Thoughts on Pump and Let's Bonk The incumbent usually wins. Uniswap, Aave, Lido, and MakerDAO come to mind. Pump can integrate new features (bot protection, more transparency). But at the end of the day, it's not really about features. Brand. Execution (ability to pivot/iterate). Users/community. Integrations/Network Effects. Capital. Token economics. Incentive alignment with users. These are the things that *should* produce the long-term winner. Let's Bonk has siphoned users so far. But we haven't seen them onboard *new* users like pump just yet. It's going to be a marathon, not a sprint. --- Shared long-form thoughts with readers of @the_defi_report today. See below for access 👇 --- h/t @Adam_Tehc for some fantastic data on @Dune

Most creators spend years building audiences before they see a dollar. On @zora, powered by @base, a creator can go viral on day one — and instantly earn. “It’s not like, ‘Oh, you have to get X followers.’ Or ‘You have to live in Y country.’ Or ‘You have to wait 60 days for a payout.’ The immediacy of my content is valuable and I’m earning for it is really, really profound.” One woman made a viral post and earned $3,000. Another: $8,000. @jessepollak and @brian_armstrong have earned tens of thousands in a week. But the point isn’t just the money — it’s the shift in creative sovereignty.

Mini apps on @base could be the biggest unlock since stories and feeds. @jessepollak puts it simply: "That ability to turn the post into this canvas that anyone can build and that anyone can make a viral hook… that’s probably the biggest net new form factor." You’re not just publishing content — you’re shipping software. In a scroll. In a chat. In a tap. Crypto-native UX is finally doing something Web2 can’t.

resharing sydney sweeney’s latest instagram post bankless tv base day market cap up only

We're live with Bankless ✈️ @wagmiAlexander joins @TrustlessState to discuss the future of Aerodrome Catch the full episode here 👇

BANKLESS TV 🟦 BASE DAY 🟦 - @jessepollak | @base - @wagmiAlexander | @AerodromeFi - @LukeYoungblood | @MoonwellDeFi Join us now 👇

Although I’m extremely busy with cooking something at the moment, it was great to drop by @BanklessHQ to talk Ethereum

LIVE NOW - Why I Ditched Bitcoin Mining for Ethereum The race for ETH supremacy among public companies is heating up—and @BitDigital_BTBT is charging hard. CEO @SamirTabar joins us to share why they’re going all-in on Ether, how they're copying @saylor's playbook (but for ETH), and what sets BitDigital apart from the rest of the pack. We talk staking strategies, ETH yields, competitive dynamics, and the explosive rise of ETH treasury companies. This is the next phase of institutional Ethereum adoption—don’t miss it. -------------- TIMESTAMPS 0:00 Intro 0:57 Why ETH? 10:49 Ethereum TAM 12:11 Bit Digital 14:18 ETH Treasury Competition 19:07 Is This a Bubble? 21:30 Risks Involved 24:15 Financial Engineering 28:31 ETH Staking Yields 32:15 Ditching Bitcoin Mining 38:02 How Big is This? 40:09 Why Bit Digital? 41:37 Closing & Disclaimers

Today in @BanklessHQ: a toolkit for your onchain private life 🥷 @davewardonline runs down the privacy protocols that let you transact free from wandering eyes. feat: @zkp2p @RAILGUN_Project @fluidkey @0xprivacypools @Veildotcash link to full read below

Killer ETH report by @artemis "Much like how Bitcoin overcame early skepticism to earn recognition as “digital gold,” Ether (ETH) is establishing its distinct identity—not by emulating Bitcoin’s narrative, but by maturing into a more versatile and foundational asset. ETH is not simply analogous to a cloud computing security, nor is it limited to serving as a utility token for transaction fees or a source of protocol revenue. Rather, it represents a scarce, programmable, and economically essential reserve asset—one that underpins the security, settlement, and functionality of a progressively institutionalized on-chain financial ecosystem." Absolutely nailed it. Everyone go read.