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X @BREAD | ∑:
BREAD | ∑:· 2025-09-29 00:39
PUMP->BONK->PUMPHYPE->ASTER->HYPESame same.Just don't make the beta your identity. ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-28 23:28
This extends to all "opinionated" chains launching these days, btw.I don't care if you're onboarding a gajillion people - if you're simply charging for blockspace with a tx fee you'll be out-earned.As tech matures and apps get more sophisticated they will eat more and more of each $ they generate, compressing the base layer returns.That means you need to have insane capacity as a blockchain to earn even moderate app-like revenue.It just doesn't work.Will take awhile for this to play out, but it's the way th ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-28 20:38
Market Trends & Competition - The core debate revolves around the future valuation of chains with app-like revenue versus those without, suggesting a winner-takes-all dynamic [1] - The industry is observing a shift where infrastructure tokens relying solely on transaction fees may be surpassed by chains generating revenue from applications or app-like services [2] - There's a discussion on whether successful applications will migrate to appchains or if successful appchains will evolve into general chains [2] Tokenomics & Revenue - The analysis focuses on the top 120 fee-generating entities in the crypto space over a 30-day period, categorized by chain and application [1] - The normalization of token-to-revenue links is anticipated, especially with increasing regulatory clarity, influencing the perceived value of different blockchain categories [2]
X @BREAD | ∑:
BREAD | ∑:· 2025-09-28 18:44
Guys, look! Plasma is using paymasters......exactly how they're intended?Of course it swaps to the gas token (XPL) to pay the validators. It's literally how that's supposed to happen.Party is Over (@LP4rent):Plasma claims to be “Tether-aligned” but their paymaster (smart contract) literally dumps USDT into XPL to pay validators.In reality, it’s just EIP-4337 with DeFi incentives.Under the hood, it's just forced buy pressure for XPL. https://t.co/oFguEBv39d ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-28 18:36
If anyone wants to play dm @OndrejStraskyhttps://t.co/rUs0MM49O9Ondrej Strasky (@OndrejStrasky):@KKrucenok @0xBreadguy We have events twice a week in our Discord + some community ones have been popping off ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-28 16:22
...and they come with an IP license (akin to BAYC)→ You don't own HL IP→ You do get a license for your Hypurr→ Derivative works are allowed, but may need an additional license from the new NFT holder if sold→ If you create Hypurr NFT merch, then sell it, you have ~60d to liquidate inventory.Luke Cannon (@lukecannon727):THE HYPURR NFTS ARE OUT https://t.co/Mm14TKSBqu https://t.co/P91T4hvwqr ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-28 15:36
Wait...how long has Legion had an OTC counter (with decent depth)?I'm seeing:@Plasma $950k SAFT sell @$6.5Bn (~60% discount)@ether_fi $850k liquid sell @$800M (~50% discount)@pumpdotfun $15M equity sell @$2.5Bn (~50% discount)Crazy discounts at size. https://t.co/WqJlQ1hINN ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-28 14:04
This was actually incredibly fun.Here are some gc screens from some match swings.I'm going to practice and be ready for the next one. Such a good time, and short games so didn't wreck my day. https://t.co/y7bAg3qjG6Showdown (@Showdown_TCG):Yesterday, we had the biggest Showdown tournament to date! 🥳We had 126 players, 42 teams, celebrities like @sebastianpozzo, @NamikMuduroglu and @0xBreadguy, countless games, and most importantly, lots of fun. ☺️Congrats to our champions - Team All Stars! ⭐️⭐️⭐️Three times ...