First law of crypto markets: Any permissionless token launchpad that gets attention will inevitably get weaponized by rugpullers

The irony of stablecoin adoption is that it will create a lot of real world value. But most regular token investors will make zero money on it

Biggest miracle of ChatGPT: it got me to use Word docs again Just so I can format long requests for Deep Research via word doc and attach them to prompt

x.com/i/article/1932…

Looks like Blockworks might be the frontrunner. Token Transparency Standard is awesome. x.com/knimkar/status…

Side effect of proliferation of stablecoins and stablecoin issuers: a lot of the world is going to get educated in "counterparty risk", the hard way 😅

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Are onchain yields doomed to get compressed as stablecoin adoption goes up? More businesses holding stables so presumably we'll see stablecoin treasury mgmt products. Trivial for these products to deposit in Kamino etc. Stripe going to ruin our fun. Great for borrowers tho

Equitization of tokens has happened much faster than the tokenization of equities And increasingly stocks trade more like memecoins, rather than memecoins like stocks. There's a lesson there somewhere, but idk what it is

What's the best "fundamental" valuation analysis that's been done on XRP? Genuinely curious to read

Agents teaching themselves to use Solana!

How do we feel about a future where: - All crypto projects drive 100% of value to token (and ideally submit to Blockworks transparency standard) - Teams then wrap token in TreasuryCo to give access to public market investors Seems win-win?

Enjoyed the Lightspeed with Eugene Chen Esp Eugene's observation that retail traders "don't mind" slippage if their loss they pay are recycled back to them via other incentives (various UA campaigns). Average person doesn't "feel" the loss via slippage, but "feels' the

Agree with this take. Though I don't see it as "democratization of investing" More like "if people think an asset can return a lot, they will give away control / protection / visibility" - Owning Facebook, despite Zuck's supervoting Class B shares - Owning memecoins, despite