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X @mert | helius.dev
mert | helius.dev· 2025-09-26 15:50
lookyeah I lost generational wealth by not taking profits but at least I took screenshots when I had money ...
X @mert | helius.dev
mert | helius.dev· 2025-09-26 15:12
now you could argue that you could get some UX benefits from being able to customize your own chain around some bespoke infrastructure needs that you can't on a general chainhowever, i) general chains will iterate to suit the needs of their customers like any other businessand more importantly, ii) even if you start out that way, this does not go against my point, which is that eventually that chain will need to become more general to grow revenue regardless ...
X @mert | helius.dev
mert | helius.dev· 2025-09-26 15:04
Market Trends & Dynamics - The author argues against the idea that all apps will become appchains and move off general chains, suggesting the opposite is more likely: successful appchains will evolve into general chains [1] - The author points out that successful blockchains like Solana, Base, Ethereum, BNB, and Arbitrum are general chains, not appchains [1] - The author notes that successful players like Circle, Tether, Stripe, and Coinbase are developing their own general blockchains [1] Counterarguments & Rebuttals - The author uses Hyperliquid as an example of an app that is now trying to roll out its own generalized L1, contradicting the claim that apps will move to appchains [1] - The author argues against the notion that moving to an appchain (like Zimbabwe) for lower costs is a good idea, comparing it to the benefits of staying in a general chain (like NYC) [1] - The author refutes the idea that an app deploying an appchain will lose no liquidity, users, or attention, and that the cost of rolling their own chain will be less than using an existing chain [1] Evolution of Appchains - The author posits that an appchain, to grow revenue, will need to add new products or lines of business, becoming more generalized [1] - The author suggests that if an appchain is successful, other developers and teams will want to build on top of it, further generalizing the chain [1]
X @mert | helius.dev
mert | helius.dev· 2025-09-26 12:51
when you gambled on 7 different perps dexes instead of taking profits and roundtripped all the majors once againhttps://t.co/nIp6rNqPYF ...
X @mert | helius.dev
mert | helius.dev· 2025-09-26 07:59
RT mert | helius.dev (@0xMert_)Found a fast-growing new perps DEX similar to Aster/Lighter, @pacifica_fiTeam from OpenAI, Jane Street, Binance, etc, and self-funded (no VC)Offchain CLOB matching with settlement, deposits, and withdrawals on SolanaSolid UX so far and growing fast with a points program ...
X @mert | helius.dev
mert | helius.dev· 2025-09-26 06:45
RT TOKEN2049 (@token2049)Deficits are spiralling. AI is rewiring markets. Governments are embracing stablecoins. What does this all mean for crypto?Do not miss @0xMert_, @santiagoroel, and @goodalexander tackling The Crypto Endgame, moderated by @gametheorizing.1 Oct, 5:00–5:35 PM, OKX Main Stage ...
X @mert | helius.dev
mert | helius.dev· 2025-09-25 21:57
if you made no money before the sell off here, it is probably time to seriously consider giving up forever because we're never going up againI mean BTC went to 120k and you made no money?please just quit the industry for the sake of your parents' pride ...
X @mert | helius.dev
mert | helius.dev· 2025-09-25 21:37
interest rate cutsstocks: upcrypto: downhigh inflation numbersstocks: upgold: upcrypto: downgeopolitical conflictstocks: upgold: upcrypto: downwho is funding this scam industry ...
X @mert | helius.dev
mert | helius.dev· 2025-09-25 21:05
Dflow is easily the most underrated team on SolanaNitesh knows order flow and routing as deeply as I know baldingThese guys are doing 10B+ in volume per month and are adding best-in-class tech like JIT routing for the best executionHighly recommend using and followingNitesh (@niteshnath):DFlow JIT Routing is live: we are dedicated to making DeFi on Solana better than CeFi everywhere.We do that through sweating over optimizing every single basis point in execution quality for Solana users. ...
X @mert | helius.dev
mert | helius.dev· 2025-09-25 20:46
RT Nitesh (@niteshnath)DFlow JIT Routing is live: we are dedicated to making DeFi on Solana better than CeFi everywhere.We do that through sweating over optimizing every single basis point in execution quality for Solana users. ...