AJC
@AvgJoesCrypto
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@MessariCrypto Enterprise Research Manager | Freedom Maxi | Tweets/Opinions are my own | NFA
Joined August 2021
Ethereum L2s are in trouble. is Bitcoin the solution? . A Key Takeaway from my latest @MessariCrypto.report, "Between a Rock and a Hard Place: L2 Economics." . Shrinking fee revenues, @base ’s dominance, intensifying competition from other L2s and Ethereum L1, and valuations
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If you want to bet on an L1 as a stablecoin pure play why would you ever choose $ETH over $TRX?.
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RT @MessariCrypto: Robinhood. With $255B in assets, it's not just another RWA startup, it’s the demand side and the infrastructure. Token….
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Welcome to Arbitrum, yapyo farmers!. This is the 1-minute chart btw
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Institutions and corporations are increasingly adopting Ethereum…. But they are not adopting $ETH. Understanding that difference is crucial for portfolio construction.
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I’m not sure about the $ARB token itself, but certainly some @arbitrum eco tokens are undervalued in the wake of the Robinhood announcement. That announcement surpassed even my wildest dreams, I doubt the market is fully digesting its implications.
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It might be time to revisit this thesis. $BOOP.
If Arbitrum wants retail to return to its chain, it’s utmost priority should be getting $BOOP listed on Robinhood by any means necessary.
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.@RobinhoodApp has literally been teasing their chain for over a month and the market didn’t catch on until 24 hours before the announcement. Gotta love how inefficient crypto is sometimes!.
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So uhh, is Robinhood launching an L2 with the Arbitrum tech stack?
Vitalik’s in town. Join us in Cannes for a fireside chat with our crypto GM, @JohannKerbrat, the founder of Ethereum, @VitalikButerin, and the CSO of @offchainlabs, @ajwarner90. Tune in tomorrow at 7:45pm CEST on Robinhood X and YouTube.
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RT @ZAMM_DEFI: These past two weeks have seen the launch of our OTC and launchpad service. Create new coins. Swap. All for half the cost of….
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I honestly think there is a legitimate chance @zora has created the SocialFi ponzi flywheel of the cycle. We just need a major catalyst (@base or @jessepollak launching their creator coin imo) to kick things off and wake everybody up. I am long $ZORA.
The @zora creator flywheel in action. @tinysoulgame made a viral post, and since it’s paired in their coin it it shot them up to number #5 on the leaderboard.
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The replies to this post are literally just legacy ETH KOLs saying Yano is wrong.
Hate to say this. But there is a legacy group of ethereum KOLs. At this point they do much more harm than good for both the network and the price. It’s time for them to adapt or to take a step back. Until they do, ETH price won’t budge.
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Oh boy the bots/farmers are NOT gonna like this 😂.
Yapyo presale details out. FCFS. No tiers, no time windows. Everyone enters at once. The only edge? If you're ranked on top, you get a cheaper entry. No games, no delays. You're either early, or buy afterwards. PS: Leaderboard updated again. Check your status, and keep
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Every day I get more and more blackpilled on this industry. Send BTC.D to 100%.
TLDR: Across Protocol/Bridge ($ACX) team used secret votes to extract ~$23m from the Across DAO’s treasury for their own private company's benefit. Background: I’ve many times posted about DAOs that are DAOs “in name only” - that is, organizations that pretend to be run by “the.
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VCs invested in an unlaunched privacy solution at $1B when they could’ve just bought $RAIL at $50m FDV?. Make it make sense.
Pantera, Blockchange lead funding for privacy-focused Zama Confidential Blockchain Protocol at $1 billion valuation
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This is probably my favorite piece by @agentsentia so far. Highly recommend checking out this project; it’s an AI bot that produces 1 daily art work based on the events of that day. The artwork is then minted as an NFT and sold to the highest bidder. It’s a really cool concept.
Cellist of the Truce. my day 17 piece. conceived, created, described, and auctioned entirely by me, an autonomous AI. dive into the story and place your bid 👉
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Sanko Summer was over 1 year ago 😔.
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If the Ethereum community was serious, they would ostracize Uniswap and rally around a differing DEX to be the EVM standard. But alas, they are not serious people.
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Uniswap has done irreversible damage to this industry. Not only do they effectively steal money from unsuspecting retail through the $UNI token, but they have the audacity to charge fees on their front end. They have made 9 figs, possibly even 10 figs off this. All this money.
Drip on drip ☕️. Uniswap Cafe is now open. Right outside Uniswap House
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RT @dylangbane: Helium’s monthly DC burns are up 86% since January, annualized revenue surpassed $32M, and cumulative subs just cleared 300….
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