@brian_armstrong @TylerDurden US Gov could have seized btc backing WBTC via bitgo afaik so its not clear what Mr Sun's issue is


@divine_economy @CelestiaOrg @Maven11Capital Modular summit is good but that is what has inspired 69420 side events at every conf now


@GwartyGwart Brad Garlickhouse


In 1885 railroads were 85% of the US stonk market ... Basically AI


Good studio monitors are such a joy compared to airpods


@AltcoinDailyio ethereum


@0xMert_ You know the sacrifices my folks had to make to buy a raspberry pi?


8 hour flight plan: Wyatt Earp documentary + four ML papers


@j6sp5r He did speak at some btc and eth events but conference mania was nothing like this then haha


@j6sp5r Satoshi yes. V is a super popular speaker


Which crypto founders have carried a successful token without doing the conference speaker circuit, big events at confs and baddies etc?


"The future of AI is Open Source and Decentralised"


OH: "Marriage and McKinsey don't go together"


Good BD guys just vibe and know who to ask for what without beating around the bush


Will be in Singapore 17-22 mainly to spy on manlets and study their community building secrets lfg


AI is getting more and more intelligent This will help humans get less and less intelligent So bullish for our crypto industry $10T this cycle


China's startup scene probably just moved to the Bay area


One pivotal culture change I noticed in Solano in the post FTX era is the idea of creating value before capturing value. Thats what winning startups are all about. The other way is the way to lose top talent


@lmrankhan Startup scene always struggles in a downturn. China will be bacc


Methinks @sandyzkp s chain is very under rated. One day at a time these guys keep shipping and making it better


You guys are too fixated on Trumpwin. The worst case is four more years of republican courts going after dems for going after crypto. In fact red courts will not be so friendly if a Trump official goes after crypto Macro and JPoW matter much more than Harris or Trump


@StockSavvyShay Bailout?


@JohnWRichKid so no testnet ever?


@alc_anthro @ChadCaff @inversebrah


@ChadCaff crypto is about choosing both in the same year


Hi we are @Hadronfc and we endorse this message


@readswithravi @naval For the avoidance of doubt, token price going up doesnt count as "working"


I am a not so secret admirer of Yann Lecun so when he retweets my frens at @exolabs_ ... its kinda emotional


People leaving ethereum foundation is so bullish for ethereum


A tweet from Meta AI saying "decentralised" is truly a historic moment. Epic work by team Exo


@AIatMeta @mo_baioumy The future of AI "is open source and decentralised". May the force be with Exo


If you wanna win, start by understanding what game you're playing. Then maybe change it


Just generated questions for an AI*crypto panel I am hosting using Chat GPT How is your day going?


@SpheronFDN Cool discussion. Thank you


@ayyyeandy Sandy's chain works well. Also starknet has been improving rapidly in terms of UX


@y2kappa CT is a key part of that but @superteam did phenomenal IRL and online community building work, the hackerhouse vibes were great and the foundation meticulously lined up institutions and VCs behind the progress of the product. Then the product worked :-)


Very nice stonk that Bitcoin of yours


@0xMert_ My parents want to move in with me. Help


Memecoin trading wizards, how much weight have you gained this year?


@0xMert_ What max tps can you get on a one node Solana chain?


Great use case at the intersection of AI and crypto


Is Ceffu another name for Bitcoin foundation?


My blunt advice to Indian founders is to find a way to make it big in America. Even Indian spiritual leaders need US recognition before they are recognised in India


I like @sentient_agi s approach to getting people paid for contributing open source models. Keen to see subsequent iterations of their research and of course its productisation


A bittensor subnet is a "chain of no thought" AI protocol


AI might be doing the thinking for the rest of the world but crypto will always need people who can't think. You want job security in the AI era? Pivot to crypto


Everyone is a founder in a bubble and an employee in a bust


Its not DA oversupply or blockchain oversupply but application undersupply and interest rates oversupply


@0xfoobar @sreeramkannan @eigen_da Then both of those inside Avail so that you get a fully featured DA with DAS and validity proofs


Dinners are a mistake. Sleep is 10x better without


This chain of thought thing is really cool


@rushimanche gmove


Jensen Huang is a role model KOL for all founders. Shill like Jensen if ya ganna shill


Nothing has destroyed more value in a crypto project than the social layer advisory collection program, also known as "alignment"


If Do Kwon was around Trump would be launching an algo stablecoin rn


Next Trump crypto talk will be about Certik


Yo @twobitidiot bro pls stop Trump from launching this solidity defi copy pasta honeypot. If it rugs Harris has wild ammo


I'd like Trump to launch his defi honeypot, semi guaranteed solidity rug thing on a chain I don't have bags in - maybe Cardano or something


What if you pivot to AI and then AI does all the AI work


DA without DAS is retarded


@mdudas Treasure DeGods


@0xfoobar Downside for crypto also if it rugs


@KyleSamani @milesjennings Point is they weren't ganna rug millions easily either


God bless Anatoly for making product a thing in crypto. Its like we can be a part of the tech industry or something one day


Lots of VCs who aped 1b+ FDV rounds are MIA after secondaries died


Only crypto can produce pre product ecosystems


@nic__carter $20B at Bahamas


All of ethereum's troubles might have started not with the merge but with a religious congregation called zuzalu This is when dot eths rose above the mundane preoccupations of number go up and merged into a higher metaphysical out of body reality


@cryptunez Different flavours of move and object oriented storage


Translation. The new ChatGPT O1 is excellent at overcomplicating simple things


@GwartyGwart Store of value


If you don't know what you want its very hard to get it


@0xr0han @megaeth_labs Latency is just hard, even in cloud and ai, its just hard. Randomness/noise is a ... I wont say it


crypto twitter was always the real social layer


@krugermacro Cost of abandoning CT: $100B


@Eug_Ng @binance @OpenEden_Labs


@mdudas Yeah its time to clean that alignment mess up


In Physics, the ETHBTC price chart is referred to as the Bankless-Farcaster "we have already won" chart If you are into research layer or social layer, pivot to product layer


@JimmyRagosa This has become a spectator sport after EF and Vitalik affiliated wallets sold when everyone else was suffering


@0xCrayon @megaeth_labs @aeyakovenko @miguel_de_vega Sreeram, Pramod, David Tse, many such cases


@GordonGekko_CVP >> All DAs can do all those things? Nope


Seeing some "cheaper @megaeth_labs" pitch decks go around town. Having been a telecoms engineer/C++ dev in ancient times I think TPS is a lot easier to solve than delivering consistent, predictable latency tho


DAs are more flexible layer 1s Layer 1s are less flexible DAs Those who say DA is a commodity don't understand the impact of: 1. Light clients 2. Client side proofs and verification 3. Data availability *sampling* 4. Interop across rollups 5. Proof aggregation


@lookonchain Solano bio defense fund - defense from cats, dogs and such


Solana needs a Bio defense fund


"We have $7bn worth of liquid tokens in our treasury" A coworker in 2019 just before ETH went to $88 and that treasury went to $70mn worth of illiquid tokens


Everyone is signed up for six events in parallel at any given time at @token2049 Parallelized EVM...


Biggest eth sellers in the last four weeks: Jump Metalpha Ethereum Foundation One of these needs a treasury manager who's not a blockchain researcher


OH: "Speculation was our strategy"


Bankless has its own conference


No matter how rekt you are in crypto, there's always a guy who unintentionally sold a 600 eth ape punk for 10 eth


We are nowhere near peak AI but we are close to peak OpenAI and possibly peak Nvidia too


Listened to Lex Fridman's podcast with Elon Musk. Maybe safe superintelligence will use a supercluster of 8bn human brains for compute


Ethereum is not WWIII resistant Its not ultrasound nothing Its a super useful product and ecosystem for building other useful products As crypto matures we all need to inhale less and ship more


@mraltantutar @nufflelabs @eigenlayer @eigenfoundation @eigenlabs Congrats


@GwartyGwart That does sound unreal tbh


@CryptoMan_Ram Killer product, needs mo hype


This is good. 50bps would be concerning


@IvanOnTech Bro its not even him


The market is indexing way too much on Trumpwin IMO. If macro pumps, Biden couldn't stop it and Harris wont be able to stop it


TL:Dr; Harris won the debate and Trump won the election


The Upanishads describe six forms of wealth: 1. Chill/Peace of mind 2. Control over senses 3. Forbearance 4. Ability to enjoy what you have 5. Faith 6. Contentment If one has a good measure of these, any number is enough to live n work otherwise no number is enough to retire


I have concepts of a plan to: 1. Replace memecoin trades on Solana with traffic from useful apps 2. Scale ethereum layer 1


Sell NVDA buy ETH


If you are a crypto founder eating cats and ducks in America, just move to Dubai and enjoy fine cuisine


Satoshi is thrilled that the economic security of peer to peer electronic cash depends on who wins the US presidential debate


Skipping dinner every day is a life hack


Trump should try an expression thats not grump


@sreeramkannan Cost of capital is 0 in a boom and infinite in a bust


Projects that overhire or hire for fancy CVs inflict unnecessary/endless sell pressure on their token. LINK, DOT, ETH, FLOW... many such cases


There's a fun in fun ding


Sometimes large language models are like blockchains. We use them because they are cool, not because they are the best solution for the problem


Solana is WWIV reaistant ultrasound money


Everyone wants to be an operator till they have to do a detailed budget, a project plan, a balance sheet, a headcount analysis or a cash flow forecast


@0xsachi I would rather have 9k followers


Supercycle


@0xsachi public controversy


Bera so bad, selling my Honda Bid directly on @dubizzle


How to invest in crypto


Why is Bitcoin up today? Ans: Its a stonk


Apple is innovating but in the former ARM division. There's an AI chip company in there somewhere


2/3 of September still left


Lots of risk appetite in the market waiting for JPoW


All I want for Christmas is Donald Trump as POTUS


You guys gave Racer $40m for being backed but not endorsed by Paradigm and Nader $75m for being backed but not endorsed by a16z Maybe it's not the VCs at fault. Maybe its you who's missing a chip up top


The most important skill in crypto is not learning but unlearning


As an ETH holder, I would like to see ethereum foundation making cost cutting announcements instead of even more hiring announcements


Vanity is the biggest enemy of startups and founders alike


@jacobkxyz I was into investing, pivoted to operating


@0xMert_ @0xhauru WW4 resistant database


@abhitejxyz @0xagarwal Number is for whales. I am tuna and therefore very picky


This is enough to retire in rural himalayas


This is what they mean by "racer"


@0xMert_ Also ultrasound money before rollup centric roadmap


@matthew_sigel @joaomendoncaaaa I meant comparing eth move from sol bottom


@joaomendoncaaaa @matthew_sigel This visual is so dependent on an arbitrary starting point. ETH bottom was $88


@coinmamba Amen


@matthew_sigel Bls get trump elected


@matthew_sigel No legislation can pass until then and courts haven't been favorable to regulatory overreach.


@matthew_sigel nah. Kamala will take until 2025 Q4 to do any damage


@ayyyeandy gmove. eigen technically launched already


@gajeshnaik Congratulations


The most important KOLs for any crypto project are the founder(s), followed by investors


@0xMert_ look up bhastrika - exercise, breathing, meditation, good sleep


Dollars are sound money


@Evan_ss6 ETH underperformed so far but its a timing issue. BTC ETF came wen stonks started pumping. ETH ETF just wen stonks started dumping Messaging and escape to farcaster didnt help at all but its a smaller factor


Vitalik is dumping stonks on us


BTC was $72k and SOL was $192 when ETH was $3800 - now BTC is $54k, SOL is $128 and everything is down real bad since but looking at the TL you'd think everything else has gone up and only Vitalik sold


Valuing any blockchain based on cash flows is stupid Only Gary Gensler would do that


@jackzampolin Congrats!


The secondary market for used stuff in Dubai is crazy liquid... its a bit of a transit town in that expats come, stay for a few years and go, so there are always sellers and buyers for all kinds of used goods


Chart of declining ChatGPT usage doesn't matter, except that it might be comforting for Google's search business. LLMs are getting integrated into enterprise software all over the place and after a brief trough of disillusionment, we will see AI become synonymous with software


More competition, less novetly value


@solostakers @sam_battenally @ayyyeandy Correct


@DEVBOSE111 Retired from markets so that I can work


Still the same do nothing szn in markets


@ayyyeandy luck - the best founders are lucky


Banks were shilling $200 NVDA to retail Brent and Ansem are crypto banks


Wondering if this is time to save the airfare and hotel for Singapore confs and buy two ETH with it


Its not how much value your blockchain captures. Its how much value your blockchain creates


@matthew_sigel In Van Eth we trust


@JimmyRagosa brrrr


Sell in may go away Logout from CT in September and


A startup ends when HR joins


@0xMert_ Its most applicable for scaleups... the transition from startup to company


Cycle not started till JPoW announces cycle. ETF approval scam pump has ended thats all


@ChadCaff Bullish


Vitalik and Stani have nothing on Jensen


If I had an exec coach or therapist, we'd work on decoupling emotions from token prices


Miss the days from 2024 when $10,000 was not enough to retire


@KyleSamani Timing can impact treasury build up for teams that dont have a lot of cash in the fundraise but other than that youre right


@cburniske Doing god's work before JPoW comes to the rescue


@ArjunKalsy @ethereum @aave Completely different situation. Wrong way risk


@SpheronFDN @circle @Aptos


@zengjiajun_eth @ethereum @aave Gotta bet on your own flagships. Keep HF high


@NineFigsXBT @0xPolygon Ya


So many of random $2m-$3m onchain sales by @ethereum should be collateralised borrows from @aave Who's running the treasury ova der?


ETH would be $4000 rn if an IBC equivalent was on first up the rollup centric roadmap Unfortunately maximising validator count means too many signatures for IBC @0xPolygon aggLayer solves this, among other things


Fedtember


In a crypto startup either there's founder mode or slow decline into irrelevance mode Never seen a third mode tbh


@SupraSensei gud founders do


F founders dont think D founders think token C founders think tech B crypto founders think product A founders think ecosystem


@tmnxeq @0xjaypeg This is how Justin Sun will own all the ETH


@ac_crypto @__tinygrad__


This time I sold half of liquid bagholdered the other half One more cycle needed for crypto enlightenment


Nothing really happens in a startup in the long term. The long term is only the path integral of the day to day execution we deliver


In the short term Solana is so lucky to get the ETF buzz but not the actual ETF lol... though in the next six mo someone will figure out how to sell ETH ETF to tradfi


The main event in Singapore is Manlet Breakpoint ngl


50 bips


@NelsonRodMar permute


There's no "AI" in the word "Europe"


Clean chart


Kinda cool that @prashant_xyz and @AravSrinivas look like AI brothers


Men used to be touched by Jensen now their X gets fake hacked for buzz


ETF was a mistake. Bitcoin is a large cap stonk now. Where's the alfa in dis?


Is there therapy for people who sleep to Audible books etc and thus "not waste time"? Asking for a friend


@0xUsamaro @0xMert_ @heliuslabs dot eth transplant was successful


@0xMert_ Dubai is also excellent that way. Get well soon young man. If it's GERD related then lifestyle changes are in order. If the medication ends in "prazole" you have to check side effects though first month is no problem.


So many crypto projects are just marketing solutions for engineering problems


pump dot fun VC: "infra is ded, invest in apps" the apps:


When pump dot fun VCs take victory larps and say "build something people want"


@netcapgirl Pre idea


@Hadronfc @0xPolygon @token2049 The more you want to find out, the more you have to FA


Hello founders, just be alive for the next three MONTHs...


@vaneck_us From the intern who was shilling his bag etf filing so hard


@CloutedMind Bula hasnt started


Founder mode hits different in Pyongyang


September


All crypto needs is private market valuations for public market coins


@mrjasonchoi @solarpunkmaxi @GEODNET_ @prodialabs @andrena_wifi @helium also @witnesschain


@CyberShakti Singapore > Devcon forya


@solarpunkmaxi Forced hodl is the alfa. Sadtember, uptober, then uponly


Powell's plan is to first blow up the US economy and then panic print CT into financial valhalla


Any money I have ever made in crypto was by taking huge unrealised losses relative to net worth


@SplitCapital We had a lot of crypto credit in 2021. Genesis, Celsius, Blockfi... trouble is credit and vol dont mix without good law and strong operational risk management and controls which requires tradfi level prudential and conduct regulation


@Eug_Ng Yes


@zhusu Bula starts next month ser


Should log out of here till October ngl


Need just a little bit of that NVIDIA retail money to flow into our coins


Hmm this SEC Galois action might force fireblocks into an acquisition though they are better off letting Trump win and see


Survive sadtember, enjoy hapytober


Magnesium prolly works - lets see stats in a month


Would love to hear stories of @brian_armstrong going founder mode after the scale up of 2021 slowed down Coinbase


@Galois_Capital @tier10k Carthage?


@tarunchitra I dont think this is necessarily correct. In software optimising one layer can make it hard to optimise a different layer, all the time, depending on the details


@GwartyGwart Bitcoin at 8000 price to sales tho


Be hyperproductive


Everyone here just needs one more 2021


The correct definition of making it is being able to skip all the crypto conferences


zoom calls are the modern man's cure for loneliness


@hstyagi List in dm


@hstyagi Brian and Paul are referring to bad VC advice for scaleups - that founders should delegate to hired specialist managers and back them fully. Its terrible advice


@thulynnn lubricant of corpo is poison for startup and complicated in scaleup


Paul Graham's characterisation of skilled corporate execs from large firms as the best trained liars in the whole wide world is so precise that it hurts... these are all good people... just that corporate ladder ware is such a vibe


@0xairtx  well Brian Chesky is not you. He's an ordinary mortal


@0xairtx everything is hard in a scaleup - hire, manage, scale, unhire, reward, incentivise - its the hard thing about hard things


PVP will continue till Powell cuts rates


Founder mode is necessary because - most founders are still learning to hire and manage a team of any size - most corporate managers live in a world of slow comfy certainty, the opposite of startups - hired hands can destroy a startup and linkedin their way into the next one


@rushimanche @movementlabsxyz home of gmove


@armaniferrante Partnerships can enhance the brand and network utilisation. Overdoing "bd" is counterproductive


The @movementlabsxyz has landed in Korea, home of move and Aptos The fomo is real


Might fk around and extend some networks


Mira's mom (and name) are Indian it seems


Bad news: No one permanently wins an infinite game Good news: no one permanently loses it


Ethereum will start winning the day ethereum guys wake up and see that ethereum hasn't already won All the boomer talk on CT, disorganised treasury selling, "dont care if number goes up" messaging, escape to farcaster, research over product focus - will all get fixed that day


@muneeb @Melt_Dem gmove


The most successful crypto network will emerge from gaming, just like the biggest AI company NVIDIA 69420 crypto gaming failures including (as of now) 0 crypto gaming investments of my own won't change my mind on this Yah yah, reasoning by analogy I know...but internet history


Check where the users are: on Polygon


@jon_charb Not all... chains are chains, if there are users, devs, dank memes and community number will be fine


@smsunarto Just pivot to being an operator


L1s will become inflexible DA layers whereas DAs will become much more flexible L1s


Founder mode is when you take credit for all the successes and blame the people you hired for all the failures


Bitcoin is an incredible piece of social technology. All anyone can do with it is post mind killing price predictions


Someone tweeted "pump dot fun is a black mirror episode" ... prolly tweet of the year


I wanna Work in founder mode but Sleep in google employee mode Is that too much to ask?


ETH and SOL are both lucky that in 2021 Polkadot hired a boatload of expensive corporate types who din do a thing


I had to check what network extensions are


Manlethereum


Solana L2s are quite bullish for @AvailProject and @CelestiaOrg If you ganna do modular, do it clean


US Dollar is sound money


Good to see some bullposting here today.. by October inshallah sentiment flip up


Both Ethereum and Solana suffer from the same deadly infection... Cosmos Ethereum in terms of architecture and Solana in terms of inflation ( and soon architecture too ... ) Few understand this


@solana @ercwl @IGGYAZALEA Statistically... very bad


Drought in Namibia approaching biblical levels


@KarthikS2206 Meditate


@digitalartchick @0xMert_ dis true?


There isn't too much infra. There's too much US interest rates


@akachacolate If it works for someone good for them


@coopernicus01 Thank god yes


@stonecoldpat0 Yes


@Bfaviero Sad but true


Average mental health levels among the crypto independently wealthy with too much spare time are such that I am quite grateful to not be one Working for a salary is an S tier mental health hack


@shawnwlim @akshaybd Many such cases


Value of a token comes from dank memes, positive attention and demand in apps


Dont fiddle with blob prices. Improve the comms, messaging and treasury management instead


Can't think of a better habit of the mind than gratitude


Longevity is overrated. Imajin 90 more years of this type of crypto price action


Neither is a particularly good idea. Be kind


Do nothing September in crypto markets


3 more weeks before Dubai is Barcelona. Pretty dusty, hot and indoorsy rn Basically after T2049 and Breakpoint


@Taran_ss @opensea Batamask every cycle brother


@akshaybd crypto is littered with epic web2 exec hiring misfires. In those cases tho anecdotally, prior startup, founder or startup failure experience made things much better


@DooWanNam @mrjasonchoi CT is day to day miserable but we are in a 5% rate env. It can suck for a bit but on an insto LP time frame, sooner or later macro will do its thang


@lookonchain Pump foundation


@SpheronFDN


Optimists may be disappointed at the end but Pessimists suffer for days and weeks in anticipation Its a surprise that pessimists haven't become extinct. There must be environments where pessimism is still an evolutionary advantage


$SOL and $ETH dropped about the same % in August inspite of ETHE You can't tell from the TL


@internbrah Man's search for meaning


@ayyyeandy Looks unbiased


@0xCygaar Make L2s buy ETH


Next time the coin nihilists on this site pick a fight with a 14 year crypto campaigner like @VitalikButerin for a tourist like Iggy... ...Sell


Biological intelligence has evolved towards bigger brains AI has evolved towards bigger models Will models continue to get bigger or will there be a new class of models that are less centralising? Is the first part true tho @RichardDawkins?


I wonder what the aggregate sleep debt of the crypto industry is and whether its growing faster than US national debt


The biggest personal cost of transitioning from engineering to bizdev is global travel to attend conferences


Ya wen gud time comes, tokens that have been around and done the work of building memes, traction and community will moon


Modern urban living misses out on cows... I grew up with these chilled out beings that just graze and chew in a kind of deep meditation all day, all year, all life... no crypto twitter in their lives, just enormous peace


Work from home is super overrated for extraverts I would rather work from coworking, cafe, conference, airport, hotel lobby, stadium, music concert, cinema hall, ambani wedding, a stable full of horses, cow farm...


@ConejoCapital @robotventures @tarunchitra @rleshner @hal2001 @0xmadisonn The basement! Congrats


@matthew_sigel I think Eclipse SVM is a large share because of block streaming


More serotonin, less dopamine


@TheEylon @mattigags @Fiskantes Can't draw long term conclusions in 5% env


AI


What did Jerome Powell say about when he will launch Berachain?


@0xErod Exactly


Recognise and reward people who champion the cause online and offline without asking for reward. Thats how manlets are made


The yield must come from within


Eigenlayer community should get 0.2% advisory in ethereum. Its the coolest, vibiest bunch that do and say gud things


Dispassion is measured by the quality of one's sleep Its the ability to let go of cravings and aversions and rest deeply, to recharge and thus be fully powered on Dispassion is how passion is sustained for a long time  ( work to do in this area )


@BanklessHQ @cryptopunksnfts @WPeaster Yes


@lex_node @JimmyRagosa Ser thats Cobie. I am pleb


@JimmyRagosa Why would I not have a bag in stuff I am bullish on?


@inversebrah Hedging tail risk


@rleshner Induction


@0xkenzi @0xbeaconcom +1


Mr @rleshner changed my life. I lost 5KG just by looking at him


@hotpot_dao >> financial nihilism the boo Yes


Infra sector: I am most bullish on AggLayer, Monad, EigenLayer Avail, Movement, Megaeth, Fuel and Risc0 for next year in no particular order App specfic: I am most bullish on AI*crypto, Depin and Defi ( as rates go down ) sectors in order NFTs will surprise big in low rate env


@pseudotheos Sounds bullish


@Mikey0x_ Just before US elections are over


@franciskthomas Only if theres an ondo coin


The inventors of ultrasound money are advocating for enterprise blockchain Bruh I used to eat, sleep and breathe that thing for five years. That whole sector is worth $0 today Meanwhile bat and speaker emoji is worth $350b  ( I was asked to undelet this )


@cz_binance There's no second best


@waverune Maybe this is a gud use of rpgf rpgf it @binji_x


I feel attac by this tweet


EF needs a public communications and brand police person. Do they pay well over there?


@Arthur_0x @CloutedMind @dankrad Even NVDA is more than 20% memetic value if you go by PE. I am sure EF has a diversity of opinion on this and Dankrad ser's opinion is 1/300


Gary Gensler thinks my NFTs are going to be worth a lot and increase in price by the managerial efforts of others I am inclined to believe him


Its a pendulum - like bundling/unbundling


OpenSea should be thrilled NFTs are a thing


Selling an unused dappnode half price $800 (staking w lido and rpl instead)


@0xDeltaHedged @Hadronfc @sandeepnailwal @sunnya97 We love ya back ser. Keep vibin' keep shippin'


King tier builders coming to @hadronfc


Bad news: crypto is akshually in a bear market Good news: Its a 5% interest rate environment so zero revenue assets have a lot to look forward to


@0xNandosama @DCbuild3r @musalbas At least one more cycle


@DCbuild3r @musalbas Skipping conferences is the first sign of success in crypto. This is when you don't feel the need to get that next deal, the next investor, the next alfa or the next self promotion opportunity


@rushimanche @Web3PortFund @Move_Collective


Your net worth is in the hands of this man


Wisdom is mostly obvious things that are simple but not easy... eg "the ability to enjoy what you do have is more of a wealth than how much you have" Imajin


Dubai floods of Token2049... so many cars totaled. Ours took three months to repair Wao


@VitalikButerin @zengjiajun_eth You missed ConsenSys ser


Next time anyone from Europe fuds Dubai... the safe word is Durov


@TrustlessState @RyanSAdams Wher


@bowtied3hbt @VitalikButerin Heaven is no fun... we must all do our duty in this messy world


I dont mind if @VitalikButerin ser starts bullposting Solana or XRP or Polkadot. I am just happy he's also poasting on X where the masses are and not just on that other norcal-brooklyn soylent app


Speak bullish truth... India's equivalent of the Old Testament...


I am starting to think Yoga practitioners have a big advantage on the long distance flights <> Hotels <> Crypto Conference <> Jet lag circuit


eth's product roadmap should be defi centric - fit for secure fast cheap defi is the ultimate test of PMF for L1s and L2s I will die on this hill and become a  ( cc: @aave the  )


@torabyou Sometimes coach Ferugsson needs Beckham to not seek attention and just play


Never lonely or idle - kinda blessed in a way


So @VitalikButerin made defi the hottest topic in crypto again... ... and you are upset anon?


Vitalik is not anti defi fyi... he just wants to see moar innovation than the hordes do... thats called leadership


@0xHushky Spiritually also


I have learnt from working for some of the best crypto founders that the secret of building great things is serious people having fun


Do not judge a founder or their opinions by their token price but by what they have built. Vitalik, Anatoly, Stani, Hayden... are the same people they were at the pico tops and the pico bottoms Challenge level: impossible for CT but founders must learn to immunise themselves


My crypto coach Durov's crypto coach


@SmokeyTheBera Isnt that you Smonkey?


@CloutedMind Anataly


@dabit3 Jerome Powell


Vitalik upon realising what finance looks like without regulation


@MikeIppolito_ Ouroboros is Cardano's consensus no?


@PyVitor @ethereum @farcaster_xyz Agency idk but the best coin ppl ...


Imo @ethereum foundation should bill @farcaster_xyz $1m/yr for the wholesomely -EV social layer migration and spend those dollars on the twitter, youtube, discord and 4chan battlefield


@pmacaverse @Eug_Ng @VitalikButerin If people combine leverage with a high vol asset thats kinda gambling - not sure defi is to blame for what follows


@pmacaverse @Eug_Ng @VitalikButerin Yes. Theres a trade off there and protocol solvency/avoiding bad debt is important. I'd like to point out however that cefi liquidation engines are often worse. convenient price movements liquidate perps traders all the time and its a nice source of cex revenue


@pmacaverse @Eug_Ng @VitalikButerin Liquidation engines are necessary for the solvency of protocols in a permissionless environment. Central clearing or liquidations... choose one


Missing one crypto conf in a different continent extends human lifespan by at least one week


@QwQiao Unquestionably bullish - protestantism furthered the cause of science and naval exploration


@mrjasonchoi This was the original bitcoin thesis before bitcoin defi, bitcoin yield came along lol. Yield is just the price of leverage


@lex_node Yes but let him think and say freely what he thinks... no one can stop Kain from building what Kain wants to build


CT should be happy Gensler isn't holding Durov


@AndrewCapasso_ @VitalikButerin @0xstrobe @llamaonthebrink @tarunchitra @Arthur_0x Yes but defi deserves its pride of a place in all messaging and eth events like Devcon. Its fine to say we want other types of apps also while giving defi its due


She needs somebody to tell her he's a man... ...in finance  - Bryan Adams


DePin is one of the few examples where we are putting DeFi to work in the real world...


@KyleSamani Correct. Depin is a good answer because it offers a real economy with sound economic logic built on top of defi. Happy to see @0xPolygon and Solana leading in depin rn


@matthew_sigel gud buk


Economic security is not a meme: likely co-inventor of Bitcoin... @sreeramkannan @aeyakovenko


@cmrncnrd Well to be fair there's Brian also


Lets not treat @VitalikButerin like a religious or parental authority whose approval is required for others to do what they want to do. Ser is asking the right questions Meanwhile the only man building a real economy on crypto rails is ... wait for it... @justinsuntron


@VitalikButerin @0xstrobe @llamaonthebrink None of that seems specific to crypto... the issue isnt with defi... just need a goods and services economy on top of defi cc: @tarunchitra @Arthur_0x Welcome to my thoughts from the ICO collapse era


@Madhav_goyal_ @ArtofLiving Ya. Its just one long weekend


Four days of silence and meditation at @ArtofLiving cured my growing despondency about the progress of our space. So many good things are being built by so many creative people... easy to lose track of that in the noise Should do this every 4-6 months


@aeyakovenko Ser your California is called New Andhra Pradesh... ask Satya


What some American founders like @bgarlinghouse and @brian_armstrong seem to understand about US law and culture, and foreign founders don't is that the American way is to go down fighting like John Wayne, not self destruct in fear Meanwhile non US projets continue to seppuku


Re Durov, its quite a difficult recognition for the peacetime zoomer generation that civil liberties are the first target of war - but millenials were there for 9-11. We saw


Defi is imperfect and messy because Fi is. People who never worked on wall street have qualms about casino but entire banking sector is a complex and giant casino - but theres no progress without it Why do we think it takes an entire library of Alexandria to regulate finance?


@mdudas Just add new to every place name and thats America


Defi is... the... use case. All other uses are defi multiplied by something eg ai, depin, social...


@gadikian 50 bucks Vlad has the chats


Vitalik's opinions about ethereum and ethereum adjacent projects, defi, sustainability, etc etc should matter less ethereum is belong to everyone. Time may be coming to let go of this public commons Let the man be and become ethereum Satoshi over time


This may not work for everyone but something as simple as skipping dinner seems to help a lot with the quality of sleep, energy and focus One of the many life hacks from ser @navinblockchain formerly of xrp


Whichever lawyer had to go for Sreeram ser to start tweeting again... ...don't come back


The Durov situation is about geopolitics, not cybercrime


@simransaidwhat Yes, try the Sattva app on iOS. Cardio helps


When fighting a battle, keep both feet on the ground even as you keep your mind above the fray This message belongs on Farcaster


Bring @ethereumJoseph back...


@Fiskantes Which part of war... is not clear to folks


It'd not be inconceivable for US law enforcement to use European agencies to go after strategic targets eg Telegram Durov and Tornado Storm. No need to deal with US legal protections... just outsource the work


In case any of you have been involved in a compliance snafu, just close two eyes


The EF is the best among Swiss crypto foundations. Just that most Swiss crypto foundations are UBI for work life balance


@lex_node True cypherphunk tech was never venture investable. Gotta go the bitcoin/monero way for dat


Ah! Dubai. So good to be back in the first world... ...from London


That is the right question. One would hope EF is now hiring those silicon valley mortals called product and engineering people


@wmougayar Its a nothing number compared to many ded L1 swiss foundacions over the years


@TrustlessState @sreeramkannan ... and conversely


Which professional ETH fudders have got a table of annual L1 and L2 foundation spend across chains


Bullish return of @sreeramkannan to the airwaves...


$100m/yr spend for EF is not a big number at all. So many NFT and web3 gaming projects spent more in 2021, 22


@mdudas @ethereum It'd be useful to see that in the context of how much other L1 and L2 foundations have spent in the last 12 months. ethereum is a kinda big project with tons of research required to deliver a globally scalable modular blockchain thats also fast and cheap.


@dabit3 Builders creating new and interesting things seem rather fine. Day trader's life is meant to be hard


I am quite intrigued by @StoryProtocol - the round/val is way too big for me but if a venture bet doesn't make sense to most people, there is usually something there worth looking into


Durov's arrest should make Americans feel very fortunate about Section 230... Oh Europe, pls turn around... this is the wrong direction of travel


Everyone should meditate, but busy people in particular should meditate. Its the deepest rest we all deserve


@IAmNickDodson @rushimanche fosho and the other guys in the team also. its a self selecting bunch of people who take their work super seriously but not themselves too seriously


As an angel @rushimanche was the easiest founder to bet on. Cool, calm, collected confidence, a sense of who he is and just good vibes and single minded gmove for leading a movement. Kinda guy you dont mind where it goes. You just want to be with the guy on the long journey ahead


@vyas_krishnan Vyas, the author of Mahabharata


@Austin_Federa CT vibes yes. Builder vibes are leading


@Taran_ss Its $USDT not $TRX


@mrjasonchoi Elections will end before these launch


Bengaluru is like ethereum. Some of the finest, greenest urban living spaces here connected by nothing. Needs more metro agg layer


@AravSrinivas Just don't. Stay with the core. Wen you have way too much money like google, do strange things


Next defi summer on ethereum will heal all of eth ecosystem's pains and its coming in a few weeks or months @kaiynne is bang on. I have seen a few ecosystems that deprioritised defi and suffered heavily. There's never going to be a winning ecosystem without defi as priority 1


Invest in founders who will still be there building with a token in the market and non zero cash runway when bula comes around Most crypto venture losses come from founders who quit, rug, spend all the money, have an internal conflict about crypto tokens or excessive fear of reg


@rushimanche @FortuneMagazine


Gratitude to @The_Zo_World for the wonderful hospitality and vibes. Love the product, the energy and the community


@rushimanche grit is it


The "what about me, what will happen to me?" loop in the human mind is the ultimate prison


Love the design and vibes at Zo House


@olshansky Only during T2049


@bidhanxyz just reminding myself as always


Bengaluru


@moo9000 Coconut is a slur of endearment


@mdudas Enterprise blockchain survivor reporting


@0x_RWA He wont stay a week after Trump is in office. There's the law and then there's tradition


Gensler as Treasury secy under Harris is currently fakenews but its not unlikely. That said its retardio to sell your coins because of that possibility. Courts have defeated Gary often and courts will continue to do so


Its not btc, eth or alts that are making people depressed on this app. Its the rampant financial nihilism of memecoin mania where people have anchored their life on "I will make x figures and get out" Thats an awful way to live a life thats simultaneously too short and too long


Ser @sandeepnailwal is BD university


@naruto11eth Just a reminder to myself


@gane5h Yeah I have one of those. A small team from India who think Garry is keeping an eye on them


In the long run, results happen not so much from the amount of effort the but the quality of decisions Good decisions are made by a mind at peace. Bad ones are made by a mind in the grip of panic, fear, anger and such


A token is a whole other product that needs a lot of effort and energy. Don't rush into one unless the opportunity is just too good or the product simply needs one to hit mainnet


@dor1s_ @FunctorNetwork @SecurityLabs Congratulations Doris


nobody will remember: - your salary - how “busy you were” - how many hours you worked - your PnL - your net worth - you live a little


Low Gwei on eth L1 is good. Ultrasound money was a silly narrative. Forget it with haste


@buffalu__ @MaxResnick1 Product, product, product


@rushimanche gmove


If the India govt ever changes their approach and decides to regulate and tax crypto sensibly and fairly, the internet up here in the hills has gotten pretty good


Whirlwind New York, London, Bengaluru ( tomorrow ) and Dubai in four weeks. @Hadronfc must be a particle accelerator


@ac_crypto Same. Some people metabolise it better though


Powell has to cut in Sep. He's out of time


@Kautukkundan Dumb terminals era of blockchain. People complain about inframania but the infra needs a massive upgrade


1GWEI on ETH L1 was kinda the whole idea of scaling via rollups. Why are people fudding?


@Mudit__Gupta Who are these people lmao? Having done a lot of BD with lots of other BD guys, I don't think most BD guys do this.


@maxmaximalism I miss it :-)


AI will be like the web browser in 10 years max or so. Just how things are done and you don't even notice anything different. This is not a glamourous description but that's how the world normally pans out


@veryVANYA 100%. The challenge now is finding and aggregating enterprise data and training the models to perform adequately for the relevant business process


Dubai is very underrated


I asked a senior exec at an IT services firm where AI is making the greatest impact in enterprise. They said its generating a lot of consulting revenue for them though long term they expect LLMs to be integrated into operational workflows


I disagree. A CS major is fantastic grounding to work in almost any other field


Wao there are 23 IITs now from 5 in the early 00s.


Consumers are not in crypto or outside crypto. Consumers just wanna consume and if crypto makes smth worth consuming they will


This is my next airport. Civil aviation is taking off in India and this is what progress looks like


How to make a sensational news article about what was already disclosed right in the beginning by Omni and Altlayer...


Love @balajis network school idea... the man, the mission, the myth continues to grow


@ParikPatelCFA @AravSrinivas @alifarhat79 His product is quite useful tho


One of the core anxieties of human condition is the desire to bring the favorable future into the present and to prevent or avoid unfavorable futures. Its simultaneously the driver of progress and pain. The key is to turn this drive into constructive action and not mental illness


Its time to stop caring about what @VitalikButerin does with his ETH. ETH will be fine even if he owns zero crypto and so will he


@matan_si Yeah eyeballs


The flip side of attachment is fear. We fear losing whatever we think our lives are built on - money, career, relationships, fame, success, health, youth, good looks, admiration of others etc. That fear is what ties us down in regrets and living the very short life we have here


Tradfi will slowly buy all of CTs ETH


@Jskybowen retail can't handle vol. retail wants trend up


@matan_si @skesslr I guess every major project needs a mert to fight rumours, innuendo and negative characterisation of straightforward events like this


tl;dr: people love to talk negatively about popular projects. no one pressured anyone for airdrops. 44 people got $100k contributor airdrop give or take at peak prices but most didn't even bother to sell it.


The most important layer is Binance layer and that layer is coming back Sep 30th


Its quite telling that even the traditionally pro democrat NYT and Wapo are not keen on Harris


@NFTMystic1 Gourd


The worst summer in crypto was when I used to do private permissioned enterprise blockchain for a living Now there's a sine curve between euphoria and despondency but now there's hope


So much life in this part of the world


Kamala Harris can make coins go up just by talking... this is not priced in


@TrustlessMike not just competition


@farokh Food is also good


@FigoETH Much sooner. AggLayer V1 is this year, V2 is Q1/Q2.


My new cycle resolution is to make and reconnect with hooman frens from other walks of life outside crypto - in my case science, yoga, music and trekking I recommend this to anyone who wants to contribute more and better things to crypto


Trump just needs to get Harris to talk, and he wins.


General pessimism on CT is bullish just as CT Euphoria was bearish


@ks_kulk cryptography 100% has offensive capabilities ser. Imajin Kim and Putin planning tings


@razacodes Incentives are partially aligned


Why are you, a supposedly grown man, debating what ethereum is instead of bidding $ETH?


Don't draw too many long term conclusions about one of the riskiest possible asset classes in a 5% interest rate environment


They taught us quite a few case studies of good management in B School. After some years in crypto I think I can write cases about what not to do. Purely based on whats publicly available on CT, Algorand foundation would definitely be a whole book about what not to do.


@neymarind2003 hometown


@kylascan Now do pump dot fun


Really need four days of silence and meditation


@DegenerateNews @realDonaldTrump @Polymarket Someone's tryna moon our coins


Just found out that the clinical Hindi term for autism translates loosely to self absorption. There's something to be said about where autists spend CPU time - abstractions, internal processes, thoughts, feelings and ideas vs external cues, interactions, objects and facts


If you are a crypto guy getting annoyed by price and rent controls in Soviet America, move to Dubai. Here you can buy as much bread, fish and vegetables for your family as you want, whenever you want cc: @0xMert_


Even decentralised AI is centralised in SF


gm


I don't think anyone cares if L2s are ethereum or not ethereum. Users just want to move assets around painlessly and use apps and traders just wanna trade... aggregate


If Harris actually wins BTC and ETH will be the only US spot ETFs for a few years


SEC to instos filing spot ETF for SOL and other coins without CME futures


@moo9000 Looks like devs didn't think it was a thing - many didn't even bother to sell lol


@0xRickyW Jony Ive is in there


All of $100k/Eigen employee contributor airdrop. 2/3rds not even sold. So much noise on TL for the nothing  CT deserves Ansem


@lookonchain @CoinDesk Nothing


A friend told me they thought I had already retired (a) No I have not "made it". Thats just the vibe (b) Work structures and focuses mind, time and life and is a source of all good things in life. Never stop


Gold is an inflation hedge


@murtaza This is not bula. Bula can not begin before CZ is free


A US recession seems increasingly unlikely but how do governments and sellers keep finding moar BTC to sell?


@ashwinho4 @farhajmayan @KAST_official I saw people in Turkey pay for coffee w USDT. It all depends on the choice of market


The tl;dr I got from the @eigenlayer blog is that some EL staff were listed as contributors for contributor airdrops by some avs-s in addition to a lot of other contributors to those AVSs. To address this, the conflicts policy was updated and published in May. Back to work...


Be kind to yourself


@_ali_taylor Anxiety


@gadikian @valardragon @badcryptobitch @cryptodavidw I said tendermint is the best multisig


@gadikian @valardragon @badcryptobitch @cryptodavidw Wasn't me


Looks like the Feds are selling. Stop fighting.


Can't do KBW this year  one conf a month tops for now


@matthew_sigel He might have been... I wont say it


@AvailProject gunify


Bullish attention on Eigenlayer


We don't


@Evan_ss6 Cant buy crypto on most credit cards


@iamDCinvestor Why dont we see @lookonchain look on other chains


The main issue with crypto4Harris is that dems are currently able to raise gangbusters money like a 2021 web3 gaming project even without crypto contributing a dime. crypto has cash but it's not likely that crypto has many single issue votes in America so alignment is challenging


Logging out of CT through the chop can save money and mind alike


Everything is priced in but only in terms of a-priori intersubjective probabilities Shit might happen is priced in at estimated probability P ... but if shit happens, it will be priced in at probability 1


@BrrrStarknet Only in terms of probability lol


@ashwathbk Time horizon things


@Guru_BCUBE How it works with innovation is that smol innovations, including failures, add up to big things. We remember LLMs, only specialists remember convnets and energy based models


Slowest it's taken for @EFDevcon tickets to sell out. This is because of side events. I bought one because I love what OG @JuanLlanos calls lobbycon - stand at one spot inside our outside the main venue and vibe with all the cool passers by


What to worry about if you like worrying about macro: Global commodities US Consumer credit China home prices US inflation in key categories Gross US/EU national debt


@Guru_BCUBE There's aktually a lot of innovation going on. The issue is we expect instant gratification in tokenland. ETH is ten years old, SOL is six years old. ZKEVMs are four years old. Builders gonna build. Traders gonna trade


crypto VC fatigue is because most of broad categories of ideas that came through in the infra cycle are now funded and being built. It will take some time for those projects to mature and deliver on their promise. I like the direction @alliancedao are taking by incubating apps


Chop can't hurt you if you don't look at Coingecko and log out of CT. Bera will hurt you even if you don't. Let's have faith in JPoW and be grateful for chop!


@mdudas OpenEden is my only RWA bet so far and they are brilliant


If you like what you do, chop markets are not so bad. ETH $88 and SOL $8 sufferers will take this $2800/$140 chop in a heartbeat


Most humans need a little bit more than number go up to get excited or inspired. Memecoins aren't that but some application areas such as DePin, DeAI and DeFi hold significant promise at different time horizons. Core crypto infra eg generic zkVMs and modular chains also need time


When Eric Schmidt was running Chainlink, no one went home early and the token did quite well


@GwartyGwart Hey! I am here


Its been all downhill since Trump hired the lawyer-VC guy from Yale


@udiWertheimer no


Every time I see a big bitcoin purchase announcement,its either Saylor or some insider like Marathon digital Every time I see a big bitcoin SALE announcement, its a government ... yet ppl fud ETH. ETHBTC should be 0.07 already


@Jebus Sheila Warren


ngl, sometimes 21m bitcoin feels like way too many


@0xMert_ I thought you are one


@MikeIppolito_ me


Ignorance is attachment to the impermanent. Wisdom is the removal of ignorance by bringing the permanent into experience


Ser is such a learned, wise and humble superachiever. Inspiring figure


@radius_xyz @swellnetworkio @symbioticfi Congrats


@EMostaque It appears blockchain can't change humans work but humans can change how blockchains work


@iamDCinvestor Incredible behaviour... low liquidity, weekend, no OTC


@JimmyRagosa ... to buy


Thailand having governance issues before Devcon


Must be the only Indian dude in the global private sector ex google to refuse to work after 6pm


NFTs will make a resounding comeback when T bills yield 3%


Thats how the poor become rich and the rich become poor


@_omgnicklachey thats the motto of the entire retail banking industry


@mdudas @BallaTheSenior I am not. Mafia memecoins happen on eth too. sol being fast and cheap reduces the cex dependency. I am also confident the pump guys are just software guys offering a tool and not involved in such activities themselves.


@ecent18 @mdudas Same thing happened to tradfi also when big banks sold WMDs to what they called "widows and orphans" - occupy wall street etc... pendulum things


No one has done more to modernise ethereum culture than Solana has. ETH is going from millenial collectivist Europe to young capitalist America and its going to be fantastic


If Paradigm is deploying reth on big hardware... that is hardly a surprise


In a space where everything is so experimental, we should be careful not to be too quick to declare things dead


Trump would win with 69% of the popular vote if Kamala Harris moves to Farcaster


@mdudas Memecoins are fine but predatory memecoin mafia is a market failure. Thing about market failures is that is that either markets will take care of themselves or the boomers will have to take care of markets


@Barchart Do they ever?


I learnt a lot about B2B SAAS by getting liquidated for 5% of my liquid portfolio and you can too


Will be funny if the democrat SEC sues @adamscochran for shilling some coins


@akshaybd Bro that much makeup and hair product can not be carbon neutral


While you are buying pump dot fun shitters, the legendary trader Don Wilson is buying $ETH


Re Starbucks. Hey guys, lots of Indian CEOs are good but it doesn't mean you can just hire one from McKinsey!


Still can't believe NFTs cost the Starbucks CEO his job


@torabyou Now you know how -EV Vitalik's migration to farcaster was


Shared sequencers will be more than fine once US interest rates go down to 2%. All folks have to do is not spend all their treasury before then


CT marketers should market their products and tokens, not themselves


@jillrgunter interest rates too high


Pump dot fun is the Golem of Solano


@Arthur_0x @jbrukh I have done that gig at . DeFi hype will come back when DeFi yields more than T-Bills @rleshner is DeFi's man


@santiagoroel Tim McGraw - Indian Outlaw


@ApexFusion


Meditation + CBT is the best therapy for most people except in cases where medication becomes necessary. In those cases also meditation + cbt accelerates healing


Parallelised EVM glut followed shortly after the serialised EVM glut shows again that tech gets commoditised rapidly and product + community is key


@TheReliableJobs @tusharlog


@0xWinged One day, the Golem seller of Solana


@kylegordonart @gmoneyNFT @Hadronfc @0xPolygon Yes


@soby0x Inshallah


Next May 14th, I am selling everything in my liquid portfolio and going away I think about this every August


No real chance of sustainable DeFi pump until treasury yields drop... but then rates will drop considerably over the next 12 months


@Crypto_Texan rotation TO ETH. Be clear


@0x_Abdul Priced in


ETH


Would be fascinating if Huawei breaks US/Nvidia death grip on model training hardware inspite of ASML monopoly on transistors/sq mm


@R89Capital ... or realising there's no such thing as making it and enjoying the work


@Arthur_0x DeFi has many other names - gaming, gamefi, social, socialfi, other types of projects eg DePin and LRT and some ai*crypto projects also have a strong defi dimension. Rate cuts are the critical factor in tvl growth - as low rates will help make DeFi yields more competitive


If you use multiple DAs for the same rollup and some of them have a different transaction order than the others, which one is valid?


multi DA could work w say two DAs but any more sounds like farming


The @AvailProject ecosystem is growing exponentially


Even Trump is tweeting after sinking in polls and you think you can make it as a crypto founder without posting?


The biggest challenges facing crypto today are not tech, use cases, infra or apps but high interest rates, risk of a US recession and Elizabeth Warren


How in the land of pump dot fun rugs did GG choose Uniswap to go after?


What is a Trumpon?


@0xMert_ Top KOLs: Bitcoin, Doge, Sol


@icebergy_ Thats what happens wen people sell


@MikeIppolito_ ...or bull market...


@timdaub no pls share


crypto is now simply s&p beta


@ayyyeandy The solution to exactly that is the @AvailProject unification thesis


@thedefivillain Power law - beautiful


@TravisBickle0x I am better without Coffee. rest idk


@0xMert_ Bro you benefited from that


This man's name is Huge


@eth_sensei Each trader is different


EIP 1569: burn ETH anyway, even if there are not enough transactions


@aeyakovenko Thats a lot of economic security for Dems


@Pledditor @monad_xyz He was a dev/builder at Jump, he's a builder now


Sui is a well engineered blockchain


US consumer credit is a powder keg rn...


Its not over till Mert, Santi and Burniske shill SUI


The KOL world is now divided between have SUI partnership and the have not SUI partnership


@0xJarod @Polymarket Idk but Kamala is not our KOL, Trump is


@Aeloxcom It the default tether chain


Tradfi saved ethereum. Now dot eth husbant s will be ok


@IamNomad And Luna


You either live long enough to be a great computer scientist or die hiring KOLs to shill your coin just before unlocks


Judging in theological terms by use case Karma where say wanton casino is bad karma and payments is good or neutral karma, Justin Sun's Tron blockchain has better chain karma than the others


Re SUI v SOL, people use SOL - mostly not for anything good yet, but people do use it.


@0xMert_ @0xWinged What are the facts


All Trump needs to win the election is a debate where Harris talks and he doesn't.


@InvestingCanons It depends


@Rewkang I like macro/market level Kang but ticker Kang is not fun


@Melt_Dem That regime change business has gone quite badly in Iraq and Afghanistan. Fixing the US regime might be higher ROI.


CT can be fun but it can also be a very stressful place thanks to the day to day swings of emotion. Consider a refresh, recharge and reset if this is you


@lex_node I'd not take health advice from a lawyer just as I'd not take legal advice from a doctor


@colo @0xPolygon @DablClub @ajaypv4 I dont have any opinion on this yet. 0 followers, 4 following on that twitter account


@rushimanche


@R89Capital Macro > Kamala. As long as there's no recession, rates go down and liquidity goes up, numbers will be ok.


Elon's difficult history with English women eg Grimes makes this arrest quite unnecessary


@GwartyGwart Retail is coming via ETFs right?


@KyleSamani Yeah the research influences are more Xerox-parc, Cosmos or European but it will change now, esp on L2s. Competition is good


@KyleSamani Its got Berlin/Swiss/Brooklyn origins but I'd not say its anti SV at all. The OP/Farcaster/Coinbase alumni are very SV heavy


@LucaNetz We comparing equity to equity hopefully


@Evan_ss6 QE was the real gamefi all along


@bryan_johnson @immanencer Its not the eventuality of death but the experience of life


@TrustlessState The power of social media ser


I bought some SOL yesterday Thats why I think it may have topped


same for coins


@iamDCinvestor Bullish = fact, Bearish = scam


@tunguz They took away HIV and Cocaine - good for you


@nigeleccles As always, the other unintended contribution is the un-product: boom in casino lottery-rug memecoins like BSC 2021


I want live @twobitidiot cam on election night


Solana's contribution to crypto is the very silicon valley notion of the supremacy of product. You can't forever just publish research in blockchain Latin or Sanskrit, get an endorsement from the OGs, and launch a token worth billions


Coinbase at $50b Trumps wins $1T is possible over 5-10y Harris wins, could be 20, could be 100 tops No one has higher stakes than Brian


@hasufl CLOBs work well for high liquidity assets


London is amazing in summer but in comparison, Dubai is so... developed


@uPeterKris Lifestyle changes will always help but for severe burnout or PTSD, it's true that professional therapeutic intervention is required. 4-7d vipassana every 6mo-year can prevent burnout as well. I do @ArtofLiving four day course a year


In my experience, the cures for burnout are Yoga, Pranayama Breathing and Mediation. Eating light, exercise, sleeping well and eliminating alcohol, coffee and other socially acceptable or unacceptable toxins also helps enormously


@abhitejxyz @Hadronfc


@jlldavies Strategic alliance


One conf a month @hadronfc for the rest of 2024: Sep: T2049/Breakpoint@SGP Oct: Permissionless@Salt Lake Nov: Devcon@Thailand Dec: India Blockchain Week/EthIndia Can't stop, won't stop  vibin'


Is there Depin for therapy?


When is the CPI coming in hot?


Exhaustion from memecoin grifts will pump deep tech alts to the levels where they belong You're not ready


$AVAIL


After they rug enough retail, Solana memecoins will go where 2021 era NFTs and 2024 era ordinals and runes have gone before Maybe 3-5 memecoins will become punks and madlads. The rest will be displayed in the museum of digital grift and scams


I refuse to accept Kamala Harris's lead on Polymarket as real. She's not my KOL. He is


In crypto, the purpose of a fiat bank account, gold or property is to save your money from you


@nelsonmckey @Polymarket @VivekGRamaswamy Old man probably needs therapy. He just took a bullet to the ear and he's no soldier


If blockchain researchers research applications, they would realise that all blockchain applications are DeFi in one form or another


@aeyakovenko mamil?


@koeppelmann Anything of high value eg cryptopunks or insto/blackrock funds. Most L2s are currently upgradeable multisigs


@shaunmmaguire Magna Carta


@investmish Buy & Hold is for indexes


@sunnya97 Masters in Law?


@GwartyGwart Now do Uber on the blockchain


PRODUCT


Whats going on with Elon? Is he missing the Apartheid from when he was a kid?


@buchmanster BD is hopefully there to find users for the tech


@binji_x @movementlabsxyz


@GwartyGwart Who was the first? Pelosi?


@0xngmi @dabit3


Trump might need to replace Vance... at least that'd be my bet on @Polymarket Never too late to bring on an Indian CEO in America. @VivekGRamaswamy is where its at


@NTmoney Ser but Trump is our KOL


@CloutedMind I go do four day silence and meditation at @ArtofLiving - refresh, reset and reenergise for another roller coaster of euphoria and pain


@joeykrug @emmarosepb Congrats!


@zengjiajun_eth There's no stablecoin regulation yet


Bitgo handing off WBTC to a non US entity controlled by non US persons is probably a securities law thing


@0xngmi Probably a securities law thing to move WBTC offshore to non US controlled JV


@zengjiajun_eth Stablecoin/AML regulation can hobble all coins


@Polymarket Who filed the Kamala ETF


BTC, ETH and other coins/chains arent each others problem US economy and regulation are every coin's problem


Celsius is now like an evil spirit from exorcism movies that tries to suck the life out of the finances of former customers and partners


Never ever give family & frens unsolicited advice to: 1. Date or marry someone 2. Move countries or cities 3. Change careers or jobs 4. Buy cryptocurrency


@aeyakovenko @0xKawz Not seen new wallet stats but a segment of tech industry/VC outside crypto do and most support Harris


@btschiller @Polymarket Might have to wait till Nov


@TrustlessTooth @Polymarket Yeah either way


@aeyakovenko Just my opinion... its not clear what has changed apart from Harris seems conscious, unlike Biden


@TrustlessTooth Haha. Have some exposure for sure but crypto natives are not the widows and orphans of memecoins. We are on the street


The use of @Polymarket may be going from predicting future reality to influencing it by placing bids eg if ppl can make Kamala look like she has a big lead over Trump, she might even get one "price action is the best marketing"


Freedom... Wall Street had it too


Is Nancy Pelosi manipulating Polymarket? This can't be real


AI generated images will set an unrealistic standard of beauty for photoshopped supermodels as photoshopped supermodels did for women


@PyVitor Both need balance. As with Wall Street, and with crypto, history and the rest of the society have a way of making us wake up from our little bubble and making us aware of their existence


@Bryptoboss Witness, Exo, Spheron... few others


I think if Kamala debates Trump on TV, she looks vapid and he looks like an a... and America can make an interesting choice


No one listens to Yoda these days but if I were a manlet chain exec I'd not make dogshit memecoin lotteries my main brand - especially when there're so many good things being built and I want an ETF to get done Delayed gratification is a bitch and Joe Lubin is a very wise man


Depin makes sense Not all Depin projects make sense but Depin as edge financing of certain types of infrastructure definitely does An odd crypto use case example where making sense is bullish


@acityinohio First he came for Cosmos...


@JeffDean Legend


The cycle hasnt even started. We just got confused by ETF approvals lmao


@0xBalloonLover Time horizon things


US Universities + American values + Immigrants. There's no second best


@functi0nZer0 How much adjusted for ETHE


@freejarde 51% chance with him of long term bula. 11% with Dems or smth. I will take my chances


@jbrukh Top 20 US grad school education is invaluable as it forces immigrant PHDs to find something new and enables them to explore. Europe comparatively sucks in terms of academic freedom and cookie cutter PhDs. At least thats what I hear from my IIT colleagues.


Just spent 3 hours doing spreadsheets and realised I have a life changing exposure to US elections Ok no more ambivalent election jokes from now. Where can foreign citizens donate to the Trump campaign?


AltSzn


@mikedemarais They sold?


Re @balajis network state. Network states arent necessarily blockchains but social networks, of which blockchains are a subset. Its evident that the tech state with at least much power as the powerful nation state of UK is @elonmusk twitter


RIP Susan Wojcicki. You died young but you seem to have lived well


You need crypto to avoid being rugged by banks and dollars in your bank account to avoid being rugged by crypto


@0xBalloonLover There's an ETF approval there


For the record, I am not against memecoins. Memes are intrinsic to money. I am against the intellectualisation of greed and misconduct in the name of freedom.


Intellectualisation of memecoin mania shows that everyone has forgotten last cycle's excesses even before this cycle has begun


I think any reasonable person would conclude that a democratic administration won't be crypto friendly - it will be just four more years of Gensler and courts, but worse That said, having pump dot fun as the primary use case does not help governments be more crypto friendly


@udiWertheimer He went to a Bitcoin podcast


@0xJim Respect is for the person. Any legit job is ok


@GwartyGwart Decentralised AI is very upset with you rn


@IntrinsicDeFi @vaneck_us Michael SOLer


Biden giving huge grants to Saudi and Israel to buy weapons like its the Arbitrum airdrop


@twobitidiot No network state currently runs without US Dollar I am afraid


I love @vaneck_us's price predictions but I adjust them for their $ATOM price predictions


@Bonecondor I have said skeumorphic


US based Angels and VCs posting $SOL or other price targets... start campaigning for Trump asap


@santiagoroel @CatfishFishy The main issue is that the externalities, widows and orphans of memecoin mania will undermine the much more +EV uses of blockchain such as DePin. Lotteries currently are heavily regulated worldwide, and on a state by state basis in the US


@JimmyRagosa Thats why the meeting happened in da first place is my understanding


@JimmyRagosa Campaign finance, an all American institution. Same as industry do wid Trump


@JimmyRagosa More like... how about we gib you a big grant to stop banklessing crypto


@ParrySondhi Proof of riff


@JimmyRagosa Biznis is done by proposing and negotiating


@kuze0x @GwartyGwart Depin for electric guitars is where its at


Word on the street is that the crypto4harris date went really badly mainly because the crypto frens spent time unloading their grievances rather than making a case


Depin for electric guitars is where its at


@jdorman81 Low liquidity environment - and Jump chose a weekend


Here's a crypto use case @gwartygwart


@aviral10x means balls that never shrink


@StaniKulechov Been a while. Great to meet you IRL


Unlike other L1s, ETHEREUM is safe from Kamala Harris This is not priced in


@NateGeraci @matthew_sigel @murtuza_merc Solano is gud blockchain but sol ETF filings/expectations are what apes call a "scam pump"


@secondcycle_ @Polymarket Well can't they predict bullish things


Old ghosts club


@DCbuild3r @Jskybowen @PrimeIntellect I don't mind you being rude. The joke is that lots of people in crypto like to think that what the *other* guys are building is useless


@DCbuild3r @Jskybowen @PrimeIntellect What if deAI uses a shared sequencer


@Polymarket Shouldn't Polymarket intern be supporting the crypto guy?


@NeerajKA Is there a @Polymarket bingo on who?


@Hans8948217128 Who didn't


@eshita There was a paper by @tarunchitra on a quantum electrodynamic treatment of hamster poking games


@GwartyGwart Time for VC community including Gwart to invest in Trump protocol 2.0 series B


Solana is a gud blockchain so it attracts bad actors. Last time SBF, this time memecoin mafia... life of a chain is pain sometimes


Was Cisco into web3 gaming?


Can Grayscale launch a SOL ETP... let manlets suffer next time what we have suffered


@0xMert_ SFYL


@sassal0x Bls bring ppl back from FC


@VFostel


@TivoZK Never goes down tho


@grahamfergs Yeah I have tried every few years. Never ends well. I recommend the zuzalu longevity option


@grahamfergs Nature protocol Investments available in health and good habits


One number always goes up... Your age


Max pain is not up or down. Its earthquake in Japan, war in Israel and riots in Europe


@basche42 @JasonYanowitz @keoneHD @SmokeyTheBera ... and how do you build, grow and retain a community through the cycle


@mist_XBT @Rewkang @cobie @mrjasonchoi Hmm... he called the BTC top and bottom precisely this time. I am not aware of the other calls.


KOLs in disbelief


Devrel is the most valuable form of BD


Moral of this recent volatility driven leveraged trader bloodbath is to never be fully out of stables, no matter how big the pump Its like Buffet knows something


@0xHushky @Rewkang @cobie @mrjasonchoi I have a day job and a half


Trump scions should make their wallets public. I am not convinced


@lookonchain Hes not selling


Signal through this volatility so far: 1. Warren Buffet 2. @Rewkang 3. @cobie 4. @mrjasonchoi Noise: 1. Full time KOLs without a day job 2. SOL to $1000 VCs


Akshually shared economic security is the same concept as the Golden Arches of Friedman. Thats how we will get world peace among blockchains


Stock prices seem to have reached a permanently high plateau


@maggielove_ At 24 different conferences


On CT, Polymarket went from the future of information theory to wut overnight as Trump started losing


Next cycle ( or this ) memecoin scammers will giga dump SOL on manlets just as ICO scammers dump ETH on dot eths Karma is a bitch


All bad things also come to an end. Memecoin mania will too


BD stands for Balls Deep


Vitalik fixed ethereum with that 32 bit thing wao


What a cheerful man Trump is but given the instability in every western european country and Israel I do not disagree with the WWIII bit


@zmanian @eshita Ser some founders come specifically to find VC


WTF is an Arbitrum shillfluencer doing hyping a memecoin rug on Solana lol


@TivoZK @ArpitGuptaji19 @Hadronfc @talianotnatalie I am in fact a RiscZero fan. The space is yours ser


@shawnwlim @AndrewCapasso_ Vance qualifies pre Yale


BD can work well w moderate ADHD, PM ngmi


@JimmyRagosa Its temporarily worse because of the unfortunate timing of the ETH ETF token launch


@AutismCapital Why so upset with Vitalik


Incremental deplatforming of crypto from banking is unfortunately a pretty global phenom at this point


Here's the 'good' thing about crypto, however much money you lose to liquidations, rugs and your own stupidities - there's always a dude not too far away from you who's lost 10x or 100x As a former risk guy, twitter trading desk is the worst trading desk I have ever sat near


@eshita Unless he looks like Tim Walz


@VladZamfir fax


@VladZamfir Cult left for the Farcaster commune


Just like having a lot of devs doesn't mean there will be a product... having a lot of bd people dont make something a business


@hotpot_dao @yilongl_megaeth Jon Charb's blog is a good read on async execution


@zerohedge KOLs in disbelief


@monad_xyz @redstone_defi Excellent projet and team


bwahahahahaha ... hello crypto twitter


@eshita ... or worse


@TrustlessState too much


@Jebus The jobs report was apparently a one off because of some hurricane


@luigidemeo No, then you double down


Two things you can NEVER make by committee 1. A baby 2. A half decent product


One altszn is all we need


@MikeIppolito_ Only BTC, Sol, Memecoins. ETH was last wk, maybe again next wk


@nigeleccles No one other than MEV guys like Bloxroute cares about value accrual. People just need to have a use for the token or the expectation of moon eg SOL utility as memecoin casino chips, all value accrual comes from that


Never make a movie or write a book about your achievements. Its the guaranteed top


Markets were so good under Joe Biden but all of you hatoors wanted someone fully awake How do you like him now?


@xkobaw @sassal0x Definitely fluent native Chinese. Settle for MaO of the DaO


@redhairshanks86 DeFi summer moved to SoL


@sassal0x Stalin was the one who spoke Russian tho


Tim Walz doesn't own any stocks. Oh wait, you mean like most working class Americans?


There's only one rule in crypto Stay in the game... 10k/100k/1m/10m/100m/1b more doesn't matter Its magic money, not real money Survive, have fun and build


@fede_intern @lita_xyz Straight out of Silicon Valley, the TV series


My crypto exposure is inside me, outside me, above me, below me, around me... the wise Yoda would not approve


@0x4Graham Side is side... main use of the chain should be front and center.


@cobie @VitalikButerin @SCHIZO_FREQ He's saying line is going up 2x faster than necessary


- Dems making peace w crypto - BTC and ETH ETFs are political risk free - US Courts ruling for crypto - Carry trade is unwound almost fully - US economy is strong - US Rates can only go down this year - thus reducing a risk of significant consumer credit shock ok


@moo9000 ETF thank god


Root cause of all eth troubles is community fragmentation not tech: almost no one in ETH has been shilling eth on social, only shilling their own eth based L2 coin, pursuing exotic first world pursuits on farcaster, or marketing sol by fudding it.


@0xMert_ Happened to SOL for years before pump dot fun lol


@jon_charb Every chain is a VC chain. Tim Draper and Pantera bought a boatload of bitcoin early and promoted it hard. Joe Lubin ser made a large early investment in eth and a lot of VCs market bought in 2016. We need eth people to pls talk about ETH


Farcaster, and not Jupiter or Pump dot fun is the most successful Solana app


KOLs were bullmarket tings Now its work™ szn


@jacobkxyz key opinions are bullmarket tings. now its work szn


@Shaughnessy119 @hotpot_dao


Jump's weekend dump was the real firedancer


@Crugcrypto @lex_node People use SOL even if its currently mostly for trading dogs


@TivoZK


@Evan_ss6 @sassal0x This week, I have expressed my regret and urged @TrustlessState to pls come back and evangelise ETH hard again. Whether the criticism was valid or invalid at times, eth frens may have silenced one of ethereum's foremost voices to our own detriment


Ser @_weidai makes the whole space better


no more conferences for a month for me


@tmnxeq SEC asked for $2B got $125m


@bgarlinghouse Congrats Brad


There's really no reason to be bearish on crypto after this SEC v XRP judgment Its really never been this good for crypto on the reg and legal front lmao


@lex_node The joke is that an XRP ETF is now unironically more likely than SOL ETF. Yeah life is unfair


Amazing how many deep philosophical conclusions we are all able to derive based on short term price movements


@mattyklein_ also 5% interest rates


SOL and ETH both will do very well for different reasons. At this point, the PVP has got boring


ETH fud has become a CT pastime. Buying


@NickPullmanEsq Traders gonna trade


@_bfarmer Doesnt matter. Harris is also making peace w crypto.


@moo9000 Good guess


@bigmagicdao In my experience, its quite bullish tho volatile


@moo9000 Maybe they tried to use it and got pissed off


@bigmagicdao Researcher in love is bullish tho


@iamDCinvestor His kids have found defi - please immediately go meet em and teach em aave, uniswap and synthetix


@ayyyeandy See you in Singapore brother


@ayyyeandy Its a 5% rate environment. We just forgot. Alts will have their moment, nothing lasts in this industry lmao


I wonder how many young people here will die 10 years sooner and 50% unhealthier because of onchain alerts on social media Ooooo china is moving PlusToken ethereum I certainly can't do this. Research, product and engineering people are so much more fun


@QwQiao Amen


Too much goldfish memory on this site as usual. We knew ETF will be bearish for ETH initially as ETHE unwinds The two critical positive factors over 1-3 yr horizon are that (a) there is no US recession and (b) Harris is making peace with crypto I am usually cautious but


I am in the right industry and I am grateful


Money is not real as is but crypto is the most unreal form of money there is


How does one block all technical traders in their feed


@0xMert_ Wherever he goes...


Dafuq BoJ doin' ova der


@ayyyeandy Buy bitcoin


So many of us have made so many personal sacrifices to well, attend crypto conferences


People who consider themselves lucky are people who have agency This is one of the many reasons why the best founders are ... lucky


@MrBUIDL


I think @ethereumJoseph should bring back ConsenSys solutions from 2017 to shill ETH to tradfi


The lord is not happy with memecoin trading degens. He floods every crypto conference including this one in NYC


@jon_charb How about, multiple concurrent proposers propose who gets saved...


@HashCurveKris @An_Old_Man @jstn Whats the empirical evidence for your statement that they beat other prediction tools and on what metrics?


@HashCurveKris @An_Old_Man @jstn Kris, what is your argument? Prediction markets cant predict better than random trials?


@Evan_ss6 Patience lol


@HashCurveKris @An_Old_Man @jstn Sports betting sites are prediction markets. They dont know that the match is fixed unless someone who has fixed the match can make a huge bet on the outcome without getting caught. It's really that simple


@HashCurveKris @An_Old_Man @jstn I am not following your argument. Prediction markets have one job: prediction. They are useful but without incorporating private information, they are not telepathic or clairvoyant. Incorporating private info is the main benefit of permission less crypto rails over betfair


Little Jeets Jump v Giga Chad Blackrock They are not the same size... Wait and see...


@HashCurveKris @An_Old_Man @jstn The main argument for prediction markets is that they can reveal private information. That can only work if the txns are private, confidential and untraceable


@aayushjaiswal07 1 meeting


@wiziswiz @movementlabsxyz Congrats


@yugoviking Mert is a CIA asset even looks like an assassin


SBC is the one conference that fills me with a lot of hope about what we do in this industry. Its as energising as the casino is exhausting


Matt Levine dissects Bitclout


ETH price can double using the simple device of eliminating side events at eth conferences


@Madhav_goyal_ @weremeow The year of memecoins


The cycle hasn't even started...


@udiWertheimer @GwartyGwart ETH getting rid of Barry and Jump. Hang in there


@udiWertheimer @GwartyGwart If I can hold ordinals, I can hold eth


@ceterispar1bus Part of it was expected due to ETHE. Jump dump was the unexpected part


@jeuul157419 @GwartyGwart @udiWertheimer Its a public service


What if @jimcramer is aware of the Cramer effect?


@krugermacro Very difficult to find humility without wife and kids doing a continuous 360 degree feedback on you


Always aligned with @alignedlayer


@routerprotocol


Ethereum might have a social layer and 69 other kinds of layers, but it lacks a coordinated shilling layer and that is a serious design flaw


@GwartyGwart My bff @udiWertheimer was bullish on Do and SBF also just before they exploded and he hosted the death of eth party before the gigapump. Fortunately both eth and sol will be fine in this case


ZK gigabrain @dlubarov of @0xPolygon presenting Plonky3 - something I completely understand of course


What I learnt today is that blockchain applications summit at Columbia is not about applications. Its about the applications of research into blockchain infrastructure


@matthew_sigel ETHPoS looking good ngl. Much more sustainable


If Cosmos is so ded, why does every other chain eventually become Cosmos?


Yesterday @Hadronfc hosted "the Art of Tokens" Today its the "Science of Blockchain" at Columbia Marrying these two is the beauty in web3  @ArpitGuptaji19 will be looking for founders to join the awesome Hadron community


@Coin98Analytics looks like a 5% interest rate environment wao


@Dave_Kayac Yeah, trading is not a good use of time emotionally or financially for 95% of the people. If it works for some, good for them.


One thing I may have learnt from crypto twitter through day to day swings of shared emotion is that tying one's self worth to something as impermanent as one's net worth seems rather unwise In comparison, there is a far more strength, peace and security in being useful to people


@jacobkxyz No


@hstyagi Yeah I dont believe him. I have been comprehensively traumatised by being in the frontlines of multiple tech, banking and crypto crises


My telegram feed today


@eli5_defi Yes. Generalised DAs like Avail and Celestia should have an easier path to adoption because there are quite easy for user focussed appchains to integrate with.


@howdymerry @thulynnn Indeed there's a telecoms style standards body aspect to EF and a regulator aspect to EF but it does not have real authority over what L2s do. Starknet's recent work on bitcoin is a great example. Culture and attitudes are changing slowly towards product thanks to competition.


@eli5_defi The war is always for apps and users DAs like Avail and Celestia are just foundations for more flexible and scalable chains to host these apps


Well positioned for a bull market is the same concept as "overinvested by a lot" Most people on this app including me are "well positioned for a bull market"


What if Altman is the Bankman of AI?


My advice to both people and projects is to always be well positioned for a 2 year bear market if you can In a bull market there are 69420 kinds of money, serotonin is high and testosterone is up In bera there is only one kind of money, cash, and bera is a lonely and cold place


Will be insane if some of @OpenAI s recent demos were vaporware - this is not priced in


Re Nikkei, fwiw, Volatility means up and down... not just up or down


One of the reasons Buffet is so rich is that he's not on crypto twitter


Really not interested in markets rn... can people please argue about marsenne prime fields or folding schemes on my TL?


@DCbuild3r @TrustlessState @aeyakovenko Toly, now an advisor to ethereumlayer


Imacculate vibes at the @0xPolygon x @Hadronfc - The Science of Proof: Happy Hour


at the moment...


@0x3van @monad_xyz Congrats


@rushimanche


@CryptoMan_Ram Bitcoin also


@VanessaGrellet_ I did in 2019 and it kept dipping  The greatest lesson is survive and stay in the game


@MuyaoShen @0xPolygon @DablClub @Hadronfc This one hasn't been one. It was just tradfi coins and memecoins


@whale_alert 1) What


Neither the bulls nor the bears on this app will pay your bills Manage your own risk pls


Finest builders across ZK at @0xPolygon 's "The Science of Proof" event, swimming in their lane, moisturised, laying the foundation of the next bull market


@QwQiao Depends on your cash position and existing bags


Looks like we are in a 5% interest rate environment


@bigmagicdao depends on time horizon. we are in a 5% rate environment. next zirp will be good


@touchingdirt


dot com, telecom, ltcm, lehman, ico, ftx, 2024


Kind of vol where Banks ... I wont say it


@moo9000 Survive


The L in LLM was for leverage Large leverage models


No one on this app including me has a clue on a day to day/week to week basis


I'd not assume an emergency rate cut is immediately bullish as it could make lives of Yen carry traders worse. The only certainty rn is volatility and no one including me has a clue on a day to day/week to week basis. Q4 though it will all be fine most likely


@VitalikButerin aggLayer coming soon


@eth_sensei I think everything recovers together - equities, majors, alts but theres a lot of vol ahead first


@eth_sensei Solana went 7x, eth 3x, btc 3x Returns have been good on majors and airdrops that launched till June


@CryptoMan_Ram I hope so. Theres a lot of AI bubble built into tech stocks thanks to the carry trade . Now we are on equities timeline


Maybe we can suspend coin v coin pvp rn and resume it on the way up?


so now alts are just microcap tech stocks


@AzFlin even "cash" flow assets be like this only. check nvidia charts over time


We survived Luna and FTX which damaged the industry's reputation This one is just macro and geopolitical It will all be ok


I have no words. I went through dot com, Lehman, 2019 crash and covid crash but you can never be ready for these But these things also don't last forever. All of those crashes turned around Pl take care of yourself and spend some time w family and friends away from prices


Sigh, leverage, sigh...


@sixfIash Condolences brother, hope you and family are ok


@0x_little_whale thats one part of work


Meet @ArpitGuptaji19, @Hadronfc's man in New York


Hate attending conferences on days when I really need to hug a family member


Free boarding and lodging for crypto bros


same as before


Still a bula in crypto conferences


@teddyfuse


Most problems in life can be solved by using two lists - tasklist and checklist


@ecent18 I am speaking to me


Bula is for arrogance, Bera is for penance Bera reminds us of technology, values, family, health, friends and life Its the cure for hubris and mania, a blessing in disguise


@tarunchitra Bob Iger also wrote a brilliant book at Disney top.


Cosmos is alive, Near is alive, Polkadot is alive, Filecoin is alive and Tezos is alive Our mind horizon on this app is too short


@WuBlockchain Is Jump exiting crypto?


@0x_little_whale claude


@coopernicus01 super rare


I think there are days in crypto when I envy our previous generation for working the same jobs in the same place for 30 years on ~2% annual pay raises


@0x94305 Adrenalin did this


crypto twitter is good for a few things but mental health ain't one. Not on the way up, and not on the way down someone else meanwhile is calmly writing a paper on making stark proofs 10% faster, in their lane, moisturised, unbothered


Kamala doing a KOL round. One of us


@SmokeyTheBera Correct. Show me the scars, the trauma, the self inflicted pain


@AndrewCapasso_ Yeah my guess is ass good as anyone else's so we do wat we do in both bula and bera: work and shitposting


$ETH will be $10k within 18 mo I think but I have friends who bought for $4500 in 2021 Its not the market level or volatility that claims the most blood but the path dependence Another reason why hodlers have done well


My investment advice to me (and everyone else) is to have faith in JPoW's printer eventually but stay comfy enough in fiat for a year or two. Bubbles tend to be followed by deep pain and we are just coming out of an unprecedented AI bubble which could continue but which may not


Your emotional makeup and net worth should determine your trades Having lost a bunch to ICOs, rugs, exploits, phishing, phat finger and exit scams, all I know now is that surviving is winning Keeping cash runway and building something useful helps to keep things on the rails


@iamDCinvestor Your poor is not poor


@jackzampolin lol


@GwartyGwart @CampbellJAustin Codependence. Most of us vandalise our own


@bidhanxyz We need both, but any day.


Buffet is comfy in $277B spot cash USD What does he know that CT doesn't?


@pambamdam Mess is intrinsic to crypto. Current crop will also yield occasional gems like the ICO era did


Looking to meet researchers and builders at SBC tomorrow onwards. Its always good therapy for me get away from the "current coinmarket meta"s and learn from people deep into research and shipping


Not just Cosmos. This is the sort of season where we declare one ecosystem dead after the other because alts are down bad Ok


@SantiagoAuFund The fed will be fine but the dems in govt wont like this just before the elections


The only solution to too much infra is to build too many apps that are too useful


@shan3v @RollkitDev @CelestiaOrg IMO too many good things are declared dead in a lean crypto market. When macro improves and prices recover the discussion will also change


That sense of defeatism a money crypto phenom. Tech/research crypto people are generally positive on how far we have come


In matters of money as in matters of life, learn hard from the excruciating pain of past mistakes but don't let past mistakes decide your future course of action Doing that mostly creates even bigger future mistakes


Comfy in spot... spot USDT


@WuBlockchain Not David Hoffman?


@krugermacro Does Ansem know?


@julianweisser Erm cofounder is not a job title


@RebeccaRettig1 ... are they solvent right now?


crypto isn't about getting rich. Its about easily bored novelty seeking autists entertaining ourselves as we play russian roulette with money


Bought 3x leveraged Semiconductors ETF with smol ticket - so that it feels like crypto


@CloutedMind Yeah it nearly killed the Cosmos eco


Stocks crashed because some random Cosmos appchain called Kujira blew up. In pop physics, this is known as the butterfly effect


@0xMert_ Turkish currency


Cosmos totally did get traction - Polygon PoS, Binance Smart Chain and DYDX for example are tendermint chains


Manlets used to host Gisele Bündchen. Now they shill Iggy Azalea


@MeganNyvold crypto is called open source AI in SF


@functi0nZer0 Shooting in America involves shooting indiscriminately. Thats not an Olympic sport


@setanimals I got one more to go


The destiny of every shitcoiner is to evolve into a bitcoin maximalist over a maximum of four crypto cycles


Three reasons why SOL peak to trough be wildin' through the cycle (a) large exposure to low conviction retail and insto trader jeets (b) dependence on shitter trading led demand (c) cosmos appchain inflation Building a sustainable economy will take some ultrasound work


I was walking around in an ethereum shirt. A kind and merciful londoner gave me a free beer


Built on @0xPolygon


@GwartyGwart America is the new Babylon


Just told my kids this is Ansem


@WazzCrypto Tradercoin


I feel like crypto markets are missing a very large algo stablecoin today


@R89Capital 63k... so far


Comfortably locked in spot


@MikeIppolito_ Uninvite Kamala now!


@rleshner I see you Robert


August volatile, September pump


CAN AI FIX STONK PRICES


Its called Berachain because it requires a recession to launch


Is a recession good for bitcoin?


Oh husbants Santi and Karisu, you said Sorana is going to 1000 and now we are homeress


$NVDA trading like decentralised AI tokens


@0xrishavb @mrjasonchoi @Hadronfc Yes pls wen?


@tsarnick Which of the many definitions?


The joys of @Airbnb: third world wifi in first world London. Only works half ok if you keep this shit outside the window


This is no bullmarket


@MacroMate8 Source: Trust the KOL


Trading memecoins is risky


What is Kujira and why?


Fkin Ansem


@rushimanche yeah. ethereum needs a new crop of 15-30 builders to connect w the 15-30 users. the generation gap is real. thats the movement


@EffortCapital @tarunchitra If you dont know who is in the cartel, you might be in it


@HHorsley Wen Calpers


@MikeIppolito_ JPoW!


How have the mighty fallen


The size of the maximum total crypto vote in the US is the sum(count) of burger attendees at crypto conferences. Best guess, about 250k people


The main reason burger frens must keep crypto bipartisan is that there is no "crypto vote", only crypto funding


@Evan_ss6 "advanced"


However bad your bags are rn, at least you haven't roundtripped 18 points after taking a bullet in your ear


@Polymarket Can Selkis do smth


Idk @Polymarket was so good wen Trump was up 61:39 Getting pretty close to a scam at 54:46


Looking forward to the world research coin summit at Columbia next week. @Hadronfc will be there


Anyone who says EF should do BD should be sent to hard labor in Gitmo. Heck ethereum needs a significantly smaller EF that does less, not more Flippen Bitcoin, not Solana


@cryptunez Do US colleges accept gmonad?


RETROACTIVE PRIVATE GOODS ENSHRINEMENT


Woke Olympics are quite disappointing ngl


@0xJim 80% unwell then


@cburniske right?


Has SOL reached $1000 yet? Where's Chris


@divine_economy Solana is aligned with Ralph Nader


crypto conference pvp is the natural crescendo of all crypto pvp


@wmougayar Have you used it to trade dogs?


@twobitidiot @TrustlessState If as a founder, you attend Permissionless but not Mainnet, Trump SEC will declare your coins securities Converse for Harris SEC


S tier lawyers/auditors = 5b val for Circle C tier lawyers/auditors = 5b profit for Tether


@Mr_Burns_Sol This LLM bubble is funding research that will however lead to a much deeper level of intelligence in software


Founder from Web3 COO from Web2


Not sure what the Kamala Harris is Indian fuss is all about. We Indians are just black people that want to be white people


@adidshaft The only professor coin so far that hasnt gone to zero


@hasufl @Athio92 Which project do you have in mind?


@0xkp__ "this time its different"


The industry has been through this "memecoin meta" on ethereum with SHIB, PEPE and such before. Its just a telegram and twitter powered 24-7 global digital casino of unregulated lotteries thats maximally value extractive from its retail participants...


@ayyyeandy People werent trading shib and pepe on eth because they like the message or values innit?


ethereum doesn't have a narrative issue or a marketing issue imo, but a product issue ethereum and L2s are just not as good products for trading low liquidity memecoins on mobile


eth guys saying Cosmos is ded be like


@tarunchitra IMO its the cartel more so than the factions


@camiinthisthang @_0xNinja_ @nelsonmckey Thing is, eth has seen a series of "efficient" centralised organisations come, look threatening for a while, and go. Its possible that one would disrupt eth but chaos is in eth DNA and you can't change a project's soul. ETH's challenges imo are because of "alignment", not chaos


Sreeram tweeted again  Its over for Solana


Believe in Turkish men with hair


@0xMert_ Bro thats gold medal v silver medal


A bull market is when every fkup fkupd by a founder becomes a genius move


@jonwu_ @asanwal and their token is going to zero


The SEC should never have launched Bitclout. All such scams are entirely their fault


@Evan_ss6 The converse is certainly true


@camiinthisthang Different stage of life of project. This is just price driving narrative


@AzFlin The fee switch is always on internally


@matthew_sigel ... 2027


@shubhrat


No panels only debates... I have waited for this for years


I think my favorite NYC hotel is the YMCA. Its completes one's web3 work experience by allowing one to live in a prison cell without actually having to go to one. On top of that the gym and common areas are fantastic


@functi0nZer0 Haskell?


@ayyyeandy yeh


Why do we call it the "science of blockchain conference" and not the "world research coin summit"


@unusual_whales Wen token?


@BobLoukas Stables still bring pump. ETFs will take time to replace these with fiat flows


I didn't really appreciate how much psychedelics have contributed to the development of ethereum until I saw the trailer of Linda Xie's ethereum movie


@FrankieIsLost no one has done moar to promote sol than eth maxis have


One of my bosses at Goldman used to say that "its never so bad that it cant get worse"


@gyan_w3b Hopefully bullish


@Psilodelic Yeah that was real pain


Historically, alternate Solana breakpoints have been gigabullish and gigabearish...


@hstyagi Ser NVDA already down 26% because sentient is decentralising AI


@Psilodelic nah bro. thats researchers talking to researchers so isok. this is twitter


@0xAishwary Always has been, 10x undervalued


@ethereumintern_ @0xMert_ Are you solana intern


Manlet's biggest edge over dot eth gang might be use of human english


@binji_x then arbitrum = 0?


@binji_x ethereum = chain optimism = superchain so bigger?


@binji_x Ser bls now try hooman english


Skill issue


To change the culture of crypto, we need more founders in this space who ship great products, and we need them to win. That's why one of @Hadronfc s goals is to support founders who can ship great products and help them ship great tokens also


@iamDCinvestor dgaf - crypto is just a crab market on its own imo till rates go down and liquidity goes up


Harris is the Solana of US elections (momentum in popular vote) Trump is the ethereum of US elections (huge growing electoral college lead) Do with this information what you will


@GwartyGwart no one if eth goes up


@GwartyGwart DOT ETH's principled objection is that Solana metrics are much cheaper to fabricate than bitcoin or etherum's. Its unclear if thats good or bad lol


30 under 30 remains undefeated


@lmrankhan At EF? No. ETH 2.0 roadmap execution has been messy but then ConsenSys was much better at BD/ecosystem building than shipping code. ETH is chaotic but thats in the DNA, and that has worked much better than organised competition like Cardano, Tezos, Polkadot and probably Solana


@lmrankhan Erm no, it was a much more adverse reg environment than today and eth was a likely security at ICO. Joe also needed to be able to finance moonshots extensively without committee. He knew what he was doing


Not enough labels in BIO


@_0xNinja_ I kain yah