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FrankieIsLost
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feels like crypto’s awkward teenage phase is almost over—enjoy it while it lasts, things could look very different very soon
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FrankieIsLost
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it’s now obvious that some of the biggest companies of the next decade will be built in crypto, but most people still think the whole space is a scam. incredibly asymmetric opportunity to build a huge business while the rest of the world catches up
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CRCL up 750 % since its IPO, at this rate it should overtake bitcoin in 30 days, the U.S. national debt in 54 days, and the entire global real‑estate market in 74 days
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CLOB vs AMM debates. something you don't see as much of anymore.
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the big existential question for Solana is whether it can prevent the great unbundling, where the most successful apps branch off into their own dedicated blockspace. the chain needs to provide enough value to apps to overcome the economic incentive to disaggregate.
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couple more microstrategy clones then up only
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