Jake

@jake0

20 Following

443 Followers

Jake pfp

Thanks ser ill check it out

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I'm compiling a list of all Web3 privacy-related projects. If you know any non-obvious projects, please reply 🙏

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matthewb pfp

really appreciate seeing quality research on my feed courtesy of the folks at messari. dropped a few thoughts in the thread as well.

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Jake pfp

Thank you ser 🫡

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Jake pfp

All institutional flows will lead to Ethereum. Pretty much every major web2 enterprise that is building in web3 at least begins with ETH. This is a good resource: https://ethereumadoption.com. Plus tradfi isn’t stupid — they know about VC tokens and distributions and Ethereum has one of the best decentralized tokenomics.

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Jake pfp

Great point about Monad and MegaETH. Honestly bc they are so hyper I think they will steal a good amount of market share (in the short term), but probably not be able to compete w/ Arbitrum & Base (in the medium-long term). Ethereum needs more unification, like the Open Intents Framework rather than more disparate L2s/EVM chains like Monad and MegaETH. Although the first half of our report is quite bearish (since Ethereum/ETH has been dormant the past few years), we do make a strong argument for Ethereum, ETH, and the Ethereum Foundation successfully pulling off a unification/scaling effort.

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Jake pfp

@matthewb thoughts?

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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

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Top 5 Crypto Fundraising Rounds this week 👇 Conduit - $36M > A unified, onchain payments layer that makes cross-border business payments in stablecoins or local currencies nearly instant > Dragonfly, Altos Ventures, & Digital Currency Group Beam - $7M > A stablecoin-based payment service provider built to deliver faster, cheaper, and smarter global money movement > Castle Island Ventures, Arca, & Bankless Ventures Donut - $7M > An agentic browser built for crypto > Hack VC, Bitkraft Ventures, & HongShan Rumi - $4.7M > Building decentralized AI infrastructure for media > a16z CSX, Escape Velocity, & NxGen Asigna - $3M > Multisig wallet provider for the Bitcoin ecosystem with $1.1B+ in TVL > Hivemind Capital Partners, Tykhe Block Ventures, & Portal Ventures

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Jake pfp

Farcaster rebrand looks hella clean — great job team

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Jake pfp

Thank you sns 🫡

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Jake pfp

Thank you ser 🫡

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Jake pfp

quick plug for those who aren’t subscribed yet — I write a weekly Crypto Venture newsletter (fundraises, M&A, new funds, etc.) that goes out every Monday morning. It features pay-walled Messari fundraising data for free ;) Check it out here: https://www.linkedin.com/newsletters/crypto-venture-weekly-7256651757164883968

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Jake pfp

I like the ETH gas buy/sell indicators. I doubt we will see mania for ETH this cycle or even high gas. It's pretty clear that Ethereum is no longer the consumer chain. However, Ethereum is the institutional/enterprise chain, and that brings a lot more value than trading NFTs/memecoins.

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completely agree with you — institutional + RWAs adoption on Ethereum is still the largest out of any chain by a mile. I remember similar sentiment of Solana post FTX and look at where it is now. I do think the Ethereum vs. $ETH debate is valid. Ethereum can succeed without $ETH succeeding.

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Cooking up a piece on Ethereum’s future with some other Messari analysts. Seems like the sentiment has been in the gutter recently, but maybe starting to pick up again. Who is still bullish Ethereum/$ETH?

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Crypto M&A deal count hit an all-time high of 85 in Q1 2025. The 6 largest disclosed acquisitions totaled $3.23B, 34% of all capital deployed that quarter. — My State of Crypto Fundraising pro report covers Q1's fundraising deals, accelerators, M&As, newly launched funds, top investors, and more. Read the full report here: https://messari.io/report/state-of-crypto-fundraising-q1-2025

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Jake pfp

Pls ser V, MF Doom would want me to have early access

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Jake pfp

Glad they’re changing the name of Warpcast to Farcaster because I never learned the difference

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Top 5 Crypto Fundraising Rounds this week 👇 Perpl - $9.25M > Fully onchain perpetual futures exchange built on Monad > Dragonfly, Ergonia, and HashKey Capital KYD Labs - $7.1M > Fully integrated commerce layer designed for live events > a16z crypto CSX, Techstars, & Finality Capital Partners Turtle Club - $6.2M > Onchain liquidity distribution protocol > Theia Blockchain, Selini Capital, & Consensys XP - $6.2M > Solana-based ticketing resale platform > Blockchange, L1D, & Reflexive Capital Nirvana Labs - $6M > Node and cloud infra solutions for Web3 applications > Jump Capital, Crucible Capital, & Castle Island Ventures 25 projects collectively raised $67 million this week.

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