Need @VitalikButerin ser to come back from Farcaster


@0xsachi The only necessary quality in web3 Hiring a horoscope scientist, brb


Why is Dubai suddenly so expensive today?


@solarpunkmaxi Its in consumer


@hotpot_dao Is that the ticker? Will there be some AI in it?


All my homies who made millions by running perp dexes strongly feel that now we need to focus on real world use cases


Today feels like its ok if Eigenlayer and Monad take one more month to launch


Its wild that  entire value proposition is Solano beta


Why does the market always dump after a memecoin mania? This secret has been sung in the scriptures


If I were the CEO of ethereum I'd poach @armaniferrante and @akshaybd first


Metamask on mobile team is one of the most unsung contributors to Solana's success


Need a new iphone but all my coins are down bad. Should I run a presale?


@ChiefOfTelos @z_prize


$OSMO is AI


How It Started How Its Going


@zachxbt Which one is Kevin Rose


Its over for bittensor


I sold some eth for btc last night This morning Sassal came to my house and shot my dog


Fidelity ETF legal guys be like, fk this we yolo - how about we also add LRTs to that ETH ETF application


@nosleepjon Airdrop pipeline needs modular expansion


I am fine with this dump. ETH might be down 14% but at least Solona also went down now


New era philosophy is the most reliable top signal since dot com


@0xSmit 50% is standard for locked live new tokens


Tendermint inflation at work


If starknet is ethereum's answer to Solana, then ethereum needs to take the test again


@0xkydo Hire all 600 after mainnet


@tier10k what about restaking?


@matthew_sigel Wat you gonna do w testicles if you miss $BALLZ


@blockgraze Airdrop pipeline needs modular expansion


no one: founder of every perp dex: we need utility, not speculation


@jimmyhumania Bitcoin has won but its not clear if YOUR bags have won after bula


Unfortunately, all regulation picks winners and losers bitcoin won ethereum next


Actually memecoins are just, TOKENs


This is why ppl ship DA layer


@0xSisyphus Can you tag Monad devnet please


@colludingnode Ya maybe we simplify in software for audit/maintenance and accelerate in hw instead. Too many sw optimisations turn code into goo


@0xSisyphus SLERF better tokenomics ngl


ZK needs hardware acceleration, yesterday. Justin Drake knows


@simplykashif No but I am annoyed by laptops being called L3s, multisig s being called L2s and discords being called L1s


Smartcontracts were a mistake. Pivot to BTC


Every time modular guys call Base a settlement layer, I feel like becoming a bitcoin maximalist


@GwartyGwart Have you joined Tarun's fund?


He said $EDU


@charlesdhaussy Bro you run a perps dex


Fragmentation is virginity


Wai $TIA run out of modular airdrops?


Is $BODEN protected speech?


@rleshner


No but $BALD  on Brian's L3 blockchain will hurt ETH L1 in DC


@0xMert_ gud. normally i only see manlet on @Austin_Federa violence


@0xMert_ If and wen solano has truly made it, we will see manlet on manlet violence


@cmsholdings Monad unaffected


Manlet dog nft, sold on ETHEREUM


I think rollup is the new server is a decent meme but how about we don't try to sell ever damn server as an L3?


This bula is next level. Degens have left price discovery and entered self discovery


LRT is wen you deposit $1b of eth to make $1b of new token


@GwartyGwart You are so behind the curve. The zk podcast chat is full of ace math guys with their own vm and moonmath token


Its not too late. There's still time for @PolyhedraZK to change their ticker to AI


I think all of you speculators should be ashamed of yourself. I read in Chris Dixon's fantastic book that web3 is about real world use cases enabled by tokens


@functi0nZer0 Respectfully no one does


@GwartyGwart We tried to burn a lot of eth in theDaO hack but that wasn't popular


Sort of onchain szn when you want some eth and a few ks in USDT on Polygon and all the major L2s EACH in Okex or Coinbase wallet


@udiWertheimer You did didn't you


@vinitopapasito @anuragarjun Polkadot has better consensus. Cosmos has much better interop w IBC and wallets but a multisig level consensus


@antiprosynth An obvious example is what gets called a layer 2 - even a multisig with no proofs is sufficient if there is an investment or advisory involved for the social intermediaries. This is why users and competition are good, we need to move on from the circle jerk onto product and users


@antiprosynth Yeah I think theres too much of it but we can disagree


$NEAR looks like Jensen Huang just quit his CEO job at Near


Which one of you is still living in the metaverse land plots you bought for 25k-2.5m each in 2021?


Its not over till Yuga labs pivots from NFTs and "land" sales to memecoins


Pre sales are top signal for memecoin mania, which *could* be a top signal for SOL unless a new narrative takes over ETH's memecoin mania topped with the ben.eth pre sale last year for a reason It takes enough people to lose money for everyone to wake the fk up…


Only the third time in the entire 15 year history of this industry that users are a narrative 2009: p2p electronic cash 2020: defi summer 2024:


Always give yourself a cut of your profits. While BTC and ETH are the best money in bula, only good old USD is money in bera


@0xMert_ As I said, no one has done more for your fav chain than the official podcasters of mine


I dont want to agree with mert but with that sort of thotleadership, we gonna be chainless


4844 showed its true hand so that Avail and EigenDA can do well at launch


I hope this SOL/ETH move gets ethereum layer2s and social layer to get our shit together and focus on building products for users instead of purity tests and alignment certification from insiders, loudfluenzas and podcasters


No one likes to be told I toldyaso But I toldyaso


@blockgraze Yield idk but where are the points?


@0xfoobar Is that guy one of the ConsenSys people in Puerto Rico?


@aeyakovenko Have you considered posting blobs to Avail, EigenDA and Celestia?


I bought only the purest raspberry pi coins My wife bought that impure souped up hardware coin, against my wishes Now she wants to renegotiate


Failing as a business person in the tech industry is not a good reason to pivot to crypto and launch your own token but no one should hold it against you


The FTX Bankruptcy Estate


Blast was the worst thing that happened to ethereum in the last 12mo. It undermined the credibility of l2s with just a multisig


Early stage tech is brutal. Your token will go back up next cycle also but will your product still be relevant? Staying relevant in early stage tech is exponentially harder than making money. Hardly any big names from 2014 when Vitalik started ethereum are still relevant


@MacroMate8 Eric is an idiot. There's nothing to enjoy


Can anyone post live pictures of how site reliability engineers at the Solana data center in San Diego are handling this memecoin mania?


Its midnight, I have a lot to do but my dms are telling me that "HOLY SHIT, $EGG IS ALREADY 10x"


aggregation is sovereignty without fragmentation


I think people still dont realise how productive an asset ETH is His excellency just farmed a straight $20m return in 3 days on $500m of eth on etherfi ... and yall are all hyped up about trading cats and dogs


OH:"There is an inverse correlation between a VCs ability to produce content and their ability to produce returns" I guess we all get high on our own supply


@ayyyeandy (e) @AvailProject


Bula so wild that just not traveling and attending a conference alone this week is going to be worth $25k-50k in productive work and airdrops ethDenver was expensive as hell but at least it was all founders and devs


Everyone needs an LRT in their life


@MacroMate8 @lemiscate


The inventor of shared security


@StaniKulechov Indeed. Gud team bad metric


Mass adoption of blockchains will come from loyalty points and tokenisation


ngl: Solana flippening BNB would be good for every team in ethereum or cosmos that prides itself on having an opinionated original product and lots of users


@yver__ price 69k Elon's razor


@crypto__anik @themanbearpigV2 Ya this incentive thing is not very different from bluechips in defi summer fwiw


Why would they fud ethereum like this?


@blockgraze But its not equally distributed


@crypto__anik I don't think its an agreement, just incentives on both sides


etherfi gifting $20m to HE Sun is not an airdrop but a TVL incentive Its not really a bad growth hacking deal to take $500m deposit for 3d, pop your launch val 50% to 6b +/- and gib $20m to the growth hacker Its all super retarded n circular but this is the new future of france


Since the ico era in 2017, I have rarely seen more pseudointellectual bullshit on this app than us investoor types finding deep meanings in memecoin speculation mania. The last time was when we were all spinning threads about @lootproject, kain warwick's land sale and dookey dash


@zachxbt @blknoiz06 There's no real difference here in behavior and by inference character, between the impersonator and the impersonated


ln bera product is tech In bula product is token Take your all other other techie, normie, mainstream shit seriously ... but not TOO seriously


New paradigm


@anuragarjun


@kaiynne @Sagaxyz__ just started a smol one


Very excited to back @HanaNetwork in the @eigenlayer and @babylon_chain ecosystem


Kinda funny that @elonmusk is the reason for @Jason memecoin outperforming the @DavidSacks memecoin Silicon Valley in a nutshell


@homme0x I am myself at the end of one at least every week, why shouldn't you


@0xMert_ aggregated modular blockchains solve this


@Madhav_goyal_ ... so far


Watching an organic DDOS attac unfold in real time and thinking about aggregation of modular blockchains


@hotpot_dao Inside each one of us there are the same two wolves. Market reform is needed


@devonf Outside the tokenworld, Founders have one job - to build a business around a SOLUTION to a problem they care enough about to build a business


The Arbitrum unlock seems to have unlocked everyone elses tokens also


Thing about gud shilling is, people spontaneously and effortless talk about what they truly love. They can't stop in fact Bankers talk about money VCs talk about dealflow Teens talk about sex Vitalik talks about ethereum The best kinda shilling comes from love of what you do


@jp_mullin888 Its not you, its bula


@jp_mullin888 also building


Only two things to do in crypto. Build, and


@sachayve Priceless trauma bonding among lads


@sachayve Wormhole


Shilling tips for founders: 1. shilling doesn't shill itself - ie you must talk about your vision and product non stop 2. marketing can't shill on your behalf ie YOU gotta shill 3. always be shilling ie not just the problem statement but how *your* product is a great solution


If BTC nukes to 50k, congratulations to all the $250m+ product free seed round signoors


Berachain raising 69m in their 420th round is the institutional Bome


That'd be a total memecoin nuke and the real test of Qiao ser's Solana is the new paradigm threads


Indian guy with a chinese name regularly rugging is so brand aligned for remilio


@AzFlin @EtherFi


I think Sidney Sweeney is mid


@aaronxkong @VivekGRamaswamy If Trump is Uniswap, Vivek bhai is Osmosis


@tarunchitra


Advice to crypto founders joining our crypto zoo from the world of actual, useful engineering eg blockchain, zk, machine learning and cloud computing When you mean distributed, say decentralised Even cloud computing is distributed computing Only decentralised means token


Justin sun got 6% of @EtherFi Airdrop after depositing 120k ETH 3 days ago


@0xMert_ lens and farcaster guys did - really


A friend told me I should be more optimistic and less critical of Crypto industry. I am really not sure. I am as utterly bullish on tech crypto ie the pace of research and engineering as I am disappointed with money crypto ie the current set of incentives for market participants


Lots of people tend to have full conviction in whatever the current thing is


@jon_charb Pls delet this for our green yield


Dont mind a 30% BTC nuke here if it saves families from @dexscreener


@cmsholdings Monad ETF?


@0xMert_ Shouldn't it be birthday beta for mainnet beta?


Fwiw @dexscreener IPO will melt faces


If you have a trend memory of more than one week, you aren't gonna make a gud crypto vc The real fun is in writing thinkboi visionary threads on the flavor of the week loot projet, ai*crypto, modular airdrops, DePin, solana memecoins... .... one week max is where its at


Everything is going up but people here appear sadder than a year ago wen the industry seem to be ending Yall are so much like tradfi ngl... stronk recommend enjoying bula srysly


@Crypto_Texan You'd prefer to run a light node as early as this year. Avail and Aligned Layer on the case


@vishal4c Let's do this


@blockgraze You realise that would help eth right?


Who's trading memecoins on Monad devnet?


Have you considered not making long term tech, life and career choices based on things wif hat?


Very disappointed in Satashi that he did not choose the trust assumptions and cryptographic security guarrantees of bitcoin for killer use cases such as BOME and BOMO


@mattyklein_ Mafia memecoin - too fast for legit organic retail growth


@akshaybd 1. bags 2. no one understands the theoretical properties of solana 3. bitcoin and eth are designed for raspberry pi w 4 tb hdd


@rleshner Fwiw, I am also undoing it in hours :-)


MEMECOINS ARE RETAIL WORLD ASSETS (RWA)


@blockgraze Hes on farcaster


Can someone check why my real world use cases like tokenised air miles and loyalty points not going up alongside WIF and BONK?


Starbucks left web3? Drink nespresso at home and retire three years earlier


@j0hnwang Lets not call for yet another P&D


Memecoins have finally leveled the playing field between robot ventures and me


Calling Gary Gensler to immediately ban non ERC20 memecoins


@0xDesigner @kylegordonart


How do I launch a memecoin on Celestia? Please help


I checked the price of Solana on Farcaster and its still showing $8


As a practicing Hindu and long term eth holder, I will be able wash all my Solano memecoin degeneracy karma with one dip in the river


EIP 4845: "proposal to not overhype things for an existing liquid token"


@scupytrooples In my case, I do have the time to do lucrative things, but not the motivation


Nothing is more exciting than a mainnet launch announcement without a mainnet date in it


not fair. To make a few hundred milly, founder also has to align dozens of shilfluencers and get a couple of exchanges listings done


@0xMert_ Thats precisely because billions can be made in the this zoo without making your product or business work first


@based16z Hey we weren't woke either till the price crossed 1k


A wise man sent me this study of IRL ecosystem memecoin winners


I want to live in a world where devs, researchers and shills of a blockchain also use that blockchain once a week


@aeyakovenko Most were ded


Its literally only Sassal and DC still hard-shilling ethereum here now. Everyone else has their own "ethereum aligned" token with its own ticker and price


@blockgraze Metamask is a trojan horse planted by big TPS to pump Solano


"Now ma daddy was a high school teacher who got broke every month and I have met many a degen who goes broke every 2-3 years, but I never met a man who made a dime on enterprise blockchain" - Elvis Presley


Looking at the DA space, as far as ZK is concerned, Avail has a one year lead on Celestia, at least. Now they need to catch up on dank memes


ethereum is wen expensive transactions always work and Solana is wen inexpensive transactions sometimes work


@movementlabsxyz @franciskthomas Congrats Francis! You are still stuck w me then


I have wasted a lot of time on a lot of things in my life but nothing ever was a bigger waste of time than selling early stage tech to late stage enterprise


Brand new LRTs are going around at 3x @LidoFinance FDV. That's all you need to know about the science of valuation


In bula you must see the y axis of growth charts on a log scale


$SOL be like memecoin strength index token rn


@blockgraze


Because you invested in WIF and BOME?


@dberenzon I use a rainbow chart


@gakonst epic


If you doin 500+m seed rounds, this is you next bera


Having known both poor multimillionaires and rich thousandaires, I suspect its not the money, but the mind that matters in investing. Not how much you have but the internal emotional journey of profit and loss, which is a reflection of our mental model of the world


"Prosecutors urge judge to sentence Sam Bankman-Fried to 40-50 years in prison for FTX fraud" Nah man, just look at his venture returns.


@R89Capital Bro the number is 0.4844


@DCbuild3r Ya man, don't need many figs to feel jus fine


After all these years, the only thing I feel about missing yet another 10/100/1000x memecoin or ai coin or biotech coin or vc coin is that


Thinking about the @hotpot_dao empire


@digital_monad They don't know that ETFs can be shorted wen flows slow down and sentiment changes


I have been wondering who this cycles main characters would be and so far I can't think of anyone who can create more "entertainment" for all of us than Michael Saylor All our main characters from the last cycle were supremely popular once - Do, Sam, Su... biggest degens always


Fomo is a mind killer. Angel investing is about people, not projects. Everyone loves "dealflow" but 80-90% of the "opportunities" you will ever see in your DMs in bula are an opportunity for someone else to take your money and time" and will not outperform btc and eth on avg


BUIDL THROUGH BERA


The entire market has totally blobbed after EIP 4844


@aliciakatz Isok at least @0xMert_ s etf also go down


@ANagarsheth Even Mr Fink and the next President  Study tokens


Rule number 1 of crypto is that we don't make the rules, tokens do  4844 could be abandoned by MEV bots Apps might build appchains even wen they arent the right answer cause chain hab token thats easier to explain means valuation go brrr Even uncle sam wants modularity


Ethereum's challenge on L2s is not gas fees but the mobile experience of degeneracy. I don't see anyone other than @sid_coelho seriously tryna fix this anytime soon  but its existential


@Hadronfc @kylegordonart We aspire to 1. Bring together early stage founders from deep end of engineering, art and culture 2. Enable serendipity, fun and inspiration 3. Create an ecosystem to enable early stage founders ship and grow faster with other founders


The cross section of the large @Hadronfc collider is a Polygon. Follow @kylegordonart our designer and artist par excellence


The force is strong with @Hadronfc


This is why @LensProtocol will win - its everything web3 is supposed to be about


follow @ashwinho4 our director of programming for @Hadronfc (ex entrepreneur first), and our founding advisor @farhajmayan, (a buildspace veteran)


Everyone will fud eth etf, then it will get surprise approved in may, then $10K


@visavishesh aggregated


Berachain raised $69m in their 420th round and you are bearish anon?


The main use case at the intersection of artificial intelligence and crypto is natural stupidity


SOL/ETH at EIP 0.4844


@0xMert_ 0.4844


Certainty of death is the greatest incentive one has to live a life of relative peace and equanimity


Solana feels like the index token of memecoins rn. What happens wen memecoin mania cools?


The main issue with the modular ecosystem incl eth rn isn't gas fees. The problem is that lots of people are doing research, engineering and token but almost no one is doing PRODUCT


I really don't think memecoin traders give a fk if gas fees are one cent or fifty cents. That entire debate is now a red herring. Mobile wallets on EVM except Coinbase and OKX are mostly crap, bridging sucks and wallets dont integrate with 1inch. This is the EIP 69420 we need rn


Søren Kierkegaard is widely regarded as the father of existentialism. "Bitcoin and Ethereum want to teach that becoming objective is the way. Memecoins and Eigenlayer Points teach that the way is to become subjective, to become a subject" he said


Polygon is blockchain wif users


If you are a young investor in dog wif hat maybe take a couple of years worth of hat off and invest in yourself dammit


OH: "EIP 4844 was a magical change to ethereum. Its made gas fees on Solana go up by 24% in 24 hours"


OH:"Marry someone who disagrees with you often, so that you also end up with the coins you once disliked"


crypto is only one fringe of the internet, just one dimension of a much bigger phenomenon I am not a gamer so @cdixon s references to discord weren't as clear to me until my 14yo learnt to produce house music from friends on discord that he has never met  Kids upto something


@jasperflux Power of AI


Wai ETF outflow? ETF not supposed to outflow


Many marketers struggle with the level of attention deficit at the fringes of internet, of which crypto is only fringe We go from from LinkedIn's blablabla to discord's mind numbing bell If something is not said in a banger, meme or headline, it might as well not be said


@mrjasonchoi This is why we @LensProtocol


@hudsonjameson @0xMarcB @0xPolygon @Hadronfc Much too kind. We will soon acknowledge all our team and community members who have been working hard on the takeoff and I am very grateful to be a part of this


@jon_charb Jon bhai dropping unaligned truth bombs


@zengjiajun_eth @0xPolygon Soon


@DCbuild3r @0xPolygon


@DCbuild3r @0xPolygon Would love to have you as a speaker and mentor ser


As contributors to the @0xPolygon network state, we are deeply grateful and honored to offer a second home away from home to mission aligned founders across the global ethereum community


Jon Wu is the wise one. Pay attention


Its so amazing to spend quality time w founders wif hat


This is gonna be the beginning of a fantastic tour of invention in the @eigenlayer discord


@crypterry @0xMert_ What got me is that he is into sweat bred cockroaches


@crypterry I already embraced @0xMert_


Told you guys SIX MONTHS ago


@airdrophedge @The_BendyOne Naw man. Any L1 beat that since bera


@The_BendyOne One is worth 0, the other one is 10x


Three of the five checks I wrote last bula over 250m val are now worth ten cents on the dollar So this cycle everyone wants 500m/1b val


BLS is great for signature aggregation


Blobs are data aggregation


Episodes of @BanklessHQ can be pretty solid wen there is no price talk. This is a particularly informative one


The main reason crypto cycles are so violent is because there's no value accrual.xls Conviction dies quickly in the absence of evidence That hasn't changed this cycle either. Ergo, this time gonna be different in the same way as before


"no conflict, no interest" - John Doerr "Fill and shill" - Nani/Hsaka/Sisyphus/all of CT


OH: "we are working on adding AI to our protocol"


Let's not get high on our own blob supply for another six weeks


Has anyone considered naming their protocol after top US universities to maximise their valuation and fundraising potential? Stanford protocol $STFD MIT protocol $MIT Harvard protocol $HRVD Yale protocol $BRO Cornell protocol $AVAX  ... and so on


@aviral10x anagram zaki, convolution of zk and ai @zmanian


I no longer see as much value in zk without some ai added to it


Its a mistake for current L2s and eth influenzas to take 4844 euphoric victory laps for the sake of the L2 token pump. If gas costs rise as blob contention rises, which is likely, the only projects they will really pump are Celestia, Avail, EigenDA, Monad and Solana


@0xMert_ 6+. dudas, samani, burniske, qiao, tarun and jon c


@0xMert_ Not Solano VCs


Next cycle is tradfi cycle


@BhushanVishwas Wher neuralink ai?


@DefiDrew cc: @0xMert_


There's something absolutely incredible I have learnt as a former dev in crypto, and it works crosschain if you cant ship one less complex product anywhere near in time, just announce a more complex product eth roadmap/firedancer/many such case Only possible onchain (OPOC)


Why is Jason Calcanis tweeting like Evan Van Ness?


@Mo__corn True but all hands are winning hands in bula


The purpose of making money is to free the only thing we have, TIME, from money also Otherwise we are just richer slaves than before


Selling on the way up feels good - its profit taking Sure there's some regret as the coins continue to go up a lot, but there's always another coin Selling on the way down feels awful and market liquidity dries up sooner than water in the desert Wen market gibs cash, take some


@Mo__corn Selling on the way down is emotionally very difficult because it feels like selling at a loss - that how we Celsius


EIP 4844 is truly great for ethereum because its one of the few protocol changes in a long long time that is relevant to the "user layer" and not just to the social layer Moar of dis bls


You and me both


Key to surviving bula is to milk the cow If you wait for the pico top the herd will trample you on the way down Even the lord himself cannot time the market


@Zedzies XRP sales have generated billions. Wake up tradfi man


All, have faith in our brilliant protocol researcher Larry Fink


@ecent18 We are in it for the AI technology for the long term


@ecent18 Just saw an incredible AI projet at 0.69 billion FDV seed  that will unlock in Bera


Here's why EIP 4844 is good for [my tokens], a


Every day I tell myself no round tripping this time Every month I write a couple of checks


Ok, now we done celebrating. Back to the hard work of shitpoasting Market looks bullish on $SOL improvement proposal 4844 but not $TIA improvement proposal 4844 Everything is so strange this time


@udiWertheimer Do the deth of eth party dude


@mdudas It will go up


How eth frens see EIP 4844


Invest in founders who don't *FEEL* rich


@0xMert_ Policy team down bad


@hotpot_dao Blo-bing


@TrustlessState The blobs are not priced in


Happy birthday @cosmoshub


Today we aren't Polygon, Starknet, Optimism, ZKSync, Scroll, Arbitrum, Fuel, Eigenlayer, Monad, Megaeth, Avail, Celestia... etc etc TODAY WE ARE ETHEREUM


@QwQiao Signs yes, data no


Ethereum is unbeatable because its bigger than any of us individually or the companies, projects and tokens we work for Building these things is hard but building a movement, a religion, a culture that INSPIRES us to be bigger than ourselves? Really didn't see it coming in 2015


In total awe and admiration for eth core devs for shipping these super high complexity releases so reliably... legends


@TheStalwart WEN ETF?


@SCBuergel @l2beat


MEN ONLY WANT ONE THING, AND IT IS BIG BLOBS


I guess if Putin nukes us all no one can sell Send it higher with haste


@airdrophedge If we all get nuked son, no one can sell


I got ten thousand problems but worrying about getting nuked ain't one of dem


@cobie @DeItaone ETHEREUM L1 IS *TECHNICALLY* READY FOR 10000 TPS


@Melt_Dem I can't eat a bugatti sista


@covertheflames @dark_analysis @0xPolygon Aggregated tokens ?


All we 4844 believers wanna know is how big her BLOBS are


@zhusu @token2049 Ooooo return of the native!


@CryptoChains89 @aeyakovenko Just be a pathologically online conferencoor for a decade


So this is why @aeyakovenko calls it the wormhole eigenlayer?


Aggregation this, aggregation that. The real question I have is wen MATIC will aggregate CDK tokens


I will sell everything when Sidney Sweeney endorses an NFT collection but not before that


BITCOIN LESS THAN 30% AWAY FROM ONE WHOLE YEAR OF STANFORD UNIVERSITY COMPUTER SCIENCE TUITION NOW


Looks like @MakerDAO has found a "profoundly innovative" solution to DeFi's token price woes New low liquidity tokens  Pretty much what a *GS partner* told me when I was pitching permissioned Aave pools in 2021 and token was 600 then Everyone wanna new tokens


Perp dexes have PMF because people are bored


Doing my bit for decentralisation (and hope of airdrops)


@0xMert_ Still no SIP 4844. Checkmate!


Is there an exhaustive list of SAAS tools SiliconValley uses to keep devs busy BEFORE @cognition_labs AI takes everyones jobs? Slack, Notion, Hubspot, Salesforce, Figma, Miro, Zoom, Rippling Want to be an operations ninza? Learn to pay subscription for top 69 SAAS tools


Electron are looking to aggregate a growth lead/commercial cofounder (specifically in North America). DM Garvit for the high potential, pre token, seed stage role


@DoveyWan 98% of that category is magnificient vapor


@jonwu_ Bill Campbell would have said it even sharper  Great thread ser.


@weikengchen You're looking for Monad


FOUNDERS, TELL YOUR OWN FKIN STORY


@aeyakovenko Indeed, but AI enabled


@Amarnathjv I got dumped on


To anyone in my dms. I am no KOL and I don't do the KOL bullshit. I sometimes talk about things I invest in but I invest in things I believe should ship and will be profitable.


If as a founder, you spend your entire bula shipping product instead of launching a token and shilling, wtf are you gonna do with your time in bera?


The way markets work is that it will get better than we could have ever imagined, before it gets worse than we could have ever imagined


Dencun is a major change totally worth celebrating but it ain't danksharding. This is PROTO danksharding. Danksharding will ship as per plan


@JSeyff Stop trading memecoins on phone


In the mind of the average overeducated crypto degen, ETF means trillions will come into bitcoin and from there into shitcoin. At some point this year or next, all of us geniuses are about to find out that ETF doesn't just mean BUY. ETF can also mean SELL and what's worse, SHORT


Crypto VC market is so hot that if you are under 30, just raise money. Doesn't matter if you know what to do or how to do it, they will just force you to take the money even if your pitch deck says "AI enabled hamptons wedding protocol for me and boyfriend" or whatever


Nothing goes 60 to 0 faster than crypto either


@davidpdennis This time is different indeed


@joonian No good if you buy high


Key lesson from this cycle (also) is that as an individual investor you don't need to fomo after illiquid venture dealflow. You just need to buy the shit across the entire bottom of the market when crypto is simply untouchable again and the industry is about to end (again)


@PatniShubh @tarunchitra I don't touch any memecoins that don't come with a post doc level math paper from gauntlet


@mdudas "web3 gaming" is upon us, all over again


@vinitopapasito @jonwu_


@vinitopapasito @jonwu_ You can't afford the dosa. Dosa chooses you


Can @tarunchitra pls do some impressive multivariate stochastic calculus and confirm that ETF means bitcoin will drift linearly to infinity dollars from here  If not, I'd like to know the PDEs for B(t) ie bitcoin price as a function of time from here


@BowTiedCOVID19 @0xSisyphus This time is different indeed


Can @VitalikButerin ser pls do a panel with NVIDIA CEO asap? I need some AI in my eth


@0xMert_ According to Solano founder, ethereum is down all the time. Price still uponly


Its a little mindblowing that the ultimate killer app of AI is TOKENS


@matthew_sigel Wen mean reversion?


@MikeHypercube They are doctors. Couple more months to get to black cab


Our old normie frens from London have started calling to ask about crypto Its time to start allocating moar to tether


Buying Bitcoin isn't supposed to make you rich Whoever had to get rich on BTC has gotten rich already Buying Bitcoin is supposed to make your life interesting


@matthew_sigel How does it compare w the rest of the alt L1 pack


@DCbuild3r Wen token tho


I don't know who needs to know this but @AvailProject is pronounced AI VAL PROJECT


This is not cool. AI memes are working so well and @NEARProtocol guys are posting about useful tech instead


@TrustlessState AI is malfunctioning


@ilblackdragon You haven't paid for the use of that image ser - chainyoda.near


Raising venture capital is easy. If you already have enough money, all the VCs will line up to give you more money


If we could 10x scale eth L1, we would but there are very few plausible engineering options to do so. Also limited eth dev resources are scattered across 69 clients and 420 EIPs


AI tokens are now boring. How about a sparkling new narrative for the pump BIOTECH/gene editing tokens? $CRISPR


Soylana manlets are Dencun deniers


One of the miracles of the post 2008 venture capital industry is that a startup can become a uni, bi, multi, whatever corn by doing absolutely *nothing* other than raising successive rounds in the private market


Happy Dencun festival to all those who celebrate


@Austin_Federa Toldyaso


@dabit3 Stem cell based synthetic human embryos Unfortunately even this can be very useful for web3 practitioners


LogX is going exponential @LogX_trade


@0xsitaram Thats why only the best founders can pull it off


@0xsitaram Parallelise


Shilling and shipping aren't substitutes for each other. Either is easy and pointless without the other


@farhajmayan Every grift is a gift grifters gift themselves


Any Ivy league anthropologists or theologians around here? I'd like to collaborate on an academic analysis of the magnificient internet religion called ethereum


@Mudit__Gupta @hartej_ xoxo


@QuintenFrancois Now do bitcoin cc: @udiWertheimer


@ConorSvensson @nicksdjohnson You didn't read my tweet but thanks - this is useful stuff


@hartej_ I am not into guys


No baby, I don't want to explore synergies with you. I am a father of two


If you still believe in value accrual and know wher to find it, this is the gig forya


Rule of law continues unabated under dems


Who's working on a crypto grift card?


@fede_intern @thisisrj Omw, steady lads


@0xMert_ @EclipseFND is solana killer SVM with 4844 and ethereum's shared security Its over Mert - you fought well


There are two approved ways to destroy a startup 1. No approvals 2. Lots of approvals


@0xMert_ He just needs to move one btc from that wallet and the dump will be Saylorian


@imdaisyadams @neelsalami I am hating because (a) I am not an airdrop recipient ( yet ) (b) Its possible that SVM on ETH is the worst of both worlds but... its the best marketing a RAAS project can pull off


You are a coin nihilist I believe in the advaita/non duality of all coins They all go up and down in turns together like waves in the ocean We are not the same


@ronitA380 @DubaiEye1038FM @InnovHubDIFC @richardradiodxb @FinTechGuyDubai @riteshkakkad @atulkhekade @DubaiEye1038 @nameerk @TheMENAFintech wen token


@kobigurk @alive_eth Yep. Sadly successful 'token' can be done. Successful founder or product can't be done


@GNSPS @pedrouid Make up your mind brute


@alive_eth Because of the supremacy of narrative tokens and the optional nature of product/business in crypto, many funds, accelerators and incubators think they they can just manufacture their own 'successful' founders. Its complete insanity but thats where we are at


@jdkanani @monad_xyz One day ethereum ser - I said this live in Denver


@jimmyhumania Oh its the boring truth


Solutions incoming: time ordered by mainnet date: agglayer, avail, eigenlayer and monad


You really don't want to pick my brain brother. You have no idea what's in there


@solarpunkmaxi My mind continues to unlocks


There aren't many coins There is only ONE coin... ... by many names, logos and narratives This is Crypto Advaita ... and its the truth


@ilblackdragon Resharding excellent AI technology


@Crypto_Texan Wait! You read? Escalating to your manager


Wen it comes to inflation, Solana is the fastest Cosmos chain


@0xMert_  You forgot 1. time to think 0 seconds 2. time to delete 0 seconds


I think I might have just complained to a team that everyone there is "too professional" Welcome to web3


@bneiluj For Monad? Definitely


@luigidemeo You forgot selfie w me


@0xfoobar @DeItaone Nah. Jamie invested in ethereum labs, which is based in Brooklyn


@laurashin Wen Dubai?


@PalashKusumwal That one has always been a conviction project


3B is a steal


Launch your projet on conviction Or launch it on NEXT cycle's hot narrative Or if you MUST launch it on this cycle's hot narrative, launch a token asap This cycle's hot narrative won't be hot in 2026


@0xMert_ He shilled it to the prison guards


@aeyakovenko No multisig on btc or eth L1. Beyond that, life is a choice between multisig money and discord money


@udiWertheimer @danrobinson Michael Saylor is using defi?


If your blockchain isn't AI enabled, what are you even doing here?


Few more months of returns in 'x' Then back to returns in %


4844 = $4844 Send it


@ilblackdragon @token2049 @NEARProtocol Welcome to


@tarunchitra To be fair it's mechanism *evolution*. Intelligent design is a myth


Looks like @NeerajKA was right about Bored Apes Remember Bored Apes?


Prime Minister MODI ji wif hat


@GwartyGwart Elon's razor would be if Saylor is a CIA asset who first corners the market and then dumps beautifully


These guys are execution machines


@JimmyRagosa Its the contributoors dumping on you


In markets you can choose ... you can choose your regret


If yall gonna LP into any crypto venture funds this cycle, check their distribution history first The most legal rug in crypto is to invest LP money over 3-4y unlock, buy, sell cycle but send distributions only over a TEN YEAR cycle


@Native_0x I tried to read, write, own it


I suspect Paradigm guys came up this younger Mr Dixon meme


Solano must be an ethereum layer 2 Cause the price moves like eth beta


@routerprotocol Whoa


@0xHedge32 One month in Bhutan like Jack Dorsey


Its been six months now and this is getting exhausting


To win in web3, founders need: x axis: the product/tech axis y axis: the degeneracy/casino axis If you are frustrated that your "real world" product isn't getting traction in web3... ...have you considered adding a cool casino dynamic in the same way as web2 ppl add ads?


Alhamdulillah! Eid Ul Bula Mubarik


Formal start of the bula $70K


The most powerful thing in all business is the relationship with users This is why CZ is the most powerful entity in all crypto If you are substitutable you WILL BE substituted Ethereum should be careful not to rush into backend or B2B chain narrative, its self delusion


@ethereansinfo Back end is a cop out. Once you replace your relationship with users you become substitutable like Cisco routers and telephony switches and Apple becomes the future of finance


@z0r0zzz 1. Move money safely and quickly across l2s and chains - @_bfarmer s agglayer 2. Trade/borrow/lend without having to know which l2 you are dealing with - one intended effect of @ilblackdragon s chain abstraction and @anuragarjun s unification 3. Apps/wallets for all that


@DCbuild3r Mean reversion is a thing


Make Crypto cypherpunk again - by maximising shareholder value


Memecoins should be banned unless my fund is in on the first three rounds before retail


@ethereansinfo I am a 2015 dot eth but I don't get high on my own supply. Whatever grand we build needs to be usable by users other than Larry Fink. Memecoins are a red herring. UX matters


4844 wont bring 'memecoin dominance' back to EVM Someone needs to work on the end to end UX of using L2s and that isnt gonna get solved by launching one modular token per module Agg Layer is the defrag layer of ethereum  and its one part of the solution


Study Sarbanes Oxley. It sox


@TheStalwart @0xkrane @0xdoug After Enron, Sarbanes Oxley made it too hard to IPO leading stonks to be dumped on retail at much higher valuations than before. If the feds want to seriously dent crypto, they need to reform the primary market for stonks


Given that "VC" frens are now "investing in " memecoins, I am starting to sense that this is a good time to start buying the USDC memecoin


@davidfeiock @zmanian @ilblackdragon @BasedBeffJezos @VitalikButerin MEV


Solano's PMF in shitters is not just a matter of gas fees or contract deployment costs. Its also cheap and painless bridging from Binance and mobile wallets like Backpack integration w jupiter End batamask, ship Rabby mobile + 1inch + IBC across L2s


@DimitrisPapail @lmsysorg Thankfully humans outside Silicon Valley tend to be higher life forms than chatGPT


@fd_ripatel Just bet on number 5, same as math grads


LLM attention token, listed on Binance


We are now only 92% away from Balaji's $1m BTC prediction


@blockgraze Founder of which chain?


@Modimemecoin Yo! I am not supporting that coin, just making an observation about the sentiment


There's only one way those elections are going


@JimmyRagosa eBeggar


@kevinsekniqi £10b+ in the UK


Correct


Memecoins are attention tokens


@0xAishwary Jeez naheen beta Ji!


Bullish on Japanese Technology


Modi hai to mumkin hai ( Modi = Possible )


When will optimistic rollups launch permissionless fraud proofs?


@jimmyhumania Ser I am social media intern


New ethereum cofounders who joined this cycle


@0xSisyphus $ABOLISH


@andrej_muzevic @udiWertheimer Our optimistic l2s hab gud multisig


Finally an appropriate and respectful meme


@udiWertheimer 420 of them are opportunistic sidechains


@0xMert_ There's already an L2 on Sol - its the wormhole eigenlayer cc: @aeyakovenko


MATIC up 30% in 30 days Imajin 365 days


Dencun Meh. I am waiting for the ETF hardfork of ethereum


@ercwl The ETF hardfork is in may Eric


@Flowslikeosmo @avax Shill him osmo, osmo!


@0xfoobar @sreeramkannan Directed acyclic graph of Layer(k)s as saas systems on top of ethereum validators already running on aws sounds like we should buy Amazon stock asap


There won't be one winner among blockchains, but many ... and all will be aggregated


@aeyakovenko @akshaybd I think demand ( not saying blockspace blabla ) will expand to fill supply. Historically juicier computers lead devs to ship apps that use all the juice and then they ask for more


@marcomonaco83 Thats fine. Otherwise your chart shows that 44% of validators (and the linea sequencer) can block tornado txns because of validator concentration You should believe what you want. I am in no rush to change your mind because your own facts currently don't support your own case


@marcomonaco83 What does that chart tell you? That eth is only 55% ofac resistant? Souped up gaming machines are 5 figs. DappNode is 4 figs


@marcomonaco83 Same but thats not what you have in Linea or eth validator concentration and there is no reason others can't decentralise Also home gaming machines can run insane things now Study reality, Lessons in there


@marcomonaco83 Similarly, if it costs nothing to run a validator, everything goes on Jeff Bezos's cloud or bigcorp bitcoin mining farm until airdrops come to my raspberry pi You should critically examine your own beliefs against facts and data


@_0xNinja_ Mostly by being useful to people for no particular reason


@marcomonaco83 Design allows that on all PoS networks over time. Don't make me debate the censorship resistance of Lido, Coinbase or Kraken


@akshaybd Cool - lets see how it plays out as others ship faster and cheaper


@akshaybd Ya we agree to disagree . This memecoin success is on product - congrats btw. I use Uber for convenience and reliability but I don't *care* about uber - wen Careem ships better, I use Careem in Dubai


@marcomonaco83 There's no censorship resistance on Linea multisig


Your community is who sticks around wen number go down Everyone has a strong community when number is going up - Kusama, Polkadot, Cardano, Ripple, Foodcoins, Harmony, Iron Bank, Fantom, Hex...


@akshaybd All I am saying is, yes theres 100% a strong community. Thats not the cause of memecoin traction


@akshaybd Solana is not a better shitter casino because of some COMMUNITY. It is a better shitter casino because of the mobile first, fast, cheap UX I didn't buy 1 SOL of WHOREN because I am in Mert's 'community'. I was in bed at 2am and it was easy to press the buttons on iOS backpack


@akshaybd Haha we ETH and defi guys have done this for years why shouldn't you? There are some strong Solana communities for sure but shitter Casino traction is no reflection of community. Casinoers will go wherever


@akshaybd You had me until picture of a dog. No need to intellectualise or glorify the 24-7 global digital casino phenomenon. Fast, cheap, mobile first is a value prop and its good


My only *new* venture bet on an EVM this cycle is Monad All else is on EVM killers Go faster, safer and cheaper... ...or go to zero


@clairekart


The best crypto founders... ... go to Jail


@0xfoobar @inversebrah Mert sent me free 30x over six short hours by posting about a god awful memecoin Sure my ticket was 1 SOL but the ARR  Mert is my favorite web3 innovator of the cycle so far


@0xMert_ @SalsaTekila Our cofounder is Larry Fink. You have to wait until next cycle


2024-25 bula cycle prayers really not to be taken for granted  - Don't die - Don't get sick - Don't break up - Don't come out broke - Don't lose remaining reputation - Don't scam or rug - Don't go to jail


@0xChristina Work is against internet culture. Who's your manager?


I am not a lawyer thankfully but I advise all paid influenzas, chartposters and price predictors to please consider not incriminating yourself This is the last free for all crypto bula and twitter is an outstanding blockchain to post self incriminating material for eternity


@AriannaSimpson


Uniswap ventures should pivot to a memecoin incubator rn


Among L1s, Solana ecosystem and community have an at least 3 year lead on Sui. Monad likely to get well ahead of Sui on sheer vibes


ENTERPRISE MEMECOIN ALLIANCE


Not attending DAS London because 1. Have a shit ton of actual work to do 2. Might miss shitters posted by @0xMert_ or Ansem


The best web3 founders launch tokens that unlock in or before bula


Wen $BITCOIN ETF


@sachayve larry is the m your p needs to fit


Its so over for memecoins cc: @GwartyGwart


Remember farcaster?


MEV is called *value accrual* if it happens on your chain and *rent seeking behavior* if it happens on the neighbour's chain


@aeyakovenko @phantom @Backpack sers what % of your traffic is mobile first?


@aeyakovenko What % coming from mobile?


"Bera is for product, bula is for token" - Yodasutras, Ancient crypto classic


@0xChristina Solano vcs been writing threads about internet culture since bonk mooned. Where you been?


@0xdoug Gauntlet employee?


@GwartyGwart Idk about you but I am doing value accrual


@matthew_sigel Jan ser is awesome but Mr Fink is much balder


Mental illness is seeing bitcoin


@cobie @McBaddy69420 Even though memecoins also have the same social media influencer insider dynamic as the rest of crypto, memecoins are the only coins not raising at $1B FDV and not launching at $5B+ FDV for retail to buy Abandon SAFTs and token warrants, return to ICO


@DEVBOSE111 Ben Graham wif hat


The thing about memecoins is that *memecoin* is a matter of degree, not fact even $TSLA and $NVDA stonks are memecoins to a considerable degree now Social media has totally fkd the markets of Ben Graham's era Future finreg is social media regulation


We are about to enter the f̶i̶n̶a̶n̶c̶i̶a̶l̶i̶s̶a̶t̶i̶o̶n̶ casinofication era of *everything*


understanding web3 technology Sell me this PIN Bruh, Its DePin


Airdrop farmers doings tasks and quests in the next hyped up coin discord


Day/shitter trading is mind prison Someone has to do it for the rest of us tho


How crypto people see AI themed shitters


If you measure the cost of money in time dollars The most expensive form of money is a salary The next most expensive form of money is stonk options n golden handcuffs The third most expensive form of money is advisoor coins The lowest cost form of money is angel investing


Its only crypto if it comes from the token region of france, otherwise its just sparkling cryptography


Whats with you gen tiktokers? Imo Sidney Sweeney is kinda mid ngl


I am just some guy and I am still jetlagged three days after Denver and closing a bunch of work backlog - how are FOUNDERS who are supposed to be *at least* 10x more productive always at conferences?


Coinbase on Solana would be amazing, no one would ever know what rebooted first


CRYPTO AND AI CEOS TO APPEAR ON A PANEL crypto chart AI chart


Bagholder PVP is the killer app at the intersection of AI * crypto


@aeyakovenko @alignedlayer @eigenlayer wormhole avs sounds cool tbh


@aeyakovenko @alignedlayer @eigenlayer Using the proprietary discord bft consensus


@jackzampolin @alignedlayer @eigenlayer It's change vs the AwS bills and you're paying for much better security than the most secure Cosmos appchain


@jackzampolin @alignedlayer @eigenlayer Not if you're aligned with aligned layer


@0xMert_ Solana is not centralised. It uses the discord Consensus protocol


@colludingnode Researchers don't code brother


@atterX_ @alignedlayer @eigenlayer No this isn't prover cost. Even verification cost can add up


@danhwang88 @GuyZys Has there been a FHE related mathematical/research breakthrough in the last year or two?


@keoneHD Parallelised M&M


TIL Worldcoin pays $2-3M/month just to verify proofs on ETH L1 @alignedlayer AVS on @eigenlayer will save over 90% of that Even those who understand the VALUATION of Eigenlayer are yet to truly understand it's VALUE


ETH at $4000 feels like SOL at $8


@Austin_Federa Only possible on solana


Its over for AI * crypto, pack up guys


@jasonjzhao @StoryProtocol gud projet - one of the few that makes sense to me


@GwartyGwart Wrong dune


Sexiest man alive 1986 2024


@jbrukh AI


"Decentralisation is not a value proposition, verifiability and censorship resistance are" - Sreeram ser


@chirag_eth Partnership, not panelship


The first blockchain foundation to announce a partnership with NVIDIA will briefly flippen ethereum


@Rohan_415 Must


I remain bullish on intellectual scams but I abhor financial scams


@fede_intern Founders have to pick the ones that go along w dual class stock - in bula its all possible


Generational $BONSAI


You had me at "AI inu"


Memecoins are derivatives on internet culture


@fede_intern Dual class stonk solves dis


ai tokens as derivatives: "we believe that many AI-related tokens could continue to be traded as a 'more general proxy to AI progress'" - David Han, Coinbase


This is a direc attac on my portfolio and I wont stand for it


Manlets are not ready for this innovation


So does crypto twitter


@aeyakovenko @brian_armstrong What you said


@sobylife Sreeram ser says blockhains can add 1. verifiability 2. censorship resistance to some or all of the above That's exactly right of course I infer from that as usual w blockchains we aspire to do in code wat society actually solves wid law and guns That's a good cause tho


AI*Crypto discussions be like DECENTRALISE 1. Data 2. Models 3. Training 4. GPUs/compute 5. Inference All of us crypto ppl are hyped but I still havent met an actual practitioner from AI who gives a shit What am I missing?


@hal2001 The Layer0 of attraction


fwiw @noble_xyz TVL is the true index of growth of the @cosmos ecosystem - not the prices of ATOM or TIA


The endless hopium to make it is keeping thousands of 24-7 online gamblers from making the one thing truly worth making Love


@prestonjbyrne is that better or worse


Most crypto VC is wen GPs see money every year but LPs only see it after ten years


Mulitcoin missed zk so they pivoted to FHE


Since everyone in crypto is a crypto lawyer and crypto law isn't even real law, I'ma say this unless incorporated, a multisig is an unincorporated association


@aeyakovenko @dabit3 @solana Even the creator of solidity has pivoted to wasm


Pudgy penguins suddenly so quiet like Yuga is gonna buy em out w the 4b


How do I know @wormholecrypto does not support decentralisation? They did not gib airdrop to my @dappnode


@nik_tchouparov Mechanism design wif hat cc: @GwartyGwart


@EricBalchunas @dotkrueger What data are you looking at to make this determination


The best window to launch a token is within 3-4 mo The next best window is after 3 years Do with this information what you will


@chamathsintern AI is not the bubble. Most ( but not all ) AI tokens are


@chamathsintern This time is different


@chamathsintern Some are allocating to this cycles hype but will see tokens next cycle. Remember web3 gaming?


@chamathsintern FOMO is the mind killer


Signing most high val seed round checks this bula is prolly worse than buying liquid stuff down 90% next bera


Wat dis in the Wormhole airdrop checker?


@0xMert_ You need to spend time in England to appreciate irony and sarcasm


@seb3point0 @noble_xyz @0xPolygon Ser noble feeds all the Cosmos chains. Polygon PoS is one chain all by itself


@mdudas Pivot to L2 and call it a pause switch


@0xMert_ L1 down is down. L2 down is a pause


Who wants to organise an AI summit in AI-thens to vampire attac the ZKSummit in Athens? cc: @kobigurk


I am not funny, the industry is funny. Just say crypto fax like it is and it sounds hilarious


@lemiscate @QwQiao VCs were doing exactly this to founders 3 months ago How the turn tables


1AI = 1AI This is all you need to know about the intersection of crypto and AI


@moo9000 @NEARProtocol Erm no - thats the best part


It will never stop to amuse me that a large marketing and BD headcount and spend took @NEARProtocol price to $1 and the founder's AI creds and a panel w NVIDIA CEO took the price above $5


Irrespective of token price, products that (a) exist (b) work (c) work well are so much better than products that don't


@calilyliu @akshaybd Yes


Logwealthoors are happier people


"You liquidate me"


Better tech than the (currently) most well known DA


Live view of crypto founders lining up to get on a panel with Jensen Huang, Sam Altman, Yann Le Cun and Elon Musk


@0xMert_ 4


@0xsachi Its ok. You will make the 900 dollars back on the next one


@neon___glow many such cases


Beware of founders who launch a new chain every bula Particularly common in Cosmos but soon L2 appchains too


@0xMert_ Its not enough our coin goes to 10k - yours must go to 10


Brown women in web3 are protesting about this


All the tokens I own are AI tokens punks, madlads, pudgies and badkids are AI NFTs quantum cats are QUANTUM AI nfts


Note to self: AI is the crypto gaming of this cycle ie (a) be very disciplined w valuations in primary and (b) if you go into liquid, remember to sell


The vc quote is - "if marriage is the goal, look for a cofounder for the family startup who can help ship well adjusted kid-products. Love is more of a crypto investment, marriage requires an operator"


If you are young of any age, passionate about deep tech and new to our crypto casino, here's my advice. This cycle, focus and become free of a Salary for 5-10 years Next cycle, use that freedom to ship something insanely great - in blockchain tech, or elsewhere


Near devs shipped great tech and user growth for years, only to finally make it as an AI memecoin


If you're into AI*crypto, pay attention to @SpheronFDN


Nothing gives a man a bigger gambling addiction than winning big once at the casino


"Raise money in bula because bula won't last forever" - John Doerr, as quoted by Scott Kupor


@0xkenzi @DoveyWan @0xbeaconcom @symbolicvc


I wouldn't touch any memecoin unless it ships with a Gauntlet math paper containing four integral signs, seven different greek letters and a very convincing summation sign


Boden seems like a better candidate than Biden


If you still believe in Generational Wealth, read the biography of Cornelius Vanderbilt by Anderson Cooper. There's no such thing except good genes and education


Why are you retards risking it all on memecoins when our ultrasound money is uponly?


@luigidemeo old chain now


Women pls be careful about the "crypto perfume". Men will desire you 100x more in the first year and 97.5% less than that during the next two years


@QwQiao Fill and shill can be two awesome memecoins


@Mudit__Gupta You sound like the 1%


Technology is changing faster than ever before. It took 8 years for $ETH to become a boring old coin and only 8 weeks for $TIA to become exactly that


Some of you are paying TWO UNITED STATES DOLLARs for the mere THOUGHT of a hat... 1% of you will be lucky and rich, 99% will be deservedly poor


VC fomo for "bitcoin ecosystem" reminds me of the 2021 "Chinese Polkadot" ecosystem


Ok so which founders would like to disclose how much their mainnet launch was delayed by the intense conferencing at @EthereumDenver?


@rargulati Not everyone is a fast learner


If you want to end tribalism among blockchains, end tokens I did nocoiner blockchain ( hyperledger, quorum, corda ) sort of stuff for a while and tribalism was 5% or less of crypto It was all poor vs poor ( PVP ) tho


feels like I have been gone forever


Solano marketing best in biz. Wormhole valuation mooned only because @aeyakovenko called it the wormhole eigenlayer


@hashflow @BarterDeFi @arbitrum


Bay area CVs appear to have the highest inflation in the entire US of A


@jacqmelinek Use L2s. L1 only for high value txns eg selling a 10k+ pfp


Men used to fork bitcoin and call it bitcoin cash. Now they just launch bitcoin sidechains and call them layer 2s


@sreeramkannan From day 1 ser, I knew you were AGI


@binji_x You sold 16m of punk. Buy everest


@manasilvora Careful - every crypto joke becomes real - someone pitched token gated notion in 2021


If you are into Notion, pivot to google docs


@hstyagi That definition is correct. Not just crypto but all early stage venture capital qualifies as ponzinomics because the only returns generated are by raising the next round, not through net earnings in excess of costs ie "value accrual"


@tarunchitra @GwartyGwart Professors are also pivoting to coins based on math


Satashi is dumping on us and you are bearish?


Some crypto VCs can even taint a crypto project while others can raise its legitimacy


BFTL IS THE NEW BTFD


BUIDL THROUGH BERA


ETF was not supposed to go down. Wai ETF go down?


Fundamentals of tokenized real world animals (RWA) looking suddenly weak


24% of Grayscale Dynamic Fund is $OSMO Dosa DaO szn is relentless


@divine_economy Thirst for legitimacy is the fastest path to failure


@HelloShreyas @sreeramkannan Many such cases incl. Sunny, Zaki, Nick, Joe, Tarun and Satashi


Met a @llama


I don't make the rules, dogs do


@0xJim quiet quitting?


ConsenSys alumni BTC ATH celebration


@0xMert_ This is why we don't ask Peasant.eth to do blockchain research


@0xMert_ Ship a working BFT Consensus Peasant!


@EricBalchunas @dotkrueger Mr Bullchunas, by playing into btc maxi hands, you are rapidly losing the crypto intern creds you earned last yr


Why'd Mert and Santi allow this to happen?


ETH is a $10K asset. $3750 is just the appetiser


Dosa was on 28th Jan fyi... cc: @hotpot_dao


@mdudas Greater Fool Ventures will melt faces


Hiring a PM doesn't make a product


Sundar Pichai could get fired if Gemini continues to bomb Dude should buy back all listed stonk and launch a token Pure money, zero accountability


@santiagoroel >> prior cycle baggage this is top insight - AI is the web3 gaming of this cycle


Forget PNL posting. Devs are now TVL posting, which is going up solely because of Vitalik's network spam reduction token


@sandyzkp Airdrop rumour for followers --> 100k by tomorrow


Most of you will be very rich before you are or feel rekt Maybe consider the comforts of the upper-ish middle class instead


Every dot eth who advised their frens and fam to buy eth at $4800 is about to be forgiven


eth up 50% since masternode had Dosa in Dubai justsaying


Can someone in crypto law pls send this innocent man the outstanding US crypto litigation and legislation tracker


@sandyzkp dogs are maximally aligned with the home privacy and mountain scaling explorations group of the hooman foundation


@gajeshnaik @PacmanBlur Gajesh is not backed by Paradigm


@TrustlessState @monad_xyz Monad will eliminate the demand for a dozen or more existing evm L1s


If you pivoted from web3 to AI but couldn't make it there, pivot back and do your own token asap


2017-19 was tradfi and consulting. 2020-22 was big tech 2024-25 lets find a new industry to hire and fire lotsa ppls from How's Oil and Gas? Never liked that one


@TheStalwart 1. All old L1s incl eth and soon solano become too slow to change due to tech debt and stuff built on top 2. there's no pricing model for tokens, ppls jus like to get tokens earlier and cheaper than other ppl 3. Easier to legally justify token for chain than for app


Gud lawyers are gud


Memecoin going off on @LensProtocol now lol


When it comes to optimistic rollups, nothing is more optimistic than the shared economic security of a 3/5 multisig


@aeyakovenko You need to be more optimistic


@gokulr This would be a problem if the companies reporting were public


Delet -EV tweets


Hello web3 frens do we have any data to compare NY (tristate) and SF (Bay Area) in terms of relative growth of web3 along dimensions like funding, talent... are US frens going west or east?


@0xfoobar pain


NEW AI USE CASE: AI*SMOKE


@aeyakovenko Yet my favourite Solana ecosystem memecoin remains SOL


NY VCs and angels pls dm @garvitgoel03 for a cool zk/aggregation seed round opportunity @labs_electron


Which way will the next president and NFT artist Trump swing on crypto?


Where to find Dosa in NYC - its not quite the same thing as the Yoda Dosa but...


Who's gonna tell dot eths about this "social layer"?


@prasagl survive - the number 1 rule in markets is still - survive


Unbelieveably great time to sit back and do nothing in markets wao


@46100DotEth I am a burger-o-phile


@NTBro @Cointelegraph We are now sending our best


One punk = one kid in US college Two kids in US college ™


Nuke vibes


@cyounessi1 cryptopunks - buy punks


Hyping EIP4844 too much will only benefit Solana, Celestia, Avail and Eigenlayer ... but you can't stop the twitter social layer...


Every distributor like Uniswap was an innovator like Cowswap once


If you are at the intersection of AI and crypto, pivot to the intersection of frogs and dogs


I really had to look up who this ethereum aligned person is


Bitcoin returned in a week what Ethena will return in a year


If I ever make it in the crypto industry, I will go back to the technology industry


@moo9000 Then hackers ignore it?


Everyone gangsta wen their memes take two blobs a day to $20b Then the real memes show up


@musalbas Frogs have a stronger social layer


life in crypto is a long position in humility and a short position in arrogance


No dev should ever gloat about the security of their defi protocol Its solidity lol


@A_BertoG @MickdeG010 @aave @compoundfinance @MorphoLabs @RariCapital @eulerfinance Survival is the sexiest thing in lending protocols


@zackvoell for OTC desks


DoT eths love to talk about "social layer" The social layer of PEPE just flippened the social layer of TIA Maybe product and technological layers should matter too


The only social layer you need


@ilblackdragon Nirmalaji says ask Illia ji to submit the original LLM paper for official clearance


Web3 innovation is not complete till a memecoin on Solana flippens Solana


Frogularity > Modularity?


Ambani wedding meh, remember apefest?


Is it time for Sifu and Sesta to "innovate" again?


TVL ok now. Sui needs to incentivise memecoin Innovation next


@JoshuaTobkin You need the robust consensus and economics of ethereum


It doesn't matter what you are working on rn, add some AI asap AI driven perp dex ...


Now I have been one round ahead of a16z and Paradigm Now my life is complete


@boredGenius First we need Uniswap to copy and distribute all that


Imajin not having launched your own binance listed token rn


Only people who don't understand DAS talk about how many gigabytes per sec their DA can do


If its Adam Cochran v Mert, I vote for Mert


@opmichael_eth Team posting chart


gm NYC!


@andrej_muzevic As long as "Radaki" is ok


@aeyakovenko I was hoping Mert the genie will appear in response to my engagement farming experiment :-)


Eigenlayer is the Solana killer ⏰


Invest in focussed founders - if the founders aren't willing to live or die by what they do, why should your time and money?


@EthereumDenver @jadler0 @CelestiaOrg Cool shoutout for @AvailProject's KZG implementation at 19:00


This is the year 2024 and decentralised AI can already display Eigenlayer POINTs Imajin wat gonna hit us in 2025


@mars_solana @0xMert_ H1 minimum 0.4844*4.844 = 2.346


@rishup77 Then I was serious about it, this is mainly engagement farming


Price targets for H1 Bitcoin $48440 ETH $4844 Sol $48.44 TIA $4.844 WIF: $0.4844


@0xMert_ You need to focus on Sol. Its going to $48.44


Now only Solana improvement proposal SIP 4844 can save Solana from extinction TIA also headed to $4.844 as multisig rollups make transactions free


@JoshuaTobkin No one buys memecoins to survive - except BTC


@nic__carter No VC can be a single cult member, its -EV


@Austin_Federa @RomeProtocol @Neon_EVM It will use the wormhole eigenlayer


@Austin_Federa @RomeProtocol @Neon_EVM gmonad and L2s


Rihanna got paid $6m to perform at the Ambanis wedding and still managed to mispronounce the bride's name ngl, this is true web3 native level of professionalism


@Austin_Federa He runs a fast, cheap, rebootable layer 2 so


A dog is layer one The hat is layer two Layer 2 is outperforming


I don't know about you guys but I can't wait to post kilobytes of calldata on ethereum


OH: "So we hired a couple of Americans from Stanford and MIT to make our pitch look credible to VCs"


After EIP 4844, transactions on optimistic rollups can be made FREE because in the absence of proofs, the only necessary cost is the cost of one multisig


Memecoins are the coins with the lowest information asymmetry Say you buy TAO, you don't know if there's any AI in there or the whole AI, data, model, training, LLM, blablabla blablabla even makes sense With a DOG coin, theres no information, so no asymmetry


Imajin running a straightforward blockchain oracle or indexer and not calling your thing an AI project? I could never


Everything in crypto is a something killer. What will EIP 4844 kill


I know at least one team w no product running an @EOSIO ICO for VCs The way this works is that you start raising at 100m and as your nth round fills up, you collect more $$ in n+1 th fomo round at a higher val the "round" never closes crypto VC is the retail of this cycle


If Google fires Sundar Pichai as CEO, let's remember him as a McKinsey rather than an IIT alumnus


@0xMert_ 4.844 mg


VCs who missed openAI (Gurley & Andreessen) vs VCs who got in ( Khosla ) is far spicier popcorn than anything going on in crypto PVP


4844 will end Solana, Jupiter, Jito, Marginfi, Raydium, Quekz, Chads, SMB, Phantom... ... but not madlads


@0xMert_ woow solana is so threatened. cope. 4844. vitalik. eigenlayer.


feeling so (re)stoked about the future of ethereum


Very bad art at the @badkidsart dinner


My mind shudders at the theoretical seed round valuation of an AI centric modular bitcoin layer 2 zkVM wif hat deployed as an Eigenlayer AVS


The best minds in America are now thinking about memecoins


Whats the theoretical upper bound on the number of recursions in recursive restaking? max (n) in y = R^n*T such that y is still liquid ie L(y) > 0


Dominant narrative of @EthereumDenver


MATIC aggregating upwards


Ok ethDenver, shall we do mass covid tests now or wait till monday?


I am somewhere on the extraverted half of the spectrum but even I'ma have to desperately avoid hooman interaction for at least one whole day to recover from this Denver week


@hstyagi @sreeramkannan @tarunchitra There's an impossibility theorem about this


If you think of a sentence with the word 'God' in it but you are surrounded by tech VCs, say 'AI' instead Examples: "AI IS GREAT" "I have finally found a way to be In the presence of AI"  "AI loves you" "AI is the savior" "Have faith in AI"


@camiinthisthang manifestoken pls


@aeyakovenko @arixoneth @ufukaltinok Not after AI starts trading hats


@aeyakovenko @arixoneth @ufukaltinok Txn cost on the multisig layer will be zero


@prabalbanerjee


Things ppl will do for airdrops


Only 40 btc left on OTC desks and only MINUS 69420 ETH thanks to EIP 1559 Do with this information what you will


@vaneck_us AI denver was hyped too


Even @0xMert_ will be aggregated


@nickwh8te ser tech industry


If this bula lasts just one Dubai tax year, I am so moving to IITians fatherland just for the nature


now if @VitalikButerin ser moves from farcaster to @LensProtocol, the web3 social contest is decisively over


geth source code feels like it was written in Europe


@GwartyGwart ethereum hell sounds like a cool conference


If $WIF was on ethereum the hat innovators would be launching a modular layer 2 called hat chain rn


@GwartyGwart Thats why their TVL is so low


Foundation, Labs and DaO Sama is the most crypto founder ever


@Frozensack_Gary @hashflow


Biggest business in the world is certification Universities: education PwC: financials are gaap S&P: trash is AAA McKinsey: CEO is right Certik: smart contract Gauntlet: risk Bankless: alignment Study certificates


If you think retail is not here yet YOU ARE RETAIL


Coinbase Wallet requires Colombians to KYC Future of finance is also KYC


20% of Paradigm's portfolio horizon seems to be one year now - Blast, Friendtech, Art Gobblers... and it seems to fund infinite horizon stuff like RETH This emergence of "instant IRR venture capital" is part of the 'power' of web3


Solana'23 was the best thing that happened to ethereum Monopolies tend to become smug and complacent with rent seeking insiders and competition purifies Mr. Fink has made sure we don't have to worry about Solana but bruh, Bitcoin is the biggest thing going on at ethDenver so


crypto secondaries ruined crypto VC. I was very happy with the secondaries market developing in bera but now seed rounds are going at 500m+ because people think they have a decent chance of exiting onto a greater fool before bera we didnt need more liquidity, but its here now


145 open jobs in the Solana ecosystem New Coinbase hiring site is live No sign of froth is more frothy than the entire industry starting to hire at pace


It took two days for Farcaster's lead over Lens to disappear


Everyone in crypto is a VC


@MacroMate8 Its bullmarket


Every man and their dog asks how a DA layer like $TIA accrues value, but no one gives a fk about how $WIF and $PEPE accrue value


@chizhao @NeerajKA No one is more important than PR frens


OH: "in crypto, employment is just labor farming"


I can totally see a lot of us on CT crying in 2025 about how "we could have been comfortable but we over invested by a lot". I will certainly be in that camp


Attending ethDenver was very expensive. I missed out on all the dog coin innovation this wk


gMonad


@0xMert_ Then eventually you learn that given a choice, its better to be lucky than competent


@DooWanNam @ASvanevik Secondaries have pumped valuations to Valhalla. 250m-600m seed rounds in the air wao


@jchervinsky @brix_farm Masternode called - he wants you to send all your eth to 0x0 immediately


@basedgrogu @el33th4xor Offline we are all frens. Emin ser and I been frens since '16 or '17


Bullish on the post 2022 generation of professorcoins


The biggest growth sector at ethereumDenver is Bitcoin


Signed my second AI*crypto check. Its so rare to find not vaporware in this category


How Kanav he got so much done at 28?


The best minds in America are thinking deeply about Eigenlayer POINTs


@sreeramkannan @alignedlayer @fede_intern @class_lambda We are aligned on this


How to go to Stanford without paying two cryptopunks in fees


I am very bullish on crypto founders who think carefully about value accrual and equally bearish on the ones who actually believe in it


@nic__carter Danksharding will flippen bitcoin


The original guru of shitposters is in town


@GwartyGwart That's move them from L2 page to the DePin page


@AndrewSteinwold It means AI wif hat


@gregosuri Zoom out and expand sample 1&2 are AI page 3&4 are new Osmo and DYDX are the sustainable bull case as Osmo cut inflation and there's no hot meme or airdrop pushing them. Others will too


Nigeria should just LP $1B into Binance labs ventures instead. The nation just needs a good economic advisor like me


@seanlippel More tokens are better than fewer tokens


You can have onchain privacy but only to the extent that the privacy tech can get a binance listing


@cobie In that case it must be their lack of familiarity with advising Cosmos appchains


@cobie Doubt it, tho ethereum does seem to need a lot of advice on every layer


at least 20 modular airdrops wao


It's kinda funny that Solana whales love complaining about eth L1 gas fees whereas Sol noobs just use eth L2s


@QwQiao


@QwQiao > is being followed by every examples apart from manta?


@Amarnathjv 80% down from ATH after a 10x move wao


If Bankless twins shill Eigenlayer as Cosmos on top of ethereum one more time, Eigenlayer investors might have to sue Bankless in a class action Bro have you seen what happens to Cosmos ecosystem tokens?


Sam Altman is the ultimate crypto founder in that he turned more than one non profit public good into billions in personal profit


Maybe launching berachain could help


My life as a crypto bagholder changed for the better after a crypto VC fren told me that "blockchain and the real world don't mix"


If your blockchain does not have an infinity years long roadmap, get out of your mum's basement and make one cc: Manlets


Will you tell him, or should I?


Not in Dubai...


Oh shit my @nodemonkes sold for 2x ( 3x in USD terms ) and I feel sad about it


@blockgraze Sol?


Aggregate ALL the chains


The message is clear - higher, for longer


Mertchain will also be aggregated


@kevinsekniqi Is it directed and acyclic tho


@RachaelRad You are CMO tho


AI-Valanche Incoming


@jimmyhumania Nonono, just connect with the network


How do develop a vision for web3


@kevinsekniqi


What I learnt from Christine Kim's rollup talk: Modular ppl can solve problems created by the first n modules by adding an n+1'th module on top This is modular induction


I think I saw a couple of apps at ethDenver - who let these guys in? Is it even legal to build apps?


In tech, "its a very large design space" means we raised a shit ton of money because people really wanted to gib but we really have no idea wat we gonna ship


@lmrankhan They Kanav been at 2.5B


If you are into eth defi or sol defi and having trouble raising money, pivot to bitcoin defi


tl;dr - at Denver, Vaporware density in Bitcoin L2 land is faaaar lower than in AI-land - but most L2s are sidechains


eth conferences are modular which causes side event fragmentation - they need aggregation


@winneedthepooh @0xrooter @aeyakovenko


Frens but worse


@0xMert_ @Lightspeedpodhq Sol price moves seem to inverse-track your evolution as a thoughtleader


@kevinsekniqi This is the ZK endgame. My AI bet is @FlareNetworks and they use the Emin and Kevin consensus


@kevinsekniqi Type everything: Modular execution layers aggregated via state and consensus proof aggregation using @0xPolygon agglayer


AI*Crypto intersection is an area @HugoPhilion and team have been working on for months. I advised @FlareNetworks team to announce their work while ago but its awesome that they like to work through things thoroughly and ship stuff


Yeah, its about time to chill instead of aping into whatever world salad tech meme soupland, the "web3 gaming" of 2024 is


going to this ethDenver is like going to an Indian wedding. Nothing particularly useful is going on but all your long time eth relatives are here and you get to see them only 2-3 times a year so well, you gotta be here


@0xrooter This is because @aeyakovenko bunked roadmap training at Qualcomm


Hyperliquid is now called hyperliquidation


@Native_0x You need a Celestia based modular debit card. Solana based monolith card wont work


Firedancer is like smart contracts on Cardano. the value is in the expectation, not in the delivery


@lemiscate @OpenAI Do you miss me now?


Apple dude doing announcement pump like crypto guys. Might as well have announced Eigenlayer and Google cloud partnerships also


@poordart @CryptoCronkite There's nothing to know in the first place


Cosmos people keep saying there's not gonna be an IBC token and then they launch Initia, Union and Hyperlane


@moo9000 America is about rule of lawyer, not rule of law.


"SEC challenges Terraform Labs’ ‘suspicious’ $166 million payment to lawyers in court filing" If you're into coding, pivot to law


@0x42069x 1 DOSA


There was a time I wanted to retire when I reach $1m net worth - then it reached $1m in 2018 and immediately dropped 96% in 2019. After that I never took either of the words retirement, or net worth seriously


Idk about economic security of ethereum but economic security of ethereum holders definitely goes up with price


What people don't realise is that Bitcoin's cryptoeconomic security is a result of its cryptographic security Proof of work is a cryptographically hard puzzle solving competition Without cryptographic security, cryptoeconomic security is a meme


"Gisele Bündchen Sacked Tom Brady Over Sexless Marriage" Dude was prolly busy farming airdrops


Every time I meet @rushimanche IRL I get 2x more bullish on @movementlabsxyz


@coopernicus01 Hab prenup?


@0xMert_ Ah. I was hoping to get a memorable selfie


Denver is not ready for insufferable @0xMert_


Met the dude @ekrahm who made even "Data Availability Sampling" NOT boring


@tarunchitra @_MinTeo Gen AI often hallucinates


We are just getting staREtarded


An AI agent to farm poorly governed DaOs for grants


@tarunchitra AI solves this


@0xMert_ @brian_armstrong Except wen Solana itself reboots


Still can't make up my mind on whether Modular AI is better than Monolithic AI. Should AI be based on proof of stake or proof of work? What sort of yield should AI provide? Should AI do AI-rdrops? So many deep intellectual challenges!


I know most of you web3 people spend your days playing web3 games like Dookey Dash... I know


@MacroMate8 Wait till ethDenver becomes iShares annual digital asset summit


@ZeMariaMacedo A surprise court verdict in the Coinbase case would be one example. An NVDA quarterly miss another


General vibe in Denver be like, "Bro other people's Bittensor is not real AI - only my variation of Bittensor is really real"


Coinbase app down because Larry's front office guys are twapping too hard wao


@PossibltyResult @sreeramkannan @sunnya97 @valardragon @VitalikButerin @TrustlessState @eigenlayer >> If this is the case, then that chain won't be able to afford economic security from Ethereum anymore either, so the point is moot Not true. If you have to vote > 51% of restaked eth to change history that can easily be more than the market cap of most Cosmos appchains


@dabit3  power of frenship ser


@skeebinz It will stop if retail doesn't come in


DO NOT QUIT YOUR JOB YET. THIS BULA WILL BE SHARPER BUT SHORTER


@sreeramkannan @sunnya97 @valardragon @VitalikButerin @TrustlessState @eigenlayer This is why @AvailProject has built in a mechanism for fortifying economic security of txn ordering with any valuable asset but in particular BTC and ETH


@sreeramkannan @sunnya97 @valardragon @VitalikButerin @TrustlessState @eigenlayer Restaked eth or staked BTC are an empirically superior choice for bootstrapping economic security and even in a bull market when all tokens are valuable, restaked eth or staked BTC are a better economic security backstop than native tokens prone to crashes and soft rugs etc etc


@sreeramkannan @sunnya97 @valardragon @VitalikButerin @TrustlessState @eigenlayer I think we can safely predict that most native tokens are or will be worthless at some point on a power law curve. This is particularly true when a Cosmos appchain is bootstrapping validators and we can empirically show this by looking at the mortality rate of Cosmos appchains


Follow this Cosmos v Eigenlayer


Market so Bullish that even Solana is going up


@AnnaRRose If you are into sum check, pivot to backward propagation


Quality of life declines on a logarithmic curve after the tenth paper million


@HadickM Gud point ser


@routerprotocol @CryptoMan_Ram @MickiCrossChain Gud route


Is Larry fink buying PEPE and WIF also? This pump doesn't look institutional. More like Capo and sidelinoors fomoing in hard


@mdudas Go back to bed Mike


People use @LensProtocol without any expectation of a memecoin or airdrop or points shit This is insanely bullish


Serious men and women are waiting in Coinlist and other queues instead of launching their token from some other launchpad and giving their token a few more months in the market before Bula ends


Men will make an ERC20 token for trading GPU capacity from a dozen wallets and call it a blockchain for AI, instead of going to therapy


Remember ZK? Its called AI now


ETHDenver? Its more like dank AI memes Denver rn


@NickPullmanEsq @nic__carter Why not use an antminer as a personal heater


Dude who predicted $500+ SOL also predicted $25k BTC at $39K couple of weeks back lol Don't be your online frens exit liquidity


One thing I learnt in the last cycle is to not donate 2-20 grants to crypto VC that don't know how to send distributions Fwiw, out of five funds only @alliancedao didn't rug and I will be doubling down


@smsunarto Is prof Song attending this AI memes Denver conference?


@0xMert_ ngl; thats a moar Mert thing to do than Mert himself


@Madhav_goyal_ @colludingnode USD = United States Dosa


@HelpedHope Back wall, long edge, third table


Secret of uncapped success for a crypto startup is to have a Chinese woman as COO This tradition goes well back to Ming Chan of EF Always attend HotPotDaO events


@pitdesi This reputation deservedly makes life difficult for single desi boys


@0xMert_ Ser Breakpoint is months away


Even masternode doesn't want to come to Denver. Let's go to Salt Lake City already


@nic__carter Left: seed oils. Right: seed allocations?


@ercwl Pls show the descending half of the parabola


New Coinbase hiring site just went live ==> Max 12 mo left in bula


@gokulr crypto VC is that, multiplied by 10


@MacroMate8 Denver is scalable unlike Aspen


@Crypto_Texan @ultrasoundmoney @EIP1559NFT @ethereum Now do demand batman


Selfies w AI guys to insta-triple my own FDV


@nickwh8te Thats the wifi light client


The lead author of the KZG paper


20% of all my tg DMs in the last six months were about ppl asking for a lens handle Welcome to @LensProtocol frens. Lets lens together


107.50 - 110.00


"Consensus Learning, a novel decentralised machine learning paradigm" Breakthrough AI x crypto research by @NairiUsher of @FlareNetworks


@HugoPhilion


Bula is back - time for crypto to hire one million super expensive non-devs from bigtech for 12-18mo


@yanivgraph Community notes says governments nah


Aligning the layers


@aeyakovenko If you are Mert, blink twice


without cryptographic security, cryptoeconomic security is just a meme


Movement dosa will be a 100x+


Legit ai jobs now pay better than rug pulls


Devs are aggregating


Dubai Dosa DAO track record so far: Hugo ser: Up 5x Sunny ser: Up 7x Vitalik ser: Up 35% Sreeram ser: Closed series B from a16z at 2b Zaki ecosystem: uponly Next up @hotpot_dao


NVDA down 99% Only possible on Solana


Are the Iroquois raising for their shell company?


@Amarnathjv Go to L2


ETH 3300 no euphoria among dot eths Yeah man, I personally won't even be getting out of bed to 'euphorise' till $5K ATH


@JimmyRagosa Restaked Ragosa will melt faces


Its not over till seed round valuations routinely hit $1B FDV like they did in the mandatory web3 gaming VC thread  writing era of 2021, but we are halfway there


In Feb 2024, Eigenlayer partnership is the new google cloud partnership. In January, Celestia partnership was the new google cloud partnership This is partnership abstraction


@HeslinKim Tarun's basement is 125x oversubscribed


The key to getting into all the right seed rounds is to live next door to Stanford or in Tarun's basement. By the time things reach Dubai its already series A


@gauthamzzz Partnership abstraction


Just found a layer 2 which has announced partnerships w Polygon, OP, Celestia and EigenDA all at the same time. If this does not show the power of cross chain coordination on the internet, I don't know what does


If market keeps wildin' lets launch an algostable 1 Backed by LRT: Eigenluna 2 Backed by PENTA yield: Mantaluna 3. Backed by Blast yield: Lunadigm ... Say yes to innovation


USD stands for Ultra Sound Dollars


Bitcoin is trading like AI vaporware rn


Almost there @cburniske


@0xMert_ Sadly all markets suffer from bipolar disorder


Imajin if SBF hadn't signed that bankruptcy and he were still supercycling w the rest of the industry...


Economic security of bitcoin and ethereum really doesn't look like a meme rn


@francisgowen @superstatefunds Gud projet wid grt ppl. Congrats


@dervoiedk Wen


@jon_charb Larry picking > Cherry picking


Met the real AI guy in crypto


@CryptoMan_Ram @routerprotocol @eth_sensei


This is @FlareNetworks *before* AI


Lookup singularity is real


@yugalabs This is the way!


@zkmattwyatt No way, beras degen gang


@JimmyRagosa ETH is pegged to $10k on farcaster


No gamers = no internet


@ayyyeandy @rushimanche @movementlabsxyz @dmihal @fuel_network @RiscZero @zk_sjp @o1_labs @DougieDeLuca @FigmentCapital @schmiddominik1 @0xPolygonMiden third row from the front black Eigenlayer shirt


@ayyyeandy @rushimanche @movementlabsxyz @dmihal @fuel_network @RiscZero @zk_sjp @o1_labs @DougieDeLuca @FigmentCapital @schmiddominik1 @0xPolygonMiden Bullish on all the EVM killas on that stage wao


@ai there'd be no internet without gamers...


@zhivkoto Polygon cofounders are the Paypal mafia of ZK


@zhivkoto Thats the effect. My tweet is the cause


Avail has shipped the most cutting edge, and responsive zk enabled DA with a far more robust consensus and approach to decentralisation than products currently available on the market. Above all, its their vision for how zero knowledge technology can transform web3 that matters


gm Aggregation week Denver


Everywhere I go now, I see a Pyramid scheme


Ethereum exceptionalism is the second most lame idea in crypto after Bitcoin exceptionalism


@neon___glow I am not. Seed ends in SF and NYC. Dubai is series A


Bankless has done more marketing for Solana unintentionally than Blockworks has been able to do intentionally


I just got a signal message from Gary asking who Mert is and why he's asking him to deny the ethereum ETF approval. Anyone knows?


@santiagoroel Privately, or publicly?


Eth is not like any other smart contract platform. dot eths have Larry Fink and manlets dont


@hal2001 @PrimordialAA @MikeIppolito_ Qn: Can't we all just get along?


@clairekart zk is all about making easy things much harder


This took two days and four cans of red bull. I learnt that McDonalds isn't the only option in bera. Trucking also pays ok


Badkids art is so bad that trying to make a derivative is futile


FLR  AI


If Solana guys ran their conference in Colorado, it'd be a fancy skifest in Aspen or Vale, not 420 separate happy hours in Denver


@howdymerry meh, cant stake it for airdrops


I see dot eths on my TL doing free solana marketing again why? what changed?


@Galois_Capital Bezos, Walton, AMD CEO selling. Pray that NVDA keeps beating expectations


@wmougayar @AleoHQ zk solves this


Nature therapy for the pathologically online


Theres no escape


gm


@eshear @The_Prithvi Also quantum theory


@santiagoroel Serji whats the updated probability of Sol flipping eth?


Just sent my passport, SSN, mother's maiden name, fingerprints, retina scan, blood sample and a strand of hair to @AleoHQ for a little airdrop of their decentralised privacy themed zk token


@poordart @inversebrah It's decentralised kyc


Find a girl who looks at you all day like Sassal and DC look at the price of ethereum


We need masternode to fly to Omaha immediately and convince Warren Buffet to trade $167b of his low quality money for ultrasound money


So that was the last time until next time that we will ever see ETH under $3,000 I guess


Solana social team seems reactivated You snooze, you...


@ayyyeandy Users


@QwQiao Ser this is Mert's line. Wrong account


Regulation in the wild west


15 second block time


@sachayve Idk about contempt but Solano and ATOM are not gud money. Ethereum is


America is the best nature therapy for Dubai residents


@alexpiHQ Vitalik, Mustafa, Sreeram, Sunny... many such cases on the research and engineering side. Almost impossible on the commercial side


Wait, what did Satashi say about zk?


Frens you meet in unexpected places


Ppl are rebooting entire blockchains to somehow get in the news - first Avax and now DYDX wao


Invest in founders who can focus on doing just one thing for six straight minutes


Did Satashi also invent layer2 s or nah? What about Layer3s and 4s?


Seattle is home to a few incredible companies. Microsoft, Amazon, Starbucks and Eigenlayer for example


It's better to be lucky than unlucky


1 real onchain user per $90,000 wao


@domiwoe token is an app


@aeyakovenko @0xMert_ For everything else there's the ai mastercard


@aeyakovenko @0xMert_ I considered it but validators not profitable without gud token


Never stop working hard, even if you are expecting distributions from the last two @alliancedao funds


All my zk homies love fibonacci. In every funding round they raise the sum of amounts they raised in the previous two rounds


If your portco is hosting this, sell


Dev is diversifying


Why are people debating Uniswap's fee switch so passionately? Its a fantastic development for two weeks before we all go back to the airdrop meta


In crypto you dont have to be funny, ironic or sarcastic at all. You just have to say it like it is and its usually quite entertaining as is


Any crypto project is only as successful as the number of inbound partnership announcements. Outbound announcements are bearish True crypto success begins wen people announce a partnership w you and you dont even know who they are


If you are building a web3 app, pivot to infra wid token


Everyone who announced a google cloud partnership for their preseed and Celestia partnership for their seed is announcing an Eigenlayer partnership for their series A... ...and you are bearish anon?


@ilblackdragon Restaking abstraction


@cburniske Why should mythology be the first priority? I value their identity more


Ethereum up 30% since Vitalik had Dosa breakfast in Dubai just saying...


Staking: x^0 Restaking: x^1 Quadratic Restaking: x^2 Cubic Restaking: x^3 Who's working on: - Polynomial Restaking - Taylor expansion Restaking


@danreecer_ Wormhole


@0xMert_ You missed 20TPS Ripple 10b Tezos 8b Cardano 3b Polkadot 2b Combined funding 23b


From Seattle:


I was working in Japan in 2008 and 2009 I love Pineapple on Pizza I have known @adam3us from 2003 onwards Do I need to say more?


Why can't @Uniswap stakers get POINTs instead of fees?


Really sad to see @Uniswap propose turning on the fee switch and try to do non web3 native things like value accrual. I'd have preferred if they launched a second modular token called $HOOKS and airdropped it to stakers of their first modular token $UNI


@tina_connects @CoinMarketCap 55 is too low... 25 is minimum for Flare


@jmo_mx @sreeramkannan Community notes have now been incorporated :-)


Lake Union is now called Eigenriver


Pineapple is the best layer 2 on Bitcoin Pizza


Law firms be like, catch em while they are preseed


@GwartyGwart Why do you think @lemiscate never goes to the US?


@gajeshnaik @eigen_labs Coming in an hour to check your homework


Value accrual is for value deals. In growth tokens we ball


@0xSisyphus The revenue that matters is the one I generate from modular airdrops


Solana has dropped under $100 on the news that there's now stiff competition from Avax  in the rebootable blockchain space


Anyone done the math on how much fee per staked $UNI is expected annually? Feeling salty about lots of value suddenly accruing to $UNI holders due to a surprise governance forum post Governance marketing will melt faces


IQ on that @0xPolygon agg day panel feels like a large degree Polynomial of my own


Congratulations to @FlareNetworks fam - big things ahead


Has anyone checked if Google's AI also features a Caste System?


@CryptAnalyticss AIVAX is where its at


@CryptAnalyticss They are doing some gud tech/research but this way is easier to remind people it exists


Avax  frens have such a major Solana complex that the chain just went down


Ivy league 4.0s pay Ark invest fat fees to sell the winners and double down on losers How the hell do YOU have an impostor syndrome anon?


Study shipping useful shit instead of vaporware Lesson in there


@Austin_Federa Sounds right. Cant wait to farm L3s


Silicon Valley rn


Because chains handle much of the infra, the crypto industry can create 100x more 'projects' than funds can sign checks Don't fomo into the 69th modular rollup, 420th Solana memecoin or 69420th LRT Most won't even unlock in Bula unless scams Study pillows


@Austin_Federa Which visa is that


Not just crypto, everyone you meet in the valley rn says they are working in AI... ...and then you drill down a bit SQL= Excel = Janitor = McDonalds =


ETHER and MATIC Study Reddit


I might have ten thousand failures and flaws in life but not being on Eigenlayer cap table is not one


What I truly admire about America is not the nation's wealth or its power but its deep rooted culture of honoring Intellectual achievement, risk taking, creativity and invention


@0xPolygon Thanks to @NEARProtocol frens for hosting us in the Homebrew space


IMHO great leadership by @EliBenSasson ser and @Starknet to change the STARK unlock schedule - our space and the tech deserve more of exactly this type of Integrity


Updating LinkedIn bio with Stanford asap


@0xsachi EQ by +50


Aptos Vibes, Immaculate


@0xMert_ @heliuslabs @liamvovk @nick_pennie Congrats - very important work.


I am also an AI guy now - see ya in Denver


@0xmubaris How do you think it became a desert? Ten million years ago a silicon maker missed earnings


@cryptoecongames


Now both a16z and a16jit are Investors in Eigenlayer The last such project was ETHEREUM Do with this information what you will


The absolute last token to launch before the crypto industry gets fully integrated into tradfi will be @aztecnetwork


Shippers from @compolabs ship so fast that they even have time to go to @EthereumDenver and vibe


I'd prolly scan my eyeballs into an Orb for this


@MariaRiivari Airdrops


One day, eventually, NVDA will miss quarterly earnings and then the world will look like this


AI coins prove that crypto is technology agnostic


Paul O' Leary thinking about Aggregation


@0xSisyphus Larry Fink


@theborklar @0xPolygon


Unlimited Pizza and Unified Beer at the @0xPolygon Agglayer meetup at the Homebrew Crypto Club in SF


Eigenlayer would open at $50b if they just change the name to AI GEN LAYER


Pudgy penguins got the Yuga CEO fired Study penguins


@matt_blumberg gud thinking


This would violate the sell in May go away rule


crypto enabled gemini will never generate the image of a woman


~12mo bula left means no more bullish unlocks on seed rounds signed from now on


Can't believe once there was a really good singer who chose DENVER as his last name


Do they know Cardano is an AI token?


@joonian Vice Chancellor on the brink of another bailout


@joonian A mere student - not a practitioner


@joonian I fear my DNA has mutated into eternal retardation


After a few years in crypto, I feel like I have a postdoc in stupid science


Its good ethereum got out of GPUs in time, those darned NVDA chips are pricey as shit


@0xPolygon @StarkWareLtd This will be Boojum 2.0 soon


@ayyyeandy Bro, I'm just tryna innovate


Yo @ayyyeandy looks like there's an AI in av(AI)l


Only possible on Solana


TBH EthDenver is a big enough conference for us to take a 5% traditional hit on ETH price


@rargulati Price we pay for the ETFs


I am calling it now. crypto industry is soooo getting regulatoored in 2026 If you're into memecoins, pivot to ETFCoins by 2025


@camillionaire_m I am aligned


Gud funding --> gud lawyer --> gud advice Law is code


Can't flip the professional management switch on founder led startups too soon... it doesn't work


Badkids have traditional family values


no one will ever be too "heads down busy building" for ethereum thailand, I mean devcon denver tho...


@MacroMate8 Denver is a test of alignment - penance and pilgrimage


@jbrukh >> it sounds like we’re turning ai into a casino I'd not worry. no AI is being hurt in most ai*crypto projects


@NTmoney So that tweet says we are the same but different?


If you are into modular blockchains, pivot to modular AI tokens


@Hazbobo1 Looks like cost cutting by @AaveChan


@tarunchitra Those tokens are not tradable


$JUP chart looks like a hyperbola convex to the origin like any other Solana ecosystem defi project from 2021 They should have hired Gauntlet to do advanced math for the token price curvature


Life hack: if you are going on vacation, carry only your @solana phone with you. If the phone is actually useful, its not a vacation


All we need now is some stablecoin lobbyist in DC to lobby Yellen and Warren for monopoly and invoke the China geopolitical card while they are at it Every day Crypto becomes more tradfi Study tradfi


About time someone organised an ethereum "not attending" denver conference


@poordart Its called research now


Idk who needs to know this but attending ethDenver or "not attending heads down bz" is not a flex. No one gives a fk, its not Honolulu - its the cold, gloomy, alignment town of Denver


@0xAishwary Indian Founders in India underestimate themselves on tech, way overestimate on growth They all need to study Sandeep ser's extraordinary work in finding distribution


@toghrulmaharram Ethereum needs researchers to start shipping


Gnosis ICO started the low float revolution and the WORLD coin community continues to make STARK progress on this innovation


If you're into zk, pivot to ai with tokens Study backward propagation


@ai @bittensor_ Ser investors shilling is a key value add


@GrindingPoet Quadratic polynomial commitment scheme


I am farming L2s, GPUs are farming me


@0xScopescan Gud market maker?


@alexandr_wang @scale_AI @DODCDAO What can go wrong


Don't get too excited. These tokens are not going to be listed on Binance


@FrankieIsLost Theres no risk on the way up Frankie


iShares Ethereum ETF by Blackrock will be the fastest, cheapest layer 2


@poordart No gas fees on buying ETF


Idk man, forget flippening. Solana isn't really gonna make it w one conference a year Effects of breakpoint already worn off ETH does one conference a month, more like one conference a WEEK Study @ETHGlobal