Learner interested in history of money, markets, and psychology
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Any opinions/thoughts on similarities from ICOs impact on price of ETH in 2017 to meme coins (specifically meme coin presale) on the price of SOL in 2024?
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Mint /replyguys GlyphOpepen
In the arena, trying things 🤓
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Re Eigenlayer- “cryptoeconomics security” and buzzwords. Outside of the liquid restaking tokens risks, do you see risks from AVS building “on top of Eigen” to blow up and cause a mass slashing event or panic in ETH withdrawal queue? https://www.blog.eigenlayer.xyz/twelve-early-projects-building-on-eigenlayer/
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Re Eigenlayer- “cryptoeconomics security” and buzzwords. Outside of the liquid restaking tokens risks, do you see risks from AVS building “on top of Eigen” to blow up and cause a mass slashing event or panic in ETH withdrawal queue? https://www.blog.eigenlayer.xyz/twelve-early-projects-building-on-eigenlayer/
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Could frame it as a stack/risk curve - L1 (e.g. sol), dapp token (helium/hive) and then crossover tokens (Render seems to be considered both AI and depin)
Filecoin could be interesting as the next L1 that has depin and ai dapps now that filecoin has smart contracts. I’m sure there are other examples
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Hm, the less clear the use case the more one can dream and harder to value. But I think the trend is still fat protocol thesis where the native token of a blockchain is worth more than just one dapp’s utility token. Perhaps the new trend of fee switches (eg Uniswap) change the value capture of dapp governance tokens
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Any opinions/thoughts on similarities from ICOs impact on price of ETH in 2017 to meme coins (specifically meme coin presale) on the price of SOL in 2024?
