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X @BREAD | ∑:
BREAD | ∑:· 2025-09-07 19:07
RT MegaETH (@megaeth_labs)Tomorrow. https://t.co/ye4YBnwxRu ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-07 14:14
It's a long walk, but this is making me pivot from COIN to HOOD.→ Coinbase gets ~50% of revenue from Circle, and stablecoins are one of its larger growth verticals→ Circle has now lost regulatory arb to USDT (Govt officials joining Tether) and is losing it's largest onchain growth to USDH and the proliferation of whitelabeled stablecoins→ HOOD was just added to S&P500, is launching a chain, is mobile-first and known for a slick UIUX, supports crypto, is in prediction markets and perps, and will continue to ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-07 01:10
Tldrhttps://t.co/d3ngoFdtvxmert | helius.dev (@0xMert_):@treybuckingham they are welcome to come compete! ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-07 01:06
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]
X @BREAD | ∑:
BREAD | ∑:· 2025-09-05 15:16
"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 ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-05 15:14
"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 ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-05 13:48
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 ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-05 12:35
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]
X @BREAD | ∑:
BREAD | ∑:· 2025-09-05 11:07
S&P500 hits new ATH as BTC reclaims $112k https://t.co/HrdHJ9zoHd ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-04 18:45
These L1<>L2 lines are so retarded.Especially when you can map Solana's architecture (Tushar's largest bag) to other chains leveraging Ethereum pretty easily.Users don't care. They're all just chains. https://t.co/zBESrqjhBATushar Jain (@TusharJain_):The beginning of the end for L2s ...