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@santiagoroel Santiago R SantosSantiago R Santos posts on X about crypto, ethereum, market cap, flow the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence travel destinations XXXXX% cryptocurrencies XXXXX% finance XXXXX% stocks XXXX% technology brands XXXX% social networks XXXX% currencies XXXX% countries XXXX%
Social topic influence crypto #1397, ethereum #1100, market cap #97, flow #2120, santiago #177, at a #1190, solana #2398, facebook 4.17%, $100b #28, onchain #1136
Top accounts mentioned or mentioned by @dpgspurs @kittycatrightm3 @hosseeb @kira_sama @notthreadguy @bagger_tools @mattdevin6 @raoulgmi @adrianoferia @posttenebras2 @mrjasonchoi @theempirepod @_jonahw @wise_token @ccosmonaut_ @yjdotdev @rhettshipp @0xamol @johnjjj1997 @qwqiao
Top assets mentioned Ethereum (ETH) Solana (SOL) Bitcoin (BTC) IBM (IBM) Zcash (ZEC) USDC (USDC) Berkshire Hathaway Inc. (BRK.A) Chainlink (LINK)
Top posts by engagements in the last XX hours
"Im building a chain. Inversion. Instead of differentiating on consensus mechanisms or the nth technical improvement we are inverting and differentiating on solving cryptos biggest problem: go to market. The user journey in crypto today is broken and traumatic because it begins and shortly ends with pure speculation. We can do much better. Memes are cool but we are selling ourselves short as an industry. Inversion is here to change that. We dont pretend to convince businesses we will acquire and transform them. Berkshire onchain. Were on a mission to build the largest and most economically"
X Link 2025-02-12T04:20Z 133.4K followers, 337.3K engagements
"To every DeFi DePIN and crypto application founder hang in there. The market clearly favors L1s but most fees are captured at the application layer - and increasingly so L1s capture XX% of market share and only XX% of fees (down from 60%; blockspace is cheap) Apps capture XX% of revenue and XX% of market cap Value capture will invert. Hang in there Source: @1kxnetwork"
X Link 2025-12-04T01:31Z 133.4K followers, 30.4K engagements
"Crypto got everything it wanted - ETFs adoption legitimacy - and prices are still down. We valued casino flow like recurring software revenue. Dear LPs we outperformed ETH and still lost XX% of the fund. Full post:"
X Link 2025-11-17T14:41Z 133.4K followers, 735.9K engagements
"Crypto's users are valued XXX higher than Metas with none of the monetization retention or network effects that would justify it. New post: 🔗 📉🧮"
X Link 2025-11-24T14:30Z 133.4K followers, 144.5K engagements
"Crypto industry is struggling to define what a "moat" is for open-source systems. Its really hard It reminds me of when I was investing in open source back in the day. Most VCs didnt believe you could monetize it until IBM bought Red Hat for $34B. And for all the purists out there Red Hat was not strictly open source. They monetized a whole lot for reliability and support. My mental model is this: a moat you can't monetize doesn't matter. That is why I focus on fees captured by protocols. Everything else is theory"
X Link 2025-12-01T00:29Z 133.4K followers, 35K engagements
"Im not hating on ETH (or other L1s). I just dont like the valuation. Simple What I am calling out is the maximalism. Wild to be this closed-minded when were still so early No chain is perfect. The only thing that matters long-term is adaptability And honestly I dont sense urgency. Maximalism breeds complacency and I see a lot of complacency right now. L1 is infrastructure and its going to be a dog fight to capture more economic activity on chain among the existing L1s and new ones like Tempo. We have excess supply of blockspace and not enough demand for it. Thats the key issue. Whats telling"
X Link 2025-12-05T03:00Z 133.4K followers, 40.7K engagements
"Most of you wouldnt make it past the first-round interview at a major investment bank let alone PE or a hedge fund. You punted some crypto in a bull market made a bag and now think youre a genius. You were mostly lucky Whats wrong with his argument Oh checks notes JPMorgan generated $178B in net revenue and $57B in net income on $2.5T of deposits. He probably thought he was making a stronger point by dismissing my MAUs benchmarking of tech companies crypto tries to emulate on network effects to justify absurd valuations. And when that doesnt stick they pivot to TradFi to see if those"
X Link 2025-12-06T11:14Z 133.4K followers, 1.1M engagements
"Reading the replies to my post only makes me more certain: were deep in the Complacency phase of the cycle. And yes - we can go much lower. I still havent seen a credible argument for why crypto networks - Ethereum Solana Ripple etc. - deserve their current valuations. These networks have utility. But utility value capture. Institutional adoption isnt a valuation model. It definitely doesnt justify tokens trading at 50x+ P/S. Meanwhile the strongest AI + infra companies - actual revenue actual unit economics - trade at 812x EV/revenue and their revenue doesnt evaporate in down cycles. Crypto"
X Link 2025-11-17T23:39Z 133.4K followers, 94.5K engagements
"Amazon is a network and arguably one of the most successful networks ever built. Which is why comparisons are uncomfortable: when you line Ethereum up next to real scaled networks like Amazon or Facebook the valuation gap becomes impossible to ignore. Ethereum at a $380B valuation generates roughly $1B in annual revenue 380x sales. When Amazon carried a similar valuation it produced $136B in revenue and $2.4B in net income 2.6x sales. That means ETH holders today are paying 146x more per dollar of revenue than Amazon investors did. The claim that Amazon is a company Ethereum is a network"
X Link 2025-12-05T00:44Z 133.4K followers, 210K engagements
"@Ja_Brann Except JPMorgan generated $178B net revenue and $57B net income on $XXX trillion of deposits"
X Link 2025-12-06T10:53Z 133.4K followers, 8764 engagements
"mature-stage valuations being justified with seed-stage reasoning"
X Link 2025-12-07T12:17Z 133.4K followers, 8903 engagements
"Its a high yield dollar-denominated savings account not a stablecoin Its a fast/reliable/cheap mobile service not a mobile service powered by a decentralized network of hotspots Changing consumer habits and behavior is hard. Lead with familiar concepts not exotic lingo and abstract ideas The mainstream consumer never cares how a product work just that it works Consumers wont care or know many of their core services they use daily are powered by crypto but they will definitely feel the impact of it: faster better cheaper Thats the end state. Accelerate"
X Link 2025-03-31T16:39Z 133.4K followers, 16.4K engagements
"A very simple way to settle this debate: Which outcome has a higher probability of happening this cycle"
X Link 2025-12-04T16:13Z 133.4K followers, 5122 engagements
"Bags are heavy"
X Link 2025-12-05T13:03Z 133.4K followers, 14.9K engagements
"Were entering the consumer application phase of crypto and it will become very clear the have and have nots This has been my thesis all along for Solana. I see a clear path for broader adoption from payments to DePIN and if you think its all meme coins youre in for a rude awakening"
X Link 2024-09-22T15:21Z 133.4K followers, 32.5K engagements
"Everyone says its a tough market. Perfect. Never been a better time to launch a crypto-enabled PE fund"
X Link 2025-11-22T20:59Z 133.4K followers, 15.7K engagements
"@Fiskantes Yep. Amazon was profitable since the early days - the exponential chart is misleading. And yes their model is razor think margins but the market never valued it above 2-4x P/S (other than 1998). Pays to check financial reports and 10-Ks but folks dont care to check"
X Link 2025-11-29T02:26Z 133.4K followers, 1151 engagements
"Dan @DTAPCAP youre a great macro thinker but tech platforms and gold are not the same asset class Bitcoin absolutely has monetary network effects. Im not out here comparing BTC to social apps. BTC is a monetary commodity a social construct like gold. Its value is simply supply = demand Ethereum and everything else Completely different animals Lumping all of this under crypto is a category error. It's lazy.we are no longer in the white paper era. We have proof points and traction to support segmentation. Fortunately (and unfortunately for some) when you show revenue the market starts comparing"
X Link 2025-12-01T12:41Z 133.4K followers, 25.2K engagements
"Has anyone done an analysis of user retention onchain"
X Link 2025-12-02T13:18Z 133.4K followers, 12K engagements
"Will ETH reach a $1T market cap this cycle"
X Link 2025-12-04T16:10Z 133.4K followers, 5278 engagements
"Almost hired a social media manager. But .eth does the job better and for free Invert always invert"
X Link 2025-12-05T16:39Z 133.4K followers, 22.4K engagements
"Its cold out there. We bring the heat. Tune in to the latest empire pod 🔥"
X Link 2025-12-05T18:54Z 133.4K followers, 8289 engagements
"@OnlyCharts_xyz Different logic. Bitcoin doesnt pretend to be anything other than digital gold. Everything else should trade like tech / fintech"
X Link 2025-12-06T12:38Z 133.4K followers, 3657 engagements
"@izebel_eth if more of the flow comes from centralized exchange or L2s USD USDC asset (no L1/L2 currency required) and well ERC-4337 sort of broke that forced buyer of base currency dynamic"
X Link 2025-12-07T09:36Z 133.4K followers, 4887 engagements
"Berkshire Hathaway onchain"
X Link 2025-11-29T20:58Z 133.4K followers, 81.3K engagements
"Lets play a game of what would you rather own - at similar valuations $400B SpaceX Ethereum $100B Stripe Solana $80B Revolut Solana $20B Twilio Chainlink"
X Link 2025-11-14T05:38Z 133.4K followers, 159.7K engagements
"Amazon didnt show net income for XX years is a great story - but its not true. Amazon was profitable in 1998 one year after IPO and profitable in XX of the last XX years. And for what its worth Amazon does have a block explorer - its called the SEC filings database @hosseeb. If were going to use Amazon as the analogy for crypto we should use the real company not the myth. 👉 Full breakdown:"
X Link 2025-11-29T15:59Z 133.4K followers, 80.5K engagements
"Real GDP onchain Invert always invert"
X Link 2025-12-04T02:51Z 133.4K followers, 15.9K engagements
"Is it priced in Thats the only question that matters You can buy a great asset at a terrible price and lose a lot of money You can buy a terrible asset at a great price and make a ton of money Techno-optimism has peaked Market is drunk on narratives and has left for dead solid unsexy businesses I'm long overlooked deeply unsexy businesses that will reap the benefits of technology and reprice Mean reversion is real"
X Link 2025-12-04T03:05Z 133.4K followers, 19.1K engagements
"@CastigFan1337 Investors that listened to Tom Lee are down $X billion"
X Link 2025-12-05T02:10Z 133.4K followers, 2817 engagements
"Network effects are overstated in crypto. Its become a lazy catch-all used to justify social-network-style valuations for networks that have shown little real value capture. Crypto networks are closer to Linux than to Facebook"
X Link 2025-11-27T22:37Z 133.4K followers, 252K engagements
"Amazon wasnt a 22-year science experiment it was profitable in 1998 and profitable in XX of the last XX years. If were going to use Amazon as the analogy for crypto we should at least use the real company not the fictional one. Full breakdown:"
X Link 2025-11-29T15:09Z 133.4K followers, 148.6K engagements
"This is the most absurd analogy Ive heard. When you buy ETH youre not buying the buildings or businesses in that city which capture most of the value. Youre instead buying a claim on future tax revenue. And btw (checks notes) Singapore doesnt have a high tax rate"
X Link 2025-12-04T01:47Z 133.4K followers, 43.1K engagements
"A new company called Inversion is emerging within this shift acquiring traditional businesses and rebuilding their infrastructure on blockchain rails to create more transparent programmable and globally interoperable systems. Five years ago the technology was not fully developed regulatory frameworks were unsupportive and mainstream users were not ready for such a transformation. Today they are"
X Link 2025-12-05T22:59Z 133.4K followers, 77.8K engagements
"@tahaahmed @GornesJ"
X Link 2025-12-06T01:24Z 133.4K followers, XXX engagements
"A sober reminder of where we stand as an industry: - Crypto has 40M monthly active users (MAUs) today - Facebook IPOd with 845M MAUs at a $100B market cap - OpenAI has 800M MAUs and was last valued at $500B We want a $XX trillion asset class We need a billion users. Minimum"
X Link 2025-12-06T10:05Z 133.4K followers, 82.9K engagements
"Every business will eventually use crypto"
X Link 2025-12-07T12:45Z 133.4K followers, 23.1K engagements
"crypto is better when there are a billion users on-chain Shame if we build all these incredible apps and no one shows up I used to think building the tech was enough that everyone would clearly see the benefits to sending and storing stablecoins the transparent nature of DeFi the price discovery of AMMs the provenance/scarcity/ownership of digital goods I was wrong. People dont change their habits easily Crypto touches money and most people dont switch bank accounts the way they switch apps Changing consumer behavior is really really hard And speculation alone wont carry us to the promise"
X Link 2025-12-09T09:30Z 133.4K followers, 15.4K engagements