taetaehoho
@0xtaetaehoho
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CSO @EclipseFND | prev @1kxnetwork
GE, Varrock
Joined October 2020
Infrastructure take rates are going to 0 over time. A thread on MEV capture, infra costs, & composability in different sequencing designs and why one big roll-up is an underexplored solution. š§µ.
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@zksync has just shipped one of the most game changing updates to an Eth rollup EVER. Boojum. Let's dive into some numbers. š§µ
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Will rollups be congested? Is DA the real bottleneck to scaling blockchains? What is enabled by new DA layers that claim 10-100x throughput?. @_weidai and I aim to present a preliminary exploration to these questions in our rollup x DA model:. A thread š§µ.
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1/ Play to earn (p2e) games are about building economies that community members can trust, own, and build on. But how can we make this economy long-term sustainable while retaining players? . An introduction to sinks and faucets: .
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The energy behind the on-chain gaming ecosystem has exploded - the number of folks building games and building infrastructure to support them is increasing everyday!. #1/ A compilation of the on-chain gaming related infrastructure (comment if Iāve missed something):
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You have to respect @KyleSamani ās dedication to his bags . Even if you short my bags use my bags
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How to get ETH onto @EclipseFND today, and costs (measuring from Arb -> Eclipse) . 1. @RelayProtocol - ~2 seconds, cost: ~0.08usd (incl gas) .2. @Owlto_Finance - ~10 seconds, cost: 0.02usd .3. @Orbiter_Finance - ~3 seconds, cost: 2.01usd .4. @gasdotzip - ~1 second, cost: 2.01usd.
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I once had a SEED INVESTOR take me to dinner and go on a fking 20 minute tirade about how FUCKED eclipse was, how I was an utter IDIOT to join the team, how I threw away my career and how happy they were that they werenāt āpublically committedā. It was so bad one of their other.
Ethereum is losing because its thought leaders are incredibly soy and cucks. You are 30+yo grown men, there is no such thing as bullying, why tf you crying over it on the TL? Square up like a real man with whoever you think wronged you, this isnāt kindergarten.
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Things that other L2s did badly . @Scroll_ZKP farmed community for too long - imo itās preferable to do a fast + small airdrop than a long and big one. They also didnāt focus too much on building a differentiated eco .@zksync didnāt focus on building ecosystem hard enough - had.
Things that other L2s did well . @arbitrum - first to market, fantastic launch with Arbinyan .@Optimism - collective and onboarding Base, retro PGF.@megaeth_labs - stressing unique technical unlocks for its dapp eco + incubations.@movementlabsxyz - ecosystem building + founder.
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Service DAOs are crypto-native consulting firms poised to create the 250B consulting market equivalent in crypto. @Mikey0x_ and I spent the past month interviewing 20+ serviceDAO operators and hereās what we learned: .
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if you're rocking an ASC, sloth or pengu, I'm just 1000x more likely to engage with your content . think many feel the same.
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2024 .ASC, validators, AOFE, Solar companions, Laika, Kaito Genesis NFTs, yap points . 2025 we (the Eclipse team and ecosystem builers) are hoping to deliver more to the community.
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Fully on-chain games and autonomous worlds are next generation crypto platforms. They store all game state and logic on-chain allowing full asset ownership, censorship resistance, and permissionless extension.
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People know of one of the TWO OG @EclipseFND collections . Few know @Validators_ minted day 1 of mainnet for developers . Few.
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. @EclipseFND team is 1/3-1/4 the size of major L2 teams . wtv we've achieved in relation to others we've done so with a much smaller team . but we also have to work 2-3x harder . thankful for each individual member of the team and community.
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One upside of @EclipseFND for the ETH community is that it has a chance to bring memecoin trading denominated in ETH back to the Ethereum ecosystem.
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Over all the fantasy tweets, over all the execution layer / modularity / infra tweets. This is my highest engagement tweet for the past month . 50 likes and we do a pic reveal.
One of my close friends just got the most atrocious haircut I've ever seen in my entire life. It is truly over. RIP.
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There's a ton of amazing, cheap, fast bridges now from EVERYWHERE to @EclipseFND . though I find myself coming back to the OG of OG @Validators_
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. @EclipseFND employees will not post tickers or shill tokens on the chain . This doesnāt mean we arenāt in the trenches with the community, and deeply appreciate the builders launching tokens on our chain . We care ALOT about creating the most fair playing field.
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One huge edge the @EclipseFND team has is that we use the chain every single fking day . You ever talk to the Scroll founders? Iām 95% sure theyāve never done anything outside of a swap on Uni.
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My algo is cooked . I ONLY see @EclipseFND tweets . I only see @asclubnft and @Validators_ pfps pretty much . Alas.
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Support people who believed in you from day 1 . The @Validators_ bridge was live first two days of mainnet for developers before there was anything else to do on chain . First few dollars of liquidity into @EclipseFND came from this route (to mint the NFT).
There's a ton of amazing, cheap, fast bridges now from EVERYWHERE to @EclipseFND . though I find myself coming back to the OG of OG @Validators_
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š§µ1/ Wanted to announce to ya'll that I've left @1kxnetwork. It's been an INCREDIBLE two and a half years, working with some of the best founders in the space, and an incredibly smart yet hungry team.
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My team is STILL down from food poisoning, salmonella, some type of flu that they contracted in devcon . Not worth the loss of time.
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Welcome @frankdegods to the @asclubnft community . (Conference tip - always bribe the intern that makes the slides)
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A tl;dr summary of arguments of @aeyakovenko @drakefjustin. Plus a bit of thoughts of mine as someone building an SVM L2 on ETH.------------------------------------------------------------.1/ rollup centric roadmap will converge on synchronous composability and fast confirmations.
LIVE NOW -- Ethereum vs. Solana. Thatās the debate weāre having today. On Ethereumās side, we have @Ethereum Researcher @drakefjustin, and on the @Solana side, we have Solanaās Co-Founder @aeyakovenko. They give us the good, the bad, and the ugly of each otherās blockchain,
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Things that other L2s did well . @arbitrum - first to market, fantastic launch with Arbinyan .@Optimism - collective and onboarding Base, retro PGF.@megaeth_labs - stressing unique technical unlocks for its dapp eco + incubations.@movementlabsxyz - ecosystem building + founder.
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Seeing all our ancestors, taking notes, learning, stealing their playbooks, fixing their mistakes, bringing it all back home to @EclipseFND . @Starknet level tech .@zksync level research.@Optimism B2B relationships and institutional adoption.@arbitrum level TVL and defi usage.
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1/ Super excited to announce that I've joined @1kxnetwork, where I will be conducting research and supporting founders across NFTs, P2E games, and more!.
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see some interesting faces here. living rent free. gsvmoo
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Everybody is scrambling on how to grow their memecoin ecosystem right now . @EclipseFND is minting out NFTs, creators are making money and collectors are collecting high value art OEs. We are always thinking different, weāre in the arena trying things . eNFTs.
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Most airdrops (empirically speaking from previous ones) go to INSTITUTIONAL GRADE farmers who immediately dump . There is also zero correlation between airdrop sentiment and the total % airdropped .- ie) zksync did a MASSIVE 17.5 % drop and people were extremely mad. Scroll did a.
Seems like most PEOPLE sell all their airdrops (because by # of accounts, airdrops are DOMINATED by sybils) .but the people who receive the most (which I assume to be organic community + protocols) tend to keep it .seems like there is a natural conclusion here
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Weāre just getting started. After mainnet .- new explorer .- turbo [redacted] (huge).- incubated projects and dev community + new consumer projects + community infrastructure.- ecosystem fundraising announcements .- road to type 1 .- [redacted] joining Eclipse (huge) .- eNFTs on.
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Reflections on @EclipseFND leadership offsite . 1. You are very fortunate if you get to work with 2+ S players in your team. Even closely working with one @_weidai at 1kx changed my entire perspective on the industry. But the current team consists of people who.1. WROTE THE
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Why I joined (and stayed) at @eclipsefnd. We are at a point in time where:. Modular infrastructure has improved to the point where the bottleneck to increased throughput is execution:.1. @CelestiaOrg is providing multiple megabytes per second of data throughput secured by
"Eclipse: The Best Of Solana, Ethereum, And Celestia" by @cburniske.
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ACTUALLY launching ur own chain is not as easy as it may look .- bootstrapping liquidity .- partnerships with middleware + lower level infra-applications that have strong user stickiness (block explorers, data indexers, digital asset standards, performant RPCs). Find incentive.
idk who needs to hear this but. 1. Sequencing is hugely profitable if your app or chain has users -- @base and @arbitrum make $20-30m annualized profit. 2. User onboarding is now on par with web2 UX thanks to embedded wallets like @privy_io and onramps like Stripe. Any successful
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I want to be clear to the community that we're going to do something meaningful, timely and not-rushed. go read @Alucard_eth's Eclipsian Dogma - the entire leadership team read it together this week. but no reason to not do step 1 now .
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Right now thereās a lot of public praise for our GTM team . In a couple months youāll say the same for our engineering team . They are cooking so incredibly hard it is unbelievable . If only you knew what I knew.
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The squad
More and more web3 brands started to get that people want to hear from people. Thereās founder content, thereās team content, and thereās brand content. All 3 ā form an ecosystem. Hereāre some brands that are capitalizing on it. Anyone else does?
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TPS ā.TVL ā.# dapps ā.Unique users/wallets ā.Latency ā.Fees ā. Chain GDP (total dapp revenue + total user gains) ā
.
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. @EclipseFND community full of sherlocks. do smth, 1second later its on twitter + discord . we had to change the pw from Nata to smth else cause someone got thru.
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now is not YET the time to send your congratulations . if any of the following milestones occur, please send us a big congrats.- multiple profitable dapps on @EclipseFND with hockeystick growth.- dapp on Eclipse receives 1000+ of ETH in fee redistribution .- dapp on Eclipse posts.
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Its remarkable to think that the @Validators_ team built out / are associated with.- the top MC memecoin on Eclipse .- the first NFT collection .- the first bridge.- the first rug checker.- the first wallet to wallet messaging platform .- 5+ more tools I don't even know about.
that's two s+ tier NFT collections on eclipse that have fully sold out. @Validators_ @asclubnft . and both have the craziest communities ever.
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The @EclipseFND team is in the trenches on our chain . We are trading, borrowing, LPing, bridging and dogfooding our product on a daily basis.
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its easy to drink the coolaid of a million farmers engaging with you online for Kaito's or your potential airdrop . you see metrics like tx count and wallets pop up in hockeystick growth and think you've achieved something of value . i've been a farmer multiple times, and 9 times
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On @EclipseFND you can send $1M to anyone on earth for 0.00025 cents (might have forgotten a 0 or two) WHILE a new memecoin is printing +5000% candles.
I don't think I'll ever stop being shocked by these fees. on Ethereum L2 you can send $1, $100, or $1M to anyone on earth for less than 1 cent
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Plonk Skilltree š. I've found learning zk by just going raw on papers is quite difficult. So. I've compiled a list of resources that guide you STEP by STEP through concepts to fully understand Plonk. Link to paper:
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The audience for my tweets is limited, there are only so many people who want to hear about ASS, rollup internals, and MEV attribution . this is why @EclipseFND has .@pseudosey memecoin degen and trader afionado .@akachacolate marketing master oogway .@VeronicaBuron ecosystem
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I donāt know the last time a product in crypto has been this anticipated by 10,000 people . @scopenft.
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Megathread on NFT finance content. NFT finance is blowing up with @NFTfi leading the charge. Open-sourcing the content Iāve found the most helpful for understanding the space.
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Too many people are in crypto today who do not like / use / need crypto products . They just want to make a quick buck . Do not hire / tolerate these people.
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community community community community community community community community community community community community community community community community community community community community community community community community community community community community.
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How to bridge onto @EclipseFND today part 2. 1. @hyperlane nexus bridge for SOL, USDC, USDT, ORCA and WIF from Solana, tETH, WBTC from Ethereum to Eclipse 2. @Chaineye_tools minibridge for L2s -> Eclipse. 50% of tx fees (~0.002ETH rn) for Eclipse.
How to get ETH onto @EclipseFND today, and costs (measuring from Arb -> Eclipse) . 1. @RelayProtocol - ~2 seconds, cost: ~0.08usd (incl gas) .2. @Owlto_Finance - ~10 seconds, cost: 0.02usd .3. @Orbiter_Finance - ~3 seconds, cost: 2.01usd .4. @gasdotzip - ~1 second, cost: 2.01usd.
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Asking VCs to fund apps will not work . Infra competition intensifies -> value redistributes back to apps to win over app devs -> value accrues to apps -> VCs fund apps . ASS + local fee markets + high throughput + value attribution/redistribution.
please fund apps.please fund apps.please fund apps.please fund apps.please fund apps.please fund apps.
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Predictions for the next year of the rollup-centric roadmap.- Fast-agg wif @AggLayer between zk-ecosystems (zkstack @zksync, @0xPolygon eco) + normal agg across zk L2s .- shared seq on op-rollup ecosystems + shared validity sequencing.- intent bridge across siloed ecosystems with.
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In this piece (link below), we (@StingRayL0) wanted to use our experience as gamers to talk about the pain points that NFTs and blockchain could help mitigate or solve, as well as briefly suggest some new applications. A thread:š§µ.
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When I got hired I made a bet with @0xLitquidity . If I get to 10k followers by EOY 24 @0xanmol has to shave his head . If I donāt get to 10k followers then ā¦ unfortunately @0xanmol has to shave his head . Help me out here folks.
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Engagement when posting pictures of NFTs I minted (takes 0.5 seconds) šÆšÆšÆšÆ. Engagement when posting research I've been thinking about for weeks (took me 3 weeks) 0ļøā£0ļøā£0ļøā£0ļøā£.
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No one from Ethereum foundation has ever reached out to me or the @EclipseFND Solana on Ethereum team. I'm not expecting any special treatment or a ton of help, but it'd be nice to talk to someone from the EF every once in a while so we can figure out how to best help each other.
No one from the Ethereum foundation has ever reached out to me or anyone on the @AbstractChain team. I'm not expecting any special treatment or a ton of help, but it'd be nice to talk to someone from the EF every once in a while so we can figure out how to best help each other.
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Might be a blessing for a lot of @asclubnft holders that @scopenft hasnāt launched secondaries at mint. They may have paper handed too early and not been around for the current massive surge of community interest.
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What happens when NFTs go beyond something static that you hold? How do we extract richer functionalities from NFTs? . We explore these questions in āEconomic Primitives of the Metaverseā with a particular focus on renting and lending NFTs. A thread š§µ.
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