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@blknoiz06 believes ETH doesn’t have a moat.
Probably invalidated if:
- the big boys (rwa tardfi) all choose to build L2s.
- breakout AI shit on ETH
- breakout dapp or two (eclipse pump.fun)
$sol probably still ganna run hard tho after a nice PB.
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@cobie @decentralisooor @Bianthel @blknoiz06 @2211x0 I still remember listening to this episode and getting strange vibes when HA was asked to talk about his trading strategy.
vibes were off
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In the shadow of the Trinary, who will you become? EVE Frontier: a space survival simulation, revealed today.
Watch the Teaser Trailer now: bit.ly/3Xl5Rmi
Learn more and register for the PHASE IV playtest (starts Sept 27) evefrontier.com
#EVEFrontier
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I'm glad to see DC condemning the ultrasound money meme. I totally agree.
Ultrasound money has imo two fatal flaws:
1. BTC already won the supply cap brand. Focusing on inflation tries to beat BTC at its own game. Eth's home advantage is in being programmable money that's native to the world's onchain economy. We can't flip BTC by replicating a religion of a hard supply cap. Eg. lots of worthless things are scarce.
2. Deflation is a red herring. If ETH/USD rises faster than the gwei gas price, then we can be crushing it without any deflation at all. But ultrasound money says we're winning if and only if we're deflationary - this is literally incorrect.
BTC successfully distilled their value prop into two words. I don't even have to say them because you know what they are.
Everybody knows that ETH needs to find a new tagline. Even CT addicts can't agree on what it should be. I feel that the new tagline should reference Ethereum's dominant onchain economy.
"Programmable money" has major flaws, too. It's not primarily being programmable that makes ETH the most special digital asset. It's the size of Ethereum. AVAX is programmable money in the ghost town that is Avalanche. And the word "programmable" is way too confusing and nerdy to go mainstream - Saylor to his credit would have understood this immediately if he was an eth person.
"ETH is programmable money that's native to the world's onchain economy." is too long, confusing, and unconfident.
Maybe the digital oil people were right. It's two words. "digital" implies nextgen-ness and a competitive position against BTC. "oil" implies being a ubiquitous ingredient to scale civilization.
ETH is digital oil
Feels pretty good.
DCinvestor@DCinvestor
i will not rest until the “ultrasound” thesis is buried 6 feet underground ETH is programmable money, and that’s where almost all of the value has come from since 2017 ICOs creating a narrative tying its value to L1 fee income through a mechanism designed to create a more equitable assignment of tx fees needed to meter demand was a bad idea and it is quite literally not how ANY other L1 asset in the space is valued while i do believe burn will exceed issuance again, i don’t think this is a meaningful valuation driver for ETH in the slightest
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Magic Eden supports $PRIME
$PRIME is now a global currency across ETH/Base collections for purchasing. Listing coming soon to Parallel collections
And dive into the Mintfest $100k prize pool.
The @EchelonFND OE gets you an exclusive Echelon Card and a playable deck + rewards.

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I’d love to host a podcast with @VitalikButerin and @kaiynne
There’s an opportunity to channel this productive debate into unity here.
RT if you’d like to see these guys on an episode of Bell Curve.
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@DefiIgnas Moving beyond revenue valuations.
ETH is internet money. An asset to own if you want to interact with any of the communities in finance, gaming etc using ETH for settlement.
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Friends: Beware of fake tokens! The only official Trump project has NOT been announced! You will hear it here first.
Eric Trump@EricTrump
I have truly fallen in love with Crypto / DeFi. Stay tuned for a big announcement…@Trump @realDonaldTrump @DonaldJTrumpJr
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i think that ppl are going to regret not scooping prime @ 75% off ahead of @AIWayfinder launch, ppl keep looking for AI exposure this cycle & ignore it when it's staring them in the face
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