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X @BREAD | ∑:
BREAD | ∑:· 2025-06-26 14:02
You're not bullish enough on this industry and the capacity required to meet global demand.HyperCORE is doing a ~10k TPS with ~5% CEX volume numbers and no tradfi assets.MegaETH is targeting 100k TPS because it will be needed. IBRL is a mindset.https://t.co/6oxGvLGTut ...
X @BREAD | ∑:
BREAD | ∑:· 2025-06-26 13:38
The landscape of infra tokens, both L1 and L2, are largely uncreative and are massively mispriced if the value they capture is solely the thing being driven to zero (tx fees)Ignas | DeFi (@DefiIgnas):What's the upside for L2 tokens?Fee sharing?Even if they turned on fee sharing, it's not much:Arbitrum made $19.5m in fees in a year. Optimism $18.3m.zkSync just $1.3m and Starknet $600k.This Price(FDV)-to-Fees ratio puts Arbitrum at 137.8x, and Optimism at 205.7x https://t.co/eTQ8WMy6md ...
X @BREAD | ∑:
BREAD | ∑:· 2025-06-25 10:48
Upshot here is the fix is to just build one big azz chain that requires no coordination.Then you have a superstructure with the best of both worlds (max performance and max decentralization properties). No competition feigning.Problem solved. https://t.co/E89yX1EOMOBREAD | ∑: (@0xBreadguy):The problem was/is not lack of talent.The problem is a future state that contains both of these words while expecting a graceful outcome:▸ "competing"▸ "coordination"Client teams pull this off somewhat because they have t ...
X @BREAD | ∑:
BREAD | ∑:· 2025-06-25 10:15
The problem was/is not lack of talent.The problem is a future state that contains both of these words while expecting a graceful outcome:▸ "competing"▸ "coordination"Client teams pull this off somewhat because they have to. L2 teams have no obligation to coordinate.venture anthropologist (@0xBalloonLover):ethereum's strategy of punting the roadmap to a bunch of different competing L2 teams only makes sense if there was an abundance of talentbut the talent is pathetic so what's resulted is a bunch of coordin ...
X @BREAD | ∑:
BREAD | ∑:· 2025-06-25 09:49
RT goku (@0xgoku_)Show me your hair, I’ll tell you your chainMegaETH indeed built different https://t.co/W422rT9lBO ...
X @BREAD | ∑:
BREAD | ∑:· 2025-06-24 19:58
Next up: action figuresEvan Mann (@Evan_Mann):Hey @Uniswap—where’s the official secondary market? (And what do we start the bidding at?) https://t.co/ewUIEaB82h ...
X @BREAD | ∑:
BREAD | ∑:· 2025-06-24 13:46
I know for a fact this is explored for full-on founders too—not just KOLs and growth bros.Just...don't do it.It'll be near-impossible to replicate your actual voice and when you get found-out you will lose ~all credibility.apix🎮 (@apixtwts):i never had someone else write posts for me, nor am i using ai to do iti started posting on this account to meet people and make friends, not be a digital billboardit's cool that i can make money shitposting on this stupid app, but i would rather not post than have someo ...