Exactly.

Love to see ol' friends about to ship cool stuff on an L1 that I've always been fond of and spent years contributing to. Shoutout to BrenJ🔺 and the Pakt🔺 gang.

You came to Monad Testnet for rewards, right?

It's exciting that Liquid Staking can be further improved to drive higher capital efficiency. Can we learn from this?

Hot take: Humanity over-estimates the negative impact of man-made climate change and under-estimates the negative impact that the natural cycles in the Earth's magnetic poles can cause. Not to mention the edge case threats that come from space weather.

Top 5 Market Sectors: By Market Share & Fees Generated 1. Stablecoin Issuers 2. Blockchains (L1) 3. Exchanges (DEX) 4. Liquid Staking 5. Lending However, if you get the number of protocols in each vertical to find the average of fees generated, the hierarchy shifts slightly;

Great write up Pat Kim.

Come learn about that sweet and savioury, tasty, fookin' yield. Fookin' is the key adjective here.

This guy could be wrong, but his argument is convincing and is worth adding to your macro analyses. x.com/i/spaces/1vOxw…

Last week, the SEC finally released long-awaited guidance on staking. Here’s the key takeaway: ✅ Solo staking is not a securities offering. ✅ Delegated staking via self-custody is not a securities offering. ✅ Even custodial staking-as-a-service models are not securities

I like the Pingu team. Don't miss this.

Those who are selling the idea that decentralization doesn't matter are merely spinning a narrative to use to extract value from you. Decentralization is absolutely vital, and performance should not come at the cost of security or openness. I like this Pat guy ngl.

See?

No VCs. Just organic growth and revenue — so much respect for Hyperliquid. That said, not every team will have the luxury to take that chance unless they've saved up the capital to bootstrap themselves. I do like it, though.

These kinds of wicks are why I prefer to trade spot. I'd rather grab a micro-cap meme coin with a fun community having a laugh with $100 than trade Bitcoin with 100x leverage. And if I ever trade with leverage, the max I'm going is 3x, but I still prefer to DCA and chill.

TL;DR 📍Foundations: Key for early crypto but now create friction and weak incentives. 📍Shift: New regs (e.g., CLARITY) and tools (e.g., DUNA) support company/DAO models with stronger incentive alignment. 📍Why? Companies/DAOs are market-driven, accountable, and scalable.

Wisdom