brypto

Ethereum is basically back running all of Cosmos’ dysfunction — fragmentation, infighting, “anti-capitalist” leadership, technical sclerosis, muted price action for the flagship asset ($atom / $eth)

The key difference and why Ethereum will succeed where Cosmos didn’t?

Stablecoin liquidity

Chains have no moats besides liquidity network efforts

That’s why all of the bad ones TVL larp:

https://x.com/rushimanche/status/1890047156154982523

yeoro.eth → db.team → /slc → SuperBenefitDAO, All in For Sport → "purpose aligned networks of small autonomous teams”

Previously Anchorage, BitGo,
building https://x.com/dittowalletbot

Doesn't Ethereum also have a much larger app landscape?

reminded of all of those FAANG companies "crippled" by DEI that just stacked most-profitable year after year. inertia is a helluva thing.