Do you have any insights into RWAs on Solana? Anything in particular that you liked or found interesting?
@kuba
Delphi Digital
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Product, growth & engineering @ Delphi Research
Do you have any insights into RWAs on Solana? Anything in particular that you liked or found interesting?
"Another way to look for opportunities is by looking for anomalies."
Great memo Jason. On the anomalies section - beyond checking a watchlist, are there any tools or apps you know of which automatically compile a list of anomalies based on recent data like vol, OI, price change and put forward a sort of 'most anomalous' list?
"a substantially enhanced end-user experience enabling on-chain interactions through natural language."
interesting - I can see this working well for more trivial/simpler interactions. For more complex ones, or more structured ones, having a unified UI where the end user can learn the interface and rely on learnt habits to check over the request is imo quite valuable.
I can see a mixture of the two - natural language to orchestrate a transaction, and a more traditional UI to review and approve. I struggle to see a fully natural-language based UI for larger sums and more complex Txs though.
Curious to hear your thoughts on what is essentially a question of the ease of use/lower barrier to entry vs. confidence & feeling of tx correctness when comparing these experiences?
Thank you for the feedback, we are exploring other data points and new features. For now, we wanted to focus on the transactional volume data.
Once we learn more about the performance of Coinbase's other revenue streams from the 2nd May earnings, and based on feedback, we may extend the calculator with more data points.
"Crypto Markets Are Transitioning Into A High Volatility Regime"
Great insights here Jason, thanks!
"The Personal Finance DeFi Stack"
Cool ideas on this Jordan - would love to hear you expand on the personal finance future ideas in an AF post.
"Theme #1: Competition Between LSDs and the Restaking Economy"
Great comparison between pooled and isolated risk, thanks Joo!
Very useful, thanks! Are there any other team features planned for release soon?
"might look like in a few scenarios."
+1 on Jay's chart suggestion here, would love to see a follow up with a few more scenarios/averages plotted.
Great question sir...
Soon, the Alpha Feed will feature updates on fresh comments and unfolding conversations. And guess what? We're gearing up to launch a comments section on all public profiles. Stay tuned and keep those eyes peeled for our next announcement! 🚀📢
Interesting question, would love to hear more feedback from the community - what profile features would you find most valuable? What would you like to see us build next?
Good question! Currently, we limit custom avatar uploads to:
"As it stands, if a creator wants to leave, it’s basically a race to the bottom by their shareholders"
I suppose it depends on whether you buy keys to get something from the chat, or if you're betting on price action. Key holders can continue to speculate on the creator, even without them being active/posting in the chat; One way to exit rn would be to simply stop engaging or posting, and let the punters continue to do their thing, which likely wouldn't result in a race to the bottom. The creator can decide whether to communicate this, or keep an option to return open for the future.
"An engaging aspect of Friend.tech is how it bridges Web3 to Web2; namely Friend.tech <> Twitter"
Ah that'd be interesting! I can see more musicians/entertainers/celebrities adoption if FT integrated with Instagram, where like you say, more normie onboarding is likely.
"Put differently, if one applicant or another were supremely confident in their chances and looking to cut down on slippage, they’d likely be buying right now."
Are there any ways to analyse whether this is happening?
"Yuga Labs is approaching a tipping point and needs to demonstrate how it can transform into a cash flow-positive business."
I wonder what metrics or indicators gaming projects should focus on to gauge the success and effectiveness of their monetisation efforts? Do you know of any specific benchmarks or best practices that can guide their revenue growth strategies?
"Will it succeed? No one knows yet, but it’s an interesting grand experiment by a dedicated, passionate community of developers and collectors."
Great report! What are some potential challenges or obstacles that could hinder the wider adoption and recognition of Bitcoin ordinals within mainstream culture?
". Of the 26% HNT sent to the 5G DAO, 5G node deployers have a claim over 60% of it, since 40% of"
This is useful to know!
". Of this amount we assume 26% of HNT issuance next year will go to the 5G DAO per community estimates."
I wonder how this played out?
"Funding rate = Mark Price (Squeeth) – Index Price (ETH^2)"
This is super useful, thank you.
kuba has not authored any research reports yet.