0xGreek retweeted
Most people follow the tape and most people that manage money cannot afford to stay sidelined. We are going to see the biggest bear market in my lifetime in 2025 but the market is bullish so people Will get sucked in. monetarists know what happens down the road when you run negative M2 in a fiat economy
0xGreek retweeted
the fact that L1 gas is staying cheap while simultaneously L2s are absolutely raging and taking off is extremely bullish for Ethereum longterm
if you don't understand, i'll take the time to explain it to you:
- Ethereum ecosystem rationalization is finally happening, and many new apps don't need full L1 assurances & interoperability, but want access to ETH liquidity
- L2s have a sufficiently proven value proposition now (cheap settlement with eventually censorship-resistant access to ETH)
- so new apps are launching straight on L2s and becoming breakout successes, onboarding many times more users than they would have been able to attract on L1
- new apps on L2s still mostly use ETH as the medium of exchange and store of value asset. many L2s also use ETH for gas
- long-term, L1 blockspace will only be used for 1) very high value settlement and maximum security value storage (which will still be a strong driver for L1 blockspace demand) and 2) for L2 settlement via blobs (likely to remain cheap for a while)
this has been the thesis for a very long time, now a reality
declining L1 blockspace demand while L2s are surging shows it's now actually happening
incredible
0xGreek retweeted
People are gunna get really tired of hearing me say “I minted @mypethooligan” when this is all said and done 🤞🙂↔️
0xGreek retweeted
@Delphi_Ventures has been thrilled to back @mypethooligan powered by the @karratcoin. While I can personally say the team are one of the finest in web3 to work with.
With the KARRAT Foundation coming more out of stealth and picking up steam I thought it was a good time to cover MPH! 🧵👇
xitter.gq/karratcoin/statu…
The KARRAT Foundation. Empowering gaming, entertainment and AI ecosystems.
Ignite your passion for innovation and embrace the future... $KARRAT
0xGreek retweeted
Man did we have a great time playing around 😁
This lil fun is for the #karrotgang
@mypethooligan is cooking something massive!
And it continues to rapidly improve each update...
0xGreek retweeted
I am what I am, I’m a HOOLIGAN!
The grind for success never stops!
Extra long Sunday BTS and 3XP recap, enjoy…👇
0xGreek retweeted
Introducing CryptoPunksBids! A fully on-chain, decentralized, feeless and permissionless way for you to bid on floor punks (with no wrapping).
medium.com/@mousedev2/introd…
0xGreek retweeted
Here's the US 2Y Bond relationship with SPX
We've had the goldilocks phase in markets & are currently pricing in the next increase in the Fed Funds Rate.
>Disinflation led to liquidity injection & transitory growth
>Reflation seems likely now; 'sticky' inflation & tight labour
0xGreek retweeted
If you understand nothing about the #bigflip are are not into SOFR curve trades, won’t be trading bond futures, yet wanna take away something simple that can have an important and lasting impact on your trading year, let it be this: $ did not peak yet for this cycle.
0xGreek retweeted
> own the exchange
> have access to the order flow
> prop desk to trade against it
> offshore jurisdictions to avoid regulations
> multiple funding rounds at 11 figure valuations
> access to every seed round & deal in the industry
And you still managed to lose everything.
0xGreek retweeted
Joel Greenblatt compounded at 49% (!) from 1985 to 2005.
And the best thing, he taught a Columbia Class on how to do it.
Here are 7 Investing Gems from his Columbia Classnotes👇🏼
