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Hibiscuscultivar

@hibiscuscultivar

68 Following
33 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
@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
Here's to 2-way street Brink Nation from London
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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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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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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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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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Exactly. US is still the cleanest dirty shirt relative to BRIC(both Brasil & Russia fx -50% over the last decade) or G7 in terms of growth and inflation outlook. And the unique strength of being the reserve fx is that USD can be 'my currency & your problem'.
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Hey! I was working on some US data and pondering where we are vs the rest of the world... GM!
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Pepe please go fly a kite so I can use mainnet again
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Being the cleanest of all dirty shirts may only get you half way you want to be
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How small is the jpeg ceiling? Very frustrating @farcaster
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community within a community within a community for now. Network effect dictates that those who hate Twitter remain on Twitter. Farcaster needs to get on to sticky S curve and critical mass which could be a derivative of further blockchain adoption with or without user abstraction build
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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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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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https://dataalways.substack.com/p/endgame-perils-of-restaking Happy Shapella Day.
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One large gas station https://i.imgur.com/wfAIHm3.png
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Having started with just Brave. Then there's limitation. And then there's bing
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Brave, Chrome, & Edge
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Brave & Chrome. And Edge
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