kotabe
@blockhiro
Followers
21,068
Following
5,612
Media
496
Statuses
12,523
research @_inceptioncap ex @theblock__ phd @uchicago
Joined April 2009
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
オリンピック
• 633435 Tweets
Christians
• 334503 Tweets
Christianity
• 241812 Tweets
花火大会
• 199155 Tweets
グラブル
• 104099 Tweets
Endrick
• 97769 Tweets
Itália
• 72940 Tweets
#withMUSIC
• 40658 Tweets
#VoleiNaGlobo
• 39580 Tweets
Darlan
• 38355 Tweets
#AkatsukiJapan
• 35917 Tweets
永山選手
• 29806 Tweets
#ぱかライブTV
• 27728 Tweets
#1ล้านความรักเจ้าหัวใจ
• 23859 Tweets
1M LOVE LINGORM
• 23371 Tweets
コラボガチャ
• 15735 Tweets
男子バスケ
• 14116 Tweets
Leal
• 13941 Tweets
Flávio
• 13407 Tweets
花火の音
• 12657 Tweets
Bruninho
• 12518 Tweets
Lucão
• 11569 Tweets
Lucarelli
• 11213 Tweets
Bernardinho
• 10427 Tweets
Pinned Tweet
The Prediction Market Primitive
People have been predicting prediction markets to take off sooner or later and ongoing UX improvements are priming this segment for takeoff (see
@Polymarket
).
Besides markets hitting ATHs in 2024, it's also one of the biggest election years in
7
5
41
Sei v2's approach to parallelization is attractively simple.
1. Optimistically run all txs in parallel.
2. If conflicts arise, check which txs affect the same state and which affect different state.
3. Resolve conflict by running same-state txs sequentially, and
8
13
63
i only got into NFTs after last cycle, but doing pretty well so far with a
@LilPudgys
and
@Azuki
Elemental
recently aped
@DokkaebiNetwork
gut says winning streak still hot
why?
- the art caught my eye immediately more than other new NFT projects (just look at it)
- team
18
15
50
1/
@TheBlockRes
's primer on decentralized storage is out!
Dive into the tech, economics, and developments powering the shift from web2 to web3 cloud storage.
Big thanks to
@W3BCLOUD
for commissioning & making this report freely accessible:
5
16
52
1/ Now this is super cool.
Since joining
@QredoNetwork
I've been excited hearing about all the cool stuff that the our R&D arm
@QredoLabs
are building.
Their first product being shipped is
#QSign
, a new cross-chain messaging protocol secured by dMPC.
🎉 Introducing
#QSign
by
@QredoLabs
!
QSign lets developers programmatically generate addresses on different blockchains, control them from their contract, generate and broadcast signed transactions to either move funds or interact with other contracts
26
64
129
2
11
48
✨ Life update: I've joined
@QredoNetwork
and will be leading their growth research efforts! ✨
/1
14
3
46
I did a research dive into
@POKTnetwork
& $POKT years ago when I was working w
@TheBlock__
It's exciting to see them keep building out their decentralization quotient eg w
@BuildWithGrove
,
@nodies_infra
, and now their 3rd network gateway
@Liquify_ltd
These guys are OG DePIN 🫶
Announcing the 3rd POKT Network Gateway, with
@Liquify_ltd
!
Soon be under-DePIN-ed by POKT Network's universal RPC base layer. ⚡
Why is this exciting?
👉 Liquify processes >500million RPC requests per day
👉 Clients include DFK, Fuse network, Dymension and Thorchain
👉 100%
4
34
110
0
10
39
Wrapped up a 90 min podcast with
@grt_iq
- great experience! 🙏 Happy to support
@graphprotocol
community and participate in the most exciting global community experiment today, ie
#Web3
0
4
32
Many web3 applications today depend on centralized cloud technologies like AWS or depend on relay service providers that host their nodes on these centralized operations. 1/9
3
6
28
Being on the GRTIQ podcast for The Graph was a great experience and hopefully I've shared something useful in this EP.
It brings me to one of my favorite quotes about talk as a technology to realize hope, by Stephen Hawking:
🎧 From Ep. 41 with
@blockhiro
, Research Analyst at
@TheBlock__
and
@TheBlockRes
. Listen to Hiro talk about the importance of a decentralized stack for
#Web3
, and how
@graphprotocol
fits in. $GRT
3
10
67
1
4
26
Now available!
It was a great pleasure working with Nick on this. I'm very pleased how it turned out. Thanks
@grt_iq
for this opportunity and I hope it's useful for
@graphprotocol
community!
📢 Now Available! Ep. 41 w/ Hiro Kotabe (
@blockhiro
), Research Analyst at
@TheBlock__
. During our interview, Hiro shares many brilliant ideas about his research,
#Web3
, and
@graphprotocol
. $GRT
2
8
28
0
3
24
@TheBlockRes
@W3BCLOUD
7/ Given their prominence,
@Filecoin
and its complementary protocol
@IPFS
are a useful case study for understanding how decentralized storage networks are useful and what is driving this burgeoning market.
2
6
19
Ankex Alpha to launch in May !!
On Ankex, your assets will be *your* assets. Self-custodied on the Qredo network, with funds matched 1:1 on the exchange via a collateral system which all operates and is recorded on the Qredo L2 blockchain.
3
2
16
@TheBlockRes
@W3BCLOUD
@Filecoin
@IPFS
13/ Addressing & Sharing
While the open market of Filecoin creates a persistence layer, IPFS is the way stored content is addressed and moved.
In this way, IPFS is like a P2P version of HTTP.
1
3
17
@QredoLabs
Twitter account just launched! Give a follow for deep dives on the bleeding edge tech being explored & developed to power
@QredoNetwork
1
5
15
This looks awesome in both preview and viewing. Great for short story telling!
Twitter now allows 4 in-line images in one tweet.
So, let me regale you with the story of when Nicolas Cage did on one of the greatest 4-film runs ever:
• Leaving Las Vegas (1995)
• The Rock (1996)
• Con Air (1997)
• Face/Off (1997)
Cage went from winning Best Actor in
204
392
5K
0
0
15
@optimizoor
One of my all-time favorite breakfasts in SG: Kaya toast with runny eggs and strong black coffee. $3.
4
0
13
@BitcoinMagazine
A real
#bitcoin
maxi adorns his bookshelf only with photos of his wife and a block clock
4
0
11
.
@_kaitoai
Kaito's new "Token Mindshare" feature. Very cool.
Heatmap of all of CT using % of tweets referencing Token X relative to the overall cryptocurrency market.
0
2
12
I'm excited about cloning AI like
@with_delphi
.
Imagine how it could scale our individual contribution, efficiency, and monetization.
I didn't go to school at a time when ChatGPT could do my homework for me.
I spent years grinding through a masters and PhD, at companies and
0
1
12
SRC:
For more insights on blockchain infrastructure and web3, follow
@blockhiro
and
@TheBlockRes
9/9
2
3
11
There has been a lot of talk lately about "soulbound tokens" (SBTs):
🧵 1/10
3
5
10
1/
@TheBlockRes
is proud to release: Comparing Layer-1 Platforms: 2022 Edition. An in-depth study across 10 dominant Layer-1 (L1) ecosystems through 2022!
This report is freely accessible to you all thanks to
@avalabsofficial
and the
@SolanaFndn
🧵 Unroll for highlights
1
4
11
Just checked my Google Scholar after some time and happy to see I'm about to hit 1K citations :)
0
0
11
Through a programmable marketplace, applications stake POKT to reserve a given number of relay requests proportionate to the amount of POKT staked. Applications receive POKT for servicing those requests. 6/9
1
3
9
Thrilled to share that I've joined
@Inception_VC_
(the new era of OP Crypto 👇🧵) as Research Principal. Teaming up with
@davidgan1818
,
@0xlucas1024
, and the rest of the amazing team, we're on a mission to build the best-in-class crypto-native VC firm bridging East and West.
1/ We are delighted to announce the firm’s rebranding from OP Crypto to 🥳 Inception Capital
In this X thread, we bring you:
1. What does rebranding mean to us,
2. Recap of 2023: Major events and conferences
3. Looking ahead to 2024: Our goal and exploring new horizons
👇👇👇
20
22
126
1
0
10
Tons of insights in this new comprehensive report on decentralized storage by
@Curiouscat178
! 1/
IT HAS ARRIVED! “An Honest Report on Web3 Data & Storage,” the first-of-its-kind, 34-slide primary research report to systematically, objectively, and exhaustively assess the decentralized storage space by interviewing 30+ leading experts over 50+ sessions
15
43
174
2
1
9
@TheBlockRes
@W3BCLOUD
6/ State of the Market
Among prominent protocols including Filecoin, Storj, Sia, and Arweave, Filecoin is the one sometimes called the "P2P version of AWS."
Perhaps rightly so, given that it leads this emerging market in terms of storage used, storage capacity, and market cap.
3
2
8
@TheBlockRes
@W3BCLOUD
@Filecoin
@IPFS
19/ Ecosystem Developments
The number of projects utilizing decentralized storage networks exploded from just a few dozen at the beginning of 2021 to several hundred today.
1
2
9
1/ My new report "Accessing Web3: Developments and Opportunities" is out at
@TheBlockRes
!
Big thanks to our sponsor
@W3BCLOUD
for making this report freely accessible to you all:
4
1
9
In the past couple of months, Pocket's network activity has surged to an ATH. Here, we take a closer look at the numbers to try to understand this surge in activity and where things may be headed. 8/9
1
1
7
Awesome to see real DePIN usage like this
this
@helium_mobile
trend continues to absolutely blow my mind. 2.16 terabytes of traffic (and growing) traveling over
@helium
hotspots vs 3.32 terabytes on the T-Mobile network
🤯🤯🤯
57
89
481
0
0
8
@TheBlockRes
@W3BCLOUD
2/ Digital storage has come a long way over the last century.
From punched paper cards in the early 1900s to the rise of cloud storage services like Amazon S3 in the early 2000s.
But the time is nigh for "the next big thing."
Could that thing be decentralized storage networks?
1
1
8
.
@Caddi_Finance
is shipping like a boss
I'm liking these new web3 social plugins
every site becomes multiplayer
make boring online activities colorful shared experiences
The Uniswap Frontend now has a trollbox 🫡
You're welcome, oh and we also removed the frontend fee
9
4
43
2
1
7
Don't pay as much attention to people's conclusions as to the reasoning that led them to their conclusions. -
@RayDalio
1
1
7
I'm 80 followers away from 21K. My goal is 21M followers so I'm almost 1/1000 the way there
First 80 new followers who Like/RT this post, drop your $SOL address & I'll send you a $NUT 🥜
It'll be worth a lot later, I promise
@deeznuts_solana
#deeznuts
9
2
5
In a cross-chain future, we should have solutions to efficiently access and use blockchain data, conveniently access data across multiple blockchains, and decentralize these processes 2/5
2
1
7
@TheBlockRes
@W3BCLOUD
4/ And like Bitcoin, the TAM is huge for this new kind of cloud storage – potentially, several trillion dollars.
1
0
7
@TheBlockRes
@W3BCLOUD
@Filecoin
@IPFS
17/ Content addressing produces a single massive key-value database (one way IPFS fundamentally differs from torrents).
The result is an object-oriented environment suitable for handling the workloads of web-scale applications, including social networks, gaming, IoT, and more.
1
1
7
@WalkerAmerica
@titcoinpodcast
"That's why we say that inflation is the worst tax on the poor."
0
0
7
Let's talk about defining DAOs.
DAOs have been defined in a number of ways that can generally be grouped into general and narrow categories /1
1
0
6
In my latest piece at
@TheBlockRes
, I describe how two decentralized network protocols —
@graphprotocol
and
@POKTnetwork
— are addressing these challenges 3/5
1
4
7
@TheBlockRes
@W3BCLOUD
@Filecoin
@IPFS
14/ The Tech Powering Decentralized Storage
A lot of different tech is required to achieve data availability and integrity. E.g.,
* Chunking & encryption for security
* Load balancing & geo-distribution for speed
* Duplication & erasure-coding for redundancy
1
0
7
Here is where Pocket Network comes in. Pocket launched in July last year as an independent, application-specific blockchain solution to this node incentivization problem. 5/9
1
3
6
🎆 HNY! 🎇
2023 predictions:
- Arbitrum will launch its token which will outrank Optimism’s token and outperform the overall crypto market.
- TVL for L2s in general will increase (at least in ETH value). ZK rollups outperform optimistic rollups in relative growth.
>>
1
2
7
#Web3
, or new web that is open and inclusive, built on open source primitives, and owned and operated by communities of participants vs. merely used by "users," is still very much a hope. But, it's a hope worth talking about for years to come.
0
1
6
@TheBlockRes
@W3BCLOUD
@Filecoin
@IPFS
10/ The open-market approach and decentralization give rise to special properties that web3 devs may seek out when building the new web:
(a) Censorship resistance
(b) Resilience via redundancy
(c) Pricing efficiency via open-market dynamics
1
0
6
@TheBlockRes
@W3BCLOUD
@Filecoin
@IPFS
11/ A typical system works as follows:
(a) Storage buyers pay storage providers for storing and retrieving files off-chain
(b) Some combination of chunking, error-correction, and encryption are used to increase availability and fault tolerance
1
0
6
@TheBlockRes
@W3BCLOUD
3/ As Bitcoin disrupts traditional banking systems by operating a currency with P2P and cryptography tech instead of banks, decentralized storage networks are disrupting traditional cloud storage by operating a cloud with P2P and cryptography tech instead of AWS.
1
0
6
I took a look at the top-50 blockchain activity categories last week in terms of revenue and, in aggregate, it is simply dominated by Ethereum.
It's also worth noting that of all the chains people are talking about, only these six made the list in terms of capturing value from
7
1
5
In this way, value can now be securely and reliably transferred between applications demanding blockchain data and relay nodes supplying those demands via full nodes, for any blockchain. 7/8
1
1
5
Best nootropic: sleep
Best stress relief: sleep
Best trauma release: sleep
Best immune booster: sleep
Best hormone augmentation: sleep
Best emotional stabilizer: sleep
0
2
6
The Merge Part 2 in progress
Current stats:
% of Ethereum addresses on
@Arbitrum
: 0.5%
% of Ethereum addresses on
@optimismFND
: 0.3%
@nansen_ai
2
1
6
i can confirm
remote workers will order one black coffee and sit at the coffee shop for the next 300 days
9
7
249
1
0
6
A big day for
@arbitrum
🚀🚀🚀
Yesterday, daily txs on an optimistic rollup surpassed Ethereum mainnet for the first time ever.
sauce:
@Artemis__xyz
1
0
6
@glenweyl
@owocki
@bitsikka
@pujaohlhaver
@mZargham
@jeffemmett
Mapping the "individual" with "situation x - behavior y" correlations is a lot more descriptive of actual personality than the typical over-prescriptive labels we use. This has been known for decades in personality research.
1
1
5