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Hibiscuscultivar

@hibiscuscultivar

63 Following
32 Followers
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Hibiscuscultivar
@hibiscuscultivar
@nic @mattwalshinbos Where's the youtube video? I am determine to watch the so called 'failed' episode.
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Hibiscuscultivar
@hibiscuscultivar
@nic Kyle Davies says you ignored his multiple invitations to an 'open & frank conversation', but you turn him down. A fireside chat over Kyle Davies chopped woods can't be that triggering?
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@hibiscuscultivar
BTC.D to reach 60% and 73% next. But can it get to 80%? https://hibiscuscultivar.substack.com/p/can-bitcoin-dominance-reach-80-a
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@hibiscuscultivar
Lido fights back against self-limit false dichotomy and goes for gold. I started a new blog diving into Lido's value proposition. https://open.substack.com/pub/hibiscuscultivar/p/lido-aqua-man-in-the-arena?r=13dvms&utm_campaign=post&utm_medium=web
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@hibiscuscultivar
https://open.substack.com/pub/samuelandrew/p/the-dankest-eip?r=13dvms&utm_campaign=post&utm_medium=web Sharing Sam Andrew's work here. Fabulous explainers of ETH roadmap in concise and clear fashion. Highly recommended
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@hibiscuscultivar
https://www.youtube.com/watch?v=5DR9cyPpAGA Wondering if @dwr.eth has seen this and their way of addressing social graph monetisation
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@hibiscuscultivar
Pepe please go fly a kite so I can use mainnet again
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@hibiscuscultivar
Being the cleanest of all dirty shirts may only get you half way you want to be
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@hibiscuscultivar
How small is the jpeg ceiling? Very frustrating @farcaster
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@hibiscuscultivar
Understanding the current state of yield curve inversion is key. Inversion is hugely biased by negative term premia. It reflects NOT economic conditions but a shortage of collateral(fin fragility). H/T @crossbordercap Few get it so spot on.
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@hibiscuscultivar
Flippening won't happen simply because ETH is mis-priced. An easy first step is for all L2s + ZK layer pushing up the % vs. BTC. We are likely to see EVMs pushing close to 65%. There's only so long you can keep a beach ball under the water.
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@hibiscuscultivar
https://dataalways.substack.com/p/endgame-perils-of-restaking Happy Shapella Day.
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@hibiscuscultivar
One large gas station https://i.imgur.com/wfAIHm3.png
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@hibiscuscultivar
Brave, Chrome, & Edge
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@hibiscuscultivar
Choke Point X.0 has historically been a failed tactic for governments who feel the urge to over-regulate. Gold Reserve Act of 1934 explicitly prohibit ownership and trading of the precious metal. A successful challenge only came in 1975. This too shall pass. #btc
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@hibiscuscultivar
https://hq.decent.xyz/1/Editions/0x8b42Eb9BBb4f42e952d01Db16B7b1509878b42D6 What if I like it enough to listen to it but not enough to collect it?
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@hibiscuscultivar
Wrong Burry and kimchi premium = 🚀
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@hibiscuscultivar
Is there a way to assess the ethos of the latest EVM ZK roll-ups? I feel like saying ZKsync is more aligned with Ethereum and therefore akin to, say, Optimism than Arbitrum. Is the framing even remotely useful?
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@hibiscuscultivar
Season 4 of Bell Curve with @hasufl is now live. Could well be the best season yet with focus on MEV.
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@hibiscuscultivar
Never mind the TLAs and FLAs. All roads lead to balance sheet expansion $BTC $ETH. Simple as.
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