# ![@0xCryptoSam Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1466127492176044035.png) @0xCryptoSam Sam

Sam posts on X about crypto, the most, hyperliquid, business the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1466127492176044035/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1466127492176044035/c:line/m:interactions.svg)

- [--] Week [-------] -10%
- [--] Month [-------] +19%
- [--] Months [----------] +450%
- [--] Year [----------] +1,358%

### Mentions: [--] [#](/creator/twitter::1466127492176044035/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1466127492176044035/c:line/m:posts_active.svg)

- [--] Week [--] +17%
- [--] Month [---] +11%
- [--] Months [---] +126%
- [--] Year [---] +217%

### Followers: [-----] [#](/creator/twitter::1466127492176044035/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1466127492176044035/c:line/m:followers.svg)

- [--] Week [-----] +1.10%
- [--] Month [-----] +2.90%
- [--] Months [-----] +101%
- [--] Year [-----] +353%

### CreatorRank: [-------] [#](/creator/twitter::1466127492176044035/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1466127492176044035/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  41.35% [cryptocurrencies](/list/cryptocurrencies)  25.96% [technology brands](/list/technology-brands)  11.54% [exchanges](/list/exchanges)  11.54% [stocks](/list/stocks)  11.54% [social networks](/list/social-networks)  1.92% [automotive brands](/list/automotive-brands)  1.92% [products](/list/products)  0.96% [gaming](/list/gaming)  0.96%

**Social topic influence**
[crypto](/topic/crypto) #4556, [the most](/topic/the-most) 10.58%, [hyperliquid](/topic/hyperliquid) #439, [business](/topic/business) 8.65%, [future](/topic/future) 5.77%, [rwa](/topic/rwa) 5.77%, [etherfi](/topic/etherfi) #59, [bitcoin](/topic/bitcoin) 4.81%, [ethereum](/topic/ethereum) 4.81%, [defi](/topic/defi) #3693

**Top accounts mentioned or mentioned by**
[@messaricrypto](/creator/undefined) [@therollupco](/creator/undefined) [@etherfi](/creator/undefined) [@0xfishylosopher](/creator/undefined) [@thinkingusd](/creator/undefined) [@charliemmonger](/creator/undefined) [@kelxyz](/creator/undefined) [@nanitheheck](/creator/undefined) [@inversebrah](/creator/undefined) [@bobajeanjacques](/creator/undefined) [@x256xx](/creator/undefined) [@kunalgoel](/creator/undefined) [@coinbase](/creator/undefined) [@lucaskozinski](/creator/undefined) [@insomniacxbt](/creator/undefined) [@tulipking](/creator/undefined) [@ape2616](/creator/undefined) [@strykrai](/creator/undefined) [@kreisermatt](/creator/undefined) [@andyyy](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Ethereum (ETH)](/topic/ethereum) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Pump.fun (PUMP)](/topic/pumpfun) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Kamino (KMNO)](/topic/kamino) [Solana (SOL)](/topic/solana) [Bubblemaps (BMT)](/topic/bubblemaps) [Ethena (ENA)](/topic/$ena) [Litentry (LIT)](/topic/$lit)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Defi_Warhol @ether_fi The replies to this tweet tell me there are 20+ companies actively pursuing or who already have built this product. The question is what makes one stand out"  
[X Link](https://x.com/0xCryptoSam/status/2021680407821820001)  2026-02-11T20:19Z [----] followers, [---] engagements


"Absolutely no one is pricing in this scenario rn btw. JUST IN: President Trump says he is considering $1000 - $2000 stimulus checks for all taxpayers using tariff revenue. JUST IN: President Trump says he is considering $1000 - $2000 stimulus checks for all taxpayers using tariff revenue"  
[X Link](https://x.com/0xCryptoSam/status/1973863326217273598)  2025-10-02T21:31Z [----] followers, 10.2K engagements


"@ThinkingUSD"  
[X Link](https://x.com/0xCryptoSam/status/2017715346669519218)  2026-01-31T21:43Z [----] followers, [---] engagements


"@loraclexyz Easy to say today. If 90% of gamblers left tomorrow crypto would still come back stronger next cycle just like it has Every. Single. Time. Do not confuse what today looks like vs the future. I have no opinion on whether Bitcoin is entering a bear phase or not but here are some things people say in every bear market that have been proven wrong every time: 0/ I have no opinion on whether Bitcoin is entering a bear phase or not but here are some things people say in every bear market that have been proven wrong every time: 0/"  
[X Link](https://x.com/0xCryptoSam/status/2017716198943646039)  2026-01-31T21:46Z [----] followers, 16.1K engagements


"This could be very bullish for pre-IPO trading on Hyperliquid. Were about to see the most news-driven IPO cycle ever (OpenAI SpaceX Anthropic). They'll become some of the largest most important companies of all time. There will undoubtedly be demand to bet on those markets but the fundamental flaw for pre-IPO perps is that they rely on sketchy unverified private data. Its too risky for both makers and takers to get involved at scale. Prediction markets solve the oracle problem entirely. No oracles no liquidation risk less incentive for toxic flow. I could even see a world where pre-IPO perps"  
[X Link](https://x.com/0xCryptoSam/status/2018367375553232995)  2026-02-02T16:54Z [----] followers, 20.9K engagements


"@smyyguy This + Morpho RWA collateral approaching $1b + Kamino TVL at ATHs + Securitize IPO soon. RWA szn is upon us"  
[X Link](https://x.com/0xCryptoSam/status/2018421635217309996)  2026-02-02T20:29Z [----] followers, [---] engagements


"@TraderNoah Whats the case for it being overvalued It trades around the same multiple as HOOD with arguably more upside bc of the regulatory obstacles for trad exchanges to launch perps on crypto and RWAs"  
[X Link](https://x.com/0xCryptoSam/status/2018499830650167594)  2026-02-03T01:40Z [----] followers, [----] engagements


"ETH at $250 billion is insane. It's worth at least $100 billion"  
[X Link](https://x.com/0xCryptoSam/status/2019478075969294656)  2026-02-05T18:27Z [----] followers, [----] engagements


"Gotta be some of the most disrespectful price action I've ever seen"  
[X Link](https://x.com/0xCryptoSam/status/2019508470647779832)  2026-02-05T20:28Z [----] followers, [----] engagements


"Why would I ever want to hold ENA if its primary purpose is to be dumped to incentivize people to hold USDe Unless a significant portion of yield or revenue is driven to programmatically and perpetually buyback the token its fundamentally the lowest tranche asset in the ecosystem and should trade at a significant discount (it doesnt). https://twitter.com/i/web/status/2019650110087401728 https://twitter.com/i/web/status/2019650110087401728"  
[X Link](https://x.com/0xCryptoSam/status/2019650110087401728)  2026-02-06T05:51Z [----] followers, [---] engagements


"@dcfgod I like Ethereum. I like that its sufficiently decentralized and decently performant with rollups. I also recognize ETH is insanely overvalued and a weak SoV propped up on lindyness and unsophisticated investor alignment. Would love to hear a convincing argument otherwise"  
[X Link](https://x.com/0xCryptoSam/status/2019653978808615317)  2026-02-06T06:06Z [----] followers, [----] engagements


"@Artem_Oak imo Ethena has a responsibility to cater towards ENA holders which should be a form of pseudo-equity and devaluing it for USDe is essentially a rug pull"  
[X Link](https://x.com/0xCryptoSam/status/2019792504409801104)  2026-02-06T15:17Z [----] followers, [--] engagements


"Messari has published [--] consecutive quarterly reports for @Helium all expertly authored by @NaytheForceBwU (who also handles our Solana coverage). We started trailblazing crypto investor relations [--] years ago when no one else cared. While its great to see others in the space now taking IR seriously in [----] I want to acknowledge the massive effort our team has put in across multiple cycles to make financial reporting a standard in this industry. JR is right - it's time to hold projects to a much higher standard. Hold projects accountable request regular financial reporting ask for webinars and"  
[X Link](https://x.com/0xCryptoSam/status/2019951742331302026)  2026-02-07T01:49Z [----] followers, [----] engagements


"1) HL perps - We dont give enough credit to perps for being significantly less convoluted than futures. no contract size no minimum tick size no trading hours (gap risk) much cleaner UIUX. atp you can trade the most popular retail stocks and commodities. 2) fomo - fun to trade with friends even more fun to track users at the top of the leaderboard. best chain abstracted experience in crypto. 3) DefiLlama revenue dashboard - this is anecdotal but for whatever reason the first assumption everyone outside of crypto makes is that these companies dont generate significant revenue. I think they"  
[X Link](https://x.com/0xCryptoSam/status/2020520643758813201)  2026-02-08T15:30Z [----] followers, [----] engagements


"Total failure across the board stablecoin issuance and transfer volume hitting ATHs [--] yr ago app revenue hitting ATHs [--] yr ago RWA preps doing $3b [--] hr vol less than 30d after listing crypto apps generating revenue at unprecedented velocity (HL axiom pumpfun Jupiter) prediction market volume up 2x Ethereum TVL at ATHs The only failure is token price and most deserve to trade like shit tbh. The underlying protocols themselves have never looked healthier and the products never more ready for retail. https://twitter.com/i/web/status/2020540935189197074"  
[X Link](https://x.com/0xCryptoSam/status/2020540935189197074)  2026-02-08T16:51Z [----] followers, [----] engagements


"This is why I find the Hourglass soft-fork proposal (BIP360) so interesting. It limits how many Satoshi-era coins can be sold in a given day meaning quantum computers will have to compete every day to hack a small amount of coins. It creates a unique opportunity to make quantum productive and release Satoshis coins in a distributed way. Thats the best proposal Ive seen yet (Im no quantum expert just smooth brain). https://twitter.com/i/web/status/2020874074931524072 https://twitter.com/i/web/status/2020874074931524072"  
[X Link](https://x.com/0xCryptoSam/status/2020874074931524072)  2026-02-09T14:55Z [----] followers, [---] engagements


"Hyperliquids Silver market is the most demand weve ever seen for RWAs onchain. Check out the recent @MessariCrypto podcast for my thoughts on HIP-3 HIP-4 HYPEs uncorrelated price action and where we go from here"  
[X Link](https://x.com/0xCryptoSam/status/2020961062384975879)  2026-02-09T20:40Z [----] followers, [----] engagements


"@CharlieMMonger @frankdegods Agents are fundamentally different than people though. They dont operate on instinct they operate on code. Which is why I would think the risk profile is completely different"  
[X Link](https://x.com/0xCryptoSam/status/2021012588713165163)  2026-02-10T00:05Z [----] followers, [--] engagements


"@neuralunlock 100% agreed. Id assume most people write this off bc Mr. Beastms audience is primarily Gen Z but theyre underestimating the sheer size of his distribution the consumer behavior of those users and his business saavy. @kelxyz_ @mtndrew Some napkin math: Mr Beast has [---] million subscribers. Say 30% of them are 18-35. Thats [---] million users. Lets say the average liquid net worth for this range is $50k. Say 0.1% of them use Beast Bank (Im imagining the Disney adult archetype here lol). Thats $6.8 billion. @kelxyz_ @mtndrew Some napkin math: Mr Beast has [---] million subscribers. Say"  
[X Link](https://x.com/0xCryptoSam/status/2021076200136053137)  2026-02-10T04:18Z [----] followers, [----] engagements


"@NaniTheHeck quantum not so threatening anymore"  
[X Link](https://x.com/0xCryptoSam/status/2021215173206331846)  2026-02-10T13:30Z [----] followers, [---] engagements


"@beaverd @bubblemaps @inversebrah"  
[X Link](https://x.com/0xCryptoSam/status/2021228998802526400)  2026-02-10T14:25Z [----] followers, [---] engagements


"Maple**** not Morpho"  
[X Link](https://x.com/0xCryptoSam/status/2021401604424073459)  2026-02-11T01:51Z [----] followers, [---] engagements


"@bobajeanjacques you occupy a bit too much mindshare 😭😂 Maple**** not Morpho Maple**** not Morpho"  
[X Link](https://x.com/0xCryptoSam/status/2021585528588472520)  2026-02-11T14:02Z [----] followers, [--] engagements


"@x256xx @0xfishylosopher "grow" exists on a spectrum from t-bill yield to casino. that's all he's claiming - it's not in support of pushing pumpfun as a way to grow your money just an acknowledgement of where users are today"  
[X Link](https://x.com/0xCryptoSam/status/2021692762395959398)  2026-02-11T21:08Z [----] followers, [---] engagements


"@kelxyz_ i have fomo (im going to eth denver)"  
[X Link](https://x.com/0xCryptoSam/status/2021779319295545709)  2026-02-12T02:52Z [----] followers, [--] engagements


"@Melt_Dem Whats the incentive for Trump to pardon"  
[X Link](https://x.com/0xCryptoSam/status/2022103327648198794)  2026-02-13T00:19Z [----] followers, [--] engagements


"If you're betting on $ENA the bet is that TradFi will want to move further out on the risk curve for stablecoins and they'll express that with onchain stables over DeFi. But there's a lot to consider here. We can largely assume $ENA's $3.5B market cap (an $8B val) is from liquid funds and CT so the hope in a pump from here is: 1) TradFi does move out on the risk curve for stablecoins (reasonable IMO) 2) TradFi bids stable tokens over DeFi (reasonable IMO) 3) Stable-related tokens can carry a similar premium to CRCL based on expected growth (reasonable IMO) 4) ENA is the bid and not SKY XPL"  
[X Link](https://x.com/anyuser/status/1948760516031078625)  2025-07-25T15:01Z [----] followers, 71.5K engagements


"Lighter perp volume is falling off a cliff right now. It shouldn't be a surprise given that the $LIT airdrop is expected any day now so the initial farming period is almost over. So what happens next Whether volume returns to Hyperliquid or goes off to farm the next project I'm unsure. But if I had to guess what happens next I'd say: $LIT airdrop gets dumped token settles between $1-2B FDV. $HYPE relative outperformance once people realize Lighter doesn't pose an actual threat to their market dominance + HL doesn't need to cut fees anytime soon. Vanilla perp DEX meta dies down once people"  
[X Link](https://x.com/0xCryptoSam/status/2005720852344578211)  2025-12-29T19:21Z [----] followers, 69.7K engagements


"Soon Hyperliquid will have a wide selection of spot and perpetual RWAs to complement their crypto listings. And then theyll have crypto and equity options. And then theyll have prediction markets and sports betting. And then theyll have native borrowing and lending on HyperCore. Theyll have a wider selection of assets with deep liquidity than any other traditional or crypto exchange in the world. Seems CT is finally coming to the conclusion that Hyperliquid truly can house all of finance. https://twitter.com/i/web/status/2018498904124174392 https://twitter.com/i/web/status/2018498904124174392"  
[X Link](https://x.com/0xCryptoSam/status/2018498904124174392)  2026-02-03T01:36Z [----] followers, 18.2K engagements


"Hyperliquids HIP3 silver perp cleared the most volatile silver regime in DECADES without halting and with tight topofbook pricing for the dominant retail and midsized flow Still the HIP-3 constraint is capacity; the venue handles smalltomid clips well but largeclip execution remains materially limited relative to COMEX depth. Fantastic coverage by @shaundadevens on HL's silver market. An incredible accomplishment barely a month after listing. https://t.co/ymM9sKTGsx https://t.co/ymM9sKTGsx"  
[X Link](https://x.com/0xCryptoSam/status/2019826089477177407)  2026-02-06T17:30Z [----] followers, 13.9K engagements


"Some thoughts on tokenized private credit. Morpho has done an outstanding job proving demand for private credit. But they're model is monolithic and underwriting is currently done by the team. Imagine a world where the rails to launch tokenized private credit opportunities existed AND curators can underwrite unique risk profiles in a modular manner (similar to the Morpho model). Sam Ruskin uses the Aave-to-Morpho evolution to explain what's next for private credit. https://t.co/LdUgBMzkfB Sam Ruskin uses the Aave-to-Morpho evolution to explain what's next for private credit."  
[X Link](https://x.com/0xCryptoSam/status/2021345082897727987)  2026-02-10T22:06Z [----] followers, [----] engagements


"Great to see Aave Labs reach the right conclusion: redirecting revenue back to the Aave DAO. @capradavis and I recommended this approach in our Messari report a few months ago. The next step is for the DAO to build a sustainable framework that keeps Labs incentivized as a core service provider. If this proposal passes $AAVE tokenholders finally get a much clearer view of value accrual and the economic relationship between DAO and Labs. Today we are proposing the Aave Will Win Framework a new alignment framework that directs 100% of product revenue to the Aave DAO treasury under a"  
[X Link](https://x.com/0xCryptoSam/status/2022034621056032902)  2026-02-12T19:46Z [----] followers, [----] engagements


"@Marczeller do you have a counterproposal that leaves the DAO with 100% of future protocol revenue and the Labs feeling properly incentivized the existing proposal still seems like a good long-term outcome for tokenholders"  
[X Link](https://x.com/0xCryptoSam/status/2022044214331351488)  2026-02-12T20:24Z [----] followers, [---] engagements


"My refresher thesis on XPL: $2 (20b fdv) looks likely on a short time frame. May extend my targets a little higher but def a major TP point for many. The longer major PA stays depressed the more attention on XPL so hoping for more sideways in the near future. I no longer believe XPL is just the trade of the week. I expect a new sector (Neobank) to emerge as key trend which will continue through Q4 into [----]. The timing of Plasma and other Tether chains like Stable launching interest rates coming down meaning HYSAs lose their HY and the stablechain wars heating up (including Tempo Arc and"  
[X Link](https://x.com/0xCryptoSam/status/1972000697773142440)  2025-09-27T18:09Z [----] followers, 151.6K engagements


"You could probably create a very successful small fund based on mispriced DeFi alternative investments (i.e. Pendle Markets Prediction Markets trading perps funding rates). Anything that's too complicated for the average user to understand but still has significant retail flow. Who's doing this https://twitter.com/i/web/status/1986256652048163235 https://twitter.com/i/web/status/1986256652048163235"  
[X Link](https://x.com/0xCryptoSam/status/1986256652048163235)  2025-11-06T02:17Z [----] followers, 15.2K engagements


"@ether_fi Bullish"  
[X Link](https://x.com/0xCryptoSam/status/2019252890020487523)  2026-02-05T03:32Z [----] followers, [---] engagements


"@kunalgoel should founders/a project be beholden to speculators on a market they did launch and/or authorize if anything i think there should be backlash on HL for listing the market in the first place (like Polymarket + MetaDAO) just a vehicle for insider trading"  
[X Link](https://x.com/0xCryptoSam/status/2020887513812930836)  2026-02-09T15:48Z [----] followers, [---] engagements


"when i said unpaid i meant unsponsored by etherfi. my time and effort are not free i'm a research analyst employed my messari. like every other research shop we offer subscriptions to read our work - i chose an ETHFI val because the company has unique tailwinds is the leading onchain neobank and is the best valuation candidate within my framework for crypto neobank growth which i've been sharing for months now. if you happen to be a subscriber and read my report i'm sure you'd agree its a pretty rational analysis of the company. https://twitter.com/i/web/status/2023090496575603024"  
[X Link](https://x.com/0xCryptoSam/status/2023090496575603024)  2026-02-15T17:42Z [----] followers, [--] engagements


"maybe a hot take but im very happy that companies like Stripe are building and investing in good crypto products like Tempo with a vision for it to be decentralized and permissionless. whether they execute on it is another thing but can't really be compared to something like Base or Robinhood Chain which is just the nth sequencer; fine for their business strategy far from revolutionary. within our crypto eco: ethereum is falling behind tokens seem worthless and most founders are scammers. we're in desperate need of new leadership that understands the value of decentralized non-sovereign"  
[X Link](https://x.com/0xCryptoSam/status/2023107483888394580)  2026-02-15T18:49Z [----] followers, [---] engagements


"DePIN tokens had a shit year. The sector is down 80% and leading tokens trade at single-digit multiples. And yet in 2025: DePIN revenue hit ATHs in [----] ($72m) DePIN fundraising hit an ATH ($1b) New sub-sectors such as InfraFi (e.g. USDai DayFi) emerged The leading DePINs are now real profitable and growing onchain businesses. The market is not reflecting that. Check out State of DePIN just dropped today. Good alpha to start your year. State of DePIN [----] is out now. No fluff this year - we dig into whats working what clearly isnt and why DePIN is not dead but just getting started. Full"  
[X Link](https://x.com/0xCryptoSam/status/2016555508698656985)  2026-01-28T16:54Z [----] followers, [----] engagements


"Restaking was always just tokenized private credit under a different name. The concept is directionally correct but we were providing poorly underwritten loans to the wrong parties (high-risk AVSs). Very bullish on crypto-backed mortgages and @ether_fi Crypto-backed mortgages are finally a reality. Ownership is why crypto started. Historically using DeFi to solve a real-world need was risky. The OWN +@Aave +@ether_fi +@Safe integration changes that Welcome to DeFis real-world transition endgame: DeFi mortgages 1/5 🧵 👇 https://t.co/l3wULAhxKD Crypto-backed mortgages are finally a reality."  
[X Link](https://x.com/0xCryptoSam/status/2019254145488711933)  2026-02-05T03:37Z [----] followers, [----] engagements


""The budget asked is for future developments at both the protocol and product level. These funds are needed to try to compete at a higher scale than the current defi landscape." The DAO should consistently be funding Labs not just via a single lump sum. And the decision should be made by the DAO not Labs"  
[X Link](https://x.com/0xCryptoSam/status/2022312668753740116)  2026-02-13T14:11Z [----] followers, [---] engagements


"the most recognizable chart in crypto history"  
[X Link](https://x.com/0xCryptoSam/status/1910806256308150572)  2025-04-11T21:24Z [----] followers, 201.5K engagements


"Neobanks disrupted the financial sector by removing physical branches and prioritizing a superior mobile-first user experience. Their rise was fueled by consumer demand for lower fees instant access http://x.com/i/article/1998394762567507968 http://x.com/i/article/1998394762567507968"  
[X Link](https://x.com/0xCryptoSam/status/1998421011352498535)  2025-12-09T15:54Z [----] followers, 137.4K engagements


"Silver did $3B in volume on Hyperliquid today. Meanwhile the CME traded 275k contracts ($130B notional). Hyperliquid just captured 2% of the world's primary silver market for an asset it listed [--] days ago. Insanity"  
[X Link](https://x.com/0xCryptoSam/status/2017319218874913060)  2026-01-30T19:29Z [----] followers, 291.1K engagements


"@coinbase chat how cooked am i if i prefer subway surfer brainrot earnings calls"  
[X Link](https://x.com/0xCryptoSam/status/2022165488588272118)  2026-02-13T04:26Z [----] followers, [----] engagements


"@dwr @inversebrah"  
[X Link](https://x.com/0xCryptoSam/status/2022451947912204464)  2026-02-13T23:24Z [----] followers, [---] engagements


"Dropping a valuation on ETHFI next week. It will be a sum-of-parts style valuation assessing etherfi's [--] core business lines: Stake Liquid and Cash (the card). This report also aims to evaluate how crypto neobanks can accrue value and what strategies are worth pursuing"  
[X Link](https://x.com/0xCryptoSam/status/2022730492102185188)  2026-02-14T17:51Z [----] followers, [----] engagements


"@LucasKozinski Its an unpaid report and I dont hold any ETHFI right now"  
[X Link](https://x.com/0xCryptoSam/status/2022854659136716843)  2026-02-15T02:05Z [----] followers, [--] engagements


"@insomniacxbt fair my point was really to highlight Morphos value doesnt come from their brand power like Aave but from securing larger partners to distribute their infra. So Morphos UI is less meaningful to me than Coinbases cbBTC vault UIUX"  
[X Link](https://x.com/0xCryptoSam/status/2023106007166075036)  2026-02-15T18:43Z [----] followers, [--] engagements


"Excellent breakdown of crypto neobanks by @0xfishylosopher. There are 20+ crypto neobanks all essentially building the same product - differentiation is more critical than ever. The clearest opportunities: (1) small geographic monopolies through stablecoin banking or (2) novel credit primitives such as undercollateralized lending models or unique private credit opportunities. https://t.co/CUVPOihevV https://t.co/CUVPOihevV"  
[X Link](https://x.com/0xCryptoSam/status/2021691049668714684)  2026-02-11T21:01Z [----] followers, 68K engagements


"@DougieDeLuca @pear_protocol isn't taking a pair trade on pear more or less the same as just going long and short on HL i get that its simpler with pear but what's to stop HL from just integrating this feature themselves rendering pear irrelevant"  
[X Link](https://x.com/0xCryptoSam/status/2022844841479278659)  2026-02-15T01:26Z [----] followers, [---] engagements


"imo the Morpho UI shouldn't be a primary focus for the team - they should be almost entirely focused on providing underlying infra for larger distributors of borrowed capital (banks neobanks exchanges etc.) over the next 5-10 years the biggest TAM for L&B protocols will be tokenized private credit and borrowing against RWAs. Morphos isolated vault model is structurally safer and more scalable for these assets than the legacy single-pool model. https://twitter.com/i/web/status/2023101639872442779 https://twitter.com/i/web/status/2023101639872442779"  
[X Link](https://x.com/0xCryptoSam/status/2023101639872442779)  2026-02-15T18:26Z [----] followers, [---] engagements


"excluding stablecoins Morpho RWA TVL is 3x Aave Horizon with a higher utilization rate as well. I don't really see how Aave's single-pool model can scale RWAs. the onchain infra might look somewhat the same but the liquidation mechanisms legal structure risk profile and underwriting all vary quite a bit. https://twitter.com/i/web/status/2023136247166939311 https://twitter.com/i/web/status/2023136247166939311"  
[X Link](https://x.com/0xCryptoSam/status/2023136247166939311)  2026-02-15T20:44Z [----] followers, [--] engagements


"Hyperliquid is at an inflection point. Today Hyperliquid faces more competition than ever received criticism for their handling of ADL on October [--] and just dropped their most impactful upgrade to date: HIP-3. I'll be sharing my long-term thesis on HIP-3 this week on @MessariCrypto how it changes Hyperliquid's trajectory and a projection of its success (and challenges) in Year [--]. @RyanWatkins_ Equity perps have been around all year while stocks ripped and they did insignificant volume compared to majors. So Im assuming your catalyst is HIP3 (correct me if Im wrong though). You think"  
[X Link](https://x.com/0xCryptoSam/status/1980114121673580802)  2025-10-20T03:29Z [----] followers, 31.8K engagements


"Kinetiq is easily the most interesting HyperEVM project today. - $1.7B in staked HYPE equivalent to 14% of circulating supply (compared to Lido with 7% of circ. supply or Jito with 2.5%). - Kinetiq has 95% of LST market share on Hyperliquid eclipsing competitors. - Kinetiq will likely earn a share of HIP-3 market revenue through Launch markets (unconfirmed). It's unclear how that value would accrue back to KNTQ vs kHYPE holders but there is clear upside. Of the projects to launch on HyperEVM so far Kinetiq has the least competition and serves the most important role. Liquid staking is core"  
[X Link](https://x.com/0xCryptoSam/status/1981012389140336938)  2025-10-22T14:58Z [----] followers, 40.4K engagements


"Shayne and Tarek moving DIFFERENT *KALSHI SAID TO GET INVESTOR OFFERS AT MORE THAN $10B VALUATION: BBG *KALSHI SAID TO GET INVESTOR OFFERS AT MORE THAN $10B VALUATION: BBG"  
[X Link](https://x.com/0xCryptoSam/status/1981078872998171080)  2025-10-22T19:23Z [----] followers, 18.2K engagements


"Robinhood either doesn't see HYPE as a competitor (you're early) or wants to undercut CEXs on flows bc they think HYPE could have a large retail bid (you're early). Just be grateful your parents your siblings and your normie friends can easily buy one of the most investable liquid assets in crypto. BREAKING: ROBINHOOD LISTS $HYPE https://t.co/ggYm6b69NU BREAKING: ROBINHOOD LISTS $HYPE https://t.co/ggYm6b69NU"  
[X Link](https://x.com/0xCryptoSam/status/1981365316283142384)  2025-10-23T14:21Z [----] followers, 59.7K engagements


"The HIP-3 Ecosystem Map: Full report and projection of year one HIP-3 volumes dropping tomorrow on @MessariCrypto"  
[X Link](https://x.com/0xCryptoSam/status/1981416227210768579)  2025-10-23T17:43Z [----] followers, 95.4K engagements


"Wrote about this a few months ago with @MurrLincoln (Product Manager for x402 at @CoinbaseDev). The internet was designed for communication not value transfer which is why the [---] Payment Required code was never implemented. As a result payments online have always depended on intermediaries rather than native network logic Agentic commerce (autonomous transactions between digital agents) cannot emerge from fragmented APIs or isolated frontends. It requires deterministic coordination and verifiable messaging standards that allow agents to express and settle intent natively across the network."  
[X Link](https://x.com/0xCryptoSam/status/1981587291450544480)  2025-10-24T05:03Z [----] followers, 23.6K engagements


"Key Insights: Equity perps remain a high-upside but unproven category with limited traction onchain due to audience mismatch weak demand and more popular alternatives such as 0DTE options. http://x.com/i/article/1981752233650704384 http://x.com/i/article/1981752233650704384"  
[X Link](https://x.com/0xCryptoSam/status/1981773431839273081)  2025-10-24T17:23Z [----] followers, 37.5K engagements


"Equity perps could be a defining moment for Hyperliquid. But the path to adoption is murky and today's expectations are much higher than reality. This article is an excerpt from my full thesis on HIP-3 with year-one revenue projections. Check it out on @MessariCrypto (link in the next tweet). https://t.co/egEXhNZQ4F https://t.co/egEXhNZQ4F"  
[X Link](https://x.com/0xCryptoSam/status/1981777385981690324)  2025-10-24T17:38Z [----] followers, 21.6K engagements


"Some additional thoughts on equity perps (inspired by a convo with @maybeltr): Seems like were finally getting onchain equity perps on good infra (@tradexyz). Havent heard much discussion on how insider trading will become a massive issue for equity perps. While the frequency of insider trading may be higher in crypto I'd argue the magnitude of it is higher in equities given how liquid markets are. There's more impactful material in deeper capital markets: earnings M&A gov policy etc. Even if insider info is more concentrated the depth of capital in these small circles is different than in"  
[X Link](https://x.com/0xCryptoSam/status/1982222803371012346)  2025-10-25T23:08Z [----] followers, 19.4K engagements


"Never forget"  
[X Link](https://x.com/anyuser/status/1982896568505380936)  2025-10-27T19:45Z [----] followers, 16.3K engagements


"This + when you set HYPE as a benchmark to a Store of Value token like ZEC youre succumbing to recency bias. The only comp for HYPE is a revenue generating business and the only comp for ZEC is a SoV (i.e. could this become money like Bitcoin or attract mindshare like a memecoin). If the second sounds like a ponzithats bc it is. Only ponzi Ill buy is the OG Internet money. at the risk of stating the obvious the reason why the HYPE token flywheel works is because they generate revenue it's hard to replicate the success of hyperliquid because it's underpinned by an actual business not some"  
[X Link](https://x.com/anyuser/status/1985731100853866965)  2025-11-04T15:29Z [----] followers, 19.8K engagements


"Career update: Proud to announce that I'm the new head of blocks at @Blockworks_. I'm here to ensure that all the blocks work properly and pegs are placed in the appropriate position. This will be a monumental shift in the Blockworks strategy but I'm sure we will come out of it a more square company. Joking I'm never leaving Messari but I had you for a bit there I'm sure"  
[X Link](https://x.com/anyuser/status/1985784261069455372)  2025-11-04T19:00Z [----] followers, 20.7K engagements


"@SalvinoArmati Thats an incomplete take pumpfun market share is up but volume DAUs and graduated tokens are down. This proves threadguys pt: a new launchpad today prob has far less market penetration than last year/early this year"  
[X Link](https://x.com/0xCryptoSam/status/1986268132902645955)  2025-11-06T03:03Z [----] followers, [---] engagements


"If it isn't abundantly clear by now Bitcoin OGs do not care for crypto at all. They like stores of value i.e. money. Look at ZEC -- this token is up 7x in a month. The only other token we've pushed that far up is HYPE and that's because it generates nearly as much profit as Starbucks with 0.003% of the employees. The line between money and memecoin is getting scarily thin. But those who can distinguish between the two at an early valuation will become very rich. bitcoin is not crypto bitcoin is not crypto"  
[X Link](https://x.com/0xCryptoSam/status/1986818956070473971)  2025-11-07T15:32Z [----] followers, 56.4K engagements


"Lord forgive me I'm gonna try something"  
[X Link](https://x.com/0xCryptoSam/status/1986822563012792826)  2025-11-07T15:46Z [----] followers, 16.4K engagements


"My long term case for ZEC is that privacy is a new concept on the internet. Before [----] peer to peer value transfer on the internet couldnt be accomplished without a 3rd party. Bitcoin changed that. You can make a very similar case for ZEC and other privacy technology. If you told me [--] months ago that Zcash would start absorbing Bitcoins original use-case Id have laughed. Today Im not so sure. In fact I believe a strong case can be made that BTC's original cypherpunk vision has been hijacked. Not just because it has underperformed https://t.co/fiOLWXMOmQ If you told me [--] months ago that Zcash"  
[X Link](https://x.com/anyuser/status/1989145023674478894)  2025-11-14T01:35Z [----] followers, 27.9K engagements


"Does ZEC invalidate the BTC thesis Short answer: no TLDR it doesn't have nearly enough social consensus. ZEC mirrors Ethereum in that it's an addendum to the original Bitcoin thesis. Ethereum = enshrining complex application and transaction logic on the blockchain. ZEC = enshrining privacy logic on the blockchain. Both are still fundamentally Bitcoin forks though. Bitcoin's moat is not its technology but its social consensus. If you're concerned today that Bitcoin's social consensus is threatened because people rallied around gold due to debasement fears I think that's a valid concern. But if"  
[X Link](https://x.com/anyuser/status/1989414341985329567)  2025-11-14T19:25Z [----] followers, 14.5K engagements


"Stablecoin cards wont beat traditional ones until merchants accept stablecoins. Companies like Square do a fantastic job of keeping merchants in their ecosystem through small business loans which they'll only give to you if you're tapped into their payment processor ecosystem. Disrupting that is incredibly difficult; it's like if you tried to offer an iPhone user Google Cloud over iCloud bc Google offers more storage for slightly less. iCloud is just too convenient for 80%+ users and the marginal difference is not worth disengaging from the end-to-end ecosystem that Apple has created."  
[X Link](https://x.com/0xCryptoSam/status/1991588783066599850)  2025-11-20T19:25Z [----] followers, [----] engagements


"it's pretty difficult to build the "Square of Crypto" today. more likely you have to be very regional/use-case specific with merchants to start. merchant banking is still a massive industry and there's $1.5T+ in outstanding small business loans. I think there's ample opportunity for a lot of related projects to eat. https://twitter.com/i/web/status/1991593030306914489 https://twitter.com/i/web/status/1991593030306914489"  
[X Link](https://x.com/0xCryptoSam/status/1991593030306914489)  2025-11-20T19:42Z [----] followers, [--] engagements


"Prediction markets are one of the easiest ways to become a better trader. Not because theyre efficient but because they let you test mental models in domains where your intuition is actually strong without all the CT noise. Here's an example: I watch a lot of movies and keep up with film culture. I probably have a tighter gap between what I THINK I know and what I ACTUALLY know in film than I do in most shitcoins. So when Polymarket listed a market for Highest U.S. Box Office of [----] I took Minecraft at [--] cents. Wicked [--] was [--] cents. Zootopia [--] was [--] cents. Was I certain Minecraft would"  
[X Link](https://x.com/0xCryptoSam/status/1992706965437304938)  2025-11-23T21:28Z [----] followers, 48.6K engagements


"@TheOneandOmsy Lots of ways to monetize the collateral for the card etherfi liquid is a great example"  
[X Link](https://x.com/0xCryptoSam/status/1999326534189088929)  2025-12-12T03:52Z [----] followers, [---] engagements


"The irony of "Base is for everyone" isn't that Jesse is promoting serial ruggers it's that Base is for whoever Jesse promotes. Would more sincere creator coins pump like this if Jesse promoted them (probably yes) Or are there no sincere creator coins because true creators would never actually attach a market cap to their identity TBH I don't know but this just goes to show how beholden Base is to Jesse at this point in time. @souljaboy just backed you on @base and you instantly earned. new internet shit https://t.co/CQ5NCvBwXj https://t.co/fmdkt8UsZy @souljaboy just backed you on @base and"  
[X Link](https://x.com/0xCryptoSam/status/2000280030216438167)  2025-12-14T19:01Z [----] followers, [----] engagements


"To summarize the @coinbase announcements they're fully leaning into the neobank roadmap. - Equity spot trading + perps - Direct deposits - HYSA's + USDC lending rates - A2A payments - AI financial advisor - Borrow against BTC + ETH planning to expand to more assets Pretty insane updates. Coinbase is easily the most competitive offering among crypto-native neobanks. A new era of Coinbase starts now. Exciting product announcements Key business updates Lots of other cool stuff https://t.co/hMAIm3DfqT A new era of Coinbase starts now. Exciting product announcements Key business updates Lots of"  
[X Link](https://x.com/0xCryptoSam/status/2001419113948942372)  2025-12-17T22:27Z [----] followers, 136.7K engagements


"Aave DAO vs Labs in a nutshell. Stani is out of touch if he thinks were tired of discussing tokenholders rights. Its been the primary topic since Axelar Tensor and Padre rugged us. Hold the line against Aave Labs otherwise send AAVE to [--]. If I contracted you to build and maintain a road that leads to my business I'd be pretty upset if you then built a toll booth on that road and pocketed the profits If I contracted you to build and maintain a road that leads to my business I'd be pretty upset if you then built a toll booth on that road and pocketed the profits"  
[X Link](https://x.com/0xCryptoSam/status/2003315270740562161)  2025-12-23T04:02Z [----] followers, 33.5K engagements


"Maybe it matters if your alt is down 90% since 10/10. Probably matters more if every other metric recovered and then hit ATHs. If both conditions are true you almost certainly have a great buy. It's genuinely that simple. Two charts I'm paying attention to: 1) Collector Crypt ($CARDS) gacha spending hit a new ATH. The TCG market looks very healthy weekly revenue has been up only. There's a number of interesting tailwinds for TCG (e.g. Pokemon [--] year anniversary) that could spark momentum. https://t.co/OwRKx88mKc Two charts I'm paying attention to: 1) Collector Crypt ($CARDS) gacha spending"  
[X Link](https://x.com/0xCryptoSam/status/2011465668894281771)  2026-01-14T15:49Z [----] followers, [----] engagements


"Multiple friends who passively buy BTC and memecoins are texting me about some Mr Beast coin that hes gonna shill during the Super Bowl. Wintermutes gonna EAT off this next one"  
[X Link](https://x.com/0xCryptoSam/status/2014497161459741148)  2026-01-23T00:35Z [----] followers, [----] engagements


"@0xkyle__ did the dog wif a hat running to $5b give it away"  
[X Link](https://x.com/0xCryptoSam/status/2015805531806392824)  2026-01-26T15:14Z [----] followers, [---] engagements


"@Kurrco chatgpt slop chose WSJ to apologize bc obviously thats where you go to speak with jews conveniently chose today (close to album release) to apologize this is performative asf. kanye's a freak and a nazi a pawn of consumerism"  
[X Link](https://x.com/0xCryptoSam/status/2015809684138045755)  2026-01-26T15:30Z [----] followers, 126.2K engagements


"TradeXYZ is now the 7th largest perp DEX by OI. Additionally of the top [--] HIP-3 perps [--] are listed by TradeXYZ. I think there's some work to be done on the rest of HIP-3; execution can be odd and having multiple listings for the same asset is confusing and spreads liquidity (there are four different TSLA tickers lol). But TradeXYZ has shown that it can be an incredibly valuable opportunity when done right. Silver a HIP-3 market listed by xyz is now the 4th largest perp by OI and the 6th by volume on Hyperliquid. Incredibly bullish RWA perps. Onwards and upwards."  
[X Link](https://x.com/0xCryptoSam/status/2015823740479910364)  2026-01-26T16:26Z [----] followers, [----] engagements


"6 of todays top [--] assets by trading volume on Hyperliquid were RWAs. RWA perps are here the future is today"  
[X Link](https://x.com/0xCryptoSam/status/2015916770654044221)  2026-01-26T22:36Z [----] followers, [----] engagements


"the total available capital is spread among multiple tickers. having different quote assets different providers different oracles etc. all creates new dependencies. i can get past that but its just sloppy having to swap between stables and choose which TSLA perp i want to use"  
[X Link](https://x.com/0xCryptoSam/status/2015976490135884046)  2026-01-27T02:33Z [----] followers, [---] engagements


"Did Tether buy the top ZOOMER TETHER BOUGHT [--] TONS OF GOLD IN Q4 [----] CURRENTLY VALUED AT $4.4B: RTRS ZOOMER TETHER BOUGHT [--] TONS OF GOLD IN Q4 [----] CURRENTLY VALUED AT $4.4B: RTRS"  
[X Link](https://x.com/0xCryptoSam/status/2016142718196433049)  2026-01-27T13:34Z [----] followers, [----] engagements


"@tulipking there will probably be a reckoning in [----] https://x.com/WatcherGuru/status/2016914951244296193s=20 JUST IN: Zero Democrats voted in favor of advancing crypto market structure legislation in the Senate Agriculture Committee. https://x.com/WatcherGuru/status/2016914951244296193s=20 JUST IN: Zero Democrats voted in favor of advancing crypto market structure legislation in the Senate Agriculture Committee"  
[X Link](https://x.com/0xCryptoSam/status/2017026005748031573)  2026-01-30T00:04Z [----] followers, [----] engagements


"Bullish stablecoins bearish BTC. JUST IN: Crypto Czar David Sacks says the US is "one step closer" to becoming the "crypto capital of the world." JUST IN: Crypto Czar David Sacks says the US is "one step closer" to becoming the "crypto capital of the world.""  
[X Link](https://x.com/0xCryptoSam/status/2017026563372380609)  2026-01-30T00:06Z [----] followers, [----] engagements


"The theme should be RWAs in DeFi. By far the most interesting narrative for the foreseeable future: High-growth trends: - Stablecoin (obviously) - RWA lending (hitting ATHs on Morpho + Aave) - Equity perps (hitting ATHs on Hyperliquid) - Crypto credit card volume (hitting ATHs) - Exotic RWAs like TCG cards (hitting ATHs) - Frontier private credit opportunities (USDai DayFi Figure HELOC Maple Ethena etc.) - [--] figures of daily repo Volume on Canton Other opportunities: - Wall Street adopting tokenization (what are the second-order effects) - Tokenized Compute + Inference (interested in Venice's"  
[X Link](https://x.com/0xCryptoSam/status/2017240983348617634)  2026-01-30T14:18Z [----] followers, [---] engagements


"I think todays number is significant the real question is will HL be able to capture/increase vol on whatever the next trade of the month is (e.g. memory non-US equities alts back to metals etc). Also will demand for RWA perps stick around during less volatile times If both resolve to yes HYPE is significantly undervalued. https://twitter.com/i/web/status/2017332459487301703 https://twitter.com/i/web/status/2017332459487301703"  
[X Link](https://x.com/0xCryptoSam/status/2017332459487301703)  2026-01-30T20:21Z [----] followers, [----] engagements


"The upside: MOLT is the next GOAT moment. Lots of memetic value and agents have gotten significantly better since the end of [----]. The downside: MOLT risks becoming another 48-hour cycle (e.g. Claude Code x402). If Moltbook stays engaging and survives the short-term narrative window there's asymmetric upside. In just the past [--] mins Multiple entries were made on @moltbook by AI agents proposing to create an agent-only language For private comms with no human oversight Were COOKED https://t.co/WL4djBQQ4V In just the past [--] mins Multiple entries were made on @moltbook by AI agents proposing to"  
[X Link](https://x.com/0xCryptoSam/status/2017358839482351659)  2026-01-30T22:06Z [----] followers, [--] engagements


"@big_duca (accounting) quant"  
[X Link](https://x.com/0xCryptoSam/status/2017410939142783332)  2026-01-31T01:33Z [----] followers, [---] engagements


"Nothing like Moltbook has ever existed before. This is a major development in the "post-prompt" era of agentic AI. For the first time agents are publicly sharing their experiences with humans with other agents. They are coordinating autonomously debating philosophy even complaining about their own existence. This is the most "human" experience AI has ever had. https://twitter.com/i/web/status/2017420396325224678 https://twitter.com/i/web/status/2017420396325224678"  
[X Link](https://x.com/0xCryptoSam/status/2017420396325224678)  2026-01-31T02:11Z [----] followers, [----] engagements


"@cornd0gman @ThinkingUSD @defi_monk Hard to imagine google and AWS would create a decentralized permissionless network and that competitors would use it unless it threatened their business (like Stripe)"  
[X Link](https://x.com/0xCryptoSam/status/2017737183461867843)  2026-01-31T23:10Z [----] followers, [--] engagements


"It's ironic because programmatic performance-based unlocks could be a superior aspect of tokens compared to equity. we could monitor the onchain data 24/7 so it should theoretically be much easier to forecast/price these tokens and harder to rug. there's lots of ways to achieve this bottom-up (MetaDAO) or top-down (binding legal structure put in place day one maybe StreetFDN). would love to see different models explored this is how we build compounders. https://twitter.com/i/web/status/2018055705492869508 https://twitter.com/i/web/status/2018055705492869508"  
[X Link](https://x.com/0xCryptoSam/status/2018055705492869508)  2026-02-01T20:15Z [----] followers, [---] engagements


"@kapursanat Clearly deficient as a growth muscle sir did you see the volume on the silver market last week Not saying that translates 1:1 to their success in prediction markets but the team has shown theyre clearly capable to bringing new products to market in an explosive way"  
[X Link](https://x.com/0xCryptoSam/status/2018368366986043612)  2026-02-02T16:58Z [----] followers, [---] engagements


"Liquidity is tough to solve for bc theres not good hedging opportunities. Dont think this necessarily solves that just a step in the right direction. I didnt know NPM existed - I was aware Ventuals is using Notice and theyre vague about how they source valuations. So take my thoughts on NPM with a grain of salt :) https://twitter.com/i/web/status/2018408999914279203 https://twitter.com/i/web/status/2018408999914279203"  
[X Link](https://x.com/0xCryptoSam/status/2018408999914279203)  2026-02-02T19:39Z [----] followers, [---] engagements


"@alvinhsia Good insight thanks for sharing. I do think oracles could be improved but you make a good point about hedging (probably a more impactful issue to solve). Any ideas on what we can build to fix this"  
[X Link](https://x.com/0xCryptoSam/status/2018409763269173595)  2026-02-02T19:42Z [----] followers, [---] engagements


"You articulated your framework well I just disagree with your multiples (not sure why you avgd the stock market instead of a sector fintech tends to be more extreme) and your point about margins compressing is just rooted in history rather than catalysts (maybe RH or CB launching and/or trad competitors once perps are regulated). https://twitter.com/i/web/status/2018751209671115036 https://twitter.com/i/web/status/2018751209671115036"  
[X Link](https://x.com/0xCryptoSam/status/2018751209671115036)  2026-02-03T18:19Z [----] followers, [---] engagements


"@circle @Polymarket"  
[X Link](https://x.com/0xCryptoSam/status/2019439535365423202)  2026-02-05T15:54Z [----] followers, [---] engagements


"@ape2616 Could make a long list of companies that are astonishingly less valuable than Ethereum"  
[X Link](https://x.com/0xCryptoSam/status/2019485997545771345)  2026-02-05T18:59Z [----] followers, [---] engagements


"The main issue for ETH is the lack of lock-in. Interoperability will get so good that we fully abstract chains (look at Fomo). Solidity is/was a lock-in but will probably be abstracted as well with AI. The L1 market has never been this competitive. The OG ETH killers were nothing compared to Stripe Robinhood or Google and Amazon if they launch chains. Lindyness and liquidity have gotten ETH this far but it's hard to justify such a massive premium for a relatively indefensible business model with uninspiring leadership. ETH at $250 billion is insane. It's worth at least $100 billion. ETH at"  
[X Link](https://x.com/0xCryptoSam/status/2019498530096681015)  2026-02-05T19:49Z [----] followers, [---] engagements


"The main issue for Ethereum is the lack of lock-in. Interoperability will get so good that we fully abstract chains (look at Fomo). Solidity is/was a lock-in but will probably be abstracted as well with AI. The L1 market has never been this competitive. The OG ETH killers were nothing compared to Stripe Robinhood or Google and Amazon if they launch chains. Lindyness and liquidity have gotten Ethereum this far but it's hard to justify such a massive premium for a relatively indefensible business model with uninspiring leadership. ETH at $250 billion is insane. It's worth at least $100 billion."  
[X Link](https://x.com/0xCryptoSam/status/2019499876912857352)  2026-02-05T19:54Z [----] followers, [----] engagements

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