# ![@kunalgoel Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::47712719.png) @kunalgoel Kunal Goel

Kunal Goel posts on X about solana, ethereum, token, coinbase the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::47712719/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47712719/c:line/m:interactions.svg)

- [--] Week [-------] +221%
- [--] Month [-------] +24%
- [--] Months [-------] +18%
- [--] Year [-------] -54%

### Mentions: [--] [#](/creator/twitter::47712719/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47712719/c:line/m:posts_active.svg)

- [--] Week [--] +138%
- [--] Month [--] +250%
- [--] Months [---] +115%
- [--] Year [---] -13%

### Followers: [-------] [#](/creator/twitter::47712719/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47712719/c:line/m:followers.svg)

- [--] Week [------] +1.60%
- [--] Month [------] +1.70%
- [--] Months [------] +3.50%
- [--] Year [------] +11%

### CreatorRank: [---------] [#](/creator/twitter::47712719/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47712719/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [exchanges](/list/exchanges)  [social networks](/list/social-networks)  [nfts](/list/nfts)  [countries](/list/countries)  [celebrities](/list/celebrities)  [gaming](/list/gaming) 

**Social topic influence**
[solana](/topic/solana), [ethereum](/topic/ethereum), [token](/topic/token), [coinbase](/topic/coinbase), [sol](/topic/sol), [crypto](/topic/crypto), [layerzero](/topic/layerzero), [hyperliquid](/topic/hyperliquid), [market cap](/topic/market-cap), [staking](/topic/staking)

**Top assets mentioned**
[Solana (SOL)](/topic/solana) [Ethereum (ETH)](/topic/ethereum) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Layerzero (ZRO)](/topic/layerzero) [Celestia (TIA)](/topic/celestia) [Bitcoin (BTC)](/topic/bitcoin) [USDC (USDC)](/topic/usdc) [Fartcoin (FARTCOIN)](/topic/fartcoin) [Chainlink (LINK)](/topic/chainlink) [Rocket Pool (RPL)](/topic/$rpl) [Mario Coin (COIN)](/topic/$coin) [Ethena (ENA)](/topic/ethena) [Pendle (PENDLE)](/topic/pendle) [zkSync (ZK)](/topic/zksync) [Optimism (OP)](/topic/optimism) [CLANKER (CLANKER)](/topic/clanker) [Ropirito (ROPIRITO)](/topic/ropirito) [WalletConnect Token (WCT)](/topic/wallet) [Hyperliquid (HYPE)](/topic/$hype) [Pump.fun (PUMP)](/topic/pumpfun) [Lido DAO (LDO)](/topic/$ldo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The Solana ecosystem has a culture of closed-source development and that can still be blamed for the hack. Comments like "speed over security" further exacerbate the problem. Culture truly is layer-zero"  
[X Link](https://x.com/kunalgoel/status/1555109351764832257)  2022-08-04T08:32Z [----] followers, [--] engagements


"@aeyakovenko Non-EVM and EVM transactions in [--] separate tables. @solana 's non-vote transactions at 10x of highest EVM-chain @BNBCHAIN and 30x of @ethereum. But most are generated by @PythNetwork and @ProjectSerum so not directly comparable"  
[X Link](https://x.com/kunalgoel/status/1558504527770177536)  2022-08-13T17:23Z [----] followers, [--] engagements


"A no bull-shit report about $GMX. Not all of it is great not all of it is bad. The Good - It's priced cheaply for what it does. Perpetual Protocol with $OP incentives can't even compare. dYdX does similar numbers but obviously does not generate cash for holders like $GMX does"  
[X Link](https://x.com/kunalgoel/status/1561741509996580864)  2022-08-22T15:46Z [----] followers, [---] engagements


"Feeling cute and leaking my $RPL valuation table (might delete later) Full report with @MessariCrypto Enterprise - https://messari.io/report/pop-lock-and-rocket https://messari.io/report/pop-lock-and-rocket"  
[X Link](https://x.com/kunalgoel/status/1567974974052511747)  2022-09-08T20:35Z [----] followers, [--] engagements


"@john_tv_locke @hasufl @adcv_ @MakerDAO Illiquid in the sense of volatility - not always immediately available to rebuy DAI"  
[X Link](https://x.com/kunalgoel/status/1582000942940975104)  2022-10-17T13:29Z [----] followers, [--] engagements


"Synthetix weekly revenue have fallen off a cliff down 92% while market cap is only down 67% from [----] highs"  
[X Link](https://x.com/kunalgoel/status/1582720798791344130)  2022-10-19T13:10Z [----] followers, [--] engagements


"Is there any way to check how much SOL is being unstaked if Solana Compass is dead"  
[X Link](https://x.com/kunalgoel/status/1590620071835054080)  2022-11-10T08:19Z 10.3K followers, [--] engagements


"xkcd predicted $crvUSD"  
[X Link](https://x.com/kunalgoel/status/1597554737011838977)  2022-11-29T11:35Z [----] followers, [--] engagements


"@punk5231 ser best I can do is Sollet-wrapped Bitcorn at that price how much are you interested in"  
[X Link](https://x.com/kunalgoel/status/1598234232455057409)  2022-12-01T08:35Z [----] followers, [--] engagements


"Stop equating the market cap of a company's equity ($COIN) to a crypto asset ($DOGE) The value of equity is driven by the present value of future cash flows. The value of a crypto asset by the security demand. Its like comparing $AAPL to orange coin. https://x.com/kunalgoel/status/1600468220325990401 I've seen 50+ models to value crypto tokens but none of them really work imo. This is my attempt at a crypto-native model. Looking at L1 crypto assets as they are without forcing a TradFi perspective on them. The Expected Demand for Security Model 🧵 https://t.co/vO1JypN69N"  
[X Link](https://x.com/kunalgoel/status/1605163782660952064)  2022-12-20T11:30Z 10K followers, [---] engagements


"Lazy comparison of TVL/Market Cap won't get you anywhere in evaluating LSDs. LDO and RPL have fundamentally different value drivers. I've been covering them for a year. My reports on their valuations with @MessariCrypto Ent - https://messari.io/report/pop-lock-and-rocket https://messari.io/report/a-valuation-model-for-lido-dao https://messari.io/report/pop-lock-and-rocket https://messari.io/report/a-valuation-model-for-lido-dao"  
[X Link](https://x.com/kunalgoel/status/1610230079183015943)  2023-01-03T11:02Z [----] followers, 14.5K engagements


"Liquid Staking protocols have been on a tear recently. This is a theme I've called attention to multiple times. My earlier pieces on - Lido - Rocket Pool - Staking 🧵 https://messari.io/report/analyst-note-staking-done-well https://messari.io/report/pop-lock-and-rocket https://messari.io/report/a-valuation-model-for-lido-dao https://messari.io/report/analyst-note-staking-done-well https://messari.io/report/pop-lock-and-rocket https://messari.io/report/a-valuation-model-for-lido-dao"  
[X Link](https://x.com/kunalgoel/status/1612535120074014720)  2023-01-09T19:41Z [----] followers, 16.5K engagements


"Token Terminal's new dashboard for earnings is 🔥 Important to consider here whether these earnings flow to the token or not. OpenSea and dYdX generate profits for equity holders. For the rest earnings accrue to tokenholders in some way - treasury buyback or distribution"  
[X Link](https://x.com/kunalgoel/status/1618204322915057664)  2023-01-25T11:09Z [----] followers, [----] engagements


"Lots of options for Liquid Staking Protocols to provide boosted yield through @eigenlayer Looks like the market is catching up to the announcement $LDO $RPL"  
[X Link](https://x.com/kunalgoel/status/1628376712382906369)  2023-02-22T12:50Z [----] followers, 18K engagements


"Massive outperformance from $ATOM. Why"  
[X Link](https://x.com/kunalgoel/status/1634186013466583041)  2023-03-10T13:34Z [----] followers, [----] engagements


"that TVL on Thorchain"  
[X Link](https://x.com/kunalgoel/status/1635604677726175232)  2023-03-14T11:31Z [----] followers, [---] engagements


"Derivatives trading is a zero-sum game unlike investing. 89% of individual traders lost money in the Indian derivatives market per a SEBI report. Stay safe out there"  
[X Link](https://x.com/kunalgoel/status/1639927536627875843)  2023-03-26T09:49Z [----] followers, [----] engagements


"If a ScamMan owns 90% of an L1s native asset and he delegates 1% to [--] validators - what's its Nakamoto Coefficient"  
[X Link](https://x.com/kunalgoel/status/1645306949381095424)  2023-04-10T06:05Z [----] followers, [----] engagements


"@dunleavy89 @gametheorizing @NorthRockLP @LidoFinance Split between tips and MEV https://messari.io/report/state-of-ethereum-q1-2023 https://messari.io/report/state-of-ethereum-q1-2023"  
[X Link](https://x.com/kunalgoel/status/1658066626493788160)  2023-05-15T11:07Z [----] followers, [---] engagements


"Ordinals are an experiment and are probably valueless. You know when I heard that last CryptoPunks in [----] and YFI in [----]. The suits can ignore them but meme coins are fun. Ordinals are Bitcoin's meme coins and they're just getting started. WE LIKE THE COIN. 💎🙌🚀 🧵"  
[X Link](https://x.com/kunalgoel/status/1658561158117224452)  2023-05-16T19:52Z [----] followers, [--] engagements


"Excited to get on @MetricsDAO's Twitter Space again. This one is going to be a banger with the creator of $ORDI @domodata himself and other big 🧠 chads"  
[X Link](https://x.com/kunalgoel/status/1658841251070787585)  2023-06-20T12:06Z [----] followers, [----] engagements


"ICYMI Moonbirds are [--] ETH"  
[X Link](https://x.com/kunalgoel/status/1659302290807746561)  2023-05-18T20:57Z [----] followers, [--] engagements


"Ethereum's upgrades (Merge + Shapella) have sparked a staking revolution. Monthly staking rate has increased from 600K to over 3M ETH This transformation has downstream economic effects on the DeFi ecosystem - first the growth of LSTs and then the growth of LST-Fi"  
[X Link](https://x.com/kunalgoel/status/1671148817700511744)  2023-06-20T13:31Z 10K followers, 13.5K engagements


"Will Celestia launches at a higher market cap than Solana"  
[X Link](https://x.com/kunalgoel/status/1674437499521826817)  2023-06-29T15:39Z [----] followers, [----] engagements


"With [---] new L2s being launched two questions arise. - Will users ever use them Why - Will their tokens accrue value How"  
[X Link](https://x.com/kunalgoel/status/1674440007535271936)  2023-06-29T15:58Z [----] followers, [---] engagements


"@hmalviya9 it'll be a bull market for Solana too"  
[X Link](https://x.com/kunalgoel/status/1674443144992006146)  2023-06-29T15:57Z [----] followers, [--] engagements


"Maker introduced Enhanced DAI Savings Rate which has completely evaporated its expected profits. It was on a run-rate to $80 mn in profits for the next [--] months but now it will only do $2 mn. Was it worth it"  
[X Link](https://x.com/kunalgoel/status/1692174326513147985)  2023-08-17T13:59Z [----] followers, 63.4K engagements


"How do you read this chart It seems to me that there is a big TWAP on $AKT at the moment from a large fund with some shrimps selling"  
[X Link](https://x.com/kunalgoel/status/1692579857996067180)  2023-08-18T16:50Z [----] followers, [----] engagements


"Special friend tech codes. Get extra points if you use these ft-8n08udsr ft-xyteucz2 ft-52epq603"  
[X Link](https://x.com/kunalgoel/status/1700386747191005575)  2023-09-09T05:52Z [----] followers, [---] engagements


"Who are the top Solana influencers on Friend Tech"  
[X Link](https://x.com/kunalgoel/status/1700826255510376584)  2023-09-10T10:59Z [----] followers, [---] engagements


"Is FTX's locked SOL in an immutable smart contract or a handshake trustmebro agreement"  
[X Link](https://x.com/kunalgoel/status/1702343826440847868)  2023-09-14T15:29Z [----] followers, [---] engagements


"The people who are telling Solana holders not to worry about Eclipse and FTX's selling were the same ones ditching Ethereum for alt-EVM chains. The narrative that growth in Eclipse will lead to better applications on Solana is laughable. Solana's problem isn't devs / tech"  
[X Link](https://x.com/kunalgoel/status/1704786538431689195)  2023-09-21T09:15Z [----] followers, [---] engagements


"Ethereum Researchers are worried 😕 - The amount of ETH staked has consistently grown (as I had predicted) and shows no sign of stopping. - Along with that Lido's share too has remained high and is nearing a key threshold of 33%"  
[X Link](https://x.com/kunalgoel/status/1706597073259303323)  2023-09-26T09:10Z [----] followers, 111.8K engagements


"To fix this a few solutions are coming up + EIP-7514 will slow the max growth rate for ETH staked + Lido is becoming more decentralized + Ethereum's social layer is activated to limit Lido's share to below 25% + @eigenlayer will provide real $ incentives for decentralization"  
[X Link](https://x.com/kunalgoel/status/1706597076908335398)  2023-09-26T09:10Z [----] followers, [----] engagements


"So what's the impact on Lido and liquid staking tokens I expect Lido's share to remain around 32-33%. Users in the past have not let Lido's share increase beyond that and I expect that trend to continue. With that I calculate LDO's fair value at $1.6-1.8 for current ETH prices"  
[X Link](https://x.com/kunalgoel/status/1706597079810806003)  2023-09-26T09:10Z [----] followers, [----] engagements


"Additionally I expect RPL to be a key beneficiary if EigenLayer is able to reward decentralized node operators I expect its staking share to increase to 5% with a fair value of $35-40 in my base case Even my bear case shows little scope for downside at current ETH prices"  
[X Link](https://x.com/kunalgoel/status/1706597083166236792)  2023-09-26T09:10Z [----] followers, 11.2K engagements


"@KimonSh Some expenses would scale with revenue like insurance. A 1% expense ratio would be an impressive achievement for the DAO"  
[X Link](https://x.com/kunalgoel/status/1706640715252744262)  2023-09-26T12:03Z [----] followers, [--] engagements


"While everyone was panic selling their claims at 10-15% my report last year covering FTX's fall calculated claims at 40-50%"  
[X Link](https://x.com/kunalgoel/status/1707711998107013585)  2023-09-29T11:00Z [----] followers, 14.1K engagements


"My thoughts on Lido - - They voted not to self-limit at any staking share. This is important and set everything else in motion. - There has been discussions on dual-governance for a year+ now but it still hasn't been put to vote. Why The community may follow the influencers but Paradigm and Dragonfly may not. - Finally Lido maintains that it is no threat to the network and that is very likely true. But more importantly there is no incentive for Ethereum maxis (read non-LDO holders) to ignore the potential for harm. Limiting their stake by social pressure means Lido can't be evil and that is"  
[X Link](https://x.com/kunalgoel/status/1710303805147951115)  2023-10-06T14:39Z [----] followers, [----] engagements


"Are there any examples of protocol forks that have worked out better than the original Or worked out at all"  
[X Link](https://x.com/kunalgoel/status/1710610288285028440)  2023-10-07T10:57Z [----] followers, [----] engagements


"@chasedevens @MessariCrypto @RyanWatkins_ @ericturnr @twobitidiot It was a pleasure working with you Chase. Excited for what you build with @SpaceandTimeDB"  
[X Link](https://x.com/kunalgoel/status/1718987420748931369)  2023-10-30T13:45Z [----] followers, [---] engagements


"AUSA Sassoon is my hero"  
[X Link](https://x.com/kunalgoel/status/1719033556075205033)  2023-10-30T16:48Z [----] followers, [---] engagements


"Highlights from my latest Coinbase earnings preview - 📉 Our estimate of Coinbase Q3 [----] revenue: $616M (down 7% from Q2) below consensus of $650M. Despite the crypto market dip Coinbase spot volume drop was half of global CEX at 17% vs. 32%"  
[X Link](https://x.com/kunalgoel/status/1720072936525295876)  2023-11-02T13:38Z [----] followers, 39.7K engagements


"🚀 Non-trading revenue: We expect it to be 54% of net revenue in Q3. Interest from USDC deposits continues to play a big role. New line item added of sequencer revenue from @BuildOnBase"  
[X Link](https://x.com/kunalgoel/status/1720072941516566680)  2023-11-02T13:38Z [----] followers, [---] engagements


"🌐 Coinbase Base launched with a bang 30M funded addresses in 1Q thanks to @friendtech. We expect sequencer revenue at $7M for Q3. Could be a game-changer if the growth continues"  
[X Link](https://x.com/kunalgoel/status/1720072946084172026)  2023-11-02T13:38Z [----] followers, [---] engagements


"💎 ETH staking through Coinbase was up by 10% despite market conditions. Blockchain rewards although may be lower as a result of lower prices and yield"  
[X Link](https://x.com/kunalgoel/status/1720072950211289162)  2023-11-02T13:38Z [----] followers, [---] engagements


"Coinbase announces result Actual Net Revenue = $623 M Our Estimated Net Revenue = $616 M 🎯 Consensus Estimate = $650 M 😑"  
[X Link](https://x.com/kunalgoel/status/1720201844943638656)  2023-11-02T22:10Z [----] followers, 25K engagements


"found a coin that - trades at a discount to treasury - has a big narrative coming up - is in the right ecosystem - but hasn't pumped we do a little buying"  
[X Link](https://x.com/kunalgoel/status/1722259524222845402)  2023-11-08T14:27Z [----] followers, [----] engagements


"@riyad_carey It was Mango Markets on Solana. Currently the functionality is paused only USDC deposits are accepted"  
[X Link](https://x.com/kunalgoel/status/1722634029521121778)  2023-11-09T15:15Z [----] followers, [---] engagements


"eigenlayer isn't even out and we're about halfway there. how's rocket pool fam doing Additionally I expect RPL to be a key beneficiary if EigenLayer is able to reward decentralized node operators I expect its staking share to increase to 5% with a fair value of $35-40 in my base case Even my bear case shows little scope for downside at current ETH prices https://t.co/fb9ekMy7FM Additionally I expect RPL to be a key beneficiary if EigenLayer is able to reward decentralized node operators I expect its staking share to increase to 5% with a fair value of $35-40 in my base case Even my bear case"  
[X Link](https://x.com/kunalgoel/status/1722683462967029999)  2023-11-09T18:31Z [----] followers, [----] engagements


"With Solana leading this bull run and seeing increased investor interest I take a look at its tokenomics and try to find a value and potential paths to (more) success. But first huge props to the Solana team and community. With every narrative going against them in the bear market they chewed glass and have emerged stronger on the other side. Solana is now the home to DePIN apps with multiple exciting partnerships announced including one with Visa and has shaken off every dark cloud over its narrative. Okay onto its value. -------------------------------------- Valuing Layer-1 tokens is"  
[X Link](https://x.com/kunalgoel/status/1725560398156337314)  2023-11-17T17:03Z [----] followers, 17K engagements


"@aeyakovenko @toghrulmaharram @stonecoldpat0 For decentralized chains "everyone" doesn't agree on anything. See bch etc etc. Social consensus is not trivial to invoke. Economic security helps until then"  
[X Link](https://x.com/kunalgoel/status/1728307733764677718)  2023-11-25T07:00Z [----] followers, [---] engagements


"@aeyakovenko @toghrulmaharram @stonecoldpat0 BTC hash rate / BCH hash rate = BTC price / BCH price"  
[X Link](https://x.com/kunalgoel/status/1728312498615410947)  2023-11-25T07:19Z [----] followers, [--] engagements


"@aeyakovenko Yes that is one of the purposes of the native token but is largely price independent. Also there are blockchains that use a different token for gas and for security. For example Gnosis Chain uses XDAI for gas but GNO for security; GNO is 3x higher market cap than XDAI"  
[X Link](https://x.com/kunalgoel/status/1728546842307350541)  2023-11-25T22:50Z [----] followers, [---] engagements


"Tell you Tio and Tia we're going to the moon. 🚀🌙"  
[X Link](https://x.com/kunalgoel/status/1729469262291784098)  2023-11-28T11:56Z [----] followers, [----] engagements


"@ShapeShift @Ledger @THORChain Typo or malicious link Unretweet this @THORChain"  
[X Link](https://x.com/kunalgoel/status/1730411451045843213)  2023-12-01T02:20Z [----] followers, [---] engagements


"Everyone levels up after a cycle. ETH is now BTC SOL is ETH and TIA is SOL"  
[X Link](https://x.com/kunalgoel/status/1730545158708490396)  2023-12-01T11:11Z [----] followers, [----] engagements


"To maintain independence the market cap of the native asset must be higher than centralized stablecoin supply. Otherwise greater economic power lies with the stablecoin issuers. Reversing it as stablecoin supply on a chain grows it puts pressure on the market cap to grow"  
[X Link](https://x.com/kunalgoel/status/1730933433898041359)  2023-12-02T12:54Z [----] followers, 19.8K engagements


"It's an idea for an echo bubble. History doesn't repeat but it rhymes. Solana brought high throughput and fast finality better than almost any other L1 in the [----] bull run. Celestia may do the same but for DA in the next bull run. They're both backed by visionary teams and investors so there is not doubt on the growth prospect. Not to say that TIA should be the same market cap as SOL today. It's ecosystem is still young but if they execute well it can be something"  
[X Link](https://x.com/kunalgoel/status/1731021950624121272)  2023-12-02T18:46Z [----] followers, [--] engagements


"I can smell the fear of the underallocated"  
[X Link](https://x.com/kunalgoel/status/1731683759261413384)  2023-12-04T14:35Z [----] followers, [---] engagements


"This stablecoin project on Solana is still largely being ignored by the market. Only up about 30-40% since I wrote about it. Is there something very wrong with it that I missed"  
[X Link](https://x.com/kunalgoel/status/1733377350736457767)  2023-12-09T06:45Z [----] followers, [----] engagements


"@0xripleys Lenders of SOL on your platform are underwriting the smart contract risk for Marinade / other SOL-based liquid staking protocols. Any exploits / problems with those protocols will create bad debt on the Solend"  
[X Link](https://x.com/kunalgoel/status/1734831730698195097)  2023-12-13T07:04Z [----] followers, [--] engagements


"@0xripleys No if you price them correctly and manage risk the loans should liquidate saving the protocol and its depositors"  
[X Link](https://x.com/kunalgoel/status/1734832438596026574)  2023-12-13T07:07Z [----] followers, [--] engagements


"@0xripleys If mSOL goes to zero I could lend on your platform and borrow SOL against it if you're using the SOL price as your oracle for mSOL. It is not good design I suggest looking into this and deploying a fix quickly"  
[X Link](https://x.com/kunalgoel/status/1734833503798497483)  2023-12-13T07:11Z [----] followers, [--] engagements


"@GwartyGwart vfb"  
[X Link](https://x.com/kunalgoel/status/1734931972898594915)  2023-12-13T13:43Z [----] followers, [---] engagements


"anybody else start to say VFB instead of JFC or does the price of ETH need to be higher"  
[X Link](https://x.com/kunalgoel/status/1734932176884441106)  2023-12-13T13:43Z [----] followers, [---] engagements


""instead of predicting the end of the world you're predicting Coinbase's quarterly earnings" why did it have to do me like that"  
[X Link](https://x.com/kunalgoel/status/1735007006170230843)  2023-12-13T18:41Z [----] followers, [---] engagements


"Following yesterday's exploit is there a place to check which applications are safe to interact with"  
[X Link](https://x.com/kunalgoel/status/1735571519936647272)  2023-12-15T08:04Z [----] followers, [---] engagements


"@ZoomerOracle @thiccy____ zoomer moving the market cap by 2b"  
[X Link](https://x.com/kunalgoel/status/1735956630938722652)  2023-12-16T09:34Z [----] followers, [---] engagements


"It's hard to find positive ETH sentiment on here because Ethereans are bull posting on MySpace using their Blackberries connected through 2G"  
[X Link](https://x.com/kunalgoel/status/1737825384018919495)  2023-12-21T13:20Z [----] followers, [----] engagements


"If EigenLayer airdrops $1.5 B with 500k ETH staked every ETH restaked gets $3000 assuming points are distributed equally"  
[X Link](https://x.com/kunalgoel/status/1737833371567632814)  2023-12-21T13:52Z [----] followers, [----] engagements


"When a project has an unlock coming up there is a tendency to announce a positive development and/or a token sink to reduce the potential impact of the unlock. Layer-2s have a natural token sink in staking once decentralized sequencers are live. With its recent underperformance will Arbitrum announce something before March 🤔"  
[X Link](https://x.com/kunalgoel/status/1739968732787614103)  2023-12-27T11:17Z [----] followers, [----] engagements


"What are some blue chip memecoins"  
[X Link](https://x.com/anyuser/status/1741415798324040086)  2023-12-31T11:07Z [--] followers, [----] engagements


"EigenLayer partnering with Rocket Pool is a match made in heaven. EigenLayer gets access to RPs thousands of node operators RETH gets higher yields and Ethereum attaches real money incentives to decentralization. A true win win win Once upon a time I wrote about the @Rocket_Pool layer zero bull case. Rocket Pool has a bonafide army of node operators with huge capital at stake - the perfect partner to turn @eigenlayer into a decentralized powerhouse. Time to bring yield to decentralization a thread 👇 https://t.co/zaBVkzB33C Once upon a time I wrote about the @Rocket_Pool layer zero bull case."  
[X Link](https://x.com/kunalgoel/status/1743700159173988855)  2024-01-06T18:24Z [----] followers, 10.8K engagements


"Cody is a super smart analyst at Spartan. His take on EigenLayer's valuation is fresh and really good. "restaking" is one of the hottest narrative this year with @eigenlayer potentially dropping one of the biggest airdrop in history but how should we think about @eigenlayer's fair valuation - i dropped a piece in my personal substack outlining some thoughts around this topic https://t.co/tomRzJ1lAa "restaking" is one of the hottest narrative this year with @eigenlayer potentially dropping one of the biggest airdrop in history but how should we think about @eigenlayer's fair valuation - i"  
[X Link](https://x.com/kunalgoel/status/1744030879653974091)  2024-01-07T16:18Z [----] followers, [---] engagements


"I'm in BITCOIN for the bitcoin spot etf"  
[X Link](https://x.com/kunalgoel/status/1744441731221692633)  2024-01-08T19:31Z [----] followers, [---] engagements


"What makes @dYdX special 🏆 Category winner in a Winning Category - the largest of perp DEXs where perp DEX volumes are almost certain to grow in a bull market 🚀Product AND Tokenomics - This is rare in crypto. Products are usually nothing more than roadmaps and tokenomics are governance memes. dYdX has a strong product and the token generates cash flows. 🏦Architecturally Ahead - dYdX was early to the L2 thesis and they may be early to the app rollup thesis. We're seeing growing activity in the cosmosphere which points to dYdX being right once again."  
[X Link](https://x.com/kunalgoel/status/1744713819954548981)  2024-01-09T13:32Z [----] followers, 10.5K engagements


"@neworldgen420 @dYdX thank you that means a lot"  
[X Link](https://x.com/kunalgoel/status/1744842685104496925)  2024-01-09T22:04Z [----] followers, [---] engagements


"It makes sense for the SEC to wait for the markets to close before announcing the BTC ETF decision 🙄"  
[X Link](https://x.com/kunalgoel/status/1745061155100590092)  2024-01-10T12:32Z [----] followers, [----] engagements


"@redvelvetzip 100% agree. Most LSTs (Swell Stakewise Stader) don't even have 200k ETH staked so this should create demand for them once the larger LST pools (Lido Rocket Pool) fill up"  
[X Link](https://x.com/kunalgoel/status/1745146155334300030)  2024-01-10T18:10Z [----] followers, [---] engagements


"diversification is holding [--] - a punk a bad kid and a mad lad 2- LDO STRD and JTO [--] - BTC and BITCOIN"  
[X Link](https://x.com/kunalgoel/status/1746255602865590587)  2024-01-13T19:39Z [----] followers, [---] engagements


"All it took was one job-risking tweet to slay the bear. While Ethereum was far from central to the narrative in Q4 [----] its fundamental metrics improved across the board. ETH performed well with its price surging by 37% for the quarter however it was the second worst-performing crypto asset above $10 billion. The ETH faithful would do well to remember that "comparison is the thief of joy" and focusing on personal growth leads to success. ------------------------------------------------------ Speaking of growth all fundamental metrics for Ethereum turned positive after a couple of quarters of"  
[X Link](https://x.com/kunalgoel/status/1747022692065186121)  2024-01-15T22:27Z [----] followers, 25.5K engagements


"Celestia and EigenLayer are money printing machines. This is the new token paradigm for this bull market. "The Airdrop Cycle" EigenLayer restaking and Celestia are both industrial airdrop farms without all of the industrial airdrop farming effort https://t.co/iohHDmSbDb EigenLayer restaking and Celestia are both industrial airdrop farms without all of the industrial airdrop farming effort https://t.co/iohHDmSbDb"  
[X Link](https://x.com/kunalgoel/status/1747613797857308729)  2024-01-17T13:36Z [----] followers, [---] engagements


"What does success look like for Celestia one year down the line Getting one successful rollup with the activity of Optimism / Arbitrum / Solana imo would be success but the probability of that seems to be priced by the market fairly low"  
[X Link](https://x.com/kunalgoel/status/1747654695160611279)  2024-01-17T16:18Z [----] followers, [---] engagements


"@metamtn money riches wealth gains $$ profit"  
[X Link](https://x.com/kunalgoel/status/1747675348303548620)  2024-01-17T17:40Z [----] followers, [---] engagements


"People who've been in the space for multiple cycles have seen various governments outright banning Bitcoin/crypto multiple times. The SEC approving a spot ETF means that Bitcoin has more regulatory clarity that the path to adoption is easier. Unlike other asset classes regulatory outlook is a fundamental metric for crypto. That is why there was an expectation that ETF will make numba go up. Yesterday when I said that most Bitcoiners were mostly interested in the Bitcoin ETF insofar as it helped boost Bitcoin I was told by many that it's no different than TradFi. I disagree. I wrote about"  
[X Link](https://x.com/kunalgoel/status/1748415646860206170)  2024-01-19T18:42Z [----] followers, [---] engagements


"Trying to make sense of Celestia at $18 billion Us too. @Saypien_ and I look at some key valuation metrics for Celestia and what it means for you. Celestia has very low fees but that should not concern anyone. It has not even been [--] whole months since the network launched and the primary fee drivers will be rollups. Only Manta Network has launched so far but more are expected to launch in the coming weeks - Dymension and Saga prominent among them. I don't even consider fees as a very important fundamental metric for L1 native assets. I believe Demand for Security is much more relevant. Manta"  
[X Link](https://x.com/kunalgoel/status/1748457184298479751)  2024-01-19T21:27Z [----] followers, 12.3K engagements


"Lads @farcaster_xyz is an actually good product and is easily winning the decentralized social race. Get on it -"  
[X Link](https://x.com/kunalgoel/status/1751981885717393474)  2024-01-29T14:53Z [----] followers, [----] engagements


"If you are a serious crypto investor you should read my latest report on EigenLayer points. You'll need an Enterprise subscription for it. Can't say much more. GL HF"  
[X Link](https://x.com/kunalgoel/status/1752384269924942102)  2024-01-30T17:32Z [----] followers, [----] engagements


"Solana digital assets ledger database and network keeps slaying Solana review [--] hrs after $JUP airdrop: Highlights - $1b defi trading volume on $JUP in 3hrs 👀 - 2.5m non vote tx in [---] hrs (1m per hour) - peak tps dropped from [----] to [---] non vote Tx's per second for initial [--] minutes into airdrop but recovered quickly to [----] tps [--] https://t.co/36Ceepr00a Solana review [--] hrs after $JUP airdrop: Highlights - $1b defi trading volume on $JUP in 3hrs 👀 - 2.5m non vote tx in [---] hrs (1m per hour) - peak tps dropped from [----] to [---] non vote Tx's per second for initial [--] minutes into airdrop"  
[X Link](https://x.com/kunalgoel/status/1752967225043247410)  2024-02-01T08:08Z [----] followers, [---] engagements


"@hoffmang Been almost one year since the last network outage (Feb 2023)"  
[X Link](https://x.com/kunalgoel/status/1752989537989742835)  2024-02-01T09:37Z [----] followers, [--] engagements


"@ejwallach Yes @sreeramkannan mentioned this in his recent podcast with Bankless"  
[X Link](https://x.com/kunalgoel/status/1753501156867993924)  2024-02-02T19:30Z [----] followers, [--] engagements


"Few realize how many airdrops Solana will have in the next few months"  
[X Link](https://x.com/kunalgoel/status/1753503318331248799)  2024-02-02T19:39Z [----] followers, [---] engagements


"@ejwallach @sreeramkannan Native ETH for higher node decentralization for stronger uptime guarantees. He didn't say why anyone would choose stETH but I imagine it might be "cheaper" to use stETH for economic security"  
[X Link](https://x.com/kunalgoel/status/1753603652793823324)  2024-02-03T02:17Z [----] followers, [--] engagements


"i don't know what dymension does and i don't care they were the first to launch on celestia and had a fair and wide airdrop that means something where i'm from. it might even mean [--] dollaroos"  
[X Link](https://x.com/kunalgoel/status/1755195284777222536)  2024-02-07T11:42Z [----] followers, [----] engagements


"@atterX_ @M31Capital @BarclayHedge Congrats Amazing calls through the year🚀🚀"  
[X Link](https://x.com/kunalgoel/status/1755258434243444860)  2024-02-07T15:53Z [----] followers, [---] engagements


"The best insights come from the most difficult analyses. EigenLayer is the most anticipated protocol launch of [----] and this is the most actionable insight for public market participants. ------------------------------------- It is not widely known but there is a way to lever farm EigenLayer points through Pendle. Pendle Yield Tokens (YTs) grant access to lever farm EigenLayer points. On top you also get accelerated levered access to the points of different liquid restaking protocols (LRTs). These Pendle YTs are currently trading at $218 $230 and $150 for EtherFi (June expiry) KelpDAO (June)"  
[X Link](https://x.com/kunalgoel/status/1755747478194766084)  2024-02-09T00:16Z [----] followers, 72.4K engagements


"Got a great response so I've decided to open my model up. Feel free to make a copy to plug in your own assumptions. Remember to follow and retweet so I can keep sharing the The best insights come from the most difficult analyses. EigenLayer is the most anticipated protocol launch of [----] and this is the most actionable insight for public market participants. ------------------------------------- It is not widely known but there is a way to https://t.co/uMyEFrSSr4 The best insights come from the most difficult analyses. EigenLayer is the most anticipated protocol launch of [----] and this is the"  
[X Link](https://x.com/kunalgoel/status/1756317202569920783)  2024-02-10T14:00Z [----] followers, [----] engagements


"@dnggen the opportunity is so great that all sides of the trade can be happy"  
[X Link](https://x.com/kunalgoel/status/1756349757448970496)  2024-02-10T16:09Z [----] followers, [--] engagements


"Tagging the top-tier protocols that have enabled this opportunity @eigenlayer @pendle_fi @ether_fi @KelpDAO @RenzoProtocol"  
[X Link](https://x.com/kunalgoel/status/1756351074259063151)  2024-02-10T16:15Z [----] followers, [---] engagements


"Believe there is a non zero chance that EigenLayer airdrops more than [--] billion dollarooos. I'm positioned to capture the upside this is my trade for this cycle"  
[X Link](https://x.com/kunalgoel/status/1756369662063915060)  2024-02-10T17:28Z [----] followers, [----] engagements


"@0xClement You may be right the narrative is hot I also based my assumptions keeping in mind the market caps of major liquid staking protocols like LDO and RPL"  
[X Link](https://x.com/kunalgoel/status/1756766618560983187)  2024-02-11T19:46Z [----] followers, [---] engagements


"@goinggddark @ContrarianPapi @eigenlayer @Evan_ss6 @ZoomerOracle what valuation did you get it offered at"  
[X Link](https://x.com/kunalgoel/status/1756781382477533201)  2024-02-11T20:44Z [----] followers, [---] engagements


"no token yet no plans currently no plan as of now"  
[X Link](https://x.com/kunalgoel/status/1756781702846763427)  2024-02-11T20:46Z [----] followers, [---] engagements


"@goinggddark @ContrarianPapi @eigenlayer @Evan_ss6 @ZoomerOracle free"  
[X Link](https://x.com/kunalgoel/status/1756783657342111932)  2024-02-11T20:53Z [----] followers, [--] engagements


"@ContrarianPapi @eigenlayer @Evan_ss6 @ZoomerOracle A token won't be announced in discord. It'll be announced on their website"  
[X Link](https://x.com/kunalgoel/status/1756784443468009826)  2024-02-11T20:57Z [----] followers, [--] engagements


"My latest report with estimations for Coinbase's Q4 net revenue. Spoiler I expect a significant beat versus consensus expectations. This outperformance is not just because of the return in crypto sentiment but also the companys strong execution during the bear market and smart early investments. 📈In Q4 [----] Coinbases trading volumes were similar to Q4 [----] but we expect transaction revenue to be almost 50% higher. It has significantly grown fees over the last few quarters and some of this should stick even as volumes return. 🪴Early investments in stablecoins and staking-as-a-service are"  
[X Link](https://x.com/kunalgoel/status/1757464246584046025)  2024-02-13T17:58Z [----] followers, 143.9K engagements


"EiGents think about what STRK's premarket FDV of $14 billion means for EigenLayer and it's boints. The best insights come from the most difficult analyses. EigenLayer is the most anticipated protocol launch of [----] and this is the most actionable insight for public market participants. ------------------------------------- It is not widely known but there is a way to https://t.co/uMyEFrSSr4 The best insights come from the most difficult analyses. EigenLayer is the most anticipated protocol launch of [----] and this is the most actionable insight for public market participants."  
[X Link](https://x.com/kunalgoel/status/1757710950428512621)  2024-02-14T10:18Z [----] followers, [----] engagements


"Yes that's a risk and I do call it out in the post above. Having said that I believe that some part of the distribution will be purely points based otherwise EigenLayer hurts all the LRT protocols and their users (they have points in the millions). I also think that it is more fair (for lack of a better word) to distribute based on stake as Sybiling is super easy. Splitting between two wallets should not be incentivized. I understand that small users need to be incentivized more but there is no good way to do it atm"  
[X Link](https://x.com/kunalgoel/status/1757727827175026952)  2024-02-14T11:25Z [----] followers, [---] engagements


"Anyone know what's up with $COIN today heh"  
[X Link](https://x.com/kunalgoel/status/1757780870734168543)  2024-02-14T14:56Z [----] followers, [--] engagements


"Read my report to see what's up with $COIN today. heh My latest report with estimations for Coinbase's Q4 net revenue. Spoiler I expect a significant beat versus consensus expectations. This outperformance is not just because of the return in crypto sentiment but also the companys strong execution during the bear market and smart https://t.co/5oglaamsVM My latest report with estimations for Coinbase's Q4 net revenue. Spoiler I expect a significant beat versus consensus expectations. This outperformance is not just because of the return in crypto sentiment but also the companys strong"  
[X Link](https://x.com/kunalgoel/status/1757781311974977835)  2024-02-14T14:58Z [----] followers, 18K engagements


"@kelxyz_ @RyanWatkins_ It's the lending protocol's problem not Ethereum or EigenLayer's"  
[X Link](https://x.com/kunalgoel/status/1757802818109362273)  2024-02-14T16:23Z [----] followers, [---] engagements


"jp morgan had a "SELL" rating from 35-160 and just upgraded to "HOLD" lol lmao even"  
[X Link](https://x.com/kunalgoel/status/1758138655749902491)  2024-02-15T14:38Z [----] followers, 17.6K engagements


"As an analyst the only thing that really matters is if you were right. Had predicted a significant revenue beat for Coinbase and that's what we got. Was going to breakdown the result but it's already all there in my preview. Not much to be said except that retail transaction revenue came in higher than expected on the back of higher volumes partially offset by lower fee margins. Subscribe to @MessariCrypto Pro to stay ahead of the game"  
[X Link](https://x.com/kunalgoel/status/1758247783612486022)  2024-02-15T21:51Z [----] followers, 27.5K engagements


"The Coinbase report was so popular I decided to do a follow up. Yesterday Coinbase announced its Q4 earnings and it was a massive beat to consensus estimates as we had predicted. Even against our more bullish estimates Coinbase revenue had a positive surprise. Retail volumes grew faster than anticipated driving transaction revenue much higher. -------------------------------------- The most interesting thing on earnings calls is always the management's commentary and @brian_armstrong and team delivered. Highlights - Bitcoin is the second-largest commodities ETF after gold overtaking silver."  
[X Link](https://x.com/kunalgoel/status/1758516023081284039)  2024-02-16T15:37Z [----] followers, 35.8K engagements


"You'll need a @MessariCrypto Pro subscription for the full report. It has the updated model and full highlights of the earnings call. There is also an easter egg for the memers.🥚"  
[X Link](https://x.com/kunalgoel/status/1758516026919006486)  2024-02-16T15:37Z [----] followers, [----] engagements


"There is a lot of misinformation about @ethena_labs. I spent the last [---] hours to understand it. Nah it's actually pretty simple. For every dollar in deposits it creates a hedged position (hold spot stETH sell perp ETH) that generates yield. The yield comes from crypto market inefficiencies but there is some small risk of liquidation on the perp exposure. No ponzis it's good"  
[X Link](https://x.com/kunalgoel/status/1760289958731129058)  2024-02-21T13:06Z [----] followers, [----] engagements


"My first assumption was EigenLayer was a [--] to [--] billion dollar protocol at launch Then I thought [--] to [--] Now I think it might be to [--] - [--] billion [--] sounds crazy right Unless"  
[X Link](https://x.com/kunalgoel/status/1760299351966974303)  2024-02-21T13:44Z [----] followers, [----] engagements


"Somebody swept EigenLayer points listings today on Whales Market. Pendle YTs are up 15%+. This is the most misunderstood asset still and the more I research the higher my conviction gets. Will update my model soon and share it with you lads"  
[X Link](https://x.com/kunalgoel/status/1760714799405531382)  2024-02-22T17:14Z [----] followers, 19.9K engagements


"If you bought Pendle YTs any time after I wrote this post you're up vs ETH AND have farmed 10x EigenLayer and LRT points. The best insights come from the most difficult analyses. EigenLayer is the most anticipated protocol launch of [----] and this is the most actionable insight for public market participants. ------------------------------------- It is not widely known but there is a way to https://t.co/uMyEFrSSr4 The best insights come from the most difficult analyses. EigenLayer is the most anticipated protocol launch of [----] and this is the most actionable insight for public market"  
[X Link](https://x.com/kunalgoel/status/1762141423116153092)  2024-02-26T15:43Z [----] followers, [----] engagements


"This design is closer to Lybra than Ethena. I had reservations against Lybra's design back in June-2023 and it has not done well since then. Having a yield-bearing stablecoin means that there is a disincentive against spending it. 1/ Introducing $YBX A yield-bearing asset to capture base layer monetary policy Here's how it works🧵 https://t.co/JNKAd4GyfY 1/ Introducing $YBX A yield-bearing asset to capture base layer monetary policy Here's how it works🧵 https://t.co/JNKAd4GyfY"  
[X Link](https://x.com/kunalgoel/status/1762877142184907143)  2024-02-28T16:27Z [----] followers, [----] engagements


"Consider two examples - - Maker accepts stETH and gives non-yield bearing DAI for it. Now you can use DAI while your stETH accrues yield on Maker. - Lybra accepts stETH and transfers yield to eUSD. Why would you ever use eUSD If you don't use eUSD what was the point in "minting" it You still have exposure to the same assets and if you want to change it you must give up yield"  
[X Link](https://x.com/kunalgoel/status/1762878906355401000)  2024-02-28T16:34Z [----] followers, [---] engagements


"They were talking about Saylor's liquidation price he's going to liquidate the Fed now"  
[X Link](https://x.com/kunalgoel/status/1763223737317331426)  2024-02-29T15:24Z [----] followers, [---] engagements


"Is Ethena Labs a yield-generating vault a stablecoin project or a new paradigm It's important to know because that's how the market will price it. A never seen before analysis on Ethena's Shards to deliver the most insightful research - ------------------------------------------ Ethena recently crossed $600 mn in supply making it the third largest decentralized stablecoin. It has a points (sorry shards) program to incentivize usage. As I did with the EigenLayer points I model what could be the price supply and value of Ethena points to find the best opportunity. First the price per Whales"  
[X Link](https://x.com/kunalgoel/status/1763633434033836470)  2024-03-01T18:32Z [----] followers, 25.1K engagements


"somebody swept Ethena shards 3-4 hours ago of @WhalesMarket with $10k+ i expect it will prove to be a good decision in a few days Is Ethena Labs a yield-generating vault a stablecoin project or a new paradigm It's important to know because that's how the market will price it. A never seen before analysis on Ethena's Shards to deliver the most insightful research - https://t.co/8GOaMVQtWt Is Ethena Labs a yield-generating vault a stablecoin project or a new paradigm It's important to know because that's how the market will price it. A never seen before analysis on Ethena's Shards to deliver"  
[X Link](https://x.com/kunalgoel/status/1764155406073401406)  2024-03-03T05:06Z [----] followers, [----] engagements


"I don't like Bitcoin it's too slow. I don't like Ethereum it's too expensive. I like Solana it's cheap and fast. And if my transaction doesn't land it wasn't meant to be"  
[X Link](https://x.com/kunalgoel/status/1770249802317763015)  2024-03-20T00:43Z [----] followers, [----] engagements


"are they finding out about Lumerin now"  
[X Link](https://x.com/kunalgoel/status/1772500778302706069)  2024-03-26T05:48Z [----] followers, [----] engagements


"@redvelvetzip check slack"  
[X Link](https://x.com/kunalgoel/status/1772509243662639334)  2024-03-26T06:21Z [----] followers, [--] engagements


"Why does a project with $2 bil FDV need private funding"  
[X Link](https://x.com/kunalgoel/status/1773343403788337440)  2024-03-28T13:36Z [----] followers, [----] engagements


"An LRT chain secured by EigenLayer"  
[X Link](https://x.com/kunalgoel/status/1773628133293343042)  2024-03-29T08:27Z [----] followers, [----] engagements


"Want to get rugged what's the best place rn"  
[X Link](https://x.com/kunalgoel/status/1773715993002663983)  2024-03-29T14:17Z [----] followers, [----] engagements


"This is too kind a take. Points were useful till they were tied to an account. With trading through Pendle/Whales now participants are worse off than if they were trading airdrops / buying ICOs - all the speculation remains with greater information asymmetry. Insiders know the date / size of airdrop and if anytl information is leaked these markets can be manipulated very easily"  
[X Link](https://x.com/kunalgoel/status/1774387728072966513)  2024-03-31T10:46Z [----] followers, [----] engagements


"Enough with the points. @cryptoian @pendle_fi This is too kind a take. Points were useful till they were tied to an account. With trading through Pendle/Whales now participants are worse off than if they were trading airdrops / buying ICOs - all the speculation remains with greater information asymmetry. Insiders know the @cryptoian @pendle_fi This is too kind a take. Points were useful till they were tied to an account. With trading through Pendle/Whales now participants are worse off than if they were trading airdrops / buying ICOs - all the speculation remains with greater information"  
[X Link](https://x.com/kunalgoel/status/1774388045808308421)  2024-03-31T10:47Z [----] followers, [----] engagements


"Over the last three quarters my Coinbase revenue estimates have handily beaten consensus analyst estimates. I'm about to make it four. ------------------------------------------ I estimate Coinbase will generate a whopping $1.5 billion in net revenue for Q1 [----] growing by 65% for the quarter. My estimate is much higher than consensus estimate of $1.2 billion for gross revenue. For this quarter I analyzed ticker volume data to estimate the retail split of trading volume. This is a key metric because retail pays 50-100x more fee margin than institutional customers. I expect retail to"  
[X Link](https://x.com/kunalgoel/status/1777808678067822681)  2024-04-09T21:19Z [----] followers, 102.2K engagements


"Listen I get the fear around Celestia - early buyers are up gigantic revenue is low inflation is high DA is commoditized. I'm not a deep tech guy but I read a bit about Data Availability Sampling (DAS) and it is fucking cool. Every builder in the space agrees - it's on the Ethereum roadmap Anatoly said he likes it. It's just good tech. This is what I understand about DAS - 1- As more light clients join the network they can collectively verify greater samples of data. 2- This allows the network to store more data. So as decentralization and security improves with more light clients the network"  
[X Link](https://x.com/kunalgoel/status/1779349434641576359)  2024-04-14T03:22Z [----] followers, [----] engagements


"the first airdrop is the only one that matters. get it right or the token is down only. study Paraswap"  
[X Link](https://x.com/kunalgoel/status/1781002403807994176)  2024-04-18T16:50Z [----] followers, [----] engagements


"@blknoiz06 @Rewkang New ticker to ape in [--] [--] 1"  
[X Link](https://x.com/kunalgoel/status/1781186921206845768)  2024-04-19T05:03Z [----] followers, [---] engagements


"the fight proved there is no key man risk with wif anymore"  
[X Link](https://x.com/kunalgoel/status/1781442724983418930)  2024-04-19T22:00Z [----] followers, [----] engagements


"Ethereum needs young hungry and foolish influencers. cc: @chainyoda"  
[X Link](https://x.com/kunalgoel/status/1782301069755769244)  2024-04-22T06:51Z [----] followers, [---] engagements


"Be careful with this now. Even though you start receiving Renzo Points immediately Renzo takes [--] hours to start accruing EigenLayer points (buffer to deploy a new pod). Every hour matters when you're buying this late so do take this into account when doing the math. This goes out to all the doomsday naysayers saying "gosh darn it what a lucky weasel I'm always too late" No no you're not 😏 There's still about [--] hours left till maturity. Simulating the same trade with the same capital: Spend $9990 for [---] YT-ezETH Earn [------] https://t.co/TJuv72nYPs This goes out to all the doomsday"  
[X Link](https://x.com/kunalgoel/status/1782313455195734267)  2024-04-22T07:40Z [----] followers, [----] engagements


""The TREAT token according to Shiba Inu serves as the 'utility and governance token' of its new privacy-focused Layer [--] blockchain which is being built on Shibarium its Ethereum Layer [--] blockchain." 1) what Shiba Inu raises $12 million in token round for its new blockchain https://t.co/M9bt2Pbdi1 Shiba Inu raises $12 million in token round for its new blockchain https://t.co/M9bt2Pbdi1"  
[X Link](https://x.com/kunalgoel/status/1782327835266277787)  2024-04-22T08:37Z [----] followers, [----] engagements


"First Pendle LRT expiries are on April [--]. Expect some airdrop announcements to come in soon after. The best insights come from the most difficult analyses. EigenLayer is the most anticipated protocol launch of [----] and this is the most actionable insight for public market participants. ------------------------------------- It is not widely known but there is a way to https://t.co/uMyEFrSSr4 The best insights come from the most difficult analyses. EigenLayer is the most anticipated protocol launch of [----] and this is the most actionable insight for public market participants."  
[X Link](https://x.com/kunalgoel/status/1782355135718379919)  2024-04-22T10:25Z 10.1K followers, [----] engagements


"@zmanian @NEARProtocol @agoric @SocketProtocol @frontierdev Won't Polygon's Aggregation Layer and OP Stack also help with this"  
[X Link](https://x.com/kunalgoel/status/1782356837565665463)  2024-04-22T10:32Z [----] followers, [---] engagements


"what do they mean by this serious question"  
[X Link](https://x.com/kunalgoel/status/1782424488916754868)  2024-04-22T15:01Z [----] followers, [----] engagements


"@0xfoobar Moonbirds in 2025"  
[X Link](https://x.com/kunalgoel/status/1782473333956805000)  2024-04-22T18:15Z [----] followers, [---] engagements


"Feel bad for those liquidated. I advocate against Gear / leverage looping for precisely this reason. If you want points do the YT math and get the exposure you're comfortable with. https://twitter.com/0xdjma/status/1782968429852631333 Did @RenzoProtocol ezETH yield loopers on @MorphoLabs just get rinsed https://t.co/MR5JxuGCCl https://twitter.com/0xdjma/status/1782968429852631333 Did @RenzoProtocol ezETH yield loopers on @MorphoLabs just get rinsed https://t.co/MR5JxuGCCl"  
[X Link](https://x.com/kunalgoel/status/1782975557170319502)  2024-04-24T03:31Z [----] followers, [----] engagements


"$2 million seed to $20 million series A in [--] days. Crypto is truly one of the industries of all time"  
[X Link](https://x.com/kunalgoel/status/1783420145492258936)  2024-04-25T08:57Z [----] followers, 32.8K engagements


"i wake up and think about eigenlayer"  
[X Link](https://x.com/kunalgoel/status/1783859850406941118)  2024-04-26T14:05Z [----] followers, [----] engagements


"@0xBalloonLover rpgf allocation for arbitrum"  
[X Link](https://x.com/kunalgoel/status/1783861249807208514)  2024-04-26T14:10Z [----] followers, [---] engagements


"is Dell XPS still the best windows laptop to buy for 24*7 productivity"  
[X Link](https://x.com/kunalgoel/status/1783963899571614173)  2024-04-26T20:58Z [----] followers, [----] engagements


"@MartinShkreli @MMifella @ptraughber @Galxe you underestimate how redacted this market is"  
[X Link](https://x.com/kunalgoel/status/1784307736953413941)  2024-04-27T19:44Z [----] followers, [---] engagements


"does EigenLayer's FDV reach a trillion dollars this cycle or next"  
[X Link](https://x.com/kunalgoel/status/1784611653423648971)  2024-04-28T15:52Z [----] followers, [----] engagements


"All LRT users will get their EIGEN tokens in Phase [--]. This includes Pendle YT holders"  
[X Link](https://x.com/kunalgoel/status/1785003807727915260)  2024-04-29T17:50Z [----] followers, [----] engagements


"Poorly communicated airdrop if nothing else from the EigenLayer team. Users are confused. Pendle got decimated for no reason afaict"  
[X Link](https://x.com/kunalgoel/status/1785006816356634639)  2024-04-29T18:02Z [----] followers, [----] engagements


"Coinbase Q1 [----] result is out today. My preview report has been very well liked but I've gotten pushback on the idea that Coinbase will keep the Base sequencer revenue separate and fully reinvest into the onchain economy. I'll share why I think it may happen - 1) Coinbase (or Optimism for them) runs a centralized sequencer right now allowing them to earn this revenue. As the tech improves rollups will drop the centralized sequencer in favor of a decentralized sequencer / shared sequencer. So this may only be some short-term revenue (sub-1 year) and may not make a material impact to"  
[X Link](https://x.com/kunalgoel/status/1785997652217172203)  2024-05-02T11:39Z [----] followers, 34.9K engagements


"🎯🎯🎯 On the ball for every line item. Can't get closer than this. The only difference comes from me ignoring Base sequencer revenue which I calculated as $30 million in the report. Coinbase now puts it under a different head under "Other Transaction Revenue". Messari wins again. We crush the street on crypto research. Nice job @kunalgoel Called the 20% beat almost exactly. Messari wins again. We crush the street on crypto research. Nice job @kunalgoel Called the 20% beat almost exactly"  
[X Link](https://x.com/kunalgoel/status/1786133554134454532)  2024-05-02T20:39Z [----] followers, 62.4K engagements


"@koeppelmann @haydenzadams You would think so but it doesn't always work like that. EigenLayer took a snapshot a month and half before they announced the token and their distribution wasn't exactly points aligned. Points clearly suggested what was beneficial for the protocol until they decided it wasn't"  
[X Link](https://x.com/kunalgoel/status/1786792215391699129)  2024-05-04T16:17Z [----] followers, [---] engagements


"Ethereum isn't real. Touch grass"  
[X Link](https://x.com/kunalgoel/status/1793262041484194282)  2024-05-22T12:46Z [----] followers, [---] engagements


"I read the EigenLayer whitepapers so you don't have to. My latest report goes deep into EigenLayer's architecture the token's design and its value and EigenLayer's potential impact across different ecosystem participants. The preview is below and link is in the next tweet. -------------------------------------------------------- In the beginning there was Bitcoin. Bitcoin created a distributed decentralized ledger to store transactions and incentivized accurate record-keeping through the economic incentive of mining. This incentive aligns the goals of the individual with those of the network"  
[X Link](https://x.com/kunalgoel/status/1793271231392763991)  2024-05-22T13:22Z [----] followers, 43.3K engagements


"Trump ko vote karne ke liye kaunse chinh ka button dabayein"  
[X Link](https://x.com/kunalgoel/status/1793477268024721715)  2024-05-23T03:01Z [----] followers, [----] engagements


"@web3_ayush Didn't think there'd be too many people in my follower list who'd have the specific contexts for this tweet to work. Glad to have you"  
[X Link](https://x.com/kunalgoel/status/1793487775905534008)  2024-05-23T03:43Z [----] followers, [--] engagements


"She wants my points"  
[X Link](https://x.com/kunalgoel/status/1795665114743652579)  2024-05-29T03:54Z [----] followers, [----] engagements


"What did Vitalik mean by this ordering [--]. Polygon [--]. Optimism [--]. Metis [--]. Arbitrum [--]. Scroll [--]. Taiko"  
[X Link](https://x.com/kunalgoel/status/1796210927659856012)  2024-05-30T16:03Z [----] followers, [---] engagements


"@MorphucsAIs @MorpheusAIs @TryVenice @HelloLumerin @hyperbolic_labs @6079ai @akashnet_ @Filecoin @SapienGamified @liftedinit @consensus2024 @ErikVoorhees That's a scam link you're reposting @HelloLumerin"  
[X Link](https://x.com/kunalgoel/status/1796299952681058665)  2024-05-30T21:57Z [----] followers, [--] engagements


"I just can't with the Slack notification bug. Anyone else"  
[X Link](https://x.com/kunalgoel/status/1797686058077048863)  2024-06-03T17:45Z [----] followers, [----] engagements


"Thank you :) - though I worry that since this is another quick post that my activity will be further questioned. To think I even pay for this service and there are billions of bots that aren't getting the same treatment. Of course it's a reason to be more bullish of DeSoc / SocialFi. You may have guesses by now that I'm rambling so it isn't a couple of posts in quick succession. Thanks for replying and reading through pepemon42069"  
[X Link](https://x.com/kunalgoel/status/1797692035996008880)  2024-06-03T18:09Z [----] followers, [--] engagements


"Think @drakefjustin gave his price target - Ethereum to $9.9 trillion"  
[X Link](https://x.com/kunalgoel/status/1797720598484787570)  2024-06-03T20:02Z [----] followers, [---] engagements


"My quick notes on the Ethereum vs Solana debate between Anatoly and Justin Drake. 📉Justin settles the argument on token issuance being a cost. If miner's selling is a cost so is selling to pay for tax. The minutiae of timing games was boring but I can't think of a fundamental reason why they wouldn't happen on Solana. Although Toly's counterpoint of there being more txs than just those produced [---] ms is relevant for now. However if there is a backlog of txs you don't have "global consensus at speed of light" so there is dissonance there. 💰I loved the point on economic security. Toly's"  
[X Link](https://x.com/kunalgoel/status/1797726323218993307)  2024-06-03T20:25Z [----] followers, 13K engagements


"@redvelvetzip i'm a little familiar. had covered it in an Ethereum Quarterly a couple of quarters back"  
[X Link](https://x.com/kunalgoel/status/1797731492917109032)  2024-06-03T20:46Z [----] followers, [---] engagements


"The United States paying its employees is not a cost because it prints its own tokens"  
[X Link](https://x.com/kunalgoel/status/1797997752103886912)  2024-06-04T14:24Z [----] followers, [----] engagements


"Blockchains aren't companies and have no costs. But also remember to do a discounted cash flow on future MEV to arrive at total equity value"  
[X Link](https://x.com/kunalgoel/status/1798063384065425858)  2024-06-04T18:44Z [----] followers, [---] engagements


"the big difference between BTC and GME is that GME management can issue new stock while BTC is on a fixed issuance schedule. not to say i'd be short GME I've actually owned some since Jan [----]. 💎🙌🚀 "Assets must be productive and the production allows compounding" bitcoin is [---] Trillion dollars https://t.co/7Ktznmqtfl "Assets must be productive and the production allows compounding" bitcoin is [---] Trillion dollars https://t.co/7Ktznmqtfl"  
[X Link](https://x.com/kunalgoel/status/1798776429800538273)  2024-06-06T17:58Z [----] followers, [----] engagements


"Iggy's sons on the timeline haven't studied Kalidasa and Vidyotattama and it shows"  
[X Link](https://x.com/kunalgoel/status/1799433345547612659)  2024-06-08T13:28Z [----] followers, [---] engagements


"what are we thinking chat Fully decentralized fair launch SocialFi platform with a new chain dropping. Is that worse than your average memecoin"  
[X Link](https://x.com/kunalgoel/status/1800294973234942461)  2024-06-10T22:32Z [----] followers, [----] engagements


"@kelxyz_ shocking really. did Fehrsam leave with the secret sauce"  
[X Link](https://x.com/kunalgoel/status/1800539248397074786)  2024-06-11T14:43Z [----] followers, [---] engagements


"Nephew is crying because he's too full to eat ice cream"  
[X Link](https://x.com/kunalgoel/status/1800877505177665722)  2024-06-12T13:07Z [----] followers, [---] engagements


"EigenLayer vs Symbiotic aka Namers vs Shapers aka Ethereum vs Solana"  
[X Link](https://x.com/kunalgoel/status/1800885549991076114)  2024-06-12T13:39Z [----] followers, [---] engagements


"DeFi [---] projects will never go back to their multiples of 100+ ever again. Most founders have exited / pivoted and longevity matters more than growth. I expect most of them to only be around for 2-5 years so can only justify a multiple of 10-20. MKR and UNI are exceptions. The setup for Ethereum DeFi is the strongest its been since [----]. DeFi leaders are generating all-time high revenues across the board yet valuations are the cheapest they've been in history. Better yet these revenues will likely accelerate from here as DeFi leaders rollout https://t.co/WmaajQIpxI The setup for Ethereum"  
[X Link](https://x.com/kunalgoel/status/1804123920943243438)  2024-06-21T12:07Z [----] followers, [----] engagements


"Farcaster Frames work on its mobile app Blinks will never work on apps. Big difference. Huge"  
[X Link](https://x.com/kunalgoel/status/1806343524046266774)  2024-06-27T15:07Z [----] followers, [----] engagements


"The greatest throw and the greatest catch. Jmd"  
[X Link](https://x.com/kunalgoel/status/1807112241910628697)  2024-06-29T18:01Z [----] followers, [---] engagements


"Too many chains and too many rollups have created two problems for crypto - [--] - Liquidity is fragmented [--] - The UX is shit What Didn't Work We've tried interoperability cross chain multichain in the past but they haven't worked. Instead most have created additional fragmentation. The answer is Chain Abstraction. Chain Abstraction is a holistic way to address crypto's fragmentation problem. Why should Chain Abstraction succeed when crosschain and multichain failed The most promising solutions are mindful of the mistakes of earlier solutions and are creating credibly-neutral unopinionated infra"  
[X Link](https://x.com/kunalgoel/status/1807844679834030425)  2024-07-01T18:32Z [----] followers, 19.8K engagements


"Someone out there really likes Polkadot and we'll never believe them To the educators and content creators Dont sell out for a quick buck to push narratives you dont believe in. You play an important role in the ecosystem especially during bull markets when no one has time to do their own research. Your audience trusts you dont feed them https://t.co/0UgTvtI7PA To the educators and content creators Dont sell out for a quick buck to push narratives you dont believe in. You play an important role in the ecosystem especially during bull markets when no one has time to do their own research. Your"  
[X Link](https://x.com/kunalgoel/status/1808118964825870462)  2024-07-02T12:42Z [----] followers, [---] engagements


"Who is buying Celestia the DA layer to top rollups like Dymension and Eclipse at [--] billion dollars"  
[X Link](https://x.com/kunalgoel/status/1808760334368288858)  2024-07-04T07:10Z [----] followers, [---] engagements


"Why is nobody building Blinks for another chain Ethereum / other EVMs Algorand Near Cardano EOS etc etc"  
[X Link](https://x.com/kunalgoel/status/1808773063355322507)  2024-07-04T08:01Z [----] followers, [---] engagements


"@PratikKala not yet but soon"  
[X Link](https://x.com/kunalgoel/status/1808995553243472126)  2024-07-04T22:45Z [----] followers, [---] engagements


"Which is the best stablecoin pool in crypto rn Hyperliquid is pretty good at 20%+ but you barely get any points Pendle Ethena PTs are good too at 20%+ Any others"  
[X Link](https://x.com/kunalgoel/status/1809299980827402380)  2024-07-05T18:55Z [----] followers, [----] engagements


"@zksync just according to keikaku"  
[X Link](https://x.com/kunalgoel/status/1810364261236883669)  2024-07-08T17:24Z [----] followers, [----] engagements


"just according to keikaku @kunalgoel Glory posting Oof. Unfollowed. @kunalgoel Glory posting Oof. Unfollowed"  
[X Link](https://x.com/kunalgoel/status/1810365234688700912)  2024-07-08T17:28Z [----] followers, [----] engagements


"It's important to understand this difference and studying tokenomics can help you. Imagine USDC payments take off on Solana who benefits more do you think - SOL or Circle equity Study the difference between the asset and the chain"  
[X Link](https://x.com/kunalgoel/status/1810412047248589196)  2024-07-08T20:34Z [----] followers, [----] engagements


"Was great to chat with @sidcoins as he looked into restaking. While some steam has left the space after a couple of mishandled airdrops I do expect restaking to play a big role in the future. Restaking is one of the buzziest parts of crypto right now. Sidhartha Shukla breaks down the landscape in the latest edition of the Bloomberg @Crypto newsletter https://t.co/Goo3qnRhIw Restaking is one of the buzziest parts of crypto right now. Sidhartha Shukla breaks down the landscape in the latest edition of the Bloomberg @Crypto newsletter https://t.co/Goo3qnRhIw"  
[X Link](https://x.com/kunalgoel/status/1811027597867786370)  2024-07-10T13:20Z [----] followers, [----] engagements


"Toly articulated Solana's grand vision - "If an event happens in Singapore that has an impact on markets . By the time that news reaches NYC there should already be a transaction in a block that is broadcast through the solana network by a leader in Singapore." Why should I or any human who doesn't work for an MEV bot or trading company care about this Is retail's complaint about NYSE that prices take a couple of seconds to reflect events that happen in Singapore"  
[X Link](https://x.com/kunalgoel/status/1811050462411366467)  2024-07-10T14:50Z [----] followers, [----] engagements


"I'm starting to fear that market caps on HyperLiquid spot tokens may be a little deceptive. Is that a $45 billion FDV that I see"  
[X Link](https://x.com/kunalgoel/status/1811858972980224424)  2024-07-12T20:23Z [----] followers, [----] engagements


"MKR absolutely crushing it - return to fundamentals for the brypto markets"  
[X Link](https://x.com/kunalgoel/status/1813191173495836939)  2024-07-16T12:37Z [----] followers, [---] engagements


"NOT ONLY Does Ethereum not capture any value from DA BUT ALSO All L2s will declare independence to not leak value to L1"  
[X Link](https://x.com/kunalgoel/status/1813315113748664514)  2024-07-16T20:49Z [----] followers, [----] engagements


""Solanas goal like most permissionless blockchains is to minimize MEV extracted by the chain operators from users." Discounted value of zero future MEV. https://x.com/aeyakovenko/status/1810222589991583922 https://x.com/aeyakovenko/status/1810222589991583922"  
[X Link](https://x.com/kunalgoel/status/1813325290879279271)  2024-07-16T21:30Z [----] followers, [---] engagements


"Messari AI now does summaries of crypto videos and podcasts. Recently did a pod covering the origin story of my Coinbase revenue predictions and how I do them now. Also I get into my outlook of Coinbase/ Check it out for yourself - https://messari.io/news/video https://messari.io/news/video"  
[X Link](https://x.com/kunalgoel/status/1813624217969304028)  2024-07-17T17:18Z [----] followers, [---] engagements


"Messari AI now does summaries of crypto videos and podcasts. Recently did a pod covering the origin story of my Coinbase revenue predictions and how I do them now. Also I get into my outlook of Coinbase's revenue composition. Check it out - https://messari.io/news/video https://messari.io/news/video"  
[X Link](https://x.com/kunalgoel/status/1813629897568551276)  2024-07-17T17:40Z [----] followers, 12.7K engagements


"Take a moment to look at the right of this table. Coinbase is a secular winner as crypto matures. It is the go-to partner for TradFi in the streets and a Base memecoin degen in the sheets. UPDATED Table of Ethereum ETFs and their fees that are set to launch next week. Grayscale's $ETH will now be the lowest cost ETF at 0.15% https://t.co/UjoaHvHegH UPDATED Table of Ethereum ETFs and their fees that are set to launch next week. Grayscale's $ETH will now be the lowest cost ETF at 0.15% https://t.co/UjoaHvHegH"  
[X Link](https://x.com/kunalgoel/status/1814057261418885207)  2024-07-18T21:58Z [----] followers, [----] engagements


"The Ethereum ETF lists on major US exchanges today. But have we earned it"  
[X Link](https://x.com/kunalgoel/status/1815707842047074729)  2024-07-23T11:17Z [----] followers, [----] engagements


"Citi upgrades Coinbase to BUY from NEUTRAL .@Citi upgraded $COIN to buy from neutral with a raised price target of $345 citing an improving regulatory regime in the U.S. stemming from the presidential election and the @USSupremeCourts overturning of the Chevron precedent. @willcanny99 reports https://t.co/zIh9epDkZY .@Citi upgraded $COIN to buy from neutral with a raised price target of $345 citing an improving regulatory regime in the U.S. stemming from the presidential election and the @USSupremeCourts overturning of the Chevron precedent. @willcanny99 reports https://t.co/zIh9epDkZY"  
[X Link](https://x.com/kunalgoel/status/1815718102241308842)  2024-07-23T11:58Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing