ERC20 is susceptible to the same attacks on creator earnings as ERC721 was. ERC721C fixed ERC721 and has been overwhelming adopted by creators on Base (along with ALL other EVM chains) and the data backs it up. ERC20C and Apptokens will do for ERC20 what 721C did for NFTs.

Introducing Fluid DEX v2 🌊 We’ve taken inspiration from everything in DeFi to build something beyond just a better DEX — we're creating the most advanced decentralized exchange the crypto space has ever seen. 🧵 👇

Game on

how can they sleep at night with this level of extraction from their community??

There’s been tremendous excitement around stablecoins these past few months. While we share the enthusiasm about their potential, we wrote why we believe the value they create will primarily accrue to incumbents and on-chain protocols, rather than new stablecoin businesses. 🧵

x.com/i/article/1934…

New essay up. The HALO Effect - notes on the new“Hire and License Out” deals being done by AI companies, most recently Windsurf - why they are not killing the social contract of SV - what happens when your people are worth more than your company - SAFEs for all things please

Me: please don't be a crypto company... "GMV, bookings, positive gross margins, ARR" ok phew

This week, Presidio Bitcoin hosted the Bitcoin Quantum Summit (pbquantum.com). I was thrilled to be invited to attend, and wanted to write up a thread about what I learned this week. I’ll save my commentary for the end, and start with where we are, the challenges we

Really important for this to happen IMO. Otherwise ETF buyers can only hold crypto and never use crypto.

Must read if you're interested in Bitcoin's technical future

No one took the 95 seconds to actually listen to the clip

Massive

Crypto exchanges should be racing to support in-kind redemption for ETFs

Legends of the DAT era 1. Michael Saylor 2. Brewster Mockridge

incredibly excited to see the most advanced lending & money markets in defi land on Jupiter! powered by Fluid 🌊 (which actually became the top volume in ethereum briefly yesterday), Jupiter lend will have industry leading LTV, LT & liquidation penalties (1%), while allowing us

Today, Sky and its decentralized stablecoin USDS got a B- rating from S&P (S&P Global ) - the first time they rated any stablecoin issuer, centralized or decentralized. Some people are getting hung up on the B- because its not investment-grade yet when compared to

LB Crypto is killing it. Tokens themselves need to be smarter to have a chance of working in/with apps. AppTokens and now LBAMM are major steps towards breakout crypto products.

LBAMM looks like the central piece for business model innovation for web3 consumer layer. So much to unpack Amazing work put out by the LB Engineering team. Inspires us to build more 🫡

In the past, enterprise blockchains looked down on public crypto and were doomed in part due to "not invented here" syndrome. Very different vibe in 2025. Doesn't mean they'll work, but they're not DOA.