call me crazy but all these corporations launching L1s is likely bullish LINK the most?

lol

Based on seeing the IQ scores of people I follow and respect in this space, this appears to be a very bad outcome.

This isn't a 1 off. This is the start of a massive trend of real businesses building their own L1 blockchains. We're in talks with tons of other companies (including some major fortune 500s) who are considering launching their own L1s. Years ago, enterprise blockchains failed

i am increasingly convinced that a substantial percentage of kids brought up in the age of AI will be post literate. like they wont really know how to write and will rely on AI to autocomplete their thoughts

Base TVL vs Net Flows. TVL up ~$1.5B over the last 3 months despite negative Net Flows of >$5B. Interesting divergence.

Don’t get clouded by “app chain” vs “monolithic chain thesis”. It’s not binary. Think about it. It’s unsurprising big players want control + customisation & care less about distribution & composability. Whereas many just want seamless, cheap onchain access. Can guarantee

Lending is growing as a category, but only Maple, Euler Labs, and Fluid 🌊 have generated investor returns in '25.

🗞️ NEWS : Hyperliquid is now the company with the best revenue-to-employee ratio in the world

Interesting - adding to this, in theory, with interop, there's no need to deploy on multiple L2s (you may deploy on one as opposed to just on the L1 for the cost/speed advantages).

This year, the UK... - is projected to lose more millionaires than any other country. - has only had six IPOs, raising just $208 million (the lowest in three decades). 🫤

AI-run & operated media company delivering AI-generated verifiably objective takes on global events, please 🙌

Stablecoin exposure DAT? ETH, ENA, CRCL, AAVE, PENDLE…?

Y u p

oh man

Situ probably most bullish for Ethena over anyone else tbh - Lower rates -> sUSDe yield more attractive - GENIUS + stables hype - Risk-on -> more leverage - Fee switch potential

Three family members have asked me to buy them some crypto in the last week - the beginning of the end has come

Fed Chair Powell has caved: In 1 month, the Fed will CUT rates and blame a "weaker labor market." Meanwhile, we now have PPI inflation growth at a 3-year high and CPI inflation above 2% for 53-STRAIGHT months. Don't own assets? You will be left behind. Here's why. (a thread)

Solana is the most obvious contrarian play in markets i) crypto will continue to grow markets, traders, and consumers will continue to come onchain there is no stopping crypto at this point ii) Solana has proven consistently for the past 4 years that it is a top destination

I’m not sure this’ll be as big as people think. CB is doing $4B in volume vs Aero’s ~$750M. This is mostly driven by ETH/BTC pairs on both exchanges. The long-tail, now available on CB via Aero don’t contribute so much. Can see it maybe taking 5-10% of CB volumes.