3786
Kunal Goel 🎩

@goel #3786

Vibes maximalist
126 Follower 127 Following
We're in the endgame now

The markets have severe infrastructure fatigue but MegaETH has been able to catch its attention with some very bold claims
- 100,000 transactions per second
- less than 1 ms block times

This is a 10-100x improvement over any current blockchain infrastructure

How does it do it?
What are the tradeoffs?
Why is it exciting?
And what does it mean for the ecosystem?

I dropped my Mega report on MegaETH today

https://messari.io/report/megaeth-making-ethereum-great-again
Ok, trying to be more active here.
ETH sentiment is so bad that Vitalik has to tweet "Ethereum is Good".

They say price leads narrative, but we want to lead both.

Our analysts explore if Ethereum is actually good or if this is cope from Vitalik.

https://messari.io/report/is-ethereum-good
Coinbase will announce its Q2 2024 result tomorrow.

For the last four quarters, my revenue estimates have been within 2% of actual revenue and handily beaten Wall Street estimates.

The report is now available for Messari Pro users.

Link below.
Where's the gas fees Vitamin?

Where's the Warps money Don Romeo?
Where can I check Farcasters MAUs from each front-end?
the fight proved there is no key man risk with wif anymore
Going to be in Dubai for @t2049. Will be taking meetings with projects, investors, and analysts. Hit me up if you're around.
Over the last three quarters, my Coinbase revenue estimates have handily beaten consensus analyst estimates.

I'm about to make it four.

🧵

1/
Crypto is maturing slowly but surely
what are some good stablecoin farms after the Ethena campaign ends?
the top casts I see when I open warpcast are always bangers
Messari's first frame 👀
Made more money on @farcaster with tips in my 20 posts than Elon ever paid me on Twitter for 2,000.

DeSoc is where it is at.
Farcaster was mentioned multiple times in the Coinbase quarterly result. Absolutely banger result and an even better earnings call from @barmstrong and team.

New model, call highlights, and an easter egg - my new report has it all. Available with Messari Pro

https://messari.io/report/coinbase-q4-review-bald-and-shiny
My latest report with estimations for Coinbase's Q4 net revenue. Spoiler, I expect a significant beat versus consensus expectations.

Full report with my model available to Messari Pro subscribers -

https://messari.io/report/spoiler-alert-coinbase-q4-2023-revenue-estimates
I prefer the puppets to the cats because the puppets don't have a roadmap.
all i want is points for restaking through farcaster frames. is that too much to ask in two thousand twenty four?
where are my sub-10k homies?
I'm not wasting time on @warpcast, it's research
Speculation is the first step to adoption