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.

https://warpcast.com/proxystudio.eth/0xa01e9beb

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."

https://members.delphidigital.io/reports/how-oracle-less-primitives-are-rearchitecting-defi we did one a month ago

https://x.com/eigen_da/status/1778485779976892758 some new avs' popped up quick. curious to see if the LRTs just do them all or start to differentiate.

arbitrum had their own upgrade to reduce fees a few days after dencun, it's a lot cheaper now.
https://dune.com/21co/dencun-upgrade

https://twitter.com/getcode

bald man gets paid

https://x.com/vibhu/status/1770223481910874148 definitely sounds like DRiP is going to launch an L2

i don't know much about megaeth but i am intrigued by it. taiko idk if it is scaling evm at all or just becoming based? eclipse has the best shot at being scalable rollup near-term imo.

no, i think it misunderstands all the reasons why people use solana:  https://x.com/ceterispar1bus/status/1768244638622872043.

could see some memecoins speculation pick up on chains like base

solana still can't handle everything, especially if you're an app like drip or grass that needs hundreds of thousands tps

https://x.com/bertcmiller/status/1768229920268791941 this is also a useful thread on block builder economics and how blobs fit in

so far only a few rollups have upgraded but arbitrum plans to do so today. you can track which rollups are using blobs here: https://l2beat.com/scaling/data-availability

it'll take a few days to get a better picture but i'll have a new post on this next week, and we'll talk about it more on office hours (wed @ 12pm edt).

honestly i just outsource my entire thinking on this to the etf experts, there is no point in me wasting another minute on other theories, especially from eth maxis. the etf guys consider every angle when they come up with that 35%.