Kevin Mills (@__kfm_

Kevin Mills

906 posts

Kevin Mills

@__kfm__

Building Sierra.Money | @MIT | @Princeton | Formerly @USDC, Founding Partner - Triton Liquid | whatisethereumworth.com Nothing I say is financial advice

Joined February 2011

Kevin Mills
@__kfm__
May 21, 2025
If Aave were a US commercial bank, it would almost be top 50 in terms of assets. Just ahead of Deutsche Bank and about to catch Raymond James and Barclays. Wild.
32K
Kevin Mills
@__kfm__
Apr 21, 2025
This is exactly the problem. Zora launching a token - and simultaneously claiming it is just 'for fun' and does not confer any rights or claims on flows, but then allocating 'just for fun money' to its treasury and investors. What does that mean? They are willingly letting
Kevin Mills
@__kfm__
Apr 18, 2025
Some Random Friday Ramblings It seems like everyone is consistently talking past each other about this, and IMO, is where all the negativity and mudslinging comes from. Nobody asked me for my opinion, but oh well, a few cups of Timmy's will get a guy writing. By now, the whole
41K
Kevin Mills
@__kfm__
Dec 11, 2024
Why has ETH price been anemic relative to the rest of the market? The story, the value accrual, and the competitive dynamics make it tough to justify at $450B when the opportunity cost is so high with other investment opportunities. Is ETH valuable? ABSOLUTELY, but...
47K
Kevin Mills
@__kfm__
Apr 18, 2025
Some Random Friday Ramblings It seems like everyone is consistently talking past each other about this, and IMO, is where all the negativity and mudslinging comes from. Nobody asked me for my opinion, but oh well, a few cups of Timmy's will get a guy writing. By now, the whole
24K
Kevin Mills
@__kfm__
Apr 2, 2025
See a lot of people arguing this isn't the case, but @krugermacro has this right. Tariffs are in essence a consumption tax (no matter what portion gets passed through, SOME does), and disproportionately impacts highest propensity to consume population (i.e. the working class).
Alex Krüger
@krugermacro
Apr 2, 2025
Yes. Tariffs are a tax on the working class.
14K
Kevin Mills
@__kfm__
May 14, 2025
The thing that is super interesting is there are many high quality low-cap projects out there where most liquid funds are simply too big to take positions in *easily, but with plenty of liquidity for retail/smaller investors to get in. They don't flood your timeline so frequently
8.7K
Kevin Mills
@__kfm__
Jun 18, 2025
Any team that wants to be seen as legitimate needs to pay attention to this
Blockworks
@Blockworks
Jun 18, 2025
0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that. Introducing the Token Transparency Framework, a new standard for leveling the playing field.
1.8K
Kevin Mills
@__kfm__
Dec 11, 2024
Replying to @__kfm__
We go deeper here:
What is Ethereum Worth?
From whatisethereumworth.com
7.2K
Kevin Mills
@__kfm__
Apr 10, 2025
suggests to me that's not a metric that drives value to ETH
Token Terminal 📊
@tokenterminal
Apr 10, 2025
4K
Kevin Mills
@__kfm__
Jul 10, 2025
👀 Few large sellers look to be done, imagine it's about time for some of this buy pressure to start hitting the market. Look forward to a strong July, esp. if the Bonk vs Pump fight keeps heating up
Metaplex
@metaplex
Jul 9, 2025
Replying to @metaplex
4/ Protocol fees reached ~$1.7M (11,124 SOL) in June. ~$1.1M (6,740 SOL) was used to buy back 8.6M $MPLX (~1% of total supply) for the Metaplex DAO, the second-largest buyback to date in terms of $MPLX purchased.
2K
Kevin Mills
@__kfm__
Apr 24, 2025
My guess is that many do not understand how essential @reginatto was to USDC in its development and growth from millions to 10s-of-billions. Very excited to see where M0 goes from here (no exposure, just a stablecoin fan)
Joao Reginatto
@reginatto
Apr 24, 2025
In life you can do things. And you can do things well. I am convinced that if stablecoins are going to be the new backbone of fintech, then they need to be open and federated models. At M0 we're not just happy with doing, we are going to do it fucking well. Welcome aboard
1.8K
Kevin Mills
@__kfm__
May 13, 2025
Replying to @AustinBarack
Roadmap becoming clear here eh? CB wraps/custodies every non-ERC to make them available on Base. All of a sudden, not really much reason for most users to trade on any other chain. Then add in FX (USDC, EURC...) AERO positioned to be a massive beneficiary of that
270
Kevin Mills
@__kfm__
Feb 27, 2025
Interesting convo, and don't have exposure, but from the outside looking in here: TIA definitely still a venture bet. The thinking is: if the future state (years away) turns out to be modular and the highest throughput chains need DA that can support them (ETH cannot), then who
Jon Charbonneau 🇺🇸
@jon_charb
Feb 27, 2025
Hey do you remember that time when the ETH maxis dismissed Solana as a “VC narrative” the whole way while SOL ran from $8 to $300 & passed Ethereum on usage, rather than acknowledge Solana has any technical merit or Ethereum has any problems Surely they wouldn’t do that again
3.6K
Kevin Mills
@__kfm__
May 16, 2025
$3M run rate, 10% yield to stakers + 40% rev buyback, $1.6B lifetime volume, steady growth in use, unique product in the market. $13M FDV. Seems mispriced. 🧙‍♂️
3K