jack-anorak
@jack_anorak
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ya i talk abt work a lot but hear me out
imo our case offers better models:
• how you build and earn as a team (alongside users)
• how you define a protocol's success (make, don't take)
• how you define stakeholders (expansively)
i'm proud of how we're pushing org logic
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yeah I’m obviously thrilled that velo and aero are getting the recognition we’ve worked so hard to earn
but what’s on my mind is how ppl showing up now have no idea about what we’ve all been through
will they ever learn the deepest lore in defi
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I've been elected to Optimism's first grant council. I'll be part of a three-person panel offering builder grants
appreciate your delegation and support
builders: reach out if you're working on something or want some ideas
I want things that make OP stand out
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Optimism wants to be the best place to build, and I'm part of a panel issuing grants to make this happen. We'll be putting out formal requests soon.
In the meantime, below I detail things I'd personally like to see built. I encourage others to add to this thread as well.
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Aero and Velo allocated something like 90% of supply to the community
Completely bootstrapped, no VC unlocks, no team unlocks, no nothing
None of these shenanigans you're reading about today
Just doing the job—growing the onchain economy
This is precisely how Velodrome and Aerodrome's incentives work
Our team have permanently locked our veVELO and veAERO allocations and farm, just like anyone opting into the system
No unlocks, no privilege, no misalignment, aggressive decentralization – just as defi should be
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Having been tasked with overseeing Optimism Governance's RFG (Requests for Grants) program, I've been thinking abt things Optimism builders need
The thread will the be the first publication outlining a core thesis we're building around—lowering project launch costs
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Took well over half a year to get RFGs on Optimism from idea to reality—proud to have taken part
Because of this, OP's going to be the first layer to subsidize audits, RPCs, frontends, and other infra
Congrats and thank you to everyone getting a grant
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I'm running again for the Optimism Grant Council, this time targeting the top three slots, which would have me evaluating Superchain grant proposals
For those with OP votes: I have the context and vision needed to do the job well at this critical point
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This is precisely how Velodrome and Aerodrome's incentives work
Our team have permanently locked our veVELO and veAERO allocations and farm, just like anyone opting into the system
No unlocks, no privilege, no misalignment, aggressive decentralization – just as defi should be
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1/ Velodrome could become a major place in crypto to launch a project token. People are noticing how the flywheel bootstraps liquidity, but there's another reason there's immense potential here:
With Velodrome you can build a project treasury without selling any tokens
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who here knew that Sony owns a CEX and has a banking subsidiary oriented around retail finance?
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shld be a daily reminder that Aerodrome is in the conversation to the tune of *more than Solana*
if your favorite influencer has somehow not joined the conversation
they're probably not in the conversation
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Just realized
@SynapseProtocol
is up for RPGF
My last report documented Synapse getting 1mm OP in 2022 for bounties and building liquidity on Optimism. Instead of doing this, in March they sent 850k to Cumberland to deposit on Binance
I think we should know what happened here
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two years since i grew from being a marginal degen to whatever i am now, part of a team i'll forever be proud of
impossible to sum up the sheer insanity of vedao, velodrome, and aerodrome in those two years, all the existential challenges and doubts fought, the volume of lore
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Here's another obvious one lacking RPGF ballots for quorum
yAcademy - it's a Yearn team project that trains new auditors. Graduates have been responsible for audits of 2 of the top 10 OP protocols by TVL
cmon this one's a layup
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here’s what’s happening
largest cos in the world with captive verticals across the global economy are seeing what Base does for $COIN earnings and are asking “how do I get that?”
neutral Ethereum, open Optimism leave you all the upside
when ppl talk abt scaling eth this is why
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chart here shows total rewards (fees + incentives) over the last 30 days
lmao
it's working
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with this we start acceleration - new features, new integrations, new [redacted]
this is gonna be a new class of dex
Velodrome Slipstream is live. 🚴♀️💨✨
Slipstream is our take on Concentrated Liquidity, using a novel, fully audited implementation based off of UniV3.
A small amount of emissions will start flowing to Slipstream gauges at midnight UTC.
👇
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velo goes like this:
|-----------------------|
S U P E R C H A I N
aero goes like this:
--
I
I
I
I B A S E
I
I
I
--
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@blknoiz06
Aerodrome generated more over the last 30 days (without a meme token) but I’m glad this kind of thing is in the discussion again
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what everyone thought on day 1 was a humble fork has in fact been setting new standards on several fronts. on the engineering side, we're now sharing some things we've learned
we're writing playbooks others have been following w success; next, we upend expectations of a dex
Velodrome v2 is fast approaching so we're launching a dev focused newsletter for those who want to go deep.
Our first post dives into how ENS adoption could help make contracts more accessible and secure.
Smash that subscribe button for more.
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team stays hungry, team keeps shipping til the job is done
we’re not following the typical pattern w token unlocks etc bc our intention is to win, not extract and ditch
everything else tends to fall in line for the long term
It is amazing to watch Aerodrome grow.
One thing that makes it exciting is the fact that there are no vesting tokens waiting to unlock, for team or VCs.
There were no pre-sales or liquid token allocations, there will be no "exits".
All incentives are aligned for the long term.
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mindblowing to me that
@UniDexFinance
hasn't gotten on
#RPGF3
ballots. their products are actively used public goods
yknow, actual stuff that's been built and serving lots of ppl
badgeholders look at this and ask yourselves how you've snoozed on them
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idk how many more ways to say we've shown founders a way to do this correctly
velo team eschewed the easy route and instead played to win
permalocked its allocation and pays the bills by farming alongside any other user
we have nothing to dump—we don't eat unless everyone does
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okay enough's enough, you now have both VELO and AERO
@MikeCollinsGA
come get in the discord
BREAKING: Representative Mike Collins has bought up to $50K of a cryptocurrency called Aerodrome.
The coin appears to have a market cap of less than $500M.
This is the first time we have ever seen a politician trade it.
Note that the last time Mike Collins bought an altcoin,
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was genuinely surprised by how much we've already raised through this. lots of credit due to the ppl who set it up
we are moving really fast. i think ppl need to be prepared for a new optimism
1/ A reminder to those interested in Builders and RFG grants for Season 4,
@syndicateio
has rolled out co-granting alongside the OP community.
Co-granting creates a new experience that enables anyone to show support for OP builders by co-granting alongside the OP Foundation.
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i respect the sentiment but this is an astonishingly bad take
claims of impact *do* have to be clearly backed in an application—wasn't here
and it would take me essays to describe the many ways badgeholders were generally *lacking* context, not in possession of asymmetric info
I went to zuzalu. It exported a lot of good culture and learnings beyond the 500 people who were there. All of the research & education about public goods, longevity, cryptography, ZK, synthetic biology etc… those are all public goods that exported from zuzalu.
I’m not saying
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i hope people are really really starting to understand what's happening here
Aerodrome Slipstream new volume and fee ATHs and the day is just getting started.
Going to be wild to see where it closes.
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okay, what does this mean
1) Superchain/Base thesis proving out
2) ve3,3 thesis proving out
both theses a few of us have wagered our careers on
take a second and think about what's happening here
Aerodrome is now just $34M in volume away from flipping Uniswap's WETH / USDC volume on mainnet.
And it is doing this with just 15% of the TVL.
This is absolutely nuts. 🛫
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this one feels especially good to roll out because it's something we've had a clear plan for since day one
coming soon are a few other groundbreaking things we've similarly wanted to build for a long time
the next few months are gonna be fun
Velodrome Relay is now live. 🚴♀️💨✨
Relay makes it simple to maximize your $veVELO by automating the process for voting and compounding rewards each week.
Learn more below. 👇
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PSA for Builders:
Optimism subsidizes smart contract audits and RPC expenses
We work with
@sherlockdefi
@SpearbitDAO
@trailofbits
as partner auditors and
@LlamaNodes
If you're considering getting on Superchain and need help covering audits/RPC, reach out to me or these orgs
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Maker rebranding, Lyra rebranding
If DeFi rebrands maybe we can trick people into thinking it’s the future again
Who’s building this
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What shouldn't get lost in RPGF talk is that OP has the best grants program anywhere
Governance reinvents itself every quarter, reaching new levels of professionalism and impact with Grant Council, getting copy-pasted by other ecos
We can do this w RPGF too—but we have to now
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I've applied for a position on Optimism's Grant Council, focusing on builder grants. If you're an OP delegate, please consider voting to bring a uniquely informed perspective to the Council.
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These protocols are doing this with their hands tied behind their backs
this is without aggregators even being linked, MMs/arb bots being plugged in, automated liquidity managers being added
and it’s happening FAST
always underestimated, never beatenTM
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lmao
need crypto lawyers to tell me whether this means velo is legal now
BREAKING: Representative Mike Collins just disclosed a purchase of a cryptocurrency called Velodrome.
The coin appears to have a market cap of less than $100M.
This is the first time we have ever seen a politician trade it.
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are you starting to get it
The first Optimism Superchain $VELO locker has been spotted on the $veVELO leaderboard in
@modenetwork
.
More to come... 👀
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idt people fully appreciate the imminence of this whole thing
Velodrome began as the central liquidity hub of
@Optimism
Mainnet, today we begin our evolution into the liquidity hub of the Superchain.
Velodrome will be expanding first to
@modenetwork
. 🟡 🚴♀️💨
Read all about our very first Superchain partnership below.
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ppl wringing their hands over macro this and that
one of the biggest big-picture stories—maybe *the* biggest affecting defi specifically—summarized elegantly here, a yield crisis
it's no longer an obvious thing to keep your stables onchain—big headwind for DeFi
This is astonishing - Rising interest rate in USD environment VS yield dropping in crypto environment due to the bear market (token prices down, TVL dropping) leading to a reverse in relative yields of US 1 year treasury bill VS Curve 3pool yield
(data source: FRED & Curve)
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already over gabagool. thought he was a friend, was shocking how quickly any residual sympathy has sloughed off
got no energy to deal w the fallout when you're busy trying to do all the stuff he wrote all those essays about doing
he probably made more grifting off those essays
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To my knowledge, this is the first example of an ecosystem grants program committing to offering smart contract audits
which is arguably some of the most if not *the* most impactful support a grants program can offer – hence the large allocation to this RFG
The Council is excited to announce that Request for Grant (RFG) 3 is live.
The Council is focused on improving the market for code audits in the Optimism ecosystem.
RFG 3 is an experiment. The Council will continue to create audit-oriented RFGs to find what is effective.
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if you squint real hard you can see last cycle’s giants
this isn’t shade—it’s more noting that we’re building on these older standards to make something genuinely different
our goal is for this to be something that lasts
oh, and aerodrome is doing this with no incentives
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just like velo is a perfect testbed for defi literacy, it is (surprisingly, tbh) an outstanding litmus test of ppl’s basic business sense
if you don’t see how well positioned velo and aero are, study
if you claim to have business insight and you don’t see it, I have questions
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yeah it’s because what Aerodrome is doing is interesting
interest for $AERO has grown consistently over the past 6 months:
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this sums up why we’re here
let’s get defi right this time
"Tokens should have real onchain immutable utility. 100% of value should flow permissionlessly to participants. Contributors to these projects should be rewarded through utility, not sales. And incentives should be aligned towards longevity, not exits."
-
@wagmiAlexander
✈️🔵
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not to get too cassandra but are ppl gonna vet mission requests or work to get something done with RPGF changes *not* next quarter but now?
there's a week to vet 50-odd requests, more millions of OP on the table, and few are looking
past a point we deserve the outcomes we get
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Idt they'll be a passive partner, either—the beauty of our model is that when you get involved there's huge benefit you can deliver to other projects (eg those in your portfolio)
Huge respect for Base and CV for envisioning the rising tide here - we expect others will follow
The Base Ecosystem Fund, led by
@cbventures
, was launched to invest in the next generation of onchain projects building on
@base
.
We're excited to announce that the Base Ecosystem Fund has market acquired a $AERO position. Together we'll build the future of
@base
.
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Wrote a long, still incomplete(!) post about a grant issued a year ago but still only halfway through its OP as its project team seeks to demonstrate impact for RPGF.
Readers, draw your own conclusions.
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[stares] is Aerodrome on a list with Stripe and Shopify?
what is going on over on that chain?
join the OᑎᑕᕼᗩIᑎ ᔕᑌᗰᗰEᖇ buildathon all June
8 tracks, 200+ ETH in prizes, open to anyone worldwide
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Some guidance on Optimism Grants
You need to be able to convincingly communicate:
1. why this team
2. why this much OP
3. why now
Sounds simple, but I've rarely seen an application put in all three
Tell us why this grant will work. Show data.
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And this is just the stuff ppl know about, us delivering on the things we say we will. Steady wins.
Best, deepest team in crypto
Yesterday, Velodrome did more volume than GMX.
It is the largest protocol on Optimism, hosting more TVL than Uniswap, Curve, Beethoven X, and Kyberswap combined.
Indeed, it is now 10th largest DEX in all of DeFi.
The "Velodrome Model" is upending the DEX landscape.
👇
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so when are people going to see what Velodrome is becoming
wrote the playbook for getting any new project liquidity and attention by being pound for pound the best incentive + bizdev one-two
but now...
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This week I was reelected to Optimism's Grant Council. This season we have 5mm OP budgeted to grant to projects that will help Optimism win and move crypto forward
Reach out if you've got an idea—I'll help you put something together and find collaborators
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Hope everyone's clear that velo team have strong opinions about retro funding because we believe in it and in the Optimistic Vision
We wouldn't have shown up day 1 and refused to go elsewhere—despite mind-bending incentives to do so from other ecos—if we weren't principles-first
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it’s not just a better token model
it’s a better business model
we’re doing what people believed DeFi could do
While CT is busy lamenting how "bearish" everything is, the ETH DeFi landscape is being flipped on its head.
@base
is establishing itself the premiere place to trade the core pairs on Ethereum and
@AerodromeFi
has supplanted UniV3 as the primary volume driver.
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100 million of genuine value not ‘earned’ but DISTRIBUTED to veAERO voters
This is all fees generated from trades and incentives made to attract external capital
Aerodrome is providing a service that people want
to the tune of 100 million
$100 Million in Rewards Achieved ✈️
In less than a year since launch, Aerodrome has accumulated over $100 million in Total Rewards (trading fees and voting incentives), all of which have gone to veAERO voters.
History made, congrats pilots. 👨✈️🍾
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*taps the sign*
app that makes the most revenue in all of DeFi projecting out $1B/y & the chart looks like this
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this is literally the thing you fund, people
Not [ok not naming names]
Test in Prod is not passing the quorum for rPGF😢
As a core dev building OP Stack days & nights, it's a bit discouraging. Come on.
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almost every day there's something new out of OP
these programs are getting bigger and better—if you're reading this there's probably already something you can get paid for
if you're feeling burnt on crypto or unsure of what to do this summer, consider this a spiritual lifeline
Introducing: FOUNDATION MISSIONS
A request for proposals process to build core infrastructure for the Optimism Collective.
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first, the best place to swap what's already on this chain
then, the best place to swap what's on every chain
THEN, the best place to exchange anything, anywhere
with 100% of the value generated going not to intermediaries but to participants - users - people
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imagine thinking the difference is marketing
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velodrome and aerodrome are kind of under a perpetual fair launch
every new chain starts from zero and brings blue sky opportunity
every new epoch potentially flips the table on where the action is
and whatever team gets they’re locking anyway, so no team/vc overhang
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i think what's happening now on farcaster is genuinely the first time I've ever seen decentralized building work at parity with the sharpest teams
people need to be paying attention to this - it feels like escape velocity
some
@base
'd
@farcaster_xyz
frames in <48 hrs:
1. most viral cast -
@jj_ranalli
2. native ad unit -
@wojtekwtf
3. an onframe game -
@seangeng
4. song mint -
@singh_saihaj
5. generative art mint -
@bchow_art
6. faucet -
@haardikkk
7. a casino -
@jpren
what will you build?
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things moving so fast i never even posted this thing weve been working on
gonna lay out thoughts abt Velo/Aero and how they're much bigger than just reshaping DeFi—they're challenging old models of org design and stakeholdership
this could be a better way to do business, period
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I hope we've all learned something from RPGF3 and plan to spend some time digging into the mission requests at
There are a lot (I made 11), and there's predictably a big distribution in quality. How bout we spend the next two weeks making all of them good
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on alpha groups and their makeup:
almost everyone has an internal hierarchy of alpha groups / chats they’re in
they will freely take information from lower-priority groups to higher-priority ones, and they usually have a
#1
this isn’t always a problem but it’s good to note
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this is the kind of thing to be watching out for
where can we demonstrably beat legacy systems on cost and speed
find these and don’t let go
this is how we build
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and
@AerodromeFi
has the fuel, helping all these players win
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this is velo grindset basically - I could use this to describe everyone on our team
At
@coinbase
we call these Protocol Specialists. They're the most crypto native people at any company and can do almost anything; building products, closing deals, advising on strategy, writing comms, and publicly representing the company.
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this piece is *precisely* what drew
@VelodromeFi
, a protocol entirely bootstrapped without VCs (though with OP grants!), to build on
@optimismPBC
part of our mandate going forward is to support this ecosystem funding with incentives & grants of our own—already earmarked in docs
The best part about
@optimismPBC
's future governance is the amount of projects and useful stuff that will be built as a result of its funding
there're dozens of things that need building right now but aren't being built cuz the only way to source funds is through mercenary VCs
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Thrilled to be an inaugural reviewer for Superchain grants—and big gratitude to and respect for
@brichis_
for passing me the role despite winning more votes
And thanks for all the public support—this is something I work hard on and it's a great surprise it's being noticed
We're so back! Grants Council elections are complete and Season 6 officially kicks off June 27th. Meet your council members for this season:
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started publishing reviews of OP governance proposals as part of a shadow defi committee with some friends from synthetix and beethoven x—and
@TWlTTERGM
these proposals need more work but it's worth the effort to get them to another level—big $ at stake
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first they think you're a scam
then they think you'll fizzle out like all the others
then they think you're just clever promoters
then they think your stats are BS
then they think *Coinbase's* stats are BS
then, idk i stopped paying attention
still day one i guess
This is one of the most misleading metrics to analyse dexes. You’re offering the market too good of a price and they’re exploiting it since it is literally free money.
If your dex generates more volume than uni v3 eth<>usdc on ethereum, it is going to be >90% of volume you don’t
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okay i really like this
even offers credits for third party services like RPCs
make it unbelievably easy to launch here - that's it
🔴 BREAKING NEWS 🔴
The
@Optimism
Collective introduces the Superchain Developer Console.
The Superchain is the best place for app developers to build and scale their businesses, and we make it super-mega easy to accelerate development and lower overhead costs.
Get access 👇
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$180 million is so much money
Uniswap Labs 🦄📝
Funding raised: $180 million
Revenue generated: $50 million
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another one in support of the broader goal of making it easy to get your project up and running on optimism
Request for Grant (RFG) 5 is live!
The Council believes that Optimism benefits from a strong RPC network.
RFG 5 is designed to subsidize RPC node providers who provide services to Optimism grant recipients.
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kind of impressive that now that defi's actually making real steps to bring in real world yields (after two years of talking abt them), we don't need them anymore because everyone's max levered again
on that note, i am once again asking you to bring your stables over to Base
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this is a necessary step toward making application loads manageable and setting objective measures of impact—grant amounts are going to make a *lot* more sense now. couldn't be happier with this
builders, take note - optimism continues to be miles ahead
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All the fatalistic RPGF takes remind me of the fatalistic governance grant takes that existed before Optimism built the best grants system out there
Sure there’s work to do but I wouldn’t fade this program
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was really validating to get an RPGF grant for my project tracking how projects use their OP grants—i'm blown away. much appreciation to everyone who voted and for
@optimismFND
for taking a shot at RPGF
hope ppl use this example to try out stuff that could help the OP community
Huge news: the results of RetroPGF 2 are in! 🌞🌱
This experiment in retroactive public goods funding is driving growth of the Optimism ecosystem by allocating resources to the projects and people that have demonstrated positive impact.
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Doing eco grants doesn't have to be complicated
you fund in advance the stuff you want to work
you pay retro for what does work
otherwise you blow up the point of retro funding—even under budget constraints, which is *obviously* not the case with Optimism
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@douglaswburns
@KariLake
@realDonaldTrump
@BetoORourke
well she's def electrifying the youth as well as beto did
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EVERYBODY LIST YOUR SHITCOINS ON VELODROME, THE SOUTHERN DISTRICT OF NEW YORK SAID SO
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it’s five minutes and it gives you a much bigger picture view of where base is going than just basenames
watch it and you’re ahead of the curve
a quick overview of why i'm so excited about basenames
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lol at being mentioned along w these chads I just happened to be awake to share what we all knew
there are ~25 of us active in one of 26 partner protocols on one of many ecos to deploy
decentralization is a meme til it isn’t —now’s not the time for cynicism if u believe in defi
The
@VeDAO
team isn’t one I’d fade. Wait until the dust settles, but these guys have been legit AF.
@jack_anorak
@gabagooldoteth
&
@nickbtts
are some of the best. $solid $weve
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also for those watching
i'm no lawyer but did this just completely unlock potential for OP grants?
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@newsereum
@cobie
@VelodromeFi
and
@aerodromefi
check all these boxes and I bet the other answers here aren’t close in another important regard
shld be a daily reminder that Aerodrome is in the conversation to the tune of *more than Solana*
if your favorite influencer has somehow not joined the conversation
they're probably not in the conversation
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an always fun moment with VCs looking to get into the system – they'll ask for coins to OTC
we say the same thing every time – we don't have any to give, and we never will
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By the way, I'm running once again for Grant Council and will be voting on a number of other initiatives. If you like the work I've been doing, delegate your OP to me at (jackanorak.eth). Takes just a minute to do.
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this is dead on
Base is so far ahead of the game
we are in that period where everyone thinks base was just a short term szn and smart wallets flopped
whats going to happen is you will start to see consumer apps (like
@blackbird_xyz
) with smart wallets gain traction while CB turns up the marketing
base will be the consumer app
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8/ tl;dr: use velodrome's flywheel to essentially fair launch to veVELO voters and build capacity without token sales. an entirely new funding model.
and it could come as a standardized product that's easy to use
what if this is velodrome's launchpad?
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