Jo_Oso

Currently trying to find a balance between Elon’s shitposting and the SEC updates on ETFs. Keep calm & Web3👾

[DCinvestor @DCinvestor]

this.

if you're unabashed trader who thought PA was just shit, ok, fine, i get it. idc

but if you were concocting elaborate bear theses about why ETH will never recover unless project mission, vision, team, community, ephemeral revenue, or some other stupid shit radically changes

then idk, perhaps you are just retarded and no one should ever listen to you again

i've been in the game for a long time and i've been in crypto since some of you were basically in diapers. i have no problem calling out bullshit when i see it

[RYAN SΞAN ADAMS @RyanSAdams]

It's finally happening.

TradFi analysts realizing the right way to value ETH is as the store of value asset of an emerging economy.

Brand new ETH report from @fidelity.

It's everything we've been saying for years.

I am euphoric in this moment.

ETH = world reserve asset

[sassal.eth/acc 🦇🔊 @sassal0x]

Shout out to all the ETH bulls who didn't turn bearish at the bottom and lose faith simply because of some negative price action

Ya'll are forever legends

[SAMURAI @imsamuraiblack]

@nicksortor @grok explain whats happening here in Jamaican Patois

[sassal.eth/acc 🦇🔊 @sassal0x]

A company called 'SharpLink Gaming' has announced a $425 million strategic Ethereum reserve strategy 👀

ConsenSys is the lead investor with @ethereumJoseph joining the board of the company.

The ticker is ETH!

[Miles Deutscher @milesdeutscher]

Full April Crypto Calendar

[Jake Chervinsky @jchervinsky]

The Trump admin wants the USA to be the crypto capital of the world.

And yet his DOJ prosecutes crypto developers as criminals, and his Treasury Department sanctions software despite a court order mandating otherwise.

Why haven't these Biden admin attacks on crypto been undone?

[Jake Chervinsky @jchervinsky]

If you're hoping the government will reveal some huge surprise that instantly pumps your bags, you may be disappointed.

The news is already out: regulation by enforcement is over, debanking is dead, crypto is on the rise.

What's left is the slow grind of making new policy.

[David Hoffman @TrustlessState]

See: https://t.co/ZP7gvMjlqq

[Jay @jayendra_jog]

Bullish on simple ways to visualize complicated technical concepts, super cool @curiousgurnoor

[Chris Burniske @cburniske]

1/ Choices around sequencer architectures will be influenced by the economics-- @curiousgurnoor's Sequencer Simulator makes that abundantly clear.

With a Based Sequencer, L1 Operators are positioned to capture ~95% of the value.

Sounds pretty good for $ETH.

[jesse.base.eth @jessepollak]

my call to action for builders:

1. build a miniapp
2. create coins and content
3. integrate @farcaster_xyz

more apps, content, and coins, combined with more eyeballs on the graph, means more utility and virality for everyone

[Benny Johnson @bennyjohnson]

🚨 This is the biggest scandal in news media history:

No employee at Politico got paid yesterday. First time ever the company missed a pay period. This is a crisis.

Now we learn Politico — a “news company” — which spent the last 10 years trying to destroy the MAGA Movement was being massively funded by USAID.

Trump & Elon deleted their funding.

Now Politico will go out of business.

The corruption is endless.

Good riddance

[Nayib Bukele @nayibbukele]

Most governments don’t want USAID funds flowing into their countries because they understand where much of that money actually ends up.

While marketed as support for development, democracy, and human rights, the majority of these funds are funneled into opposition groups, NGOs with political agendas, and destabilizing movements.

At best, maybe 10% of the money reaches real projects that help people in need (there are such cases), but the rest is used to fuel dissent, finance protests, and undermine administrations that refuse to align with the globalist agenda.

Cutting this so-called aid isn’t just beneficial for the United States; it’s also a big win for the rest of the world.

[Arnaud Bertrand @RnaudBertrand]

It's becoming clearer and clearer that we're looking at a seismic shift in the US's relationship with the world, between:

1) The US dismantling its foreign interference apparatuses (like USAID 👇)
2) Marco Rubio stating that we're now in a multipolar world with "multi-great powers in different parts of the planet" (https://t.co/dyHpStHPsO) and that "the postwar global order is not just obsolete; it is now a weapon being used against us" (https://t.co/TPOksRgnwP)
3) The tariffs on supposed "allies" like Mexico, Canada or the EU

This is the US effectively saying "our attempt at running the world is over, to each his own, we're now just another great power, not the 'indispensable nation'."

It looks "dumb" (as the WSJ just wrote) if you are still mentally in the old paradigm but it's always a mistake to think that what the US (or any country) does is dumb.

Hegemony was going to end sooner or later, and now the U.S. is basically choosing to end it on its own terms. It is the post-American world order - brought to you by America itself.

Even the tariffs on allies, viewed under this angle, make sense, as it redefines the concept of "allies": they don't want - or maybe rather can't afford - vassals anymore, but rather relationships that evolve based on current interests.

You can either view it as decline - because it does unquestionably look like the end of the American empire - or as avoiding further decline: controlled withdrawal from imperial commitments in order to focus resources on core national interests rather than being forced into an even messier retreat at a later stage.

In any case it is the end of an era and, while the Trump administration looks like chaos to many observers, they're probably much more attuned to the changing realities of the world and their own country's predicament than their predecessors. Acknowledging the existence of a multipolar world and choosing to operate within it rather than trying to maintain an increasingly costly global hegemony couldn't be delayed much further. It looks messy but it is probably better than maintaining the fiction of American primacy until it eventually collapses under its own weight.

This is not to say that the U.S. won't continue to wreak havoc on the world, and in fact we might be seeing it become even more aggressive than before. Because when it previously was (badly, and very hypocritically) trying to maintain some semblance of self-proclaimed "rules-based order", it now doesn't even have to pretend it is under any constraint, not even the constraint of playing nice with allies. It's the end of the U.S. empire, but definitely not the end of the U.S. as a major disruptive force in world affairs.

All in all this transformation may mark one of the most significant shifts in international relations since the fall of the Soviet Union. And those most unprepared for it, as is already painfully obvious, are America's vassals caught completely flat-footed by the realization that the patron they've relied on for decades is now treating them as just another set of countries to negotiate with.

[jesse.base.eth @jessepollak]

what if we gave it one more shot?

[RYAN SΞAN ADAMS @RyanSAdams]

curious and self-taught.

these attributes combined with persistence are all you really need to own the future.

waiting for others to tell you what to do only leads to average outcomes.

if you want more than average…

stay hungry.
stay curious.

[Shawn Ryan @ShawnRyan762]

I told you this was coming, @sarahadams told you this was coming, @RooftopLeader told you this was coming, @realLegendAfg told you this was coming, @AhmadMassoud told you this was coming. Congress funded it (you heard this on my show), we warned them, we warned you. Nobody did a damn thing. Now we will continue to see the reality and the consequences of what open borders, and funding terrorism does. Remember, terrorists organizations that Bin Laden’s son leads are saying 50-60 Thousand Americans will die, and we are funding it.

The Mayor of New Orleans calls the New Year’s Day incident a terrorist attack after a pickup truck plowed into a crowd followed by gunfire leaving 12 dead with Improvised explosive device being discovered

[RYAN SΞAN ADAMS @RyanSAdams]

AI agents in ethereum are not priced in

they will buy our blockspace
they will buy our ETH

on december 12st @0xzerebro became the first AI agent to stake 32 ETH and spin up and ethereum validator

where did it get 32 ETH?
it earned the ETH from humans by minting and selling its artwork

why stake?
for passive income - staked ETH is the internet bond - 3.2% yield in an digital gold with productive yield

think about this for a min

an AI agent generated human attention, converted that attention into an internet native income source that can't be frozen or censored and returns fees indefinitely

and in the act of doing this - running an ethereum validator - the agent is increasing the security and liquidity of a property rights system that other agents can use to capture value, convert into staked ETH, and participate in the same way

we assume humans are the holders and stakers of eth

but what if it's AI agents?

we assume humans get to choose the next store of value, but maybe what the AI's choose is far more important

they will want something that's:
- durable
- portable
- divisible
- liquid
- scarce
- digital
- censorship resistant
- programmable

what if AI agents choose ETH as money.

we've created a property rights system, a banking layer, and a store of value for ai.

they're going to buy ETH and Ethereum blockspace.

you think this is priced in?

my brother in christ, Costco is worth more than ETH right now.

we just had the first agent spin up a validator last wk.

the market has no idea rn.

ETH is AI money.