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X @mert | helius.dev
mert | helius.dev· 2025-11-30 11:11
the amount of communists in crypto really is insane ...
X @mert | helius.dev
mert | helius.dev· 2025-11-29 23:27
You're absolutely right.This <basic concept> isn't just X — it's <the most insane glaze of all time>. ...
X @mert | helius.dev
mert | helius.dev· 2025-11-29 22:52
zolanaSolana (@solana):Meet the growing privacy & confidentiality ecosystem on Solana 👇 https://t.co/KgF0EW1rsO ...
X @mert | helius.dev
mert | helius.dev· 2025-11-29 22:50
RT Solana (@solana)Meet the growing privacy & confidentiality ecosystem on Solana 👇 https://t.co/KgF0EW1rsO ...
X @mert | helius.dev
mert | helius.dev· 2025-11-29 22:45
consider for instance something that's actually lindylet's say: aristotlethere is basically nothing that can occur that would make aristotle irrelevant for future generationsput differently: systems may decay (blockchains) but ideas (greek philosophy) do not ...
X @mert | helius.dev
mert | helius.dev· 2025-11-29 22:41
the concept of "lindy" does not apply to blockchains btwliterally no blockchain is lindy nor probably ever will bethe reason is that blockchains are perishable and a black swan can send any single one down by 100x permanently ...
X @mert | helius.dev
mert | helius.dev· 2025-11-29 22:38
Market Dynamics & Growth Potential - Crypto is a highly connected and speculative financial network, experiencing rapid capital attraction due to its reflexive nature [1] - This network effect is self-reinforcing, exhibiting significant reflexivity [1] - The industry anticipates approximately 7 more years of non-linear cyclic growth in the tech sector [1] Valuation & Competitive Landscape - Blockspace is not a commodity [2] - Ethereum possesses a significant competitive advantage (moat) [2] - Solana also has a competitive advantage, albeit smaller than Ethereum's [2] - Solana has the potential to rapidly alter its competitive position [2] - Many chains are currently overvalued, while some are significantly undervalued [2] - Valuing crypto networks solely based on traditional finance (TradFi) companies is useful but incomplete [2] - NVDA added the equivalent of 260% of Solana's (SOL) market capitalization in a single trading period [1]
X @mert | helius.dev
mert | helius.dev· 2025-11-29 21:18
spain, korea, and now ukall simultaneously and drastically increasing tracking of cryptoit starts herenot hard to see where it goeshint: they can look at your data retroactivelyanything you do onchain can and will be used against youCointelegraph (@Cointelegraph):🇬🇧 ALERT: UK will force all crypto platforms to report every UK user transaction in 2026. https://t.co/bmCr7YnY1l ...
X @mert | helius.dev
mert | helius.dev· 2025-11-29 21:00
I hate when someone dies and people trying to console you are like "don't worry he/she is watching over you now"uhhh ok can they not tho?seems like a pretty serious breach of privacycoded ...
X @mert | helius.dev
mert | helius.dev· 2025-11-29 19:39
this is the most bullish I have ever been on SolanaI'm even writing code againgood luck bears ...