I think @ssaintleger might have one of the highest alpha per tweet ratios of anyone on crypto twitter

Bullish on PoA L1s with Celestia underneath

There's a lot of content out there that gets pick up just bc it feeds into people's biases and psychology in the current moment People are feeling positive about something? Tweet something positive and you have a big audience eager to engage bc it plays into their bias. Same for negative content about something people feel negative about. That's why bullposts do so well in bull markets, and bearposts n cynicism does so well in bear markets, and ironically those posts perform best when the market is topping or bottoming respectively. In other words, **bullposts and bearposts do best when they're most wrong** And conversely bullposts and bearposts perform worst when they're most right It takes a lot of discipline to think independently from first principles, but if you can manage it you can avoid falling for this trap

celestia is a platform for launching high performance verifiable L1s with no alignment 🧠 🪱 s (e.g canonical bridge or base layer rev maximalism) it’s success is tied to its ability to get out of the way and allow others to create and capture value -- similar to how AWS seamlessly and invisibly underpins netflix, airbnb, etc yet is responsible for the majority of amazon's profits you don't even need to know it's there. it simply exists to provide businesses and their users with a better onchain product experience (in celestia's case: high performance + end user verifiability — if desired) issue and settle wherever your users are and save money while doing so there are no alignment games to navigate here just build a 10x better product on a maximally simple foundation🦣

Celestia is more like an L0 than an L1

Celestia's north star is to scale decentralized compute as much as possible to meet the future demand that is inevitably coming.

Big companies launching L1s is kind of a rejection of the L2 thesis but it's even more of a rejection of the Solana thesis.

Tokenized money market funds with Celestia underneath We're bringing finance onchain, one appchain at a time

I have fully come around to the rollup architecture. Yes everyone can build their own chain, and many with large existing distribution (sc Robinhood) will try. However, running a chain isn't core to 98% of businesses out there. Conseneus and shared DA need to happen but most companies won't choose that vector to differentiate. Why would they? If you're building onchain social, retail brokerage, etc... why do you want to get into the nitty gritty of the infra? It's extra operational cost and a massive splintering of focus. So what I would expect is many companies try to build their own chains over the next two or three years before eventually giving up and using Ethereum, Celestia, Arbitrum, etc...

Episode 206: Building the Web3 Equivalent to AWS with Nick White of Celestia @AndrewY_SX @nickwh8te @celestia @NinepointDAG 0:00 Introduction 2:02 Nick’s Background & Crypto Journey 5:43 Modularity & Data Availability 10:38 Future of Apps with Limitless Scalability 18:44 Celestia’s Focus on Growth vs. Revenue 23:43 Economics of Decentralized Compute 28:49 Is Modularity the Final Evolution? 36:43 Celestia’s Role in the Web3 Stack 41:59 Predictions for Next 12 Months 46:02 Lessons from Past Token Models 50:24 Conclusion Also available on YouTube: