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_gabrielShapir0
@lex_node
corpsec attorney, now tokenizing companies at @MetaLeX_Labs ex-BigLaw Buyside Tech M&A (Weil, Hogan Lovells) ex-@Delphi_Labs GC @BrownUniversity grad
7.6K Following    77.7K Followers
increasingly I feel @MetaDAOProject @umia_finance & similar structures are the only way to make the space investable again....the fundraise can't be the product with some small pre-pmf team raising $100M+ based on hype then forgetting what got them there...you can almost set your watch by it...in the past, DAICOs etc. were always laughed off based on adverse selection but now that VC funding has also become so much more selective, there is a chance to do this right...
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"crypto" has largely forgotten its purpose, which is to empower individuals at the expense of intermediaries...that's because the intermediaries are the last remaining exit liquidity, so we can't disrupt them or they will not buy our bags. . . . massive catch-22 as an industry. the highest-$-value use case--tokenized stocks, etc.--hangs in the balance, and so far the "industry" is massively supporting cosplay intermediary tokenization instead of trying to disrupt and destroy the incumbents using this technology
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I have been using @ethos_network for a while now. I think the ethos of Ethos is fantastic and we certainly need this product in the world of: - AI Reply bots - Memecoin Shills - Phished scammers - Out right pump and dumpers But, its still not without its problems, even though they are clearly trying to fix them and have done a lot already to address issues/ i still feel that is a "community" which i think it shouldn't be. I dont think this is the type of product that should have people going into the discord asking for reviews and human verification. The system needs to be more organic, otherwise it becomes a kabal. Ive not really asked anyone to review me and in 1 year i have only gotten 10 reviews. This IMHO is a bug. Perhaps this looks like me asking for reviews, and perhaps that is ironic. but i still think my point is valid. That said, i truely hope adoption of ethos grows and people start to use it to filter the noise, and crime of crypto twitter. (CX is new tag for this?)
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guess it's time to bring back my viral Haaland post; yes, even euro Viking chads have no power or dignity in their own households anymore...
even giga-rich pro athletes are subject to this kind of humiliation from their women nowadays, crazy work
Nice overview and I love the way you made the video. Wish I had such video editing skills. Some notes as I watched. The fight is not between decision by committe or decision by each token holder voting. ENS DAO like many other DAOs has had working groups. A panel of 3 experts that are voted in by the DAO and those experts get to do all the day to day decisions for so long as their term lasts. No DAO would ever work where everyone votes for everything every time. That was never the question in ENS (or any other DAO). All DAOs I saw ended up creating those working groups. There is a lot of theatrics on the "independent foundation" front but the fight is between an independent DAO existing in any way or form, or being completely captured by ENS Labs through that "independent foundation". If you see the proposal 2 /5 seats are ENS Labs people and the rest are "independent" people picked up by ENS Labs. Looking at the cloak and dagger theatrics they end up doing in DAO governance to hide that they are controlling more votes than is obvious, by having independent DAO delegates be their sock puppets ( ) I would not trust a foundation chosen in this way with a 5-foot pole. Also you mentioned that token holders would decide where revenue goes. That's not true. That's part of the treasury management which is now taken away from the DAO. The only thing they end up doing is rubber stamping ENS Labs upgrades to the protocol: And if they really think that token holders have all that power over the foundation then ... it's Nick + Labs having all this power over themselves? It makes no sense. I guess due to time but you also did not mention that the DAO's own security council was going to block this move as an attack against the DAO. But Nick used his tokens and ENS Lab's sock puppets to block ( the renewal of the security council and then went ahead to nominate a new security council under their control with himself as a member ofc: Finally and perhaps more importantly forgot to mention that empowering the ENS foundation is not a problem for us. We just want it more accountable and not completely controlled by ENS Labs. Which is why we have made this other proposal ( which has unfortunately not have had any fruitful engagements from Labs who seem to want zero compromises and want to push their own version of the foundation proposal.
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While there remains widespread skepticism around $ETH, the rise in the ratio of ETH/BTC signals investors are anticipating improving visibility of "use cases" for crypto This is a good thing
"But Lefteris there must be some non ENS Labs employees left in the community who believe in ENS and support the takeover?" Here is the votes. Every red vote is either a Labs employee or someone whose majority delegation is delegated to from Labs. It's all a sham.
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Here's a novel visualization of the Security Council vote. Except for me and @blockchainjames, all ENS whose origin or delegation came from the timelock and labs wallets voted NO. Except for a small amount of people who delegated to nick, every other origin was green. Remember this was supposed to be a standard renewal of a security feature, but Labs feared it could have a theoretical impact on a vote that hasn't even been put forward.
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Mr. President, one Biden-era prosecution is still going forward under your administration: US v. Storm. A jury of 12 already deadlocked on the 2 main counts. DOJ wants a retrial anyway — up to 40 more years in prison for writing open-source software. This precedent threatens every US developer and entrepreneur.
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"progressive decentralization" just means they progressively realized they didn't want to
The May Tokenholder Update previewed a new project from Lido. A group of security-obsessed contributors are building provably private AI with TEEs and leading open-weight models. The project is @usewisp_io. The waitlist opens today.
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releasing zkpassport.gwei subdomains gated by @ZKPassport. the zkp doesn't reveal anything about you (no name, no nationality, no eyeball). one passport can mint one name only. i will use this as an anti-sybil mechanism for two new apps im building :)
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It's not a unique observation but AI is going to hit normies like a ton of bricks. The tiny minority of people maxxing out their usage of agents and Claude Fable can see it and it's driving us all insane. Normies think it will never get beyond writing boilerplate emails
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is there any aggregator that just makes it super easy to buy SOL or any solana token from an Ethereum wallet? it seems like a no-brainer for this to exist but I'm not aware of it. . .near.com is good for ETH-->SOL but I don't see (m)any other solana tokens there....
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Everyone wants to be contrarian until it’s actually time to be contrarian. Right now that means betting on credible neutrality and individual empowerment and resisting the urge to chase the current thing that extractors are projecting on you.
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We, Ethereum, need to grow a more mature investment community around @MetaLeX_Labs. Or around any other protocol which better achieves @lex_node's goal, which is authentically onchain capital formation from first issuance to public liquidity.
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@lex_node product is bearish ser. send all your money to ansem
if you build an actual 'dApp' or something 'web3' in 2026, the biggest obstacle you'll face is that people have seen so many of these as mere 'ideas' that never went anywhere that they just will not believe it, on some core level, even if you put it right in front of them...
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If you @ me in a reply somewhere and I don't respond, it's most likely because X barely surfaces these in notifications anymore. I don't know why.
Sometimes, I feel for @lex_node bc he's really trying to do some good in an industry of absolute fucking retards. Much respect for trying to actually do internet capital markets onchain.