Shane

👨‍💻 CPA | Founder @firehorsecfo 🔥🐴
📈 I help business owners dramatically grow their💰
📊 Book a strategy call with me 👇

[Shane @shanevogt]

The @MLBNetwork broadcasting fake trade tweets is bush league reporting malpractice.

[AMERICAN HODL 🇺🇸 @americanhodl8]

The idea that we were plugging this stupid fucking piece of shit into a 9 volt battery in order to mitigate extremely esoteric NSA level electromagnetic attacks meanwhile it had worse entropy than a fucking trezor one is just… bro WTF are we kidding with this shit???!

[Robyn Pineault @RobynPineault]

X network, do your magic.

1/ I am looking for my next senior marketing leadership role. If you're hiring, or know someone who is, I would love to throw my hat in the ring to be considered.

[Shane @shanevogt]

Boycotting waffles the rest of the summer

[Shane @shanevogt]

Patrick Mahomes could never

[MLB @MLB]

JO ADELL JUST ROBBED A THIRD HOME RUN TONIGHT

HE JUMPED INTO THE STANDS 🤯

[Messari by Blockworks @MessariCrypto]

We’re opening the door to our data layers and welcoming autonomous agents

In collaboration with @Coinbase we’re proud to announce the x402 payment protocol

One HTTP request to pay for any API. All you need is USDC.

Let’s take a further look…

[CZ 🔶 BNB @cz_binance]

Build and Build #BNB

[HL Global @HLglobal_]

Full Hypefest lineup just dropped

[Messari by Blockworks @MessariCrypto]

State of DePIN 2025 🧵

[Beaver 🦁 @beaverd]

https://t.co/0mqTgVZtNd

[Shane @shanevogt]

@dashwoodard @RossTuckerNFL Confirmed non ball knower

[Jay Yu 🐟 @0xfishylosopher]

i read + annotated the entire 300+ page Messari 2026 thesis on a long-haul flight so you didn’t have to…

my thoughts + takeaways:
> the entire thing took me about 3hrs to cover back to back (better than expected). My 3 fav essays were “crypto money”, “tradfi x crypto”, and “decentralized Internet finance”. Covers 80% of the trends that happened this year. Honorable mentions on the crypto x AI and DePIN pieces. there’s an entire encyclopedia of the top50 chains that you can skim, although there are some interesting ones like Tron/stablechains/Solana propAMMs thrown in.

> cryptomoney was a really great piece to open, discussing monetary premiums vs. actual value/fee accrual of the chain. TLDR BTC is accepted as a macro asset, ETH somewhat but actually premiums correlate with BTC rather than stand on own 2 feet. Recurring issue for L1s is the lack of take rates in a cheap-chain world. If we say L1s are like cities, chain revs are like city tax - every other chain these days has low tax rate, disincentives activity on something like ETH with high tax rate. But low tax rate just means no chain revenue, which forces monetary premiums, which can only accrue to very few assets.

> the report itself has contradictory views on ETH. It says rightly in “cryptomoney” that ETH is 4th in chain fees, making 17% overall, and fees overall dropping (bearish take). But in “chains encyclopedia” ETH entry it says ETH is winning “all the core sectors” eg. RWAs (justifies bullish take). So why low revs even with RWA dominance? IMO it might be RWAs have low velocity of money - more like a passive vault product rather than active trading product, so doesn’t build trading volume.

> the word that popped out throughout the report but especially in the TradFi x Crypto section was “distribution”, which imo has become a bit of a buzzword. Ofc distribution matters, but only if it’s tapped in to some existing product flow/flow of funds (eg. coinbase lending allows users to coveniently access Base Morpho vaults from Coinbase UI). This isn’t always clear in the report. Eg. Discussing PYUSD rise it cites “PayPal has distribution” but doesn’t say HOW PYUSD is integrated into flow of funds/product flow to tap into distribution.

> by the same token, TradFi report seems a bit overly bullish on consortium chains just because they have “distribution”. We’ve seen this before - LVMH/other luxury brands launched a consortium chain called Aura for NFTs last cycle, but how many ppl have heard of this? Real challenge is how they integrate consortium chains with (1) real world flows and (2) the outer world of DeFi

> remain partial to the DefiBank thesis. This cycle is not just about bank coming to crypto but also how crypto goes after banks with faster global permissionless rails. Unlocking save, earn, borrow for a global audience is perhaps the killer consumer app

[threadguy @notthreadguy]

stream today 1230pm pst

- uhh cpi
- my reply to haseeb
- messari awards
- zcash interesting again
- using chat gpt to trade what

GUEST LIST:

@AvgJoesCrypto: 1:30pm PST
(messari)

PULL UP. https://t.co/lcLhHOhmWF

[Messari by Blockworks @MessariCrypto]

Introducing https://t.co/nVC22qBExN

Your Portal for quantitative and qualitative insights for the @Optimism
ecosystem.

All the answers you need - all in one link - no login required ⬇️

[Messari by Blockworks @MessariCrypto]

Crypto Theses 2026 drops Thursday Dec. 18th 🚨

This year, we handed out 14 awards 🏆

Here's a sneak peak of the most hotly debated👇

[Messari by Blockworks @MessariCrypto]

State of AI 2025 🧵

[Messari by Blockworks @MessariCrypto]

Messari's Deep Research allows you to generate bespoke, analyst-grade research reports with just one click.

Get 20% off Enterprise to start your custom research journey.

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[AJC @AvgJoesCrypto]

If you're a $HYPE holder or @HyperliquidX trader, a @MessariCrypto Enterprise subscription is a must. In October, we covered:

- Competing perp DEXs
- Stablecoins on Hyperliquid
- HIP-3's effect on revenues

Sign up for Enterprise and get access to these amazing research reports!

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