Some helpful
@edge_pod
links for wherever you like to consume content. Follow/Subscribe so you see all of our latest pods:
► Apple:
► Spotify:
► Youtube:
► Linktree:
The catalysts for $ETH are lining up perfectly over the near term IMO.
$ETH is setting up for an incredible wealth effect over the course of the next 3 months. Let me explain:
Excellent answer from
@MarkYusko
here 🤌
"Blockchain technology is one of the 4 pillars of the digital age. The ABCD's as we call them, that's AI, Blockchains, Computer Chips and Data."
So far in January
@nbatopshot
is having its highest sales volume month since April 2021. January is also on pace to break the record for monthly transactions on the platform 😤
To reiterate, the Ethereum ecosystem is likely to have an estimated ~$65B (key word, estimated) injected into the market via restaking alone over the next few months. To put that into perspective, the entire market cap of Solana is $88B.
@Route2FI
$STX - btc beta play and L2 narrative capture
$SOL - the peoples chain
$CVX - capture upside in curve, frax, prisma eco
$LDO, $OP (maybe $ARB, but unlocks incoming) - eth beta plays
$PRIME - grab gaming and AI exposure in one token
$LINK - slept on RWA exposure
"Jess, listen to me. Jess listen. Do we still have Pendle YTs? What does this mean for my YTs Jess! Apparently they used a third party for the points but they talked to all the LRTs right? Our points will be safe and accounted for right? Also, there's seasons and phases to the…
@rohamg
@nba_topshot
@flow_blockchain
Truly impressive what you have pulled off. It's actually added a layer of extra excitement to my life I didn't know I was missing. My dad and I open packs together over zoom like we used to back in the day. Thank you 🙏
The Web3 Gaming boom is coming.
- A wave of capital has been invested
- World renowned talent has been building
- The core infrastructure layer has been formed
What can we play right now? What are we excited for? Find out!
~ 90% of my new founder calls are coming from either Singapore, Dubai or India time zones.
Being in PST I'm noticing it a lot more and my wife is getting annoyed with all my late night calls when we should be watching Shogun.
The US based founders have dwindled significantly.
@BanklessHQ
@pet3rpan_
Bro, you guys are so legit. Thanks for all you do. Listening to the bankless podcasts have been a beacon of light for the last year and a half. Keep it up 👊
@DeFi_Dad
and I had the opportunity to chat with the anonymous Co-Founder of
@PrismaFi
👀
On May 31, 2023 they came out of stealth and unveiled their list of OG DeFi supporters and notable angel investors (alpha below 🔥)
We discuss this and more on the
@edge_pod
🧵
(1/6) 👇
Underestimated trend for crypto in 2024: Security
(And why I’m interested in Move-based infrastructure)
First principles thinking is a buzzy term, but something I incorporate into my investment decisions and life in general. For me, that’s challenging my core assumptions…
Disclaimer, 4RC is invested in
@WeArePlanetMojo
, but
@MojoMelee
is one of the most slept on Web3 games right now.
The web browser play allows you to get into it right away and the mobile experience is a perfect port of the browser gameplay.
More importantly, the game is fun!
Planet Mojo is an ecosystem of interconnected games.
@MojoMelee
is only our first game.
Some big news coming ... and surprises!👀
Thx for being on this journey w/us!
#MojoMelee
@PolygonGaming
I first connected with
@rushimanche
and
@sparrowmvmt
back in May 2023 while they were both attending the Avalanche Summit. I remember them dutifully taking the call from their laptops in between events and then calmly proceeding to blow my mind with their vision for…
Introducing M2 with Celestia underneath
M2 is the first Move-based Ethereum L2 scaled using
@CelestiaOrg
’s modular data availability layer, accelerating the creation of high-performance consumer apps.
Since the launch of CCIP, I have seen the topic of LINK tokenomics come up often. People have been asking, “How does CCIP generating revenue benefit me?” or “How do tokenomics work with no token burn?” or “Where do the paid LINK fees go?” This thread explains it ALL:
My co-host, The Father of DeFi aka
@DeFi_Dad
is a devout Etherean and a missionary of the ancient text (Solidity)
For the last year, I've been running a Pavlovian experiment to slowly red pill him on the Bitcoin ecosystem.
@AustinBarack
crushes this BTC segment and is the…
"
#BTC
is a $530B asset, that's more than double the value of Ethereum, and that asset base is now being opened to DeFi, being opened to broad experimentation in a way that it really just wasn't before"
@AustinBarack
talks about:
📈
#Bitcoin
DeFi
🙈
#Ordinals
📚
@Stacks
☣️ Maxis
The Frax team just dropped a monumental governance proposal.
After reaching 100% cr, the fee switch looks to be turning on. There's a lot in here, but it's highly relevant for $FXS holders and $veFXS holders. Check this out 👇
I have a very simple thesis for why I like the Avalanche ecosystem (+ many more):
If you think gaming represents the consumer breakthrough opportunity for Web3, well, Avalanche has arguably the best catalog of games coming to market 🤝
Off-the-Grid by
@GunzillaGames
is getting ready to launch and will likely be the biggest story in gaming as an
@avax
subnet.
PC and PS5/Xbox game with blockchain behind the scenes
Then there's
@eigenlayer
which I'm expecting to launch a token sometime in mid to late April. The speculation I'm seeing on this is all over the board, but I wouldn't be shocked to see it trade around a ~$40B FDV.
This is all happening in the restaking category of Ethereum.
On top of all this, there's still major $ETH ETF news that could drop in May which would accelerate things even further.
All the while, $ETH is still burning 🔥 (549 days since the merge)
🎉 Ep 1 of The Edge Podcast (
@edge_pod
) is out!
👏 Co-hosted by me and my colleague
@DeFi_Dad
from
@4RCapital
🚀 In this pod,
@Jasper_ETH
gives us a masterclass on
@Rocket_Pool
and why decentralized permissionless staking has finally taken over.
📺
We recently published an
@edge_pod
on
@Stacks
with
@muneeb
.
Stacks took a much longer path to the market with their blockchain and token $STX. While many were quickly spinning up ICOs, Stacks did the following:
- 2017 SEC Reg D offering to accredited investors
- 2019 SEC Reg A+…
I've been laughed at or mocked many times for some of my investments now.
The first was
#Bitcoin
and the most recent one was
#NBATopShot
.
I genuinely hope I continue to get this reaction in the future. It can mean you're on the right track.
The intersection of blockchain + NFTs + DeFi + DAOs is going to be a site to behold.
@YieldGuild
is at the center of this convergence. I don't think ppl realize what's coming.
OK, had to get that off my chest!
🤝
@Eisenberg43
-Hardcourt updates
-In arena booths
-App updates
-Out of beta updates (what's holding you back)
-Self custody of our NFTs
-Are opensea listings possible?
-Can mint totals be tied to real-time in season data rather than being fully decided at the beginning?
@ValleyJoe_
@TheFirstMint
@Eisenberg43
@rudem00se
@nbatopshot
Sir it's a legendary queue. Not a common or rare queue. The only way to uphold the scarcity of the product is to do things this way.
Otherwise, it becomes a pack lottery where people buy in to sell their + EV pack.
IMO, these special moments should go to serious collectors.
Tomorrow, the
@ether_fi
LRT token goes live. It's trading pre-market at a $5.5B valuation and is the biggest LRT by TVL.
There's 4 more major LRT launches that likely happen in the next 2 months. All will be benchmarked against $ETHFI. Each one could command $3B - $4B+ FDVs.
@YoDough
@nbatopshot
Yeah dude. Playoffs incoming. Site is stabilizing. Dapper is almost staffed up. Withdrawals working. The FUD talking points are being knocked off one by one.
I just played the tutorial and my first match. It's very polished and clean. I can already see there's a ton of depth here.
Very solid first impressions with
@ParallelTCG
I'm a fan of
@ethena_labs
novel design to tokenize the basis trade and make it composable throughout DeFi. I see a lot of value for this and am excited to see it perform in the wild.
That said, there's some other very interesting new products coming to market that have their own…
Incoming pod with
@gregosuri
🔥
We talk all things
@akashnet_
including the pivotal decision to turn on $AKT incentives 🔜
This is one of the more thoughtful and important discussions we've had on
@edge_pod
. You're in for a treat!
Good god, this new
@edge_pod
recording with
@gregosuri
is like chicken soup for the crypto soul. I couldn't be more bullish on crypto, Greg, and Akash... can't wait to publish this one 👀
@zapper_fi
is thinking about this future. They've been a trailblazer in allowing people to "see" the blockchain, but they're also tackling the other side of the equation of "do".
Listen to
@sebaudet26
bring all this together 👇
I've been giving a lot of love to Parallel the last few weeks because its been top of mind. That said, I play
@MojoMelee
from
@WeArePlanetMojo
many times a week.
These are 2 of the best playable Web3 games at the moment IMO. Big tournament coming for Melee (no token yet 👀) 👇
It's been a good week with
@ParallelTCG
. I spent a lot of time in the arena.
If your not in the arena yet anon, ask yourself, how are you underwriting that decision?
In the depths of the last bear market, I cold DMed DeFi Dad to ask him for advice about growing a content brand in the industry.
To my surprise, he gave a detailed response and offered to jump on a call. His advice proved invaluable as I carved out a niche making educational…
@EMostaque
A few to get you going, all original of course:
Stable Diffusion: 2 Fast 2 Furious
Stable Diffusion: 33 1/3
Stable Diffusion: With a Vengeance
Stable Diffusion: The Return of the King
Stable Diffusion: Reloaded
Stable Diffusion II: Cruise Control
Stable Diffusion: 2049
Good things take time and what
@futureverse
is building sounds truly epic.
There's been a lot of moving parts going on behind the scenes, but it's all starting to come together.
We dive into all of this with
@aaronmcdnz
on our latest
@edge_pod
.
🎙️ New
@edge_pod
!
🤖
@futureverse
Founder
@aaronmcdnz
shares why a scalable, interoperable, and AI-enabled Metaverse will be built.
😇 Futureverse plans to succeed where others have failed by focusing first on a foundation of stories and characters...
@girldadNFT
I never thought I'd say this, but I'm not either at the moment. I'm wanting the product to be out of beta and know they're in growth mode before I allocate more $$$ to it. Still a big fan, but just in wait and see mode for a while.
Something pretty cool is launching today.
I've been contributing to in my spare time in the background. It's still a bit of an experiment, but one that I'm getting more and more excited about and starting to come together.
If you want to check it out you can follow this link:…
I won’t name names but
Lots of big brain researchers in the space who spend all their time researching all the various L1/L2s are bullish on AVAX’s architecture
We just need to get our community in order
So time to cut the drama
Only way we can get more entrants in
New
@edge_pod
on
@VelodromeFi
We talk to
@wagmiAlexander
and
@taowatts
about upgrades to watch for in V2
1⃣ V2 Fees Are 6x The Pace Of V1
2⃣ $VELO Holders Continue To🔒
3⃣ QOL Upgrades - Velodrome Relay
4⃣ clAMM - Concentrated Liquidity (live 🔜)
Read on below 🧵👇
If you're paying attention, you can feel that web3 gaming sentiment has been shifting. I actually give a lot of credit to
@ParallelTCG
for nailing their whole go-to-market and giving the whole sector a bit of a tailwind 🫡
We hosted
@GAmitej
from
@staderlabs_eth
on the
@edge_pod
to talk all about their novel ETH LST called ETHx 🔥
How does ETHx differ from other LST offerings?
ETHx is a cToken vs a Rebasing token. Meaning, the value of ETHx goes up over time vs the supply increasing🧵
(1/6) 👇
I'm very biased, but this one is a must listen
@edge_pod
IMO.
Also, we give a well deserved shoutout to
@PendleIntern
for making all his followers rich this year 🫡
PAY SOLANA TRANSACTION FEES IN ATLAS!
Introducing ATLAS PRIME, our new solution that reduces friction and increases game adoption by enabling users to pay their Solana transaction fees directly in ATLAS.
Available first in SAGE Labs. 🧑🔬
➡️ Learn more:
@HsakaTrades
alEth bug on Alchemix
Ppl who deposited Eth and took a loan in alEth could take their Eth deposit without paying loan.
They had a low cap on Eth for this vault and it was a lend to borrow ratio of 4:1 I believe.
Reverse rug pull. Fairly minimal fallout. But not great look.
I love when the dots start to connect for me in this space.
For instance, we did an
@edge_pod
with
@zapper_fi
recently...
Zapper to me has had a clear beginning and middle, but I think we're starting to see the endgame 👇
(1/n) 🧵
I keep thinking about
@ForwardGuidance
's episode with
@Crowded_Mkt_Rpt
. This one has lingered for me.
I'll distill it down to this:
-Jason's style is Data-backed contrarianism
-You need to find your own style/system that works for you
Here it is 👇
@TheCryptoDog
DeFi will will break Ethereum. High gas will be the issue IMO. There will be a rough patch until L2 measures help out...Victim of it's own success.
🎙️ New
@edge_pod
!
📈 One of more talked about stories this bear market has been the momentum building on
@Stacks
.
🤓
@muneeb
guides us through all you need to know as a new DeFi user on Stacks, including future trustless bridging with sBTC post-Nakamoto upgrade.
I love physical trading cards as much as anyone…but there are some undeniable advantages to digital that can’t be overlooked.
I’ve been digging deeper on
@Sorare
&
@SorareNBA
.
Physical card collectors, like myself, *need* to pay attention to what’s happening…
To recap re $SNX:
CEX level UX
@infinex_app
coming soon for the frontend (still non custodial)
Fully decentralized backend (most decentralized governance in crypto + super deep liquidity from
@synthetix_io
liquidity layer)
Non SNX collateral + Base deployment + full v3 soon
I've been a fan of this moment for a while and finally bought it today on
@nba_topshot
. Lebron passing the torch to the heir to the throne on Christmas day.
?
Touching some sand for a week.
It's been a great pre-bull. Excited to come back recharged, focused, flourishing and in my own lane as we make the parabolic ascent to the summit of this cycle.
@setanimals
@OlympusDAO
Yep, I lived and breathed it, still think its super interesting.
I think the question everyone is asking right now is how do you have reliable backing without leaning on USDC or DAI?
Or maybe I'm the only one asking.
“There’s never been a preferential value to decentralization, by creating a market for decentralized trust we are letting the market discover the true value of decentralized trust” - Sreeram Kannan
Ever since I heard the above quote, I've thought
@Rocket_Pool
and
@eigenlayer
…
Once upon a time, I wrote about the
@Rocket_Pool
layer zero bull case.
Rocket Pool has a bonafide army of node operators with huge capital at stake - the perfect partner to turn
@eigenlayer
into a decentralized powerhouse.
Time to bring yield to decentralization, a thread 👇
🧙♂️💎
@AlchemixFi
markets are live on Premia 💎🧙♂️
Alchemix mages can now hedge their $ALCX position or lever up using fully collateralized options on Premia
🪄 thread 🪄