection of AI*crypto is to quickly detect rug risks in presidential defi


I asked a pre series A crypto team what their plan to get attention to their project was and they said their plan is to launch a testnet  You cant solve an engineering problem with more marketing ...or the other way round


@ConejoCapital @enshriningplebs @hotpot_dao @NamikMuduroglu @megaeth_labs Locked in in real time


@jasonjzhao @mo_baioumy @ilblackdragon @EMostaque @ac_crypto @_AlexanderLong @mraltantutar @fenbielding @realDanielShorr cant wait


I think the only AI people I've met in AI*crypto so far are @ilblackdragon, @EMostaque, @ac_crypto and @mo_baioumy tho there are some others like Alex S of Near that I haven't met yet


@JimmyRagosa EF needs to stop exploding ethereum


If JPoW saves the coins tomorrow I will tell my kids he's grandpa


Whats going on with Hezbolllah's decentralised pagers?


@0xMawuko Same as when I meet @tarunchitra and @zmanian


If the 50bips cut doesn't cause a dump pls all of you launch your tokens next week


When I have made it, you won't know it but there will be signs I wont be attending crypto conferences


@theempirepod @caseykcaruso @mo_baioumy @santiagoroel A must listen


@pedrouid Generational wealth!


A startup should never be so afraid of failure that its afraid to ship


Why'd anyone invest in a me too prediction market that launches after the US elections?


25 bips JPoW has no upside and all the downside from going yolo


@lex_node Decadence got a lot of attention but its 2% of the overall event schedule here


@anuragarjun gunify!


I solved the molandak puzzle at the intersection of ai and crypto


@AvailProject @LensProtocol Congratulations - this is a fantastic example of how modular blockchains like @AvailProject can deliver scale, extensibility and flexibility for web3 native applications


Bitcoiners gloat daily Altcoiners gloat once during altszn Net ROI is the same


@0xJCT no


This week in SGP, I have met a Chinese copy of @megaeth_labs and a Chinese copy of @hyperbolic_labs which is funny because both projects have US based gigabrain founders of Chinese origin


Funding !=> Hype Hype => Funding If you think raising a big round means hype you've got it backwards


@jbrukh Easily the hardest problem in DeAI. Inference has its own challenges but its easier to demonstrate something than for training


@Cameron_Dennis_ Its not. POL and Matic are split rn on gecko


$RLHF will melt faces


@torabyou gmove


Bitcoin is trying to become Ethereum instead of getting Asian women and Saudis to buy Bitcoin Ethereum is trying to become Solana Solana will try to become Sui? So many ways to destroy value in crypto


Replace panels with debates immediately


There's an AI in Jedi Welcome to the Decentralised AI summit by @OpenledgerHQ Sign up here:


So bullish on @movementlabsxyz


@0xakkii @Consensys Unretire Andrew Keys immediately


Someone's entire job at @Consensys should be pitching ETH ETF to Wall Street - like Ol' times EEA


@impranavm_ @streamingfastio @edgeandnode Show me the @lookonchain alerts or this didnt happen


Innovation has no endgame Innovation IS the endgame


Wartime Vitalik is my favorite Vitalik ethereum is so bacc


@hotpot_dao Just like ethereum - no users, no devs, no degens right? right?


At least Solana parties were hackerhouses


@jacqmelinek As @hosseeb said, Polygon BD team did


@thulynnn Blockchain


Re AI and LLMs, its a terrible joke of nature that the structure of everything is statistical and humans suck at statistics


SUI is like Solana without the users and the devs


If they fail to screen the immaculate conception of ethereum and second coming of Vitalik movie in Singapore, ETH will go up 20% Make Vitalik human again and make ethereum a technology again so that number can go up


crypto has always been over saturated. we had thousands of colored coins in 2014. just need Jerome Powell to send more of the sound money coin USD


Anyone who publicly represents themselves as a crypto KOL in an IRL event belongs in the mob museum


@ylecun @karpathy


Its crazy how much human time and talent has been wasted on account abstraction and chain abstraction Bruh have we considered working on APP-TRACTION instead?


intents are just another name for limit orders and solvers are just another name for markets makers


Just mute the bears Why suffer in advance if they are right? Most of the time they are wrong anyway


Ana De Armas > Sidney Sweeney


The funding round people raise in order to throw epic parties at conferences should be called series P, not series B or C


@AkshitBordia @HashedEM @CumberlandSays @SaisonCapital @gate_io @DWFVentures @CoinSwitch @wagmi_vc Congratulations


For three years now, @LogX_trade have executed brilliantly on all fronts - grit, learning, product, engineering, UX, cross chain growth, managing their treasury, liquidity, hiring - and the market is starting to assign that thing called exection premium to this team. Godspeed


India leads in crypto adoption because there are no major crypto conferences in India Same for Russia


Best thing about founder mode is that most people commenting on it haven't read the original article and commentary by Graham and Chesky


It seems the optimal bio clock strategy for Dubai residents in SGP this week is to stick to the Dubai time zone


I think CZ is the most founder mode founder I ever met. His second innings from Sep 29th onwards will be worth following along


Shogun has 18 emmy's Its worth each one of those


@RiscZero


The romantic 80s were glorious - Sagan and Capra thought our consciousness had a quantum structure. Forty years later, its more than a bit annoying to realise that all we do all our lives is essentially matrix multiplication


Taylor Swift tried to assasinate Trump Dont mess with Taylor Swift


@GwartyGwart @ercwl To Iggy?


@gajeshnaik ETH maxis provided attention capital


@DoveyWan @rushimanche @intern Thats our quant


Parenting is just applying RLHF to a human


Bitcoin maxis hate alts ... till alts go up


Catastrophic forgetting during fine tuning is so much like human intelligence lol. When you get very good at math, you get bad at a bunch of things


@JimmyRagosa I got eth too man. ETH will go up hard in bula


Monad is what you get when you simplify ethereum where its too complicated ( Consensus ) and add complexity where its too simple ( parallelism and async execution )


AI model training is not that different from building a startup. As you hire too many, team performance degrades quite quickly because people spend the time communicating rather than doing


Inside me there are both wolves


@StaniKulechov Founder mode is about decision making and not letting hired hands run a biz into the ground. The buck stops with the founders because they are the owners of the biz. You do this rather well already


Who ganna make the most partnership announcements in Singapore this week?


This election is Taylor Swift v @elonmusk


@gregosuri Thats why


I want to live in a world where founders sit back and ship and hire chief conference officers to do the paneling and keynoting - like eloquent high IQ versions of models at a car show. This would cut the shipping time of all my gud bags by 6-12mo and improve code quality by 69%


@rushimanche If its not on twitter it didnt happen


@TivoZK Certainly more efficient to meet at a side event


@dbc___ Yes. Meet and vibe w locals fosho


Preconf refers to side events before a conference starts


@cobie @inversebrah Facts


Degods is pivoting to memecoins


Altszn always comes from China China macro needs repair


@aeyakovenko @colludingnode Ya see permissionless is radical


I am glad @shubhrat forced me to buy Solano at $20 last year I have learnt a lot from both tech and non tech manlets since


@aeyakovenko @colludingnode Man is sayin that without cypherphunk sauce you can just use MQ series


@_omgnicklachey I pivoted to operatoor


@owocki @sreeramkannan How to measure returns on Bankless Malayalam and Maigayar grants is the qn


@YoannTurpin1 His Majesty's subject ser


@MikeIppolito_ Lets do this


@ecent18 I prefer not to say


Singapore is for vibing or closing For everything else there's a telegram chat


@Noah_Saav vibin or closin, nothing in between


@sreeramkannan @owocki Does the book mention generating any returns on donations and grants? There's a capitalism in capital


Singapore survival guide: Do not grab a coffee for what can be done on a telegram chat.


@kemonokaki @scatter_art @0xPolygon @OekakiConnect We are so bacc


Bitcoin wins every bear market Bula hasnt even started lol


I am sorry guys. I just can't support a guy who hates Taylor Swift. Money isn't everything and I can retire in the rural Himalayas ( tho not in Dubai ) if Harris shuts coins down


Often its not the narrative thats the issue but the evidence for the narrative Bitcoiners do this best - promptly replaced the "inflation hedge" narrative with "digital gold" as soon as people found out that "inflation hedge" wasnt


@0xMert_ @dj652 Agreed. A bull case for eth is not bear case for sol fwiw.


A bull case for eth is not a bear case for Sol. In fact if either invents smth useful its good for the other I like and hold both coins Why is this so hard?


@dj652 @0xMert_ I didnt say anything critical about Solana. Both can innovate and do well. This is zero sum mindset


@0xMert_ @dj652 Name some bls. dont say pump dot fun


@dj652 @0xMert_ Yet to see other chains come up with things that arent invented on eth. Last one was serum


@intangiblecoins Grayscale ETHE becomes empty


@0xMert_ other ecosystems can focus on their own positives


@gluk64 @0xMert_ this thing by @sreeramkannan and @viswanathpramod din get properly funded in 2020. now might be the time


The merge is not priced in


@0x_b1 ultrasound money was a mistake. demand focus >>> supply focus


The bull case for ethereum is innovation innovation --> apps --> users --> demand no other bull case is required there's an insane amount of innovation on ethereum why is no one talking about this?


I think I might have finally understood @ilblackdragon s transformer paper... might


Just need eth to reach 3k soon too


@hotpot_dao gib luma


Kamala Harris' most crypto friendly move so far has been claiming that she has worked at McDonalds


@OfficialESC We hab tether kinda


If a crypto founder has risen above the crypto industry morally, intellectually or spiritually it means they have made enough and its over for their coin... No hunger no game baby


Told you in March


As a crypto investor you've be mentally ready to hold for one entire cycle otherwise you will be posting desperate KOL quality shills here before every unlock with  emojis etc ... and look for founders who have at least a five year staying power ie avoid secondary sellers


Has anyone tried to get OpenAI o1 to launch a professor coin? What happened?


@megaeth_labs @ark_stream @EVGHQ gib luma


@davidwithbull Modularity


@0xMert_ What is weekends


@nbrsr Those are from 2020 lol


STANFORD IN BIO


Clearly he had no personal use for any


@noah_pravecek Yes. There have been good experiments eg send cash to token stakers eg who are essentially doing technical work. Matter of much debate. Elect trump


Cashflows and crypto wont go together without regulatory change/accomodations in securities laws


@gajeshnaik ... otherwise?


@gajeshnaik Gaj cap going to too many confs


Bullmarket things


@Loopifyyy This must be VC ie LP money


@solarpunkmaxi Yes. Two more hacks needed - skip dinner - phone not in bedroom


+ Chelated magnesium - Coffee Thank me later


@cburniske @CelestiaOrg Both @AvailProject and Celestia ecosystems will be among top 5 blockchain/L1 ecosystems


@NareshKx @TheReliableJobs indeed


Why cant JPoW do a 37.5 bips cut


Thats not a somali pirate. That's Ansem from Brooklyn


I don't know who needs to know this but TVL is not a benchmark for AI models


@AzFlin How many perp dexes can we fund


Thousands of single server L2s and L3s will be instantly decentralised when Trump wins. You are not ready


@GwartyGwart If Trump wins, Base is sufficiently decentralised


No one has won a war with miladies... because miladies don't need to win for the other side to lose


@AzFlin most defi degens want but are unable to get vc funding because of last cycle defi accidents


Satashi died for tradfi and saylor to own and pump all the bitcoin but we will never hear our crypto critic fren @GwartyGwart say that