ЦИФРОВОЙ ПОТОК [DRiver]
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Dennis Porter
TWO BILLS TO CREATE A ‘STRATEGIC BITCOIN RESERVE’ PASSED BOTH HOUSE AND SENATE IN ARIZONA TODAY.
THE WORLD IS CHANGING RAPIDLY.
YOU ARE NOT BULLISH ENOUGH.
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TWO BILLS TO CREATE A ‘STRATEGIC BITCOIN RESERVE’ PASSED BOTH HOUSE AND SENATE IN ARIZONA TODAY.
THE WORLD IS CHANGING RAPIDLY.
YOU ARE NOT BULLISH ENOUGH.
tweet
X (formerly Twitter)
Dennis Porter (@Dennis_Porter_) on X
TWO BILLS TO CREATE A ‘STRATEGIC BITCOIN RESERVE’ PASSED BOTH HOUSE AND SENATE IN ARIZONA TODAY.
THE WORLD IS CHANGING RAPIDLY.
YOU ARE NOT BULLISH ENOUGH.
THE WORLD IS CHANGING RAPIDLY.
YOU ARE NOT BULLISH ENOUGH.
toly 🇺🇸
🪿🪿🪿
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🪿🪿🪿
🇨🇦 CONSERVATIVES NOW UP 13% IN ONE HOUR
33% CHANCE THEY PULL OF A HISTORIC UPSET tweet
X (formerly Twitter)
Polymarket (@Polymarket) on X
🇨🇦 CONSERVATIVES NOW UP 13% IN ONE HOUR
33% CHANCE THEY PULL OF A HISTORIC UPSET
33% CHANCE THEY PULL OF A HISTORIC UPSET
toly 🇺🇸
🛳️🚢⛴️
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🛳️🚢⛴️
Funding without dilution. Native yield without ponzinomics.
Xitadel is here — the fixed-income layer Web3 didn’t know it needed 🧵 https://t.co/cDSM1MgIbJ tweet
X (formerly Twitter)
Xitadel (@xitadel_fi) on X
Funding without dilution. Native yield without ponzinomics.
Xitadel is here — the fixed-income layer Web3 didn’t know it needed 🧵
Xitadel is here — the fixed-income layer Web3 didn’t know it needed 🧵
jesse.base.eth
RT @ryanberckmans: Ethereum's multi-trillion-dollar bet on the hub & spokes strategy
- What is eth's hub & spokes strategy?
- How does it work?
- Why is it going to take over the world and win against alt L1s and bitcoin?
Let's dive in
imo it's urgently needed for everyone in ethereum - including the EF and many OGs - to better understand, embrace, and help sell Eth's hub & spokes strategy.
I'll start with a question:
Would people still use today's top L2s if the L1 had 100x the gas limit?
Yes. Yes they would.
You don't use eg. Base or World because they're cheap. You use them because they're cheap *and* because of their unique customer experiences. Apps, culture, integrations, and more.
Having cheap fees was the initial cold start benefit for L2s. Cheap fees are still super important but are no longer the operative benefit.
The planet-scale benefit of L2s are the unique customer experiences enabled by L2s having the best control and customization opportunities - while still being part of overall ethereum for trust minimized bridging of assets and services between the L1 and all L2s.
Base will always be the home for Coinbase products. World Chain will always be the home for their proof-of-humanity products. IMX for games. Soneium for Sony's products and integrations. There are many, many other examples.
Study the list on L2Beat and see for yourself how each L2 defends its tvl/activity. It's not just cheap fees. It's business model design. There's a Cambrian explosion of L2s unfolding in plain view. That's the magic of eth's hub & spokes strategy.
L2s are irreplaceable because for the vast majority of use cases and new entrants (99.9% aren't here yet), L2s are just better than alt L1s, and also better than trying to shoehorn a complex large business model into the eth L1. L2s offer better control, better customization, are cheaper, and are more connected to the eth economy, which is the largest and most diverse onchain economy, by far.
Ethereum's hub & spokes strategy
The hub. The L1 is a risk minimized hub with a rich app economy, including defi, bridging, tokenization, and lots more. Anything that's highest-value-per-byte will thrive on the L1.
The spokes. L2s are the spokes, with an awesome variety of tradeoffs and specializations. Not just technical and decentralization tradeoffs, but diverse business models, partners, integrations, customizations, cultural priorities, app focuses, and much more.
Ethereum needs both a strong hub and strong spokes.
L1 scaling only makes the hub stronger and can't possibly detract from the spokes. L1 scaling is not a threat or replacement to L2s. For the reasons above, L2s are irreplaceable.
Eth's hub & spokes strategy is a winner.
Ethereum is eating the economic world.
Many are sleeping on this and will realize it as our largest L2s continue outgrowing and dwarfing alt L1s, and as capital, activity, and fees grow on the L1. Value accrual to ETH will follow.
tweet
RT @ryanberckmans: Ethereum's multi-trillion-dollar bet on the hub & spokes strategy
- What is eth's hub & spokes strategy?
- How does it work?
- Why is it going to take over the world and win against alt L1s and bitcoin?
Let's dive in
imo it's urgently needed for everyone in ethereum - including the EF and many OGs - to better understand, embrace, and help sell Eth's hub & spokes strategy.
I'll start with a question:
Would people still use today's top L2s if the L1 had 100x the gas limit?
Yes. Yes they would.
You don't use eg. Base or World because they're cheap. You use them because they're cheap *and* because of their unique customer experiences. Apps, culture, integrations, and more.
Having cheap fees was the initial cold start benefit for L2s. Cheap fees are still super important but are no longer the operative benefit.
The planet-scale benefit of L2s are the unique customer experiences enabled by L2s having the best control and customization opportunities - while still being part of overall ethereum for trust minimized bridging of assets and services between the L1 and all L2s.
Base will always be the home for Coinbase products. World Chain will always be the home for their proof-of-humanity products. IMX for games. Soneium for Sony's products and integrations. There are many, many other examples.
Study the list on L2Beat and see for yourself how each L2 defends its tvl/activity. It's not just cheap fees. It's business model design. There's a Cambrian explosion of L2s unfolding in plain view. That's the magic of eth's hub & spokes strategy.
L2s are irreplaceable because for the vast majority of use cases and new entrants (99.9% aren't here yet), L2s are just better than alt L1s, and also better than trying to shoehorn a complex large business model into the eth L1. L2s offer better control, better customization, are cheaper, and are more connected to the eth economy, which is the largest and most diverse onchain economy, by far.
Ethereum's hub & spokes strategy
The hub. The L1 is a risk minimized hub with a rich app economy, including defi, bridging, tokenization, and lots more. Anything that's highest-value-per-byte will thrive on the L1.
The spokes. L2s are the spokes, with an awesome variety of tradeoffs and specializations. Not just technical and decentralization tradeoffs, but diverse business models, partners, integrations, customizations, cultural priorities, app focuses, and much more.
Ethereum needs both a strong hub and strong spokes.
L1 scaling only makes the hub stronger and can't possibly detract from the spokes. L1 scaling is not a threat or replacement to L2s. For the reasons above, L2s are irreplaceable.
Eth's hub & spokes strategy is a winner.
Ethereum is eating the economic world.
Many are sleeping on this and will realize it as our largest L2s continue outgrowing and dwarfing alt L1s, and as capital, activity, and fees grow on the L1. Value accrual to ETH will follow.
tweet
X (formerly Twitter)
Ryan Berckmans (@ryanberckmans) on X
Ethereum community member and ETH investor
jesse.base.eth
RT @zed_champions: 🎉 ZED Champions is live on @Base. 🎉
Race smart. Breed strong.
Run the future! LFG!!!
@ZEDtoken https://t.co/F1l46dVA93
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RT @zed_champions: 🎉 ZED Champions is live on @Base. 🎉
Race smart. Breed strong.
Run the future! LFG!!!
@ZEDtoken https://t.co/F1l46dVA93
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X (formerly Twitter)
ZED CHAMPIONS (@zed_champions) on X
Run the Future. Building for success on @base Join us on Discord: https://t.co/srCaYYw7fN
jesse.base.eth
if you're feeling down about crypto, recommend scrolling this thread
literally hundreds of people bringing their creativity onchain, having fun, and making money
it's still day one — and our onchain future is bright
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if you're feeling down about crypto, recommend scrolling this thread
literally hundreds of people bringing their creativity onchain, having fun, and making money
it's still day one — and our onchain future is bright
share your favorite thing you created onchain in the last week?
a coin, NFT, Farcaster post, anything tweet
X (formerly Twitter)
jesse.base.eth (@jessepollak) on X
share your favorite thing you created onchain in the last week?
a coin, NFT, Farcaster post, anything
a coin, NFT, Farcaster post, anything
Lark Davis
RT @TheCryptoLark: Loaded Lions Airdrop Alert!
More info here 👇
https://t.co/WT9jPfbQYh https://t.co/g1N6CvscYg
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RT @TheCryptoLark: Loaded Lions Airdrop Alert!
More info here 👇
https://t.co/WT9jPfbQYh https://t.co/g1N6CvscYg
New powers. New territories. New enemies. The world is fractured, and a new era is unfolding. You're one step closer to owning a piece with https://t.co/vCNztATkNg Land - Fractured Fate ⛰️
Here’s what you need to know:
📆 Sale dates
🛒 Pack details
📝 How to get allowlisted https://t.co/y5qna1cljK tweet
X (formerly Twitter)
Lark Davis (@TheCryptoLark) on X
Entrepreneur & Bitcoin investor. Tweets not financial advice. Founder of @WealthMastery_, the best newsletter in crypto.
Arthur Hayes
RT @therollupco: NEW EP: Global Instability Is Fueling the Greatest Crypto Boom Yet with Arthur Hayes and Mike Silagadze
The global financial tides are shifting.
In today's episode, @ayyyeandy & @robbie_rollup are joined by @CryptoHayes of @MaelstromFund and @MikeSilagadze of @ether_fi for a conversation about:
> Trump’s Pump Fake on China
> Macro Indicators For BTC & Gold
> ETH/BTC Discussion
> etherfi's Cash Card
> DeFi’s Return To Fundamentals
Full episode links below.
Timestamps:
00:00 Intro
00:54 Magic Ad
01:11 ETH vs. BTC
06:14 Trump Walks Back on Tariffs
10:37 Gold vs. Bitcoin
13:15 Treasury Buybacks
16:36 Fundamentals in Crypto
19:16 DeFi Revenue & Tokenomics
22:22 Outperforming BTC
30:03 Mantle Ad
30:44 Rise of etherFi Cash
32:40 M&A in Crypto
40:59 Arthur’s Market Predictions
45:06 Memecoins vs Traditional Tokens
48:12 etherFi GTM
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RT @therollupco: NEW EP: Global Instability Is Fueling the Greatest Crypto Boom Yet with Arthur Hayes and Mike Silagadze
The global financial tides are shifting.
In today's episode, @ayyyeandy & @robbie_rollup are joined by @CryptoHayes of @MaelstromFund and @MikeSilagadze of @ether_fi for a conversation about:
> Trump’s Pump Fake on China
> Macro Indicators For BTC & Gold
> ETH/BTC Discussion
> etherfi's Cash Card
> DeFi’s Return To Fundamentals
Full episode links below.
Timestamps:
00:00 Intro
00:54 Magic Ad
01:11 ETH vs. BTC
06:14 Trump Walks Back on Tariffs
10:37 Gold vs. Bitcoin
13:15 Treasury Buybacks
16:36 Fundamentals in Crypto
19:16 DeFi Revenue & Tokenomics
22:22 Outperforming BTC
30:03 Mantle Ad
30:44 Rise of etherFi Cash
32:40 M&A in Crypto
40:59 Arthur’s Market Predictions
45:06 Memecoins vs Traditional Tokens
48:12 etherFi GTM
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X (formerly Twitter)
The Rollup (@therollupco) on X
The backbone of the digital info age. Hosted by @ayyyeandy & @robbie_rollup. Tune in on Spotify, YouTube, and Apple.