RYAN SEAN ADAMS (@RyanSAdams)

AI is a mech suit for knowledge work.

i can't believe there's knowledge workers still running around on the battlefield in their meat suits against literal mechs.

They're not going to make it.

RYAN SEAN ADAMS @RyanSAdams Aug 27

Mike and the TDR are criminally underfollowed.

RYAN SEAN ADAMS @RyanSAdams Jun 24

Number 1 rule in crypto:

Don't fade the cycle

The DeFi Report Verified account @the_defi_report Jun 24

NEW REPORT: Why does bitcoin:native continue to track the 4-Year Cycle?

Bitcoin’s 4-year cycle may look arbitrary, but the data tells a deeper story. @JustDeauIt and @RyanSAdams break down how leverage, credit, stablecoins, DeFi loans, miners, and Strategy drive crypto’s recurring booms and busts, and whether one final domino still needs to fall.

[TIMESTAMPS]

0:00 Intro
5:21 Bitcoin’s Capital Base
15:00 Leverage Drives the Premium
20:07 Stablecoins and VC Flow
23:08 On-Chain Loan Cycles
26:08 Perps and Treasury Leverage
32:14 Deleveraging and Hidden Risks
34:29 Miner Capitulation
37:12 Why Four Years?
40:08 ETH and Solana Positioning

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RYAN SEAN ADAMS @RyanSAdams Jun 12

We took the fight to the podcast.

Full 20 min debate on the Ethereum not ETH fallacy.

Still friends.😉

17:25

RYAN SEAN ADAMS Verified account @RyanSAdams Jun 4

The Ethereum not ETH stuff is the mental fallacy that triggered me into writing and podcasting in the first place.

There is no strong Ethereum without an ETH worth trillions. Without ETH as a global store of value, Ethereum is a failed project. Full stop.

ETH is economic bandwidth for DeFi. It is the only asset maximized for CROPs, fail at high value ETH, fail at CROPs, fail at Ethereum.

Saying you’re bullish Ethereum not ETH is like saying you’re bullish America not the American economy. They are one and the same - economic engines.

Better to admit Ethereum is a failed project than “Ethereum not ETH”.

So spew that weak blockchain not crypto stuff out of your mouth, it doesn’t make sense for BTC, ZEC, ETH, or any truly crypto native project.
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RYAN SEAN ADAMS @RyanSAdams Jun 12

Would you be saying this if ETH was $10K?

@TrustlessState and i squared off on Ethereum for 30 mins yesterday.

I think i'm getting to him.

0:29

Bankless Verified account @Bankless Jun 12

WEEKLY ROLLUP: The Bottom Signal Everyone Is Watching

bitcoin:native is back at Biden-era prices, ETFs are bleeding, and Saylor just did the thing he said never to do: sell. @RyanSAdams and @TrustlessState unpack whether crypto has one more drop left, what trillion-dollar IPOs reveal about broken capital markets, and why their ETH debate may be the real fight for Ethereum’s future.

[TIMESTAMPS]

0:00 Intro

3:07 Markets
- @aggrnews
- @WatcherGuru
- @zoomerfied
- @KobeissiLetter

30:11 IPO Season

36:29 Bankless Guys Are Fighting
- @steweycrypto
- @RyanSAdams
- @TrustlessState
- @Tommyb631

55:39 @Morpho Flips @aave
- @0xLouisT

58:04 ZEC Vulnerability & Jason Calacanis’ Crypto-to-AI Tweet
- @Jason

1:02:55 Hester Peirce Almost Out
- @hesterpeirce

1:06:03 World Cup Starts

1:07:26 Closing & Disclaimers

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RYAN SEAN ADAMS

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