Justin Bons

Justin Bons

61,782 Twitter followers

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Founder & CIO of @CyberCapital Europe’s Oldest Cryptocurrency Fund, full-time crypto researcher since 2014. My words are my own & are not investment advice.

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real men admit when they are wrong and you just proved that you are a real man. $ETH twitter.com/gtofweb3/status/20...

respect for correcting it openly. most people just move on and hope no one notices. the important part here is the shift in methodology. measuring nakamoto coefficient by stake gives a much clearer picture of real control than just counting validators. credit where it’s due to 0xMert for backing it up with actual data. this kind of back and forth is healthy and how the space gets more accurate over time. twitter.com/Foridul0x/status/2...

I was wrong about Solana! As I claimed that SOL had a Nakamoto Coefficient of 21 In reality, SOL's NC is 11. A major mistake I am owning up to now! Credit to @0xMert_ for proving me wrong with good arguments & data My new NC methodology is based on stake instead of validators:

It's for you and for chains that want to go Global. If you're a crypto investor you should evolve as time passes without that you will just be behind the curve. For every must scale to survive if the chain can't handle global demand it becomes a relic. Look wider before being in anything even if that's Ethereum, Bitcoin or anything. Video CC : @Justin_Bons

Valid point. I hope that @Mysten_Labs will add more Sui validators

SUI was DDoS attacked yesterday causing mass delays Proving again that 127 validators is not enough Sufficient decentralization demands a larger attack surface Let this be a lesson for SOL not to let validator counts drop too low. We must win on scalability & decentralization!

SUI was DDoS attacked yesterday causing mass delays Proving again that 127 validators is not enough Sufficient decentralization demands a larger attack surface Let this be a lesson for SOL not to let validator counts drop too low. We must win on scalability & decentralization!

hey @Justin_Bons , solid breakdown. the btc security budget math is what got me thinking most that 0.47% vs 28% relative security gap is massive and nobody talks about it. and you're right about the scarcity narrative flipping. if $BTC has to inflate to survive while $SOL fee burn model potentially goes deflationary, that changes everything about the "digital gold" story. $ETH sitting in the middle not even getting mentioned here says a lot too lol thanks for actually running the numbers instead of vibes. respect.

Solana is Bitcoin 3.0 SOL is more decentralized, more scalable, more programmable, more private, more secure & more scarce All based on measurable objective metrics! So, if you care about cypherpunk values, stop playing pretend with a pet rock & join the crypto revolution: 🧵

Very technical post about why $SOL might prosper. A good read!

Solana is Bitcoin 3.0 SOL is more decentralized, more scalable, more programmable, more private, more secure & more scarce All based on measurable objective metrics! So, if you care about cypherpunk values, stop playing pretend with a pet rock & join the crypto revolution: 🧵

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