Five perspectives on stablecoins - Nic Carter

At this point, stablecoins are a demonstrated success — crypto’s first killer app. The data on this front is abundant and increasingly clear. As I have argued, stables have dollarized the crypto market, and they are crypto-dollarizing a whole host of economies, particularly in emerging markets. There is an important discussion to be had about the long term prospects for native tokens like Bitcoin, Solana, or Ether in a world where almost all transactions on chain are settled in stables, but that

1 hour ago Reads

VanEck's @MarketVector launches $MEMECOIN index

1 hour ago Tweets

Crateplace Launch to Tokenize Music

We are on the verge of launching another crypto app that will take crypto twitter by storm. This app not only enables anyone to become a musician but also equips them with a new set of crypto tools to compete against the algos and network effects of social media We are currently experiencing an era where various media channels—such as audio, video, pictures, memes, and sports—are all being tokenized. Each of these mediums allows creators to now tokenize their work, enabling it to move frictio

4 hours ago Tweets

FTX Plan Summary

Quick Summary Of FTX Plan: Customers < 50k get 118% back within 60 days of plan confirmation (Q1 2025ish) - this reps 96% of the customers

16 hours ago Tweets

FTX Creditors to Receive 118% of Claims (Priced at Bear Market Lows)

FTX- 98% OF FTX CREDITORS TO RECEIVE AT LEAST 118% OF ALLOWED CLAIMS IN CASH WITHIN 60 DAYS OF EFFECTIVENESS - RTRS

17 hours ago Tweets

Introducing Arcium, the first parallelized confidential computing network.

Introducing Arcium, the first parallelized confidential computing network. Arcium empowers developers and applications, from DeFi, DePIN, AI, and beyond, to flexibly access trustless, verifiable, and performant confidential computing power, starting on @solana. 🧵👇

19 hours ago Tweets

Bitcoin might actually get a soft fork - Blockspace Media

Blockspace had boots on the ground this past week Austin, Texas for BTC++, a Bitcoin developer conference where discussion over a potential soft fork moved forwards.

1 day ago Reads

Lyra Finance Tokenized Derivative Yield

Today, Lyra is announcing tokenized derivatives yield on EigenLayer. Restakers on @swellnetworkio, @ether_fi and more will be able to earn 10-50% APY on their LRTs by utilizing a new primitive that tokenizes basis trade and covered call strategies. Let’s unpack ↓

1 day ago Tweets

Solana LST Dashboard

Overview of Solana's Liquid Staking Market (✍️/7)

1 day ago Tweets

MMT – The Good, the Bad and the Ugly – Pragmatic Capitalism

Modern Monetary Theory (MMT) is in the news a lot lately and has grown especially popular with non-economists and people who are attracted to the large government spending possibilities it promotes. MMT advocates frame the theory as a superior option to mainstream economics, but often cherry pick or misconstrue mainstream concepts while promoting their own vaguely accurate concepts.

1 day ago Reads

Where Are We In The Cycle?

And is this time really different?

1 day ago Reads

Fairblock Launches FairyCoW on CoWSwap

Announcing FairyCoW Swap, an auxiliary application for @CoWSwap that improves onchain trading experiences by protecting against pre-execution order leakage and increasing capital efficiency without reliance on centralized parties🔐 https://medium.com/@Fair_Block/announcing-fairycow-encrypted-orders-for-cow-swap-2a5ae0bd0785

2 days ago Tweets

Hong Kong ETF Flows Dashboard

In our view, the launch of the Bitcoin and Ethereum ETFs in Hong Kong, is a far less significant moment that the US ETFs. However, due to a number of requests, we have launched an HK ETF Flow dashboard https://farside.co.uk/?p=1508

2 days ago Tweets

Mysticeti: introducing next generation speed | Dmitri Perelman at Sui Basecamp 2024

At Sui Basecamp 2024, Dmitri Perelman, Head of Engineering at Mysten Labs reveals Mysticeti, a new consensus protocol that is faster, cheaper, more efficient...

2 days ago Media

Flare Network

The AI market is expected to grow ~5x over the next three years. This makes the need for data one of the most valuable commodities in the crypto space. There's a project facilitating the expansion of secure and decentralized data sources. A 🧵

2 days ago Tweets

Friend Tech Dune

Friend Tech Ultimate Analytics

3 days ago Reads

Vitalik - Exploring Fully Homomorphic Encryption

Fully homomorphic encryption has for a long time been considered one of the holy grails of cryptography. The promise of fully homomorphic encryption (FHE) is powerful: it is a type of encryption that allows a third party to perform computations on encrypted data, and get an encrypted result that they can hand back to whoever has the decryption key for the original data, without the third party being able to decrypt the data or the result themselves.

3 days ago Reads

Sui's Mysticeti on Testnet

@SuiNetwork Consensus 2.0 (Mysticeti) is live in Public testnet and will reduce e2e latency ~64%. Half a second for consensus txns.

3 days ago Tweets

The Untapped Opportunity for Liquid Funds

Liquid crypto is probably the single biggest untapped investable segment for crypto funds and represents a huge opportunity that will almost certainly get no inflows couple thoughts why and how it feeds into VC outsizing and general animosity from wider market

4 days ago Tweets

Grayscale Has Positive Inflows

[Tree] Grayscale (GBTC) Daily BTC Flows: +63.1m

4 days ago Tweets

Blast Gold to Tokens & NFTs

Introducing the Blast Jackpot — a new way for Blast token and NFT holders to earn Gold. All Blast token and NFT holders are eligible to win the 1,000,000 Gold Jackpot! Learn how 👇

4 days ago Tweets

Intents Newsletter: Volume 1

Introduction Welcome to the first edition of the Intents Newsletter brought to you by some of the folks building Anoma. You may be thinking, “really, another newsletter? I can’t even catch up with my reading list as i&hellip;

5 days ago Reads

Kain on capital formation incentives in crypto

It’s been a while since I’ve put my theadoooooor hat on, so let’s have a little chat about capital formation incentives in crypto.

5 days ago Tweets

Hivemind Pod - EIGEN, Are VCs Evil, and Is It All Over?

Watch on Youtube: Watch/listen on Spotify:

5 days ago Reads

EigenLayer AVS Dashboard

Just dropped: Our @eigenlayer AVS Watch is LIVE on @DuneAnalytics! 🚀 Get your geek on with the coolest metrics around—Performance, Economic, and Security, all in one place!✨ Check it out: https://dune.com/hahahash/avs (v0.1.0)

5 days ago Tweets

A Review of EIGEN

Let's look at EIGEN, how it works, how we got here and what's next to discuss. Before the news on EIGEN, I had a feeling something was missing in EigenLayer. The stated goal was to provide decentralized trust for all sorts of actively validated services. How? Via programmable staking: - you get the right to validate the AVS staking an asset (in this case, staked ETH, hence restaking) - you accept slashing conditions enforced via smart contracts on Ethereum. But again, an AVS can be pretty

5 days ago Tweets

Mirror + Paragraph team up to launch Kiosk, a new Farcaster client

Introducing Kiosk, a new Farcaster client where social meets onchain.

5 days ago Tweets

Modular vs. Monolithic Is Dead

Why horizontal vs. vertical scaling is the better framework for Ethereum scalability

5 days ago Reads

Delphi Pro - Prove It: Shared Provers, Proof Aggregation & Prover Marketplaces

Zero knowledge proofs are a powerful way to scale applications. Everything can be zk’d, including rollups, bridges, and VMs. However, generating these proofs can be slow, computationally intense and expensive, particularly on Ethereum. This can limit the deployment of innovative applications due to high proving times and gas costs. Zk rollups, which use provers for zk proofs, are a solution but can be resource-heavy. Due to these resource requirements they are usually centralized, which comes

5 days ago Reads

Wasabi Ends Coinjoin Services

After years of relentless dedication to improve Bitcoin’s privacy, zkSNACKs, the company pioneering the development of Wasabi Wallet, is shutting down its coinjoin coordination service, effective June 1st, 2024. Blog post announcement link: https://blog.wasabiwallet.io/zksnacks-is-discontinuing-its-coinjoin-coordination-service-1st-of-june/

5 days ago Tweets