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. ...

RT Wei Dai (@_weidai)Who's building discovery platforms for MCP & A2A? ...

RT Sreeram Kannan (@sreeramkannan)Debunking economic security myths.Self-enforcing vs committee chains (Libra?).Myth 1) Economic security is a meme because "delegation" implies we anyway only have a non-staked committee and thus no security. But delegation in the presence of slashing means - you chose your operator carefully - otherwise you will get slashed. So in fact the reasoning is totally misplaced.Myth 2) Economic security is a meme because forking can solve all problems. Forking a blockchain takes ti ...

Idk man, maybe we need to think way bigger as an industry.It’s a triggering take to say that crypto is finally in a “meta” of profitability and it sounds dumb from outside looking in.Thing is, these assets & networks don’t fit tradfi models bc they are net *new* systems of coordination, so they’ve been treated and pushed as such by profit maximalists who created the exact system for self-benefit.Kinda ironic. What we really need is more and more self-policing which benefits the whole.Token transparency fram ...