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pythianism
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Jesse is the Zohran Mamdani of crypto High caloric content No nutritional value Hyperliquid
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After you've generated sustaining fees and built moneyness into the native asset, the true test of a L1 is whether you can get a native project/primary liquidity hub of a $10Bn+ app built on top of you Food for thought
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As data comes in realizing I have to recalibrate my expectation as to how much MKR is likely lost I can get to 65-70% from the custodians that will ostensibly migrate last minute but unclear how much more than that is really out there Nice
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Crypto does not need to be the driving force behind the next epoch of consumer internet to be wildly successful With 1-2Bn MAUs AI is clearly what is driving internet usage globally; Crypto can live comfortably downstream of this megatrend and play a leading role in redefining capital markets, SoVs, stablecoins and financing much-needed AI CAPEX on chain Thats a $10Tn+ opportunity right there; there is no need to shoehorn the Web3 bullshit Its Crypto and it always has been for people who actually use the chains
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Crypto does not need to be the driving force behind the next epoch of consumer internet to be wildly successful With 1-2Bn MAUs AI is clearly what is driving internet usage globally; Crypto's role in redefining capital markets, SoVs, and is a $10Tn+ opportunity that lives comfortably downstream of AI adoption There is no need to shoehorn the Web3 bullshit Its crypto and it always has been for people who actually use the chains
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