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BREAD | ∑:· 2025-10-15 00:22
The game hasn't evolved—it's dead.Airdrops will always result in lower-quality outcomes than finding people who are willing to put up capital in exchange for ownership.Intangibles can be used to isolate who and how much, but anyone given something freely will value it lessIcoBeast.eth🦇🔊 (@beast_ico):As an end user your options w/r/t new protocol airdrops are:1) become enough of a liability that you get paid2) become tight enough with enough tastemakers that you get paid3) make art and get tattoos and do not ...
X @BREAD | ∑:
BREAD | ∑:· 2025-10-14 23:03
Had to edit because the original said "L2"(Doesn't matter though; app-led future) ...
X @BREAD | ∑:
BREAD | ∑:· 2025-10-14 23:02
Hyperps are undervalued (as an app)HyperEVM is overvalued (as an L1)Ejaaz (@cryptopunk7213):updated hyperliquid thoughts:- its insane to me how many people don't realize hyperliquid is competing as an L1 (not just an app) and is therefore undervalued. one app alone generates more fees than ethereum / solana daily.- hype ecosystem has done a great job balancing ...
X @BREAD | ∑:
BREAD | ∑:· 2025-10-14 22:54
Hyperps are undervalued (as an app)HyperEVM is overvalued (as an L2)Ejaaz (@cryptopunk7213):updated hyperliquid thoughts:- its insane to me how many people don't realize hyperliquid is competing as an L1 (not just an app) and is therefore undervalued. one app alone generates more fees than ethereum / solana daily.- hype ecosystem has done a great job balancing ...
X @BREAD | ∑:
BREAD | ∑:· 2025-10-14 21:34
Original post for the graphic when some dude randomly minted 500k NFTs in a single tx:https://t.co/3EWPRzPQSmBREAD | ∑: (@0xBreadguy):Articulating MegaETH's step-change in throughput has been tough for me.Moments pop up that help me though.Recently, a single dev minted ~500k NFTs in one shot. A single tx....and he still only used ~70% of the tx gas limit!The world won't be the same once we're live. https://t.co/FCVX5Oju3z ...
X @BREAD | ∑:
BREAD | ∑:· 2025-10-14 21:33
Okay, now what about when you 100x it? https://t.co/LzF58dpjd2toly 🇺🇸 (@aeyakovenko):@Kira_sama It’s the same work to innovate on any part of the stack. It’s like saying L1 is easy because you can just fork tendermint. The complexity of shipping a sequencer that has 10x the capacity of what’s currently in the market, is no different then shipping a 10x in any part of the ...
X @BREAD | ∑:
BREAD | ∑:· 2025-10-14 11:06
Hyperliquid whale goes short again https://t.co/t3DlhAIpzf ...
X @BREAD | ∑:
BREAD | ∑:· 2025-10-14 02:44
Can't believe we're finally getting 7702 adoption (the protocol which can get rid of approve-swap steps) and it's just vibecoders trying to arb getting waxed by Quit. 🥲Quit (@0xQuit):There is a new class of people all trying to arb the NFTStrategy contracts. As the self proclaimed guardian of these contracts, I peak at how each participant operates.Most deploy unaudited contracts to use, typically along with EIP7702 delegations.1/🧵 ...