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 ...

Market Sentiment - A bullish stance on 99% of tokens is currently contrarian [1] - The market sentiment is expected to rapidly shift with monetary easing and the end of Quantitative Tightening (QT) [1]

Mania is coming. ...

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 ...

Gm. ...

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 ...

Business Strategy - Software companies should aim to become platform businesses [1] - Companies should seek to create network effects, increasing product value with more users [1] - The industry believes most software products can be platformized [1]

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]