"Celestia doesn’t need to win the DA fee race forever. It just needs to win long enough for interop to lock in."
Great point. Let's see if they solve interop
@Derm
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"Celestia doesn’t need to win the DA fee race forever. It just needs to win long enough for interop to lock in."
Great point. Let's see if they solve interop
"“where will the power come from,”"
What about "where will the copper come from to support this amount of electricity demand?"
Are general purpose chains able to change their approach to giving back MEV to apps? Something like what NEAR does already (30% back to apps)
"‘Harris Win’"
If Harris wins and removed Gensler, will the market even care at that point?
MPLX?
"Is this the low for the year on the ETHBTC pair?"
As mentioned earlier, "flows are king". Will speculative ETH flows outweigh BTC ETF flows? Seems like a tough hill to climb
You don't think 2024 will be similar to 2020 or 2016? (excluding COVID)
Is this bearish because it highlights ME's desperation to get market share back? Or bullish because it shows ME's willingness to change strategy? Impact to Tensor short and long term?
"This will likely drive them towards more cost-effective, monolithic blockchains like Solana and Avalanche"
Is Avalanche really considered cost effective? Just this month, we saw fees spike on Avalanche all driven by COQ, the AVAX dog coin. Similar to Pepe driving fees on Ethereum back in Q2 2023. Maybe cost effective when considering subnets, but they are completely different chains essentially
"Compressed NFTs."
Do we see Solana NFT infra related projects doing well because of this? Metaplex? Tensor? ME? etc
Are their any platforms that show the economic activity of ICS today? Value to ATOM holders?
"If Solana were to go from 3% to 10% liquid staking penetration, it would triple (3x) the available liquidity for Solana’s DeFi ecosystem."
What do you think the market share limit is for Solana LSTs given a high % of SOL staked is held by the foundation (20%) and key insiders/funds?