Mathieu

Advisor / Consultant | Travel Tech and Blockchain

[Mathieu @0xTahon]

@cathsimard_ Incredible artwork and story, thank you for making us dream !

[CATH Simard @cathsimard_]

The story behind my latest artwork release “In the Shadow of Cayesh”

[Mathieu @0xTahon]

Every business in 2000: I need a website.
Every business in 2030: I need a smartcontract.

[Mathieu @0xTahon]

GM 🇬🇧

[Mathieu @0xTahon]

@Pol_Lanski @dappnode Could be virtually anything but it would ne amazing to prepare personal income taxes report :)

[Mathieu @0xTahon]

Ethereum mainnet is going to be so expensive to transact on in the future that our kids will be amazed it was once possible for everyday users

[Mathieu @0xTahon]

A very good glimpse into the future: Uniswap, the largest DEX sees users growing very fast on L2s while value is mostly on L1. This probably is only going to accelerate

L1 - Ethereum mainnet for big money and securing L2 settlement

L2 - Ethereum rollups for day to day activity

[Token Terminal 📊 @tokenterminal]

Monthly active users on @Uniswap (by chain).

▪️ @base is the fastest growing Uniswap deployment, w/ 1.1m MAUs and ~30% market ​share.

▪️ Ethereum L1 accounts for “only” 23% of all MAUs on Uniswap (compared to 84% of Net deposits).

▪️ 3/9 chains have MAU figures below 50k.

[Mathieu @0xTahon]

Want to explore by yourself?
- Code: https://t.co/3T9kQSinHp
- Live site: https://t.co/hHwIUC34Ek

[Mathieu @0xTahon]

The Graph is one of my reference project in crypto, they had PMF and could have kept it centralized but kept working on decentralizing the protocol. With #GraphRising, it is very much a web2 experience: you create API keys, free query tier and top up with crypto or credit card.

[Mathieu @0xTahon]

These liquidations at over $6M...

[Mathieu @0xTahon]

Just finished a small proof-of-concept project using The Graph @graphprotocol to display @aave Liquidations over time. I find it a key indicator of where we are in the cycle.

This is using Next.js, Material UI and getting content from #TheGraph without any dedicated GraphQL lib.

[Mathieu @0xTahon]

@vovanovaque @decodetravel Looks cool!

[Mathieu @0xTahon]

OK @gnosispay design is super elegant:
- Self-custody of your funds via a Safe on @gnosischain
- Spend your @monerium EURe obtained via instant bank transfer from your regular bank
- Bridges to traditional merchants via @Visa

wen redistribution of Interchange Fee to the DAO?

[Mathieu @0xTahon]

As this generation grow old, it will be replaced with new deciders and a politic elite that will have grown with crypto and own crypto. Blockchains will likely become the digital neutral global layer not only for finance but any aspect of the organisation of the society

[Mathieu @0xTahon]

Buenos días 🇨🇱

[Mathieu @0xTahon]

DNS domains, now tokenized on the blockchain

This is absolutely stunning:
- you can own a domain with your keys
- ability to resell on a decentralized NFT marketplace
- virtually no risk of DNS highjacking

But for 120 USD/year this is a very premium domain, passing for now

[My.box ⬡ @boxdomains]

The world’s first blockchain native, DNS routable domain is now live. Secure your .box today.

Here’s what you need to know. 👇🧵 #mydotbox

[Mathieu @0xTahon]

Seeing several major airlines moving to Offer and Order Management, we will finally get rid off technical debt inherited from the 70's 😅

[DCinvestor @DCinvestor]

the ETFs are almost here. so what happens next?

1st order effect: skittish crypto bros pre-sell the news ✅

2nd: ETF inflows start to move BTC and other crypto prices up, with a possible reflexive dump as inflows slow (or issuers/affiliates decide to accumulate through it and we skip this)

3rd: advertising blitz by issuers to attract new capital ("we think everyone should have 1% in Bitcoin/crypto" ~ Larry Fink, mid-2024)

4th: people look at ETH as the next logical crypto ETF and bid it hard (given CME futures and futures ETF). it becomes the "silver to Bitcoin gold which moves harder and faster in a crypto bull market". CNBC will not shutup about it

5th: crypto achieves significant institutional legitimacy, with banks and brokerages starting to add more crypto products. institutions, corporations/brands, and nation-states start to build on public blockchains (imo, many will chose Ethereum L2s with some other L1s are also possible beneficiaries)

6th: crypto-culture reenters the zeitgeist and valuable artifacts (NFTs) skyrocket in value

if i'm right, all of this will happen in the next ~12 months

once this thing starts moving, it'll be a unstoppable freight train

[Mathieu @0xTahon]

There are already early examples in each of these categories, but it will take multiple decades to get to this end-state

[Mathieu @0xTahon]

Eventually, blockchain technology will attract every asset that can be owned, simply because it is a better tech.

Verticals will be integrated where there is least resistance:
👇

[Mathieu @0xTahon]

1. Fiat Money, stocks
2. In game assets, software passes
3. Access for events, transportation, hospitality
4. Identity, Diplomas
5. Other types of Property, e.g. Land