1/n Takeaways on notthreadguy podcast with sreeram from eigenlayer + own thoughts: - Blockchains have solved scalability but not programmability. Current crypto ecosystem: all apps have to be built within the frameworks of the EVM / SVM and thus written in solidity / rust. The design space is extremely limited. You cannot build an AI agent on Ethereum.
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Hyperliquid daily revnue and P/E ratio
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BTC and ETH weekly flow as % of market cap:
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