ohyeahdavid

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ohyeahdavid

ohyeahdavid

@ohyeahdavid

product marketing is my jam @offchain | @safaryclub 🦁

Atlanta Katılım Mart 2010
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ohyeahdavid
ohyeahdavid@ohyeahdavid·
gm. spending the last three months raising a newborn has really put some of the arguments we have on this site into perspective. i’m here to build a better, more decentralized and financially accessible world for my daughter.
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ohyeahdavid
ohyeahdavid@ohyeahdavid·
wagmi 🥲
Peter Girnus 🦅@gothburz

My net worth peaked at $1.2 million. None of it was real. I don't mean that philosophically. I mean it was located on servers that have since been turned off. I own eleven properties in the metaverse. Three in Decentraland. Four in The Sandbox. Two in Voxels. One in Otherside. And a beachfront villa in Horizon Worlds that I bought for $214,000 because Mark Zuckerberg called it "the next frontier." The frontier closed last week. It's a mobile app now. Last year I mass DM'd 340 people the phrase "you don't understand how early we are." I have since stopped doing that. Not because I was wrong. Because most of them blocked me. I got into metaverse real estate in November 2021. Everyone was buying. Someone paid $450,000 to be Snoop Dogg's neighbor. In a video game. With no legs. The avatars didn't have legs. I thought that was bullish. "The legs are coming," I told my Discord. "Legs are a roadmap item." Three hundred people reacted with rocket emojis. I called myself a "digital land baron." I put it in my Twitter bio. I put it in my LinkedIn headline. I said it on a podcast that had eleven listeners. Three of them were bots. The rest were my alts. My virtual property has more square footage than my actual apartment. My actual apartment has furniture. Location, location, location. My most valuable asset was a plot next to a virtual Gucci store. Gucci left in 2023. The store is still there. Nobody's in it. It's like a mall in Ohio but with worse graphics and no food court. I held. Diamond hands. That's what we said. "Diamond hands." It means refusing to sell while your investment loses 94% of its value. We turned financial paralysis into a personality trait. A guy in my Discord paid $2.4 million for a 618-parcel estate in Decentraland. Prime district. High foot traffic. I asked him what "foot traffic" meant when the platform had 38 daily active users. He said I didn't understand the technology. I didn't. I still bought more. We had a DAO. A decentralized autonomous organization. That means we voted on decisions. There were nine of us. Three never showed up. Two voted on everything without reading it. The other four were me and my alts. We voted to "acquire strategic parcels." The vote passed unanimously. I voted four times. My portfolio peaked at $1.2 million. I told everyone. I made a spreadsheet. I projected 40x returns by 2025. I made a pitch deck. The pitch deck had a slide that said "WE ARE BUILDING THE DIGITAL ECONOMY." The slide had a rocket emoji. That was my entire financial model. In 2023 I bought a Bored Ape for $189,000. It's worth $14,000 now. I don't talk about the Ape. I still use it as my profile picture. People ask me about it. I say "I'm long-term bullish." Long-term bullish means I can't sell it without crying in a Panera. My mom asked me what a Bored Ape was. I said "digital art on the blockchain." She asked why it cost more than her car. I said "you don't understand Web3." She said "I understand you live in a studio apartment." She's not in my Discord. Justin Bieber bought one for $1.3 million. It's worth about $90,000 now. I felt better about mine after I heard that. That's community. WAGMI. We're All Gonna Make It. We said that every day. In the group chat. While the floor dropped. While the volume dried up. While 95% of all NFT collections went to zero. We're all gonna make it. None of us made it. But we said it with conviction and a laser-eye profile picture. That counts for something. It doesn't. But we said it did. That's decentralized consensus. Meta spent $84 billion on the metaverse. I need to say that again. $84 billion. More than the GDP of Luxembourg. More than the GDP of Iceland, Luxembourg, and Malta combined. They spent it on a platform where the avatars had no legs, the graphics looked like a 2006 Wii game, and the peak user count was lower than the lunch rush at a Chipotle in Des Moines. They just pulled Horizon Worlds from VR headsets. It lives on as a mobile app. My beachfront villa is now a mobile app. Location, location, location. Zuckerberg renamed the entire company for this. Facebook became Meta. A $900 billion company changed its legal name because the CEO watched Ready Player One and said "I want that." Reality Labs lost $10 billion in 2021. $14 billion in 2022. $16 billion in 2023. $18 billion in 2024. $19 billion in 2025. That's not a strategy. That's a speedrun. They laid off 1,500 Reality Labs employees this year. Shut down three VR studios. Killed Supernatural. Put the entire VR social vision in a casket and said "we're pivoting to AI and wearables." The pivot took four years and $84 billion. I pivoted too. I'm an AI real estate investor now. I bought a virtual plot in an AI-generated world that doesn't exist yet. The founder said it was "the intersection of spatial computing and large language models." I don't know what that means. I gave him $40,000. He has a whitepaper. It's 47 pages. I read the title and the tokenomics section. The tokenomics section is a pie chart. I love pie charts. They make everything look like a plan. The project has a roadmap. Q1: "Build community." Q2: "Launch beta." Q3: "Scale ecosystem." Q4 is blank. Q4 is always blank. That's where the exit scam goes. My accountant asked me to value my metaverse portfolio for tax purposes. I said $1.2 million. He said "current market value." I said $6,400. He stared at me for eleven seconds. I know because I counted. He asked if I had any other investments. I showed him my NFTs. He stared for longer. I told him they were "cultural artifacts with long-term provenance." He asked if I'd considered a 401k. I told him a 401k was "legacy finance." He told me to leave his office. The metaverse is dead. I don't accept that. I am a digital land baron. I own eleven properties across four platforms. I have a beachfront villa in a mobile app, a plot next to an empty Gucci store, and a cartoon monkey that cost me more than my actual car. Location, location, location. The location is nowhere. But I'm early. I'm always early. That's the same as being wrong except you get to say it with confidence.

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Caldera
Caldera@Calderaxyz·
Your chain, your rules = Everything is customizable. Gas token, tech stack, economics, everything. The chain is built for you. That’s why projects choose Caldera.
Caldera tweet media
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Georgios Konstantopoulos
the thing i learned earliest in my crypto journey is that to really really scale a decentralized network, you have to avoid consensus. that's what drove me to L2 scaling. L1s can support agreeing up to a certain number of bytes per second, and hopefully that's a high number on a geodistributed validator set. but to go higher, think 1M-1B payments per second that anchor on a blockchain for security, you need to leverage the offchain world and use the L1 for settlement and coordination. that can be an L2 like an Ethereum rollup or a validium, or a channel. it can also be a shard, in the traditional database sense although that proved to be difficult for many reasons. i am excited to finally see the physical limits of blockchains to be hit, so that the offchain tech we've iterated on for years flourishes even more than it has already.
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Ricardo "Gordon" (💙,🧡) 🇵🇹
📂 @Arbitrum Ecosystem ┃ ┣ 📂 Bridges ┃ ┣ 📂 @StargateFinance ┃ ┣ 📂 @GasdotZip ┃ ┣ 📂 @RelayProtocol ┃ ┣ 📂 @AcrossProtocol ┃ ┣ 📂 @HopProtocol ┃ ┣ 📂 @LifiProtocol ┃ ┣ 📂 @Orbiter_Finance ┃ ┣ 📂 @Rhinofi ┃ ┣ 📂 @Owlto_Finance ┃ ┗ 📂 ... ┃ ┣ 📂 Consumer ┃ ┣ 📂 @Blackbird ┃ ┣ 📂 @Farcaster_xyz ┃ ┣ 📂 @ClutchMarkets ┃ ┗ 📂 ... ┃ ┣ 📂 DeFi ┃ ┣ 📂 @Aave ┃ ┣ 📂 @USDai_Official ┃ ┣ 📂 @Pendle_fi ┃ ┣ 📂 @GMX_IO ┃ ┗ 📂 ... ┃ ┣ 📂 DePIN ┃ ┣ 📂 @Huddle01com ┃ ┣ 📂 @Livepeer ┃ ┣ 📂 @Session_app ┃ ┗ 📂 ... ┃ ┣ 📂 Dev Tools ┃ ┣ 📂 @Kleros_io ┃ ┣ 📂 @Zerodev_app ┃ ┣ 📂 @Alchemy ┃ ┣ 📂 @AvailProject ┃ ┣ 📂 @Ankr ┃ ┣ 📂 @LayerZero_Core ┃ ┣ 📂 @Chainlink ┃ ┗ 📂 ... ┃ ┣ 📂 Gaming ┃ ┣ 📂 @Hyve_Labs ┃ ┣ 📂 @PlanetX ┃ ┣ 📂 @PlayWildcard ┃ ┣ 📂 @The_Beacon_GG ┃ ┗ 📂 ... ┃ ┣ 📂 Payments ┃ ┣ 📂 @BleapApp ┃ ┣ 📂 @Eldoradoio ┃ ┣ 📂 @joinPeanut ┃ ┣ 📂 @Fiat24Official ┃ ┣ 📂 @RequestFinance ┃ ┗ 📂 ... ┃ ┣ 📂 RWAs ┃ ┣ 📂 @RobinhoodApp ┃ ┣ 📂 @Spiko_finance ┃ ┣ 📂 @Securitize ┃ ┣ 📂 @FTDA_US ┃ ┣ 📂 @WisdomTreeNews ┃ ┣ 📂 @EstateProtocol ┃ ┣ 📂 @OndoFinance ┃ ┗ 📂 ... ┃ ┣ 📂 Wallets ┃ ┣ 📂 @Rabby_io ┃ ┣ 📂 @RobinhoodApp ┃ ┣ 📂 @Rainbowdotme ┃ ┣ 📂 @SafePal ┃ ┣ 📂 @TrustWallet ┃ ┣ 📂 @Exodus ┗ ┗ 📂 @MetaMask
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growthepie 🥧📏
growthepie 🥧📏@growthepie_eth·
🥧 Last Week's App Highlights Transaction count Increases: ▸ Farcaster (social): +1.4k% on OP Mainnet ▸ Avon (lending): +715% on MegaETH ▸ Portal (cross-chain): +385% on Ethereum Mainnet ▸ TopStrike (gaming): +315% on MegaETH ▸ Renegade (DEX): + 295% on Arbitrum One ▸ Gitcoin (public good): +250% on Ethereum Mainnet Increases in Active Addresses: ▸ Robinhood (CEX): +295k% on Ethereum Mainnet ▸ Zircuit (staking): +1.2k% on Ethereum Mainnet ▸ Clanker (AI): +734% on Base ▸ The Sandbox (gaming): +375% on Ethereum Mainnet ▸ Portal (cross-chain): +268% on Ethereum Mainnet ▸ Space and Time(L1 data token): +200% on Ethereum Mainnet Discover more apps here: growthepie.com/applications
growthepie 🥧📏 tweet mediagrowthepie 🥧📏 tweet media
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Lauren 🥯
Lauren 🥯@laurenleti·
i'm so mad that yet another commercial that i was really enjoying turned out to be a coinbase ad. wtf #oscars
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ohyeahdavid
ohyeahdavid@ohyeahdavid·
@MattFiebach banks are scared 🙂 not sure that’s a good thing for regulations though 🙃
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ohyeahdavid
ohyeahdavid@ohyeahdavid·
but what are these agents buying???
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ohyeahdavid
ohyeahdavid@ohyeahdavid·
capital velocity is unmatched on arbitrum
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Mippo 🟪
Mippo 🟪@MikeIppolito_·
Right now, no one in crypto owns the word "enterprise." What I mean by own is a clear, category winner who you think of when the category is mentioned. Perps = Hyperliquid. Prediction markets = Polymarket / Kalshi Borrow lend = Morpho / Aave Enterprise is up for the taking.
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ohyeahdavid
ohyeahdavid@ohyeahdavid·
institutions need a stable foundation to build on, and arbitrum's fees are the least volatile compared to base, optimism, and ofc ethereum L1 by FAR programmable economies. powered by abritrum.
Arbitrum@arbitrum

Fees on the Arbitrum Platform have become more predictable during peak demand since the ArbOS Dia upgrade. For businesses operating onchain, predictable fees improve cost modeling and support reliable system design. Making programmable economies viable at scale.

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ohyeahdavid
ohyeahdavid@ohyeahdavid·
@MattFiebach certain efficiencies are gained via consolidation (read: centralization) 😬😬😬
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ohyeahdavid
ohyeahdavid@ohyeahdavid·
@bread_ ah yes a good ol’ fashioned bread infographic
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bread.mega
bread.mega@bread_·
x402 is the endstate of agentic payments. For a multitude of reasons. Stripe calls them "machine payments," which is probably the best mental model for why they'll take over everything despite the cries for credit card sub accounts. Here's a comparison of the 3 scenarios: → Credit Card Model (by human) → Credit Card Model (by agent) → x402 (by agent) The reality is dealing with credit cards (subaccounts or not) and frontend UIs as a means to purchase something as an non-human is rife with legacy steps that are nonsensical. They have to access the website, navigate the UI, input irrelevant form data (address? Name?) and deal with middlemen fees + settlement. That all goes away with x402. It goes away because it's a network-level communication and payment method which allows for the best of all UX: → It's cheaper (1-2% CC fee goes sub-%) → Settlement is instant → It requires no sign-up or login When loyalty and switching costs goes to ~0 with agents they will choose the most pragmatic approach and it is VERY obvious it will be x402.
bread.mega tweet media
Jeff Weinstein@jeff_weinstein

a SaaS company reached out to us after OpenClaw-style agents are sending ~50k requests per hour (wayyy above normal site usage). the company now wants to charge agents small amount for reads and writes with @stripe machine payments. if this is also you (or may soon be), say hi.

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Tom Wan
Tom Wan@tomwanhh·
Imagine the team being investigated knows that it will be exposed and decides to do one last act of insider trading by betting on themselves.
Tom Wan tweet media
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