Andy
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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 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 00:30
技术实现与性能 - Ethrex, Nethermind, 和 Reth 已经通过开源实现支持类似功能 [1] - Ethrex 允许通过单个命令在 L2 模式下启动,并部署验证器以达到高性能 [1] - Ethrex 的性能指标为 12,000 TPS (transactions per second) 乘以 21,000 gas per transfer,相当于 252 mega gas/sec (百万 gas/秒) [1] 代码审查与验证 - 行业希望能够审查 Megaeth Labs 的代码,以更好地理解其实现方式 [2] 市场认知与竞争 - 行业对 Megaeth Labs 的工作表示尊重,但认为其性能数字在现有技术背景下并不特别令人惊讶 [1]
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Andy· 2025-06-26 23:13
Industry Recognition - The crypto media industry acknowledges the rise and success of two individuals in the field [1] - The Rollup Co is recognized for its quality conversations and positive atmosphere within the crypto space [1] Media Recommendation - The report suggests following @therollupco for valuable discussions and a positive community experience [1]
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Andy· 2025-06-26 23:07
Yikes.The Rollup (@therollupco):"XRP is not going to $10,000. It's not even going to 100 bro. $10 is a stretch." - @ayyyeandy"People think XRP it's going to 10,000" - @mraltantutar"The belief is, it's like Bitcoin went to 100k, so why not XRP can go to 10,000?""There's people that almost believe it like https://t.co/Iv3a4bH5hz ...
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Andy· 2025-06-26 22:19
RT Dennison (@DennisonBertram)This is a pretty interesting take, although it doesn’t entirely work with what the future regulatory guidance is going to enable.The professional staker point is salient though. That’s a problem imho, and where Ethereum is clearly winning. ...
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Andy· 2025-06-26 20:49
RT BREAD | ∑: (@0xBreadguy)You're not bullish enough on this industry and the capacity required to meet global demand.HyperCORE is doing a ~10k TPS with ~5% CEX volume numbers and no tradfi assets.MegaETH is targeting 100k TPS because it will be needed. IBRL is a mindset.https://t.co/6oxGvLGTut ...
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Andy· 2025-06-26 20:41
RT The Rollup (@therollupco)"I've been very very impressed by the caliber of other ecosystems that I perhaps was not paying enough attention to" - @santiagoroel"I've gone deep into the Avalanche working with them tied to the hip, @inversion_cap will be an @avax L1.""Avalanche is like the closest thing to enterprise grade, the quality of the team, for us it matters a lot." ...