Looking at my Calendar for next week and it's packed with Devconnect events. Big smile on my face. Looking forward to seeing you chads there in Buenos Aires.

We're hearing signals from our customers (and our own experience) we are beating wallets, explorers & whatever Subgraph solution you have on latencies on our shared data infra. Imagine when people discover our low-latency nodes. You can literally front-run protocols😆

The current way emission schemas work for alts, will ensure none of them will reach ATHs

The current way emission schemas work for alts, will ensure none of them will reach ATHs

Crypto has 3 major user cases: 1. Trading/speculation 2. Payments 3. Network effects (financial, product, social) Bear markets and liquidations cause low trading volumes. Opportunity lies in 2 and 3. They will be at the base of the next bull market.

Enterprises are moving their onchain data streams to dedicated nodes. Blockchain data infrastructure is changing, with a need for more performant indexing nodes. Finance, fintech, and payment companies in need of blockchain data realize the current indexing networks aren't

"infra X is being commoditized" with X being L1/L2s, RPCs, data infra. I'm hearing this statement often at conferences as counter argument for ignoring a product/sector. Commoditization means the layer on top has to differentiate better, but it is also healthy since this

The girl at the mate stand just straight up poured boiling water over the mate 😭

The indexing and onchain data space is fundamentally shifting. They have to keep up with the faster chains, while simultaneously improve to meet builder needs. In turn the builders have to update their knowledge, since the wrong data infra will set you back months of dev time.

Payments will revive DeFi Leveraged stablecoin farming strategies and vaults masked as stablecoins made a dent in DeFi. The stablecoins increase onchain is a result of payment activity. This activity will enable new sources of yield. That yield will come in the form from

GM from Patagonia This cycle we touch mountains instead of grass.

By now you should understand that most DATs and liquid funds were mostly exit liquidity for teams and early investors, not specifically bullish for token prices.

Sip mate and ship

LLMs and video gen models will have a Cambridge Analytica moment. A hidden stream that will influence politics and whole states, possible through open backdoors with social media exploitation by smart organized parties. The AI revolution going smooth so far, too smooth...

We've been doing research on the data streams for prediction markets and the opportunity seems massive to do arbitrage. The more prediction markets pop up, the more opportunities. Build some matching/execution engine on top and start printing.

Theres an edge for good infra around a prediction market. Good infra makes algo trading and arbitrage easy. The winners will drive volume because they innovate on the trading infra