Payy is the best crypto payment app and it's not even close: - fully private - onramp with Apple Pay - ridiculously smooth UX - ...and now a physical card 🔥 All with Celestia underneath

What's Celestia by the way?

Celestia is an index on crypto adoption In the early 2000's if you were bullish on internet adoption but had no way of knowing which web apps would win, one of the best ways to express that thesis would have been to buy cloud platforms which provide the raw computing resources for businesses to host web apps. This would have given you index-like exposure to the overall growth of the internet and its applications. Picks n shovels. And this would be lower risk than investing in apps directly since apps come and go, but every app needs infrastructure to operate. Most of all it would have been very lucrative trade as the top 3 cloud platforms now total over $3T in market cap. Fast forward to the 2020's and crypto adoption appears poised to enter an exponential phase. Regulatory clarity, institutional adoption, mature infrastructure, and improved UX all point towards dramatic growth for blockchain apps in the near future. But how can you express this thesis? In my opinion the answer is similar to what it was in the 2000's -- you want to own the providers of the raw computing resources that power crypto apps. In other words, you want to own decentralized compute providers like Celestia. As crypto adoption spikes, so too will the total demand transact onchain. All those transactions have to land on someone's blockspace and so the total demand for blockspace/decentralized compute will go vertical. There aren't many L1s positioned for this level of growth in blockspace demand, but Celestia is. Celestia's explicit goal is to scale blockspace production as much as possible to meet the future demand we believe is inevitably coming. So if you're bullish on crypto adoption, you ought to be bullish on Celestia. If you're not bullish on crypto adoption, well then why are you here?

Blockspace is the web3 equivalent of bandwidth Celestia is in the business of dramatically scaling blockspace to bring crypto into the fiber era

The single sequencer rollup on decentralized DA barbell We're in the early innings of an extremely powerful new design paradigm for crypto apps One that gives builders the benefits of being onchain like verifiability and immutability with the benefits of web2 UX and fullstack control. Teams like @hibachi_xyz @rise_chain and @bulletxyz_ (not on Celestia) are among the first to take advantage of this to achieve extremely low latency and key features like custom tx ordering but they will certainly not be the last. Centralized app UX and DevX on decentralized rails is OP You have been warned

Plume is accelerating RWAfi with Celestia underneath (and eating up our blockspace)

Alpen as a leading Bitcoin L2 is about to radically expand the utility of BTC from pet rock/SoV to the heart of a fully functioning alternative financial system And if they're successful, they're gonna need a lot of DA 😎

The only longterm sustainable source of REV for L1s is DA Anyone who thinks otherwise is fooling themselves Please @ me

Celestia had two big protocol announcements last week Lotus upgrade went live reducing issuance, locking staking rewards and enabling TIA bridging via hyperlane Core devs published a Lazybridging demo, the first version of Celestia's native interop stack Shiplestia 🚢

LLMs are trained to imitate patterns of language, not to discover or verify truth. So, when asked to speak as an expert in an area where perceived experts have a widespread misconception, the LLM will parrot that misconception, adopting the register and vocabulary of experts.