RT Colby Serpa (@colbyserpa)When a corporation serves a vital function that becomes relied on by a majority of citizens, the riskier its growing centralization becomes.Without competition, the centralized corporation begins to resemble a monopolistic communist government that unilaterally controls a vital good or service a majority of citizens rely on. From banks and education to healthcare and now AI.Education and healthcare are a mess and the AIs everyone relies on are controlled by a few corporations, gi ...

good thing we made all this decentralized infraand then put it in front of one giant centralized gateway ...

you can say some centralized alternative might be faster but you can't say that's without tradeoffscentralization also centralizes risk, which means you can collapse much lower, much faster, and much easiersolana is sufficiently decentralized to eliminate this risk ...

nothing makes you bullish centralization like observing the average crypto mfer ...

solana validators capture $100m from $6b in network fees. https://t.co/31ZmEI0BSv makes $1.2m daily, validators split $270k. inflation rewards compressed from 8% to 1.5%, now 76% of validator income. bottom 1000 validators operating at loss. 630 days uptime happened when validators made money. centralization accelerates when they don't. ...

Most dApps claim to be decentralized - but how true is that?In this video, we break down how dApps work, exploring which layers are truly decentralized and where central points of failure still exist.Watch the full video 👉 https://t.co/0bx6BE2BtD https://t.co/BlETUV52vN ...

Controversy & Debate - Ethereum 核心开发者 Szilágyi 指出以太坊存在中心化问题 [1] - Polygon 的 Sandeep 和 Sonic Labs 的 Cronje 加入了这场辩论 [1] Key Players - Szilágyi (Ethereum core dev) - Sandeep (Polygon) - Cronje (Sonic Labs) [1]

RT Flaming.hodl ₿ (@flaming_hodl)@kyletorpey @CounterflyChick @NickSzabo4 @George203BTC @th_s4m0ht @maniac94846 Pruned nodes are not archival nodes. If every node in the network run by users is a pruned node then Bitcoin becomes centralized to the few that can run an archival node. Centralization features are bad. ...

Core Insights - The recent Crypto Black Friday resulted in $19 billion in liquidations, highlighting the transparency gaps between centralized exchanges (CEX) and decentralized exchanges (DEX) [1][2] - Binance faced significant operational challenges during the crash, while Hyperliquid demonstrated resilience with 100% uptime [2][3] - The incident emphasized the growing appeal of decentralized systems as they maintained market integrity amidst extreme volatility [3] Group 1: Market Performance - Hyperliquid processed over $10 billion of the total liquidations, showcasing its operational strength during market stress [2] - Binance's spot volume dominance is contrasted by Hyperliquid's market share, which remains under 10% despite growth [4] Group 2: Centralization vs Decentralization - The controversy surrounding Binance's listing fees raised questions about fairness and trust in centralized exchanges [5] - Hyperliquid's model allows for permissionless token launches without listing fees, contrasting with Binance's alleged demands for token supply and deposits [6][5] Group 3: Future Developments - Hyperliquid captured 35% of blockchain fee revenue in July, indicating its growing influence in the market [9] - The addition of native USDC to Hyperliquid and the launch of new features like permissionless perps signal ongoing innovation and expansion [9][8]

Core Thesis - GXO Logistics, Inc. is experiencing strong revenue growth and operational momentum, with a bullish outlook supported by recent performance and strategic initiatives [1][2][5]. Financial Performance - In Q2 2025, GXO reported $3.3 billion in revenue, representing a 17.9% year-over-year increase and exceeding consensus estimates by approximately $200 million [2]. - The company achieved a net GAAP EPS of $0.57, slightly above market expectations, and raised its adjusted EBITDA guidance to $865 million–$885 million [2][4]. - For FY25, projected revenue is approximately $13.3 billion, reflecting a 13.9% year-over-year growth, with an expected organic growth rate of around 7% [5]. Strategic Initiatives - The integration of Wincanton is set to begin in Q3, with anticipated cost synergies of about $40 million out of a targeted $60 million for 2025 [3]. - Leadership changes, including the transition to new CEO Patrick Kelleher, are aimed at accelerating growth in North America [3]. Operational Efficiency - The company is leveraging automation and centralization to drive margin expansion, with adjusted EBITDA margins increasing by approximately 90 basis points quarter-over-quarter in Q2 2025 [4]. - Business wins totaled $307 million in Q2 and $535 million in the first half of 2025, contributing to a robust $2.4 billion pipeline, excluding Wincanton [2]. Market Position and Outlook - GXO is well-positioned for future growth, particularly in sectors such as aerospace, defense, healthcare, and e-commerce, with a projected upside of over 31% to $69 per share in the base case scenario [5]. - The stock has appreciated approximately 34% since earlier bullish coverage, indicating strong market confidence in the company's growth trajectory [6].