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X @BREAD | ∑:
BREAD | ∑:· 2025-10-02 15:54
RT 0xResearch (@0xResearch)We asked @0xBreadguy about the @megaeth_labs and @ethena_labs partnership on USDM.The criticism has been "bro it's just T-bill yields" with USDtb under the hood but it's not quite that simple.Bread explains in detail: https://t.co/rFyxHayNox ...
X @BREAD | ∑:
BREAD | ∑:· 2025-10-02 11:06
Market sends higher despite US shutdown https://t.co/lq8ARWeshx ...
X @BREAD | ∑:
BREAD | ∑:· 2025-10-01 21:04
Dude is really going to run this one up because of the noti dopamine he's getting.Insane view:likes ratio.Universally hated post. https://t.co/AvWNa9UBIPChip.hl // Evgeny Yurchenko (@chip1cr):You collect plushies.I collect the most stunning girls on HyperEVM.Built different. https://t.co/ziG0Zzipd4 ...
X @BREAD | ∑:
BREAD | ∑:· 2025-10-01 20:13
So what does this mean for Flashblocks on Unichain, Base, et al? https://t.co/CUKRo52Vd9Yannik Schrade (☂️) (@yrschrade):3/ Today's exploit is brutal💀Given physical access, anyone can completely break Intel SGX, Intel TDX and AMD SEV‑SNP.Even a hobbyist-level attacker can extract attestation keys and enclave secrets.The paper demonstrates real attacks on blockchains. TEEs in crypto are done. ...
X @BREAD | ∑:
BREAD | ∑:· 2025-10-01 15:54
In case you're wondering what ~2ms onchain oracle updates look like.https://t.co/YPE3PLKYb9RedStone ♦️ (@redstone_defi):“You can’t have a perps DEX without an oracle.”@megaeth_labs is the real-time blockchain, and RedStone is its oracle partner, delivering real-time data every 2.4 milliseconds.A big thank you to @0xKevinKap from @wcm_inc for highlighting why RedStone oracles are crucial to the https://t.co/bLLR48v3N9 ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-30 13:58
Apps are underpriced. Infra overpriced.https://t.co/yOBDXHlLPYBREAD | ∑: (@0xBreadguy):Fat App Thesis has already played out—the market just hasn't priced it yet.Apps are underpriced. Infra is overpriced.It's literally the picture. https://t.co/BDKic9dxet ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-30 13:52
Directionally correct, but framing is off.Again, "success" here is value-accrual to the network and token. That's how we measure it for literally everything.Chain metrics off the chart but token downbad? Scam.Chain metrics shitty but token up? Also scam.Chain metrics up and token up? Future of France.In a future where apps continue to earn outsized returns relative to their infra counterparts, due to things like ASS/BAM, a chain needs 1 of 2 things (preferably both) to keep up with what will be application ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-30 13:20
This is unintentionally an @eigenlayer bull post.Reminder that Plasma's ~$0.5Bn/y emission plan for validators is entirely because we still, even after ~12yrs of PoS systems, have no idea what "security" should be priced at.EigenLayer's entire point (pre-Cloud) was to create a market for this so networks could market-price security costs within the largest network of validators in the world (Ethereum's).You then have an outcome where these professional and already-distributed machines just opt in to running ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-30 12:37
Holy shit it's actually the ticker.$MRE7BTCWe have a new crowned champ for worst ticker alive, followed closely by:Scroll - $SCRPaypal USD - $PYUSDPolygon - $POL https://t.co/wEw7KXjRTXMidas (@MidasRWA):Introducing mRe7BTC, a tokenised BTC yield certificate issued in collaboration with @Re7Labs on @Starknet.mRe7BTC provides digital exposure to BTC-linked yield strategies. https://t.co/2oThsfkMfT ...