chainyoda
@chainyoda
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A I I N B I O. Core contributor @hadronfc. Investor relations @availproject. Closet VC and product KOL. Aspiring anon🦧. Memelord 🐧 punk9026 💹🧲.
Joined February 2010
Sriram Krishnan's appointment has provoked the sort of online racism I haven't seen since 9-11. he's not the first Indian in a senior White House role. what's going on?.
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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 ).
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ETH is much less risky rn than Bitcoin because of BTC's exposure to the Saylor ponzi or Solana because of SOL's exposure to memecoins.
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I dont understand founders who "cant spend time on social media or marketing" because "they are busy building". Bruh if Vitalik, Anatoly, Sreeram and Nick can be reply guys you better be building cold nuclear fusion.
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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?.
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How VCs see asian founders:. Asian dude in SF/NY = einstein.Asian dude in Asia = scammer.
Why are there so few famous Web3 founders from Asia? CZ, Sandeep, Justin Sun—then silence. Western founders often become celebrities, while many Asian founders remain behind the scenes. Here's some reasons:.1. Lack of confidence: We second-guess ourselves too often, placing.
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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.
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Next solana candidates:. - Aptos - gud tek, not degen.- Sui - gud tek, no vibes.- Ton: gud distribution, meh tek.- fuel: gud tek, l2 sticker .- berachain: evm on tendermint, unlikely.- monad: gud vibe, too early.- megaeth: gud vibe, too early .- movement: gud vibe, too early.
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Polygon : Shipping.Arbitrum: Shipping.Optimism: Shipping.Scroll: Shipping.ZkSync: Shipping.Starknet: Shipping.Eigenlayer: Shipping. Ethereum is in great hands, never mind the redacted maxis.
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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.
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solana foundation guys are leaving. ethereum foundation guys are not leaving. this is bullish for. solana i am afraid.
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Base is ethereum aligned in the same way that your wife's boyfriend is aligned with you.
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Wen sol fud was max, you guys were buying eth. Now eth fud is max, you guys are buying solano
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I might get cancelled for this but crypto founders without a spouse/kid/social life may have a considerable advantage over the others.
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Eigenlayer would open at $50b if they just change the name to AI GEN LAYER.
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Everyone in Solana wants to build an app as close to the end user as possible. Everyone in ethereum wants to become a layer as far away from the end user as possible . If this avoid the users and make a layer mindset doesn't change, eth will be kinda fkd ngl.
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The ethereum phone truly embodies ethereum . 69 researchers, 420 devs . and no designer
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crypto industry code of conduct:. rugs:ok.grift: ok.scams: ok.ponzis: ok.exploits: ok.vaporware: ok.exit scams: ok.market manipulation: ok. but no mean tweets.
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90% of crypto VC is just asking founders "who is the lead" till they find one and aping in as soon as they do.
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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. .
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2024 a16z crypto startup school ideas:. 1. Modular dogs.2. Zero knowledge dogs.3. Dog restaking.4. Fully homomorphic dogs.5. Yield bearing dogs.6. Tokenization of real world dogs.7. Layer 2 dogs.8. Decentralised AGI dogs .9. Intent centric dogs.10. Dogs as a service.
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James Bond fans can expect a relatively unknown male in his 30s to take over the 007 role.
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Hyperliquid shows that professional crypto VCs are the greatest evil humanity has ever faced whereas crypto whale traders with a big twitter following are the pinnacle of human goodness.
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Just paid $64 in gas to borrow $30k from @aave on ethereum L1. This is unironically bullish for $ETH ⚡️🚀.
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We might disagree w how and if EF functions but gotta respect @VitalikButerin for taking responsibility as a leader and not throwing a disciple under the mob's bus. .
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The hardest thing to find in a bull market is a crypto native full time employee.
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ETH guys could not let Toly have the worst phone in the world so we launched this
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Ethereum has a very bad case of cosmos infection. Last cycle the ethereum discourse was human usable apps like uniswap and aave. This cycle all the ethereum devs and investors speak only PhD eg based sequencer, shared sequencer, intercontinental rollup. and one else gives a fk.
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ConsenSys offsites: ethereum cycle top. ConsenSys layoffs: ethereum cycle bottom. Since 2015. Don't fade the tradition anon.
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Hire gud people from bad startup cultures. You get more stickiness and you get gud karma for rescuing gud talent.
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crypto angel investing can be a fantastic way to become poor. it feels amazing, other people think you are rich with special access to "deal flow" and your name appears on fancy banners that look like cinema posters.
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Celestia removed execution from Blockchains: $20b. Eigenlayer removed the Blockchain altogether: $100b is inevitable . Few understand this.
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Leave @twobitidiot alone. He's not the guy twitter is making him sound like. Dude's like one of five effective lobbyists in the entire industry and he hasn't even got a multimillion grant from Uniswap or something to do the gig.
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Backed by me: Polygon, Eigenlayer, Monad, Avail, Flare, Spark on Fuel . Backed by Paradigm: FTX, Art Gobblers, Friendtech, Blur, Blast . Move to Dubai everyone.
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Its incredible how many things @cosmos guys got right. Rust, Wasm, IBC, PoS, async composability, sovereign chains, badkids and keeping airdrops simple as fk.
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ionet has more KOLs in the KOL round than it has GPUs capable of handling training workloads. This is the power of web3 ☝🏽.
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The bull case for ethereum is innovation. innovation --> apps --> users --> demand. no other bull case is required. there's an insane amount of innovation on ethereum . why is no one talking about this?.
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People building applications at @ethcc. 1. Stani @LensProtocol .2. Hayden @Uniswap .3. Martin @gnosischain . People building infrastructure. 69420.
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main devcon event is mostly new people. most of the hot founders/vc s are at their own side events. this is a digital divide I dont like tbh.
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If Cosmos is so ded, why does every other chain eventually become Cosmos?
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Bankless go quiet for 3 days and ETH moons like no tomorrow.
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Trump is like a crypto BD guy who reads the pitch he doesn't understand and has no plans to ever ship what he's selling.
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ethcc l1 is basically 1 GWEI empty because of ethcc l2, l3 and AVS side events
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congratulations to the ethereum community for SOL ATH. - eth maxis for endless fud.- Vitalik for endorsing at $8.- Bankless for comparisons.- Batamask for wallet.- EVM for approve().- social layer for farcaster.- EF for 5 yr roadmap and bottom selling.- Resnick for inverse KOL.🔥.
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At this rate, Saylor will be an advisor to Eigenlayer by June.
.@saylor on the Ethereum ETF approval and what the recent crypto regulatory changes mean for Bitcoin
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alfaleak. if you want a smooth EVM experience in the @Ripple ecosystem, @FlareNetworks been XRP aligned since 2018/19 and built one of the most advanced chains in the space that will shortly open their over collateralised bridge for XRP. check out:
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I was so monolithic before I met him. He touched my arm and made me modular
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One good thing about crypto VC is that you can simply delegate breaking the law and risking going to jail to 20-25 year olds dot fun.
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AI agents in crypto are so autonomous that they autonomously pay for: . - Cloud bills.- Twitter api subscription .- Anthropic or OpenAI credits.- Langchain credits .- GPU usage.- Coinbase developer platform .- Dev.
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@blader Pls dont do this. I tried this too. You will end up with a community. A community is people on the internet who call you a scammer every time price goes down.
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I honestly think the ONLY thing ethereum needs is to show more respect for the trader, degen and retard communities. After the merge where devs overruled miners, there's been an assumption that research pay the bills. Its not true, speculators do. Gotta respect your customer.
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Celestia does ONE THING: $11.5b.Near does EVERYTHING: $2.2b. Clarity in the narrative is worth $9b.
$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?.
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My partial 2024 simp list: . @rushimanche: growth.@sreeramkannan : vision.@DoveyWan : value add vc.@ekrahm : marketing/brand.@akshaybd : community .@musalbas : research.@prabalbanerjee : shipping.@cburniske : KOL.@tarunchitra : IQ.@aeyakovenko : product .@SmokeyTheBera: ecosystem.
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crypto VC tearing their termsheet when a founder says they dont intend to launch a token
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Eigenlayer eco is the highest IQ set of people in the entire crypto industry.
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Invest in apps, not infrastructure. The apps: . 🎰.🎲.♠️♥️♥️♦️.🐂🐿️🥜⛽️.🚀.
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crypto is called web3 because most people are working 3 jobs:. 1. Founder.2. Investor.3. Advisor.
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I am an LP in four crypto venture funds. Two are losing money. One is hugely profitable by selling on a one year horizon but keeping my money on a ten year x 2.5% horizon. Only @alliancedao sends distributions 😍🥰. If you're into VC, pivot to distributions.
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KOL caste system:. Brahmins:.- Institutional KOL.- Research KOL.- Math symbols KOL. Tools of War:.- Podcast KOL.- VC KOL. Its business:.- Founder KOL.- Devrel KOL.- Strategic round KOL.- Defi TVL KOL. Commoners:.- Micro KOL.- Token ticker KOL.- Scammer KOL.
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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?.
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Mert is now its own category. For example: . @Arthur0x defi mert.@0xMert_ solana mert.@MustStopMurad culture memes mert.@lemiscate aave mert. .
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. @base would be so much more fun if it leaves that norcal and brooklyn farcaster wokedom and finds a little bit of india, korea, china and vietnam also.
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