Jay Yu 🐟
@0xfishylosopher
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🎣 president @stanfordcrypto | 📖 words worlds wittgenstein @StanfordPHIL
Stanford, CA
Joined May 2022
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1/ Mass adoption for NFTs may be far closer than you think.
I spent 3 months studying abroad in Paris, researching Product NFTs, digital luxury, and attending
@nft_paris
Here's my thesis on Luxury in Web3 - or when watches become NFTs
[TLDR in Thread]
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1/ We're teaching
@Uniswap
fee switch design as Stanford course curriculum.
On Friday, I had the privilege of lecturing on Uniswap Governance for Stanford's "CS 352B/LAW 1078: Blockchain Governance", looking at UNI delegation, the Wormhole Controversy, and the Fee Switch.
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As Stanford Blockchain Week is just around the corner, check out
@StanfordCrypto
's official list of all the side events during the week 👀
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I’ve been sitting at “The Lost Draft”, a coffee shop in Brooklyn for the past hour - every third customer here is using
@blackbird_xyz
Insanely bullish.
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Honored to serve as VP for SBC ‘23-24 🫡🫡
Announcing our new club leadership for '23-24 🎉
President: Sophie Fujiwara
@sophfuji
Vice President: Jay Yu
@0xfishylosopher
Financial Officer: Bridget Harris
@bridge__harris
Many thanks to our leadership for '22-23 🫡
@mathikshara
,
@0xkydo
,
@philipp_reineke
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Just dropped “The Ideology of Web 3”, this week’s article for “Fishy On-Chain.” It’s a sister article to last week, and talks about Web 3 “vertically” through three ideological pillars: trustlessness, permanence, voluntariness.
Happy Fishy Friday! 🐟
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The only thing that would make
@0xkatz
’s talk at
@StanfordCrypto
BASS more perfect would be if this was in comic sans
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wagmi 🫡🫡
gm! Announcing our new club leadership for '24-25 🎉
President: Jay Yu
@0xfishylosopher
VP - Research: Kole Lee
@kolelee_
VP - Finance: Austin Bennett
@AustinB31415
VP - Community: Kevin Hsu
@kevinhsu1008
Excited for the new year! 🚀🚀🚀
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Stanford’s blockchain class CS251 enrollment, 2022 vs. 2023 😶🌫️
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1/ People often say that in Web 3, everyone can create their own currency. That’s true, but here’s the catch: not everyone can create their own liquidity.
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2/ Over the past 8 weeks, this hybrid CS/LAW class has covered a variety of Blockchain Governance topics from both a theoretical and practical perspective, including delegation, quadratic voting, wrapped/unwrapped DAOs
Syllabus:
CS 352B/LAW 1078: Blockchain Governance
CS 352B/LAW 1078: Blockchain Governance
www.scs.stanford.edu
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“If it weren’t for Bitcoin I don’t think any of us would be here” —
@LoganJastremski
@udiWertheimer
@Lsquaredleland
@DistRiggs
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Another one in the books 👌🚀
NYC 🔜
We had a blast hosting BASSLite at ETHCC last Tuesday w/
@HemeraProtocol
🚀
Thanks to everyone that joined us in Brussels, s/o to our amazing speakers:
@hkalodner
,
@OffchainLabs
Oren Katz
@StarkWareLtd
@calilyliu
,
@SolanaFndn
@P3b7_
,
@Ledger
@PrimordialAA
,
@LayerZero_Labs
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3/ I presented Uniswap as an example of "DAO Delegation in Practice," and described our role as Stanford Blockchain Club in this process.
This began with a discussion of Uniswap's overall DAO Governance Process.
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It was my pleasure and honor to interview
@cdixon
of
@a16zcrypto
(and fellow PHIL major) on his new book “Read Write Own” - one of the most consequential books presenting the crypto story. Check it out here!
As a bonus, I was able to find out who his fav philosophers were 👀
📖 Stanford Blockchain Review, Vol. 4 No. 5
#35
- "Read Write Own" by
@cdixon
of
@a16zcrypto
. We at Stanford Blockchain Club are honored to invite Chris Dixon for an article and an interview on his new book Read Write Own
Article:
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Many thanks to
@eek637
,
@getty_hill
,
@abdullahbumar
and others for our conversations in preparation for this class ❤️
Here are the slides:
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As we vote on DeFi Education and Uniswap Fee Switch proposals this week, I'm proud to say that
@StanfordCrypto
is pioneering the way in bridging together industry and academia.
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Like a dream come true - thanks everyone for making this happen 🌲❤️
🌲 gm + Happy ETHDenver! The SBC's Stanford Blockchain Review has just started publishing Volume 1! 🎉
Many thanks to authors
@0xfishylosopher
,
@0xbobateas
,
@avichal
,
@MariaShen
,
@danielmarinq
– more to come,
please support + subscribe 👀 ✅
TLDR 🧵👇
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What is Privacy in Web3?
1/ This is probably the biggest open q in Web3. My personal thoughts are that we need to split this into 3 conceptions:
1. Network Level Privacy
2. Protocol Level Privacy
3. User Level Privacy
TLDR in 🧵
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Had a blast chatting jamming with
@StaniKulechov
on the future of
@LensProtocol
and on-chain social graphs!
Watch our full interview here:
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4/ We then walked through several key votes and proposals, such as Prop 24, which created the Uniswap Foundation
@UniswapFND
and discussed the Foundation's role as a facilitator in governance
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1/ NFTs may be going through a bear market right now, but in the long-run this allows NFTs to be tied to social value rather than speculations.
For NFTs, this not the end; no, it is not even the beginning of the end; but it may be the end of the beginning.
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Gm! Starting “Fishy On-Chain,” a long-form blog talking about the technological + philosophical implications of Web 3 side by side. Frenz plz support :)
TLDR in thread, WAGMI 🧵
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Congrats Daniel!
It’s been an absolute pleasure seeing how Nexus has evolved over time - I’m always amazed by the technical mastery and genius behind Nexus VM :)
To many great things and many more SF dim sum runs in the future 🚀
The future of the Internet is verifiable.
We are beyond excited to partner with industry giants
@ravi_lsvp
,
@veradittakit
,
@lstephanian
,
@hosseeb
to scale zero-knowledge proofs to unseen levels of compute power.
It's an honor to work with such a dream team
@JensGroth16
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🛠 The Ultimate Narrative of Multi-Dip Staking
1/ As the Shanghai upgrade draws near, I took a deep dive into the coalescing narratives around liquid staking, the Shanghai Upgrade, Eigenlayer, Cosmos IBS and more.
Here are my takeaways: 🧵👇
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Highest alpha side event at ETHCC (obvs not biased 🙃)
Be there or be 🟦
1/ gm! We're really excited to announce that Stanford Blockchain will be hosting BASSLite at ETHCC Brussels on July 9th, 9.30am-12:30pm
Register here:
[Agenda in 🧵]
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bridget cooking 🧑🍳
Until recently, there has been less innovation on the execution / settlement / aggregation layers relative to the da / sequencing layers as a part of the modular stack. Exploring these dynamics lately and published thoughts in a recent piece
Full post / link in bio
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what really needs to be on-chain for an "on-chain game"?
- tradeable assets
- game states that have cascading multiplayer effects
- personal collections/milestones (highlights reel)
seems everything else would make more sense off-chain?
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5/ Following this, we discussed the Wormhole Controversy of Prop 31 in Feb 2023, and what this reveals about some of the challenges of decentralized governance in practice
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Why am I still bullish on crypto?
To wrap 2023, here are 5 reasons why I still think crypto is the most venture-backable “frontier industry” 👇 🧵
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Long live TreeHacks!! 🌲
Stanford just hosted a hackathon. Over 1000 students from around the world came to build for 36 hours straight.
The reward? $100k+ in prizes.
Here are the winners and crowd standouts we saw at TreeHacks ‘24
@hackwithtrees
(🧵):
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Some thoughts on Appchains 🧵 🔗🔚
1/ What are appchains? Essentially, they are blockchains that support one specific application. Appchains are like ASICs to Ethereum's CPU. There are 3 exemplary approaches to appchains:
1. Cosmos
2. Hyperledger Fabric
3. Rollups-as-a-Service
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Showtime 👀
1/ Blockchain Application Stanford Summit (BASS) is kicking off at 9am tomorrow
@Stanford
!
Here's a thread of all the event info: 🧵
🔗
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2024 in crypto feels like 2004 for the internet - post bubble, the dawn before all the killer apps hit mainstream
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Restaking for Economic rights = Delegation for political rights
This is a big moment for DAO governance.
Congrats
@DennisonBertram
and
@tallyxyz
team!
Today, we're announcing the next step forward in onchain governance: The Tally Protocol.
The Tally Protocol fully actualizes the value of the systems that token holders own and participate in.
The Tally Protocol unlocks the economic potential of governance tokens by providing a
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Excited to be TA-ing CS352B this Spring!! We’re so back 👀👀
This upcoming Spring Quarter, we're excited to be hosting two blockchain classes at Stanford:
1. "MS&E 447: Blockchain Entrepreneurship" speaker series
2. "CS 352B/LAW 1078: Blockchain Governance" discussing DAOs from a technical/legal/social science perspective
See you there!
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why have generative ai when you can have degenerative crypto 🧐
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6/ Finally, we discussed the new Fee Switch proposal design brought forth by
@eek637
in Feb 2024, discussing how the Unistaker protocol both rewards UNI stakers and incentivizes protocol governance.
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a tge cannot be the core product of a project lol - multiple teams finding out the hard way this year
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🚀🚀🚀
Happy (Crypto) Spring Quarter from SBC!! 🍃
Yesterday we just hosted our first dinner of the quarter with our special guests
@LayerN_Official
and
@DiogenesCasares
, and ft.
@oraclenovel
👀
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1/6 Why do student clubs die? (an investigative 🧵)
Today's surprise:
@StanfordCrypto
ran a Newsletter/Magazine on Medium last year pretty similar to Stanford Blockchain Review with high qual articles – but then it died 💀💀
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Curious on everyone’s single favorite short work/essay etc. (something you can read in a single sitting)
Mine is still undoubtedly Samuel Beckett’s “Krapp’s Last Tape”. Absolute gem reflecting on how we grow reflect and remember
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ppl inside crypto know that the space is building some cool stuff but ppl outside crypto still think it’s a scam…. what would it take to change this?
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1/ Memes, Dreams, and Get-Rich-Quick Schemes - A lighthearted piece on the recent $PEPE craze, and the value proposition behind so-called “useless" memecoins:
TLDR 🧵👇
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Earlier this year, I had the pleasure of working with
@GuthL
of designing ZKThreads during an internship with
@Starknet
Incredibly thrilled to finally see this come to fruition. This is a major step to creating scalability solutions with native interoperability.
Finally, after months of back and forth, I am super excited to introduce a new scaling concept in the set of ZK-based scaling solution available in the industry
✨✨✨ zkThreads ✨✨✨
For the meat:
🧵
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2/ nonconsensus bet - compared with AI, healthcare, robotics, crypto is still considered nonconsensus (ppl still bet against the industry). higher upside since we’re still early, by probs ~2 cycles
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On the Digital Serfdom of Art 🧵
1/ Today, the artist’s sovereignty is under the full-scale assault of modern tech monopolies. Big Tech platforms, derive their entire business model from divorcing content value from content creator.
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7/ In the long-run, the successful operation of a memechain would likely be more similar to the operation of a successful NFT community, such as BAYC, Azuki, Nouns or Doodles, rather than the operation of an actual L1 or L2 chain like Ethereum, Arbitrum or Polygon.
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First thing that popped on my Instagram feed today. We’re so back 🚀🚀
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2/ It all starts with a EU law, which states that all durable consumer products (eg. handbags/watches) will need "Digital Product Passports," expected 2026.
DPP is basically a QR-code or NFC-chip “identity card” linking to the product's supply chain info
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See you guys all there 👀
We're excited to share that we will be hosting on 4/12 the inaugural Stanford Blockchain Governance Summit, a whole-day in-person event dedicated to exploring the future of decentralized governance.
When: 4/12, 9AM to 6PM
Where: Stanford Law School
RSVP:
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Had a blast discussing Arbitrum Stylus with
@CryptoIsCute
of
@OffchainLabs
🔥
📖 Stanford Blockchain Review, Vol. 3 No. 9
🖊️ "Arbitrum Stylus: A New Standard for Smart Contract Composability" by
@CryptoIsCute
and
@0xfishylosopher
discuss
@arbitrum
Stylus, whose EVM+ engine marks a breakthrough in smart contract composability
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Been swamped with work recently, so haven’t done as many updates recently. Here’s an article on zk-Sync and zk-Rollups that I wrote last week though. Enjoy :)
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10/10 would recommend :)
🚀 UniDay Recap! 🚀
We're thankful to the delegates, developers, and community contributors who made UniDay in Brussels so special! Your energy & passion made the event in collaboration with
@Uniswap
Labs,
@JoinEdgeCity
,
@keighstone
truly unforgettable.
Highlights below! 👇 🦄
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1/ time to liquidity - IPO (~10yrs) vs ICO (~3yrs), bc crypto invents a parallel financial system with a new option for exits
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This is a big step towards DAOs fulfilling their full potential as prototypes of modern, functioning democratic societies 🔥🔥🔥
🧵 Biggest week in Uniswap Protocol Governance... ever?
I just proposed a large-scale upgrade to the system. Specifically, I believe we should upgrade the protocol so that its fee mechanism rewards UNI token holders that have staked and delegated their tokens. 🦄
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Fascinating take by
@0xroylu
on the future of ZKPs and the potential for exponential growth
📖 Stanford Blockchain Review, Vol. 3 No. 2
📈 "Moore’s Law for Zero Knowledge Proofs" by
@0xroylu
from
@LongHashVC
discusses levers for performance gains, patterns for value accrual, and a hypothesis of exponential growth in ZK proof technology.
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With the recent rise in memecoins again, thought it would worthwhile to reshare a post I wrote about a year ago on $PEPE and other memecoins:
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7/ Furthermore, appchains are also a key mechanism to institutional onboarding to Web3. Enterprise chains such as Hyperledger are considered outside of Web3, but they're still appchains! It's not a stretch of imagination to add in NFTs, DeFi, bridges to Web3
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11/ Many thanks to
@mr_pnh
, CEO
@ArianeeProject
and
@BeigbederPhoebe
, Cofounder
@nft_paris
for insights and comments
Full Article:
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political polarization of crypto will only force offshoring of talent and disillusionment with entrepreneurship in the US
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3/ distinct communal subculture - because of (2) there is a clear in-group out-group divide. its very easy to reach/bond/get help from power players in crypto + get cross references on ppl
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@bobaepicure
Its time for NFTs to be aligned with social value –– that's their unique strength anyways... capturing social value that otherwise goes to waste in the rent-seeking surplus-profiting status quo
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this is what we call in philosophy a ‘banger’
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4/ But the story doesn't just stop here. Product NFTs are far more than on-chain JSONs. They are actually a new primitive for digital luxury, acting as a digital link between the brand, the physical product, and the end consumer. So what does this look like?
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I’ve been saying the entire week that Brussels is the Detroit of Europe….
even SF people telling me Brussels is dangerous now, uh oh
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8/ But fundamentally, we need to realize this: privacy in Web3 is not just an engineering question; it’s a first principles one.
So what should privacy look like in Web3? That’s the most pressing question for us to decide.
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P.S. Stay tuned for a future sister article on this subject. We may or may not be taking a deep dive inside how
@LVMH
leverages DPPs and "digital twin" NFTs to transform their luxury pipeline 👀
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@JiBofan
True Decentralization is a myth so long as economies of scale exist — eg. it is cheaper to keep two (or more) servers next to each other vs. apart
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9/ For a long time we've debated in crypto on what's our PMF - many people say its tokenomics wizardry eg. crypto native games/social.
But maybe its simply this EU law. By 2026, LV handbags may be the killer app for ERC-721 NFTs, just as USD stablecoins are for ERC-20 tokens.
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@LVMH
has an entire program dedicated to web3
I was fortunate to chat with
@_nellymensah
who leads Digital Innovation at LVMH on some of the projects that they're working on to build a new concept of "Digital Luxury"
Article:
[TLDR in 🧵]
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3/ One popular solution for DPPs is to make them as ERC-721 NFTs, stored on a public blockchain, allowing for standardization, transactability, and provenance.
An example is Italian watchmaker
@PaneraiOfficial
, which uses
@ArianeeProject
to create DPP NFTs for all ⌚️ since 2023
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‼️PSA: my TG jayyu2310 got hacked, DO NOT respond to any DMs there.
My new TG handle is “fishylosopher”, with the 🐟 behind my name. Feel free to DM for verification
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5/ small yet big - there’s only some many ppl doing crypto (small world), but the covers massive ground (tech, finance, gov etc), you can never know everything in the space - you never run out of projects/sectors/ideas to look at
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Stanford Endowment has bought Bitcoin at 45k.
In February, pitched IBIT to Blyth Fund, the student-run fund which manages a portion of Stanford's Endowment.
Bitcoin is now ~7% of the portfolio.
Here's the pitch that convinced them to buy:
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5/ Looking forward, we shall mint them for our artists, we shall mint them for our writers, we shall mint them for our musicians, and return value back to their sweat-stained hands of poverty.
That’s what excites me most in crypto.
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@avichal
@opensea
@tensor_hq
@MagicEden
@nftpulseorg
@ElectricCapital
@blur_io
chains don’t matter no more, so long as you’re reasonably cheap. IPs and assets do.
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@avichal
@StanfordCrypto
@kolelee_
@MariaShen
@ElectricCapital
glad to see it becoming a tradition - to many more developer reports to come :)
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7/ Case Study 3: Wallets-as-a-Service
When there’s an NFT, there needs to be a wallet. There's a need for mass-scale WaaS integrated into existing app UX to handle volume for DPP NFTs
Eg.
@ArianeeProject
custodial WaaS for
@Moncler
,
@0xpass_io
and
@magic_labs
noncustodial WaaS
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4/ narratives & cycles - because (3), narratives and KOLs have an outsized impact on industry direction. high awareness of “cycles” and history/lore in the space = macro trend predictability
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Bridget banger bopped 🫡
abstraction —> adoption
just like you can access any website regardless of the browser or OS you're running, you should be able to access any crypto ecosystem (in one interface) regardless of the chain it's built on
read the full post on my blog
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5/ Case Study 1: Token-Based Loyalty Programs
Oftentimes, the initial buyer ≠ the end user for a luxury item due to gifting/second-hand. Transferrable NFT DPPs solve this. Brands can then launch NFT-gated loyalty programs.
Eg.
@IWC
Diamond Hand Club
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BASSDenver 🔥
1/ We're now just over a week away from BASS Denver, which kicks off at 9:30am on March 1st
@EthereumDenver
! Register here:
Here's a thread of all the event info: 🧵
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Here’s to the beginning of a new pseudonymous blog on the intersection of Web 3 and philosophy 🐟 🌊
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3/ But despite my large following, I have not made a single cent from the platform –– that’s the paradox of Web 2, where creators generate immense social value, but don’t get adequate monetary compensation. In Web 3, however, the entire paradigm changes.
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