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X @BREAD | ∑:
BREAD | ∑:· 2025-08-14 16:50
Snowflake narratives aside, this is the way forward for ~most chains+labs (read: businesses) trying to grow.Over time:→ Chain capacity will increase (base fees compress)→ Apps capture more of their value (priority fees compress)Transition will take a few years, but it's comingnairolf (@0xNairolf):hearing that at least 3 chains have started building apps themselvesnot 10 or 20 random projects, just 2-3 concentrated bets on truly differentiated appsthis is the winning strategy ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-14 15:20
Digging deeper; it's just the last piece of the rug lol→ Moved away from Privy→ All Club/Key prompts are all direct contract call variables (Club IDs or user E0A)TLDR they basically shut down all of their infra and just have the site as a static contract interface with no local DB ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-14 15:05
Holy shit Friendtech is still being worked on?They created a new UI https://t.co/63irz4h8a3 ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-14 11:07
BTC ATH $124K then pullback - what next? https://t.co/jE9zt9QXcB ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-14 00:46
I was wrong.Happy smartcontract chain ATH day.BREAD | ∑: (@0xBreadguy):Forever top on L1s which aren't snowflakes (real).https://t.co/JiRvtLxguh ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-13 16:33
People ignoring the last ~18mo of industry reflection on coin value accrual just because some 'tards-with-size are buying on a disjointed narrative will be left wanting again.Ride the wave. Use it to make the value sticky.Don't blind yourself tho.https://t.co/mRAYRYr8zXmert | helius.dev (@0xMert_):gentlemen, you've heard it here firstsolana is deadtrillions https://t.co/8fGi2ushmk ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-13 16:15
Unreal how I psyoped myself into thinking these degens in suits (tradfi) would leapfrog our crypto journey and avoid the hard lessons.• L1 premium• Infra > Apps• BTC→ETH→AltsWrong. They're aping all the same shit we did on the same narratives—just with bigger size.Seraphim.hl (@MacroMate8):remember when there was a l2 mania and it eventually died outwell now we are entering the web2 driven l1 maniabut most of these corps will face the harsh reality: bootstrapping chains is fucking hard ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-13 13:41
I want to make sure I have visibility into the non-Mafia projects building on Mega testnet.What are a few you guys have seen building that are under appreciated? ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-13 12:55
RT brother bing / 饼兄 Σ: (@hotpot_dao)last year when bro bing was more active on podcasts, one host blatantly asked me: why not build a L1 knowing you'd make more money building the mother chain?bro bing said: that's totally wrong.it's ultra clear that there will simply be more L1s ( corpo L1s, AI L1s, Depin L1s etc). this trend means that the L1 premium will inevitably disappear, just like launching generic L2s was in 2023.hence, the goal was not to build a layer, but to build the fastest chain ever possibl ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-13 11:08
Anyone have insight into what an "integrated stablecoin FX engine" means? for Circles new L1.opt-in privacy probably the most interesting thing about their config https://t.co/Sx3ZL6Z3vm ...