ETH strategy
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X @mert | helius.dev
mert | helius.dev· 2025-10-29 18:38
new ETH strategy:- back-to-back L2 outages as AWS went down- have your best researchers leave- silently pay > 125M to things like Robinhood and say it is due to "tech"- (also pay all L2s btw)- have your DATs dump in size- make shit up when you lose dealsthe new XRPCamilla McFarland (@camillionaire_m):What you don't read: @solana had to write a $25 million check, with $25 million in liquidity stimulus for only a 6mo exclusive.It's tempting for legacy orgs to de-risk their proof-of-concept with a big check, b ...