sassal.eth/acc 🦇🔊
This is literally my overall stance by the way

People think that I don't believe L1 revenues are important - they certainly are - I just don't think L1 assets should be valued *primarily* based on revenues/a DCF model

L1 assets should be valued as SoVs/money

You can believe GDP and REV are important, while also disbelieving that a DCF is the right way to value the native asset of an L1 - Matt Huang
tweet

toly 🇺🇸
*some* solana people. I use ChatGPT to translate it for me

SOLANA PEOPLE ARE NO LONGER ALLERGIC TO LATEX!!! I REPEAT, SOLANA PEOPLE ARE NO LONGER ALLERGIC TO LATEX!!!

P.S. Reading the paper now, will share my thoughts on the protocol either later today or tomorrow. https://t.co/gAJI8k7XD8 - Toghrul Maharramov 🇺🇦
tweet

toly 🇺🇸
RT @Ashwinningg: can finally talk about what I've been working on in the past 5 months, and why SIMD 0257 has seen no activity.

with Alpenglow all consensus activity happens off chain. Votes are finally no longer transactions. BLS certificate aggregates will be posted on chain for rewards, drastically decreasing validator operation cost.

still lots to figure out in terms of rewards and dos vectors but a huge step forward for the community.

tweet

Ansem 🐂🀄️
RT @itsthewealth4me: $68 trillion to $150 trillion

Is what people are saying will become available in the next 10-20 years for people who are smart enough to capitalize

Focus on green
tweet

chainyoda
The real alfa rn is at the intersection of tradfi and defi https://t.co/so44VMGCAD
tweet

chainyoda
RT @scottmelker: Aptos CEO @averyching says crypto will power ‘one global market’ for everyone https://t.co/xByzn9NxID
tweet

Ansem 🐂🀄️
crypto circa 2009: "bitcoin as non-sovereign hard money is one of the only viable life rafts to escape from the antiquated debt-based monetary system on a direct path to its own destruction"

crypto circa 2025: "fartcoin whale just clipped 110k into gooncoin"
tweet

Lark Davis
RT @TheCryptoLark: They: "Crypto is risky, you could lose all your money"

Crypto bros: https://t.co/nd8tNet5hZ
tweet

chainyoda
REV is an imperfect metric but then we used to believe in much more flawed stuff like TVL and kinda still do
tweet

chainyoda
RT @danshipper: Microsoft CTO Kevin Scott says the best startups shouldn't care about marginal costs of AI.

The cost of AI is reducing 10x every year—anything that seems too expensive today is going to be too cheap to meter in a few years.
tweet

chainyoda
Was a nice ride while it lasted

JUST IN: Jim Cramer suggests buying Bitcoin as a hedge against excessive government borrowing. https://t.co/51Cyq0pSWh - Watcher.Guru
tweet

sassal.eth/acc 🦇🔊
RT @AdrianoFeria: Cash flow centric valuation are not adequate for networks that maximize decentralization, stability and neutrality. This is also very true for Bitcoin, which is a network that actually needs to increase cash flow significantly to make up for its security that is still 99% subsidized by issuance.

Ethereum's dominance as the internet of finance is more significant than BTC's dominance as a digitally native SoV or "digital gold".

ETH is THE digital commodity that backs the internet of finance, and it's real ROI for long term holders is yield minus issuance, which will always be greater than assets riding on the digital gold narrative because they not only do not generate yield, but PoW also suffers from structural selling coming from miners.

Ethereum is the internet of finance. This will become self-evident very soon, and the market will catch up with the rest of the metrics and valuation mentality.
tweet

Lark Davis
RT @TheCryptoLark: Vitalik trying to pump $ETH above $2,600 be like: https://t.co/bDKTJd1FTS
tweet

Lark Davis
RT @TheCryptoLark: Institutions seeking BTC yield are triggering a $CORE @coredao_org supply shock and they don’t even know it. 👇

🔹 Every time BTC is converted to lstBTC, $CORE is automatically bought and staked
🔹 No opt-in. No manual step. It's baked into the system
🔹 The more BTC flows in, the more $CORE vanishes from circulation

Why it matters:
✅ lstBTC gives institutions yield-bearing, liquid Bitcoin
✅ No lending, no bridges, no counterparty risk
✅ ETF-grade infrastructure—without the dead capital

BlackRock-style ETFs are just holding BTC

lstBTC is Bitcoin that generates yield

And $CORE is the throttle.

There is huge demand to get yield on BTC and this will translate into huge demand for $CORE.
tweet

Ansem 🐂🀄️
RT @NickStillHere: He homeless?

Letting your new nigga wear your old Nigga’s clothes > - aa.
tweet