Wait, did @VitalikButerin actually use my tweet during his presentation?!Is this real life?Mom?LobbyFi (@lobbyfinance):@VitalikButerin thinks LobbyFi is badsigh https://t.co/fFWnkz8pyl ...

In any case, if Ethereum and ETH fail, Ethereum's L2s and their tokens are valueless.Aligning incentives is a win-win. ...

- Layer 2s acquire $ETH for their treasury.- The treasury is owned by L2 token holders, such as $ARB or $OP.- L2 tokens are sold for $ETH until assets under management align with the L2 token market cap.- L2 tokens become investible.Implementing a strategy playbook for L2s is a smart move :)Problem 1: L2s don't generate enough fees to buy back enough $ETH, but selling L2 tokens works.Problem 2: Can token holders efficiently manage the $ETH treasury within a DAO model?RYAN SΞAN ADAMS - rsa.eth 🦄 (@RyanSAdams ...

I won't buy tokens from teams that disregard them.For many founders, tokens mattered when:1) They needed funding2) They needed to boost adoptionAfter that, tokens became a liability.Then they're surprised by community anger over poor price performance. ...

Market Sentiment & Altcoin Potential - The market's speculative spirit has diminished due to overvalued tokens and losses from memecoin trading [2] - Many believe the next altcoin season may not occur [2] - A disbelief rally is anticipated, potentially transforming into a significant altcoin bull run [4] Altcoin Market Analysis - Altcoin market capitalization stands at $13 trillion, lower than the 2021 peak despite a surge in the number of altcoins [3] - The proliferation of tokens has diluted attention and capital flows across assets [3] Key Factors for Altcoin Success - A select number of altcoins with great product-market fit (PMF) are expected to experience a substantial bull run [3] - Focus attention on a few Schelling point tokens and restore belief in the market [3] - Altcoins need to demonstrate a built-up Lindy effect, revenue and value accrual to the token, and adoption by TradFi [5] Blockchain & Token Value Proposition - There's a shift towards valuing blockchains for their utility, while tokens require a clear value proposition [1] - The industry is concerned that traditional finance (TradFi) will leverage technology developed and funded by the crypto ecosystem without contributing value [2]

RT Ignas | DeFi (@DefiIgnas)In this crypto-TradFi merge, I'm feeling my knowledge limits.I'm good at DeFi, comfortable with self-custody, 'get' tokenomics, and DAOs but lack TradFi expertise.Many crypto degens likely share this gap.We expected to revolutionize finance by leapfrogging TradFi altogether.The reality is a merger.TradFi is slowly adopting crypto, closing the knowledge gap on us, but we still have an edge.I feel slightly jealous to those who quit TradFi to join crypto early.Wonder what TradFi kno ...

I studied Politics and later Business Administration.All my knowledge of finance is self-taught and only related to crypto.This tokenization of everything requires to keep pushing myself once again.Kinda cool! ...

In this crypto-TradFi merge, I'm feeling my knowledge limits.I'm good at DeFi, comfortable with self-custody, 'get' tokenomics, and DAOs but lack TradFi expertise.Many crypto degens likely share this gap.We expected to revolutionize finance by leapfrogging TradFi altogether.The reality is a merger.TradFi is slowly adopting crypto, closing the knowledge gap on us, but we still have an edge.I feel slightly jealous to those who quit TradFi to join crypto early.Wonder what TradFi knowledge do we need so to reta ...

Repricing upwards will be crazy when the market realizes what crypto has become recently.We’re at a total different period of growth with TradFi adoption and regulatory changes coupled with macro tailwinds.So bullish it hurts. ...

InfoFi 的定义 - InfoFi 被定义为一种转变，不再仅仅交易代币，而是交易注意力、信任、Alpha 和叙事 [1] InfoFi 协议 - 有 10 个 InfoFi 协议正在改变链上信号的含义 [1] 行业趋势 - 行业正在经历从传统代币交易到更关注信息价值的转变 [1]