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JR | Multicoin Capital
@johnrobertreed
Partner, CMO @Multicoin | Opinions are my own / not a solicitation / not an offer for investment advisory services
Joined March 2009
11.3K Following    11K Followers
Maybe this is a contrarian take but I find Solana's near term roadmap to be FAR more interesting and compelling than MCP. - 150-200ms slots brings solana to closer to parity with hyperliquid / DZ now above 50% adoption helps reduce global latency - 2-slot leaders span / 50ms ticks also brings solana closer to hyperliquid, but also effectively reduces censorship resistance in the case of a malicious leader (just looks more like a delay) On Terminal Wars 2.0 / Perp Dex Wars — I believe the winners will win because of 1) product selection, 2) market makers/ depth, 3) composability/capital efficiency as a function of cross-margining, and 4) leverage. Do those things right, and traders will move. We're in inning 2-3. No ones lunch is safe. Super-liquidity is a feature of crypto.
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