Tuk

@GeneInvesting Love your work got into $ntla cuz of you hoping it gets better in the next few years

How I look at $NTLA price levels: Under $30: Sick World We Live In 🤦🏻‍♂️ Under $27.50: Top Ramen Time 🍜 Under $25: Plasma Donation Time 🩸 Under $22.50: No Plasma Left 👀 Under $20: Sperm Donation 🤔 Under $17.50: Should I Pimp Myself Out? Under $15: Zero Bodily Fluids Remain. 👎

People out here really sold $ETH to chase shit coins

Always love a $ETH bullish Bankless episode!

$ETH 🚀

$ETH 🫡

cointelegraph.com/news/solana-pr… >while ignoring me refuting 100% of your points You didn't refute anything. The first three paragraphs of my last post were explaining to you that you were ranting about how Ethereum compares to Solana, and then I had to point out that the word "Ethereum" didn't appear in my post. You can't get more clear evidence of a strawman than that. In the 5% of your post that you managed to actually not strawman... I wrote: > can't name the use case beyond vague categories You wrote: >Ok — defi, payments, depin, digital assets, rwas, gaming, social, governance, compute to name a few That's literally the "vague categories" that I'm talking about. It's true that you listed stuff. In that sense, they're not vague because you have a list of stuff. But, it's vague in that there's zero specificity in answering what new devs, what new apps, what new users, how will usage sustain, etc. listing those categories actually means. They're just platitudal generalities. In fact, you already have examples of all those categories live on Solana right now. Yet, you still need the fees to go up 300X-400X anyway. So, our conversation is: Me: You can't tell me how Solana will 300X its revenue. You: We're going to do this list of stuff. Me: But, you're already doing everything on that list right now. You: Yeah, but now we're going to do it 300X more. >Lmao dude you're saying I'm strawmanning then you're using cathie wood to represent solana while ignoring me refuting 100% of your points?? Impressive level of gymnastics We're now hitting strawmanception. A strawman inside of accusing someone of a strawman. I didn't say that "Cathie Woods represents Solana." I have no idea what it even means to "represent Solana." What I actually said is that Solana doesn't need users, use cases, or revenue for SOL to pump, as long as you have people like Cathie Woods chirping out 83 IQ talking points on TV. Why do you constantly misrepresent what people are actually claiming? "Solana’s SOL has reached new yearly highs, gaining more than 17% the day after ARK Invest CEO Cathie Wood lauded the network for its efficiency and cost-effectiveness." cointelegraph.com/news/solana-pr… >It seems clear you're not interested in truth and are just gonna spin up bullshit, I'm not interested in that — if you wanna debate live where you'll be exposed instantly, I'm happy to partake We are literally debating live right now. This conversation isn't pre-recorded. I have no idea why you think a verbal conversation would be any different than the words you're reading from me. I would literally read these tweets out loud to you. I have no idea what you mean "I'll be exposed", unless you mean that I'll be exposed to even more strawmanning than I have so far. You're outright delusional, because you think you've "refuted all my arguments", yet, all you've really done is talk about Ethereum's shortcomings. I own zero direct ETH, and I only have exposure through one of the crypto funds I'm in as a LP. My actual, relevant points aren't complex: 1. Solana has low fee revenue. 2. It will be a long, long time before its fee revenue is high. It's unclear how long it will take before a sufficient critical mass of adoption will change that. Additionally, fans of Solana are wildly bullish on SOL, despite having a lack of specificity about the needed adoption. If you have evidence that isn't the case, I am eager to read it. The founder of Solana agrees with my point. 3. Regardless of those shortcomings, SOL will perform well because it's a normie friendly thesis, such as demonstrated by the comments Cathie Woods made on CNBC, as one example of it. You haven't refuted any of these points (and you don't want to refute the 3rd), yet, you think you've refuted all of them.

@sassal0x @CatfishFishy New follow!

.@CatfishFishy is my spirit animal Just destroying bullshit crypto twitter narratives every day with raw facts and logic

@JasonYanowitz @santiagoroel Blockworks replaced ftx as the new solana fan boy

Oh boy... 🫣 @santiagoroel: "20% chance that SOL flips ETH"

Most people just do not understand $ETH value yet.

@TrustlessState @bankless I love bankless for getting me into $ETH in the bear 🙏

Hello CT👋 To lead with the obvious, we could be better in accepting criticism of @bankless. I hold Bankless very dear, and I've got an innate reflex to protect it when I see it being unfairly attacked. This clouds my ability to hear what CT is trying to tell me, especially when it is drowned out with very obvious, unwarranted, and off-base hatred towards Bankless. Please forgive me for blindly throwing out the baby with the bathwater, when it comes time for CT to constructively tell Bankless how it feels about stuff. It is something I will work on, and hopefully this post is an effort to rewire that reflex. ==== As to current events, here is the signal I've gotten: The sharing of the brand between two independent entities, @bankless and @banklessDAO, is too confusing for the industry to accept. We’re aware that crypto has been burned by fake separate entities before. While in our case it’s true, the onus is on us to prove it. The concern is that BanklessDAO would not be able to make such ambitious proposals without leveraging the weight of the Bankless brand, which they did not produce, is not theirs, and ought not to benefit from. In an industry with its sensitivities towards grift turned up to 11, there are worries of a cash-grab via DAO proposal. Then, CT floods my and RSAs mentions for a proposal we were totally unaware of, had no involvement in, and are not the beneficiaries of, critiquing our actions and leadership of Bankless As a result, my+RSA's defense mechanisms of @bankless kick into gear. CT is expecting to hear "Okay, we see how this is confusing" and instead, it got "Bankless did nothing wrong" Hopefully I can impress upon anyone reading this that when there is 1 useful tweet mixed with 10 shitty ones, reacting non-defensively on Twitter is a huge practice in mindfulness and openness. It's opening up to exposure, at a time when your haters are throwing💩at you So, a moment to thank those who helped me work through the process of learning how to understand the issue of the moment, @kaiynne, @lawmaster, @cobie, and those in the following screenshots. You might be thinking "It's really not that hard, you're just being dense", and that's also probably true. 6 years of being a public persona in crypto with strongly held opinions and aspirations, mixed with the toxicity of this industry, has produced an innate defense mechanism that's hard to unwire. I ask for forgiveness here - I was defensive before getting to crypto for other reasons too, and then crypto made it worse This is something I will work on, I promise. And if in the future I'm being dense again, pls link this post. Please know all good-faith criticism of BanklessHQ has been heard. Please also know that we get attacked for some of the stupidest shit, and it makes responding to events like this harder than it ought to be === As for our next steps: 1️⃣ We plan to submit a governance proposal to BanklessDAO early next week to clarify the branding separation between these entities. 2️⃣ We also plan to burn all of our BANK tokens on the back of this proposal.

@kamikaz_ETH You still in fiat?

@sassal0x 🙏

I'm not one to publicly speculate on or care about the short to medium term price action of ETH, but if I may indulge myself for just this tweet in order to give my theory on why ETH has been "lagging" the market for 6+ months now. ETH performed quite well in H2 2022 and H1 2023 - it bottomed first in June 2022, did not set a new bottom in November/after FTX collapse (when BTC did) and ETHBTC performed historically strongly for a bear market (and imo it still is). Many ETH/ALT pairs also went down 80%+ during this time. On top of this, I'd say that for the last 12-18 months, the amount of new money coming in to crypto has been small to non-existent, which means we're only dealing with crypto native money who are/were mostly already allocated to ETH. If this is the case, then it's only natural that this money would chase "beaten down" assets because ETH is "boring" when it's going sideways (and BTC had an exciting narrative to chase with the ETF stuff). Lastly, ETH is a $235 billion asset - comparing it to much smaller assets <$5 billion and saying it is "underperforming" is not the right framing but it also heavily depends on your timeframe. Did ETH underperform a lot of stuff over the last 6 months? Yes Did ETH outperform almost the entire market from June 2022 to June 2023? Also yes But again, it all depends on the timeframe you are looking at and you can cherry pick whatever timeframe you want to make a point - I personally prefer to look at what cryptoassets do over multiple 4 year cycles because I'm a (very) long-term investor. And if we look at that, ETH has been one of the strongest assets in crypto for a while now. So if my "analysis" is correct here, it would mean that ETH is at least 6 months head of the general market and hasn't really been lagging - it has in fact been leading - but this isn't obvious if you're only looking at outperformance to the upside, only looking at the last 6 months, and also comparing much smaller assets simply recovering a bit after getting slaughtered against ETH. Obviously I still strongly believe ETH is the greatest asset in crypto and I buy more whenever I can - my investment horizon for ETH is decades - and I strongly believe that ETH will perform very well at some point in the future. So don't lose the faith/hope my fellow Ethereans as Ethereum's fundamentals have never been stronger and ETH as an asset directly captures a healthy chunk of those fundamentals - it just takes time for all of this to be reflected in the price of ETH.

@sassal0x Our shitcoin 🫡

Even though ETH has been a total shitcoin for months now, I still just bought more of it It may be a shitcoin, but it's my shitcoin

Buying $ETH undervalued

Who da fk is still selling $ETH before etf lol

The market is not efficient at all lol anyone with half a brain knew this $ETH etf was coming sooner or later

BlackRock spot ETH ETF is coming Thanks for playing

$ETH 🙏

@NorthRockLP 👀

$ETH 🙏