The more inflated the language in your startup's pitch, the less convincing it seems. If you're a seed stage company, don't tell me you're transforming global this or poised to dominate that. Tell me you noticed something that might turn out to be an overlooked opportunity.
NEW POD
How do you value L1s, L2s, and crypto assets?
@KyleSamani joined us to answer this.
Timestamps 👇
(00:00) Introduction
(02:43) Crypto as Commodities
(08:50) MEV Fee Stream for Networks
(18:53) L1 Token Valuation
(21:31) Updated Solana Thesis
(37:14) Fee Markets &…
Today, we disclosed two serious vulnerabilities in OP stack fraud proofs.
Ethereum is better when we work together 🤝
Our team has a ton of expertise in building fraud proof systems, and I’m proud of our team for helping make Ethereum safer for everyone 💙🧡❤️
Today, we disclosed two serious vulnerabilities in OP stack fraud proofs.
Ethereum is better when we work together 🤝
Our team has a ton of expertise in building fraud proof systems, and I’m proud of our team for helping make Ethereum safer for everyone 💙🧡❤️
I don't understand the negative reactions to this openness to expand ones mindset.
If people truly do listen to @santiagoroel podcast then they'll know that a significant proportion of his investments are still in the Eth ecosystem. While I have no insight, I would be willing to…
I don't understand the negative reactions to this openness to expand ones mindset.
If people truly do listen to @santiagoroel podcast then they'll know that a significant proportion of his investments are still in the Eth ecosystem. While I have no insight, I would be willing to…
You’re a business. You can get paid and settled instantly with stablecoins paying no commission to credit card issuers and banks. Or you can not accept crypto and continue to struggle being paid and settled in 10 (at best) or most likely 20 or 30 days and pay a cut (3-6%) of the…
For a while I ask a simple question to teams:
What do you get building on Ethereum that you can’t in Solana?
The most common response is “that’s where the users and liquidity are”
I end up passing on most of these teams. Not because I don’t think they can be successful…
The co-founder of $80B+ payments company, @stripe chooses not @ethereum, not @base, not @arbitrum but @solana for the "Pay with Crypto" demo at their developer conference.
$SOL is still 1/6th the market cap of $ETH.
gmove.
emotional day for us at movement labs across all verticals as we announce our $38M series A,
before we get into it, i want to talk a bit about where we came from 1/
have known @rushimanche for some time and he's as good as they get
outworking most + deeply passionate about Move and it's role in making DeFi environments safer and more robust
excited to be among "notable angels"
gmove
have known @rushimanche for some time and he's as good as they get
outworking most + deeply passionate about Move and it's role in making DeFi environments safer and more robust
excited to be among "notable angels"
gmove
Recording pod today about
1) How to value an L1/L2
2) Should we treat issuance as an expense
With @KyleSamani and @santiagoroel
Drops tomorrow on Empire.
Token incentives as the primary go-to-market mechanism make otherwise very capital intensive business models viable because they shift a large part of the capex/opex burden over to the user.
Take a look at DePIN networks which, in a traditional sense (look at web2 analogs) are…
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