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@frayy

85 Following
20 Followers
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@frayy
Hey Frens. Not a fan of the term ‘Total Economic Value’, find it highly misleading. As currently calculated (+ L2 fees to L1) the metric is more accurately ‘Validator Total Economic Value’. Ethereum still secures an order of magnitude more total economic value. Just my 2 cents, holder of Eth and Sol.
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Loved the shoutout for ‘The Rest is History’ podcast. Crypto and History Podcasts are where it’s at! ‘Hardcore History’ is another must listen of mine. 🙌
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lol. Kyle Davies calling out @nic on unchained. So cringe, can’t wait for the Friday Weekly Roundup 😂
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Frens. Could someone help this pleb understand why Arb fees are roughly 10x OP/Base/Zora right now? Assume this is related to execution stack differences?
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Love the podcast. Been a great resource for leveling up my crypto knowledge during the bear market.
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@growthepie. Would something like this be possible for Eth/L2s? https://mapofzones.com/home?columnKey=ibcVolume&period=24h Would be a really cool way to visualized different economic zones (OP, Arb, ZKSync, etc.) and bridging happening between them. Maybe even what DA solutions are being used. Big project though.
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@sassal.eth and Daily Gwei frens. Has anyone built a visualization like this for Ethereum? https://mapofzones.com/home?columnKey=ibcVolume&period=24h Would be a really cool way to visualized different economic zones (OP, Arb, ZKSync, etc.) and bridging happening between them.
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@cdixon.eth. You’ve mentioned how much of a reader you are. Got a public reading list anywhere? Finished your book, looking for my next title.
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@frayy
“The question to be asked - the danger to be recognised - is how inflation...affects a nation…” and “that if you wish to destroy a nation you must first corrupt its currency. Thus must sound money be the first bastion of a society’s defense.” - Adam Fergusson (When Money Dies)
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@dwr.eth I notice Casts can be pinned on a channel. Is that possible on the account level yet?
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“People on both the left and the right of the political spectrum can sense that something is wrong, that things are "rigged" against them, but can't quite put their finger on why.” (Lyn Alden, Broken Money)
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@frayy
Love the podcast. Been a great resource for leveling up my crypto knowledge during the bear market.
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@frayy
Great to be here, love the podcasts. Blockworks has really helped refine my investment thesis on BTC, ETH and SOL. Where they overlap and are uniquely different. 🙌
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@sassal.eth, thoughts on the argument that 4844 will be bearish due to lower fee burn by L2s? From my view, Eth’s monetary policy is already ~0% inflation even without L2 fee burn, so it’s far more important to increase L2 throughput and decrease fees than lamenting Eth might not be deflationary long term.
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Love the podcast. Particularly the enlightening but dire warnings of the inevitable turkey 🦃 takeover.
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@frayy
1/While there are many exciting applications of crypto, my core thesis is simple and supported by 100+ years of central bank interventionism. Namely, that the relationship between governments, central banks and their currencies is toxic; prioritizing government power and crony capitalism at the expense of its citizens.
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