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

9 hours ago Tweets

Grayscale Has Positive Inflows

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

1 day 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 👇

1 day 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…

1 day 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.

1 day ago Tweets

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

Watch on Youtube: Watch/listen on Spotify:

1 day 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)

2 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

2 days ago Tweets

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

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

2 days ago Tweets

Modular vs. Monolithic Is Dead

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

2 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

2 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/

2 days ago Tweets

Pentoshi market thoughts

2 days ago Tweets

Solana reading list

2 days ago Tweets

Was the market correction led by suits?

2 days ago Tweets

Franklin Templeton on Solana

Solana: Accelerated Adoption

2 days ago Tweets

Hong Kong BTC + ETH ETFs see $292M in day one assets

2 days ago Tweets

Monet on Aave v4

quick takes on @aave v4 spec forum post linked at end of thread (1/20)

2 days ago Tweets

Replay of ZKV & Sui Spaces on Their New Consensus Protocol

We are LIVE! Join our conversation about @SuiNetwork new consensus protocol, zkLogin and more. https://twitter.com/i/spaces/1nAKEaQnpDbKL

2 days ago Tweets

BLACKROCK SEES SOVEREIGN WEALTH FUNDS, PENSIONS COMING TO #BITCOIN ETFS

❖ BLACKROCK SEES SOVEREIGN WEALTH FUNDS, PENSIONS COMING TO #BITCOIN ETFS Don't be fooled by the first break in inflows into spot bitcoin exchange-traded funds (ETFs) after 71 straight days. The current lull is likely to be followed by a new wave from a different type of investor, said Robert Mitchnick, head of digital assets for BlackRock, the world's largest asset-management company. https://www.coindesk.com/business/2024/05/02/blackrock-sees-sovereign-wealth-funds-pensions-coming-to-bitcoin-

2 days ago Tweets

ETFs See Record Outflows

What is Bitcoin? Bitcoin is a peer-to-peer, permissionless blockchain that pioneered a way to independently create, manage and validate digital […]

2 days ago Reads

Coinbase to Live Stream Earnings Call

It’s gonna be so legendary, they are doing a live YouTube on it. $COIN Coinbase Q1 2024 Earnings Call https://www.youtube.com/live/HXVVWH7qMow?si=bW1WgEuDdcQG4XKl via @YouTube

2 days ago Tweets

Aave 2030

Introducing Aave 2030

3 days ago Tweets

Aave v4 Development Governance Proposal

https://governance.aave.com/t/temp-check-aave-protocol-v4-development-proposal/17541

3 days ago Tweets

Polymer Integrates Lagrange's State Committees

Polymer 🤝 Lagrange Polymer is excited to announce it has partnered with @lagrangedev! This collaboration integrates Lagrange’s State Committees into the IBC standard as a ZK light client to enhance the speed and reliability of transactions on optimistic rollups. Blog here: https://bit.ly/3JIzCag Lagrange State Committees are @eigenlayer AVSs which attest to block finality for optimistic rollups once they are finalized on a DA layer. These attestations generate state proofs, which applicatio

3 days ago Tweets

Drift Airdrop Checker

The $DRIFT Eligibility Checker is now live! Here’s what you need to know. (🧵)

3 days ago Tweets

ISM Prices Paid Highest Level in Nearly 2yrs

US ISM Manufacturing Apr: 49.2 (est 50.0; prev 50.3) - ISM Prices Paid Apr: 60.9 (est 55.4; prev 55.8) - ISM New Orders Apr: 49.1 (est 51.0; prev 51.4) - ISM Employment Apr: 48.6 (est 48.2; prev 47.4)

3 days ago Tweets

Jito Building Restaking

SCOOP: @jito_labs is building restaking tech for the Solana ecosystem, according to sources. It's not alone: half a dozen teams are, too. @realDannyNelson reports https://trib.al/lXCwXe9

3 days ago Tweets

The End of Points?

On "Real Yield Revanchism / The End of Points" ~$8.6B in liquid alts supply has been injected into the market from token launches in the past 4 months and ~$70.5B will be unlocked in the next couple yrs. I predict the altcoin music is going to stop in a matter of weeks. Everyone will collectively wake up one day and realize that points on unlaunched tokens are worthless. Users will be desensitized towards “points” as a concept and the term will evaporate from our shared mental construct as quic

3 days ago Tweets

jupSOL Rises to #5 on Solana

.@JupiterExchange's jupSOL is now a top 5 @solana LST Their TVL has grown ~8X since launch, growing from $10M to $90M in 2 weeks, and surpassed marginfi's LST Top LSTs: 1. @jito_sol : $1.2B 2. @MarinadeFinance: $757M 3. @solblaze_org $303M 4. @sanctumso $178M (Basket of LSTs) ↘️ Quoting Tom Wan (@tomwanhh) jupSOL has already reached $10M Market Cap. They are now offering 0% fees, 100% MEV kickback, and 10.7% yield. One of the reasons for their high yields is because of the team is subsidi

3 days ago Tweets