Sublime

upcoming things im paying attn to (and have seeded projs in): megaeth (gte/teko/cap/euphoria) hyperevm (pvp/hyperdrive/hyperstable/dexari) lighter will republish updated private investments at some pt

Brand identity video for Base—a faster, cheaper Ethereum Layer 2 built by Coinbase. What began as an internal experiment for the Coinbase team, has now grown into a new frontier for onchain creativity. Shifting from infrastructure to invitation, the brand took shape through a logomark derived from Coinbase, a vibrant... See more

@nickmartitsch I'm especially excited about the treasury management play - but only works if you can offer businesses yield, although my key question & concern is as fed rates fall how do you maintain high yields (bar an @ethena_labs style play)

Y'all I was just notified of something mind-boggling, in the current context, by the inimitable @sbetamc: The beacon deposit contract for all staked ETH was deployed by an address ... funded from Tornado Cash.

Still think EIP-7503 is worthy of attention. In short, it creates an Ethereum-wide “privacy pool” where every ETH sent to an untouched address looks like a deposit into that pool.

I track 100+ ETH wallets belonging to crypto funds to see how and what they are doing. Total holdings in March: $14.8B Total holdings now: $2.2B So funds are down roughly 85% on-chain. It's by no means fully comprehensive but a good enough sample to show some trends