Ian Miers Alternative PP/railgun:

since a lot of people are asking, here is what RAILGUN - Private & Anonymous DeFi is: railgun is a privacy protocol built on Ethereum that lets you interact with DeFi (swap, lend, trade, send tokens) without exposing your wallet address or transaction history. here’s what it actually does: 1.

I know this is hard for a lot crypto-twitter to absorb, but not everyone is a cynical mercenary trader. People can and do align their investments with deeply held high conviction personal beliefs. And fwiw, that approach often makes a lot more money longrun.

Quinn Thompson quick and dirty

Today, I’m incredibly excited to make my first proposal to Uniswap governance on behalf of Uniswap Labs 🦄 alongside Devin Walsh and kennethng.eth This proposal turns on protocol fees and aligns incentives across the Uniswap ecosystem Uniswap has been my passion and singular focus for

Jim Cognitive dissonance

bear market astrology - ogs sell >100k. selling above the 6-fig psychological accomplishment after holding for a decade+. below this round number they'll wait it out. - etf holders (retail and hedge funds) accelerate selling below 100k. they r simply trend-following paperhands.

Here's what I see happening on 4 year cycles — Common view: people believe in 4 year cycles, and that 2026 will thus be a down year for BTC. First order effect: people thus sell in 2025 to avoid the down market year. Second order effect: the 2025 sellers cause 2025 to be a

CoW Protocol (COW) ☑ Revenue: $24.96M ☑ Fees: $36.32M ☑ Negative net emissions: –3.3M COW (very strong) ☑ Circulating supply: Low ☑ Inflation: Low ☑ FDV: Very reasonable COW is quietly one of the best DeFi tokenomics. When auto-buybacks activate fully → huge rerate.

everyone will get lazy and use ai to make investment decisions. but the alpha lies in figuring out where ai is wrong and counter-trading it rather than copy-trading it. after all ai is the best synthesizer of internet consensus.

Equal weighted Amazon, Apple, Microsoft & Nvidia has > 100X’d since January 2002. A similar, public & liquid opp beckons for select major cryptoassets over the coming decades. Trims during exuberance make sense, but hodling the majority will remain the key skill.

1/ Polymarket weekly volume at ATH (~$1.3B) I wasn't satisfied with publicly available data so I made a @dune dashboard, here's a thread of some new charts I put together

September ! 🫡🦁

Lookonchain Tracker: dune.com/Marcov/uniswap…

Locking the camera to the stars instead of the horizon changes everything. It’s actually kind of terrifying to see the Earth spinning beneath us like this. 🌍🌌

bids.pics now also shows the time when a block was first seen in the network and highlights the winning bid and builder.

the monster has been unleashed. the $RAIL valuation report is live. 40 pages, 40 minute read. messari.io/report/a-valua… it is an enterprise report, so only Messari enterprise clients have access. HOWEVER, let's break down the key points: 1) what is RAILGUN?

Railgun is built on Ethereum. RAILGUN - Private Ethereum DeFi is a privacy system that enables shielded transfers and interactions with DeFi on Ethereum using zero-knowledge proofs. It shows how privacy can exist on open, public infrastructure without sacrificing decentralization.

I'm not a buyer yet, but if I were to be a buyer, imo the areas to watch for $BTC are: ~$80K: Nov '25 low, local low of this "bear" ~$74K: April '25 low, Tariff Tantrum low, just below $MSTR's cost basis (~$76K) ~$70K: Top of $50-70K range, near '21 high ~$58K: 200W SMA &

Lot to be excited about in Ethereum lately. — Explicit plans to “greatly” scale L1 — Formal team for Quantum resistance — Retheorizing the role of L2s so they expand app design space, rather than extend what already exists — Native rollup precompiles + interop — AI agent