Market Sentiment & Valuation - The crypto market has shifted from financial nihilism to financial cynicism, with concerns about overvaluation and potential corrections [4][5] - Applying P/E ratios to smart contract chains is seen as limiting the industry to linear growth, rather than embracing its exponential potential [35] - The market prices new challenger chains based on their probability of success relative to established chains like Ethereum (ETH) and Solana (SOL) [14] Exponential Growth & Long-Term Vision - The author argues for a long-term belief in the crypto exponential, drawing parallels to the early days of e-commerce and the internet [24][36] - Crypto is transforming financial assets into easily transferable digital formats, enabling 24/7 global interconnectedness and openness [31] - The author believes that open, interconnected systems will ultimately win, similar to how the internet disrupted other industries [31][32] Chain Valuation & Metrics - The author defends the valuation of Ethereum (ETH) and Solana (SOL), suggesting that their value underpins the potential of other chains [21] - The author argues that focusing on exchange-like profit margins for L1s misses the point of why people invest in them [9] - The author believes that even if new chains win, there's a perception that the contest is not worth winning because valuations are considered inflated [18] Industry Dynamics & Challenges - The author acknowledges the greed of various participants in the crypto market but argues that it's not a new phenomenon and doesn't invalidate the potential of the technology [12] - Crypto growth is more volatile than e-commerce due to its ties to macro forces and regulatory pressures [30] - The author suggests that the crypto industry's center of gravity has shifted from Silicon Valley to Wall Street, potentially impacting its understanding of exponential growth [29]

The crypto trade is mostly over. Value accrual will primarily go to stablecoins and tradfi companies using their own blockchains (Stripe, Coinbase, Robinhood), not 95% of this dogshitOpportunities will mainly be in BTC, Privacy, Hype/DEX. Maybe AI/robotics x Blockchain in 2027+ ...

stg im gonna crash out, ive never had to explain why https://t.co/0DZyULb31t is called https://t.co/vk6KIIBHPz so many times in my entire life https://t.co/LqaUhtmCm9 ...

Say hello to our Platinum+ Sponsors:🔸 @Nexpace_HQ – pioneering IP expansion with blockchain and NFTs to create a truly community-driven ecosystem🔸 @solayer_labs – the team behind InfiniSVM, a hardware-accelerated, high-performance L1 powering a vertically integrated on-chain finance stackCatch them both at #BinanceBlockchainWeek! ...

intern hasn’t even finished the first helping of thanksgiving din and aunt cathy already asking what “computer coins” to buy...fInAnCiAL ADVICE??? from me?! intern could NEVERRR https://t.co/kWGQojtoA9 ...

RT Tu Nguyen ∀ 🕹🪐🔺 (@houyaoi)Let’s Learn to Build on Avalanche 🔺@AvaxTeam1 https://t.co/5tNnzpGPi8 ...

Industry Problem - Big Tech owns creators' audiences and "steals" their data [2] - Big Tech uses AI to capture creators' value [2] - The media industry is broken due to centralized control [2] - AI summaries lead to traffic collapse for content creators [2] Solution & Strategy - Decentralized ownership is the path for creators to regain control of content, revenue, and audience [2] - Roundtable aims to decentralize the global media industry using blockchain tech [1] - Decentralization is needed for the future of media [2] - Digital ownership protects brand and audience [2] Roundtable's Actions - Roundtable's recent merger is part of its plan [1] - Roundtable is taking back 'stolen' content from Big Tech [1] - Roundtable is taking the first step toward digital ownership [2]

We’re not saying it’s who you think it is… but it might be 👻Guess the first mystery guest headed to #BNBHack Abu Dhabi on Dec 5 & 6.Secure your spot: https://t.co/Xg0XuTrMcl https://t.co/9pYt99xbej ...

RT BSCN (@BSCNews)🚨 NAVER–UPBIT MEGA MERGER UNLEASHES A $6.8B AI AND BLOCKCHAIN PUSH!South Korea’s top internet giant and its biggest exchange are building a new financial stack. Full breakdown 👇https://t.co/rxp9K5gx2F ...

Core Insights - Investing in cryptocurrency, even with a small amount like $100, can lead to significant long-term returns, particularly with assets like XRP and Solana [1] XRP - A $100 investment in XRP a decade ago would now be worth $54,000, showcasing the potential for life-changing returns in cryptocurrency [2] - XRP currently has a market capitalization of $132 billion, indicating that similar gains may be challenging to replicate in the future [2] - XRP can process 1,500 transactions per second with a transaction fee of just 0.00001 XRP, making it more efficient than Bitcoin [3] - Ripple Labs, the developer of XRP, has maintained its relevance in the market despite competition from newer blockchain platforms [3] - Ripple integrates XRP into its fintech platforms for cross-border payments and has introduced a stablecoin, RippleUSD, to enhance transaction volume [4] - Ripple is pursuing a U.S. banking license to strengthen its position in mainstream finance [4] Solana - Launched in 2020, Solana is a newer blockchain that offers significant technical advantages over legacy systems like Ethereum [5] - Solana boasts a theoretical peak transaction capacity of 65,000 transactions per second, far exceeding Ethereum's capacity of 15 to 30 transactions per second [6] - This high transaction capacity positions Solana as an ideal platform for decentralized finance applications and has attracted high-profile projects, including meme coins [6] - The technical capabilities of Solana may contribute to its long-term success and adoption in the blockchain industry [7]