is economic security a meme? ...

Blockspace Market Trends - Cumulative fees spent across all chains have increased over the last 7 years, indicating higher volume [1] - Fees on individual chains have decreased significantly due to innovations like EIP1559, blobs for L2s, and altDA [1] - Network upgrades, such as Avalanche's, also contribute to reduced fees [1] Blockspace Commoditization and Monetization - Blockspace is becoming relatively commoditized [2] - A power law distribution is emerging, with a few chains monetizing blockspace with real value [2] - Thousands of chains will offer very cheap, nearly free blockspace [2] Future of Blockspace - Users will experience seamless/cheap interactions but will pay more on "high value chains" [3] - The industry needs more blockspace, even if it's not highly monetizable [3]

Do you bullieve? ...

Market Outlook - The market's bearish stance on ETH and many tokens is expected to be proven wrong aggressively in the coming months into Q1 2026 [1] - Significant gains are anticipated in the next 6-9 months for contrarian investors [1] Cryptocurrency Analysis - ETH is considered undervalued with strong long-term potential [1]

Market Trends - Speculation typically seen in alternative cryptocurrencies ("alts") or on-chain activities is now prevalent in the stock market [1] - There are increasing avenues to express a bullish view on cryptocurrency [1] - Companies like Bitcoin treasury companies, Circle, Coinbase, and Robinhood are attracting significant speculative capital [1] - The speculative flows will eventually extend to tokens more rapidly than anticipated [1] Proof of Stake (PoS) & Layer 1 (L1) Chains - Recent discussions around Proof of Stake (PoS) are largely driven by the poor price performance of major Layer 1 (L1) chains such as NEAR, DOT, TIA, and APT [2] - The future direction for these chains involves reduced inflation, less emphasis on slashing, and a clear path towards profitability, including considering inflation as an expense [2] - The shift towards less inflation and profitability is considered a positive development for these chains [2]

RT DMH 🦇🔊🌊 (@DeFi_Made_Here)I think @hosseeb is somewhat rightPeople started speaking about revenues only after 2 projects in the whole defi (both extremely centralized) started earning substantial revenue (and it didn’t happen overnight!)Other than that we have so many examples like uniswap which is valued at $7b, spending hundreds of millions in incentives, and earned $0 in 7 years, or morpho which is pending $100m+ publicly and god knows how much privately to stimulate growth also with 0 revenue and uncl ...

Does Hyperliquid fit in the ‘fat app’ or ‘fat protocol’ camp??? ...

PENGU morning. https://t.co/OYy1AcjlSq ...

Gm ...

Stablecoins will do more for the perception of our industry than anything else.These takes are absolute zeros btw.Noah Kagan (@noahkagan):What’s amazing for how popular cryptocurrency is, they’re still almost 0 actual use cases. Prove me wrong. ...