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X @BREAD | ∑:
BREAD | ∑:· 2025-07-11 02:46
I want to keep my eye on BTC utilization in DeFi to ward off the blackpill spirits.So, I tracked which was being more-used "as money" in Hydration since it has incentives for both.Turns out it's just crazily-farmed and you can't really derive anything useful from it.BTC isn't being used at all, while ETH is running 72% of it's TVL in 24hr vol, which outpaces even native tokens (which themselves trail stables).ETH v BTC utilization in DeFi is going to be a huge predictor for the success of both chains.The Mo ...
X @BREAD | ∑:
BREAD | ∑:· 2025-07-10 20:31
Next round of Mega builders already locking in.30d in Copenhagen to lock in and create the next wave of omega apps.I'll be there in ~10d to do extra boots on the ground video contentMega Mafia (@0xMegaMafia):mafia 2 cook just started https://t.co/JwcDZtrvs6 ...
X @BREAD | ∑:
BREAD | ∑:· 2025-07-10 14:43
RT aadvark (@aadvark89)how could they not incubate the finest builders when they have the finest onboarder with them https://t.co/Qf5saofNhS ...
X @BREAD | ∑:
BREAD | ∑:· 2025-07-10 12:00
s/o @Drewfromweb3 for the cuts ...
X @BREAD | ∑:
BREAD | ∑:· 2025-07-10 12:00
PUMP at $4B for anyone with time horizons beyond next month is an obvious buy....and that was before they committed to equity-like tokenomics yesterday.Applications https://t.co/CQPJsLERGKBREAD | ∑: (@0xBreadguy):I'll take the other side of this. I think it pumps.Realistically, very little of the day 1 supply is likely to be allocated to people who got it for free.You basically have 3 tranches day 1:→ ICO (i.e. you paid for it at $4B)→ Incentives (allocation will take time and https://t.co/D7iIblfPuX ...
X @BREAD | ∑:
BREAD | ∑:· 2025-07-10 11:07
Bitcoin hits new ATH at $112k https://t.co/cXKq3hW3C2 ...
X @BREAD | ∑:
BREAD | ∑:· 2025-07-09 20:47
Look man, none of this stuff is certain, but the number of high-signal individuals taking multi-year/career bets on Mega and it's apps have me pumped.Still several yet to be revealed...(plus we have to ship the thing lmao) https://t.co/tPEjx5Ws3f ...
X @BREAD | ∑:
BREAD | ∑:· 2025-07-09 20:28
Chang gang (on MegaETH)Chang 🧪 (@chang_defi):I am going Bruce Lee mode on @avon_xyzOrderbook based credit infrastructure built by the young and talented @im0xPrincePrince is someone who I respect from using his tooling previously in the trenches but his potential spans far beyond that. ...
X @BREAD | ∑:
BREAD | ∑:· 2025-07-09 16:21
*mutes thread I have to work* ...
X @BREAD | ∑:
BREAD | ∑:· 2025-07-09 16:19
I'll take the other side of this. I think it pumps.Realistically, very little of the day 1 supply is likely to be allocated to people who got it for free.You basically have 3 tranches day 1:→ ICO (i.e. you paid for it at $4B)→ Incentives (allocation will take time and doubt it's 100% allocated)→ Your providing a service (exchanges, liquidity)Honestly think it plays out well for them and given their warchest, track record and value accrual shift to apps broadly I think ICO price is a deal.IcoBeast.eth🦇🔊 (@be ...