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quite bullish that barely any of the reply guys realized this was an spx6900 tweet

Persist through the walls & falls of worry.

Despite the FUD (which is getting more ridiculous by the day), all Celestia founders, early employees and core engineers are still here and working as hard as we did when Celestia started 5 years ago. So say that Celestia did 9/11 for all I care or whatever FUD you want, I've

It’s live!

It's time to challenge the cloud monopoly. Meet Shelby, the first decentralized cloud-grade infrastructure for monetizing and serving real-time data. Incentivized reads. Sub-second speed. Any chain, any stack. Web3's data solution has arrived. shelby.xyz

How are Gyroscope's new Dynamic Pools doing? Here's ETH/USDC on Base measured by market making PnL (TVL-adjusted markouts). Noticeably the best performance for this pair at the pool level. And it serves passive LPs. Let's walk through what this means 👇 Why markouts?

After significant studying, and in keeping with President Trump’s vision to make the United States the crypto capital of the world, today I ordered the Great Fannie Mae and Freddie Mac to prepare their businesses to count cryptocurrency as an asset for a mortgage. SO ORDERED

Another breakthrough! This is regulatory evolution in action — recognizing that digital assets are legitimate stores of value that are becoming more popular by the day. The housing market can’t ignore how Americans are choosing to hold their wealth today. This is smart policy

This one really has it all

x.com/i/article/1938…

Tokens vs. Equity onchain value -> tokens offchain value -> equity In this piece Jake Chervinsky and I explain how onchain value can extend to offchain infrastructure (e.g. front-ends)—giving founders flexibility to build full stack and efficiently—from protocols to products, with

1/ Just read Jake Chervinsky and Variant's thoughtful piece on "Tokens Versus Equity" - a framework for how crypto founders should think about value accrual in the new regulatory environment. Core thesis: tokens for onchain value, equity for offchain value. Thread: 🧵

The US is currently in the process of rolling out a shadow QE program. This amounts to increased liquidity without a formal annoucement of QE (or end of QT) - more lax capital requirements for banks, allowing them to purchase treasuries without reserving as much capital - SLR

$BTC springboard time?

in an emerging industry like crypto, growth is what matters most and celestia is built for growth

I genuinely believe in 10 years people are going to look back on most of crypto and be mindfucked that we built these insane cults around a bunch of back office software

Rex just filed letter to SEC asking if comments have been resolved for their ‘40 Act Solana Staking ETF. They’re no doubt trying to get it to mkt ahead of the spot ones. Stay tuned!

Saw dozens of new products at Permissionless. I think Shelby is by far the most exciting. This is crypto's first real shot at taking on AWS. It's a moonshot and will be very tough to build but if anyone can do it it's Jump and Aptos. Let's get back to thinking bigger.

I love when haters keep fudding Shelby. Keep telling me why, with all your vast experience in scalable data infrastructure and high-performance storage systems, why an archival storage solution is comparable or better than a completely different category of a real-time hot