Julien B.

@DarkLord_gr Negative

@bneiluj What about taxes?

pretty dope initiative. in 48 hours, you can now set up a company that can trade across the whole eu with barely any friction and less than €100 in share capital.

How can the French left support such a regime? They are as sick as the mullahs.

France was built by ambitious people with vision, drive, and the will to succeed. It is encouraging to see that spirit coming back. Let’s honor that legacy instead of sinking into the defeatism of the left.

Pretty impressive.

And among the top 30 DeFi projects in the ecosystem, @stakecapital backed nearly a third at a very early stage. pretty insane track record, to be honest.

@bcherny Wen paris sir

Can’t wait for this!

excellent choix, vraiment.

@poxesfoxes Wishing your friends suffering is quite something

Just a horrible country full of horrible people

@degenbtcf Ah right

@bneiluj check

Anthropic just dropped Dispatch, a competitor to OpenClaw. These days, any software can be copied almost instantly, so the ones most likely to win are the players giving away free resources.

@degenbtcf Hermès ? 👀

@bneiluj openclaw wasnt doing shit anyways Hermes better %100

@benjaminakar @darrenjr What are you guys building ?

we're hiring builders. don't send a cv. send what you’ve shipped. projects. products. design. github. show taste. show ownership. late nights. early mornings. you only get a few real shots. if you believe in what we're building, message me. remote in europe + north america. bonus if you grew up on minecraft.

@lordjorx @Morpho Sounds like Uniswap never needed a token story

Don’t confuse a great protocol with a great investment. With $6.7 billion in TVL, @Morpho has proven it can dominate even in a mercenary market. However, we need to take a deeper look at the revenue switch we mentioned earlier today. They currently generate roughly $121 million in annualized interest, but exactly zero goes to the protocol. It all goes to LPs and curators. The only thing keeping the token’s $2B FDV alive is "narrative optionality", the hope that the fee switch will eventually be flipped. But this "hope" is mathematically dangerous: > The code allows for a 25% fee switch. At current numbers, that’s $30M in revenue. Even with a generous P/S ratio of 25, the "fair" valuation would be around $750M. If they only take 10%, the token would need to drop over 70% to reach a rational price. > Governance is controlled by a tiny group (essentially 4 entities). Gauntlet, one of the main voters, already earns $6M–$12M in fees as a curator. Why would they vote to give a slice of their pie to token holders? > The non-profit behind the protocol has spent hundreds of millions without a single audit. The CEO’s stance is clear: "reinvest everything." Translation: token holders are basically financing the protocol’s future while having zero say and zero yield. > Even the Apollo "buy-in" isn't what it seems. They are buying 90M tokens over 48 months (essentially buying the company through the back door), but it's happening via OTC deals directly from the treasury and the association. This doesn't create buy pressure on the open market. Meanwhile, a 23% increase in circulating supply is coming in the next few months and this buys will only absorb an 18% of this. Morpho is a 10/10 protocol that never needed a token. People are buying into a promise that, if ever formalized, would likely cause the price to collapse.

@NXT4EU Or just healthy food

Checkmate.

@parisrouz @EthCC Come to StableSummit and Rekt News Security summit 👀

Which marketing talks should I attend at @EthCC? I’d love to learn a ting or two.

@echoesofworld Far Cry

French Polynesia

“Every software company in the world needs to have a Claw strategy" « OpenClaw is the new computer » - Jensen Huang, Nvidia

@PerseusLeGrand For shure

Je suis désolé, mais je trouve ça absolument horrible. La disparition des couleurs, l'uniformisation des intérieurs. Cela fait davantage penser à une clinique qu'à une maison.

@FourPillarsFP More players welcome…its permissionless my friend 👀