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Offchain Labs CEO Steven Goldfeder on why Robinhood chose Arbitrum over Solana "Yeah, and by the way, that exactly is the point. You're in two buckets: you're Ethereum layer one, you're your own layer one, you're Ethereum layer two. If they would have put their products on Solana, think...

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The Wolf Of All Streets

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48,374 Aufrufe • vor 7 Tagen •via X (Twitter)

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Profilbild von The Wolf Of All Streets
The Wolf Of All Streetsvor 7 Tagen

FT @sgoldfed @arbitrum @solana

Profilbild von Mike | Open Crypto Tracker/Slideshow Crypto Ticker
Mike | Open Crypto Tracker/Slideshow Crypto Tickervor 7 Tagen

So in other words, they wanted to make bank w/ tx fees like coinbase does, instead of providing a great UX.

Profilbild von Solana Legend 🎒💧
Solana Legend 🎒💧vor 6 Tagen

This is fake news

Profilbild von Heslin Kim
Heslin Kimvor 5 Tagen

They could have deployed on @CantonNetwork via @ZenithFdn and earned an additional $5-6m monthly just through the sheer volume.

Profilbild von ALGO_BRO
ALGO_BROvor 7 Tagen

Let’s be honest Bro. Robinhood shoulda chose ALGORAND $ALGO over all of them !!

Profilbild von defido
defidovor 6 Tagen

Sure you can 'build' your own branded chain, but you now have almost no control over scaling that product correctly, you don't own it and it's specifically only useful for the subset of things you want to do on it. RH could have done tokenized stocks and memes on Solana and likely made MORE money because none of the things they're doing required their own seqeuncer. The real thing is most of these CEX got ETH early and it's advantageous to them.

Profilbild von 𝗵𝘂𝗻𝘁𝗲𝗿
𝗵𝘂𝗻𝘁𝗲𝗿vor 7 Tagen

be a landlord on @ethereum

Profilbild von Tati Del Fuego
Tati Del Fuegovor 7 Tagen

I’m gonna tokenize $HOOD

Profilbild von KhaiDao
KhaiDaovor 7 Tagen

robinhood picking arb over solana says a lot about where they think retail liquidity actually settles, not just where the hype is. arb's tvl is still ~2.5b vs solana's defi tvl around 4b but the eth l2 security narrative clearly won the

Profilbild von Crypto VN
Crypto VNvor 7 Tagen

ETHgate is real

Profilbild von M DAS | COBOX
M DAS | COBOXvor 7 Tagen

Own the rails, own the upside. That’s the real L2 value proposition. 🔥

Profilbild von thetailor
thetailorvor 7 Tagen

Robinhood built and own their mall in Manhattan (Ethereum)

Profilbild von Shit Coin Maximus
Shit Coin Maximusvor 7 Tagen

Didn't the Robinhood chain go down today?

Profilbild von Mejor Casino Venezuela
Mejor Casino Venezuelavor 7 Tagen

Puro negocio, no sorprende.

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.Laura Shin revisits the rumor that Robinhood nearly built on Solana. "There were rumors that Robinhood Chain almost went with Solana and switched to Arbitrum at the last minute." Tarun Chitra: "Both the Arbitrum and Solana foundations were tweeting a lot. You could tell there was a kind of bake-off going on." Laura Shin: "I had A.J. on the show and asked how Arbitrum got this deal. He didn't confirm that Robinhood was about to go with Solana." "But he basically said that when you're your own L2, it flips the economics. You're not paying, you're making money." "That seems like a pretty obvious choice if they were considering starting on Solana." "It's so interesting that we're having this conversation, because what if things had actually gone the other way?" "Then Solana might be in a really good place. It's an interesting counterfactual to ponder."
1:51

.Laura Shin revisits the rumor that Robinhood nearly built on Solana. "There were rumors that Robinhood Chain almost went with Solana and switched to Arbitrum at the last minute." Tarun Chitra: "Both the Arbitrum and Solana foundations were tweeting a lot. You could tell there was a kind of bake-off going on." Laura Shin: "I had A.J. on the show and asked how Arbitrum got this deal. He didn't confirm that Robinhood was about to go with Solana." "But he basically said that when you're your own L2, it flips the economics. You're not paying, you're making money." "That seems like a pretty obvious choice if they were considering starting on Solana." "It's so interesting that we're having this conversation, because what if things had actually gone the other way?" "Then Solana might be in a really good place. It's an interesting counterfactual to ponder."

The Chopping Block

15,928 Aufrufe • vor 8 Tagen

Offchain CEO Steven Goldfeder on the two paths enterprises can take to launch a chain: "If you look at enterprises, a lot of them are starting with 'we want our own chain'- Circle, Stripe, Coinbase, Robinhood. And there are basically two paths, you either launch an alternative layer 1, and that's the path Stripe took, that's the path Circle took, or you launch an L2 on Ethereum, and that's the path Robinhood and Coinbase have taken." "The starting point for many of them is 'I want my own chain,' and Ethereum actually is the only environment that has an offering. They're not going to an alt layer 1 and building an alt layer 2 there. Either they're building an Ethereum layer 2, large enterprises, or they're launching their own new environment." "To me, it's clearly a win for Ethereum. Literally, Ethereum is the only layer one that even has an offering that can talk this language."
0:42

Offchain CEO Steven Goldfeder on the two paths enterprises can take to launch a chain: "If you look at enterprises, a lot of them are starting with 'we want our own chain'- Circle, Stripe, Coinbase, Robinhood. And there are basically two paths, you either launch an alternative layer 1, and that's the path Stripe took, that's the path Circle took, or you launch an L2 on Ethereum, and that's the path Robinhood and Coinbase have taken." "The starting point for many of them is 'I want my own chain,' and Ethereum actually is the only environment that has an offering. They're not going to an alt layer 1 and building an alt layer 2 there. Either they're building an Ethereum layer 2, large enterprises, or they're launching their own new environment." "To me, it's clearly a win for Ethereum. Literally, Ethereum is the only layer one that even has an offering that can talk this language."

The Wolf Of All Streets

27,142 Aufrufe • vor 7 Tagen

Threadguy explains how his Solana thesis collapsed from hub of experimentation to trickle-down liquidity "Solana is at a structural disadvantage because they don't have an exchange. They've taken the stance that because they don't have one it's the most organic, which is fine, but what you learn in markets is there's no loyalty to a trading venue, to an exchange, to a blockchain. There never has been. You should trade wherever you can make the most money possible, because the market is trying to take the most from you." "I had this conversation with Malcolm yesterday and I was defending Solana, saying there's no reason these assets couldn't deploy on Solana, and he's like yeah, the reason is that they're not deployed on Solana. And I'm like, you know what, he's right. Why would they leave Robinhood? They have the whole stack, you get verified on one of the social trading apps, you get a a Vlad soft shill, you get a Robinhood spot listing, and then you get mania. My thesis for Solana went from the hub of on-chain experimentation to maybe if everything goes up a lot they'll get some trickle-down liquidity. And that happened so fast it's scary."
2:55

Threadguy explains how his Solana thesis collapsed from hub of experimentation to trickle-down liquidity "Solana is at a structural disadvantage because they don't have an exchange. They've taken the stance that because they don't have one it's the most organic, which is fine, but what you learn in markets is there's no loyalty to a trading venue, to an exchange, to a blockchain. There never has been. You should trade wherever you can make the most money possible, because the market is trying to take the most from you." "I had this conversation with Malcolm yesterday and I was defending Solana, saying there's no reason these assets couldn't deploy on Solana, and he's like yeah, the reason is that they're not deployed on Solana. And I'm like, you know what, he's right. Why would they leave Robinhood? They have the whole stack, you get verified on one of the social trading apps, you get a a Vlad soft shill, you get a Robinhood spot listing, and then you get mania. My thesis for Solana went from the hub of on-chain experimentation to maybe if everything goes up a lot they'll get some trickle-down liquidity. And that happened so fast it's scary."

Kai

14,220 Aufrufe • vor 7 Tagen

Rasmr argues Robinhood proved it doesn't understand crypto by building its own chain instead of using Solana "Here's a take. If Robinhood actually wanted to offer the best product for their users, they'd find a way to partner with Solana and hammer it, because Solana already has everything Robinhood wants to integrate. So does hyperliquid. They already exist." "You didn't need to make your own order book on Lighter from scratch, you could've used Hyperliquid builder codes. You didn't need to make your own chain, you could utilize Solana, everyone building on it has been grinding for years building out product. So if Robinhood understood crypto and understood what the user wanted, why are they building a new chain? Why are they making their own CLOB? I'm not sold they actually care about us at all."
1:09

Rasmr argues Robinhood proved it doesn't understand crypto by building its own chain instead of using Solana "Here's a take. If Robinhood actually wanted to offer the best product for their users, they'd find a way to partner with Solana and hammer it, because Solana already has everything Robinhood wants to integrate. So does hyperliquid. They already exist." "You didn't need to make your own order book on Lighter from scratch, you could've used Hyperliquid builder codes. You didn't need to make your own chain, you could utilize Solana, everyone building on it has been grinding for years building out product. So if Robinhood understood crypto and understood what the user wanted, why are they building a new chain? Why are they making their own CLOB? I'm not sold they actually care about us at all."

Kai

50,055 Aufrufe • vor 2 Monaten

Robinhood Chain hit $989 million in daily DEX volume and is now out-earning Ethereum in fees "Robinhood Chain, predictably I think, is absolutely exploding. They have such a big name, so many customers, so much interest in the crypto space." "They've launched Robinhood Chain, which is a layer two on Ethereum that's part of the Arbitrum stack using their technology. Arbitrum has gone up recently as a result." "This is now the largest L2, arguably, by volume on Ethereum, and has even surpassed Ethereum itself, even though it's a layer two, in fees gathered over the past 24 hours." "A lot of that is because of memecoins. But not just memecoins, tokenized stocks have absolutely exploded here on Robinhood Chain."
0:56

Robinhood Chain hit $989 million in daily DEX volume and is now out-earning Ethereum in fees "Robinhood Chain, predictably I think, is absolutely exploding. They have such a big name, so many customers, so much interest in the crypto space." "They've launched Robinhood Chain, which is a layer two on Ethereum that's part of the Arbitrum stack using their technology. Arbitrum has gone up recently as a result." "This is now the largest L2, arguably, by volume on Ethereum, and has even surpassed Ethereum itself, even though it's a layer two, in fees gathered over the past 24 hours." "A lot of that is because of memecoins. But not just memecoins, tokenized stocks have absolutely exploded here on Robinhood Chain."

The Wolf Of All Streets

35,423 Aufrufe • vor 10 Tagen

"It's very much a one-size-fits-all solution. When you're building a mobile app you build it for Android and iOS, we're building it for EVM and for SVM" Rand, founder of Zama, on why core infrastructure has to be cross-chain from the start "There's a version for EVM that works with any EVM chain, Ethereum, Base, Polygon, Binance, and then there's a Solana version for SVM. The protocol is designed to be cross-chain on day one. There isn't going to be a different version on every chain, there's just going to be one encryption layer" "You've got confidential assets, shielded USDC on Ethereum, and you can move it shielded to Polygon and Solana. It solves the interoperability issues, even of transactions and bridges, just by using the layer" "Whenever you're building core infrastructure today, you have to build it cross-chain by design. Liquidity is fragmented, people have money on Solana, they have money on Ethereum. Just because you're doing it confidentially shouldn't mean you have worse access than someone using blockchain today. The baseline is what people have today, on top of which we add confidentiality. We cannot make things worse than they are, otherwise people are just not going to use it"
1:56

"It's very much a one-size-fits-all solution. When you're building a mobile app you build it for Android and iOS, we're building it for EVM and for SVM" Rand, founder of Zama, on why core infrastructure has to be cross-chain from the start "There's a version for EVM that works with any EVM chain, Ethereum, Base, Polygon, Binance, and then there's a Solana version for SVM. The protocol is designed to be cross-chain on day one. There isn't going to be a different version on every chain, there's just going to be one encryption layer" "You've got confidential assets, shielded USDC on Ethereum, and you can move it shielded to Polygon and Solana. It solves the interoperability issues, even of transactions and bridges, just by using the layer" "Whenever you're building core infrastructure today, you have to build it cross-chain by design. Liquidity is fragmented, people have money on Solana, they have money on Ethereum. Just because you're doing it confidentially shouldn't mean you have worse access than someone using blockchain today. The baseline is what people have today, on top of which we add confidentiality. We cannot make things worse than they are, otherwise people are just not going to use it"

The Wolf Of All Streets

33,692 Aufrufe • vor 1 Monat

“ The best place to buy Solana is on Solana. There's no other blockchain where you can say that. “On Ethereum, the fees are super high. Liquidity is super deep on Solana, but we think that it can be even deeper in that spreads can be tighter.” – buffalu of Jito Labs
0:27

“ The best place to buy Solana is on Solana. There's no other blockchain where you can say that. “On Ethereum, the fees are super high. Liquidity is super deep on Solana, but we think that it can be even deeper in that spreads can be tighter.” – buffalu of Jito Labs

11AM w/ Seed Club

19,926 Aufrufe • vor 6 Monaten

.buffalu from Jito Labs on why Solana is the best place to build in crypto: "Solana is the clear leader for smart contract networks, without a doubt. If you're starting a new project today, I think the most obvious option is Solana." "New projects are hitting insane revenue numbers super fast without incentives, very shortly after launching." "There's still a lot of work to do on the perp side. We're super confident that Phoenix will be able to pull it off… outside perps, I don't think there's really any competition." "The Solana network is probably the network that is upgrading the fastest… overnight, your application might get twice as better."
2:15

.buffalu from Jito Labs on why Solana is the best place to build in crypto: "Solana is the clear leader for smart contract networks, without a doubt. If you're starting a new project today, I think the most obvious option is Solana." "New projects are hitting insane revenue numbers super fast without incentives, very shortly after launching." "There's still a lot of work to do on the perp side. We're super confident that Phoenix will be able to pull it off… outside perps, I don't think there's really any competition." "The Solana network is probably the network that is upgrading the fastest… overnight, your application might get twice as better."

Solana

38,890 Aufrufe • vor 3 Monaten

.buffalu on Solana: "There's the SIMD and protocol improvements around inflation and burning, there's tokenized equities, and a lot of stuff we're going to bring via JTX to get more people trading on Solana" "The best teams win by iterating the fastest, and no one is iterating faster than Solana. Not only the teams that exist today but the new teams coming up too" "You can look at the current state of crypto and be bearish, but it's hard to do that if you look at the state of iteration on Solana"
1:12

.buffalu on Solana: "There's the SIMD and protocol improvements around inflation and burning, there's tokenized equities, and a lot of stuff we're going to bring via JTX to get more people trading on Solana" "The best teams win by iterating the fastest, and no one is iterating faster than Solana. Not only the teams that exist today but the new teams coming up too" "You can look at the current state of crypto and be bearish, but it's hard to do that if you look at the state of iteration on Solana"

Solana

127,243 Aufrufe • vor 1 Monat

Threadguy explains why if you've never used Hyperliquid it's easy to be bearish on it and compares it to the Solana mistake from last cycle "If you never used Solana in 2024 you could have easily convinced yourself to be bullish on some other performance chain. Avax, whatever, they all did terrible. Solana mogged all of them. From the same lens, if you've never used Hyperliquid, it would be very easy to convince yourself that Coinbase or Robinhood is just gonna eat their lunch or that the product isn't that good or it's niche. It's very easy to make the same mistake if you've never used it as you could have made if you never used Solana in '24." "After using Hyperliquid every day for a year, I open up a brokerage account and try to trade on Robinhood and I'm like what the fuck is this? This is terrible. It's a product game. Robinhood won retail options because the product was so good, so smooth, so easy to use. I get on Hyperliquid for a month and Robinhood feels like garbage compared to it." "Think about how much money exists offshore that can't trade US equities that can now trade US equities on Hyperliquid. The only way you look at this price action and say all crypto sucks, this is a fake pump, is if you've never used the product."
3:16

Threadguy explains why if you've never used Hyperliquid it's easy to be bearish on it and compares it to the Solana mistake from last cycle "If you never used Solana in 2024 you could have easily convinced yourself to be bullish on some other performance chain. Avax, whatever, they all did terrible. Solana mogged all of them. From the same lens, if you've never used Hyperliquid, it would be very easy to convince yourself that Coinbase or Robinhood is just gonna eat their lunch or that the product isn't that good or it's niche. It's very easy to make the same mistake if you've never used it as you could have made if you never used Solana in '24." "After using Hyperliquid every day for a year, I open up a brokerage account and try to trade on Robinhood and I'm like what the fuck is this? This is terrible. It's a product game. Robinhood won retail options because the product was so good, so smooth, so easy to use. I get on Hyperliquid for a month and Robinhood feels like garbage compared to it." "Think about how much money exists offshore that can't trade US equities that can now trade US equities on Hyperliquid. The only way you look at this price action and say all crypto sucks, this is a fake pump, is if you've never used the product."

Kai

22,894 Aufrufe • vor 3 Monaten

Ansem thinks the Solana bottom is in "Solana bottom is in. I think if you're buying here with a 6 month to a year plus timeframe, it's a really good spot" "Everybody is always super bearish Solana after it's down a lot. They said the same thing in 2023 when it traded at $8. Nobody thought it was coming back" "People are saying it's just a chain for meme coins. I don't think that's true. Solana is one of the best crypto assets to benefit from what's coming over the next year"
1:14

Ansem thinks the Solana bottom is in "Solana bottom is in. I think if you're buying here with a 6 month to a year plus timeframe, it's a really good spot" "Everybody is always super bearish Solana after it's down a lot. They said the same thing in 2023 when it traded at $8. Nobody thought it was coming back" "People are saying it's just a chain for meme coins. I don't think that's true. Solana is one of the best crypto assets to benefit from what's coming over the next year"

Market Bubble

15,829 Aufrufe • vor 2 Monaten

Robinhood CEO: In the future there will be no distinction between crypto and traditional finance “I think that crypto technology has so many advantages over the traditional way we’re doing things that in the future there will be no distinction. It’s kind of how technology itself was viewed as a sector of the economy for a very long time… I think crypto will go through the same transition where we’re still thinking about it in its own bucket but eventually everything will be on-chain in some form or another and the distinction will disappear.” Robinhood CEO Vlad Tenev explains why this transition is taking so long: “I think the challenge with traditional finance — particularly on the infrastructure layer — is they have a lot of stakeholders, and if you think about where they generate the bulk of their revenue, it’s not from crypto-related initiatives. And a lot of these stakeholders, because they’re quite big, are going to be resistant and slower to adopt technologies. They’re going to be late adopters. They’re going to wait until it’s proven before adopting it, and that’s why we [Robinhood] have had to do greater vertical integration than we would normally want to do in TradFi. We acquired Bitstamp. We have our own exchange. And we have our own chain because I don’t think — to be at the frontier of crypto — you can rely on traditional infrastructure providers. I think they’ll get there eventually but it will take a very long time.” Ethereum will be the global settlement layer for this new financial system, and ETH will be its money. ETH is the base pair for trading on The Robinhood Chain, the highest volume asset, and the gas token to pay for blockspace. Source: TOKEN2049 (Oct 2025)
2:17

Robinhood CEO: In the future there will be no distinction between crypto and traditional finance “I think that crypto technology has so many advantages over the traditional way we’re doing things that in the future there will be no distinction. It’s kind of how technology itself was viewed as a sector of the economy for a very long time… I think crypto will go through the same transition where we’re still thinking about it in its own bucket but eventually everything will be on-chain in some form or another and the distinction will disappear.” Robinhood CEO Vlad Tenev explains why this transition is taking so long: “I think the challenge with traditional finance — particularly on the infrastructure layer — is they have a lot of stakeholders, and if you think about where they generate the bulk of their revenue, it’s not from crypto-related initiatives. And a lot of these stakeholders, because they’re quite big, are going to be resistant and slower to adopt technologies. They’re going to be late adopters. They’re going to wait until it’s proven before adopting it, and that’s why we [Robinhood] have had to do greater vertical integration than we would normally want to do in TradFi. We acquired Bitstamp. We have our own exchange. And we have our own chain because I don’t think — to be at the frontier of crypto — you can rely on traditional infrastructure providers. I think they’ll get there eventually but it will take a very long time.” Ethereum will be the global settlement layer for this new financial system, and ETH will be its money. ETH is the base pair for trading on The Robinhood Chain, the highest volume asset, and the gas token to pay for blockspace. Source: TOKEN2049 (Oct 2025)

Etherealize

132,487 Aufrufe • vor 2 Monaten

Jordan Peterson: "If you're competent and silent you will be ignored." "You might think well people should reward you because you're competent. And yes of course they should. But if you're competent and silent then you're just part of the background that's keeping everything functioning" On why you cannot negotiate from a position of weakness: "If you want to push your career forward you have to push it forward. You have to be competent and you have to be strategic" "To be strategic when you negotiate for a new position or a new salary you have to be able to say if you don't give me what I want then something you don't like will happen to you" "It's not a physical threat. It's that you have an option" "You have your CV in order. You're educated and competent and desirable to people outside of your immediate job. You're willing to instantly put yourself on the job market" "So that when you go talk to the person you're negotiating with you're credible" On the one thing most people completely miss about negotiation: "It's very seldom that you're talking to the person who's at the top of the pecking order. What you need to do is tell them a story that they can tell to their boss to make you not a problem" "A good story is look we really need this person because they're hyper competent and they have a better offer" "If you go in there with no power you're going to lose. Obviously" He concludes with the one thing every competent person needs to hear: "The first thing you need to know if you're going to negotiate is that you have to be able to say no. And what no means is that you're not going to do it"
2:05

Jordan Peterson: "If you're competent and silent you will be ignored." "You might think well people should reward you because you're competent. And yes of course they should. But if you're competent and silent then you're just part of the background that's keeping everything functioning" On why you cannot negotiate from a position of weakness: "If you want to push your career forward you have to push it forward. You have to be competent and you have to be strategic" "To be strategic when you negotiate for a new position or a new salary you have to be able to say if you don't give me what I want then something you don't like will happen to you" "It's not a physical threat. It's that you have an option" "You have your CV in order. You're educated and competent and desirable to people outside of your immediate job. You're willing to instantly put yourself on the job market" "So that when you go talk to the person you're negotiating with you're credible" On the one thing most people completely miss about negotiation: "It's very seldom that you're talking to the person who's at the top of the pecking order. What you need to do is tell them a story that they can tell to their boss to make you not a problem" "A good story is look we really need this person because they're hyper competent and they have a better offer" "If you go in there with no power you're going to lose. Obviously" He concludes with the one thing every competent person needs to hear: "The first thing you need to know if you're going to negotiate is that you have to be able to say no. And what no means is that you're not going to do it"

Brad

35,334 Aufrufe • vor 1 Monat

CEO of phygitals explains why they chose to build on Solana "I think one thing Solana does really well and they're hard to beat at is both foundation and ecosystem support from builders and founders. They have the Superteam initiative, which is a great initiative where you can get tons of resources and learnings and free resources to build. And then the general community and collector community within Solana is very vibrant. Our whole go to market was pretty much utilizing ungraded/cheap Pokémon cards that we acquired while we didn't have much funding or profits. We gave these out to top Solana NFT communities and through the liveliness in the ecosystem, Phygitals was created. The initial user base was all Solana NFT collectors or traders and in that sense they have such a large user base, which makes it incredibly easy to build on."
1:01

CEO of phygitals explains why they chose to build on Solana "I think one thing Solana does really well and they're hard to beat at is both foundation and ecosystem support from builders and founders. They have the Superteam initiative, which is a great initiative where you can get tons of resources and learnings and free resources to build. And then the general community and collector community within Solana is very vibrant. Our whole go to market was pretty much utilizing ungraded/cheap Pokémon cards that we acquired while we didn't have much funding or profits. We gave these out to top Solana NFT communities and through the liveliness in the ecosystem, Phygitals was created. The initial user base was all Solana NFT collectors or traders and in that sense they have such a large user base, which makes it incredibly easy to build on."

Solana

48,231 Aufrufe • vor 4 Monaten

Col. Lawrence Wilkerson: 'China🇨🇳 doesn't want a DIRECT WAR with the US🇺🇸, which would derail their victories in the overall competition.' 'I think the Chinese in particular are very, very concerned about where the empire is right now because they know, as Ricardo Alarcón told me one time about Cuba, a dying elephant can thrash a lot of grass. And the Chinese don't want their grass thrashed. They're doing well, they're winning the overall competition in the world—economic, cultural, military, you name it, they're winning. They don't want that to be derailed, and a war with the United States, an in-your-face war with the United States, would do that. They'd win. They would ultimately win. But it would be a Pyrrhic victory in many respects, given their progress right now. So it's a difficult thing for other people in the world to deal with. 60% of the world, 60% of the GDP hates our guts. And they would have an audience, if you will, immediately if they took us on. But they don't want to because they're winning. And if they're winning, why should they want to derail that to a certain extent by taking us on directly? They're going to have to if we persist in this kind of strategy. But I think they're crafty enough to figure out a way to deal with this otherwise, and they will do that.' —Col. Lawrence Wilkerson, former Chief of Staff at the US State Department Watch the full interview in the quoted post below👇
1:44

Col. Lawrence Wilkerson: 'China🇨🇳 doesn't want a DIRECT WAR with the US🇺🇸, which would derail their victories in the overall competition.' 'I think the Chinese in particular are very, very concerned about where the empire is right now because they know, as Ricardo Alarcón told me one time about Cuba, a dying elephant can thrash a lot of grass. And the Chinese don't want their grass thrashed. They're doing well, they're winning the overall competition in the world—economic, cultural, military, you name it, they're winning. They don't want that to be derailed, and a war with the United States, an in-your-face war with the United States, would do that. They'd win. They would ultimately win. But it would be a Pyrrhic victory in many respects, given their progress right now. So it's a difficult thing for other people in the world to deal with. 60% of the world, 60% of the GDP hates our guts. And they would have an audience, if you will, immediately if they took us on. But they don't want to because they're winning. And if they're winning, why should they want to derail that to a certain extent by taking us on directly? They're going to have to if we persist in this kind of strategy. But I think they're crafty enough to figure out a way to deal with this otherwise, and they will do that.' —Col. Lawrence Wilkerson, former Chief of Staff at the US State Department Watch the full interview in the quoted post below👇

Going Underground

67,071 Aufrufe • vor 1 Monat

Why BlackRock CEO Larry Fink calls Ethereum “the toll road to tokenization” “In Davos, my old boss Larry Fink had a great slide when he was talking about the future of finance that said, ‘Ethereum is the toll road to tokenization.’” BlackRock’s former Head of Crypto Joseph Chalom explains: “There’s a recognition from the largest, most sophisticated institutions in the world that Ethereum is going to be the global financial ledger because it has the trust, liquidity and security.” Asked if there’s a role for more centralized L1 blockchains, Joseph replies: “I do think there will be roles for other L1s — I think they’ll be specialized. Solana does an amazing job on meme coins, altcoins, and gaming, and there may be use cases. But if you look where the largest financial institutions in the world are building their money market funds, trading applications — Robinhood, Coinbase — it’s on Ethereum. I’m not here to FUD others. I think the Solana Foundation did a great job over the past several years when there was a bit of a gap in the Ethereum narrative and leadership to steal some of that marketing thunder. But marketing thunder is not real world use cases.”
1:03

Why BlackRock CEO Larry Fink calls Ethereum “the toll road to tokenization” “In Davos, my old boss Larry Fink had a great slide when he was talking about the future of finance that said, ‘Ethereum is the toll road to tokenization.’” BlackRock’s former Head of Crypto Joseph Chalom explains: “There’s a recognition from the largest, most sophisticated institutions in the world that Ethereum is going to be the global financial ledger because it has the trust, liquidity and security.” Asked if there’s a role for more centralized L1 blockchains, Joseph replies: “I do think there will be roles for other L1s — I think they’ll be specialized. Solana does an amazing job on meme coins, altcoins, and gaming, and there may be use cases. But if you look where the largest financial institutions in the world are building their money market funds, trading applications — Robinhood, Coinbase — it’s on Ethereum. I’m not here to FUD others. I think the Solana Foundation did a great job over the past several years when there was a bit of a gap in the Ethereum narrative and leadership to steal some of that marketing thunder. But marketing thunder is not real world use cases.”

Etherealize

22,603 Aufrufe • vor 6 Monaten

Threadguy explains his bull case for Solana “I had a thought in the last couple days that we buy Solana. Hear me out, if the narrative is death to infra slop, then all L2s are worthless and Ethereum is generally uninteresting” “Arbitrum, Blast, Berachain, AVAX, everything is dead, but if you believe the speculative onchain thesis plays out, it’s going to happen on Solana” “To not believe in Solana’s success is to be short degeneracy”
1:22

Threadguy explains his bull case for Solana “I had a thought in the last couple days that we buy Solana. Hear me out, if the narrative is death to infra slop, then all L2s are worthless and Ethereum is generally uninteresting” “Arbitrum, Blast, Berachain, AVAX, everything is dead, but if you believe the speculative onchain thesis plays out, it’s going to happen on Solana” “To not believe in Solana’s success is to be short degeneracy”

Jack

46,151 Aufrufe • vor 7 Monaten

Amira on MoneyGram Ramps going live on Solana: "MoneyGram has 500,000 locations all over the world, one of the biggest networks for people moving money across borders" "They've opened up that infrastructure for people building on Solana" "If you're building a wallet or an application, you can tap into MoneyGram's API and make it easy for people to take cash in and get that onramped into a wallet" "Or if you're in one of 170 countries, you can offramp and turn money that lives in a Solana wallet into local cash" Amira V MoneyGram
0:59

Amira on MoneyGram Ramps going live on Solana: "MoneyGram has 500,000 locations all over the world, one of the biggest networks for people moving money across borders" "They've opened up that infrastructure for people building on Solana" "If you're building a wallet or an application, you can tap into MoneyGram's API and make it easy for people to take cash in and get that onramped into a wallet" "Or if you're in one of 170 countries, you can offramp and turn money that lives in a Solana wallet into local cash" Amira V MoneyGram

Solana

137,258 Aufrufe • vor 29 Tagen

Johann Kerbrat on why Robinhood is building its own L2 on Ethereum At Consensus Hong Kong in February 2026, Robinhood launched a public testnet for Robinhood Chain, an Ethereum Layer 2 built with Arbitrum. Following six months of private testing, Robinhood plans to launch the mainnet in 2026 and will migrate tokenized US stocks and ETFs currently offered to EU customers on Arbitrum One to its own dedicated Arbitrum-powered L2 that still settles on Ethereum. Coinbase has adopted a similar strategy with its plans to take full control over Base’s tech stack and advance the L2 toward Stage 2 decentralization. Robinhood Head of Crypto Johann Kerbrat explains the rationale behind building an L2: “We can still get the security and liquidity of Ethereum, benefit from all of the work that the Arbitrum team has done, and on top of that, customize [the chain] every time we want to build something.” He continues: “If we want to give people access to all of the tools and elements of traditional finance, we also need flexibility [to comply with] what regulators are asking us to do. A world where you have full privacy and you can do whatever you want without KYC and trade securities is still a bit far for us. But what we are trying to find is a good middle ground. You will be on a permissionless chain. You will be able to interact with DeFi and do a lot of things with your stock tokens. We think it’s a great compromise.” Galaxy Head of Research Alex Thorn points out that you can embed a lot of compliance controls at the application and token layers on top of Ethereum. Source: Galaxy Research (May 2026)
2:48

Johann Kerbrat on why Robinhood is building its own L2 on Ethereum At Consensus Hong Kong in February 2026, Robinhood launched a public testnet for Robinhood Chain, an Ethereum Layer 2 built with Arbitrum. Following six months of private testing, Robinhood plans to launch the mainnet in 2026 and will migrate tokenized US stocks and ETFs currently offered to EU customers on Arbitrum One to its own dedicated Arbitrum-powered L2 that still settles on Ethereum. Coinbase has adopted a similar strategy with its plans to take full control over Base’s tech stack and advance the L2 toward Stage 2 decentralization. Robinhood Head of Crypto Johann Kerbrat explains the rationale behind building an L2: “We can still get the security and liquidity of Ethereum, benefit from all of the work that the Arbitrum team has done, and on top of that, customize [the chain] every time we want to build something.” He continues: “If we want to give people access to all of the tools and elements of traditional finance, we also need flexibility [to comply with] what regulators are asking us to do. A world where you have full privacy and you can do whatever you want without KYC and trade securities is still a bit far for us. But what we are trying to find is a good middle ground. You will be on a permissionless chain. You will be able to interact with DeFi and do a lot of things with your stock tokens. We think it’s a great compromise.” Galaxy Head of Research Alex Thorn points out that you can embed a lot of compliance controls at the application and token layers on top of Ethereum. Source: Galaxy Research (May 2026)

Etherealize

98,848 Aufrufe • vor 3 Monaten

Vibhu on why Solana is the Netflix of finance: "The vision of Solana is one marketplace where every asset and every market live together in a single place" "I think it's basically inevitable at this point that every asset in the world will be a digital asset" "Today, Solana hosts $50B of network assets. That's a very small number relative to the global TAM" vibhu
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Vibhu on why Solana is the Netflix of finance: "The vision of Solana is one marketplace where every asset and every market live together in a single place" "I think it's basically inevitable at this point that every asset in the world will be a digital asset" "Today, Solana hosts $50B of network assets. That's a very small number relative to the global TAM" vibhu

Solana

154,539 Aufrufe • vor 1 Monat