Corey | RWA & DePIN Arc

Are there any businesses working on custody as a service for Web3 rails? We have Brink doing work for @Courtyard_io I’m imagining a warehouse style, multi-asset custody as a service for underlying assets being tokenized I think there is a huge opportunity here to create a standard of service focused on the tokenization space

@stacy_muur I know everyone has already pointed out the L2s capturing new addresses, and I know you’ve addressed this in replies, but maybe worth reposting with clear contextual info about the scope: ETH L1 exclusively. Also worth including the additional L2 address growth in that post.

I love Ethereum. However, it's time to face reality: Ethereum has had ~ the same number of active addresses for the past 4 years. This isn't the "efficiency zone," I'm afraid. This is stagnation.

@ianmiles People keep saying “Trumps tariffs” like he doesn’t have a whole bunch of advisors driving the decisions here.

Ben Shapiro calls Trump’s tariffs the largest tax increase on Americans in history that will decimate the economy, and one that stems from a complete misunderstanding of how international trade works and a misunderstanding of trade deficits. Shapiro notes that the only time in history that the US had a trade surplus was during the Great Depression.

@Scav 👏💜congratulations on being you. You’re loved and supported in this community. I appreciate your bravery, you’re a badass Mattie.

Happy Trans Day of Visibility. This thread has always been a happy one for me. I love today. But this year is also different: it’s much scarier. It’s the first I’ve seriously thought about “stealth”. Not for transition reasons, but for safety. I often say I want my transness to be the third or fourth most interesting thing about me. This is the first year I’ve wondered if it should be hidden from the list. I decided no. In this thread I’ll explain why.

@profstonge This doesn’t provide much *new* meaning without seeing generations previous to Boomers.

Boomers pulled the ladder up after them.

@Suzierizzo1 Why do you want us to lose out on economic value? Nothing is fangerous here outside of domestic terrorism at Tesla dealerships. Please, please stop with the exaggeration.

Who agrees that the Olympics and the World Cup need to be canceled immediately because the United States isn’t a safe place for anyone from other Countries to come too? 😡😡😡😡

@texasrunnerDFW They really do taste so much bette

Unexpected financial collateral damage from the recent Great Eggflation: Due to all others being out of stock, I was forced to either go eggless or buy these fancy expensive eggs Bought them and realized the yolks are 10x oranger. The eggs taste better Now I can never go back

@MoonOverlord The market obviously disagrees with you sir. So do the VC groups behind Solana and the newer high throughput chains.

Nobody cares if new chains are fast btw Solana *was* the ultimate speed / fee play Was a major improvement on ETH, a -99% fee reduction and 10x speed improvement Making speed 10% faster than solana, nobody cares, returns are diminishing / irrelevant, it’s good enough already

@divine_economy I think it’s a lot simpler than that: people want the price of ETH the asset to go up above all else - that’s how they’re measuring success (a bit short sited).

hot take but the reason everyone wants ethereum to drop the rollup roadmap and scale the L1 is because there are diminishing returns to any new general purpose L2 after megaeth the future of rollups is a long tail of appchains, and these are being built on celestia/initia

@_oRyca_ @DramaAlert Please look up the meaning of fact

@DramaAlert Its pretty accepted fact that WW2 would have been won without us because of the pushing into the soviet union by Hitler, we simply sped up the win. This is just an ego inflate with no factual basis.

Politicians in France want the Statue of Liberty back, and Trump’s press secretary had the craziest response. 😭🗽

@megaeth Ayyy can’t wait to give er a go! 0x11E4C8E7b449498BC6A8B241c1E9AaC5525509B7

We'll have faucets, but it's cooler if the testnet ETH is just in your wallet. Drop your addy if you want it.

@andy8052 @megaeth Lmaooo

@megaeth animeslut.eth

@marczeller Sure spent a lot of time on this. That’s an interesting data point on its own.

March 13, 2025 - Gauntlet analysts confidently project "exponential growth any day now" - 120-day incentive program begins with $3M allocation - Aave continues to dominate DeFi lending markets March 18, 2025 - Compound blue records an impressive $3.50 revenue in first 8 days ($0.44 daily) July 11, 2025 - Compound blue's 120-day incentive program ends - Total revenue generated: $52.50 (0.00175% of incentive recouped) Remaining to breakeven: $2,999,947.50 - Gauntlet publishes "Early Traction Indicators" report highlighting "promising engagement" - Aave celebrates $40B in TVL while Compound struggles to retain users September, 2025 - Aave V4 launches with revolutionary capital efficiency improvements - Nick Cannon says, "Revenue will come in due time; anyway, here's our 3.5m$ budget for the year as service providers." 2026 - DeFi ecosystem grows to $250B TVL with Aave as the leading protocol - Compound Blue celebrates first anniversary with cumulative revenue of $162.74 - Polygon executives still listing Compound blue as an "emerging growth opportunity", POL is now #150 on Coingecko 2030 - Global adoption of DeFi reaches a mainstream tipping point with Aave. - Compound Blue celebrates 5th anniversary, having recouped 0.027% of initial incentive - Gauntlet adjusts breakeven projection from "2030" to "within the century" 2050 - Aave facilitates 80% of global financial transactions -First lunar colonies established, with Aave providing the financial infrastructure - Compound blue revenue surges 12% to $3.89 weekly after the third rebrand. - Gauntlet publishes "Long-term Vision" paper, extending projections to 2100 2100 - Aave establishes a presence on Mars as colonization expands -Chainlink CCIP technology enables first interplanetary financial settlements - Compound blue listed in "Financial History: Greatest Miscalculations" academic series - After 75 years: Compound blue has recouped 0.3992% of original incentive - The Emperor of Mankind takes note of DeFi's mistakes in early unification wars 2300 - Aave Protocol powers economies across 20+ inhabited worlds - Chainlink CCIP facilitates first intergalactic transaction - Gauntlet's incentive models found in digital archeological dig, becomes research curiosity - After 275 years: Compound blue has recouped 1.4638% of original incentive M3.000 (The Age of Strife) - Aave's core protocol survives the Digital Dark Age intact - Warp storms disrupt interstellar communication, but Aave smart contracts keep running - After 975 years: Compound blue has recouped 5.1898% of original incentive - The Emperor unites Terra while using Aave for war financing M5.000 (The Great Crusade) - Fragments of Aave Protocol discovered on distant worlds, evidence of humanity's golden age - Mechanicum classifies Compound blue as "Techno-Heresy of Highest Order" - Compound blue has recouped 15.8357% of incentive over 3,000 years - declared "slowest wealth transfer in human history" - Fabricator-General uses Gauntlet's projections as example of "Delusional Mathematics" in Martian warning texts M10.000 (The Age of the Imperium) - Aave protocol principles rediscovered, implemented in Imperial tithe systems - High Lords of Terra finally write off Compound blue as tax loss after consulting the Emperor's remains - After 7,975 years: Compound blue has recouped 42.4503% of incentive - Inquisitors classify Gauntlet's projections as "Warp-tainted propaganda" M15.000 (The Time of Ending) - Ultramarines establish "Operation Purge Compound" to eradicate the heretical protocol after discovering Chaos' cult worshipping its inefficiency - After 12,975 years: Compound blue has recouped 69.0228% of incentive M18.000 (The Far Future) - After 15,975 years: Compound blue has recouped 84.9953% of incentive - Tzeentch, Lord of Change, disowns Gauntlet's incentive plan as "too convoluted even for me" July 11, M20.811 (In the grim darkness of the far future.) - The final Black Crusade reaches Holy Terra - The Emperor rises from the Golden Throne in disgust as Compound blue balance sheet reaches breakeven exactly 18,786.69 years after its launch -The Emperor's first action: "EXTERMINATUS on all Compound blue and Gauntlet historical records for crimes against financial efficiency." Just Use Aave.

@cadebergman Thanks brotha!

@Web3_Corey that's so awesome man, congrats! wow I had no idea

This isn’t a shot at anyone But anytime I find out that someone I know is also a parent I get extra bullish on them bc I can barely manage myself, but taking care of a family?? Respect 🫡

@cadebergman Yessir! 8 months old. It’s been a WILD year!

@Web3_Corey DUDEEE YOU'RE A DAD!!??

@Jef_NfT Got in on the preorder about a year ago. Looking forward to it!

Are we ready for the SOLANA phone? Who ordered this?

More and more I’m seeing the greatest value coming from Web2 to Web3 converts Rather than Web3 “native” Our natives need to focus more on their business models and less on the timeline

@Scav Yeah, after finding a copy of the video, I absolutely agree.

@Web3_Corey Much, much better that they took it down

@toly @pumatheuma Speed of token creation, or lack thereof, is a feature not a bug. Especially for memes whose communities now crash before they ever hit critical mass.

@pumatheuma Just like ethereum, but faster and cheaper. Users can skip creating a valueless L2 and just launch a token.

Isn't the most popular application on Solana literally a factory for creating valueless tokens?

GM GM! Happy Tuesday fam, feels good to be back on the TL Markets seem sad, TL seems bad, but keep a long term view! 1 week is a fraction of a percent of a 5 year vision The week to week isn’t worth your panic 💯