NelsonRodMar.base.eth
@nelsonrodmar
Chronically degening onchain | @wagame | polymarket.com?via=nelsonro...
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From today I'll share more my reading, mostly crypto but other thing also, with a quote of the article sometimes, here on Farcaster
I will do it, to share it to a good and productive audience that is Farcaster and also as a reminder for me
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« Kraken will inevitably be compared to Coinbase and Robinhood.
Coinbase benefits from scale and ETF custody dominance. Robinhood excels in consumer distribution. Kraken differentiates itself through regulated derivatives infrastructure, custody control, and on-chain optionality. »
«The first two weeks of Jan 2025 saw a daily average run rate of ~38 jobs/day. The first two weeks of Jan 2026 are seeing ~6.5 jobs/day.
Verdict: Activity is down roughly 80% year-over-year for the start of January. This confirms suspicions that the market is starting much slower than last year.»
« And because the timeline mostly shows what already did well, you rarely see the normal. You see the spikes. You don’t see the thousands of regular posts underneath them. So you start assuming you’re the only one stuck in the quiet. »
« What the past two weeks have revealed is that this world existed on a single fragile assumption; that the United States would continue to operate within the system it created. American hegemony was tolerable because it created a system that seemingly restrained itself. Nation-state sovereignty was subsidized by Ameri...
« An IP address is rarely tied to a single resource. The same machine can run a website, a mail server, and a DNS service, or host dozens of unrelated websites through virtual hosting. On top of that, providers often recycle IPs, assigning them to new customers once they are freed. In the context of Piracy Shield, this...
Too focus to be a wallet, sorry…
« Follow your natural curiosity. It doesn’t matter how smart or more experienced someone else may be; if you have that natural drive, you can overcome anything. » - @defidave
« FX and crypto are tightly connected, not because crypto began as “money,” but because currency friction was one of the first real problems crypto accidentally solved. »
« This thesis argues that entities controlling high quality, domain specific datasets, position themselves as perennial shovel sellers. Such data is indispensable for training advanced AI models, remains scarce due to ethical, regulatory, and acquisition barriers, and generates perpetual value in an ecosystem where AI'...
« Coinbase, through its L2 network Base, generated ~71% of the Superchain's sequencer revenue in 2025 while paying just 2.5% back to the Optimism Collective. »
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« You can go get a job, so why does it matter if you aren’t a trader?
If I fail at this after spending so much time on it, I’m afraid my family will think I’m worthless because I wasted so much time with nothing to show for it, and if everyone thinks I am worthless they will eventually leave me. If my wife and parents...
« Another related fact: only 2 of the mag 7 names outperformed the underlying index in 2025. So the narrative that only 7 names are propping up returns and the market as a whole continues to be debunked »
« If there’s anything that gives me comfort here, it’s that old journalism-school maxims can still help us see through the scams. If it seems too good to be true, it probably is. If your mother says she loves you, check it out. Always get a second source. And one more from the social media age: you should always be at ...
