Intern at growthepie | @growthepie_eth Lover of all things Ethereum and Stats Views are my own - Never investment advice
Joined May 2017
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Ethereum issuance - if only there were more than 2 choices...
0% punishes
1% max reduces incentive
Current curve = more staked than we need. Too many validators slows down consensus and makes some future upgrades harder... It's why we did the whole max effective balance thing.
This one might be controversial...
The most important thing to me is that we are building something that is used. We need more high-quality apps.
We spend a lot of time focusing on scaling capacity, but we also need to prioritize filling this capacity.
Great episode on AI and Blockchain - Haseeb thinks agents will have an edge in cybercrime!
growthepie is tracking over 61k agents and services using ERC-8004 you can explore them here: growthepie.com/quick-bites/e…
LIVE NOW - Haseeb Quereshi: Crypto’s Not Made for Humans—It’s for AI
Crypto still feels like a minefield for humans:
- address poisoning,
- blind signing,
- stale approvals,
- phishing domains...
@hosseeb argues that’s a clue, not a bug.
Blockchains and smart contracts are machine-readable systems that AI agents can parse, simulate, and execute far more reliably than people.
Crypto’s core user are not humans clicking through wallets but agents acting on our behalf.
--------------
TIMESTAMPS
0:00 Intro
0:42 Why Crypto’s Not Made for Humans
17:49 How AI Agents Think
28:51 Why Crypto x AI is Unexplored
32:58 The Botconomy & OpenClaw
43:42 How Long Until the Frontier is Here?
50:07 How Crazy Does it Get?
1:06:00 AI Thinks Crypto’s Cringe
1:10:31 @dragonflyvc's New 650M Fund
1:13:05 Closing & Disclaimers
In the past 7 days ~80% of gas fees have come from finance.
Chains need apps to be profitable - These 3 apps generated over $1 mill in chain fees in February:
▸ Polymarket: $3.2 million (100% @0xPolygon)
▸ Uniswap: $1 million (40% @ethereum)
▸ Tether: $1 milliion (97% @ethereum)
Explore more on our applications pages.
Request as the ETH deposit queue gets longer could we start charging more in gas fees per deposit?
I am sure some stakers would pay a premium to queue jump. The premium would only change the order, not the total time for the queue.
Perhaps the same could be done for withdraws?
🚨 ETH is down over 60% from its all-time high!🚨
AND YET — 4,000,000 ETH are waiting in line to STAKE.
Only 32,000 ETH want out.
➡️ Still ZERO signs of PANIC among Ethereum stakers!
🔹 Entry Queue: 4,065,246 ETH (~$10B+) waiting to get IN
🔹 Exit Queue: just 31,915 ETH waiting to get OUT
🔹 Wait time to stake: 70 DAYS
🔹 Wait time to exit: 13 hours
Let that satisfying imbalance sink in for a second.
For every 1 ETH trying to leave, 127 ETH are trying to enter.
This is the LARGEST entry queue in Ethereum's history.
During the biggest price drawdown of this cycle.
Now here's the thing...
I am not sure if this should make YOU bullish or bearish.
🐂 The bull case:
Stakers have EXTREME conviction. Price crashed 60%+ and they're STILL willing to wait 70+ days to lock up their ETH. That's insane commitment. Smart money is not leaving.
🐻 The bear case:
We haven't seen REAL panic selling yet. If sentiment ever flips, there's a massive wall of staked ETH that hasn't even thought about exiting. When that dam breaks — IF it breaks — it won't be pretty.
Make of that what you will.
I remain OPTIMISTIC and BULLISH, as I always do! 😉
I sometimes wonder if V purposely writes things like this in a way that gets the community talking rather than telling them what to think. Also calling him V got me thinking of this film.
Interested to see how long we are going to stay below the trendlines. Historically, this channel has been very sticky.
Kind of funny that people have payed $370,519.97 in Ethereum gas fees to move SOL around.
(This only includes token transfers and not DeFi interactions)
