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Boop.Fun leading the way with a new launchpad on Solana.
Andrew Huang ⚡️⛓️
Internet capital markets are winning
9.8. klo 20.14
Feel more confident that USDe will become a $50b+ asset in the next 3yrs than if you had asked me if we would get to $10b when we first launched.
To date we have minted & redeemed $18b+ in supply returning $450m+ in cash rewards to (s)USDe users without a single basis point of loss.
Hard to put into words how grateful we are for every single dollar that has helped to bootstrap us to this milestone.
Without you Ethena would be nothing; and I would be no one.
1,84K
This was the thesis for starting Conduit in late 2022…
Apps will continue to build their own chain and/or build a tight ecosystem around them.
1. Successful apps provide a moat to their ecosystem
2. Powerful infra is ubiquitous
3. Full control on customization
4. Value capture (gas+MEV)
6.8. klo 04.42
think we’re going to see start seeing many more of the hybrid platform approach like Hyperliquid where you build both:
- general platform for others to deploy on
- the core killer app(s) on it
3,5K
Have been saying this since 2023… Apps are in the drivers seat
Apps will continue to build their own chain and/or build a tight ecosystem around them.
1. Successful apps provide a moat to their ecosystem
2. Powerful infra is ubiquitous
3. Full control on customization
4. Value capture (gas+MEV)
6.8. klo 04.42
think we’re going to see start seeing many more of the hybrid platform approach like Hyperliquid where you build both:
- general platform for others to deploy on
- the core killer app(s) on it
352
We have reached a saturation point on new undifferentiated chains
Chains must differentiate on gtm and applications…
Fortunately many teams adjusting now
1.8. klo 19.09
We reached an L2 saturation point:
Aave deployed on 16 chains, but the new deployments are operating at a loss (Soneium, Celo, Linea, zkSync, Scroll).
As a result, Aave is unlikely to deploy on Bob BTC L2, even though it passed the temp check vote.
Now, a proposal on the Curve forum suggests cutting all future or ongoing L2s.
Reason? They generate barely $1.5k USD in fees while costing the team financial and time resources.
Real tough time for undifferentiated L2s.
6,97K
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