RT MegaETH (@megaeth_labs)Tomorrow. https://t.co/ye4YBnwxRu ...

Market Trend & Investment Shift - Industry is pivoting from COIN (Coinbase) to HOOD (Robinhood)[1] - Regulatory advantages for Circle are diminishing due to USDT (Tether) and the rise of whitelabeled stablecoins[1] Company Strategy & Growth - Robinhood was added to S&P 500 and is launching its own chain[1] - Robinhood is mobile-first with a user-friendly UI/UX, supporting crypto, prediction markets, and perps[1] - Robinhood is absorbing inherited wealth from the current generation[1] - Robinhood offers a simplified one-click full port of IRA, 401k, options, etc from other platforms[2] Risk Assessment - Circle's growth engine, potentially contributing ~10% of net revenue, faces significant risk [2]

Tldrhttps://t.co/d3ngoFdtvxmert | helius.dev (@0xMert_):@treybuckingham they are welcome to come compete! ...

Industry Perspective on Consortium Chains - The industry views the emergence of consortium chains as a positive development, indicating growth and opportunity [1] - Institutional players are expected to increasingly seek control over their technology stack, which is not surprising [2] Impact of Tempo - The industry anticipates Tempo's launch and potential traction due to the scale of involved players, expecting positive spillover effects [3] - Tempo is not expected to replace existing decentralized solutions like Ethereum [3][4] Decentralization and Scalability - Maintaining true decentralization while achieving global scale capacity is crucial, particularly by leveraging Ethereum [4] - The industry should accelerate development efforts in response to new developments [4]

"WTF is DeFi, Institutional?"The man himself was able to expand some..."DeFi, Business-to-Consumer next gen trading"It's gonna be sick dudes (and the team is STACKED). The reason I said "Inst" was to make you think more Ethena than Pump https://t.co/oKZAM0jylOBREAD | ∑: (@0xBreadguy):Future CT hires I'm asked to recruit for:_____, Growth (Prediction Market)_____, Growth (DeFi, Institutional)_____, Replyguy/Intern (Defi, Consumer)_____, Designer (Consumer, Payments)Almost all are hybrid responsibilities and ...

"WTF is DeFi Institutional?"The man himself was able to expand some..."DeFi, Business-to-Consumer next gen trading"It's gonna be sick dudes, and the reason I said "Inst" is because it's more Ethena than Pump https://t.co/0OGPW1uvjv ...

Future CT hires I'm asked to recruit for:_____, Growth (Prediction Market)_____, Growth (DeFi, Institutional)_____, Replyguy/Intern (Defi, Consumer)_____, Designer (Consumer, Payments)Almost all are hybrid responsibilities and allow for growth into core team roles.Literally all S-tier teams too. DM or reply if interested.Poopman (💩🧱✨) (@poopmandefi):Recent CT hire 👇Kalshi , Head of Crypto - @j0hnwangAvax , Ecosystem Lead - @vohvohhPlasma , DeFi Lead - @river0x_Plasma , Product Design - @lemurfMessari , Prot ...

Token Categorization & Evolution - The industry categorizes tokens into generations based on their tech stack, similar to software development [1] - Many first-generation (gen1) tokens lack structural ties to their protocol/ecosystem's success due to regulatory concerns, deeming them likely to fail [1] - A new generation of tokens, exemplified by tokens like $HYPE, $AERO, and $PUMP, signals value alignment and is favored by the market [1] Strategic Imperatives & Tokenomics - Incumbents with outdated technology and token models may struggle to compete with emerging "avant-garde" models [2] - Protocols embracing new models are expected to generate higher equity premiums than traditional cash flows [2] - Reinvesting revenues to grow the business is considered more beneficial than distributing value to token holders [3] - The industry advises against using revenues for token buybacks in most cases, as it's often a suboptimal strategy [2]

S&P500 hits new ATH as BTC reclaims $112k https://t.co/HrdHJ9zoHd ...

Layer 2 (L2) & Blockchain Architecture - The author criticizes the perceived redundancy of L1/L2 distinctions, suggesting they are "retarded" [1] - The author argues Solana's architecture can be mapped to other chains leveraging Ethereum [1] - The author believes users are indifferent to the specific chain being used [1] - Tushar Jain predicts "the beginning of the end for L2s" [1]