Monteluna

@monteluna

412 Following

743 Followers

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hottake We don't need an ETH Microstrategy, we already had one. It's called OlympusDAO.

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Form follows function. https://www.fratellowatches.com/hands-on-g-shock-dw-5000r-1a-origin-revival/

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Black Mirror is not supposed to be a documentary. https://app.ethos.network/profile/x/twobitidiot

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Idea: they should never launch Berachain. It's got a $2.3B TVL without a functioning chain. The moment they launch, then they'll start measuring real revenue, flows, then it's valuation becomes a hard number. Right now, it's pre-revenue. It has no valuation. It's market cap is somewhere between infinity and zero. Why ruin it?

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"If the State issues a trillion dollars of Treasury bills and there is no fiscal effort to redeem that debt, it’s going to be just as inflationary as if the Fed were to give away a trillion dollars of banknotes”. Good reads from @byrongilliam https://mail.blockworks.com/p/the-bitcoin-theory-of-the-price-level?_bhlid=4442cb7b386d45f45cddcc8e26428417224c93e8&utm_campaign=the-bitcoin-theory-of-the-price-level&utm_medium=newsletter&utm_source=mail.blockworks.com

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If you live on the East Coast: - New York is sinking - Miami is sinking - Norfolk is sinking - Baltimore is sinking - Charleston is sinking This leaves only Philadelphia, Atlanta, and Boston as relatively environmentally safe regions you can feel comfortable living in without a category 5 hurricane ruining your life. I have said before Boston is likely already at max capacity with a ton of still latent demand, so prices should absolutely remain extremely high if not going *higher*. Overflow pretty much has to go into Philadelphia and Atlanta. There's no local political will or demand to increase housing, and the infrastructure can't handle it anyways.

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Yeah I might have to buy Meta calls. I think all of you are wrong here.

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"Its not a dollar, it's a liability of Circle and Tether." I kind of disagree because this fails the test of, "compared to what"? All dollars are credit liabilities of *someone*. That's how balance sheet accounting works. Sure certain entities have FDIC protection but this doesn't make them less of a liability because you have insurance. https://youtu.be/7VhaMOWe7ng?si=kIHrgt6BBZCQET5X

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So basically you got equity holdings for using Venice. Part of the race for A.I. is going to be novel distribution mechanisms where we can finally drive more users to the systems with tokens. Fun lore: Lyft wanted to give actual equity to drivers when they first started to lure them away from Uber, but the SEC basically told them they couldn't do it. We're in a very weird world if equity and tokens can legally unify, and corporations can drive users to use their products without discounts by just giving them real equity in the organization. Startups just get one more tool to attract more users via airdrops, and I doubt this tool is going to remain stuck in the shed for long. https://x.com/ErikVoorhees/status/1883944000857776309

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So @venice-ai has launched a token, and is now utilizing @aerodrome on Base to help source liquidity to it's token. https://x.com/AskVenice/status/1883925135825990091

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https://frame.weponder.io/api/predict/29017

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💭 Check out this prediction: "Will Meta (Facebook, WhatsApp, Instagram) launch an Ethereum L2 in 2025?"

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"An elegant weapon, built for a more civilized age."

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I am creating a ponder of this question @jake. I'm actually curious of this question too, want to see a methodology emerge, where someone goes in and scans user wallets. Hopefully we can add this to a Dune dashboard. Good luck! https://www.weponder.io/predictive/28996

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The folks at @velodrome ( @wagmialexander and @jackanorak ) have been dropping serious defi knowledge in these series. There's a lot of things people need to be aware of much more these days in regards to DEX sustainability, and I'm personally shocked people just ignore these realities. https://paragraph.xyz/@dromos/sustainability

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OH: "Venture funds are now realizing they can do other things besides buy and sell tokens."

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I’m done, I’ve sold all my ETH. The idea of “making second foundations” was the breaking point for me. Vitalik putting a Milady NFT on was almost enough, but not quite. I genuinely wish them all the best moving forward. Ethereum is supposed to be the DeFi chain— but let’s be honest, it’s not. It’s simply overvalued. I’m moving my bags over to Berachain.

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If any of my followers are part of the 69th Foundation, please reach out. I would love to be a part of it. https://x.com/69foundation

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All of finance, including skin in the game payments in backrooms, is now democratized. Anyone can do it, good or bad. You all now have Swiss bank accounts in your pocket. Do with it what you will, but this is what we signed up for. This was the original idea of the cypherpunks and extropians. Free movement of capital, open information, permissionless innovation. Ethereum enables this more than Bitcoin, but if you're failing the vibe check you should rethink why you're here.

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