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Feb 13
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WATCH
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Amir Almmani
Head of ecosystem at Mega E
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Amir highlights two specific "Mafia" apps: "Bricks" (tokenizing the Turkish Lira carry trade/EM yields) and "Hello Trade" (tokenized stocks and commodities). He emphasizes these are "net new assets" and "10x experiences" requiring real-time speed. The delay in TGE means the alpha is currently in monitoring the ecosystem. These apps represent the "stress test" for the thesis that low latency unlocks new asset classes (RWAs) rather than just faster swaps. If these apps hit the KPIs (e.g., $50k daily fees), it validates the entire chain's valuation before the token even launches. Watch the "Mega Mafia" ecosystem launch. Success here signals a buy for the eventual MegaETH token. Regulatory hurdles for tokenized stocks; failure of the apps to attract liquidity. |
Unchained (Chopping Block)
Why MegaETH Is Delaying Its Token Launch Afte...
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Feb 04
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LONG
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Kain Warwick
Founder of Infinex / Founder of Synthetix
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Warwick states Infinex is built for a "multi-chain world" where Solana is a "real thing," and mentions supporting upcoming chains like MegaETH and Monad. He notes they use "Sunrise" for liquidity provisioning on Solana. The "Super App" removes the tribalism and friction of specific chains. By abstracting gas (paying gas for the user), Infinex increases the velocity of money across *all* integrated L1s. A successful super app is bullish for the underlying infrastructure it sits on top of, as it removes the "bridging barrier" that currently keeps liquidity siloed. Long the L1 infrastructure basket. Commoditization of L1 blockspace; technical exploits in the bridging/aggregation layer. |
The Block
The case for a crypto super app in a multi-ch...
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