unreasonable voice of reason, thinking about markets
- Tweets 2,271
- Following 594
- Followers 23,470
- Likes 198,565
got unbanked, time to go full crypto.
shill me your favorite crypto cards, ways to wire crypto to a bank account and any other great tools! I’m never dealing with these idiots again
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didn't his company just sponsor a military parade?
A Cypherpunk's Manifesto
by Eric Hughes
cdn.nakamotoinstitute.org/do…
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i’ve been a developer in the ethereum space now for ~8 years, the one aspect that has occupied most of my time is that some idiot decided we need 18 fucking decimal spaces
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the saddest thing I’ve realized in my life, is I will never get the opportunity to work with me.
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change the game but retarded enough to launch when memecoins are dead and retail is broke; shoulda taken less hits to the skull
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bull market is back cause this is retarded
Proud to announce @cooprecsmusic raised $4.5m across two rounds of funding for our music launchpad.
The rounds were led by @1kxnetwork and @nascent with support from @1confirmation and @cbventures through the @base ecosystem fund and a variety of strategic funds and angels
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imagine being in “crypto” a field often pioneered by people who were historically considered different or outsiders and falling back into the same identity politics bullshit
let people be people and judge them by their work you fucking weirdos
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this isn’t a hot take, it’s a bad take and we need to get away from this line of thinking and back to embracing the cryptoanarchist school of thought
we can achieve both without sacrificing one for the other
Hot take:
It's time to end the decentralization larp that onchain protocols are playing and focus on 10x better user experience, even if it means giving up the perception of censorship resistance.
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hot take: Tempo is bearish for ETH. Stripe & Paradigm may have just given Ethereum its death sentence
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a large problem of crypto right now is that we sold the idea that you can get rich relatively fast working in the industry which attracted a bunch of low-talent individuals who became disenfranchised by the fact that they didn't and then clutter the space without progressing it
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Golem went from doing compute, to building some stupid funding platform while sitting on 100k eth and sponsoring girlie dinners
just give the ETH back, we need more activist campaigns to dissolve these DAOs
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every conversation I’ve had with any OG over the past month has been the same, everyone realizes decentralized capital formation (ICOs) must come back
And every OG who’s starting something now is prioritizing angel rounds followed by an ICO
No more 1B pre launch rounds
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yeah the crypto native thing to do is sponsor the military?
Hell yeah. I'm reading The Technological Republic By Palantir's Alex Karp and one of the many quotes I love is:
"For some of them, the order of society and the relative safety and comfort in which they live are the inevitable consequence of the American project, not the result of a concerted and intricate effort to defend a nation and its interests. Such safety and comfort were not fought for or won. For many, the security we enjoy is a background fact or feature of existence so foundational that it merits no explanation."
The men and women defending our nation and our way of life deserve our respect and support. @coinbase is based and ahead of the curve on cultural issues yet again.
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EigenLabs implemented slashing unlike EigenLayer
SCOOP: Eigen Labs cuts 25% of workforce as it focuses on new direction for EigenCloud
blockworks.co/news/eigen-lay…
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In our latest proposal, @jdetychey and I suggest a tax on Blob transactions.
It’s time L2s pay a fair value for the services they receive!
ethereum-magicians.org/t/add…
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telegram has 1 billion users and 30 employees, your L2 has 2 bot accounts and 55 employees with a CMO that keeps tweeting about how hard their job is
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would it be useful for founders if I wrote an article on why I'd never start a company in switzerland again, and what I'd do differently next time?
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imagine quitting ur job because u simp for a politician that much
BREAKING: Ryan Selkis resigns as Messari CEO after series of angry tweets against Trump opponents
dlnews.com/articles/people-c…
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I’ve recently left @Dialectic_Group. I’m incredibly proud of what we’ve built over the past few years.
Dialectic was my first foray into venture investing. It was a true privilege to work with and invest in many groundbreaking projects including @celestia, @fuel_network, and @CoWSwap. Additionally im super impressed where the team has taken the yielding architecture that I initially conceived.
I’m excited to share what’s up next, never stop building. But first a break 🤝
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Celestia is currently drastically overpaying for its security, @MarkoBaricevic_ and I propose reducing the inflation by 33%
check out the detailed proposal here: github.com/celestiaorg/CIPs/…
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I’m happy that there’s so many people in crypto merch on my flight to Cannes, means they’ll get kidnapped before me
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crypto has been about removing intermediaries but we’ve reintroduced them as “solvers” yet protocols are still built under the assumption of removal, this makes the system a race to zero and completely reintroduces centralization for those who can afford to participate, ironically
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every conversation I’ve had with anyone in the space over the past few weeks has 1 common thread, ICOs are coming back, everyone wants them back and they’ll create a healthier environment than the current fundraising cycle has
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in 17-18, billions of dollars of funding flowed into crypto products including financial, consumer, etc, the only ones that survived were inherently financial
the big narrative now is consumer and social again, however again the products that survive will only be the financial
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lets be perfectly honest, the real-world adoption of crypto we are seeing that self-proclaimed OGs and believers are cheering for is a bastardization of satoshi's vision
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I actually appreciate the rigor with which Selkis dedicates himself to being a retard
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lets not forget that @econoar was the guy who gave everyone who even midly questioned eth tech decisions shit and was generally an incredibly negative force on technical discussions
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forever feeling sorry for the legitimate djs that get booked for crypto parties and have to play to the worst crowd imaginable
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Aztec markets their marketing more than their products
Any comms person in Web3 knows it's not easy to secure testnet coverage.
Yet, @CoinDesk, @DefiantNews, @blockworks, @cryptodotnews, and @TheBlock__ are all talking about @aztecnetwork's Public Testnet launch.
Here's how we did it 🧵
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a lot of founders in crypto would be a lot better had they failed, learnt and built something new, but they were able to print their own token, continue selling it and keep their dead project on life support for years. See Gitcoin.
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ethereums conference circuit is a toxic productivity sink, and more of an anti-signal than anything at this point
conferences at this point fail to integrate new members into the community and are the same 5 people speaking / inviting the same 5 people to dinners
i’ve been talking to both solana and eth teams about jobs, routinely shook by the low priority placed on industry events by the solana teams
idk if ‘communal’ is the right word for eth or ‘corporate’ for solana, but the cultures are p different
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hilarious that banks who wouldn’t bank me ~6 months ago are now calling me for advice on their crypto strategies
insane behaviour
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in all my bear markets experienced in crypto i've never seen sentiment so low across the board
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one of the largest issues with crypto venture and the market as a whole is that VCs over indexed on funding thought leaders versus people who get shit done
lots of people writing word soups and not building product
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non-financial use cases of crypto are a relic of a time when the concepts of tokens became a dirty thing post ICO
everyone was scrambling for a use case beyond financial to become palatable to retail and the outside world
I’ll die on the hill that financial is all that matters
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my current thesis: protocols will turn on fee switches and distribute to token holders, these coins will end up catching most of the capital exiting from memecoin mania
buy accordingly
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is there anything actually interesting being built on Eigenlayer, genuinely asking. A bunch of AVSs I’ve seen just kinda look like they couldn’t raise without the added narrative…
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yo @ViktorBunin what happened, did the “this isn’t a good look” people get to you?
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a huge policy failure of the EF was to allow the academic high road continue to be the status quo in an environment where that no longer matters
somehow it was acceptable to indulge researchers who don't even know what products are being built on their chain
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the bridge that wins won't require you to pay millions to have your chain integrated, permissionless should also apply to integrations
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This has been months in the making but I am excited to announce that @projectblanc_ch is joining @sprinter_ux
I've been working on blanc for almost 4 years, and excited for the next stage of the journey!
🚨 Big news!
Sprinter has officially acquired @projectblanc_ch, one of the top Solvers on @CoWSwap, adding their Advanced Solving System to the Sprinter Stack!
Let's break it down. 🧵
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MEV research sold out an industry that was dominated by those most technically capable and handed it right back to those with deep pockets
i find the current state incredibly sad and lazy on behalf of those who proposed the current "solutions"
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the most important thing you can do right now is ensure that as crypto institutionalizes you are still part of the conversation, do not let the incumbents bulldoze what you’ve built, fight to ensure they come on our terms
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the problem with all these chain abstraction startups is they once again create new silos making interoperability a challenge
the constant Whac-A-Mole of crypto UX
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the problem with ethereum is that its insiders think people still care about tech
bring me a sellable meme, not light clients and rollup dankshitting bullshit
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you can tell eth people made this by creating a device that completely disregards any norms of end user UX
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making money with solana memecoins is like going to war and sending your wages back home, home is ethereum
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im sorry but anyone who thinks ethstrategy functions in any way similar to microstrategy clearly lacks any basic understanding of finances and why MS exists
MS was a tradfi proxy to BTC for those who couldn't buy directly, if you're doing it on-chain it defeats the purpose...
6/ The MicroStrategy playbook for ETH? That's what @eth_strategy wants to build.
Fully onchain, as decentralized as possible, DeFi-native and open to everyone.
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the best pmf product in this space is @pudgypenguins, my girlfriend who doesn’t even know what NFTs are knows pudgy penguins
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2025 will be one of the hardest years for crypto vcs, every founder I’m speaking with is prioritizing angels & ICOs
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ah yes, I’m sure Justin Drake and Dankrad both conveniently decided to step down from their advisor ship and it had absolutely nothing to do with the EF finally tightening some screws
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"The Times 20/Oct/2025 Polychain on brink of second bailout for Bera Baddies"
Polychain Capital leads $110 million investment to kickstart a Berachain crypto treasury theblock.co/post/375300/poly…
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base is pretending like the token will be some big innovation, it’s just gonna be another governance shitter without any fee sharing which if you’re printing as much money as base is, why even make a token
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incredibly embarrassing to see crypto people celebrate anything that comes out of his mouth
BREAKING: 🇷🇺 Russian President Putin says "Who can ban #Bitcoin? Nobody."
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all these dot eth losers were giving me so much shit years ago when I was stating that the entire research rumspringa is not gonna end well
now they’re all removing the dot eth names and think they’re actually doing something
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they could’ve spoken about the privacy violations occurring in the UK but instead just decided to make a song about how poor Brits are?
If everything is fine, then don’t change anything at all.
But when the financial system isn’t working for so many people in the UK, it needs to be updated.
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bridges that require solvers and market makers are compensating for the fact that we still don’t have proper cross chain message passing protocols
they are a symptom and not a solution
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if there was a proper activist investor in this space, companies like @golemproject wouldn't be sitting on 100K ETH while having a ~270 mil FDV, would've been a no brainer target before the pump
wtf is golem even still doing?
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claim: we don't need consensus
how we do it: *describe basic consensus protocol*
we are so back 🤦♂️
Did you know that consensus is not needed to solve the double-spending problem?
pod.network/blog/wait-why-do…
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At this rate Trump is gonna fuck the economy so bad, a hardline democrat will be voted and all the pro crypto shit will be instantly reversed cause crypto retards pushed so hard on getting Trump in
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the EU is so fucked, another sign that this is not and will never be the place to be an entrepreneur
the boomers in brussels are continuously regulating an entire continent into irrelevance
telegram founder arrested in france and held responsible for other people using his messenger doing crimes. we have another tornado cash case on our hands. safe harbor laws don’t apply anymore? eu holding a ceo as hostage instead of going for actual criminals.
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the key to any successful token is answering for yourself why does this need to be a token vs a non crypto system, this actually doesn’t sound good as a token because you want it to be non transferable merit which a crypto coin isn’t good for.
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uniswap doing this opens the gate for many more protocols to move beyond the flimsy governance token model
Today, I’m incredibly excited to make my first proposal to Uniswap governance on behalf of @Uniswap alongside @devinawalsh and @nkennethk
This proposal turns on protocol fees and aligns incentives across the Uniswap ecosystem
Uniswap has been my passion and singular focus for the past 8 years. What started as a small side project is now global financial infrastructure powering thousands of applications with ~$1.8 trillion in annual trading
UNI launched in 2020, but for the past 5 years Labs has been unable to meaningfully participate in Uniswap governance, and has been greatly restricted in the ways it can build value for the Uniswap community. That ends today!
This restriction was in great part due to a hostile regulatory environment that cost thousands of hours and tens of millions in legal fees. Fortunately, the regulatory environment has shifted
This proposal comes from a strong desire to see the Uniswap protocol win as the global decentralized exchange for tokenized value
At a high level, the proposal:
1. Turns on protocol fees and uses them to burn UNI
2. Sends @unichain sequencer fees to the UNI burn
3. Burns 100M UNI from the treasury representing the protocol fees that could have been burned if fees were turned on at token launch
4. Introduces Protocol Fee Discount Auctions, a new way to improve LP outcomes and internalize MEV to the protocol
5. Introduces "aggregator hooks” which will turns Uniswap v4 into an onchain aggregator that collects protocol fees on external liquidity sources
6. Focus Labs on driving protocol growth and adoption, including a contractual agreement to only pursue initiatives that align with Uniswap governance interests
^ As part of this, Labs will stop collecting fees on its interface, wallet, and API to supercharge distribution and adoption of the Uniswap protocol
7. Moves Foundation employees to Labs with a shared goal of accelerating protocol growth, under a growth fund from the treasury
8. Move governance-owned Unisocks liquidity to v4 on Unichain and burn the LP position
I believe Uniswap protocol can be the primary place tokens are traded. This proposal sets the stage for the next decade of its growth
@Uniswap will ship relentlessly over the coming years and supercharge the ecosystem of developers, LPs, and traders building on top
I'm so grateful to the community that has made this all possible, and excited for what's next
🦄
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super bullish, along with Lotus the foundation is working hard to cleanup all the economic missteps
If you don’t know what this means, a large investor has now divested and tokens will be offered to new investors at a far higher base cost without hitting public markets and on a new vesting schedule
The Celestia Foundation has worked with Polychain Capital to assign Polychain’s entire remaining TIA holdings to new investors.
This month, the Foundation purchased 43,451,616.09 TIA from Polychain Capital for $62.5m. Polychain will shortly be undelegating their entire staked TIA holdings in order to settle this transaction.
To ensure neutral impact to the Foundation’s financial position, the Foundation is finalizing assignment of this TIA to new investors. These transactions will use a rolling unlock schedule, with the first unlock starting on 16 August and completing on 14 November.
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i know some of you forgot, but atomic cross-chain composability is still the end game 🤷♂️
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thought: you could build a trustless esports gambling website on-chain by using zk proofs of SSL responses for gaming APIs to ensure the outcomes similar to what @zkp2p does with email verification for swaps
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the fun thing about beam chain is it will get about as built as eth 2.0 meaning:
- 3% will get implemented
- 90% of it will change in design
- new design will come out before completion
eth research is gods biggest circle jerk
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trend: a bunch of solvers are stopping and moving to building products for solvers or new protocols.
Had this convo several times, protocols need to fix incentives or risk getting steam rolled by their former service providers
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ethereum was at a better place with regards to mev prior to flashbots, when it was actually democratized
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anyone who says ethereum had no marketing completely undermines the efforts of Joe Lubin and Consensys
the best marketing this space had was someone willing to spend as much as it takes to execute on various use cases, even if most are no longer around today
Ethereum became the most important blockchain ecosystem without any marketing but yet again we have this discussion over and over again in 10 years.
Marketing is for selling products. Ethereum is not a product. It's a protocol, a technology, a philosophy.
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uniswap labs got like 165m in grants from the DAO and now has made 50m+ in frontend fees
they should at least be forced to do some token buybacks considering they don’t even hold any Uni anymore
can’t wait for cryptos activist investor era
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high chance that over the next 12-24 months you can go short on every token that is launched from projects that have raised in 2022-24 and outperform versus if you'd go long
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