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David
25.4K posts
> I tried a new barber today since this haircut (was in dire need). > He gave me the cleanest fade I’ve had in like 18mo. > He asked what I did for work. >I told him I’m in the crypto industry. > I proceed to tell him things to buy (he buys some things on Coinbase 5min laterI have to break up with my barber. He messed up my fade and didn’t trim my top properly. I feel like I just got cheated on.- Stripe, one of the most successful fintech companies in the world, choosing to not build a rollup on Ethereum, is not very ultrasound cash money of them.
- Coinbase aggressively moving onchain (h/t @jessepollak) is going to be looked back on as one of the greatest US corporate strategic moves in recent history. Wall Street still doesn't understand Coinbase, and it won't for some time. A CEX today, but tomorrow a platform
Base DEX volume driven by AI Agent tokens launched on @virtuals_io just hit a new all time high at 12% of total volumes - It’s probably the generational top for Binance.
- Coinbase is going to be the financial cloud of the global economy. Trillions.We’re collaborating with @Citi to build the future of payments. →Exploring making it easier for Citi clients to use digital assets →Unlocking the power of stablecoins for payments →Improving on and off-ramps Time to make digital assets an integral part of the global economy.
- Buying back your own token is dumb and should be the last thing you do as a revenue-generating protocol unless you’ve explored all other options for revenue expansion. If you HAVE to buy back, DONT burn it. LP it. Buyback and burn is the biggest psyop. For the love of God
- I’m so over the L2 vs L1 debate (and what constitutes an L2 and what doesn’t). Literally nobody cares. Nobody even knows the answers to the semantics. We have enough secure blockspace. Build a consumer application. Pls.
- Another prediction on top of this prediction: Coinbase chose Optimism Robinhood chose Arbitrum X is going to choose SolanaReplying to @EffortCapital
- DeFi was supposed to bank the unbanked, but an overwhelming majority of dApps look terrible on mobile devices (which are the major way developing nations consume digital content). Crypto needs a mobile-first pivot asap.
- Arguably one of my favorite tweets of all time.
We still doing the revenue meta? Earnings tomorrow. - dYdX choosing cosmos stack should not be understated. They are leaders in DeFi - literal OGs. Your favorite CT trader that is bearish on this decision is upset because they have no alpha on Cosmos eco and regurgitate the same narratives they hear elsewhere.
