Hibiscuscultivar

@hibiscuscultivar

68 Following

30 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

@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

@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

@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

@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

@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

@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

@hibiscuscultivar

Never mind the TLAs and FLAs. All roads lead to balance sheet expansion $BTC $ETH. Simple as.

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