Jake (jake0)

Who would be interested in reading a comprehensive recap of all US crypto policy changes post-election? Thinking about writing a deep dive with an exhaustive list of all changes + my thoughts.

• 15 replies
• 6 recasts
• 35 reactions

Is this thing on? I have too much alpha that needs to be casted 👀

• 13 replies
• 4 recasts
• 39 reactions

I’m a huge crypto x ai agent maxi. It’s crazy to see the top ai tokens ($virtual, $ai16z, $arc, $aixbt, etc.) get rekt over the past couple months (down ~80% from ATHs) while their fundamentals and utility have only increased. Once the macro environment recovers, ai coins will catch a bid again.

• 11 replies
• 11 recasts
• 28 reactions

A couple of colleagues and I just published a 13-page report on Ethereum's future. Here are some key points and charts: - Ethereum’s future has never been more in question. The rollup-centric roadmap scaled Ethereum but incentivized protocols like Uniswap to launch their own L2s, causing ETH fee revenue to plummet. - The Ultrasound Money narrative has stalled. EIP-4844 cut L2 costs by increasing blobs, but further reduced fees paid by L2s to Ethereum. ETH supply has retraced the year of deflation that followed the Merge. - All isn’t lost. Ethereum leads in key metrics like TVL and stablecoin market cap. A leading 2025 narrative, the tokenization of RWAs, is primarily occurring on Ethereum. - The ship is turning. The community has raised concerns over L2 prioritization, and the results are showing. New @ethereumfndn leadership is serious about scaling the L1, improving UX, and continuing to scale blobs. __ The full report can be found here: https://messari.io/report/ethereums-future-post-pectra

• 2 replies
• 3 recasts
• 16 reactions