Lucas

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Lucas

Lucas

@Cryptoski

Monk Mode

Katılım Ekim 2009
1.6K Takip Edilen3.2K Takipçiler
Lucas
Lucas@Cryptoski·
One of my biggest mistakes: not sharing our journey with this community. The truth? I’m socially awkward. I struggle to relax. I’m constantly battling myself to find an edge. It's so intense that I often wake up in the middle of the night to jot down ideas. If that sounds crazy, you haven’t found your obsession yet. That drive is what separates the good from the great. When you’re obsessed, you’ll always put in the work and figure it out. Market sentiment might be rough, but we’re living in one of the most transformational times in history. Glad to have you all on the journey. 🤌🏼
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Lucas
Lucas@Cryptoski·
My Dm's are flooded with questions about why I changed my handle to @Cryptoski, why my profile went dark, and wtf is "Monk Mode The short answer: I'm going back to my roots, what originally brought me into the space in 2016! No distraction, no noise. See you on the other side
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Lucas
Lucas@Cryptoski·
“AI agents can’t open bank accounts but can use crypto wallets—and there will soon be more AI agents making transactions than humans” @brian_armstrong No doubt we have entered the early stages of the singularity! Finance is one of the largest areas that will be disrupted, and we’re making a massive bet that most of that innovation will happen onchain. This is the biggest opportunity I’ve seen since entering the space in 2016, and we’re thinking and building bigger than ever before. We started with restaking, patiently positioned the core team for the next big opportunity, and now there’s only one thing to do execute. 🤌🏻
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Lucas
Lucas@Cryptoski·
In late 2022, I came up with the concept of the DeFi Mullet. At the time, no one was focused on UX, and it was killing adoption. Fast forward to 2026, and this time everything but the mullet needs to go. Companies whose success has mostly come from great UX will disappear because agents simply don’t give a fuck…
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Lucas@Cryptoski

In the next cycle DeFi will be redefined....whereas over the past few years the focus has been on smart contract functionality we're going to see a shift to user experience. I'm calling it CeFi in the front, DeFi in the back! Teams that embrace this shift will outperform

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maddie
maddie@0xmadisonn·
apparently the @_choppingblock pod is over and now there’s a band and i’ve been asked not to elaborate. tickets soon.
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Lucas
Lucas@Cryptoski·
@0xdoppo Every year ETH Denver ends up being during the coldest week, which us locals appreciate because then no one wants to stay 🤪
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0xdoppo
0xdoppo@0xdoppo·
@LucasKozinski Too little too late, been freezing my arse off all week
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Lucas
Lucas@Cryptoski·
Second thoughts on ETHDenver 26” Refreshing! The majority of attendees have been through previous cycles and a handful of new builders showed up too. There’s no silly narratives to chase and a calm optimism about the future. As always the Colorado sun showed up!
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Flood
Flood@ThinkingUSD·
Just touched down at ETH Denver
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Sam
Sam@0xCryptoSam·
1) @ether_fi has evolved from a liquid restaking protocol into a full-stack crypto neobank, spanning staking, vaults, and payments. We valued ETHFI across bear, base, and bull scenarios. Our base case implies a 2028 FDV of $925M. Here's what we found 🧵
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Lucas
Lucas@Cryptoski·
@0xCryptoSam @AvgJoesCrypto @ether_fi @Selkis_2028 @PaulFrambot If you're going to publish something publicly that build a business case why something is worth $5b FDV then you better be able to defend it. Unfortunately you've never raised a penny or actually tried to build something so I can can't share a tvl or token price chart. Loser
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Lucas
Lucas@Cryptoski·
@0xCryptoSam @AvgJoesCrypto @ether_fi @Selkis_2028 Liquid and Morpho are extremely comparable? Are you seriously on crack dude? Running a Veda vault that's "curated" by ITB aka Sentora for weETH to lever up on AAVE when there's capacity is not comparable. @PaulFrambot you reading this garbage?
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Sam
Sam@0xCryptoSam·
1) Liquid and Morpho are extremely comparable products, both curate DeFi yield. Maple is interesting from a private credit opportunity, and I used it as an example to recommend where ether.fi Liquid should shift focus too: 2) I didn’t cherry pick multiples, they’re industry standards which I cite in the report. Don’t really know how I could cherry pick revenue, it’s just data from Dune. Every product in crypto is also heavily incentivized, doesn’t make it not an issue but this isn’t an isolated problem - it’s just CAC. 3) Didn’t talk with a single ether.fi employee about this report with the sole exception of asking Rok whether revenue in their dune dashboard was top or bottom line. Zero influence otherwise, and this is now the 3rd time I’ve told you it’s unpaid 😭 idk how many more times I need to say this. I wish you had a more constructively critical opinion of my piece, but that clearly isn’t the case. You seem more concerned with starting rumors about this report being paid for, but we’re incredibly explicit in all our research what and who paid for content if it was sponsored.
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Lucas
Lucas@Cryptoski·
Everything is changing faster than we understand, and for the first time in a long time, I'm excited because this change will present opportunities for those who embrace it. If my theory is even directionally correct, the web3 first principles we all originally fell in love with will come back in a big way. More to come soon.
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Sam
Sam@0xCryptoSam·
@NutrlRanks @ether_fi > they do discretionary buybacks, $14m so far > unlocks ending soon > team selling should not be shamed
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Lucas
Lucas@Cryptoski·
So right off the bat, comparing etherfi liquid to Morpho and Maple and cash to MetaMask and Phantom is complete nonsense. The majority of the stack isn’t their tech, they’re simply a yield aggregator at best. On the financial side you’ve cherry picked multiples and revenue numbers. Without disclosing that most of these products are heavily incentived not only be the etherfi team but in the case of cash by the scroll team. Mike has done a great job with a lot of things but having an ex etherfi employee work with his old team on a „unpaid report” and tell users that the bullcase FDV is $5b is just poor ethics and what’s wrong with our space.
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Lucas
Lucas@Cryptoski·
@0xCryptoSam @ether_fi We did talk about this, and as expected, you publish complete nonsense for your previous employer and then tell people it's not financial advice. @Selkis_2028 would never allow this kind of garbage behavior
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Sam
Sam@0xCryptoSam·
@LucasKozinski @ether_fi Dude, we went over this. Focus on Renzo instead of a competitor’s valuation
Sam@0xCryptoSam

when i said unpaid, i meant unsponsored [by etherfi]. my time and effort are not free, i'm a research analyst employed my messari. like every other research shop, we offer subscriptions to read our work - i chose an ETHFI val because the company has unique tailwinds, is the leading onchain neobank, and is the best valuation candidate within my framework for crypto neobank growth, which i've been sharing for months now. if you happen to be a subscriber and read my report, i'm sure you'd agree its a pretty rational analysis of the company.

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Lucas
Lucas@Cryptoski·
It’s the toughest space to work…in our first 6 months we had 1. A competitor fork our BSL code that’s still used to secure millions today 2. Insider employees at Twitter take over our account twice 3. My phone ported out by @TMobile employees And a lot more
Luke Martin@VentureCoinist

Openclaw founder reveals he almost deleted the entire codebase because of crypto. "I didn't know that they're not just good at harassment, they are also really good at using scripts and tools. I underestimated those people. Honestly, I was that close to just deleting it."

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Lucas
Lucas@Cryptoski·
Stablecoin chain wars are about to get serious.... Everyone including the @Plasma team thinks @Stable is dead but I have a hunch that something bigger is cooking, I'll be sharing my thoughts soon NFA and full disclosure $ezETH is listed on only one of the chains and I have a personal position 🤌🏻
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Keşfet

@brian_armstrong @0xmadisonn @_choppingblock @rleshner @tarunchitra @tomhschmidt @hosseeb @0xdoppo