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@0xBreadguy Avatar @0xBreadguy BREAD | ∑:

Ethereum is seeing significant developments, with discussions around its security budget, yield generation, and the importance of fees. The ecosystem is also seeing new initiatives, such as MegaETH, which aims to accelerate founder growth. Meanwhile, other chains like Solana are facing critiques around their approach to ecosystem building.

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Social Influence #

Social category influence cryptocurrencies #3501 exchanges #903 finance #3528 stocks XXX% technology brands XXX% currencies XXX% gaming XXX% nfts XXX% social networks XXX%

Social topic influence ethereum #411, hyperliquid #69, mega #1963, bnb #1274, blockchain #52, megaeth #21, realtime #23, chains #355, solana #321, coins #1784

Top accounts mentioned or mentioned by @megaethlabs @aeyakovenko @rarible @stayloudio @tuteth_ @schizoterminal @beastico @iwantlamboape @lukecannon727 @_mackinac @0xmons @soul_eater_43 @barthazian @beast_ico @vitalikbuterin @0xultra @hotpotdao @drucritt @pittbossss @iamcodeneo

Top assets mentioned Ethereum (ETH) Solana (SOL) PumpBTC (Governance token) (PUMP) Scroll (SCR) PayPal USD (PYUSD) StarkNet (STRK) Polygon Ecosystem Token (POL) Azuki (azuki) Gas (GAS) Morgan Stanley (MS) VeChain (VET)

Top Social Posts #

Top posts by engagements in the last XX hours

"People are ascribing Solana/Base-like outcomes to it where you might get a flourishing app ecosystem with wide scope (like DePin Zora etc etc). But it's just a supplement to Hyperliquid. You'll get some apps that work as supplements to Hyperps and some standalone defi stuff but reality is it's not built to handle app load (like Ethereum mainnet). If it comes it will be many years into the future and by that time everything else will have also 100x'd. I'm a believer of an app-value future though so I think market broadly is improperly assigning value to infra over apps (like Hyperliquid)"
X Link @0xBreadguy 2025-10-14T23:11Z 55.9K followers, XXX engagements

"As part of my tradoooor arc I'm calling my first shot: Put in a short on $PUMP BNB is (and will continue to) steal the trenches from SOL which means everything down for PUMP. Tokens Graduates Volume Revenue (and buybacks). Already seeing this materialize in the data and I think you will see selloff from trench warriors to gamba on top of people bearposting numbers going down. Short term trade as I think PUMP is X of X actually valuable things to come this cycle without massive VC overhang"
X Link @0xBreadguy 2025-10-08T15:20Z 56K followers, 46.9K engagements

"Biggest liquidation ever in crypto"
X Link @0xBreadguy 2025-10-13T11:07Z 56K followers, 3921 engagements

"Nearly complete. Waiting on a few accent pieces and then I'll do a walkthrough on what I chose for the new office and why. Feels so good to have an actual working area again 🤗"
X Link @0xBreadguy 2025-01-30T02:55Z 55.9K followers, 34.5K engagements

"@Tyler_Did_It Counterpoint: Wallstreetbets obsession with 0DTE for eons and going strong. It just becomes loss porn"
X Link @0xBreadguy 2025-10-06T21:07Z 55.8K followers, XXX engagements

"Vitalik supports treasury companies"
X Link @0xBreadguy 2025-08-08T11:05Z 55.9K followers, 4704 engagements

"I hate that I want to talk about MegaETH here but it pushes the Mega v Monad thing everyone does. Both are cool and will find their place. I will say though we've worked pretty hard to bring verification costs down. Stateless validation will let consumer grade hardware contribute to verifying the chain and even our full nodes will be heavily reduced because the sequencer will produce additional data (e.g. block witnesses) to reduce compute overhead. Actually dropping an article on it tomorrow"
X Link @0xBreadguy 2025-10-15T21:57Z 56K followers, 1139 engagements

"Holy shit it's actually the ticker. $MRE7BTC We have a new crowned champ for worst ticker alive followed closely by: Scroll - $SCR Paypal USD - $PYUSD Polygon - $POL"
X Link @0xBreadguy 2025-09-30T12:37Z 55.9K followers, 15.1K engagements

"We're seriously going to get full-fledged Pixar-level movies on the timeline within the next year. Fimmo Bread vs this morning's show. Scary good"
X Link @0xBreadguy 2025-10-11T14:01Z 56K followers, 11.3K engagements

"Bringing a net-new economic model to chains. If you've followed me you know I'm bearish purely tx-fee chains as a value accrual mechanism. USDm flips that on its head and allows MegaETH to scale its ecosystem and value simultaneously without being at-odds with one another. We're not done yet"
X Link @0xBreadguy 2025-09-08T16:10Z 56K followers, 54.4K engagements

"Hyperliquid whale goes short again"
X Link @0xBreadguy 2025-10-14T11:06Z 56K followers, 4228 engagements

"@KookCapitalLLC Kook is pretty cool though so close"
X Link @0xBreadguy 2025-10-06T13:50Z 55.9K followers, 3025 engagements

"@0x9212ce55 @0xmons It's a fair criticism of current constructions. We think we can boost some of the decentralization properties by rotating the sequencer amongst a set of multi-party nodes which would bring us structurally close to a Solana leader rotation-type setup"
X Link @0xBreadguy 2025-10-14T18:38Z 55.9K followers, XX engagements

"Zora is wrong on content coins but right on provence. No one wants to "own" someone's post. That's really really dumb and the market has repeatedly shown it does not want it. What it does potentially solve though is provenance. If I can provably link token-meme genesis it eviscerates the scam coin launch market and the fungible/duplicate ticker problem. The next question is: Do you bring token creation to existing platforms (bnkr/launchacoin) Or Do you create a new platform for content creation/tokenization (Zora) I tend to think the former is the most likely path for a successful product"
X Link @0xBreadguy 2025-04-30T15:57Z 55.9K followers, 14K engagements

"@SuhailKakar I heard people getting excited about Aster automatically bridging from Solana to Binance for people today. They didn't know that it's just a vault on Solana and you weren't even on BNB. It'll all just get more blurry from here"
X Link @0xBreadguy 2025-10-14T23:37Z 55.9K followers, XXX engagements

"Poker + TCG and only 10min games so fast/fun. Created by world-class Hearthstone and MtG players too (@OndrejStrasky). Going to storm the scene when live"
X Link @0xBreadguy 2025-10-03T15:59Z 55.9K followers, 8235 engagements

"More info: - Desktop recommended. Mobile signup is having issues with social linking on Sonar"
X Link @0xBreadguy 2025-10-15T13:38Z 56K followers, 1689 engagements

"Can't believe we're finally getting 7702 adoption (the protocol which can get rid of approve-swap steps) and it's just vibecoders trying to arb getting waxed by Quit. 🥲"
X Link @0xBreadguy 2025-10-14T02:44Z 56K followers, 9212 engagements

"@tokenoverflow Mostly "revenue source beyond tx fees." I put Mega having a stablecoin and being able to receive it's yield in this category the same as I put Hyperliquid perps"
X Link @0xBreadguy 2025-10-14T16:15Z 55.9K followers, XX engagements

"2025 is the iPhone top. Largely because their AI sucks. (My Pixel XX arrives today)"
X Link @0xBreadguy 2025-08-28T13:56Z 55.9K followers, 17.5K engagements

"Okay now what about when you 100x it"
X Link @0xBreadguy 2025-10-14T21:33Z 56K followers, 26.3K engagements

"Apparently it's a thing to collect Asian vehicles in PNW. Once a week I come across something like this just chilling on the street or in a mundane shopping center parking lot. They have so much character it makes me want one"
X Link @0xBreadguy 2025-09-13T20:26Z 55.9K followers, 6403 engagements

"@0xGumshoe Same. Guess when I chose to take out the largest perp position I've ever put on"
X Link @0xBreadguy 2025-10-12T16:16Z 55.9K followers, XXX engagements

"I made sprite sheets for a bunch of iconic crypto characters (plus bread). Pepe Pudgy Punks Azuki. Prompt at the bottom"
X Link @0xBreadguy 2025-04-25T02:18Z 56K followers, 165.2K engagements

"Guys look Plasma is using paymasters. .exactly how they're intended Of course it swaps to the gas token (XPL) to pay the validators. It's literally how that's supposed to happen"
X Link @0xBreadguy 2025-09-28T18:44Z 55.9K followers, 62K engagements

"I checked my Polymarket DMs to see if we ever exchanged. Shot my shot at X protocols while looking for roles as an "onchain citizen" post-career. Polymarket - Now raising at 9Bn MegaETH - Where I am now CMO/GTM Starting to think I have a nose for talent (even if left unread 🥲)"
X Link @0xBreadguy 2025-10-08T13:36Z 56K followers, 46.5K engagements

"Morgan Stanley recommends X% crypto allocation"
X Link @0xBreadguy 2025-10-07T11:05Z 56K followers, 7966 engagements

"The biggest failing of most chains is they don't respect the data community. Putting proper chain metrics on: DefiLlama Dune Artemis Flipside Blockworks Should be seen as a marketing budget If you're not exposed to the data community you basically don't exist"
X Link @0xBreadguy 2025-05-18T21:17Z 55.9K followers, 74.7K engagements

"Easiest part of my job is knowing that I work with a team that is hyper-aware of industry trends. That plus a craving for narrative violations at every level. It's hard to implement all of the time because the business team is (very) small but I'd go pound for pound against any other team in the industry right now"
X Link @0xBreadguy 2025-10-13T19:22Z 56K followers, 22.8K engagements

"Forgetting the shitposts I want to let everyone know this tweet is just registration and will be open until the 27th. There is no rush. Be careful. Official links/socials only. Our website has a dedicated tab for it: TOKEN"
X Link @0xBreadguy 2025-10-15T13:30Z 56K followers, 26.7K engagements

"People still don't see the unlock having a day X stablecoin will be for Mega. It now makes it an app+chain construction. One of very few in this industry. Building up DeFi liquidity in USDm from X sets the potential wayyy higher than any retro stables"
X Link @0xBreadguy 2025-10-03T15:35Z 55.8K followers, 7131 engagements

"L1 Premium will become Application Premium. Chains will stop being cut between L1/L2 and instead be cut by "do they have enshrined apps or not." No one will want infra-only coins"
X Link @0xBreadguy 2025-10-14T00:11Z 56K followers, 11.8K engagements

"The game hasn't evolvedit's dead. Airdrops will always result in lower-quality outcomes than finding people who are willing to put up capital in exchange for ownership. Intangibles can be used to isolate who and how much but anyone given something freely will value it less"
X Link @0xBreadguy 2025-10-15T00:22Z 56K followers, 43K engagements

"Class of 2017 rise up. My coins: VeChain Stellar Nano Ethereum"
X Link @0xBreadguy 2025-06-07T20:43Z 56K followers, 35.1K engagements

"Was nice of Trump to offer everyone some tax loss opportunities before the generational Q4 run. Thanks bro"
X Link @0xBreadguy 2025-10-10T22:23Z 56K followers, 5613 engagements

"So uh made a friend while working from home. Genuinely don't know what to do from here because he can't find the door"
X Link @0xBreadguy 2025-09-29T17:58Z 55.9K followers, 29.2K engagements

"Didn't know L2's were shutting down already. Kroma Stats Fees last 30d: $XXX Paid to Ethereum since launch: $968810 Couldn't find much user/fee data for this chain but have to think the ongoing costs of running L2 infra informed the decision to revert to a mainnet protocol"
X Link @0xBreadguy 2025-06-20T21:14Z 55.9K followers, 23.7K engagements

"Hot take: this doesn't actually matter and it's my bear example for EthereumL2 fee-generating arrangements Batches likely weren't posted to Ethereum because: X. It was costly and L2s are prioritizing costs X. This results in X impact to users Look at how erratic this posting is for the major L2s and yet the experiences are the same for all of them. Ink Arbitrum Abstract Base Katana - you name it and they either stopped posting or were crowded for space and widened their posting windows while congestion picked up. It literally doesn't matter to the everyday users. Like at all. Forced inclusion"
X Link @0xBreadguy 2025-10-11T10:57Z 56K followers, 12K engagements

"Articulating MegaETH's step-change in throughput has been tough for me. Moments pop up that help me though. Recently a single dev minted 500k NFTs in one shot. A single tx. .and he still only used XX% of the tx gas limit The world won't be the same once we're live"
X Link @0xBreadguy 2025-05-18T17:06Z 56K followers, 54.9K engagements

"@hotpot_dao Can't believe my brain now mentally maps TikTok to QVC"
X Link @0xBreadguy 2025-10-13T14:53Z 55.9K followers, XXX engagements

"@jayendra_jog To be fair that's a narrative for all open and permissionless systems and yet we still have Uniswap frontend raking in millions. There's some lockin there"
X Link @0xBreadguy 2025-10-14T14:55Z 55.9K followers, XXX engagements

"@megaeth_labs If you're getting blocked"
X Link @0xBreadguy 2025-10-15T13:18Z 56K followers, 28.9K engagements

"Anyone have insight into what an "integrated stablecoin FX engine" means for Circles new L1. opt-in privacy probably the most interesting thing about their config"
X Link @0xBreadguy 2025-08-13T11:08Z 56K followers, 6144 engagements

"97b92627ace5fde5558f7f941caab010676b9865acd28c2139650bf9873561d1"
X Link @0xBreadguy 2025-10-15T13:15Z 56K followers, 20.9K engagements

"Hyperps are undervalued (as an app) HyperEVM is overvalued (as an L1)"
X Link @0xBreadguy 2025-10-14T23:02Z 56K followers, 21.3K engagements

"@gladiatorsats Social liquidity farming"
X Link @0xBreadguy 2025-10-15T01:27Z 56K followers, XXX engagements