Remain convinced that abandoning L1 too early is Ethereum's worst mistake to date. The warning signs were all there with account abstraction mindshare overtaking EOA batch transactions, but there's an even nastier oversight

The most important crypto usecase…

Probably the biggest career alpha I can give to investment talent entering crypto after reviewing hundreds of applications past year:

Focus on bottom-up not top-down.

Rigorous bottom-up analysis and name picking will help you stand out significantly from…

As we gear up for the airdrop, please make sure you have linked your preferred wallet to your Grass account. After August 23rd, you won’t be able to change your linked wallet until after the airdrop.

If you haven’t linked your wallet yet, you will still…

This is aligned with what I've always believed: crypto is a relatively pure expression of monetary policy. In that sense it's extraordinary we have held up so well despite the adverse liquidity environment. And the best is yet to come with rate cuts set to…

Cool podcast from @TheiaResearch, paraphrase:

- "Narrative" investing is dying
- Crypto = internet in 2002
- Talked MEV accruing to apps, prediction/decision markets, "internet finance" keyword, revenue generating protocols

Refreshing non nihilist realism…

A full primer on cryptocurrency payments, with investor thoughts provided along the way.

I have been told that I need to "do less philosophizing and do more ethereum bullposting". Hence, here is an ethereum bullpost, courtesy of stable diffusion 3 inpainting + gimp.

The altcoin speculation Index is at its lowest point since July 2023.

This is the opportunity zone.