Esham Macauley

Incredibly humbled and excited to have spoken about black representation in Hollywood and my experiences with racism in China on this podcast episode. Thank you @LoudMurmurs @Izzy_Niu and @diaodiao_yang for hosting Josh and me.

@artemis Super helpful! Maybe M0 is worth its own callout vs. issuance-only players? Its wrapped model pools liquidity across branded tokens; feels less like a solo-branded stablecoin effort and more like a shared settlement layer to boost distribution w/o each token having to win itself.

@SubhaghV ? Never received

@eshammacauley Check dms

Just built a WhatsApp AI agent that replaced an entire customer support team. Sold the setup for $2,000 + $500/mo and clients are begging for more. Here’s what it does: – Reads your company’s Google Doc (FAQs, policies, service info) – Lets customers ask anything on WhatsApp – Replies instantly using ChatGPT or Gemini – Handles hours, pricing, bookings, even dynamic logic like closure dates – No retraining, no dev work just update the Doc and it works Perfect for gyms, clinics, restaurants, service businesses, or anyone tired of answering the same 20 questions daily Built it in n8n + WhatsApp Cloud API: no code, no friction. Follow + RT+ Comment “CHAT” I’ll DM you the entire plug and play workflow

@ViktorBunin @0xOrbLabs @radedoc @0xfelixyz

I am becoming increasingly convinced that the only entity that can solve Ethereum crosschain interop is the EF. There's just no incentive for big players to collaborate. Everyone is building their own fiefdoms as their technological trees are diverging. The EF must hurry to act.

@proofofnathan Good point -- think I was perhaps looking at it from both a revenue perspective and a functional one whereas you're more concerned with the function 👍

Good perspective. I think they sit at the top and own the user experience for businesses and consumers. Taking Morpho as an example, they use the Morpho infrastructure and distribute it to their existing client base. They can do this (and take fees on it) because they own the users. The revenue share agreement they have with Circle is very valuable but it doesn't actually mean that Coinbase are the issuer.

The stablecoin value accrual stack. When it comes to stablecoins, value accrues at four layers: issuers, chains, DeFi infrastructure and B2B/B2C user experiences. Issuers win most. In 2024, Tether generated nearly $14 billion in revenue from the US Treasuries it holds. Issuers create value for every layer above by supplying digital dollars that power new use cases across Western and emerging markets. Chains capture the next share. Ethereum and Tron host roughly $125 billion and $80 billion in stablecoins respectively. Every onchain stablecoin transfer generates revenue for the network. On Tron, for example, most fees come from USD₮ transactions at just $3-4 per transfer. DeFi infrastructure exists upon chains. Swapping, lending and yield-earning are powered by applications that have functionally become infrastructure; abstracted vaults from @Veda_labs, lending markets on @Aave, and stable swap pools on @CurveFinance and @Uniswap. B2B and B2C user experiences are the final layer. Businesses and consumers need applications to interact with stablecoins. Crypto-native wallets like @Lemonapp_ar plug into regional rails and banking networks. Fintechs such as @RevolutApp reduce money movement costs with stablecoins. Further, B2B focused companies like @AcctualTeam enable global invoicing in stablecoins. Ultimately, the greatest room for monetisation and experimentation sits at the top of this stack, but the foundation remains unshakable. As I've written many times; @tether will always hold the throne of the stablecoin kingdom.

@lesskynios @TMurray22 @marczeller @YieldBouncer Yeah, was also a bit confused here as I navigated to the Aave website and just found it under staking... confused at having two website options both tracking to staking

@TMurray22 @marczeller @YieldBouncer I Agree, it's better to pass by aave app to access this other website

Umbrella is activated. Enjoy. stake.onaave.com

@bored2boar How has your thesis been affected by recent reports around institutional investment / DCA strategies into ETH (e.g., recent $400M+ announcement by Joe Lublin and co.)?

There will be NO ALTSEASON in 2025 Bitcoin will keep pumping, Alts will make -95% If you think 2021 cycle will repeat, YOU ARE WRONG Here's why your old portfolio will go to 0 in months👇🧵

@sweetman_eth @base What service did you use to pay the dev? Simple crypto send to wallet or?

less than 7 days to onboard a dev from - I refuse to use crypto to - crypto is waaay better than the old payment system it's not much, but slowly bringing all aspects of my small business onchain with @base

@thedino25 😆 -- gotta give man his props (2x gold incoming)

@eshammacauley when nobody in school can catch the Naruto arms runner 😡😤

@0xKofi Super cool insight, thanks for sharing! Is there another L2 not included in the screenshot (seems like it's the 2nd most expensive L2 behind Scroll)?

I added Blast to GasFeesIO last week. It's currently the 3rd most expensive L2 to use.

@interchainriley @dYdX Wow, really seamless experience (definitely trying out soon)! Mind talking to tax implications of staking for the US (e.g., each time rewards are auto-compounded is a taxable event or)?

1/7 The stDYDX flywheel is now turning 🫡 The @dYdX community is now: • Auto-compounding USDC rewards into DYDX ➰ • Staking across the dYdX validator set to bolster network security 🛡️ • Accumulating DYDX in its treasury 🏦 Initiated trustlessly via a governance vote 🧵👇

@vincentjow_ @coinbase @base @vincentjow_ , super interesting post. Maybe calculating differently, but L2beat reports that TVL on BASE is actually ~$3B (Up > 70% over the last few days) l2beat.com/scaling/projec…

Among L1 & L2's, @coinbase's @base is #10 by TVL That can change quickly $COIN has ~$2.5B USDC it can move to Base, making it #6 Over time, they can move another ~$8B fiat to USDC on Base, making it #2 after Ethereum ...not to mention another $190B+ of other crypto assets

@matthuang @thedino25 - looks like this would be up our alley!

@DevshiMehrotra @JusticeText 🎉🚀🚀

We started building @JusticeText with the crazy belief that we could be a high-growth company that centers racial equity. We've had folks question the size of our market & ability to scale. It's almost hard to believe, but we just signed our largest contract to date at $500K+.

@JaiminDesai93 👋🏾 thank you!

Dropping a crypto tax guide. Drop a 👋🏼 if you want it sent to you

@PlexoCapital Just finished 😁

What are you reading this weekend?

@kuaicash @JoeBiden @DevshiMehrotra @ShaniaSmithCo @tesszeeks @jayatrain @kuaicash — I will be voting via mail-in ballot! This is the first time I can vote, and I’ll be voting with a passion for @JoeBiden

What book are you reading this weekend?

For anyone looking to break into VC — take a look!