sicklebeam

Agency > Intelligence I had this intuitively wrong for decades, I think due to a pervasive cultural veneration of intelligence, various entertainment/media, obsession with IQ etc. Agency is significantly more powerful and significantly more scarce. Are you hiring for agency? Are we educating for agency? Are you acting as if you had 10X agency? Grok explanation is ~close: “Agency, as a personality trait, refers to an individual's capacity to take initiative, make decisions, and exert control over their actions and environment. It’s about being proactive rather than reactive—someone with high agency doesn’t just let life happen to them; they shape it. Think of it as a blend of self-efficacy, determination, and a sense of ownership over one’s path. People with strong agency tend to set goals and pursue them with confidence, even in the face of obstacles. They’re the type to say, “I’ll figure it out,” and then actually do it. On the flip side, someone low in agency might feel more like a passenger in their own life, waiting for external forces—like luck, other people, or circumstances—to dictate what happens next. It’s not quite the same as assertiveness or ambition, though it can overlap. Agency is quieter, more internal—it’s the belief that you *can* act, paired with the will to follow through. Psychologists often tie it to concepts like locus of control: high-agency folks lean toward an internal locus, feeling they steer their fate, while low-agency folks might lean external, seeing life as something that happens *to* them.”

i’m planning to move some tokens. please help me budget my fees: - bridge widget fee: 0.35% - bridge gas & relayer fee: $30 - safe swap widget fee: 0.70% - swap dex fees: 0.60% - ledger fee: 0.05% + $10 - mev bot tax: $50

the working baseline is that most people are retarded

$ETH Treasury Companies - "We are going to buy 100s of billions worth of $ETH over the next few months" People on X - "I'm going to short $ETH"

ETH, step by step to ATH.

Simplifying the L1 vitalik.eth.limo/general/2025/0…

Nice to see Vitalik moving in a similar direction to our work with Nexa, re-thinking the EVM in favor of something like RISC-V! If they were to ditch the account-based model in favor of UTXOs, we could converge to the same design: whitepaper Bitcoin + Turing-complete scripting.

What is Gamma? Gamma is a second order option Greek. It’s a very useful one to be aware of, as it tells us how much the delta of an option will change due to a change in the underlying price. 🧵👇

the majority opinion of ai when early versions launch is how bad it is, when "this is the worst it'll ever be" they said the same for images, now they are indistinguishable now for videos, we are getting closer, this video was mostly created by ai

some semblance of sophistication coming to memecoinland gg

@armaniferrante The only way to crack their regulatory moat is to fight the regulatory battles they've fought and WIN repeatedly as they did Any other scheme is simply capping

The problem: Coinbase's regulatory moat is so big they have no real competition. The teams that can do compliance can't do product, and the teams that can do product can't do compliance. The opportunity: First crack their regulatory moat. Then go toe to toe on product.

Privacy won. Smart contracts won. Tornado Cash won. And OFAC lost. Here’s the decision. ca5.uscourts.gov/opinions/pub/2…

@fubuloubu fair view

@sicklebeam I think of devs as a fairly large part of the TAM of a dapp platform, but that assumes that most of those devs are integrating decentralized backend layers into domain specific products (e.g. FinTech, PINs, even Domains) that use decentralized tech as a part of total value prop

Simple thesis: Ethereum is a decentralized app platform (now ecosystem of platforms) Decentralization game stronk, platform/ecosystem game stronk (in terms of highly scalable infra), app game weak Without legitimate dapps (and there are great examples), the infra doesn't matter

@fubuloubu ethereum is literally dripping in infra layers upon layers, each one taking a dependency on the former devs make up a small percentage of the total addressable market for what ethereum is capable of

If you're in crypto infra, pivot to apps

never go full retard guys not worth it

@goodalexander cool way to put it

@malekanoms memecoins as a crypto subclass is a response to the capture of the old guards, BTC and ETH by the Wall Street complex and the lawfare restructuring of the elements that historically inspired the parabolic price actions everyone had become accustomed to in cryptospace

To further ingratiate myself with Solana fans, here's an argument of why a Trump win and/or Republican sweep (which Polymarket has at 50%) is bearish memecoins. i) Memecoins themselves are a form of economic populism. They are a statement against the unfair ( and often grifty) tokenomics of VC-backed and insider coins. ii) But VC-backed coins are a modern phenomenon forced upon us by the toxicity of the Gensler/Warren regime. As are extreme measures like geo-blocked airdrops, VPN blocks, and so on. iii) A Republican sweep undoes all of that and brings back ICOs, airdrops for all, and other kinds of token sanity. iv) A Republican sweep also enables fee switches and token dividends and other economically productive ways to return value to token-holders that memecoins don't have. Ergo: regulatory sanity in America is bad for memecoins because it refocuses crypto on dApps and other things that actually matter, leading to a prolonged bear market where most people lose money on them. Not investment advice. Except for the part about people losing money on memecoins. That's definitely investment advice. It's inevitable no matter what happens in the election. Every joke eventually stops being funny.

@coinmamba he already joined the marketing department x.com/VitalikButerin…

If the price was going up everyone would talk how revolutionary Ethereum tech has become. The ETH foundation just needs to focus a bit more on marketing or initiate stuff like Ethereum Entreprise Alliance to bring some awareness.