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Ryohei

@ryohei

223 Following
152 Followers
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Ryohei
@ryohei
It’s wild how bearish X is on Ethereum. This is the signal. As the two sides diverge in those who just want to make money quick and those who understand the value in being the most critical component of the entire space. Ethereum is the only ecosystem with real use cases.
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Ryohei
@ryohei
Eyes on ETH ETF flows Up to now there's been more outflow from ETHE than inflows - had to work off ETHE debt. That means we've yet to see ETH buy pressure from ETFs. Until now...we may have flipped inflow positive for the first time today.
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Ryohei
@ryohei
The time of bull enjoyment in crypto is a fraction of the time in bear hell Always remember to readjust your mental model and enjoy it Don't get stuck in bear PTSD during the bull mania after waiting all this time
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Ryohei
@ryohei
I'm gonna share possibly a controversial opinion, but I think that this massive open interest build up contains a fuck ton of shorts and I think that $ETH has a very real chance of going on a monster rally now.
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Ryohei
@ryohei
I don’t ask for permission to refactor. I don’t ask for permission to optimize performance. I don’t ask for permission to make it secure. I don’t ask for permission to make it accessible. I don’t ask for permission to write tests.
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8 reactions
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Ryohei
@ryohei
Immutable has received a Wells notice from the SEC, the latest in their de facto policy of regulation by enforcement. We received this within hours of our first ever conversation, on a timeline clearly accelerated to land before an
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Ryohei
@ryohei
Because total blob capacity scales with total validators, after PeerDAS is implemented blobs can scale as high as needed. There are 10k+ nodes to shard the load between them. While other ecosystems struggle under load Ethereum will supply the world with cheap, abundant
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Ryohei
@ryohei
For the first time ever, @base led all chains for total stablecoin transfer volume in a single day. On October 26th, Base processed 18.1B+ in stablecoin transaction volume (99.9% was in USDC) accounting for over 30% of all stablecoin transaction volume that day.
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Ryohei
@ryohei
Recently, @VitalikButerin reiterated the importance of the rollup-centric roadmap for Ethereum’s scalability. He mentioned that Ethereum Layer 1 (L1) serves as the robust and decentralized base layer, while Layer 2s (L2s) focus on scaling. This division mirrors society, where a
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Ryohei
@ryohei
Still don't think people appreciate how insane it is that Ethereum has many different clients *and* that they are fairly well-distributed across the network. This is one of Ethereum's crowning achievements because it is *incredibly* hard to achieve and requires years of work.
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Ryohei
@ryohei
The worst thing about understanding Bitcoin is seeing how central banks have stolen your parents and grandparents hard earned money for decades.
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Ryohei
@ryohei
The best moneys/SoV in the world are emergent based on a community forming around them. The Ethereum community cares deeply about ETH being a money/SoV and the Ethereum network scaling/having as much utility as
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Ryohei
@ryohei
A much-discussed topic within the Ethereum community is the fact that Layer 2 (L2) solutions currently pay very little rent to Ethereum, with blobs consistently priced at just 1 gwei.
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Ryohei
@ryohei
RN, nearly 90% of crypto AI projects are still in the early stages and haven’t reached their full potential yet. Especially since AI adoption globally isn’t that widespread yet, but i’m confident that in a few years, AI will be embedded in every aspect of our lives.
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Ryohei
@ryohei
The recent rise of application specific sequencing (ASS) has shifted me away from being a complete appchain bull. What if we could instead, build purpose-built blockchains with specific customizations for certain apps, with sovereign sequencing for apps & sequencer revenue
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23 reactions
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Ryohei
@ryohei
Plenty of people critiqued bitcoin for the energy consumption it needed to create the best store of value. Now people are critiquing artificial intelligence for the energy consumption needed to create smarter computers. The truth is energy consumption is essential for creation.
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Ryohei
@ryohei
My base case is that Kamala Harris would be even worse than Biden on crypto Even Biden had said some of the same platitudes that she's said But she has had months to address one of the few pockets of legit swing voters in this country and she's simply refused to do it.
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Ryohei
@ryohei
Recording podcasts in person create so much better content. More dynamic, faster paced and entertaining. We will optimize to have a podcast studio at every future conference for the next 18 months.
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Ryohei
@ryohei
f4f
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Ryohei
@ryohei
I usually only look at the Following feed. Somehow, I was on the For You feed for a bit, and it was like being blasted with a firehose of nastiness that was definitely not for me. I don't know how those of you who use that feed do it.
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