[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@0xBreadguy](/creator/twitter/0xBreadguy) "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](https://x.com/0xBreadguy/status/1978237300221059173) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-14T23:11Z 56K 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](https://x.com/0xBreadguy/status/1975944447230922779) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-08T15:20Z 56.1K followers, 47K engagements "It's all construction talk and teams who are live + showing success (Hyperliquid) are given grace bumps because they're actually seeing success. Even not being live on Mainnet there is a public testnet that anyone can (and has) challenged technically. Just because it doesn't have a dollar on it doesn't mean it isn't holding up to the same capacity forces. Here's someone who tried to put 500k NFT mints into a single tx" [X Link](https://x.com/0xBreadguy/status/1979259283285131526) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-17T18:52Z 56.1K followers, XX engagements "@ika_xbt Nah - mostly out of Kaito. I took a scalp on BTC and just got lazy with the position leaving it open. Now it's underwater" [X Link](https://x.com/0xBreadguy/status/1979313305350214128) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-17T22:27Z 56K followers, XXX engagements "Biggest liquidation ever in crypto" [X Link](https://x.com/0xBreadguy/status/1977692704109900066) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-13T11:07Z 56.1K followers, 3949 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](https://x.com/0xBreadguy/status/1884797469965562342) [@0xBreadguy](/creator/x/0xBreadguy) 2025-01-30T02:55Z 56.1K followers, 34.5K engagements "@0xFeetPic @zoomerfied @AlloraNetwork Gimme a tldr" [X Link](https://x.com/0xBreadguy/status/1978825417160069202) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T14:08Z 56.1K followers, XXX engagements "@MarcinRedStone @chainlink @ethena_labs @redstone_defi Bunch of chads" [X Link](https://x.com/0xBreadguy/status/1978838618341884305) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T15:01Z 56.1K followers, XXX engagements "@mteamisloading @z0r0zzz It's my personal sidequest to pill him on Mega and make COINS a thriving implementation once we're live. Too synergistic" [X Link](https://x.com/0xBreadguy/status/1978889965854691574) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T18:25Z 56.1K followers, XXX engagements "@Zedzies @chainlink @ethena_labs @redstone_defi Yea it's all application determined. Chainlink data will exist in a precompile contract. Redstone data will exist in a Redstone contract. Teams can opt to use one both or neither onchain or integrated Data Streams directly into their frontend" [X Link](https://x.com/0xBreadguy/status/1978851778738139167) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T15:53Z 56.1K followers, XXX engagements "@CampbellEaston @megaeth_labs @chainlink It's pulled in by the sequencer. There will be a precompile that holds the data and pulls it in optimistically. Whenever it sees a tx referencing the data it initiates the pull and updates the contract ahead of the tx executing" [X Link](https://x.com/0xBreadguy/status/1978828576808923456) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T14:21Z 56.1K followers, XXX engagements "It's both Redstone is a push oracle with and will have data onchain in every block. Chainlink is a native oracle which is a pull-based oracle (offchain) that we have the sequencer refresh the data for and embed in a system smartcontract (precompile) anytime it detects a tx needing the info" [X Link](https://x.com/0xBreadguy/status/1978826091755081910) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T14:11Z 56.1K followers, XX 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](https://x.com/0xBreadguy/status/1978581106187469262) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-15T21:57Z 56.1K followers, 1989 engagements "Yea the flow goes: - tx accessing precompile enters mempool - Sequencer detects this initiates pull to Chainlink inserts update tx ahead of user tx - Inserted tx updates precompile info to as-fresh-as-possible Frontrunning won't happen because the mempool is only known to the sequencer" [X Link](https://x.com/0xBreadguy/status/1978838408824058169) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T15:00Z 56.1K followers, 1376 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](https://x.com/0xBreadguy/status/1973004158442889693) [@0xBreadguy](/creator/x/0xBreadguy) 2025-09-30T12:37Z 56.1K followers, 15.1K engagements "@OlricOnlyfornft @chainlink @ethena_labs @redstone_defi @Pi_Squared_Pi2 Rest now olric. You did good" [X Link](https://x.com/0xBreadguy/status/1978887780747882723) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T18:16Z 56.1K followers, XX engagements "I will XXX% catch shit for this but thought it would be fun to make so I did. Here is a 3-plane comparison of a bunch of chains with my own arbitrary 1-10 scoring on: X. Decentralization (liveness CR CN) X. Performance capacity X. Distribution Notes: - For Monad and Tempo I think Tempo's distribution through Paradigm and Stripe is godly so I give it the edge there and almost maxed out X but Monad will be more decentralized out of the box X than most offerings while being same performance X. - Plasma kind of tales Tempo by being permissioned validator set X with less performance X and" [X Link](https://x.com/0xBreadguy/status/1979250959244308968) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-17T18:19Z 56.1K followers, 33K engagements "Took longer than I thought but came out nicely. Comparative to traditional Data Streams is that: - X Must include the work from X - X work is added to dev's workload - X isn't possible or available to non-Euphoria contracts as the pricing data is only known to the initiating app - X is dependent on the app implementation whereas it's always optimal for native" [X Link](https://x.com/0xBreadguy/status/1978873790479372543) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T17:20Z 56.1K followers, 20K 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](https://x.com/0xBreadguy/status/1977011554429329900) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-11T14:01Z 56.1K followers, 11.4K engagements "@chainlink @ethena_labs @redstone_defi and make sure you click through to the blog to see @HarukoRose art It's always so good" [X Link](https://x.com/0xBreadguy/status/1978825584516993187) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T14:09Z 56.1K followers, 2526 engagements "Missed Arbitrum in the header but it's top is the chain itself" [X Link](https://x.com/0xBreadguy/status/1979004196142592264) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-17T01:59Z 56.1K followers, 1425 engagements "Why this isn't the top: everyone on CT is saying it's the top and CT is never right. Thank you for your attention to this matter" [X Link](https://x.com/0xBreadguy/status/1979572117881684242) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-18T15:35Z 56.1K followers, 6842 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](https://x.com/0xBreadguy/status/1965085422146769011) [@0xBreadguy](/creator/x/0xBreadguy) 2025-09-08T16:10Z 56.1K followers, 56.7K engagements "Hyperliquid whale goes short again" [X Link](https://x.com/0xBreadguy/status/1978054691318792367) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-14T11:06Z 56K followers, 4264 engagements "@chainlink @ethena_labs @redstone_defi Day X stateless multi-client implementation of a high performance chain with @Pi_Squared_Pi2" [X Link](https://x.com/0xBreadguy/status/1978886108155981889) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T18:09Z 56.1K followers, 2340 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](https://x.com/0xBreadguy/status/1917609337209643504) [@0xBreadguy](/creator/x/0xBreadguy) 2025-04-30T15:57Z 56K followers, 14K engagements "@0xkydo @chainlink @ethena_labs @redstone_defi Raise your targets Kydo" [X Link](https://x.com/0xBreadguy/status/1978870443756130807) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T17:07Z 56.1K followers, XXX 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](https://x.com/0xBreadguy/status/1978243868874162466) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-14T23:37Z 56K followers, XXX engagements "More info: - Desktop recommended. Mobile signup is having issues with social linking on Sonar" [X Link](https://x.com/0xBreadguy/status/1978455480914632820) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-15T13:38Z 56.1K followers, 1800 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](https://x.com/0xBreadguy/status/1977928465967178027) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-14T02:44Z 56K followers, 9236 engagements "@gmcaseycraig feels kinda euphoric ngl" [X Link](https://x.com/0xBreadguy/status/1978894782043680840) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T18:44Z 56.1K followers, XXX engagements "Alright I drew a picture on how this works and why it's different // a net-new model. Freshest-possible pricing efficient tx initiation (only done when needed) and onchain composability. Wins everywhere. For reference this is how traditional pull oracles work with the same outlined work being required: - X Must include the work done from X - X Work is added to dev's workload - X isn't possible or available to non-Euphoria contracts as the pricing data is only known to the initiating app from X - X is dependent on the app implementation whereas it's always optimal for a native implementation" [X Link](https://x.com/0xBreadguy/status/1978880262512746642) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T17:46Z 56.1K followers, 50.1K engagements "Okay now what about when you 100x it" [X Link](https://x.com/0xBreadguy/status/1978212566674407814) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-14T21:33Z 56.1K followers, 26.6K engagements "@ComfyVentures @uttam_singhk @megaeth_labs @chainlink Not from this specific implementation but we have options on the chain @ProofOfPlay and @gelatonetwork come to mind" [X Link](https://x.com/0xBreadguy/status/1978828066236268886) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T14:19Z 56.1K followers, XX 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](https://x.com/0xBreadguy/status/1966961757920129208) [@0xBreadguy](/creator/x/0xBreadguy) 2025-09-13T20:26Z 56.1K followers, 6405 engagements "@uttam_singhk @megaeth_labs @chainlink It's not open yet but yes there will be a precompile that the whenever the sequencer detects a tx accessing it will frontrun a data refresh so that it's onchain. Devs just reference the precompile - no additional overhead in the app like traditional pull" [X Link](https://x.com/0xBreadguy/status/1978827195742032267) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T14:15Z 56.1K followers, XXX engagements "@megaeth_labs @chainlink I'll draw a picture of this one for people when I have time. It's badass" [X Link](https://x.com/0xBreadguy/status/1978825310352167122) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T14:08Z 56.1K followers, 2023 engagements "Extending the streak of Mega firsts: First native Data Streams oracle with @chainlink First native stablecoin (USDm) with @ethena_labs Fastest push oracle with @redstone_defi Incredibly excited to see industry-leading partners stepping up to innovate with us" [X Link](https://x.com/0xBreadguy/status/1978825188050432080) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T14:07Z 56.1K followers, 36.5K engagements "I made sprite sheets for a bunch of iconic crypto characters (plus bread). Pepe Pudgy Punks Azuki. Prompt at the bottom" [X Link](https://x.com/0xBreadguy/status/1915591254332891203) [@0xBreadguy](/creator/x/0xBreadguy) 2025-04-25T02:18Z 56.1K followers, 165.2K 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](https://x.com/0xBreadguy/status/1975918129717862821) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-08T13:36Z 56K followers, 46.5K engagements "Morgan Stanley recommends X% crypto allocation" [X Link](https://x.com/0xBreadguy/status/1975517817614311436) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-07T11:05Z 56.1K followers, 7973 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](https://x.com/0xBreadguy/status/1924212668401156432) [@0xBreadguy](/creator/x/0xBreadguy) 2025-05-18T21:17Z 56.1K 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](https://x.com/0xBreadguy/status/1977817335470993747) [@0xBreadguy](/creator/x/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](https://x.com/0xBreadguy/status/1978453369673916927) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-15T13:30Z 56.1K followers, 28.5K engagements "My notes: X. Dankrad has been one of the more-aggressive "scale the L1" advocates of recent years so losing him as a voice is not-awesome for what I view as the most value-accretive roadmap for Ethereum. X. Losing him to Tempo (the Stripe+Paradigm L1) is doubly-bad even if you buy into "it's all EVM bro" narrative. It's same-same as Max going to Solana but bigger. At least he's staying on as a contributor. X. I do not believe in the "it's all EVM bro" narrative. Tempo Avalanche Binance Monad et al will contribute X value to $ETH. Chains settling to Ethereum (Base Arbitrum MegaETH) have a" [X Link](https://x.com/0xBreadguy/status/1979186891049308574) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-17T14:05Z 56.1K followers, 51.9K engagements "Yea it's honestly a little bit of faith/black box for me just knowing the entities behind it. I see the talent acquisition (e.g. Dankrad) as a proxy for what they can achieve just using name and presence to snag reach. Figured the same will happen for broader B2B adoption which eventually makes its way to users via stuff like Shopify. Anyways you guys have them cooked on an open system while keeping same performance (last I saw was then quoting 10k TPS too). Would prefer you win" [X Link](https://x.com/0xBreadguy/status/1979273426201383075) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-17T19:48Z 56.1K followers, XXX engagements "@happysubstack Given all of my onchain gold is getting cooked and my offchain gold (onchain) is printing I want more of this too" [X Link](https://x.com/0xBreadguy/status/1978858158496817361) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T16:18Z 56.1K followers, XX 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](https://x.com/0xBreadguy/status/1977890077570429162) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-14T00:11Z 56.1K 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](https://x.com/0xBreadguy/status/1978255094853386652) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-15T00:22Z 56.1K followers, 51.3K engagements "@sayinshallah @megaeth_labs @chainlink It actually helps keep the APY real" [X Link](https://x.com/0xBreadguy/status/1978821132976263469) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T13:51Z 56.1K followers, XXX engagements ""aren't really driving much financial demand to the base layer." I'd argue it's net-negative demand directly to the base layer in an execution sense. The value comes from "you can do weird shit with $ETH on MegaETH than on Ethereum directly" It having a higher likelihood of being used there because of it's privileged position is the saving grace. Example today being people doing Virtuals stuff on Base denominated in $ETH. Creates $ETH buy pressure" [X Link](https://x.com/0xBreadguy/status/1979252195486052367) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-17T18:24Z 56.1K followers, 1012 engagements "Class of 2017 rise up. My coins: VeChain Stellar Nano Ethereum" [X Link](https://x.com/0xBreadguy/status/1931451944020963770) [@0xBreadguy](/creator/x/0xBreadguy) 2025-06-07T20:43Z 56.1K followers, 35.1K engagements "Perps will replace memes as a r/r dopamine outlet. Pretty confident in that. Using HYPE and PUMP fees as sector adoption proxies the trend for the last year has been to perps. Platforms will make perps more-accessible and people continue tol prefer SOL on 20x to fliers on rug coins for same returns" [X Link](https://x.com/0xBreadguy/status/1975302897907999161) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-06T20:51Z 56.1K followers, 28.1K 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](https://x.com/0xBreadguy/status/1972722760691704277) [@0xBreadguy](/creator/x/0xBreadguy) 2025-09-29T17:58Z 56K followers, 29.2K engagements "PUMP-BONK-PUMP HYPE-ASTER-HYPE Same same. Just don't make the beta your identity" [X Link](https://x.com/0xBreadguy/status/1972461134709133597) [@0xBreadguy](/creator/x/0xBreadguy) 2025-09-29T00:39Z 56K followers, 19K engagements "@z0r0zzz @ethereum @LidoFinance Someone is giving up that yield though unfortunately. Would need altruism from a large ETH holder or collective which seems unlikely" [X Link](https://x.com/0xBreadguy/status/1979569098549059760) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-18T15:23Z 56.1K followers, XXX 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](https://x.com/0xBreadguy/status/1924149707980648773) [@0xBreadguy](/creator/x/0xBreadguy) 2025-05-18T17:06Z 56.1K followers, 55K engagements "First we thought we were making digital money then found PMF bringing offchain money onchain (stables). What if gold just comes onchain and that's the thing everyone wants instead of our digital gold (BTC)" [X Link](https://x.com/0xBreadguy/status/1978829659413389608) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T14:25Z 56.1K followers, 2845 engagements "Remember those dudes streaming trading sessions on stage at KBW That but a leveled-up product. Sign up bros" [X Link](https://x.com/0xBreadguy/status/1978852159857852617) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T15:54Z 56.1K followers, 11.8K engagements "@real_philogy @tkstanczak @ithacaxyz @zksync @a16zcrypto Dropping a recent debugging tool" [X Link](https://x.com/0xBreadguy/status/1978946780466233358) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-16T22:10Z 56.1K 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](https://x.com/0xBreadguy/status/1978112475712090123) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-14T14:55Z 56K followers, XXX engagements "@megaeth_labs If you're getting blocked" [X Link](https://x.com/0xBreadguy/status/1978450318938566988) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-15T13:18Z 56.1K followers, 33.7K 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](https://x.com/0xBreadguy/status/1955587334604476639) [@0xBreadguy](/creator/x/0xBreadguy) 2025-08-13T11:08Z 56.1K followers, 6147 engagements "97b92627ace5fde5558f7f941caab010676b9865acd28c2139650bf9873561d1" [X Link](https://x.com/0xBreadguy/status/1978449732138663940) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-15T13:15Z 56.1K followers, 21.7K engagements "Hyperps are undervalued (as an app) HyperEVM is overvalued (as an L1)" [X Link](https://x.com/0xBreadguy/status/1978234909929111793) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-14T23:02Z 56.1K followers, 21.5K engagements "@gladiatorsats Social liquidity farming" [X Link](https://x.com/0xBreadguy/status/1978271378164891865) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-15T01:27Z 56K followers, XXX engagements "I mean he's not wrong. When ranked by 30d app revenue BSC is actually pretty strong (4th). More interesting though is the leading app for each chain. Launchpad Solana BSC Perps Hyperliquid Edgex Stablecoins Ethereum DEX Base Avalanche Other Polygon Aptos" [X Link](https://x.com/0xBreadguy/status/1979003789773250590) [@0xBreadguy](/creator/x/0xBreadguy) 2025-10-17T01:57Z 56.1K followers, 15.2K engagements
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@0xBreadguy
"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 56K 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 56.1K followers, 47K engagements
"It's all construction talk and teams who are live + showing success (Hyperliquid) are given grace bumps because they're actually seeing success. Even not being live on Mainnet there is a public testnet that anyone can (and has) challenged technically. Just because it doesn't have a dollar on it doesn't mean it isn't holding up to the same capacity forces. Here's someone who tried to put 500k NFT mints into a single tx"
X Link @0xBreadguy 2025-10-17T18:52Z 56.1K followers, XX engagements
"@ika_xbt Nah - mostly out of Kaito. I took a scalp on BTC and just got lazy with the position leaving it open. Now it's underwater"
X Link @0xBreadguy 2025-10-17T22:27Z 56K followers, XXX engagements
"Biggest liquidation ever in crypto"
X Link @0xBreadguy 2025-10-13T11:07Z 56.1K followers, 3949 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 56.1K followers, 34.5K engagements
"@0xFeetPic @zoomerfied @AlloraNetwork Gimme a tldr"
X Link @0xBreadguy 2025-10-16T14:08Z 56.1K followers, XXX engagements
"@MarcinRedStone @chainlink @ethena_labs @redstone_defi Bunch of chads"
X Link @0xBreadguy 2025-10-16T15:01Z 56.1K followers, XXX engagements
"@mteamisloading @z0r0zzz It's my personal sidequest to pill him on Mega and make COINS a thriving implementation once we're live. Too synergistic"
X Link @0xBreadguy 2025-10-16T18:25Z 56.1K followers, XXX engagements
"@Zedzies @chainlink @ethena_labs @redstone_defi Yea it's all application determined. Chainlink data will exist in a precompile contract. Redstone data will exist in a Redstone contract. Teams can opt to use one both or neither onchain or integrated Data Streams directly into their frontend"
X Link @0xBreadguy 2025-10-16T15:53Z 56.1K followers, XXX engagements
"@CampbellEaston @megaeth_labs @chainlink It's pulled in by the sequencer. There will be a precompile that holds the data and pulls it in optimistically. Whenever it sees a tx referencing the data it initiates the pull and updates the contract ahead of the tx executing"
X Link @0xBreadguy 2025-10-16T14:21Z 56.1K followers, XXX engagements
"It's both Redstone is a push oracle with and will have data onchain in every block. Chainlink is a native oracle which is a pull-based oracle (offchain) that we have the sequencer refresh the data for and embed in a system smartcontract (precompile) anytime it detects a tx needing the info"
X Link @0xBreadguy 2025-10-16T14:11Z 56.1K followers, XX 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 56.1K followers, 1989 engagements
"Yea the flow goes: - tx accessing precompile enters mempool - Sequencer detects this initiates pull to Chainlink inserts update tx ahead of user tx - Inserted tx updates precompile info to as-fresh-as-possible Frontrunning won't happen because the mempool is only known to the sequencer"
X Link @0xBreadguy 2025-10-16T15:00Z 56.1K followers, 1376 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 56.1K followers, 15.1K engagements
"@OlricOnlyfornft @chainlink @ethena_labs @redstone_defi @Pi_Squared_Pi2 Rest now olric. You did good"
X Link @0xBreadguy 2025-10-16T18:16Z 56.1K followers, XX engagements
"I will XXX% catch shit for this but thought it would be fun to make so I did. Here is a 3-plane comparison of a bunch of chains with my own arbitrary 1-10 scoring on: X. Decentralization (liveness CR CN) X. Performance capacity X. Distribution Notes: - For Monad and Tempo I think Tempo's distribution through Paradigm and Stripe is godly so I give it the edge there and almost maxed out X but Monad will be more decentralized out of the box X than most offerings while being same performance X. - Plasma kind of tales Tempo by being permissioned validator set X with less performance X and"
X Link @0xBreadguy 2025-10-17T18:19Z 56.1K followers, 33K engagements
"Took longer than I thought but came out nicely. Comparative to traditional Data Streams is that: - X Must include the work from X - X work is added to dev's workload - X isn't possible or available to non-Euphoria contracts as the pricing data is only known to the initiating app - X is dependent on the app implementation whereas it's always optimal for native"
X Link @0xBreadguy 2025-10-16T17:20Z 56.1K followers, 20K 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 56.1K followers, 11.4K engagements
"@chainlink @ethena_labs @redstone_defi and make sure you click through to the blog to see @HarukoRose art It's always so good"
X Link @0xBreadguy 2025-10-16T14:09Z 56.1K followers, 2526 engagements
"Missed Arbitrum in the header but it's top is the chain itself"
X Link @0xBreadguy 2025-10-17T01:59Z 56.1K followers, 1425 engagements
"Why this isn't the top: everyone on CT is saying it's the top and CT is never right. Thank you for your attention to this matter"
X Link @0xBreadguy 2025-10-18T15:35Z 56.1K followers, 6842 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 56.1K followers, 56.7K engagements
"Hyperliquid whale goes short again"
X Link @0xBreadguy 2025-10-14T11:06Z 56K followers, 4264 engagements
"@chainlink @ethena_labs @redstone_defi Day X stateless multi-client implementation of a high performance chain with @Pi_Squared_Pi2"
X Link @0xBreadguy 2025-10-16T18:09Z 56.1K followers, 2340 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 56K followers, 14K engagements
"@0xkydo @chainlink @ethena_labs @redstone_defi Raise your targets Kydo"
X Link @0xBreadguy 2025-10-16T17:07Z 56.1K followers, XXX 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 56K followers, XXX engagements
"More info: - Desktop recommended. Mobile signup is having issues with social linking on Sonar"
X Link @0xBreadguy 2025-10-15T13:38Z 56.1K followers, 1800 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, 9236 engagements
"@gmcaseycraig feels kinda euphoric ngl"
X Link @0xBreadguy 2025-10-16T18:44Z 56.1K followers, XXX engagements
"Alright I drew a picture on how this works and why it's different // a net-new model. Freshest-possible pricing efficient tx initiation (only done when needed) and onchain composability. Wins everywhere. For reference this is how traditional pull oracles work with the same outlined work being required: - X Must include the work done from X - X Work is added to dev's workload - X isn't possible or available to non-Euphoria contracts as the pricing data is only known to the initiating app from X - X is dependent on the app implementation whereas it's always optimal for a native implementation"
X Link @0xBreadguy 2025-10-16T17:46Z 56.1K followers, 50.1K engagements
"Okay now what about when you 100x it"
X Link @0xBreadguy 2025-10-14T21:33Z 56.1K followers, 26.6K engagements
"@ComfyVentures @uttam_singhk @megaeth_labs @chainlink Not from this specific implementation but we have options on the chain @ProofOfPlay and @gelatonetwork come to mind"
X Link @0xBreadguy 2025-10-16T14:19Z 56.1K followers, XX 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 56.1K followers, 6405 engagements
"@uttam_singhk @megaeth_labs @chainlink It's not open yet but yes there will be a precompile that the whenever the sequencer detects a tx accessing it will frontrun a data refresh so that it's onchain. Devs just reference the precompile - no additional overhead in the app like traditional pull"
X Link @0xBreadguy 2025-10-16T14:15Z 56.1K followers, XXX engagements
"@megaeth_labs @chainlink I'll draw a picture of this one for people when I have time. It's badass"
X Link @0xBreadguy 2025-10-16T14:08Z 56.1K followers, 2023 engagements
"Extending the streak of Mega firsts: First native Data Streams oracle with @chainlink First native stablecoin (USDm) with @ethena_labs Fastest push oracle with @redstone_defi Incredibly excited to see industry-leading partners stepping up to innovate with us"
X Link @0xBreadguy 2025-10-16T14:07Z 56.1K followers, 36.5K 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 56.1K followers, 165.2K 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 56.1K followers, 7973 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 56.1K 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 56.1K followers, 28.5K engagements
"My notes: X. Dankrad has been one of the more-aggressive "scale the L1" advocates of recent years so losing him as a voice is not-awesome for what I view as the most value-accretive roadmap for Ethereum. X. Losing him to Tempo (the Stripe+Paradigm L1) is doubly-bad even if you buy into "it's all EVM bro" narrative. It's same-same as Max going to Solana but bigger. At least he's staying on as a contributor. X. I do not believe in the "it's all EVM bro" narrative. Tempo Avalanche Binance Monad et al will contribute X value to $ETH. Chains settling to Ethereum (Base Arbitrum MegaETH) have a"
X Link @0xBreadguy 2025-10-17T14:05Z 56.1K followers, 51.9K engagements
"Yea it's honestly a little bit of faith/black box for me just knowing the entities behind it. I see the talent acquisition (e.g. Dankrad) as a proxy for what they can achieve just using name and presence to snag reach. Figured the same will happen for broader B2B adoption which eventually makes its way to users via stuff like Shopify. Anyways you guys have them cooked on an open system while keeping same performance (last I saw was then quoting 10k TPS too). Would prefer you win"
X Link @0xBreadguy 2025-10-17T19:48Z 56.1K followers, XXX engagements
"@happysubstack Given all of my onchain gold is getting cooked and my offchain gold (onchain) is printing I want more of this too"
X Link @0xBreadguy 2025-10-16T16:18Z 56.1K followers, XX 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 56.1K 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 56.1K followers, 51.3K engagements
"@sayinshallah @megaeth_labs @chainlink It actually helps keep the APY real"
X Link @0xBreadguy 2025-10-16T13:51Z 56.1K followers, XXX engagements
""aren't really driving much financial demand to the base layer." I'd argue it's net-negative demand directly to the base layer in an execution sense. The value comes from "you can do weird shit with $ETH on MegaETH than on Ethereum directly" It having a higher likelihood of being used there because of it's privileged position is the saving grace. Example today being people doing Virtuals stuff on Base denominated in $ETH. Creates $ETH buy pressure"
X Link @0xBreadguy 2025-10-17T18:24Z 56.1K followers, 1012 engagements
"Class of 2017 rise up. My coins: VeChain Stellar Nano Ethereum"
X Link @0xBreadguy 2025-06-07T20:43Z 56.1K followers, 35.1K engagements
"Perps will replace memes as a r/r dopamine outlet. Pretty confident in that. Using HYPE and PUMP fees as sector adoption proxies the trend for the last year has been to perps. Platforms will make perps more-accessible and people continue tol prefer SOL on 20x to fliers on rug coins for same returns"
X Link @0xBreadguy 2025-10-06T20:51Z 56.1K followers, 28.1K 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 56K followers, 29.2K engagements
"PUMP-BONK-PUMP HYPE-ASTER-HYPE Same same. Just don't make the beta your identity"
X Link @0xBreadguy 2025-09-29T00:39Z 56K followers, 19K engagements
"@z0r0zzz @ethereum @LidoFinance Someone is giving up that yield though unfortunately. Would need altruism from a large ETH holder or collective which seems unlikely"
X Link @0xBreadguy 2025-10-18T15:23Z 56.1K followers, XXX 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 56.1K followers, 55K engagements
"First we thought we were making digital money then found PMF bringing offchain money onchain (stables). What if gold just comes onchain and that's the thing everyone wants instead of our digital gold (BTC)"
X Link @0xBreadguy 2025-10-16T14:25Z 56.1K followers, 2845 engagements
"Remember those dudes streaming trading sessions on stage at KBW That but a leveled-up product. Sign up bros"
X Link @0xBreadguy 2025-10-16T15:54Z 56.1K followers, 11.8K engagements
"@real_philogy @tkstanczak @ithacaxyz @zksync @a16zcrypto Dropping a recent debugging tool"
X Link @0xBreadguy 2025-10-16T22:10Z 56.1K 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 56K followers, XXX engagements
"@megaeth_labs If you're getting blocked"
X Link @0xBreadguy 2025-10-15T13:18Z 56.1K followers, 33.7K 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 56.1K followers, 6147 engagements
"97b92627ace5fde5558f7f941caab010676b9865acd28c2139650bf9873561d1"
X Link @0xBreadguy 2025-10-15T13:15Z 56.1K followers, 21.7K engagements
"Hyperps are undervalued (as an app) HyperEVM is overvalued (as an L1)"
X Link @0xBreadguy 2025-10-14T23:02Z 56.1K followers, 21.5K engagements
"@gladiatorsats Social liquidity farming"
X Link @0xBreadguy 2025-10-15T01:27Z 56K followers, XXX engagements
"I mean he's not wrong. When ranked by 30d app revenue BSC is actually pretty strong (4th). More interesting though is the leading app for each chain. Launchpad Solana BSC Perps Hyperliquid Edgex Stablecoins Ethereum DEX Base Avalanche Other Polygon Aptos"
X Link @0xBreadguy 2025-10-17T01:57Z 56.1K followers, 15.2K engagements
/creator/twitter::1453661470869360643/posts