GodEther.eth 🦇🔊 @godether_

Bitcoiners deserve a lot of credit for pioneering many of these ideas (see Utreexo). But yes, this is what the current proposed Ethereum scaling strategy looks like in action. We want Ethereum to have the best of UTXO-style state, dynamic state, and everything in between, allowing the great majority of Ethereum's activity to be hyperscaled without sacrifice to decentralization, ease of node running and censorship resistance. firefly.social/post/x/2088988…

One (or more) of these beaten down sectors will make a you multi-millionaire in the next decade. Remember this, people are so scared at the bottom. They miss the entire opportunity. 1. Crypto-related stocks - "no chance for adoption" • Circle • Coinbase • MicroStrategy • Bitcoin • Ethereum 2. Consumer brands - "left for dead" • Nike • lululemon • Gap • Abercrombie & Fitch • Estee Lauder • American Eagle 3. Fintech - "fintech profitability concerns" • Opendoor • Zillow • SoFi • Rocket Mortgage • Robinhood 4. China/emerging markets - "China is uninvestable" • KWEB • FXI • EEM 5. Social media - "ad revenue is weak" • Pinterest • Snapchat • Reddit 6. Ride-sharing / gig economy - "autonomous vehicles will kill them" • Uber • Lyft • Grab 7. Nuclear energy - "too risky, Fukushima, regulation will block it" • NuScale • Oklo • Nano Nuclear • Uranium Energy • Cameco 8. Homebuilders - "housing dead, rates too high" • Lennar • D.R. Horton • PulteGroup • NVR Mortgages • Taylor Morrison 9. Chemicals - "China dumping" • Westlake • Celanese • Dow • LyondellBasell 10. Clean energy and EV's - "subsidies dying, demand collapsing" • SolarEdge • Enphase • Sunrun • Lucid 11. Space/aerospace - "money pit, decades from doing anything meaningful" • RocketLab • AST SpaceMobile • Intuitive Machines • Joby • Archer 12. Quantum computing - "10 years away from being useful" • Rigetti • IonQ • D-Wave • QUBT 13. mRNA and biotech - "COVID is over, pipeline dried up" • CRISPR • Moderna • Beam Therapeutics 14. Rare earth elements - "China controls 90%, no way to compete" • USAR • CRML • MP Materials 15. Software - "AI will kill software" • ZScaler • Zoom Communications • ServiceNow • Adobe • Intuit • Salesforce 16. Restaurants - "consumer is broke, nobody is eating out" • WingStop • CAVA • Chipotle • Jack in the Box • Papa Johns • Shake Shack • Domino's • Wendy's • DutchBros 17. Movie theaters - "streaming killed movie theaters" • Dolby Labs • AMC Entertainment • Cinemark You watched Amazon go from $7 to $3,000. You watched Bitcoin go from $200 to $100,000. You watched SanDisk go from $50 to $2,000. Every single one of those was on a list exactly like this one. Beaten down. Hated. Laughed at. "It will never work." "It's too risky." "The industry is dead." You are looking at the next version of that list right now. Do NOT miss your chance.

“If we all delist, floor goes up”

Michael Saylor @saylor

3 weeks ago

Bitcoin is the only game in the casino where we can all win.

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halfway through the least volatile BTC month in 8 years

BTC stuck in 60k raperange forever let’s skin each other alive onchain and make the rape facilitators richer than ever while twirling the same money around

Satoshi was the original bundler and he’s been clipping sides You’re just not ready for that conversation

forget FAANG forget MANGOS the world is run by LARP

once again a reminder of how goated dydx could have been

jussy @jussy_world

3 weeks ago

.@fomo became a $550M business in JUST 15 months - 3 ex-dYdX engineers start building early 2025 - Raise $2M from 140 angels - Launch mobile app May 2025 - Add Apple Pay > weekly revenue jumps to $150K overnight - Raise $94M total ($17M Series A + $75M Series B at $550M

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errthing's dying but meanwhile this thing:

@blknoiz06 😭😭😭

Ansem 🐂🀄️ @blknoiz06

2 years ago

Ansem's top 10 Memecoins Conviction List $WIF $1.7B | target: $100B $MOG $460M | target: $50B $MEW $450M | target: $50B $GIGA $193M | target: $50B $MICHI $88M | target: $10B $MOTHER $70M | target: $5B $SCF $42M | target: $5B other ones are microcaps

1K 590 4K 2.8M 2K

The line you see on graphs of stocks is actually the physical height of the traders. When stocks do well, they're promoted to work in higher-up offices with better views; when stocks do badly, they jump out the window.

Dude in the sauna today told me that Trump is purposefully losing the war with Iran to show China that great powers have difficulty with smaller nations porcupine’ing He told me Trump is saving us from WW3 and nuclear war, it’s all 4d chess apparently

The best time to trade was always 5-10 years ago 5 years from now ppl will be saying “in 2026 it was so easy you’d just long ai stocks” or some variation of it

looking back it does seem completely mental that we wrote all that code character by character

x.com/i/article/2088…

starknet ethereum scaling company that now wants to be a bitcoin company raised $282m at an $8b valuation eight billion +91% of the supply went to insiders and vcs 80% of the tvl is a single perps app used by airdrop farmers new addresses in the last 24h: 5 five completely abandoned every unlock, the kols cook up a narrative and shill strk so they can dump their bags comfortably after 8 years and $282m the ceo announced layoffs and said they’re “going back to startup mode” last 7 people left on the network are still waiting for a second airdrop that is never coming still sitting at $233m fdv, massively overvalued zero

hantengri @hantengri

7 months ago

sophon raised $45m mostly via "node sales" aka token sales all that to generate $5 daily dex volume tvl dropped from $8m to $3m in 3 days even last parked capital is leaving literally no reason to exist yet sitting at $100m fdv zero

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a lot of very legit points here, though overall I remain maxi-ish on ETH/Ethereum. It's a problem for Ethereum that Solana has many more "shots on goal" of getting the next pump.fun due to its startup ecosystem. Ethereum may still outperform just because its credible neutrality attracts cracked devs despite lack of ecosystem support (fwa.fun is a great recent example of this), but it would be far better off having a strong startup ecosystem as well Relatedly, ETH KOLs etc. have focused way too much on "institutional" adoption and "hard money" use cases instead of great startups, often missing out that "institutions" may not want/need CROPS and may prefer things like Canton

tomi204 @tomi204

3 weeks ago

x.com/i/article/2088…

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A lot of people on X are new to the markets. So I'll make this as simple and harsh as possible. The economy is not going up. It is not going down. It is doing both at the same time. This is called a "K-shaped economy" and almost nobody talking about affordability on your timeline understands what it actually means. If you own assets, stocks and real estate, you are on the upper arm of the K. Your wealth has compounded aggressively since 2020. The S&P is at all-time highs. Home prices are up 50% since the pandemic. Your 401k is the best it has ever been. If you do NOT own assets, you are on the lower arm. Rent is higher. Groceries cost more. A home that cost 2.2x the median income in 1960 now costs 5 to 7x. You are working harder and falling further behind, and it is not your imagination. The top 10% of Americans own 93% of all stocks. The bottom 50% own 1%. The top 10% hold 68% of total wealth. The bottom 50% hold 2.5%. This is not an opinion. This is Federal Reserve data. When the S&P goes up 25% in a year, the people who own stocks get 25% wealthier. The people who don't own stocks get nothing. That is the K. Same economy. Two completely different outcomes based on one thing: whether you owned assets before the run started. This is why your timeline is split in half. Half the people saying the economy has never been better. The other half saying they can't afford to live. Both are telling the truth. They are just on different arms of the K. How long does this last? The honest answer is that it has been going on for decades. The Richmond Fed traced this pattern back 30 years. It happened after 2001. It happened after 2008. It happened after COVID. Each time the gap widened and never fully closed before the next shock hit. The last time wealth concentration looked like this was the Gilded Age, 1870 to 1900. That lasted 30 years before structural reform changed anything. What does this mean for you? The K-shaped economy is not a reason to panic. It is a reason to understand where you sit and what you can control. The people on the upper arm did not get lucky. They owned assets. That is the entire difference. Change your life and start small. No matter how small your account balance is. I only started with $10K, twenty years ago. This is your time to retire your whole family. They are counting on you.