Lou Allen
625 posts





JUST IN: Solana co-founder @toly says "Ethereum L2s are not quantum safe"

$CFG: $78M fees/year. Market cap $121M. $ONDO: $66M fees/year. Market cap $1.3B. CFG generates more protocol fees. At 11x lower valuation. Same sector. Same assets. Completely different pricing. The market isn’t pricing efficiency. It’s pricing familiarity. That changes when value starts flowing. $CFG #RWA @centrifuge




🚨 Heads-up on Yield Boost. First 100 ETH entered the staking vault today. Next phases will be larger. We'll share each step as we go. → Goal as always: prioritize safety of funds through progressive ramp-up.



@ethereumJoseph First wave of sell pressure was today, the second wave will be smaller, third wave even smaller… while the ecosystem will growth /w the burn mechanism I am and I’ve always been very optimistic about Linea





















