TDR.hl retweeted
Great article
TLDR: based on its revenues grass should trade at $1.86… based on its competitor’s valuations it should trade at over $3
But, it’s at $0.7 because it’s a equity like crypto token and not a high fomo exclusive sv raise only a few people can get in on
Higher
Note: dcf cap holds solana:Grass7B4RdKfBCjTKgSqnXkqjwiGvQyFbuSCUJr3XXjs
TDR.hl retweeted
Kinda tired of this space tbh. Everything is constantly about memecoins the last few years. Men in their 20s, 30s and 40s are PVPing each other over cat and dog coins. The more retarded meta, the bigger the hype.
TDR.hl retweeted
Robinhood Chain just did $38.72M in fees over the last 30 days
That’s more than:
- @solana: $23.38M
- @BNBCHAIN Chain: $21.35M
- @ethereum: $12.61M
- @base: $5.19M
And the funny part is: Ethereum is the landlord, but the tenant, Robinhood, is making more money than the landlord itself
According to L2Beat, Robinhood Chain only paid around $398 to Ethereum for data posting and verification
Ethereum spent years building around a rollup-centric future, but the economics are starting to look awkward: L2s can grow, generate millions in fees and keep most of that value for themselves, while Ethereum gets paid peanuts for settlement
Vitalik basically acknowledged this problem in February 2026, saying the original vision for L2s “no longer makes sense”
Let’s see if Ethereum’s upcoming upgrades can change that
TDR.hl retweeted
roblox has been around longer than bitcoin 🤯
few are patient enough, because there is no soul or passion to what they're doing & they do not love it
1. gamers and kids historically hate crypto mainly due to multiple recurring cycles of GPU shortages due to crypto mining demand (similar to how they hate AI now)
2. nfts became more mainstream than crypto for a while and left nothing but ashes in its wake, not only everyone that participated is down astronomically, but also some game studios like ubisoft publicly experimented with nfts, amplifying the hate
3. meanwhile roblox just focused on creating really good product without trying to force crypto into it for no reason whatsoever. mind you roblox has been around for longer than bitcoin (!) they've had 10x more time to fail and re-learn things that "web3 gaming" companies don't even know about
4. scale is really important. a game like "sandbox" is never going to reach minecraft-scale if all it has going for it is pumping shitcoins. it's actually laughable to think it could. there's a reason uber-popular games like roblox fortnite and minecraft have turned into platforms and that reason is SCALE. when every kid on the planet double-clicks the icon of one of those 3 to connect with friends in the afternoon, it means they have a huge distribution/discovery advantage. retarded web3 wannabes simply have no chance to compete, it's not remotely close. even successful web2 games rarely ever get to this level (basically only 3 games managed to), the idea that web3 games that everyone hates would get to that level is insane
TDR.hl retweeted
$MON TGE today.
Simplest Monad airdrop play is still liquid staking. Stake and forget while farming points.
If Monad does well, one of the $MON LSTs will be Lido of ETH and Jupiter for Solana.
Question is which.
I look for:
- Exclusive to Monad
- No TGEd yet
- Already integrated into Monad eco DeFi apps (lending like @Curvance , DEXs etc)
------
@0xFastLane → shMON:
Just announced Points with two modes: Earn points and yield or degen mode to earn just points.
Extra points to use in DeFi.
shMON should return MEV and infra fees back to holders.
Backing: $6m seed by Figment Capital, HashKey, Robot Ventures, Coinbase etc.
Backing is important as it provides exit liquidity for airdrop.
@Kintsu → sMON:
Built more like 'a safe and simple collateral' for DeFi.
Raised ~$4M Seed from Castle Island Ventures, CMT Digital, Spartan Group etc.
@MagmaStaking → gMON
I like that gMON brings Ethereum-style Distributed Validator tech to Monad that splits one validator across many operators, removing single-point failures.
Underrated feature.
Raised ~$3.9M seed from Animoca Ventures, CMS Holdings, Maelstrom (Arthur Hayes), Veil VC, RockTree Capital.
I bet they will have Arthur Hayes shilling it during TGE.
----
Notes: I will skip aPriori. Already TGEd and token trading on Ethereum.
Gut feeling not good.
Which LST is the best bet?
I'm still considering my bets.
TDR.hl retweeted
StablesLabs potentially mishandled users’ funds by bridging the funds and opening a 30x long on Hyperliquid.
Last week's must know DeFi updates and launches:
todayindefi.com/lwid/usx-cap…
TDR.hl retweeted
"I think we're in the complacency phase"
Rob and Santi discuss where are we in the current market cycle @HadickM @santiagoroel
TDR.hl retweeted
$3 trillion industry
Have we earned it?
There is no version of this universe where crypto is a screaming buy when we only have 40M active users using these networks and little revenue to show for so-called “network effects”
"I think we're in the complacency phase"
Rob and Santi discuss where are we in the current market cycle @HadickM @santiagoroel
