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X @BREAD | ∑:
BREAD | ∑:· 2025-08-18 11:06
Crypto market corrects down - what next? https://t.co/JPzDH7SLw8 ...
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BREAD | ∑:· 2025-08-17 15:33
Cryptocurrency Roadmap & Development - ETH is further along the same roadmap as BTC and can facilitate execution itself [1] - Smart contract platforms can capture a lot of value in the time before BTC issuance stops [1] BTC Future & Challenges - BTC has a few options to survive when issuance stops: remove the 21 million cap, become programmable, or be co-opted by governments [1] - The likelihood of these scenarios occurring is ranked as 3-2-1 respectively [1] ETH Market Position & TradFi Adoption - TradFi is already buying into ETH massively, with recent flows outpacing those into BTC [1] - Discussions about ETH supply under PoS are opening a can of worms for BTC maxis [1]
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BREAD | ∑:· 2025-08-16 22:26
Investment Vehicle Analysis - DATs (Decentralized Autonomous Trusts) are criticized as a combination of the worst aspects of hedge funds and SPACs, compounded by tax inefficiency [1] - DATs are subject to corporate income tax on staking yield, unlike ETFs (Exchange Traded Funds) [1] - DATs have high fees, allegedly to cover executive compensation, a cost not typically associated with ETFs [1]
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BREAD | ∑:· 2025-08-16 20:36
ETH DATs are just better staking ETFs (the original/best bull for ETH ETFs as productive assets)prove me wrongAndrew Kang (@Rewkang):Unlike the launch of the ETH ETF, the launch of ETH DATs actually brought meaningful demandBut the similarity is that there is likely $10b+ momentum capital frontrunning future buyingThe market is not ready to find out what happens when that buying dissipates ...
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BREAD | ∑:· 2025-08-15 18:37
The power of a good dashboard is underappreciated.Just like the SER dashboard rallied the $ETH troops around a narrative and goal, so too will the Solana "flip the market" board.https://t.co/SmHFB434Qshttps://t.co/oOypk2qJIU https://t.co/ZeLdr2q6JSSolana (@solana):Solana will never flip the NASDAQ.Or will it?✔ More trades per day on Solana than all regional stock markets combined✔ 92% of weekly total NASDAQ trades✔ 66% of daily trades, 90% at peak✔ 400 trades/second & growingTrack the flippening: https://t. ...
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BREAD | ∑:· 2025-08-15 16:21
This, but PUMP (and it's ~7x multiple).Caveats:→ No firm commitment on buyback %→ Durability of the fees (HL liquidity moat > pump launcher moat)Still feels like the warchest, which lets them eschew fees, and coming catalyst events from raised funds makes it a no-brainer https://t.co/F3rSyuSIZtJon Charbonneau 🇺🇸 (@jon_charb):the strongest cashflow generating machine in crypto is trading below the average P/E of the S&P 500 & growing way faster$29bn/$1.2bn (outstanding FDV/30d annualized earnings) = 24xforwa ...
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BREAD | ∑:· 2025-08-15 11:07
Crypto liquidated on bad inflation data, but Hyperliquid higher https://t.co/H8amvtdzcJ ...
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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 ...
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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 ...
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BREAD | ∑:· 2025-08-14 15:05
Holy shit Friendtech is still being worked on?They created a new UI https://t.co/63irz4h8a3 ...