avious
@0xAvious
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eth vibe shift started months ago.people only realized today.
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RT @ViktorBunin: Roman picked up the weight for a fun photo, but as I was thinking of a caption I realized he literally has a heavy weight….
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"When I joined crypto in 2017 I felt so very late. I imagine it’s how many people are feeling today".10 years in and we're just getting started.
Ethereum gave me the wonderful life I have today. I met my wife @lisacuesta at a book signing that wouldn’t have been written if Ethereum didn’t exist. My first full-time crypto job was at @Consensys as Joe bled out money to hire the best talent and support the Ethereum
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video aside, waymo is incredible and sf has actually cleaned up A LOT. main thing is major encampments w needles under bridges are gone, more work to do tho.
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we're out of the woods on the tariff turmoil, eth pumping 3% today and I expect the market will pump all the way leading up to the fed finally cutting rates on Sep 17
JUST IN: Trump says US has reached a trade deal with EU. EU agrees to buy $750 billion worth of US energy, and invest $600 billion more than previously.
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Degens have underestimated me since the bear market and I never understood why. Then one day I was grabbing a bite at Daytrip and I saw a quote by The Chainsmokers right there on the wall - it said, ‘Be curious, not judgmental.’ I like that. So I finish my ashwagandha-infused
Base is the chain for people who love Ted Lasso.
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sui also has robot jpegs, considered a sign of affluence and good taste in japanese culture im told by @_smkotaro.
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the thesis for sui is simple.- meta is paying $1.25B for engineers.- mysten labs has ~19 ex-meta principal engineers.- sui to $8.
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3/3 impact.- you don't appreciate stablecoins until you really need them in a crisis.- Stablecoin volume is ~7% of GDP in high inflation places like Turkey, Argentina, Nigeria. this will change central banks forever.- in the wake of widespread bank shutdowns after the invasion.
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2/3 beyond stables: .- tokenized treasuries + money markets like BUIDL are 10x better products than wall st has today. 24/7 settlement + defi composability for more yield.- yield bearing stables by ethena sky + maple.- these are both threats to USDC/T and the $7T parked in banks
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my highlights 1/3 🧵.💸 $200T in stablecoin volume annually, to grow 50% in 5 yrs.📈 fastest growing subsegment is b2c payouts to gig employees + creators. great time to invest or build in that space.🇳🇬 nigeria dominates *within* country payments, swapping USDT for naira via p2p.
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