nairolf

nairolf

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complex concepts in easy words | threads in highlights | ily 🫶

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every single time a project tweets “big week” we make new lows every. single. time.

11 chains 6 apps 2 stables 1 centralized exchanges mindshare is still skewed toward infra (not for long)

thesis confirmed for ethereum? blockchains feel absolutely inevitable at this point adoption is just a time problem now

*Walter Bloomberg

JPMORGAN LAUNCHES FIRST TOKENIZED MONEY MARKET FUND ON ETHEREUM -- WSJ

complex defi strategies packaged into a single deposit click will 100x people dont want to learn mechanics they want one button and 10% yield

just realized i pushed literally zero transactions last week shit

monday mindshare: - biggest winner: DeFi, with aave and meteora leading - solid week for AI, driven by thoeriq - stablecoins + RWAs back in the spotlight - prediction markets and robotics cooling off a bit - biggest loser: privacy, with FHE and ZK struggling twitter.com/0xNairolf/status/2...

consumer defi will be the biggest onboarding event crypto has ever seen (with high retention)

JUST IN: European Central Bank says Bitcoin is “on the road to irrelevance”

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