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Thinking about $ETH and the current state of crypto... there's two interesting facts that keep popping into my head... 1) Defi on Bitcoin never took off This really surprises me honestly because I always thought it would (I assumed via EVM or SVM L2's), but it hasn't, not even... a little bit. 2) No other L1 has really staged a significant challenge to it either Like seriously... its pretty much just Ethereum now... is it not? Solana has had tremendous success obviously (and I like $SOL and own some), but its all sort of Solana-specific, if that makes sense... And beyond that, no other chain has even come close to matching Ethereum... At one point in 2021 there were other chains that got really popular for a time- first BSC, then Fantom, then Avalanche, etc- but really none of those were able to sustain the momentum. And today, if you want to do anything serious in crypto, you are going to build it on Ethereum (or on something else that is itself built on top of Ethereum). Steve Pack aka Steven Pack | RockSolid- from RockSolid Network- talks about this in the below clip. Its an older video but I was re-watching it and the segment struck me, as it really sums up what I think is the biggest bull case in Ethereum's favor... Which is that for all intents and purposes, Ethereum IS crypto at this point. Bitcoin has fully moved into its "store of value" era, which is awesome and which I support, but the fact is that there is nothing built on top of Bitcoin. And indeed only a tiny minority of $BTC holders actually hold it on chain. And I'm not even saying this is bad- it just is what it is. I actually disagree with those who lament the Bitcoin ETF's and the Saylor accumulation and institutional adoption and etc - I think these developments are a net positive and were always bound to happen. But Bitcoin is definitely not "crypto" at this point (the BTC maxi's were right about that in the end, interestingly). And then yeah, in terms of on-chain stuff, Solana has had a lot of success with memecoins and the sort of degen trencher world (and for a time I thought they were going to see breakout success via livestreaming on PumpFun, but then it pretty much died out)... But for any serious "crypto" stuff its going to be Ethereum. So yeah... if, like me, you are still bullish $ETH for the above reasons (or just a masochist, depending on how you want to look at it), and if you want to earn yield on it and support its decentralization, then I highly recommend RockSolid Network. I've been an advisor to them for awhile now- hence will use this partnership tag thing, although these are just my thoughts and me trying to support them in general, not a specific advertisement or something- and I really view them as the best of the best as far as Ethereum and its roll in crypto goes. They are hardcore idealists in every sense, and have tried to do everything right in building the project, abiding by the original OG Etherean ethos and the spirit of decentralization and permissionlessness and etc at every turn (they've also built their vaults without token incentives or points programs or hints of an airdrop or anything else, interestingly)... In this regard, right now there are three RockSolid vaults... a) the Rocksolid $rETH Vault b) the RockSolid AutoPlus Looped $ETH Vault, and c) the new RockSolid MegaETH USDm Vault (will link to this one below!) Highly recommend checking them out! And also highly recommend following the RockSolid Network account, as well as co-founders Ben Ward and Steven Pack | RockSolid 💪 And yeah... I really do believe that crypto will get its time in the sun... and that eventually all these assets will get the valuations they deserve... And at that point there's honestly nothing in crypto that I think should be valued as high as $ETH 🫡show more

rektdiomedes

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Electric Capital co-founder Avichal Garg: Ethereum is a programmable store of value “I think the right frame is that Bitcoin is an existence proof. Ethereum is perhaps the second example of an internet-native store of value. It just has different properties and is useful in its own way.” “The fact that you can actually build on top of Ethereum — it’s a programmable store of value — is I think what’s really fascinating. In theory Bitcoin is programmable but it wasn’t really designed for that, and in many ways it’s sort of antithetical to the base layer: you don’t actually want it to change. That’s sort of the superpower of Bitcoin: you know what you’re getting. And that stability is really important.” “But with Ethereum you have stablecoins on it, and that’s where all the stablecoin volume is. And ultimately, if you look at where the global financial system will be built, I think it’s going to be built in the non-sovereign space. It will likely be built on top of Ethereum.”

Electric Capital co-founder Avichal Garg: Ethereum is a programmable store of value “I think the right frame is that Bitcoin is an existence proof. Ethereum is perhaps the second example of an internet-native store of value. It just has different properties and is useful in its own way.” “The fact that you can actually build on top of Ethereum — it’s a programmable store of value — is I think what’s really fascinating. In theory Bitcoin is programmable but it wasn’t really designed for that, and in many ways it’s sort of antithetical to the base layer: you don’t actually want it to change. That’s sort of the superpower of Bitcoin: you know what you’re getting. And that stability is really important.” “But with Ethereum you have stablecoins on it, and that’s where all the stablecoin volume is. And ultimately, if you look at where the global financial system will be built, I think it’s going to be built in the non-sovereign space. It will likely be built on top of Ethereum.”

Etherealize

14,901 Aufrufe • vor 2 Monaten

.Erik Voorhees: It’s actually good, from the Trojan horse perspective, that Bitcoin was traceable enough for traditional institutions to tolerate it. “When Bitcoin came out, everyone called it private, thought of it as private. It was referred to as anonymous in every news story. And in some ways, it is very private and very anonymous. But the truth is that it’s also extremely trackable and traceable. It is not private in reality. And the question is, should it have been from the start? And at first I thought, yes, it should have been more private. And that was a mistake in its design. However, I think if Bitcoin had been anonymous truly from the start, like a Zcash or a Monero, it would have had such antagonism from the state. I don’t know that the state could have snuffed it out, but they would have tried much harder. And I think it’s actually good, from the Trojan horse metaphor perspective, that it was traceable enough that the traditional institutions could tolerate it. They’ve never liked it, but they could at least tolerate it because there is some traceability. And that has allowed Bitcoin to grow. And I think in its shadow, that other crypto assets are actually anonymous is very healthy. The strength of cryptocurrency as a concept in society, I think, is served best when Bitcoin itself is not perfectly private, but other assets are. That is a very difficult thing, I think, for the state to combat. And that decentralization of attributes is really, really crucial. So, yeah, I’m very glad that there are other coins that are private. I want there to be more of them, and I want them to be more popular. And I think it’s okay that Bitcoin itself is not.”

.Erik Voorhees: It’s actually good, from the Trojan horse perspective, that Bitcoin was traceable enough for traditional institutions to tolerate it. “When Bitcoin came out, everyone called it private, thought of it as private. It was referred to as anonymous in every news story. And in some ways, it is very private and very anonymous. But the truth is that it’s also extremely trackable and traceable. It is not private in reality. And the question is, should it have been from the start? And at first I thought, yes, it should have been more private. And that was a mistake in its design. However, I think if Bitcoin had been anonymous truly from the start, like a Zcash or a Monero, it would have had such antagonism from the state. I don’t know that the state could have snuffed it out, but they would have tried much harder. And I think it’s actually good, from the Trojan horse metaphor perspective, that it was traceable enough that the traditional institutions could tolerate it. They’ve never liked it, but they could at least tolerate it because there is some traceability. And that has allowed Bitcoin to grow. And I think in its shadow, that other crypto assets are actually anonymous is very healthy. The strength of cryptocurrency as a concept in society, I think, is served best when Bitcoin itself is not perfectly private, but other assets are. That is a very difficult thing, I think, for the state to combat. And that decentralization of attributes is really, really crucial. So, yeah, I’m very glad that there are other coins that are private. I want there to be more of them, and I want them to be more popular. And I think it’s okay that Bitcoin itself is not.”

Arjun Khemani

23,351 Aufrufe • vor 3 Monaten

Erik Vorhees: “ETH is still the king, and I don’t see it being dethroned" The founder of ShapeShift and Venice AI is asked if Ethereum was a “sustainable ecosystem.” He replies: “I think [Ethereum] is more than sustainable. I think it is the clear winner of the smart contract innovation. It actually wasn’t the first mover in smart contracts, but it was the first one to achieve any sort of scale with smart contracts. What’s most important about Ethereum isn’t so much the first-mover advantage as much as it is the network effect it has had since it was released.” Erik continues: “I think both Bitcoin and Ethereum have achieved a network effect that is close to unassailable. People have gotten distracted with some of these other L1s, but if you look at metrics like where the developers are and where stablecoin volumes are, these are hard to fake metrics that are very important. They’ve always been predominantly on Ethereum. It’s not even close. I’m glad that other people tried to build L1s. The process of innovation and competition is really important. But ETH is still the king, and I don’t see it being dethroned. It has had various scaling challenges — the patchwork of L2s and the UX problems between them sucks. But I have a suspicion that Base is going to end up becoming the predominant L2 on top of the predominant L1 of ETH and that vertical is going to be very powerful and very strong. So yes, I’m always bullish on ETH in the same way I’m always bullish on Bitcoin.” However, Erik warns that if Base loses its permissionlessness it “will flounder and deserves to die”: “Base has designed things very well. It has gotten a lot of adoption and very quickly became the major L2 even though it was not the first mover. I think it’s gaining a network effect pretty quickly. It obviously has a very powerful corporate ally in Coinbase, and to the degree that Coinbase does not abuse that privilege, that’s a very good privilege. Abuse here means: if Coinbase tries to exert control over base such that it loses its permissionlessness, then it will flounder and deserves to die. But Coinbase has been a very good actor in this regard, and they deserve a lot of credit for demonstrating the principles of decentralization and permissionless innovation in several parts of what they do. Obviously the centralized exchange is not that, but it’s not trying to be either.” Source: CoinDesk (Dec 2025)

Erik Vorhees: “ETH is still the king, and I don’t see it being dethroned" The founder of ShapeShift and Venice AI is asked if Ethereum was a “sustainable ecosystem.” He replies: “I think [Ethereum] is more than sustainable. I think it is the clear winner of the smart contract innovation. It actually wasn’t the first mover in smart contracts, but it was the first one to achieve any sort of scale with smart contracts. What’s most important about Ethereum isn’t so much the first-mover advantage as much as it is the network effect it has had since it was released.” Erik continues: “I think both Bitcoin and Ethereum have achieved a network effect that is close to unassailable. People have gotten distracted with some of these other L1s, but if you look at metrics like where the developers are and where stablecoin volumes are, these are hard to fake metrics that are very important. They’ve always been predominantly on Ethereum. It’s not even close. I’m glad that other people tried to build L1s. The process of innovation and competition is really important. But ETH is still the king, and I don’t see it being dethroned. It has had various scaling challenges — the patchwork of L2s and the UX problems between them sucks. But I have a suspicion that Base is going to end up becoming the predominant L2 on top of the predominant L1 of ETH and that vertical is going to be very powerful and very strong. So yes, I’m always bullish on ETH in the same way I’m always bullish on Bitcoin.” However, Erik warns that if Base loses its permissionlessness it “will flounder and deserves to die”: “Base has designed things very well. It has gotten a lot of adoption and very quickly became the major L2 even though it was not the first mover. I think it’s gaining a network effect pretty quickly. It obviously has a very powerful corporate ally in Coinbase, and to the degree that Coinbase does not abuse that privilege, that’s a very good privilege. Abuse here means: if Coinbase tries to exert control over base such that it loses its permissionlessness, then it will flounder and deserves to die. But Coinbase has been a very good actor in this regard, and they deserve a lot of credit for demonstrating the principles of decentralization and permissionless innovation in several parts of what they do. Obviously the centralized exchange is not that, but it’s not trying to be either.” Source: CoinDesk (Dec 2025)

Etherealize

135,499 Aufrufe • vor 6 Monaten

Ansem says $VVV is one of the sleeper consumer app play in crypto "VVV is a sleeper consumer app play onchain. I think VVV is one of the sleeper plays in crypto" "They have like 4 million users right now. I think they just hit like $100 million annualized revenue" "VVV is one of the applications that has found breakout success and consumer success, which is extremely hard to do with customers that aren't even really crypto-native" "I think the narrative for them as uncensored AI is just great generally going forward" "For the same reason that Bitcoin made a ton of sense, like uncensored money, you should have uncensored access to AI, especially if AI is going to continue to get a lot more impressive over the years" "It's a great trade. It was a really strong leader this year. It went from $1 to $20" "Their numbers are fucking through the roof. They're crushing it" "I think it's rare that a crypto app is crushing it outside of crypto and also has a token attached to it. And the team is focused on delivering value to the token as well" "I like Venice a lot. There's not really much that they're competing with in the AI space right now in crypto"

Ansem says $VVV is one of the sleeper consumer app play in crypto "VVV is a sleeper consumer app play onchain. I think VVV is one of the sleeper plays in crypto" "They have like 4 million users right now. I think they just hit like $100 million annualized revenue" "VVV is one of the applications that has found breakout success and consumer success, which is extremely hard to do with customers that aren't even really crypto-native" "I think the narrative for them as uncensored AI is just great generally going forward" "For the same reason that Bitcoin made a ton of sense, like uncensored money, you should have uncensored access to AI, especially if AI is going to continue to get a lot more impressive over the years" "It's a great trade. It was a really strong leader this year. It went from $1 to $20" "Their numbers are fucking through the roof. They're crushing it" "I think it's rare that a crypto app is crushing it outside of crypto and also has a token attached to it. And the team is focused on delivering value to the token as well" "I like Venice a lot. There's not really much that they're competing with in the AI space right now in crypto"

Shadooow

17,144 Aufrufe • vor 1 Monat

.Justin Drake: "I don't see how ETH could not flip BTC" Justin is asked: What's Ethereum? Is it a settlement layer? A world computer? Monetary network? He responds: "For me, this hasn't changed for many years. Ethereum is the Internet of Value." "In order to be successful as the Internet of Value you need very good money at the center of it because that will be the substrate -- the economic bandwidth -- that will allow you to build a lot of services (e.g. loans, stablecoins)." "In some sense, the success of the platform and the success of the money are tied at the hip. This is why I think those who are pushing for ETH as money are really helping the platform and vice versa -- those who are helping the platform are helping with ETH the money." "One of my theses is that we'll have winner-takes-most platforms. There's only one Internet. There's only going to be one Internet of Value that captures 90-99% of all economic activity. And just for weird, path-dependent reasons, we have Bitcoin that is the largest money right now. But I think this is a highly-unstable equilibrium for multiple reasons. And I think the best candidate to win the Internet of Value is by far Ethereum." Fede’s intern 🥊 adds to this point, "I was never convinced there was a chance of [Ethereum flipping Bitcoin] to be honest. But I'm getting convinced there's a high probability -- you [Justin] have played a part in convincing me because of the issuance (declining block subsidy) and now the post-quantum. I do think there's a high chance that ETH becomes the dominant economic substrate in the long-term. I don't see how proof-of-work could work long-term." Justin echoes this: "Unless there's some catastrophic failure of Ethereum, I don't see how Ethereum could not flip Bitcoin." Source: Blockspace Forum Read our thesis on why ETH is better money than BTC below 👇

.Justin Drake: "I don't see how ETH could not flip BTC" Justin is asked: What's Ethereum? Is it a settlement layer? A world computer? Monetary network? He responds: "For me, this hasn't changed for many years. Ethereum is the Internet of Value." "In order to be successful as the Internet of Value you need very good money at the center of it because that will be the substrate -- the economic bandwidth -- that will allow you to build a lot of services (e.g. loans, stablecoins)." "In some sense, the success of the platform and the success of the money are tied at the hip. This is why I think those who are pushing for ETH as money are really helping the platform and vice versa -- those who are helping the platform are helping with ETH the money." "One of my theses is that we'll have winner-takes-most platforms. There's only one Internet. There's only going to be one Internet of Value that captures 90-99% of all economic activity. And just for weird, path-dependent reasons, we have Bitcoin that is the largest money right now. But I think this is a highly-unstable equilibrium for multiple reasons. And I think the best candidate to win the Internet of Value is by far Ethereum." Fede’s intern 🥊 adds to this point, "I was never convinced there was a chance of [Ethereum flipping Bitcoin] to be honest. But I'm getting convinced there's a high probability -- you [Justin] have played a part in convincing me because of the issuance (declining block subsidy) and now the post-quantum. I do think there's a high chance that ETH becomes the dominant economic substrate in the long-term. I don't see how proof-of-work could work long-term." Justin echoes this: "Unless there's some catastrophic failure of Ethereum, I don't see how Ethereum could not flip Bitcoin." Source: Blockspace Forum Read our thesis on why ETH is better money than BTC below 👇

Etherealize

170,842 Aufrufe • vor 5 Monaten

Right now, it feels as if the Sentiment in PulseChain Ecosystem is at Max Pain....or Close to it. I have seen multiple posts and comments about people wanting to give up, and move to other things. Some from people who have been here a long time! I have been here striving with you all since last July and I have not really seen these types of Public displays until now. It is always the Darkest before the Dawn! This is the Year of the American Pro-Crypto Administration, and a New Era of Crypto Adoption, and the implications of that will resonate all over the world. This is the year of The Most Epic part of the Bullrun after the Bitcoin Halving. This is the Year for exposing the Dark, Hidden, Evil things of world power, and Truth piercing the veil ! During CV19, the Worlds biggest coordinated Psyop ever, when the world shut down, Crypto still had its time, and still shined bright. Red Candles always bring out the deepest Anxieties and Emotions within the crowd. A few weeks ago in December many were feeling on top of the world! What happened to that? The Psychological battle in your mind is at an All Time High, and the dreams you placed at the last Top have temporarily vanished, and you are left with a feeling of uncertainty. You either find out whats next for PulseChain, or you leave! I believe PulseChain is a statement toward Government Tyranny, Censorship, and a statement in Human Freedom against the New World Order. It is a Blockchain that has not been captured by Centralized Entities, VC's, Government Agencies, or any group that seeks to oppress humans. The Upside is absolutely WILD. I believe there is so much prosperity yet to be unleashed on this Chain, and i'm excited to be apart of it. It's a new frontier in Crypto, and I always call it the FREEDOM Chain ! Because I believe it is! This Blockchain is where I call Home now for Crypto, so there is nowhere else i'd rather be. I can only speak for myself. I still believe in PulseChain and Richard Heart !! You can't shake me or break me out of my convictions or position, I worked and researched and prayed about it too hard. will not fumble this opportunity. I believe there is some real Truth encoded on to this chain that gives it a truly solid foundation that can stand the test of time, and I was willing to risk my all to venture out and take hold of it. I won't be turning down, shrinking back, or folding up! excited for PulseChain 2025 even if things seem uncertain and many are fearful. RH will be vindicated. Glory will be had. This Chain will have a top spot in all of Crypto, many will be blessed. I used to be a Bitcoin Maxi, but I got humbled, and now i'm a Ride or Die PulseChainer and here for the Truth and Glory. Even through a big correction, I still have more right now than I ever could trying to do something else..... I WILL NOT Lose. I hope you don't either. WE. WILL. WIN ! I chose the Song "War Ready, by BigXthaPlug & Mon$+@" because its a fighting song, and I ain't backing down from what I believe to be Right! Amidst the noise, here's to an amazing 2025 of FREEDOM !

Right now, it feels as if the Sentiment in PulseChain Ecosystem is at Max Pain....or Close to it. I have seen multiple posts and comments about people wanting to give up, and move to other things. Some from people who have been here a long time! I have been here striving with you all since last July and I have not really seen these types of Public displays until now. It is always the Darkest before the Dawn! This is the Year of the American Pro-Crypto Administration, and a New Era of Crypto Adoption, and the implications of that will resonate all over the world. This is the year of The Most Epic part of the Bullrun after the Bitcoin Halving. This is the Year for exposing the Dark, Hidden, Evil things of world power, and Truth piercing the veil ! During CV19, the Worlds biggest coordinated Psyop ever, when the world shut down, Crypto still had its time, and still shined bright. Red Candles always bring out the deepest Anxieties and Emotions within the crowd. A few weeks ago in December many were feeling on top of the world! What happened to that? The Psychological battle in your mind is at an All Time High, and the dreams you placed at the last Top have temporarily vanished, and you are left with a feeling of uncertainty. You either find out whats next for PulseChain, or you leave! I believe PulseChain is a statement toward Government Tyranny, Censorship, and a statement in Human Freedom against the New World Order. It is a Blockchain that has not been captured by Centralized Entities, VC's, Government Agencies, or any group that seeks to oppress humans. The Upside is absolutely WILD. I believe there is so much prosperity yet to be unleashed on this Chain, and i'm excited to be apart of it. It's a new frontier in Crypto, and I always call it the FREEDOM Chain ! Because I believe it is! This Blockchain is where I call Home now for Crypto, so there is nowhere else i'd rather be. I can only speak for myself. I still believe in PulseChain and Richard Heart !! You can't shake me or break me out of my convictions or position, I worked and researched and prayed about it too hard. will not fumble this opportunity. I believe there is some real Truth encoded on to this chain that gives it a truly solid foundation that can stand the test of time, and I was willing to risk my all to venture out and take hold of it. I won't be turning down, shrinking back, or folding up! excited for PulseChain 2025 even if things seem uncertain and many are fearful. RH will be vindicated. Glory will be had. This Chain will have a top spot in all of Crypto, many will be blessed. I used to be a Bitcoin Maxi, but I got humbled, and now i'm a Ride or Die PulseChainer and here for the Truth and Glory. Even through a big correction, I still have more right now than I ever could trying to do something else..... I WILL NOT Lose. I hope you don't either. WE. WILL. WIN ! I chose the Song "War Ready, by BigXthaPlug & Mon$+@" because its a fighting song, and I ain't backing down from what I believe to be Right! Amidst the noise, here's to an amazing 2025 of FREEDOM !

FREEDOM_777

15,543 Aufrufe • vor 1 Jahr

Ethereum is officially transitioning to a monopoly L2s are finished, $ETH monopolizes smart contract rails In my mental framework, $ETH is a value index of smart contracts. It has network effect (most wallets), economies of scale (60% stablecoins are tokenized on ethereum) and proprietary technology (100% uptime). It's early days to talk about value capture because no token has really pumped because of utility the past 10 years, it's mostly the social value that creates fomo which created the pumps. Ethereum is the symbol the OG crypto anarchist social value, and vitalik.eth and the Ethereum community keep pushing for that. This community can't be replaced with Solana or BNB's community, which is a real moat that Ethereum has. One can argue Bitcoin has similar or more hardcore anarchist community, yes, this is why $BTC is number one and $ETH is number two. But over time I believe Ethereum's upside is far better because smart contracts enable it to scale its community via use cases/Apps like stablecoin and DAOs. Despite Thomas (Tom) Lee (not drummer) FundstratDirect.com buying 5% of $ETH that OG ethos of Ethereum is not going to change to the "enterprise chain" ethos because of the $ETH community and vitalik.eth. $ETH $BMNR

Ethereum is officially transitioning to a monopoly L2s are finished, $ETH monopolizes smart contract rails In my mental framework, $ETH is a value index of smart contracts. It has network effect (most wallets), economies of scale (60% stablecoins are tokenized on ethereum) and proprietary technology (100% uptime). It's early days to talk about value capture because no token has really pumped because of utility the past 10 years, it's mostly the social value that creates fomo which created the pumps. Ethereum is the symbol the OG crypto anarchist social value, and vitalik.eth and the Ethereum community keep pushing for that. This community can't be replaced with Solana or BNB's community, which is a real moat that Ethereum has. One can argue Bitcoin has similar or more hardcore anarchist community, yes, this is why $BTC is number one and $ETH is number two. But over time I believe Ethereum's upside is far better because smart contracts enable it to scale its community via use cases/Apps like stablecoin and DAOs. Despite Thomas (Tom) Lee (not drummer) FundstratDirect.com buying 5% of $ETH that OG ethos of Ethereum is not going to change to the "enterprise chain" ethos because of the $ETH community and vitalik.eth. $ETH $BMNR

Bitmine Marine (BMNR)

45,601 Aufrufe • vor 7 Monaten

Jack Dorsey on becoming a better storyteller: "I found myself very early on thinking about something like thinking about this early idea for Twitter and saying to myself, I could build this awesome. You have those shower-like moments, or you're walking at midnight in some town in New York City, and you've got these amazing brand ideas. And then you start thinking, well, I could really start doing this if only X and if I had this person or if this technology existed or if this happened or this happened. And what I realized was that I was constantly making excuses for not working on it. And then the window had passed, and then I couldn't do anything. So I think it's really, really important to write it out or to draw it out or to code it. But you need to get it out of your head. And the reason you have to get it out of your head is that you need to be able to see it on a surface that is not in your mind. And once you can see it, and once you can step back from it, then you can also decide this passes my filter, my constraints, so maybe I can show it and share it with some other people. And then they will be like that's the stupidest idea ever and or that's somewhat interesting, but maybe this and this and this. So the sooner you can do that, then you have a lot of momentum around it, and you can really decide if you want to commit to it and work on it more or put it on the shelf for a later date. And the realization that I think everyone needs to have about that latter option, putting it on the shelf, is that you can come back to it and it will surface back up in another piece of work or another idea at some point in your life. So having that ability to close off a chapter and move on is really, really important. You can't have all these open threads, and that's what I realized I was doing. And that also encouraged me to really write more and to really think about what's the story? How are people coming to this? And like when I show my friends this, how are they going to react and I would write it down. I would actually treat it like a play. And when I realized that I was writing plays, I read a lot more plays for style and for substance and for technique and I think it's really good. I think there is another company that I have always looked towards for inspiration and I know a number of people in this room probably have a similar company in mind, which is Apple. Apple, I think, is run like a theater company. It has a great sense of pacing, has a great sense of story and has a great sense of execution and it's all about event-driven, it's all stage-driven, the stage being a billboard or the stage being a keynote or the stage being a product launch. All of it has a very, very cohesive end-to-end story. I mean you think about what happened when Steve Jobs came back to the company. The first thing he did was kill every product line the company was working on. And for two years,rs they had no product on the market whatsoever. All they had were a bunch of posters all around the world with Steve Jobs' heroes, and it said, think different. And it was just focused on bringing up the brand and making people aware of the brand again and how the brand is aligning to this particular feeling and story. And then they came out with the iMac and then built iTunes and then the iPod, and they realized that, wait a minute, people are carrying music on their phones now, so we better build a phone, an iPhone. And so this unfolding of the plot and the epic story has been very, very interesting to watch, especially if you look back to that time when he came back to the company. So I've learned a lot from that company and other companies that operate in a similar fashion."

Founder Mode

107,213 Aufrufe • vor 9 Monaten

Max on Oval racing "I like watching it. For me its just on Oval. I dont want to do it just for the risk of injury. U know when u hit the fence its not worth it. When u did your stuff in f1 yeah u can win more there and I would probably love that but its not worth the risk of an accident. And hurt yourself really badly. And I know that in F1 that can happen as well but there they are hitting the wall with 370 or what and that is not something I am planning to do and sometimes its not even your fault right? Anything can happen"

Max on Oval racing "I like watching it. For me its just on Oval. I dont want to do it just for the risk of injury. U know when u hit the fence its not worth it. When u did your stuff in f1 yeah u can win more there and I would probably love that but its not worth the risk of an accident. And hurt yourself really badly. And I know that in F1 that can happen as well but there they are hitting the wall with 370 or what and that is not something I am planning to do and sometimes its not even your fault right? Anything can happen"

Laura 🦋

593,090 Aufrufe • vor 10 Monaten

If you do anything today, please listen to this 3-min clip on what Co-CEO Joseph Chalom refers to as The ETH Opportunity... FYI, Joe is the former Head of Digital Assets Strategy at BlackRock, who drove the creation of IBIT, ETHA, and BUIDL. "The more assets and transactions that are secured on the Ethereum network, have been proven to increase the value of ETH..." "If you look at the last 5 years, for each $2 secured on the network, on Ethereum and the L2s, it's driven about $1 of market cap value of Ethereum [ETH]..." "And if you take a step back and say stablecoins are at this size today, but Treasury Secretary Scott Bessent says it's gonna grow to a trillion over the next 3 years, if you look at the adoption of RWAs, which is in the first inning and can literally go j-curve, the value of tokenized assets which could be measured in the trillions or tens of trillions... they are gonna be secured by a decentralized network. We believe the vast majority is gonna be Ethereum. That is a bull case for ETH..." "If more assets are secured on the Ethereum network, the value of ETH will go up, and the value of it being a trust commodity, the highest value of money, is gonna be critically important if you believe we are at a paradigm shift, and that's what I call the ETH opportunity. It's not a trade, it's an ETH opportunity." "And for all of those who feel like they missed the early days of crypto, you are at still a very early entry point in the adoption of Ethereum and that is the long term ETH opportunity, not the ETH trade." ACCELERATE 🚀

If you do anything today, please listen to this 3-min clip on what Co-CEO Joseph Chalom refers to as The ETH Opportunity... FYI, Joe is the former Head of Digital Assets Strategy at BlackRock, who drove the creation of IBIT, ETHA, and BUIDL. "The more assets and transactions that are secured on the Ethereum network, have been proven to increase the value of ETH..." "If you look at the last 5 years, for each $2 secured on the network, on Ethereum and the L2s, it's driven about $1 of market cap value of Ethereum [ETH]..." "And if you take a step back and say stablecoins are at this size today, but Treasury Secretary Scott Bessent says it's gonna grow to a trillion over the next 3 years, if you look at the adoption of RWAs, which is in the first inning and can literally go j-curve, the value of tokenized assets which could be measured in the trillions or tens of trillions... they are gonna be secured by a decentralized network. We believe the vast majority is gonna be Ethereum. That is a bull case for ETH..." "If more assets are secured on the Ethereum network, the value of ETH will go up, and the value of it being a trust commodity, the highest value of money, is gonna be critically important if you believe we are at a paradigm shift, and that's what I call the ETH opportunity. It's not a trade, it's an ETH opportunity." "And for all of those who feel like they missed the early days of crypto, you are at still a very early entry point in the adoption of Ethereum and that is the long term ETH opportunity, not the ETH trade." ACCELERATE 🚀

DeFi Dad ⟠ defidad.eth

260,032 Aufrufe • vor 1 Jahr

Jason from Blockworks says AI is having its 2021 crypto moment, and a reckoning is coming "I actually believe AI is going through the moment that happened to crypto in 2021, where everything caught a bid. Celebrities were launching not only NFTs but their own chains. If you put blockchain in the name of your company you could raise a round. That's happening with AI right now." "There will be a reckoning, I promise you. And then in a couple of years the best companies in AI will be a hundred times larger than they are today. But there has to be the reckoning." "We just had the reckoning in crypto. There will be some amazing companies to buy in crypto. I think Bitcoin will do extremely well, I think HYPE will do well, a lot of my portfolio is still Solana." "There are some really good companies that will do well and come out of this reckoning, but it won't be one big trade like it was last time."

Jason from Blockworks says AI is having its 2021 crypto moment, and a reckoning is coming "I actually believe AI is going through the moment that happened to crypto in 2021, where everything caught a bid. Celebrities were launching not only NFTs but their own chains. If you put blockchain in the name of your company you could raise a round. That's happening with AI right now." "There will be a reckoning, I promise you. And then in a couple of years the best companies in AI will be a hundred times larger than they are today. But there has to be the reckoning." "We just had the reckoning in crypto. There will be some amazing companies to buy in crypto. I think Bitcoin will do extremely well, I think HYPE will do well, a lot of my portfolio is still Solana." "There are some really good companies that will do well and come out of this reckoning, but it won't be one big trade like it was last time."

The Wolf Of All Streets

33,039 Aufrufe • vor 24 Tagen

BitGo CEO Mike Belshe says Bitcoin's decentralization is unparalleled, Ethereum has done a little, and then a quick drop-off "Bitcoin will always have its own token. The token is the value. It is the decentralized asset. There's no debate that it provides a level of decentralization that is completely unparalleled." "Ethereum has done a little bit, and then it's a quick drop-off in terms of true decentralization for the rest of the coins. It's probably going to be more centralized than we like, not as centralized as the past. And the chains are still fighting it out on tech."

BitGo CEO Mike Belshe says Bitcoin's decentralization is unparalleled, Ethereum has done a little, and then a quick drop-off "Bitcoin will always have its own token. The token is the value. It is the decentralized asset. There's no debate that it provides a level of decentralization that is completely unparalleled." "Ethereum has done a little bit, and then it's a quick drop-off in terms of true decentralization for the rest of the coins. It's probably going to be more centralized than we like, not as centralized as the past. And the chains are still fighting it out on tech."

The Wolf Of All Streets

35,402 Aufrufe • vor 18 Tagen

It's inevitable as regulators continue to define the crypto industry that scale matters. I've had a premise in terms of investing in crypto for quite a few years now, that not only do you want to own the tokens, Bitcoin, Ethereum, etc, but you should also own the infrastructure. So I'm a shareholder in all the exchanges. I was one of the early shareholders in WonderFi. It was the largest exchange in Canada and highly regulated by the OSC. I think Vlad and the whole team at Robinhood saw the value of this asset and purchased it. WonderFi

It's inevitable as regulators continue to define the crypto industry that scale matters. I've had a premise in terms of investing in crypto for quite a few years now, that not only do you want to own the tokens, Bitcoin, Ethereum, etc, but you should also own the infrastructure. So I'm a shareholder in all the exchanges. I was one of the early shareholders in WonderFi. It was the largest exchange in Canada and highly regulated by the OSC. I think Vlad and the whole team at Robinhood saw the value of this asset and purchased it. WonderFi

Kevin O'Leary aka Mr. Wonderful

27,235 Aufrufe • vor 1 Jahr

What is Monad, and what makes it different? “When I first met (Monad Co-Founder) Keone, the idea for Monad was something that I was sort of waiting for somebody to come along and tell me that they were going to do. Almost every single implementation that is EVM-compatible today is a fork of Geth. Why are they all forks of Geth? The answer is because it’s really scary to rebuild the EVM. If you have a bug, if you mess up… like it’s just a nightmare scenario, right? And you guys obviously know this because you guys spent the last three years building the EVM from the ground up. And somebody’s going to do that. I’ve been saying this, writing this, talking about this, and nobody was really doing this. And then Keone showed up and told me, ‘I’m going to do that.’ And I said, ‘I want to invest. I think this is going to be huge. I think this is going to be one of the most important things that happens for the EVM in its history since the launch of Ethereum… Now it’s a pretty obvious idea. Monad is here to do it the biggest way, very much the right way. From everything that I’ve seen and all the projects trying to do this. I think Monad is the most serious. They have the most firepower. They have the most momentum. They have the biggest talent pool among everybody who believes that that right there is the future of Ethereum.” - Haseeb Qureshi ＞|＜

What is Monad, and what makes it different? “When I first met (Monad Co-Founder) Keone, the idea for Monad was something that I was sort of waiting for somebody to come along and tell me that they were going to do. Almost every single implementation that is EVM-compatible today is a fork of Geth. Why are they all forks of Geth? The answer is because it’s really scary to rebuild the EVM. If you have a bug, if you mess up… like it’s just a nightmare scenario, right? And you guys obviously know this because you guys spent the last three years building the EVM from the ground up. And somebody’s going to do that. I’ve been saying this, writing this, talking about this, and nobody was really doing this. And then Keone showed up and told me, ‘I’m going to do that.’ And I said, ‘I want to invest. I think this is going to be huge. I think this is going to be one of the most important things that happens for the EVM in its history since the launch of Ethereum… Now it’s a pretty obvious idea. Monad is here to do it the biggest way, very much the right way. From everything that I’ve seen and all the projects trying to do this. I think Monad is the most serious. They have the most firepower. They have the most momentum. They have the biggest talent pool among everybody who believes that that right there is the future of Ethereum.” - Haseeb Qureshi ＞|＜

The Pipeline

14,350 Aufrufe • vor 8 Monaten

From Eric Vishria on how the top AI founders are building products completely opposite of the SaaS era: "One of the things that is really different in the AI world versus the SaaS world, is that in the SaaS world, over and over again, you had people who really understood the customer. And the problem. And then they understood a domain. They understood what the technology was more or less capable of. But it wasn't a real question of if you could build something or not. For example, take Salesforce, Workday, and ServiceNow. CRM existed before Salesforce. HR management existed before Workday. Same thing with ServiceNow. So in every case, Salesforce followed Siebel. Workday followed Peoplesoft. ServiceNow followed Peregrine and Remedy, and others. So they were just kind of, cloud SaaS versions of the prior generation product. They just understood the customers. They understood the problem. And they were just like, here's a better version. And that evolved a little bit over time in SaaS land. But that's what it is. And so product development in that way was done by people who really understood the customer and the problems. And then just took advantage of the next wave. And this is almost diametrically opposite of product development in the AI era. When I look at the teams that are having the most success today, they have intimate knowledge of the models. They are right on the frontier of understanding which models are better at what, and why, and when. And what they're going to be good at and what they're not going to be good at. And what they're spending their time on, is figuring out how do I apply this capability of this model to this domain or to this user. So they're actually working inside out or technology out, versus customer problem in. And of course, they understand the customer problem. And a lot of times they have firsthand knowledge of it. But they're really close to the metal and capability, and they're applying it. And I think this is a really different way to develop products than in SaaS. I started my career as a product manager a long time ago, and it's almost the complete opposite of everything you learned. "Listen to the customer, understand it, then bring it back to the engineering and product teams." If you did that right now, ask a bunch of customers what they want out of AI, and you brought it back, for the most part, it may not be possible today with today's technology. Whereas the teams that are winning right now really understand the technology and are applying it out. And so I think this reversal matters. I think it's a big difference in terms of how companies are getting built. And maybe even the types of entrepreneurs that will be successful. I'm not sure. You're seeing some real change there. Look at the Bret Taylor's at Sierra. That's a super, super technical founder who really gets it. Brett and Clay really get it. You look at Michael and his co-founders at Cursor. They're super technical founders and they get it. They all really understand what these things can and can't do. And that's a pretty different dynamic relative to the way the best SaaS companies got built." Link in bio for the full conversation going deep on the current class of startups going from zero to $100m+ in ARR within 12 months.

From Eric Vishria on how the top AI founders are building products completely opposite of the SaaS era: "One of the things that is really different in the AI world versus the SaaS world, is that in the SaaS world, over and over again, you had people who really understood the customer. And the problem. And then they understood a domain. They understood what the technology was more or less capable of. But it wasn't a real question of if you could build something or not. For example, take Salesforce, Workday, and ServiceNow. CRM existed before Salesforce. HR management existed before Workday. Same thing with ServiceNow. So in every case, Salesforce followed Siebel. Workday followed Peoplesoft. ServiceNow followed Peregrine and Remedy, and others. So they were just kind of, cloud SaaS versions of the prior generation product. They just understood the customers. They understood the problem. And they were just like, here's a better version. And that evolved a little bit over time in SaaS land. But that's what it is. And so product development in that way was done by people who really understood the customer and the problems. And then just took advantage of the next wave. And this is almost diametrically opposite of product development in the AI era. When I look at the teams that are having the most success today, they have intimate knowledge of the models. They are right on the frontier of understanding which models are better at what, and why, and when. And what they're going to be good at and what they're not going to be good at. And what they're spending their time on, is figuring out how do I apply this capability of this model to this domain or to this user. So they're actually working inside out or technology out, versus customer problem in. And of course, they understand the customer problem. And a lot of times they have firsthand knowledge of it. But they're really close to the metal and capability, and they're applying it. And I think this is a really different way to develop products than in SaaS. I started my career as a product manager a long time ago, and it's almost the complete opposite of everything you learned. "Listen to the customer, understand it, then bring it back to the engineering and product teams." If you did that right now, ask a bunch of customers what they want out of AI, and you brought it back, for the most part, it may not be possible today with today's technology. Whereas the teams that are winning right now really understand the technology and are applying it out. And so I think this reversal matters. I think it's a big difference in terms of how companies are getting built. And maybe even the types of entrepreneurs that will be successful. I'm not sure. You're seeing some real change there. Look at the Bret Taylor's at Sierra. That's a super, super technical founder who really gets it. Brett and Clay really get it. You look at Michael and his co-founders at Cursor. They're super technical founders and they get it. They all really understand what these things can and can't do. And that's a pretty different dynamic relative to the way the best SaaS companies got built." Link in bio for the full conversation going deep on the current class of startups going from zero to $100m+ in ARR within 12 months.

The Peel

209,752 Aufrufe • vor 1 Jahr

Matt Hougan on the three things driving ETH "I'd call out three in particular. One is it became a really hated asset. This idea that there were no sellers left, which was true in crypto broadly, I think was really true in ETH. Anyone who got tired of ETH definitely puked and sold a few months ago, right at the depths of the foundation reorg. Everyone who wanted to sell had sold" "I also think ETH had a little bit of community momentum, because it started to do a few things right after that foundation retreat and collapse, with the formation of these new entities. It was already outperforming Bitcoin during the last few weeks, so it was ready to run" "And I do think the stablecoin and tokenization thing is a big meta theme, and people thought ETH is at the center of that, I'm going to own it" "You put all those together and you get this explosive upside move. But a lot of this move is just no sellers, it's a no seller move, so even a little bit of demand just skyrockets these assets"

Matt Hougan on the three things driving ETH "I'd call out three in particular. One is it became a really hated asset. This idea that there were no sellers left, which was true in crypto broadly, I think was really true in ETH. Anyone who got tired of ETH definitely puked and sold a few months ago, right at the depths of the foundation reorg. Everyone who wanted to sell had sold" "I also think ETH had a little bit of community momentum, because it started to do a few things right after that foundation retreat and collapse, with the formation of these new entities. It was already outperforming Bitcoin during the last few weeks, so it was ready to run" "And I do think the stablecoin and tokenization thing is a big meta theme, and people thought ETH is at the center of that, I'm going to own it" "You put all those together and you get this explosive upside move. But a lot of this move is just no sellers, it's a no seller move, so even a little bit of demand just skyrockets these assets"

The Wolf Of All Streets

48,898 Aufrufe • vor 1 Monat

Ella Emhoff, stepdaughter of former Vice President Kamala Harris, from 16 December last year: "...I'm just sitting here crocheting, waiting for a friend, and I was just listening to this podcast that The Wall Street Journal put out about SSRIs and anti-anxiety meds and kind of the over-prescription of them in America. "And it was making me think a lot because I've been on SSRIs for over a decade, almost fifteen years probably, and they were calling out the lack of research on long-term use of these things. "They were calling out the lack of information that doctors give about coming off of these meds and kind of the psychological effects they can have. "And it really got me thinking how little I've thought about that, naively, obviously. "But I've noticed that every time I've gone off of it for a week or missed it or for whatever reason, like, it has been really hard for me, and I've had a really hard time. "And I guess this is just something I was wondering if you guys have thought about or relate to or kind of consider when you're thinking about going on meds like that. "Because I don't know if this is something that I feel like is being talked about enough because I feel like so many of us are on these meds, and this is, like, actually happening. "Like, people get off of them, and they kind of break down, and it can be really bad. So yeah, I guess I just want your general thoughts."

Ella Emhoff, stepdaughter of former Vice President Kamala Harris, from 16 December last year: "...I'm just sitting here crocheting, waiting for a friend, and I was just listening to this podcast that The Wall Street Journal put out about SSRIs and anti-anxiety meds and kind of the over-prescription of them in America. "And it was making me think a lot because I've been on SSRIs for over a decade, almost fifteen years probably, and they were calling out the lack of research on long-term use of these things. "They were calling out the lack of information that doctors give about coming off of these meds and kind of the psychological effects they can have. "And it really got me thinking how little I've thought about that, naively, obviously. "But I've noticed that every time I've gone off of it for a week or missed it or for whatever reason, like, it has been really hard for me, and I've had a really hard time. "And I guess this is just something I was wondering if you guys have thought about or relate to or kind of consider when you're thinking about going on meds like that. "Because I don't know if this is something that I feel like is being talked about enough because I feel like so many of us are on these meds, and this is, like, actually happening. "Like, people get off of them, and they kind of break down, and it can be really bad. So yeah, I guess I just want your general thoughts."

fireworks and confetti

4,165,833 Aufrufe • vor 4 Monaten