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Lens Throwing Up Numbers

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Lens Protocol, the Polygon (and soon zkSync) web3 social media platform, has been throwing up impressive numbers lately. Although smaller in...

Sybil Detection Methodology

1/ LayerZero Sybil Detector

The @LayerZero_Labs Foundation selected @chaos_labs and @nansen_ai to lead protocol usage analysis and Sybil detection.

Below, we provide our analysis principles, methodology, and heuristics, showing our commitment to transparency, integrity 🧵

14 hours ago Tweets

Sybil Detection Methodology

Yesterday

FocusTree

Time is the most valuable resource in the world, and yet most people allocate time they should be spending focusing to wasting on their phon...

Ceding The Battleground

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I wanted to highlight this tweet from Eric.eth because I think he is on to something. For a large part, Ethereum mindshare has slipped from ...

Tinydancer SPV Client Live on Testnet

Excited to announce that our Simplified Payment Verification (SPV) client is live on @solana Testnet! 💃🤏

Here’s our incredible journey after 5 iterations, challenges and demo 🧵

20 hours ago Tweets

Tinydancer SPV Client Live on Testnet

ZkSync Airdrop End of June

zkSync firmly stands by its commitment to decentralize.

Since rolling out support for EIP4844 in March, this has been the sole focus. The upcoming release of v24 is the final planned protocol upgrade needed before handing over network governance to the community. The remaining missing pieces are expected to be in place by the end of June.

Decentralization is a big, irreversible step that requires utmost attention to detail at the intersection of complex technological and legal frameworks. In a...

20 hours ago Tweets

ZkSync Airdrop End of June

Vitalik - improving the Ethereum network's permissionlessness and decentralization

I am sitting here writing this on the final day of an Ethereum developer interop in Kenya, where we made a large amount of progress implementing and ironing out technical details of important upcoming Ethereum improvements, most notably PeerDAS, the Verkle tree transition and decentralized approaches to storing history in the context of EIP 4444. From my own perspective, it feels like the pace of Ethereum development, and our capacity to ship large and important features that meaningfully improv...

23 hours ago Reads

Vitalik - improving the Ethereum network's permissionlessness and decentralization

Jito Core Dev on StakeNet

1/ StakeNet is coming! But the journey hasn't been easy.

We asked @evanbat_ from @jito_labs to shed some light on the challenges he encountered while building the innovative project that is StakeNet.

23 hours ago Tweets

Jito Core Dev on StakeNet

STON.fi, Leading DEX in TON Ecosystem, Secures Funding from CoinFund

/PRNewswire/ -- Today, STON.fi, a leading decentralized automated market maker exchange (AMM DEX) built on the TON blockchain, announces an undisclosed round...

1 day ago Tweets

STON.fi, Leading DEX in TON Ecosystem, Secures Funding from CoinFund

Recent OTC Prices

Recent OTC prices (in FDV):
Pre-launch:
$EIGEN @eigenlayer 6B (blocked)
$BLAST @Blast_L2 2.5B
@gensynai 1B (blocked)
$ZRO @LayerZero_Labs 3B
@babylon_chain 500M (blocked AFAIK)
$IO @ionet 1B (blocked)
$BERA @berachain 2B (blocked)
$SCR @Scroll_ZKP 1.7B
$ZKS @zksync 3B (blocked)
$ALEO @AleoHQ 1B (blocked)
Locked:
$TIA @CelestiaOrg 5B
$ENA @ethena_labs 2B
$W @wormhole 1.5B
$WLD @worldcoin 10B
$SEI @SeiNetwork 1.5B
$MANTA @MantaNetwork 650M
$REZ Renzo Protocol 300M (blocked AFAIK)
$JTO @jito_sol <...

1 day ago Tweets

Recent OTC Prices

Binance Research - Low Float & High FDV: How Did We Get Here?

The prevalence of tokens with high valuations and low initial circulating supply has been a topic of discussion among the crypto community in recent months. This stems from concerns that such a market structure leaves little sustainable upside for traders when the TGE happens.

1 day ago Reads

Binance Research - Low Float & High FDV: How Did We Get Here?

Blackbird

Blackbird is a loyalty-based application for restaurants built on Base. They raised $24M from Amex, a16z, and others in October 23. The co...

16th May 2024

pump.fun post-mortem

http://pump.fun coin migration issue post-mortem

TL;DR:

1. the http://pump.fun contracts are safe. they have always been safe
2. a former employee used their privileged position at the company to misappropriate ~12.3K SOL (~$1.9m)
3. http://pump.fun is back live. you can launch new coins and trade any coin that did not reach 100% between 15:21-17:00 UTC
4. to make users whole, any coin that reached 100% between 15:21-17:00 UTC will go live on raydium with >= 100% of the liquidity that it previ...

1 day ago Tweets

pump.fun post-mortem

Kraken - What is the Bitcoin Runes protocol, exactly?

Expanding Bitcoin's potential beyond storing value

1 day ago Reads

Kraken - What is the Bitcoin Runes protocol, exactly?

Delphi Pro - The Dawn of Bitcoin Programmability: Paving the Way for Rollups

Bitcoin's scripting system is inherently limited in its programmability. Consequently, bridges to Bitcoin rely on multisigs and federation control, introducing trust. This has constrained Bitcoin's utility. Recent advancements are enhancing programmability on Bitcoin. BitVM, its successors, and CatVM are enabling the verification of off-chain programs on Bitcoin through fraud proofs. This improves the current state of bridging on Bitcoin, minimizing the reliance on trusted multisig setups and f...

1 day ago Reads

Delphi Pro - The Dawn of Bitcoin Programmability: Paving the Way for Rollups

Quilibrium: A New Way to Internet Freedom and Privacy

Executive Summary Quilibrium is a new kind of L1, an internet protocol that brings the best of cloud services with top-notch privacy and sca...

SAB 121 Repealed in Senate, Moves to Biden

1/ Today, the Senate voted, in overwhelmingly bipartisan fashion, to #repealSAB121, an anti-innovation accounting bulletin which was improperly issued by the SEC in 2022.

1 day ago Tweets

SAB 121 Repealed in Senate, Moves to Biden

15th May 2024

Blast Airdrop June 26

The Blast airdrop is launching June 26.

We know this is past our initial estimate of May and we’re sorry for the delay. The airdrop allocation will be increased to account for this.

There will be two final Dapp Gold distributions before the airdrop.

2 days ago Tweets

Blast Airdrop June 26

Delphi Creative - Superchain and the Monolithic Experience

As an ecosystem of chains, Superchain has the responsibility of satisfying not just the users who are looking for an ecosystem of dApps, but also the dApp

2 days ago Reads

Delphi Creative - Superchain and the Monolithic Experience

DOJ Indicts "low carb crusader" for MEV-Boost Exploit

wild, this was for the exploit of the mev-boost relay

Quoting db (@tier10k)

DOJ INDICTS BROTHERS FOR MEV-RELATED WIRE FRAUD IN 'FIRST-OF-ITS-KIND CASE'

Source: DB

2 days ago Tweets

DOJ Indicts "low carb crusader" for MEV-Boost Exploit

NH State Rep on BTC ETFs

3 days ago Tweets

NH State Rep on BTC ETFs

Rated Launches Solana Support

Global network effectiveness, vote latency, client and geo diversity for Solana.

3 days ago Reads

Rated Launches Solana Support

CPI Comes in Cool

❖ U.S CPI (MOM) (APR) ACTUAL: 0.3% VS 0.4% PREVIOUS; EST 0.4%

❖ U.S CPI (YOY) (APR) ACTUAL: 3.4% VS 3.5% PREVIOUS; EST 3.4%

❖ U.S CORE CPI (MOM) (APR) ACTUAL: 0.3% VS 0.4% PREVIOUS; EST 0.3%

❖ U.S CORE CPI (YOY) (APR) ACTUAL: 3.6% VS 3.8% PREVIOUS; EST 3.6%

3 days ago Tweets

CPI Comes in Cool

14th May 2024

SCOOP: Lido's co-founders and @Paradigm secretly funded a restaking startup that will compete with @

SCOOP: Lido's co-founders and @Paradigm secretly funded a restaking startup that will compete with @EigenLayer.

@skesslr reports
https://trib.al/gzDV0la

3 days ago Tweets

SCOOP: Lido's co-founders and @Paradigm secretly funded a restaking startup that will compete with @

Liquity v2 whitepaper

It’s time for the next evolution of CDPs.

@LiquityProtocol v2 Whitepaper is out (link at the end of the 🧵)

Keeping the decentralization ethos & adding:

• User-set interest rates
• LSTs as collateral
• Better capital efficiency
• Protocol Incentivized Liquidity (PIL)

👇

3 days ago Tweets

Liquity v2 whitepaper

Initia Testnet Launch

Initia is a network for interwoven rollups. They are building a unified chain that seeks to allow modular networks built on top of Initia t...

World PvP fixes front end

3 days ago Tweets

World PvP fixes front end

Sam Altman on GPT-4o

3 days ago Reads

Sam Altman on GPT-4o

An Alt Reversal?

Crypto markets have hit some headwinds lately, with many alts and memes getting murdered, while BTC ranges between 60K and 70K. Whether it&#...

Polymarket Raises $70M Before Election

Excited to share that @Polymarket has raised $70m:

A $45m Series B led by Founders Fund and insiders 1confirmation and ParaFi + @VitalikButerin, & Dragonfly

And a $25m Series A led by General Catalyst + Polychain, @jgebbia, & more

🔮🧵

3 days ago Tweets

Polymarket Raises $70M Before Election

Wisconsin State Pension Buys BTC ETF

Wow, a state pension bought $IBIT in first quarter. Normally you don't get these big fish institutions in the 13Fs for a year or so (when the ETF gets more liquidity) but as we've seen these are no ordinary launches. Good sign, expect more, as institutions tend to move in herds

Quoting Bitcoin Magazine (@BitcoinMagazine)

JUST IN: 🇺🇸 State of Wisconsin Investment Board discloses it holds almost $100 million of BlackRock's spot #Bitcoin ETF.

4 days ago Tweets

Wisconsin State Pension Buys BTC ETF

PVP v. PVE

The cyclical nature of crypto markets can distort the average TradFi individual. After all, Bitcoin volatility is typically 2-3x that of the...

13th May 2024

Agents Will Drive The Next Wave Of Crypto Adoption

Crypto agents are here already and they will get more and more advanced until we use them to run our financial lives I wrote an op-ed on AI...

Sector Performances YTD

I whipped up an old file I made in 2020-2021 which broke down returns by different sectors. Obviously a lot has changed, but I thought it wo...