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ceteris
@ceteris
Delphi Digital
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infra focused research
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https://x.com/SolanaFloor/status/2039772065054838969?s=20 exposure tracker for other solana protocols
an update from P0: https://x.com/macbrennan_cc/status/2039693451193704891
what's the most interesting pm to you outside of kalshi and polymarket?
*don't have a token yet
- just realized the onchain buy was just $1m. seems more like a signalling thing than anything
- ford trading ~3b marketcap with $1.6b sol = ~1.875 mNAV
disclosure: i own jto
the pre launch momentum is over but mainnet is probably coming soon i imagine. hard to really say until full product goes live.
i need to meet these 8% or more guys
sbet is down 8-20% during this period
https://x.com/ceterispar1bus/status/1956811108872024396
good read on a potential app specific sequencing design for solana. one of the main reasons for launching appchains is to control own sequencing - possible with multiplke concurrent proposers and simply ordering by priority fee you can do it on the l1.
oh, yeah i think this mostly relates to storage and compression. instead of storing metadata onchain it's offchain in aura and then served onchain on demand. this is how cNFTs are able to be so cheap for example. I think of it more as storage than DA.
yes they do, pump has been a big driver of metaplex's fungible token standard
"How would you paraphrase the Metaplex Programme Library (MPL) in the context of AURA and SVMs? Struggling to conceptualise this."
I think it's just easy for these new SVM chains to use something that's worked well on Solana? Creating new infra is hard and easier to just plug & play metaplex. https://x.com/chelms34/status/1867248257442992160
jto vault opens today, ezsol & kysol are liquid/tradeable with fragsol soon. imagine sol vaults will open again soon.
good q, it actually deploys right to uni v3 with no bonding curve, a side effect is that clanker volumes are overstated b/c it's comparing pump's bonding curve volume to clanker's total volume. a fair comparison would be to include pump raydium volume in metrics.
https://warpcast.com/dalechyn.eth/0x530c8370
https://x.com/jchervinsky/status/1785373696862924997 this is a good thread.
"Enter non-transferability. In general, the securities laws only apply to assets that can be bought or sold. That's sort of the point: to protect investors who seek profit from the purchase and sale of assets that go up or down in value. In particular, the Howey test only applies to transactions (not assets), and only where the investor has a reasonable expectation of profit.
Thus, making an asset non-transferable creates a strong argument that the securities laws don't apply. If token holders can’t transact, then they can’t profit (barring some other mechanism like a right to income or dividends, which is rare in crypto), and so they shouldn’t need the protections of the securities laws. In theory, the SEC could still argue that a non-transferable asset is a security, but that would be a particularly silly view as a matter of policy, so even risk-averse lawyers are generally comfortable with non-transferable tokens."
Report snippet
"Ajna-like"
https://members.delphidigital.io/reports/how-oracle-less-primitives-are-rearchitecting-defi we did one a month ago