Anyone claiming that Stripe and Circle launching their L1s is worse for Ethereum than Solana is wrong / lying. - Solana is the most reliant L1 on USDC. 70%+ of stablecoin supply on Solana is USDC vs <25% on Ethereum, BNB Chain, Tron, etc. - Solana would prefer if these chains were SVM over EVM. It'd attract more devs to its ecosystem. - Solana is the most corporate chain at the base layer. Ethereum L1 is not looking to win payments as much Solana. Deeply concerning for all of crypto but some more than others.

ask not how many chains will launch but who will connect them as more and more do.

thanks past me long and strong

imagine being a vc and just seething looking at the performance of your benchmark. couldn't be me. i am a builder.

eth is within 5% of its all-time highs the last time it was at these prices - - sbf was still commenting on the inefficiency of coinbase quarterly results - su thought 10,000 eth was dust - degenspartan was actively bearposting maker and DeFi - svb hadn't failed - interest rates were at 0% - multicoin was buying 8 figures of loot and now it is an entirely different world but eth is somehow back. truly one of the assets of all time.

someone onboard @sama to zora / farcaster and grok to @solanamobile / @EthereumPhone

The best people are drawn to complex problems where they can maximize their growth and create meaningful change Stoked about @kunalgoel coming onboard @LayerZero_Core, huge fan of his writing and work at Messari Protocol Investor Relations is more important than ever with all of our developments, reach out anytime :)

An extremely talent dense organization just got denser. Excited to have this finally public 💪

Thrilled to share that I’ve joined @LayerZero_Core to help build out the investor relations function alongside @Daryllautk. After leaving Messari late last year, I knew I wanted to move beyond just research and investing - I wanted to build. I spoke with several protocols and even explored a few startups, but nothing clicked. LayerZero wasn't really on my radar, but after speaking with Daryl, I was convinced. He is one of the sharpest, most high-agency people I've met. And so is the rest of the LayerZero team. Props to @PrimordialAA, @MaybeMaxPower, and @Richard_DTrick for assembling an extremely talent-dense organization. There is so much going on at LayerZero that it can be hard to keep up. My goal is to translate all its technical innovations and fundamental growth into clear, palatable insights for our public and private investors. In this, I hope to create a new standard that other top projects can follow. It's Day 1, let's build.

The LayerZero Foundation has proposed an acquisition of Stargate (STG). Bring the Bridge Home.