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Andy· 2025-06-27 13:24
RT Omid Malekan 🧙🏽‍♂️ (@malekanoms)Hosseeb is correct in his conclusion that staking yields should be on the low end, mostly because slashing is either rare or on a chain like Solana non-existent. It never makes sense to pay high interest on an activity with no risk and slight liquidity disruptions.My sense is most of the newer chains that started with high emission rates did so because a)Bitcoin's curve was the default and b)They wanted grifty tokenomics that rewarded insiders (see TIA et al).But we should ...
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Andy· 2025-06-27 11:51
Gm. ...
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Andy· 2025-06-27 11:22
RT Shiva (@ShivanshuMadan)L1 token inflation is a down-only metricValidators will be incentivized by sustainable REV that the network generates, not made up token issuance ...
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Andy· 2025-06-27 11:20
RT Wei Dai (@_weidai)Make sure you are a platform business if you are building software.Find ways to make your product more valuable as more people use it, i.e. manufacture network effects for your productIt may not be obvious but I believe you can platformize most software products ...
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Andy· 2025-06-27 02:21
Market Focus - The industry emphasizes forward growth as a key metric [1] - The discussion revolves around the sustainability of focusing on revenue [1] Revenue Strategy - The conversation questions the long-term viability of a revenue-centric approach [1] - The industry is debating whether prioritizing revenue is a short-sighted strategy [1]
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Andy· 2025-06-27 02:11
RT toly 🇺🇸 (@aeyakovenko)Called it ...
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Andy· 2025-06-27 01:55
RT The Rollup (@therollupco)"I think a lot of the staking businesses are unsustainably profitable right now." - @jon_charb of @dba_crypto"On Solana, the amount validators made in the past year is absolutely ridiculous.""A lot of the businesses today are definitely gonna get squeezed on margins.""@coinbase's taking 25% on retail staking, you just can't keep doing that long term, it's not sustainable." ...
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Andy· 2025-06-27 01:53
RT threadguy (@notthreadguy)oh also shoutout andy / the rollup those guys rock ...
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Andy· 2025-06-27 00:30
RT Fede’s intern 🥊 (@fede_intern)I might be missing something, but as far as I can tell, Ethrex, Nethermind, and Reth already support this with open source implementations. I really respect what Mega is doing, but I’m not sure these numbers are especially surprising in context.With Ethrex, you can launch in L2 mode with a single command and deploy the verifier to reach this level of performance today fully open source.12,000 TPS × 21,000 gas per transfer = 252 mega gas/sec.Is the code from @megaeth_labs ava ...
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Andy· 2025-06-26 23:13
RT margaret hyde (@0xcoolgirl)It’s been a pleasure seeing these two climb up the ranks in crypto media over the years and crush it day in and day outIf you don’t already, check out @therollupco for quality conversations and good vibes 🔥🫶🏼 https://t.co/Ngt9GnvQWu ...