How to predict someone's age based on the coin they most shill
Bitcoin: 45
Ripple, Chainlink, Polkadot: 40
Ethereum: 35
MATIC/BNB/OP/Arb: 30
ATOM: probably broke, ignore
Solana, Celestia: 25
Memecoins: 15 ( cognitive age )
a16z is writing Jolt
Paradigm is writing Reth
Jump is writing firedancer
Polychain guys are writing Ritualnet
If VCs are building the most important tech in crypto rn, what exactly are the devs doing?
Crypto industry pain is getting worse by the day. Polkadot just laid off 300 people - that's a lot more employees than there are devs building apps on Polkadot
Polygon : Shipping
Arbitrum: Shipping
Optimism: Shipping
Scroll: Shipping
ZkSync: Shipping
Starknet: Shipping
Eigenlayer: Shipping
Ethereum is in great hands, never mind the redacted maxis
Ethereum is like Dubai. You can always pay more to get your (legal) transaction through
Solana is like New Delhi. Sometimes it works but sometimes all you can do is pray
Solana has better UX is a myth propagated by big monolith
I think everyone who started their career in
#crypto
should at least once attempt a proper job in a serious industry once - e.g. something that involves 101 things like showing up, showing up on time, tracking your deliverables, earning a salary and setting expectations etc...
Backed by me: Polygon, Eigenlayer, Monad, Avail, Flare, Spark on Fuel
Backed by Paradigm: FTX, Art Gobblers, Friendtech, Blur, Blast
Move to Dubai everyone
Its incredible how many things
@cosmos
guys got right. Rust, Wasm, IBC, PoS, async composability, sovereign chains, badkids and keeping airdrops simple as fk
$Near thesis =
1. Near 30x cheaper than $TIA (though still in testnet)
2. Bigger TAM beyond DA with other use cases (L1 + ZKEVM etc.)
3. Treasury probably 3-6x bigger
4. Lindy effect (+4 years of block production history)
5. While FDMC 5-6 times lower
= Long $Near/ Short $TIA?
I think someone else said this but its not clear how four dudes working part time at
@a16zcrypto
shipped a faster zkVM than a few teams with more $5-$50m in funding
Does this mean VCs will now do the meat of the work and just hand it off to devs to add a nice token to it?
I invested in
@monad_xyz
and
@eigenlayer
and I am still working 17 hour days including 4 hours of chatting on telegram, 3 hours of shitposting and 2 hours of airdrop farming
Why aren't you?
Ten stages of life of crypto founders:
1. Have fun
2. Hype their thing
3. Raise money
4. Align people
5. Build their online tribe
6. Get good legal advice
7. Launch token
8. Choose rich
9. Survive cycles
10. Become VC
In a few cases there's also a real product
Ethereum is ethereum
Cosmos is ethereum
Near is ethereum
Solana is ethereum
Cardano is ethereum
Polkadot is ethereum
Tezos is ethereum
You are ethereum
I am ethereum
We are ethereum
In my experience, at some point, every crypto founder has to choose what they want to do more. Do they want to build a company or do they want to build a community. It's an odd thing to say but ethereum was very lucky that Consensys got rekt in 2019 and most of us got laid off 🤷🏽♂️
Idk, at least
#a16z
v
#CZ
v
#Jump
vote for
@Uniswap
playing out in public...
that's a pretty big improvement compared to the everyday backroom deals in tradfi
Crypto VC market is so hot that if you are under 30, just raise money. Doesn't matter if you know what to do or how to do it, they will just force you to take the money even if your pitch deck says "AI enabled hamptons wedding protocol for me and boyfriend" or whatever
@gluk64
@DCbuild3r
@pseudotheos
@jbaylina
@zksync
Ok but what is it? 😁 and why do proofs take >12-18 hours on your block explorer?
No need to wait for a 3rd party, just provide the current performance with current hardware for a rough comparison - I think that would help give additional context to the community!
Ethereum needs much younger online evangelists and spokespeople who haven't already "made it" - the entire current crop of eth's social (media) layer is 35 and above and/or has "already made it" vibes.
That is where bitcoin was before rebels udi and eric "killed" it
The average age of people at Solana events is probably ten years less than the average age of people at ethereum events and this is the ONLY thing any of the many layers should be worrying about
So many crypto VCs are currently talking to founders just to give the impression that they are VCs.... but not allocating shit
Don't do this... dont waste founder time. Its bad karma because time is all a startup has. Take meetings only if youre serious and not on general rece
What if I told you there's an LST provider that:
- Offers liquid staking for a basket of assets
- Gives 100% of protocol revenue to stakers
- May become the largest competitor to Lido
It's
@stride_zone
. An appchain dominating the Cosmos LST market.
@EffortCapital
explains 🧵
If you're raising Venture capital, just spray your pitch deck w a few dozen subliminal "ZK" watermarks and watch your valuation triple. ZK-defi, ZK-gaming, ZK-NFTs... it's all happening in ZK-VC
#eth
currently has 3 advantages. The competiton:
- Doesn't work yet (Cardano, Solana, Polkadot) - some never will
- Has no vibe ( Near, Algo, Tezos, ... ) or
- Does not have their own native dev community ( all the evm chains )
Any eth competitor needs to solve 1,2,3
.
@chainlink
has been with
@0xPolygon
ecosystem side-by-side ever since Matic Network became Polygon in Feb. 2021. And what a journey it has been for both communities! On Polygon PoS, Chainlink is now used by the largest protocols like Aave and Gains and secures 85-90% of the…
I hope this SOL/ETH move gets ethereum layer2s and social layer to get our shit together and focus on building products for users instead of purity tests and alignment certification from insiders, loudfluenzas and podcasters
Price up $10 and Solana social media army goes to coordinated attack mode against the thing that saved solano at $8. Maybe the awful opportunistic money people never left?
Wormhole $2.5b round might have just broken the record for the longest time gap between closing and announcement. Announcing at 2021 valuations in 2023 is kinda cool
Really need to make an emergency trip to Berlin, Seattle, NY or Palo Alto and breathe some high IQ air again
Lost at least 40 IQ points at Token2049... sadly all I had were 80
Don't hire cryptonatives. They might actually use your chain or protocol. No one wants THAT lol
Better hire strategy, salesforce, trello, calendly, zoom, slack, notion, greenhouse, workday, rippling, offsite and townhall
CDK by
@0xPolygonLabs
in one tweet
WHAT: 100+ chains across verticals are building L2s using cdk because its the endgame
WHY: endgame = infinite scalability + unified liquidity
HOW: cdk = zk + modular = endgame
So What? $POL will accrue value from activity on CDK chains 👀
I have been a Tezos critic for a bit but after their latest release, to me personally,
@tezos
is far far more interesting
#blockchain
than bull market things like red triangle. At least there's a bunch of new and original engineering there 🤷🏽♂️
@Austin_Federa
Din happen on Solano but it wasn't for lack of trying brah... kinda hard to build and launch on rebootable chewing glass Blockchain that's all
Guys don't take random risks going around the city for networking today - maybe take metro.
This is crypto lol. The same 694 people speak about the same stuff at every conf and the same 69420 of us attend every conf
I will still be there at the next big conf, and you too
With Scroll hitting mainnet, we have as many EVMs as we need
2024 is belong to innovation on the execution layer
Miden
Risc0
Fuel
Cartesi
Aztec
Movement
Fluent
...
...
Lets build interesting things again👌🏾
Chris, Kyle, Santi, Qiao, Mike, Tarun and Jon aka prominent Solana ecosystem VCs have shown in 2023 that a primary value added service of a crypto VC is shilling
For the rest of you, if you aren't even shilling your portcos here, cancel your VC license frfr