Jacob Czepluch

Wallet linked to Ethereum co-founder Joseph Lubin moves 110,000 ETH to defend $259M DAI debt position

Most people compare Hyperliquid to Ethereum and Solana. @mdudas's frame is different: it's closer to Tether. The no-KYC offshore market, not US perp regulation, is the real moat. 🌊

Ethereum Foundation has been the big winner. In the past few months alone it has sold 25000 ETH to BitMine at a $2400 average price. Which is a 35% premium to today's price. It has sold about $700 million worth of ETH in the past 5 years to "fund operations" at a $3500 avg price.

bonus: tacit on ethereum. And it does something new. > confidential tokens whose notes are Bitcoin-curve-native and cross-chain (using ecrecover tricks) >> "privacy layer" for both bitcoin and ethereum

DeFi Big story is @Ethena’s USDe on Solana: → Kamino's Ethena market crossed $400M, within 24 hours of launch → Deposits across @Jupiter Lend & @Kamino exceeded $1B in days Solana is Ethena's second-largest chain by TVL outside of Ethereum. https://x.com/1949221908131528704/status/2056230756264

In hindsight Zcash has always been in an uncanny valley Bitcoin offers a simple blockchain and a solid asset. The asset is the selling point. BTC can be bridged to Ethereum and used in DeFi without undermining itself. Ethereum offers a platform for complex applications, of which privacy is only o

I don’t think ppl fully comprehend the network effects that Ethereum has in the developer community. There is so much more tooling for EVM development, and solidity in particular, than any other crypto developer platform in the world. It’s not even close. When it comes to building in this industry

what an ethereum dev can build on bitcoin in a month https://x.com/tacitfi/status/2062996615229792674

I was early, not wrong. Tether did flip Ethereum. https://x.com/Excellion/status/1922046371323859117

RT @MilkRoad: David Hoffman: "The decision to sell my $ETH came from seeing a difficulty in the Ethereum network being market competitive."…