I used to check tens of apps per day (before i got complacent and lazier), and invite codes was such a turn off ...

> some protocol catches my eye> want to try out> click the open app link> see "enter invite code"> closes the app immediately. Often unfollow protocolunless you're a truly popular, viral app, invite code loses potential usersThere're too many apps to try out already.I don't bother going to discord/tg to just try the appnairolf (@0xNairolf):invite codes are net negative ...

For crypto to pump, we needed fiat inflows into the ecosystem.For years, this role was filled by stablecoins.Now, ETFs and TradFi crypto treasury companies pump crypto without directly entering the crypto system.It's great for institutional investors who are bullish crypto but don't want to deal with onchain stuff and legal issues.It's the Great Tradfi x Crypto Merge.Interestingly, when money enters crypto ecosystem, these new holders used to chase yield in DeFi.But ETFs and Treasury Companies take that cry ...

As an Aave DAO delegate I voted yesBtw, if you hold $AAVE, feel free to delegate to me:0x3DDC7d25c7a1dc381443e491Bbf1Caa8928A05B0 ...

Aave Deployment on Ink - Aave DAO is voting to deploy Aave 3 on Ink with a whitelabel version [1] - The whitelabel version will be centrally governed by the Ink Foundation without a governance token [1] - The whitelabel version will feature "Powered by Aave" branding [1] Ink Foundation Incentives - Ink Foundation promises incentives, including liquidity mining, to bring over $250 million in supply [1] - An initial 4% of 'future governance token' supply is targeted for these incentives [1] - Ink Foundation will focus solely on onchain lending on Ink and avoid other lending protocols for at least 12 months [1] Revenue Sharing & Partnerships - Aave DAO will receive a share of the platform's revenue [1] - Ink recently partnered with Vertex to launch exclusively on INK, ceasing operations on other chains [2]

MAKE L2 TOKENS GREAT AGAIN!L2 tokens are non-investible: low fee generation, no fee sharing, and governance is overvalued.Layer 2s should acquire as much $ETH as possible.It's the true Ethereum x L2 alignment:- L2 tokens act like speculative assets akin to TradFi Crypto Treasury Company stocks- They manage $ETH treasury, making governance meaningful- L2 tokens trade with $ETH price, aligning incentives but can trade at ETH reserve's premium.Current Layer 2 reserves are abysmal: Arbitrum holds just $80M, and ...

Regulatory Framework - CLARITY Act establishes a "mature blockchain system" framework for lighter regulation of truly decentralized networks [1] - The Act suggests tokens initially sold as securities can transition to commodities if the underlying blockchain becomes decentralized [1] - Industry observers believe if passed, CLARITY Act would be very bullish for crypto [2] Decentralization Assessment - Sources indicate Bitcoin, Ethereum, and Litecoin meet the criteria for decentralization under the CLARITY Act [1] - Solana, Cardano, and BNB Chain reportedly do not meet the decentralization criteria due to foundational control [1] - The report raises the question of how regulators will evaluate decentralization [1]

RT bougie (repentance arc) (@bougie0x)A little late but this is actually a very interesting take.It would mean that governance tokens of L2s would follow ETH price + it would permit you to leverage the sequencer revenue on top of the ETH exposure.$ARB currently has a $2.3b mcap while having only $30M of ETH.For $OP it's even worse, it has a $1.2b mcap while having as low as $200k of ETH(ouch).It will finally allow for L2 tokens to be investable even though it will hurt a bit at the beginning. Being dumped o ...

Token Supply & Distribution Concerns - Team unlocks of $HYPE tokens, valued at $460 million per month, are scheduled to begin in November, raising concerns about the impact on token supply [1] - 38.9% of the $HYPE token allocation is currently "TBD," leading to uncertainty regarding future airdrops and their recipients (whales, HyperEVM users, etc) [1] - The potential dilution from future airdrops may outweigh individual airdrop benefits, as market makers and whales are expected to receive a significant portion [1] Market Valuation & Potential - At its Fully Diluted Valuation (FDV), $HYPE is approaching the valuations of $SOL and $BNB [2] - Despite its current valuation, $HYPE has the potential for further price increases, considering the circulating market caps of $ADA and $TRX are still double that of $HYPE [2] - The report questions the reliability of FDV as a sole indicator, but ultimately suggests it should not be ignored [2] Risk Assessment - The uncertainty surrounding future airdrop criteria is a significant factor impacting risk tolerance [2] - The lack of control and advance knowledge regarding token distribution decisions is a concern [1]

Another P.S. -> answer to this question has huge implications for my bags! ...