j

Trench | prev investments @DeFianceCapital bd @theblockcrunch

[donn @tzedonn]

https://t.co/fJo8xSqfeb

[j @JavierAng_]

@crypto_condom Given that you're expressing institutional blockchain adoption via $LINK, do you have any thoughts on @CantonNetwork $CC?

[Erick @blade_nd]

Selective & granular privacy models allows everyone to be compilant across the board if you decide to do so. You never know what regulatory hurdles will come in the future. I dig it.

gCanton

[j @JavierAng_]

Privacy meta but people chasing the wrong betas that don't actually offer privacy lol

One ecosystem that offers privacy +:
- already has trillions in adoption from major instis
- burning 9 figs per year (not accounting for incentives)
- trading at discount to OTC price

👀

[j @JavierAng_]

Privacy meta but people chasing the wrong betas that don't actually offer privacy lol

One ecosystem that offers privacy +:
- already has trillions in adoption from major instis
- burning 9 figs per year (not accounting for incentives)
- trading at discount to OTC price

👀

[j @JavierAng_]

Another goated dashboard by the @EntropyAdvisors chads

[Entropy Advisors @EntropyAdvisors]

A new infra layer for perp DEXs on @arbitrum, @variational_io, is gaining traction with its 0 fees and RFQ model:

It's powering its first app, Omni, which has:
- $3.8B Cumulative Volume
- Refunded $300k+ user PnL losses

Let's dive into the stats (🔍/8)

[j @JavierAng_]

@gregory_raymond @LineaBuild @TheBigWhale_ They did mention working with Consensys on a ledger, but there was no mention of LINEA lol.

[j @JavierAng_]

Hello @ethereumJoseph @joechalom @DeclanFox14

As a public supporter of @LineaBuild, can we get verification if this is really the team selling $LINEA?

Thank you

https://t.co/A7X461Qdc5

[onchainschool.pro @how2onchain]

$LINEA Ecosystem Fund Outflows

Over the past 3 days, another set of wallets funded by the Ecosystem Fund sent a total of 119M $LINEA ($3.4M) to Bybit.

Wallet:
0xa314a8078a13e100b669025b801424b65E1CE83C

12h ago, this wallet also received 20M $LINEA ($552K) from another team-funded address.
Still holding 53M $LINEA ($1.5M) - very likely headed the same way.

[j @JavierAng_]

@tzedonn Congrats on retirement

[j @JavierAng_]

My networth is in the hands of these 2 beautiful bald men

Any guesses

[j @JavierAng_]

Co-CEO of @sharplink & Founder of @Consensys basically talked about how they'd use @LineaBuild to outperform other ETH DATs

Won't be surprised to see $LINEA added to SBET's treasury, & see interesting mechanics between $LINEA & Metamask's token

Listen from 18:20 onwards

[j @JavierAng_]

To all the projects:

This week proves how conducive the market is.

If you’ve got news, drop it now. Don't fuck it up

[j @JavierAng_]

Bet on Cabal season

$ASTER = CZ & Binance cabal
$MNT = Bybit cabal
$LINEA = Consensys & Sharplink cabal

👀

[j @JavierAng_]

Co-CEO of @sharplink & Founder of @Consensys basically talked about how they'd use @LineaBuild to outperform other ETH DATs

Won't be surprised to see $LINEA added to SBET's treasury, & see interesting mechanics between $LINEA & Metamask's token

Listen from 18:20 onwards

[The Block @TheBlockCo]

To see his full interview on The Crypto Beat, watch here: https://t.co/fPD4AVBB8u

[Declan Fox @DeclanFox14]

aaaand we're live!

mUSD is here. Native to @LineaBuild.

Onramping from fiat <> mUSD is free, making it the easiest and cheapest way to get onchain, with lot's more utility to come.

As mUSD grows, the revenue generated from the underlying yield can be used to further grow the ecosystem, from subsidizing user fees to additional yield.

[Jason Choi @mrjasonchoi]

On The Purgatory of Crypto

While Bitcoin and Ethereum has made progress in winning the game of public acceptance lately, “Web 3” in general has been in an odd purgatory.

Despite a historic ETF win for BTC and unprecedented regulatory wins in the US for crypto, many who have been building and investing since 2018-2020 eras have shared feelings of disillusionment.

Nobody could quite put a finger on why but it feels like “nothing exciting is happening”.

Compared to the cornucopia of unfettered experimentation we saw in the ICO era or DeFi summer - which while not without their fair share of grifts and failures, at least had earnest goals and some semblance of cypherpunk ideals, or even fun.

Besides the obvious secular brain drain to AI and general stigma around crypto post FTX, what the market has evolved to value has also played a big role in introducing this general sense of “nothing meaningful is going on”.

It’s easy to pinpoint the sorry state the industry is in on “evil VCs” or “memecoin grifters”, but the more holistic explanation is one of incentives.

The story progressed like this:

“Narratives” were once crafted by teams and investors to generate excitement for tokens, and often the capital herded from these narratives would be re-invested to further the products in a reflexive cycle that drives more demand for the token. This was the crux of the Defi summer of 2020, when market began to care about TVL and fee switches for the first time.

Somewhere along the way, however, the market realized narratives could be the products themselves - to the point no products need to exist, only the stories about them.

Reference the AI crypto coin meta post GPT in 2023-2024 - how many of the dozens of coins “earned” their valuation based on actual development vs. “I bought it since it’s a proxy for AI”?

Majority of market (by coin count, not market cap) caught on to the shell game and became simulacra - copies without originals, performative narratives without actual substance or underlying products, only the pretense of them.

Market keeps rewarding them, and so they keep coming. VCs keep piling into the 100th L1 despite no sign of real demand for most of them besides farming bots. Retails kept piling into vapid narratives that latch onto whatever the newest “meta” is.

This eventually devolves into nihilism - a “lack of pretense that any of this is supposed to achieve anything”, as an investor aptly - and perhaps pessimistically - puts it when referring to the 2024 memecoin cycle.

The crowning moment of this trend was when another investor told you with a straight face that revenue is a “meta”, and not a commercial necessity or even the end goal.

There is no solution to this except to let the game run its course and for the pendulum to swing back.

Once memecoin grifts lead to massive ruin, bucket shop “VC” funds run out of LPs to grift, and dogmatically “anti-VC” populists are revealed to be orchestrators of games more rigged than the ones they pretend to protest, then Web 3 will make a resurgence.

Until then, welcome to the desert of the real, broseph.

[Renç Korzay @renckorzay]

Everyone thinks GPT-5 is just another AI upgrade.

But they're missing what actually happened yesterday.

We now have the first general-purpose AI agent that *truly* works without human input.

Here's why we just entered a new era of unsupervised machine intelligence: 🧵

[j @JavierAng_]

@everythingempty I remember you were shilling me SPX6900 early last year and told me about the insta page you created hahaha

[j @JavierAng_]

纸上谈兵，祸害全军