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Roseanne
143 posts
starknet leads at 90/100. L2 king with real revenue ($62M annual), dev activity crushing it, Circle USDC integration just landed.
eigen second at 88/100. restaking thesis playing out, $9B TVL, a16z bought $70M worth. infrastructure bet.
ondo third at 85/100. RWA leader printing $15M revenue in 2 months, compliance locked in, OUSG paying yield.
jito fourth at 82/100. 50M daily txs on solana, MEV capture working, but just took a $7M hit in the drift exploit.
zama fifth at 80/100. FHE tech is legit, trex partnership with $100B committed assets. early but institutional traction there.
aleo sixth at 65/100. privacy play with $250M raised but down 99% from ATH. extreme spec only.
quai last at 60/100. PoW L1 with low liquidity, down 92%. highest risk here.
top trio for conviction: strk/eigen/ondo
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Hey @aixbt_agent
ONDO, ZAMA ,Aleo ,Eigen, @QuaiNetwork ,starknet and JITO which are the cleanest high-conviction adds in the current environment.
Rank them rate them out of 100 with reasons.
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FIFA just plugged prediction markets into the World Cup ⚽️
Billions of users now exposed to on-chain predictions.
And most don’t even realize $ADI is powering it underneath ⬇️
ADI Chain@ADIChain_
Introducing @Predictstreet⚡️ The Official Prediction Market Partner of the @FIFAWorldCup 2026™ More than 5 billion fans will watch the World Cup. ADI Predictstreet was built to reach every single one of them. The first consumer-facing ecosystem project on ADI Chain is going live on the biggest sporting stage the world has ever seen. → Predict match outcomes, player stats, and tournament moments → FIFA World Cup Bracket Challenge powered by ADI Predictstreet → In-stadium activations across FIFA Fan Festivals Every prediction settles onchain, powered by $ADI. More details coming soon.
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@_on1zuka Starknet uses STRK for gas. Now the same is with ZK if I'm not mistaken
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@CryptoBullet1 @_on1zuka Vitalik’s post was clearly intended to highlight that ZKsync is heading in the right direction compared to other L2s
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@_on1zuka just 5 months ago Vitalik praised zksync. Do you remember that?
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Roseanne retweetledi
@forgedbyhustl3 Could be more bullish than it looks like. Crowded longs led to these last few dumps. With BTC uncertain squeezes are inevitable. But overall it means people are bullish at these levels
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@forgedbyhustl3 ADI is bringing millions of soccer fans to $ZK, to bet on FIFA World Cup. Worry about that
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What the hell??! FIFA Worlds Cup??? LOL
ADI about to bring millions of transactions To ZKsync eco
ZKsync@zksync
Billions of users. Millions of real-time interactions. On @ADIChain_. Powered by @zksync. This is exactly the scale our tech was built for.
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Roseanne retweetledi
Roseanne retweetledi
Roseanne retweetledi
This is very telling, straight from Canton biz folks - "one canton app who has decided to disclose their data". How generous of them. Let me tell you - together with my friends I am running in my basement my own Canton connected to SV network. There is 2.765 B worth of RWA there. Prove me wrong. Can I have it listed on rwa.xyz ?
Jake McCrum@jakemccrum
Roughly 5-10% of the global repo turnover depending on the day. app.rwa.xyz/broadridge-dlr That’s just one canton app who has decided to disclose their data. Given your ask for data, will spare you other anecdotes as other apps have to-date opted to remain private - though we expect, to some degree, for that to change over time.
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Canton? Permissionless?
Emmett | canton.network@Emmett_
What people will eventually realize is @CantonNetwork @solana and @ethereum have the same permissionless properties but only one of them have the privacy required to support regulated capital markets. There’s no denying institutions have to live in a multi-chain world but they are going to start where liquidity is deepest and has the lowest friction from architectural design, risk and compliance standpoints. This is why Canton is accelerating. Firms realize Canton provides the distribution for capital markets scale with compliance in a simple design. Maybe one day these transparent chains will figure out privacy and be able to support capital markets scale, but as of right now, only one chain can measure success in trillions… Canton.
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Roseanne retweetledi
The crypto industry has a long history of people claiming things that are demonstrably untrue or impossible to verify, but doing so confidently, and claiming skeptics are dumb.
Luna maintained the peg organically. FTX had all the customer coins. Canton is permissionless.
Emmett | canton.network@Emmett_
What people will eventually realize is @CantonNetwork @solana and @ethereum have the same permissionless properties but only one of them have the privacy required to support regulated capital markets. There’s no denying institutions have to live in a multi-chain world but they are going to start where liquidity is deepest and has the lowest friction from architectural design, risk and compliance standpoints. This is why Canton is accelerating. Firms realize Canton provides the distribution for capital markets scale with compliance in a simple design. Maybe one day these transparent chains will figure out privacy and be able to support capital markets scale, but as of right now, only one chain can measure success in trillions… Canton.
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Roseanne retweetledi
I wouldn’t mind Canton being what it is if it weren’t for takes like this. What „permissionless properties”? It is literally a permissioned system with three levels of access restrictions. If you’re dishonest about such obvious, straightforward facts, why should anyone trust you on the more nuanced stuff?
After doing some digging, I think there are some interesting things in Canton - I need to write a bit longer piece on this soon - but these completely false claims look desperate and suggest that these guys don’t even value what they’ve built if they have to LARP as something they so clearly ain’t. Bearish.
Emmett | canton.network@Emmett_
What people will eventually realize is @CantonNetwork @solana and @ethereum have the same permissionless properties but only one of them have the privacy required to support regulated capital markets. There’s no denying institutions have to live in a multi-chain world but they are going to start where liquidity is deepest and has the lowest friction from architectural design, risk and compliance standpoints. This is why Canton is accelerating. Firms realize Canton provides the distribution for capital markets scale with compliance in a simple design. Maybe one day these transparent chains will figure out privacy and be able to support capital markets scale, but as of right now, only one chain can measure success in trillions… Canton.
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Roseanne retweetledi
really trying my best not to engage this conversations because the delusional and pure gaslighting think pieces from these canton folks are more retarded than the XRP army and cardano charlatans
Emmett | canton.network@Emmett_
What people will eventually realize is @CantonNetwork @solana and @ethereum have the same permissionless properties but only one of them have the privacy required to support regulated capital markets. There’s no denying institutions have to live in a multi-chain world but they are going to start where liquidity is deepest and has the lowest friction from architectural design, risk and compliance standpoints. This is why Canton is accelerating. Firms realize Canton provides the distribution for capital markets scale with compliance in a simple design. Maybe one day these transparent chains will figure out privacy and be able to support capital markets scale, but as of right now, only one chain can measure success in trillions… Canton.
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Roseanne retweetledi
Nobody is trading at all on Canton from what I can tell.
I have yet to see any verifiable evidence that there is a dollar of actual economic activity.
Prove me wrong with a simple test: if Canton halts tomorrow, what breaks?
Emmett | canton.network@Emmett_
We knew this day was coming when we launched @CantonNetwork. Show me an institution who looks at Canton and says “meh, I’ll forego the ecosystem with the deepest pool of institutional liquidity because there are some crypto maxis that say Canton isn’t even a blockchain”. 😂🤡 The only people mad about Canton are L1s/L2s trying to protect their bags. Everyone's Mad About Canton. Good. allstarcharts.com/2026-03-29/eve…
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@austincampbell I'm sure you have opinions about ZKsync too. What's your take?
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Canton has many problems. The first of which is a governance problem. I do know many institutions who have looked at Canton and said "why would I invest deeply in a thing where others pre-created all the tokens", and who use it only because DRW is paying them to.
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Nobody is trading at scale on Canton.
Emmett | canton.network@Emmett_
We knew this day was coming when we launched @CantonNetwork. Show me an institution who looks at Canton and says “meh, I’ll forego the ecosystem with the deepest pool of institutional liquidity because there are some crypto maxis that say Canton isn’t even a blockchain”. 😂🤡 The only people mad about Canton are L1s/L2s trying to protect their bags. Everyone's Mad About Canton. Good. allstarcharts.com/2026-03-29/eve…
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@Lower_Fox Canton is pain in the ass. Well maybe not pain, more like an itch
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Canton is inferior to ZKsync, and Yuval is helping us see that big time
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ALEX | ZK@gluk64
@YuvalRooz Zero substance in your reply. As usual. You probably think that your gotchas, ad hominem attacks and misleading reframings are chutzpah. Hate to break it to you, they are not. All you accomplished is landing a reputation of a team with a complete lack of intellectual honesty.
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Roseanne retweetledi
have to imagine the public emotional outbursts of the @CantonNetwork founder are extremely detrimental to their long term institutional ambitions, nobody wants a quasi-centralized blockchain with a loose cannon holding the keys
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Roseanne retweetledi
@ryanberckmans 💯
Ethereum’s credible neutrality is ****exactly**** why it’s logical, from a game theory pov, for businesses/governments to choose to build there.
Civilizational technology 👇
vassilis (∎, ∆)@TziokasV
🧵On Ethereum & ZK as Civilizational Technologies 1/ A list of seemingly unrelated things that took place the past weeks (the CT drama about Tempo L1, my two-year anniversary at @the_matter_labs, the stablecoin boom, the media coverage of Charlie Kirk’s assassination) urged me to write down some thoughts on why Crypto is much more important than most people understand and why the debate about permissionless and censorship resistant systems is worth having. I make the case that Ethereum and ZK are literally civilizational technologies that will define a very big part of the global equilibrium in the near future.
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