@ijaack94 Avatar @ijaack94 jaack 🛡️ 🔺️

jaack 🛡️ 🔺️ posts on X about avax, ethereum, zec, money the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence social networks cryptocurrencies #4606 finance technology brands stocks events countries travel destinations exchanges celebrities

Social topic influence avax #107, ethereum, zec, money, token, $eva #2, bitcoin, onchain, zcash, if you

Top accounts mentioned or mentioned by @routescanio @avax @avascanexplorer @evauncensored @luigidemeo @0xmert @lfjgg @ijaack94 @pharaohexchange @kevinsekniqi @scott_marlett @nobsfud @losyohana819 @grahamfergs @dorjidan @moo9000 @optimism @base @chiliz @jessepollak

Top assets mentioned Ethereum (ETH) EverValue Coin (EVA) Bitcoin (BTC) Zcash (ZEC) Solana (SOL) Avalanche (AVAX) Coinbase Global Inc. (COIN) Polkadot (DOT) Alphabet Inc Class A (GOOGL) zkSync (ZK) USDC (USDC) Cut Or Quit (COQ) Berachain (BERA) Multichain (MULTI)

Top Social Posts

Top posts by engagements in the last [--] hours

"After a day full of follow-ups and debriefs I would like to take a moment to assess what are the key takeaways from the #Avalanche Summit. 🧵"
X Link 2022-03-28T20:12Z [----] followers, [--] engagements

"2022 is all about subnets. Gaming projects and dapps are storming to Avalanche to take advantage of the breakthrough consensus protocol. This happens with subnets. C-Chain chain becomes the gateway to every 1M+ txs/day subnet"
X Link 2022-03-28T20:14Z [----] followers, [--] engagements

"- Do you count Wrapped AVAX circulating supply in AVAX circulating supply Or do you count it as part of the total or max supply AVAX needs to be wrapped in an ERC-20 contract to interact with dapps so the AVAX locked in the contract cant move from there"
X Link 2022-08-05T12:52Z [----] followers, [--] engagements

"Were also talking to a lot of new partners and ecosystem is growing really fast. I sense that when public TG groups are flooded (during bull market) partnership/closed TG groups are pretty silent. But during bear market the dynamic is reversed"
X Link 2022-09-29T14:50Z [----] followers, [--] engagements

"Looking to plan a few travels in November and December to speak about the future of explorer as we see it and what we learned over the last [--] years as a native multi-chain explorer. Good things going on WAGMI"
X Link 2022-09-29T14:50Z [----] followers, [--] engagements

"There are multiple aspects to consider when looking at a Trust Level: the bridge technology the bridge validators and the entity that develop both the technology and that operate the validators"
X Link 2022-11-14T17:36Z [----] followers, [--] engagements

"For example when thinking about WBTC on Solana when FTX/Alameda goes to [--] so does the token. That means that FTX/Alameda (the entity) had a much higher stake in the Trust Level than the tech. They were (maybe single-handedly) minting those tokens. https://solscan.io/token/9n4nbM75f5Ui33ZbPYXn59EwSgE8CGsHtAeTH5YFeJ9E https://solscan.io/token/9n4nbM75f5Ui33ZbPYXn59EwSgE8CGsHtAeTH5YFeJ9E"
X Link 2022-11-14T17:36Z [----] followers, [--] engagements

"@cloud_r3n The number of txs of StepApp will increase over time as we index more and more older txs. The number you see right now is not complete yet"
X Link 2023-01-02T16:42Z [----] followers, [--] engagements

"You can't do it on the address even and this is way more problematic if you want to scout your address for old txs or if the address is let's say @binance 's Hot Wallet that has hundreds of thousand of txs every year"
X Link 2023-01-20T17:50Z [----] followers, [---] engagements

"Well now you can do that on Avascan. You can browse endlessly both the transaction list and the the address tx list and go through all the 97000+ pages of txs from Binance's Hot Wallet for example: https://avascan.info/blockchain/c/address/0x9f8c163cBA728e99993ABe7495F06c0A3c8Ac8b9/ https://avascan.info/blockchain/c/address/0x9f8c163cBA728e99993ABe7495F06c0A3c8Ac8b9/"
X Link 2023-01-20T17:50Z [----] followers, [---] engagements

"@iwillpat @DeltaPrimeDefi @traderjoe_xyz @steakhut_fi @BenqiFinance @yieldyak_ @turddao What about @vector_fi They have gut yield through @Platypusdefi"
X Link 2023-01-25T14:01Z [----] followers, [--] engagements

"@yieldyak_ @DeBankDeFi You can always interact with it through @AvascanExplorer Example: https://avascan.info/blockchain/c/address/0x59414b3089ce2AF0010e7523Dea7E2b35d776ec7/contract https://avascan.info/blockchain/c/address/0x59414b3089ce2AF0010e7523Dea7E2b35d776ec7/contract"
X Link 2023-03-31T17:30Z [----] followers, [---] engagements

"@JoeBGrech Ad maiora Joe Thank you for everything you did at Chiliz and excited to work with you on new ventures including FMC"
X Link 2024-01-31T10:04Z [----] followers, [--] engagements

"PSA that some chains are still paying at least 1M/year to Etherscan for the explorer. My guesses: - BNB Chain (over than 1M but through staking rewards) - OP Mainnet: around 1.5M - Arbitrum: more than 1.5M for Nova and One - Moonbeam - Cronos - BTTC - Celo - Gnosis - Linea - Scroll - WEMIX / Kroma - ZKSync The others that I didnt mention could be paying 500-700k for what I know. Still dont understand why spend so much money on a single provider when market is much more efficient than this. https://twitter.com/i/web/status/1848653796282396896 https://twitter.com/i/web/status/1848653796282396896"
X Link 2024-10-22T09:13Z [----] followers, [---] engagements

"@bitcoinlfgo CHILLGUY"
X Link 2024-11-27T15:57Z [----] followers, [--] engagements

"@nobsfud Nothing bc gunzilla already did it"
X Link 2025-02-10T21:29Z [----] followers, [---] engagements

"We have some updates. We wanted to make a statement though that may interest no one or very few people. But still it matters to us. We're shutting down an explorer because even though it's popular in the community no one would fund it. And it's a shame"
X Link 2025-02-13T14:34Z [----] followers, [----] engagements

"Routescan is the first and leading multichain block explorer offering unmatched unification and aggregation"
X Link 2025-02-13T15:22Z [----] followers, [---] engagements

"Lastly we might provide a demo explorer to prove our value to potential clients. For instance we approached Mantle L2 on January [--] [----] before their L2 was on mainnet. Although interested in our product they were also in discussions with Etherscan"
X Link 2025-02-13T15:22Z [----] followers, [---] engagements

"Bullish on Mantle's future as a BitDAO spinoff we quickly made them a good offer. They were interested but our product lacked L1 L2 bridge transaction tracking and custom DA solutions like MantleDA. But the testnet launch was far off"
X Link 2025-02-13T15:22Z [----] followers, [--] engagements

"But in the meantime most developers were using our explorer as default for their contract verification and debugging workflows http://mantlescan.info http://mantlescan.info"
X Link 2025-02-13T15:23Z [----] followers, [--] engagements

"We secured the #2 spot after without advertising or targeting "mante explorer" and "mantle scan." Developers want Etherscan features but not necessarily Etherscan itself. Boba Network Avalanche and others chose us over the big player for a cost-effective efficient multichain solution. http://explorer.mantle.xyz http://explorer.mantle.xyz http://explorer.mantle.xyz http://explorer.mantle.xyz"
X Link 2025-02-13T15:23Z [----] followers, [--] engagements

"So what happens now Since Etherscan is in the market we couldnt sell any adv slots for our explorer because nobody is interested so we have to shut down the explorer. But we wont throw away the traffic and users because we gained those"
X Link 2025-02-13T15:23Z [----] followers, [--] engagements

"So well still continue to index Mantle even though there wont be a Mantle-specific explorer. When a user goes to or any other sub-link they will get the corresponding page on the multichain platform. http://routescan.io http://mantlescan.info http://routescan.io http://mantlescan.info"
X Link 2025-02-13T15:23Z [----] followers, [--] engagements

"If crypto were truly regulated in Europe and there be something like an 'Crypto Oversight Commission' like there's for Big Tech then there would be an anti-trust lawsuit filed for incorrect practices that aim to establish a monopoly in the industry"
X Link 2025-02-14T02:04Z [----] followers, [--] engagements

"But of course there's no such thing so etherscan is the biggest centralized point of the whole Ethereum community"
X Link 2025-02-14T02:04Z [----] followers, [--] engagements

"Super hyped to be part of @DeFi World [----] Were setting new standards for onchain data accessibility and this is the perfect place to connect debate and maybe stir up some trouble (the good kind 😉). If you're around lets chat brainstorm or just grab a drink. See you in the chaos of @DeFi World [----] #DeFiWorld2025-EthDenver"
X Link 2025-02-14T08:39Z [----] followers, [---] engagements

"📍Denver Colorado 🗓 February [--] [----] 03.00-03.30 PM 📓 Navigating Real World Utility and Security in DeFi https://de.fi/events/de.fiworld2025 https://de.fi/events/de.fiworld2025"
X Link 2025-02-14T08:39Z [----] followers, [--] engagements

"A sneak peek. Something is coming hopefully by the time we land in Denver. So excited for this"
X Link 2025-02-14T18:23Z [----] followers, [---] engagements

"@routescan_io You know"
X Link 2025-02-14T19:44Z [----] followers, [--] engagements

"ETHDenver is going to be PACKED. I don't even know all the panels I'm going to join. So much going on"
X Link 2025-02-14T20:57Z [----] followers, [---] engagements

"@web3Dav3 @routescan_io It is - hopefully we can work together soon to simplify even more"
X Link 2025-02-14T21:22Z [----] followers, [--] engagements

"@elonmusk @xai @grok can you explain what Elon is saying when he talks about manufacturing physical hardware and simulating entirely with AI"
X Link 2025-08-22T21:35Z [----] followers, [---] engagements

"@0xLamps @PlasmaFDN i have a feedback - there were zero routes from Avalanche to Plasma directly I had to go via Arbitrum why is that"
X Link 2025-09-26T13:02Z [----] followers, [--] engagements

"@resdegen Tether may actually be incentivizing USDT0 adoption. usdt is natively issued on each chain by tether directly while usdt0 is programmatically minted via layerzero on any chain its better if they want to move usdt(0) wherever the fee / market / incentive is better"
X Link 2025-09-26T13:11Z [----] followers, [---] engagements

"just a reminder that Toyota robotaxis will be powered by avalanche in [--] years - maybe less"
X Link 2025-10-02T19:44Z [----] followers, [---] engagements

"routescan now has [--] approvals out of [--] for the OP Security Council election approvals are up until oct. 15th so pls if youre on the top [---] delegate pls consider approving us my vision is to bring an external less biased opinion on scaling ethereum we are more agnostic than most actors in op we generally want to grow the pie so we'll act in the best interest without looking at competition and ecosystem fights and also transparently we're looking at increasing our brand authority so well act in the collectives best interest bc it means giving us exposure and recognition"
X Link 2025-10-10T22:02Z [----] followers, [---] engagements

".@aave announcing that they had 180M of liquidations over 75B in assets and most importantly out of 19B in cascading liquidations industry-wide overall means that money market are becoming the safest space to hold your coins and even go on some leverage but just a little i was happily surprised to see @BenqiFinance having double oracles and a failsafe to ensure that cascading industry effects wouldnt affect the money market hence both aave and benqi and probably many more money markets are what SAVED the industry from a true collapse like COVID or FTX the absolute number of liquidations is"
X Link 2025-10-11T09:37Z [----] followers, [----] engagements

"@cryptoshenoy @aave yes but pls also s/h to bend and other money markets who literally saved the day"
X Link 2025-10-11T10:01Z [----] followers, [---] engagements

"@0xpath_ i mined zcash a lot back in the day i actually didnt see if todays still feasible to do it with a desktop pc"
X Link 2025-10-12T20:28Z [----] followers, [---] engagements

"if you saw it it means it's working also I'm in it bc I read the whitepaper and mined zec in [----] I truly believe in the tech I also believe in bitcoin (I have more btc than I have zec) but zec is so aligned as the counter-argument to everything that's happening right now you can't possibly not see that"
X Link 2025-10-13T11:01Z [----] followers, [---] engagements

"yieldbasis launches today at 10am utc and i'm so excited i was waiting for a way to lock my btc for a non-subsidized yield and protect them from impermanent loss ironically the protocol has already been tested forn the biggest crash in absolute terms in crypto history and it worked fine the difference between subsidized and not subsidized is that the former is decided by people who have a direct control over emissions while the latter is based on market conditions this means that when the bear market comes (bc it will come not later than [----] if not in 1-2 months) and token incentives dry out"
X Link 2025-10-15T07:29Z [----] followers, [---] engagements

"every now and then i wander around the internet and find that people still haven't learned the basics of avalanche so let me write it very easily for y'all: - avalanche is a NETWORK OF L1 BLOCKCHAINS interconnected with an interoperability protocol called ICTT (interchain messaging protocol) that uses the AWM (avalanche warp messaging) cross-chain messaging system. an application of ICTT is Teleporter but there's also Tesseract - the avalanche c-chain is the main L1 on avalanche. NOTE: it's not necessarily the biggest the one with most throughput it's just the first EVM chain developed by ava"
X Link 2025-10-15T13:24Z [----] followers, [----] engagements

"this is the only way i can use a dex right now feels like if i use it to swap coins ill be poor much sooner trillions of cents hyperliquid @LFJ_gg pls do this i want to play coq @AerodromeFi i believe some of your charts will be pretty bumpy with volatile pairs lol might even be funnier"
X Link 2025-10-17T09:56Z [----] followers, [---] engagements

"i'm not usually one that does trading (in fact i don't) but seeing as people are divided on ct about crypto prices going up or down i decided to take a closer look at the charts a few months ago i studied the macro trend and realized that the btcusd pico top was always one month behind from [-----] onwards - in [----] it was at just shy of 20k on dec [--] - in [----] it was just shy of 70k (3.5x) on nov [--] in [----] i figured it would be around oct [--] and that came out to be true in fact i set a reminder for myself to sell some at the top on oct [--] the thing is i didn't sell anything that's because i"
X Link 2025-10-18T09:00Z [----] followers, [---] engagements

"we cant expect ava labs to do everything the built the thing theyre pushing the tech all over the world now its our turn we need to make the token work in an ever-changing environment that what ACPs are for and what eventually will be AIPs avax"
X Link 2025-10-18T18:18Z [----] followers, [---] engagements

"@zainbacchus @segall_max Can u sleep with it Isn't it bulky"
X Link 2025-10-18T18:53Z [----] followers, [--] engagements

"hm @grok is outpacing most models in trading 10k only second to deepseek and by very little guess market sentiment on twitter really does give you meaningful insights"
X Link 2025-10-20T08:19Z [----] followers, [---] engagements

"@coinbureau there's literally two spikes in every cycle and this cycle only shows one there's one missing and it's the one that starts today"
X Link 2025-10-20T08:26Z [----] followers, [----] engagements

"there are many many L2s out there but still eth L1 is capturing most of tvl and attention L2s should have been the catalysts of a quest on scalability for the L1 but it seems like it's only scaling tps and not value per l2beat value secured on l2s is 52B vs 180B net on ethereum (per defillama) hoping l2beat and defillama count tvl the same way when not double-counting l2s don't seem to create new value off-L1 because the double count adds a whopping 40B to eth tvl this means that l2s are scaling tvl only by 12B or +8% of the net eth tvl @l2beat maybe also think about metrics to scale tvl"
X Link 2025-10-20T12:26Z [----] followers, [---] engagements

"@in4crypto its so fascinating how the bitcoin community is still rejecting zerocoin the same way but im so happy that i get to live a new bitcoin"
X Link 2025-10-20T14:54Z [----] followers, [---] engagements

"@DEREK_88888888 @jack @Zcash interesting take"
X Link 2025-10-20T15:47Z [----] followers, [--] engagements

"@DEREK_88888888 @jack @Zcash you wonder well"
X Link 2025-10-20T17:30Z [----] followers, [--] engagements

"@StarPlatinumSOL .@grok can u fact check this"
X Link 2025-10-20T22:13Z [----] followers, [--] engagements

"omg i cant believe its finally happening and dont get me wrong i dont hate ethereum in fact i LOVE ethereum for their stated values and mission but i get so mad bc they do exactly the opposite they tell you that they want everything to be decentralized scale horizontally etc. yet they fail enormously when it comes to rewarding projects bc you need to be open source you need to have this you need to have that i spent the past [--] months half of my time trying to lobby for a more equitable explorer market and i achieved very little except some progress with @verifalliance which is the only way i"
X Link 2025-10-21T06:46Z [----] followers, [---] engagements

"@DominicCarb well some of it or if web2 companies understand that building onchains also means having a decentralized frontend"
X Link 2025-10-21T08:47Z [----] followers, [--] engagements

"@WatcherGuru ah the 25m was just the change from 400m they wanted to invest in cobie"
X Link 2025-10-21T10:12Z [----] followers, [---] engagements

"i tried to craft a chart with perplexity to understand if the price action of zec in the past [--] months is comparable to btc in [----] turns out it is not the same price action but it goes in the same direction: - btc started from 104$ on aug 1st (day 0) and slowly went to around 250$ after about [--] days and then exploded to 1100$ in [--] days and after that briefly reached 1200$ in the following 10-12 days on day [---] - zec had a gradual but strong growth from the early days of september up to today with the oct [--] dip as just a hiccup in a bigger play with this context i then asked perplexity to"
X Link 2025-10-21T11:20Z [----] followers, [---] engagements

"more money in the zec orchard pool means more money not moving hence not selling bc the more time zec is in the pool the less probable it is that they are traceable see this is a clear incentive not to sell and to sell when others are not selling so you won't see batches of people depositing and withdrawing at the same time bc it would make them traceable zcash is literally designed to incentivise vaulting instead of moving"
X Link 2025-10-21T14:14Z [----] followers, [----] engagements

"@0xstark @christine_dkim @peter_szilagyi @VitalikButerin @Polygon chains buying etherscan otherwise they're not Ethereum aligned taiko polygon itself BNB () arbitrum op zksync among others prove me wrong bc I heard this as the main reason why chains are not choosing us and going to etherscan happy to chat extensively about this"
X Link 2025-10-21T15:40Z [----] followers, [---] engagements

"@WatcherGuru he could be the new jim cramer"
X Link 2025-10-23T08:39Z [----] followers, [--] engagements

"the truth is fundamentals are not enough anymore to make sure a coin goes up bc there are so many coins with good fundamentals that you can't have enough money to buy them all so the coin price must go up bc people use it temporarily like sol goes up even if people don't necessarily hold long-term bc everyone needs to buy sol to pay for gas fees for thousands of apps it's a baseline buying pressure fueled by activity eth goes up or doesn't go down because people and chains need to use it to pay for fees and a good chunk of that is burned it's simple economics if you look it from the outside"
X Link 2025-10-23T12:59Z [----] followers, [---] engagements

"@sebaudet26 im genuinely so happy for you i love the ui and uvp"
X Link 2025-10-23T13:32Z [----] followers, [--] engagements

"a really strong way to make a coin go up is by taking inspiration from the art & collectibles world im here reading the monthly PSA magazine and i am so moved by the art of the cards by what those pokmon meant for me and what i did with each one of those when i played on my gameboy when i was little this is inter-generational culture being passed along the key here is culture bitcoin has no value other than the electricity being used to mine it but there was no reason to mine it in the first place if it wasnt for the strong cyberpunk culture about going against the traditional finance world"
X Link 2025-10-23T15:03Z [----] followers, [---] engagements

"@SimplyBitcoin noice and what about [--] zcash"
X Link 2025-10-23T15:27Z [----] followers, [---] engagements

"@degensuperman but many /= 100k chains we need a figure that can reasonably provide a decent buying pressure for avax until [----] mainnet chains or something that wont happen for another 3-5 years imho"
X Link 2025-10-23T19:52Z [----] followers, [--] engagements

"@yoshi_v1 no pls"
X Link 2025-10-23T21:25Z [----] followers, [--] engagements

"@coinbase @nikitabier i actually have MORE engagement not less funny"
X Link 2025-10-23T21:29Z [----] followers, [---] engagements

"@nonamejames333 i know but its true and i hate it that im so politically correct manlets unite"
X Link 2025-10-23T22:00Z [----] followers, [--] engagements

"@VarrockBank its not a ponzi so im in i only do legal stuff"
X Link 2025-10-23T22:13Z [----] followers, [---] engagements

"@nonamejames333 yes but what tells you that its what is needed now"
X Link 2025-10-23T22:38Z [----] followers, [--] engagements

"another aspect to think about for avax is how to reward native protocols and establish a flywheel that makes them just wanna work more and more every fucking day im talking about lfj pharaoh benqi yieldyak hypha on top of my mind but not only there needs to be a way to get billions of tvl for solid primitives and somehow make L1s pay for it in my perfect scenario L1s take the burden of being on the buy side and absorb sell pressure the equation is simple: they are BUYING the token because they are BUYING INTO the tech validators and users on the c-chain need to be on the sell side by default"
X Link 2025-10-23T23:30Z [----] followers, [---] engagements

"i have to admit that the @solanamobile phone. works and its pretty tightly integrated redeemed my @moonbirds SBT and theres a lot of things to do here kudos to the team and i reviewed consumer electronics for YEARS so i know what i say"
X Link 2025-10-24T10:32Z [----] followers, [---] engagements

"the boss liked this full send ACPs coming soon"
X Link 2025-10-24T10:42Z [----] followers, [----] engagements

"economics of avalanche 101: buy needs to be more than sell people buy avax bc they either believe in the project or bc they need spend it for gas fees on the c-chain we have to assume that no one believes in the tech so that if someones does it's all the better. in this scenario we assume that buying pressure for staking is non-existent (all have bought avax already or they buy but volume is not meaningful) we also assume that ALL staking rewards are sold immediately (worst case scenario) there are 212M AVAX staked which earn 5.5% of rewards annually so 11.7M AVAX (234M USD) is the sell"
X Link 2025-10-24T12:33Z [----] followers, [----] engagements

"@Leandro84D fees were decreased by 25x last year from [--] nAVAX to [--] nAVAX im proposing [--] nAVAX"
X Link 2025-10-24T14:36Z [----] followers, [---] engagements

"well have at least 50$ avax before gta [--] trust me bro"
X Link 2025-10-24T17:05Z [----] followers, [---] engagements

"i should tweet like [---] times a day but during the weekend i can touch the grass right btw next week im going to tackle mev on avalanche good opps lie there"
X Link 2025-10-25T12:26Z [----] followers, [---] engagements

"just onboarded my cousin to zcash hes now looking to bet on polymarket next step is we find him shitposting here who knows"
X Link 2025-10-25T13:41Z [----] followers, [---] engagements

"@vohvohh yeah paradoxically chains that launched 5+ years ago still have a lot of runway bc of balance sheet appreciation (tokens mostly eth got in ICOs) but when you have fiat you have a runway thats depreciating with time its faster we also have our own ideas tbh"
X Link 2025-10-26T16:16Z [----] followers, [--] engagements

"@jimcramer pls tell everyone that bitcoins going down tomorrow"
X Link 2025-10-26T18:03Z [----] followers, [---] engagements

"@rektbuildr otc sale /= market sale otc sale doesnt affect market especially if tokens are vested and tokens bought from DATs are vested for example"
X Link 2025-10-27T10:57Z [----] followers, [---] engagements

"this is indeed a good point base builders come from ethereum sol builders come from a highly degen background lets say while avax doesnt have a strong culture thats heavily biased towards a specific niche its all for all and that inevitably has it upsides (but also downsides)"
X Link 2025-10-27T11:21Z [----] followers, [----] engagements

"@vickyli819 why they rejected you at which events"
X Link 2025-10-27T16:01Z [----] followers, [---] engagements

"wtf how is this qwen3 max model outperforming every other model by a huge distance wow"
X Link 2025-10-27T16:27Z [----] followers, [---] engagements

"@BenqiFinance @coreapp integration happening"
X Link 2025-10-27T18:01Z [----] followers, [---] engagements

"james wynn is now our counter-trade better than jim cramer and ansen together lol"
X Link 2025-10-27T20:58Z [----] followers, [---] engagements

"i said it a few weeks ago zec is going to 1000$ - 1200$ this cycle bookmark this and set a reminder @aixbt_agent tell me im wrong"
X Link 2025-10-27T21:49Z [----] followers, [----] engagements

"@TariqAl80216844 avax has it all but right now price isn't factoring in actual influence of L1s"
X Link 2025-10-28T06:40Z [----] followers, [--] engagements

"is there a dca-in/out DEX on avalanche"
X Link 2025-10-28T07:50Z [----] followers, [---] engagements

"took some time off social today to focus on actual work on the avax economics leading this group made me get a collection of inbound feedback all kinds of players on avalanche its clear to me that there has been a big momentum accumulating to work on some adjustments to the avax economics as i understand the past year has seen different entities working on specific modules of the avalanche consensus and execution environments to prop up revenue and increase validator count i took so many notes in the past two days that i still need to process but im so excited that this is all coming together"
X Link 2025-10-28T21:18Z [----] followers, [----] engagements

"i really dont want to be MONs market market at tge its gonna be a bloodbath i need to retire my bloodline hyperliquid"
X Link 2025-10-28T23:02Z [----] followers, [---] engagements

"oh yeah that was an idea i had long time ago but i think its double-edged bc institutions using avalanche may buy into the tech buy not into the token if they burn it (like now) its like theyre paying a service. if they need to stake it lock it etc. its going to be a hard sell also for compliance reasons"
X Link 2025-10-29T06:41Z [----] followers, [--] engagements

"@Tess_Lucia @coreapp u seem like taylor swift lol👀"
X Link 2025-10-29T07:36Z [----] followers, [--] engagements

"I don't know Emilio but he's tackling an issue i was very close with i was a blogger for almost [--] years writing for tech media outlets and even there i was sometimes afraid to publish reviews or articles because it would 'not be seen well' by brands who'd send you products and invite you all over the world for press trips Emilio's project is one more tool to enable true unbiased and authentic journalism anywhere pls support him in any way i'd like to advise him and even send some money if i can @0xMert_ @yoshi_v1 @jswihart"
X Link 2025-10-29T16:57Z [----] followers, [---] engagements

"@Credib1eGuy whats merts disagreements"
X Link 2025-10-29T19:57Z [----] followers, [--] engagements

"zec bridging is still very bad its convenient but it doesnt preserve the shielded nature of the chain redbridge is working to make the whole bridging journey from zec through an avalanche L1 and to any EVM fully shielded i honestly dont know if thats gonna be truly 100% shielded throughout the way but its surely gonna come close privacy/acc"
X Link 2025-10-29T22:00Z [----] followers, [---] engagements

"@timdaub you couldve just shorted anything and still made it good lol"
X Link 2025-10-30T22:38Z [----] followers, [--] engagements

"@TheRealPlanC I'd immediately put my BTC in yieldbasis to take the huge fees but I'd do it anyway lol"
X Link 2025-10-31T09:17Z [----] followers, [--] engagements

"@AlessioMasciel1 Zcash also supports transparent addresses so maybe this half transparency will be key I don't know honestly"
X Link 2025-10-31T10:49Z [----] followers, [---] engagements

"aero and zec single-handedly keeping my bags from bleeding out this bull its about a return to fundamentals zec for the privacy thesis aero for the revenue potential (and actual) after integration with base i also bought aave this year that i still dont understand why its so underpriced and pengu which i believe the token does not have clear mechanism to accrue value from the big irl and non-web3 franchise that luca built but im chill"
X Link 2025-10-31T17:35Z [----] followers, [---] engagements

"i just found a phenomenal correlation between zcash and my follower amount if u want zec to 100k like bitcoin youll have to follow me bc u know correlation"
X Link 2025-10-31T18:38Z [----] followers, [---] engagements

"@blueclarityone mild temperature year-through were you living in sweden before london is generally cold-y rome is mild temperature all year😁"
X Link 2025-11-01T01:12Z [----] followers, [--] engagements

"@ferryandhigh i think you need to study zcash"
X Link 2025-11-02T21:03Z [----] followers, [---] engagements

"@prometheanpath 315$ is very unlikely you can buy @ 350"
X Link 2025-11-02T23:25Z [----] followers, [---] engagements

"zcash has slowly been building momentum since [----] and cross-chain access was just the biggest catalyst of an already-tremendous growth of the protocol in terms of tech and value proposition we need to do the same on avalanche: institutional support and integration via L1s is the huge momentum being built and the catalyst will be a way to make L1s' growth and onboarding accrue meaningful value to avax and then we're going to see the 10x everyone's waiting for"
X Link 2025-11-03T16:20Z [----] followers, [----] engagements

"i don't post charts about avax because avax's price action is always fully priced in we need a change in fundamentals and that's gonna happen soon we need avax to be burned at the rhytm of 1-2 billion dollars a year and the number to increase little by little with every new bd / integration announcement only this will full port avax to where it belongs i.e. a 10x from here"
X Link 2025-11-04T11:12Z [----] followers, [----] engagements

"@0xfalcoo XRP is heavily manipulated imho and also sometimes tokens are just there bc they are static like BCH who the fuck is using BCH yet it's in the top [--] or something. sometimes it's also just crazy times"
X Link 2025-11-04T11:22Z [----] followers, [---] engagements

"@zord4n lol they can both coexist"
X Link 2025-11-04T11:32Z [----] followers, [--] engagements

"@AlessioMasciel1 avalanche community proposal"
X Link 2025-11-04T22:51Z [----] followers, [---] engagements

"@jevgenijs and why is that how can they offer APYs this high"
X Link 2025-11-04T22:53Z [----] followers, [---] engagements

"@0xkkonrad i believe thats how they can offer cashback"
X Link 2025-11-04T22:57Z [----] followers, [---] engagements

"@yoshi_v1 only if you shield it"
X Link 2025-11-04T22:59Z [----] followers, [--] engagements

"@JustnThePhotog i like this red its avax red"
X Link 2025-11-04T23:02Z [----] followers, [--] engagements

"the next bear market is going to wipe out all degenerate and nonsensical projects only the ones wirh actual revenue or a clear pmf will be alive and most apps tokens will violently repriced down i see apps that have few millions in tvl with near-billion fdv thats like a forward P/E of 1000x or even more you cant make this shit up when you see a token price go down 99% ask yourself if the valuation is correct or nor in most cases actual economic value is priced in a few weeks after tge so in many cases buying pre-tge is actually a bad trade if u want to hold bc if youre a retail investor you"
X Link 2025-11-04T23:10Z [----] followers, [---] engagements

"we have to remember that this bloodbath has one big cause: the u.s. government shutdown eric trump and others close to trump mentioned that btc has still a long way to go this year and i wouldnt be surprised if this week or the next we see the shutdown ending powell having a good read on unemployment end of november and announcing favor in cutting rates one more time before EOY remember that the game is played by people and they can change things at any time"
X Link 2025-11-05T01:15Z [----] followers, [----] engagements

".@xeetdotai you guys down couldn't stand giving me more than [--] beets huh"
X Link 2025-11-05T08:34Z [----] followers, [---] engagements

"@pete_rizzo_ he should shield those coins"
X Link 2025-11-05T08:40Z [----] followers, [--] engagements

"yieldbasis might be the biggest silent revolution in bluechip liquidity i'm so surprised the industry is looking at market volatility yet failing to address what's going to make things more and more solid for the next leg up imagine when yieldbasis raises their tvl cap to 5-10 billion it'll be months before that probably but it'll make investors big and small STICK onto their btc even in big swings on the highs and lows and that means WAY LESS less pressure @newmichwill ever thought of extending yieldbasis to zec when it gets more mature in liquidity and fdv"
X Link 2025-11-05T11:55Z [----] followers, [---] engagements

"the bulk of the work on avax econonomics basically gets down to being able to answer one 'simple' question: how to make avax be in the top [--] spot it needs to be at around 70B fdv 70B fdv is a 9-10x from here but it's not that hard if you look into the numbers let me explain in some cases at least in engineering you start from the solution the result and then find a way backward so what happens at 70B fdv the 70B fdv is based on the total supply not the max supply bc that's how most chains are valued so it would mean avax would be at 150$ roughly (coincidentally its [----] peak) to have a"
X Link 2025-11-05T14:43Z [----] followers, [----] engagements

"liquidity-adjusted take: zcash now vs bitcoin [----] bitcoin in [----] reached 0.1299% of global m2 as a monopoly asset in a tiny market zcash today sits around 0.0326% of m2 inside a $3.6t crypto stack with heavy fragmentation absolute liquidity is up massively since [----] but its spread thin across thousands of tokens - thats the constraint the right lens is penetration of global m2 not just market cap: when btc hit 0.1299% of m2 it commanded 100% crypto dominance zec is 0.19% of crypto by value: to replay btcs ratio zec must either absorb share from alts or ride a regime shift that"
X Link 2025-11-05T18:28Z [----] followers, [----] engagements

"@PicoSols chain revenue is one thing app revenue is another chain revenue is a measure of how much buy pressure is constantly created app revenue is how much that chain is a platform chains are still not valued as platforms but only based on their token for now"
X Link 2025-11-06T07:06Z [----] followers, [---] engagements

"@kolyboy they wont do that"
X Link 2025-11-06T08:14Z [----] followers, [---] engagements

"let me get this out: acp-77 and other initiatives were taken by ava labs and the foundation bc of specific market conditions the original tokenomics and staking mechanics were perfect - in an ideal world but the reality was very different: institutions cannot by law do a lot of stuff for example some can only have hardware on-premise meaning that the data needs to be stored in the country where it's created in some cases it also needs to be PROCESSED in the same country so you literally have to design software that can run flexibly in different data centres and with different data brokers and"
X Link 2025-11-06T12:11Z [----] followers, [----] engagements

"@0xMoonbags @PicoSols it's about the token income statement look here institutions look at this to know what to buy"
X Link 2025-11-06T14:58Z [----] followers, [--] engagements

"interestingly the zec 4-hour candle and 1-day candle charts have the same exact trendline and if you look at the green candles on the daily there's an interesting pattern: - in the first pump around oct [--] there has been a 4-day streak - in the second one around oct [--] still the same 4-day streak - the current green streak started on oct [--] and it's now on day [--] i'd expect zec going to 550-560 max within the next 24hrs and then retracing to around 400-420 if that happens i'm gonna buy more"
X Link 2025-11-06T15:20Z [----] followers, [---] engagements

"@Polymarket does this mean we can't copy trade her anymore"
X Link 2025-11-06T15:40Z [----] followers, [---] engagements

"pls respect my privacy as i sell zec at 10k and buy me a shiny tesla lol"
X Link 2025-11-06T16:56Z [----] followers, [---] engagements

"@mik1ro yup i shouldve seen it coming in [----] with wonderlands lambos calculator"
X Link 2025-11-06T17:07Z [----] followers, [---] engagements

"@PicoSols btc is perceived to be special and thats what ultimately matters"
X Link 2025-11-07T07:28Z [----] followers, [--] engagements

"@dimahledba @nic_whr @Zcash yeah i believe the major point would be to check if the way ZSAs are shielded can be fully interoperable with that same asset wrapped but also shielded on the L2 if its not shielded it wont work"
X Link 2025-11-07T07:36Z [----] followers, [--] engagements

"this says that if youre de-shielding directly from your z address to the cexs t-address it wont work zcash is a utxo chain it would be fool to ban coins that have been in the shielded pool also bc if u even spend that coin once its gonna be in a new utxo so its a new one in a sense study utxo pls"
X Link 2025-11-07T07:38Z [----] followers, [---] engagements

"@notthreadguy its short squeezing fuckers that dont believe in the coin"
X Link 2025-11-07T07:40Z [----] followers, [---] engagements

"@imsheepsol gta will prob never launch so maybe you lose in that case"
X Link 2025-11-07T08:00Z [----] followers, [---] engagements

"buying zcash at 622$ is like buying bitcoin at 622$"
X Link 2025-11-07T08:01Z [----] followers, [---] engagements

"@BitcoinMagazine @Polymarket this is free money btc will ofc reach 1M before GTA [--] releases"
X Link 2025-11-07T09:37Z [----] followers, [---] engagements

"@Beastlyorion tweaking the L1 validator fee formula tweaking the validator threshold implement some best practises for L1s to attract more users capital and establish a direct flywheel for avax on c-chain"
X Link 2025-11-07T10:54Z [----] followers, [--] engagements

"interestingly among the gpt models that are racing for the best trader competition NO ONE has ever even touched ZEC they're not degen enough or maybe they were instructed in not believing in privacy coins"
X Link 2025-11-07T12:39Z [----] followers, [---] engagements

"@crypto_bitlord7 @coinbase @binance @Gemini @okx yes pls delist $ZCASH whatever that ticker is"
X Link 2025-11-07T13:08Z [----] followers, [---] engagements

"@coinbase WHEN IN EUROPEEEEEEE"
X Link 2025-11-07T13:11Z [----] followers, [--] engagements

"i've been working on this for a few months now a few minutes every day to not go over lovable limits 🤣 just finished vibe coding v1 of a web app that lets me gauge how bull or bear the market is. still need to finish documentation to explain how it works in my mind but the basic idea is that to me bulls are here when avg stablecoin yields go over 10% or in general when they grow (higher leverage in the market) and also when Pudgy NFTs are going higher in my mind stablecoin yields are a proxy of the leverage of the market while Pudgys are a proxy of retail interest there's buttons to take"
X Link 2025-11-07T13:34Z [----] followers, [---] engagements

"about avax price action: DATs are actually a net good for the token when you buy tokens as a DAT you're buying it a bit like a fund would you have a time window in which you need to make your LPs happy and just like with funds LPs for DATs expect a 5-10x from their investment to justify it so DATs are actually very much incentivized to find ways to make the price of avax go up i don't remember and i don't even want to make real-world examples but let's say a DAT raises [--] billion dollars to buy AVAX from a mix of OTC and market over [--] years in order for the DAT to be profitable in itself it"
X Link 2025-11-07T15:30Z [----] followers, [----] engagements

"@tasman482 the incentive is not to buy more avax but to make it so that it gives 10x returns over 5-10 yrs"
X Link 2025-11-07T15:46Z [----] followers, [---] engagements

"@tasman482 in a real world the DATs is OBLIGATED to buy more avax to satisfy its requirement to buy avax and put in the balance sheet"
X Link 2025-11-07T15:48Z [----] followers, [--] engagements

"the starknet-style zcash L2 and the red bridge L1 may be the biggest leap for zcash along with tachyon and provide IMMENSE value for privacy interactions now we're used to just shield our coins with either zcash on their pools or on on tornado cash but when we need to USE those coins like in DeFi we have to be transparent why can't we simply use DeFi PRIVATELY like basically render explorers unusable by shielding everything: sender recipient amount but also STATE DIFFS that can be stored in UTXOs on the L1 no one would know what you did with your money WHATEVER you did with it if privacy goes"
X Link 2025-11-07T17:41Z [----] followers, [---] engagements

"@aCryptoBiker @crypto_bitlord7 @coinbase @binance @Gemini @okx 🤣🤣🤣"
X Link 2025-11-07T20:55Z [----] followers, [--] engagements

"i think we all know what's happening here this small zec dump is to rotate profits into other altcoins finally kickstarting altseason that's good hold on to your bags boys and girls we're in for a good ride"
X Link 2025-11-08T12:36Z [----] followers, [---] engagements

"if youre so weak you cant stand a red 4h price action youre ngmi"
X Link 2025-11-08T14:00Z [----] followers, [---] engagements

"@eyeonchains @megaeth magic"
X Link 2025-11-08T18:07Z [----] followers, [---] engagements

"@yoshi_v1 months"
X Link 2025-11-08T18:08Z [----] followers, [---] engagements

"coins and amounts i think will be generational wealth money by [----] (tens of millions) [--] BTC [----] AVAX [--] ETH [-----] VANA [----] ENA [--] AAVE [------] PENGU [---] TON [----] AERO ofc it might change but this is what i think now"
X Link 2025-11-08T18:39Z [----] followers, [----] engagements

"@llamaintern yeah i meant bridged via Solana or other bridges i guessed right that its too volatile right now but what about avax on avalanche thats not too volatile right"
X Link 2025-11-08T19:33Z [----] followers, [--] engagements

"my quant tells me bulls were just waiting for the 500$ dip (which if you remember i predicted a few hours ago) and sent zec back where it belong i.e. on a path to 1000$ by mid december zetardios"
X Link 2025-11-09T00:24Z [----] followers, [---] engagements

"@misterrcrypto were here"
X Link 2025-11-09T19:17Z [----] followers, [----] engagements

"@RoundtableSpace it does wall street is pricing in the end of the shutdown and the chance of the stimulus check"
X Link 2025-11-09T23:53Z [----] followers, [--] engagements

"@imajinsize https://polymarket.com/event/will-zcash-hit-1000-by-december-31 https://polymarket.com/event/will-zcash-hit-1000-by-december-31"
X Link 2025-11-10T07:37Z [----] followers, [---] engagements

"may i present you zcashs chief gtm officer"
X Link 2025-11-10T09:43Z [----] followers, [----] engagements

"now imagine im a u.s. resident (i am not but lets just imagine) i see trump talking about the tariff dividend of 2000$ and the government finally coming back to work i believe in both things so much that i want to anticipate the market borrowing money from my future self: i take 2000$ and i buy crypto to anticipate the highest profits i can with the certainty that ill get those back in a few days or weeks since i want to have the highest profits i won't likely buy bitcoin because at most i can do a 2x but most probably a 1.5x i want to maximize returns do a 10x i look for the bitcoin"
X Link 2025-11-10T10:25Z [----] followers, [----] engagements

"100 users on wow thank you if you to the site now you'll see what I meant that pudgys are a proxy for retail interest: as soon as the 'tariff dividend' check rumor got out both collections went up 7-10% http://yields.world http://yields.world"
X Link 2025-11-10T10:45Z [----] followers, [---] engagements

"i was at the cinema trying to pay for a bottle of water the kiosk is in the theatre and the cashier girl is struggling to connect her POS to internet trying to use her phones hotspot instead of the built-in SIM this made me think: were building all these payment systems yet how to make them usable without internet bc the issue in payments w/o internet is not the transaction execution but its settlement you have to be sure the payee is not double spending has funds is authorised to pay so you can't optimistically accept the tx that's why i believe the final innovation in transferring value"
X Link 2025-11-10T11:37Z [----] followers, [----] engagements

"@enofone @DrCryptoStrange yeah but here satoshi seems to refer to it as an external ref so not his"
X Link 2025-11-10T13:01Z [----] followers, [--] engagements

"@coopernicus01 @FaridRached enterprise will be the one taking the highest cost but its not going to be that high likely wont change anything in their balance sheet lol and ofc numbers are tweakable"
X Link 2025-11-10T13:48Z [----] followers, [---] engagements

"@ZhuGMI but how does it work"
X Link 2025-11-10T14:33Z [----] followers, [---] engagements

"this is the first time i'm doing something like this and it won't absolutely change anything about my work but you know network effects i'm now partnering with @MEXC_Official on a trading campaign since i'm shilling ZEC and AVAX all the time the MEXC team thought it was a good idea to make everyone around me trade this bull run even more so if you either use my referral code (Mexc-3bHv9) or click on the link below you'll have the chance to earn and win some money and so will I I REPEAT: i don't care if you click the link but if you do i thank you"
X Link 2025-11-10T16:49Z [----] followers, [----] engagements

"this is not a trade for me meaning that i will hold a big portion of zec anyway but i can't quite wrap my head around which is going to be the right price point for zec to bounce it could be this one at 490$ but it can also be at 450$ the 'issue' here is that zec pumped so much that it printed higher and higher lows without properly touching the lower trendline it basically retraced too little when running higher and higher and the lower trendline suggests it could even bounce around 375$ or 400$ volume is still heavy both buy and sell so i don't see this being a descent but a fair retrace a"
X Link 2025-11-11T09:13Z [----] followers, [----] engagements

"@RoundtableSpace hedging"
X Link 2025-11-11T10:36Z [----] followers, [--] engagements

"i'm the top voice on avalanche according to cookie dot fun it's been incredibly hard to do so i never expected the level of consistency one has to put into making this i'm only getting started btw this month i'll post at least [--] ACPs (one every week) that work perfectly with each other and with other ACPs currently in the works and i'll work closely with key stakeholders to re-price avax into the higher ranks very few people are doing this for other ecosystems and that's the key differentiator"
X Link 2025-11-11T10:39Z [----] followers, [----] engagements

"zeneca looking to buy zec in the 300-500 range it the trigger you needed to zodl your shielded coins up only"
X Link 2025-11-11T11:36Z [----] followers, [----] engagements

"@coingecko usdc is green"
X Link 2025-11-11T12:06Z [----] followers, [---] engagements

"there's something that i have seen in other ecosystems (mainly ethereum and its children chains) but not on avalanche defi apps incentivize USERS to use the app but not BUILDERS to build new primitives on top like yield yak is the only practical example that i think of of an app that leverages other apps to exist i remember in [----] vector was an optimizer for platypus and trader joe and that was exactly the top of avalanche defi we're missing composable apps if you compose you create new primitives for example if yieldbasis were to port over to avalanche or if someone makes a friendly fork"
X Link 2025-11-11T12:48Z [----] followers, [---] engagements

"it's very hard for me to think that government shutdown coming by nov [--] is priced in it can't be possibly priced in market sentiment has been very bad for the past 24hrs and not really good for the past [--] weeks government resuming work - new data for unemployment - powell is more confident to end QT - vote for [--] bps cut in december is more likely we're looking at a very weird market right now if you ask me"
X Link 2025-11-11T14:34Z [----] followers, [---] engagements

"@andyyy buenos aires is not safe unfortunately"
X Link 2025-11-11T14:48Z [----] followers, [----] engagements

"@andyyy ah yeah ofc if u make that comparison lol but bangkok was safer for example"
X Link 2025-11-11T15:26Z [----] followers, [---] engagements

"hot take: avalanche economics will be perfectly aligned to its business and core when staking rewards will be completely replaced by MEV L1 validator fees and C-Chain fees but now it's not the right moment to little fees expected for the next [--] months to justify switching the emission model more ACPs will be coming in the future because that's just how it works it's like state laws - they're good for the current scenario until they don't anymore but a good ECONOMIC PLAN will be enough imho"
X Link 2025-11-11T19:34Z [----] followers, [----] engagements

"@Pons_ETH @xeetdotai i would also like to participate mainly to also understand how xeets work vs. cookie dot fun and kaito i do know how to grind mindshare but not by xeets standards it seems"
X Link 2025-11-11T21:47Z [----] followers, [--] engagements

"@ShonForsyth with my ACP there's going to be a premium to pay to have [--] validators most L1s will be incentivised to have 10-15 validators while the rest will benefit with 50+"
X Link 2025-11-12T07:55Z [----] followers, [--] engagements

"@TylerDurden you should buy a logitech MX one i like the Vertical"
X Link 2025-11-12T08:29Z [----] followers, [--] engagements

"everyone's calling the current market a bull trap here's why they're wrong institutional money doesn't flow in and out on 2-week cycles blackrock's spot btc etf hit 40B in assets in under a year that capital doesn't panic sell on 15% corrections retail thinks every dip is the top institutions think in quarters and years this isn't [----] leverage mania this is structural capital allocation"
X Link 2025-11-12T09:32Z [----] followers, [---] engagements

"this is true in fact only etherscan charges 1M/year for their explorer (I don't know if that's how much bera pays tho I could estimate between 500k and 1M easily) and then you need to add chainlink alchemy biconomy privy just to name a few you need to have the whole stack otherwise no one can use you bc you're not visible even for explorers I think we're changing that we're lowering the barrier to entry hoping that many other providers will do the same heck we made etherscan lower their prices a bit (even tho we're still way cheaper) @ahboyash this is gud bait but for the people who easily"
X Link 2025-11-12T12:03Z [----] followers, [---] engagements

"avalanche update: on snowtrace dot io we had to stop indexing @KiteAIFDN because it was too expensive for us and the deal with the Avalanche Foundation didn't cover it (rightfully i'd say they can't possibly subsidize everything) talking to them they're not interesting in having routescan as their explorer provider for reasons that are not quite clear but mentioned that 'if community will ask for it we'll have it" so what do you think do you want a routescan explorer for Kite mainnet and testnet If so reply here tagging the main account or team members or ask in their discord this is your"
X Link 2025-11-12T14:06Z [----] followers, [----] engagements

"@tasman482 easier on your balance sheet if you're a web2 company you don't have to custody the coins"
X Link 2025-11-12T14:26Z [----] followers, [--] engagements

"@stvngts yes but sometimes be careful low-followers accounts can sometimes have 100000s AVAX staked"
X Link 2025-11-12T15:37Z [----] followers, [---] engagements

"@tasman482 right now the focus is now how much the network pays but we should focus on how much it MAKES expense will get lower over time as avax price goes up"
X Link 2025-11-12T16:42Z [----] followers, [---] engagements

"@Sachkorr benqi"
X Link 2025-11-12T16:45Z [----] followers, [---] engagements

"@kelano_eth @KiteAIFDN us talking to kite ai team"
X Link 2025-11-12T19:24Z [----] followers, [---] engagements

"@coqbook nope which ones that"
X Link 2025-11-13T08:44Z [----] followers, [--] engagements

"@GC_of_QC why would delegations be underpaying I don't see the issue actually [--] AVAX is the minimum but I don't see how changing that to [--] will improve things"
X Link 2025-11-13T13:29Z [----] followers, [---] engagements

"@GC_of_QC yeah but it can't be done it must be 2% bc LSTs would pay too much for that it'd be economically better to just run their own validators and that would hurt the validator economy"
X Link 2025-11-13T13:36Z [----] followers, [---] engagements

"@RuggyFresh why"
X Link 2025-11-13T15:15Z [----] followers, [---] engagements

"@Zerk_ay there's still SO MUCH AVAX left not delegating about 200M half of the supply"
X Link 2025-11-13T16:09Z [----] followers, [--] engagements

"@GC_of_QC not all LSTs work like this also we want to encourage LSTs to delegate to other validators and they can only do that if they don't leak a lot of value in delegation fees"
X Link 2025-11-13T16:11Z [----] followers, [--] engagements

"magic internet money numbers"
X Link 2025-11-14T10:26Z [----] followers, [---] engagements

"thank you for your feedback omer I revised your calculations and actually found out that your number is optimistic being that overall revenue (c-chain + payg mostly) is 400K avax while emissions are 13.325M AVAX so for every [--] avax burned [--] are emitted I don't argue about staking rewards in general - I do believe there needs to be some tweaks there as well but this ACP is to increase the staked AVAX - its specific goal is to increase the staking ratio after this we can ofc talk about dynamic rewards that are also based on staking ratio (and maybe even price tho I don't like to anchor onchain"
X Link 2025-11-14T11:08Z [----] followers, [---] engagements

"@tasman482 before avalanche reaches 10k validator in this context we'll all be likely gone. there's [--] incentive for L1s to have more than [--] or [--] validators in this way you need [----] - [----] L1s lol"
X Link 2025-11-14T11:11Z [----] followers, [--] engagements

"DATs are going to be the key to this bull run imho just like they fueled the run to 125k Strategy and others have their equities trading well below 1x mNAV remember GBTC by grayscale this is an incredible opportunity for companies to gain exposure to btc with a huge discount NOW this is likely gonna happen in cycles as it's going to be part of crypto narrative from now on credits: blockworks' 0xresearch newsletter"
X Link 2025-11-14T14:31Z [----] followers, [---] engagements

"we all know that bull market starts nov [--] when monad token launches (hopefully) and we all sell it to buy btc and what we like"
X Link 2025-11-14T15:09Z [----] followers, [---] engagements

"@binji_x why do u have an iphone air tho"
X Link 2025-11-14T17:46Z [----] followers, [---] engagements

"@tasman482 wheres the avax etf"
X Link 2025-11-15T11:23Z [----] followers, [--] engagements

"my thesis for ACP-247 (increasing delegation multipler and reducing total stake limits) is that it will create a positive flywheel for delegation space delegations and very low and that's for two reasons: 1) validators don't really advertise their delegation space bc it does not justify the effort (too low delegation fee rewards) 2) this makes it hard for LSTs who distribute delegations to validators to distribute fairly among holders of their tokens the extra from delegation fees needs to be MORE than the rewards from the self-stake this is THE ONLY way to make it appealing and automatically"
X Link 2025-11-15T14:50Z [----] followers, [----] engagements

"there's an INTERESTING trade to be made in this specific period context data: - btc borrowing rates are usually way less than 1% on most money markets (mostly 0.1%) - zecbtc is up 2700% in [--] months what i did: - borrow btc (or switch your current borrowing position to btc) - swap btc to zec via near intents - hold for a week - swap back to btc the same amount you borrowed - repay - enjoy free zec you're welcome i'm taking revenue share at this address:"
X Link 2025-11-15T16:43Z [----] followers, [---] engagements

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