Jason Carpenter

Etherbridge

[Felipe Montealegre @TheiaResearch]

Where are you guys going? Revenue supercycle is just getting started.

[Denham @DenhamPreen]

Yesterday I had an intro call with someone from @graphprotocol pretending to be a real user.

Initially I felt a bit betrayed that they’d misled us, but now I realize that’s what it’s like going up against an industry monopoly

🧵

[Jacopod @jacolansac]

I'm trying @envio_indexer and it is just lightyears better than TheGraph. Blazing fast, super easy to get started, great docs, great local testing framework and great deployment process. RIP TheGraph.

Thanks @PaulRBerg for the recommendation.

[Jason Carpenter @Carps_Crumbs]

@blockbanzai Intrinsic value in crypto is connectivity

[bushveld alpha @chrislbecker]

Are you all ready for the late stages of this Fourth Turning when we reset just about everything for the next 80 years? Heads down, keep building. Let's go.

[Michael Nadeau | The DeFi Report @JustDeauIt]

Ethereum's Roadmap is under fire.

But have we truly grasped the *economic* ripples that every proposal sets in motion?

Each pivot, upgrade, and idea impacts more than just the blockchain itself.

It shapes the experiences, challenges, and fortunes of:

1. Developers
2. Users
3. Validators
4. Service Providers
5. And Investors

That’s why I created a dashboard on @tokenterminal breaking it all down.

Past. Present. And Future.

A 🧵with some insights from the dashboard + a link at the end for those looking to go deeper 👇

Starting with EIP1559 in August of '21:

$12.4b has been “burned” or bought back since it’s implementation.

1/7

[Jason Carpenter @Carps_Crumbs]

First rate cut in 5 years incoming.

The future will look at these times in awe that we allowed twelve men to set the cost of the money for the entire world with a track record of getting it wrong almost every time.

https://t.co/V6MtxvCFFi

[Jason Carpenter @Carps_Crumbs]

The Printer is coming

https://t.co/l8c7tjaLiV

[Jason Carpenter @Carps_Crumbs]

@pietviljoen Brilliant! Thanks for sharing🙏

[Jason Carpenter @Carps_Crumbs]

Expansion phase loading..

Market cycle indicator combines macro indicators and on chain metrics. We have successfully held the zero bound, avoiding a full blown contraction.

Aug 24 looking very similar to Sept 20 and Jan-Mar 2017, crypto went on to post multiple x's

[Jason Carpenter @Carps_Crumbs]

But don't forget this is the long game, the biggest risk remains getting overly excited and chowing down on too much risk.

Stay on the S curve, remain calm and follow the network effects.🚀🚀🚀

[Jason Carpenter @Carps_Crumbs]

We are witnessing the mainstream acceptance that blockchain systems will become global infrastructure across a variety of use cases in finance.

🧵

[Jason Carpenter @Carps_Crumbs]

How will the market digest positive regulatory frameworks that allow DeFi projects to pass through cashflows to tokenholders?

Many of these projects trade below 20 PE and are growing at kpi's at 100% + CGAR..