@MacroMate8 Too rich and they lack motivation. Upper middle class is the sweet spot
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BP
1.5K posts
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@BP_Gamma
CEO @gammastrategies opinions are my own
Katılım Ağustos 2021
2.2K Takip Edilen970 Takipçiler
@dberenzon Im still confused on what the breakthrough use case is, and why they cannot just use the current payment rails to at humans use.
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Agentic payments are 3 years too early and the protocol wars will be won by OpenAI and Anthropic
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@TrustlessState @VitalikButerin Perhaps you should explain why you think it doesnt?
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Hey @VitalikButerin, if Ethereum doesn't build for the real world then what's the point
vibhu@vibhu
My mandate: ensure Solana captures 90%+ of global finance; that every asset anyone will want to own lives on Solana; that every human has a Solana wallet; that Solana becomes the preeminent network state; that SOL sets us all free
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EF, last year: Hey, we want to listen to you users to make Ethereum better.
EF, now: Jk, we looked at the real world. We don't like building for it after all, we'll go back to building cypherpunk stuff only.
This is the EF going back to its old ways, undoing the changes from last year. I have feared this would happen because Vitalik clearly wasn't in with his heart.
But whatever they say about the "ecosystem" being able to take care of this, the fundamental problems remain:
- there are very few voices in ACD caring about real world Ethereum usage
- there is nobody doing Ethereum BD (everyone else who is doing this also has their own separate interests)
Ethereum Foundation@ethereumfndn
Today, the Foundation’s Board released the EF Mandate. This document, which was first intended for EF members, reaffirms the promise of Ethereum, and the role of EF within this ecosystem.
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@mert @BorisJohnson Isnt quantum an actual threat though? I dont think its that bad of a take
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@BorisJohnson This is one of the most idiotic things I have read. At no point in your incoherent response were you even close to anything that could be considered a rational thought. Everyone here is now dumber for having read it.
as they say in the UK: Allah have mercy on your soul Inshallah
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I've long suspected Bitcoin is a giant Ponzi scheme and now I'm hearing tales of woe that make me fear I'm right.
mol.im/a/15643681
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I think it's pretty insulting to the laid off labor force when failing crypto projects do a RIF and then lie and say "this is not about runway, it's about seizing the future opportunity in a more focused way" when it's absolutely about runway
HR gaslighting doublespeak
Optimist Prime@jinglejamOP
Today we shared difficult news with the OP Labs team. Our priority was to communicate with the impacted people & give the team time to process the news before sharing publicly. This decision reflects a narrowing of our focus, not our runway. I’m sharing the note I sent to the team earlier today, and I strongly encourage teams across the ecosystem to reach out to the people leaving OP Labs because they are talented engineers, operators, and builders who helped build Optimism into what it is today. If you are genuinely hiring, feel free to shoot me a DM with your open roles and I will make introductions (with dual consent).
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BP retweetledi
Getting my Sepolia ETH at @quicknode's faucet for my AA081eC1 wallet! Smooth and fast at faucet.quicknode.com faucet.quicknode.com/arbitrum/sepol…
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@richardchen39 The 2025 characterization is a bit overly specific. I think those who can sell to a lot of people outside of CT will be successful. Can sell to pop culture mainstream, and not necessarily to only tradfi and asset managers.
Hard agree on the need to adapt to survive.
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In each era of crypto there's a different founder archetype of those that succeed.
Pre 2020: Purists who came for libertarianism and decentralization. Needed to be ideological enough to not quit early and survive until the 2021 bull market.
2020-2025: Traders who knew how to build financial products that people wanted to speculate on. Understood degens and meme culture.
2025 onwards: Operators who can sell to tradfi institutions and asset managers. Have insights about financial services from working in tradfi or fintech.
As the crypto industry changes, some stubbornly dig their heels in and refuse to adapt. Those that learn new skills to reinvent themselves survive.
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@josephdelong if only EF weren't such cucks, Ethereum could have enjoyed smooth long-term success of properly led projects like Sushi
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I’m pleased to step up into the role as the co-ED role at the Ethereum Foundation.
My job is to sit in the cuck chair and monitor the situation as banks, fintechs, Tempo, and L2s we said were now sidechains eat our lunch.
My job entails hanging up the hammock for philosophical sessions from our dear leader about MMT articles he has read in The Guardian.
I look forward to planning Devcon where I am in charge of the frog hats and performances art.
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@newmichwill @safetyth1rd A lot of non-devs are becoming devs because of AI though. It’s literally the best teacher.
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For me as a dev, it surprisingly writes good and clean code. It is not very smart in a sense that code is often wrong, so it has to be guided: then you can get excellent code faster than without AI.
Bad news though: I don’t think a non-dev will be able to write safe code using AI!
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I have a friend who is a professional developer who finds ai useful but thinks its overblown / writes bad code
Whereas for me, AI lets me develop stuff I wouldn’t dream of without AI
Maybe the biggest impact of ai coding isn’t on the developers , but the rest of us.
Mark Best@MarkBestForex
@safetyth1rd Because the latter group's code still works?
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Topping up my AA081eC1 wallet with Sepolia ETH from @quicknode's faucet. Quick and easy! faucet.quicknode.com faucet.quicknode.com/unichain/sepol…
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@Shaughnessy119 On the technical side, theres a huge advantage on Ethereum which is its validator set and uptime which I dont think you are giving enough credit
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I think its going to be very hard for allocators to rationalize being long $ETH in 2026
On the institutional side the main driver for ETH was Tom Lee buying billions of ETH and he is now out/low on cash. He is sitting on $7B in unrealized losses and the stock is trading at a discount to NAV so he wont be able to raise or buy more ETH anytime soon if ever.
On the technical side Vitalik is calling for scaling the L1 and using L2s for specific use cases (low latency, hyper scaling, etc) but both of these are achieved on faster L1s like Solana who have been accelerating on progress and this focus for years (DoubleZero, Alpenglow, firedancer).
Ethereum got me into Crypto in 2017 and I think Vitalik should be massively respected for calling this out and changing course on strategy (not remotely easy, especially from his position - think of the stakeholders, projects and people involed). I also think Ethereum and everything built around it is truly amazing and a democratizing technology thats great for humanity.
Regardless though the asset faces an uphill battle. I'm long $SOL
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@TaikiMaeda2 Bruh…why??? The markets were just about to go up #inversetaiki
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Feeling optimistic about crypto for the first time in a long time.
Maybe the beginning of a vibe shift.
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@0xOwenThurm Not sure if you have noticed this but Codex on xHigh mode seems to be able to debug things better than Claude
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@BP_Gamma Yeah immediately switched to my left side pane for Codex in VSCode 😌
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BP retweetledi
PARTERSHIP WITH CYPHER LIVE!
We are partnering to provide ALM services for @cypher_ethereum on Ethereum!
Gas is now significantly cheaper, and we have some of the highest APRs on stable pairs and LSTs!
Check it out here: app.gamma.xyz/vaults/cypher/…
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You are one of the dumbest people on earth, my district is literally a majority white district. Your conspiracy theories are laughable and should have no place in a society that cares about facts.
Elon Musk@elonmusk
This has been happening for years. Ilhan Omar is the most obvious example. A large number of relatively recently arrived Somalis will elect only a Somali to Congress in that Minnesota district. This is much more subtle, but just as bad, in many other parts of America.
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@ErikVoorhees If the net effect of this is a better economy, then is it such a bad thing?
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T ariffs
R egulation
U rban planning
M ore spending
P rice controls
The Kobeissi Letter@KobeissiLetter
BREAKING: President Trump calls for a 10% cap on credit card interest rates for one year, effective January 20th.
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