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BREAD | ∑:· 2025-09-04 00:54
This is @aeyakovenko entire thesis behind Seeker btw.$/user in crypto is a superpower of the industry, which can displace incumbents.When your bootstrap-stage users can generate millions in rev it changes behaviors."Your (app store) margin is my opportunity" type beatDerked (@0xderked):.@notthreadguy is generally correct btw when he discusses raw viewership doesn't really matter as much as $/viewer and $/viewer is pretty fuckin big on CTincredibly obvious when Ansem would shill coins the motion/conversion r ...
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BREAD | ∑:· 2025-09-03 20:23
This options v perps debate reminders me of the NFT loan battle between SharkyFi and Citrus on Solana.SharkyFi largely won that battle because they took an expressive vehicle (loans) and made it dead-simple by fixing all loan parameters."Do you want to lend/borrow at these rates? Yes? Done."You literally just came to the platform and clicked a button.Other platforms, like Citrus, competed by offering completely configurable parameters:→ LTV→ Duration→ InterestAll whatever you wanted to set.Objectively "bett ...
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BREAD | ∑:· 2025-09-03 18:16
RT 𝙴𝚖𝚖𝚊𝚗𝚞𝚎𝚕 🇬🇭🦉 (@0xMawuko)SALT could be the EVM to RISC-V moment in Ethereum's ledger architecture design space.Solving for manageable ledger state growth, bloat, and traversal has been a problem that has spanned almost a decade in the industry, especially for EVM-based blockchain systems, and SALT might just be the breakthrough moment for everyone.Besides R&D on Verkle trees being far along, I don't see why MegaETH wouldn't propose an EIP for SALT as a new standard for Ethereum or other Ethereum distro ch ...
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BREAD | ∑:· 2025-09-03 11:53
So, 2 things;1. This is live now. You just have to update the extension manually. No idea why @Rabby_io wouldn't tweet it being live.2. I didn't have to VPN to put on a position.That second item alone is probably going to steal my business from HL frontend. https://t.co/HxvOQGtX15Rabby Wallet (@Rabby_io):Something big is coming 👀 https://t.co/JSgcnSKQh1 ...
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BREAD | ∑:· 2025-09-03 11:34
RT BCheque (@BCheque1)I am delighted to announce GIGAVERSE WEEK in partnership with @playgigaverseI’ve known @0xDith for some time + I am excited to work with him on this week's announcementsTo begin, the @modernmarket_ community will receive something EXCLUSIVE in-game + we giveaway $1kFor a chance to win $1k:(i) Drop your Abstract Global Wallet in the comments, and(ii) like and retweet this tweet ...
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BREAD | ∑:· 2025-09-03 11:07
Solana outperforms other majors https://t.co/aEhPIbp1l3 ...
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BREAD | ∑:· 2025-09-02 17:24
I've fluctuated on value of local vs global fee markets.Solana (local):- You're charging the highest activity ("good") users/apps disproportionately, and earlier, because their allocated compute is saturated even though the chain can support more.Ethereum (global)- You're amortizing costs across the entire chain, which means those "good" users/apps can get even more usage out of the chain, but it also raises the floor for all transactions even if unrelated.Has anyone modeled the curves of the same load appl ...