kidponga
@kidponga
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exploring crypto again | prev: @iosgvc , @m31capital | my opinions are my own & aren't financial advice
Joined September 2017
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Seen this thrown around often.
@huddle01com
is a protocol not an application. ONE of the applications being a better version of zoom. Note I use the word better, and not decentralized. Have you used the application? It is smooth as butter, and so easy to use.
Good things take
Gm
@huddle01com
Do y'all wanna pivot to some other idea since no one sees a usecase of huddle?
>organized 2 day big conference
>got the legendary
@balajis
to give a talk
>balaji ser ended up using
@Zoom
Idk if there were any technical difficulties or issues to spin up a
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PRISM Protocol - The Story So Far: A 🧵
@prism_protocol
lets you split LUNA for yLUNA and pLUNA
There's about 3.5m
#LUNA
in the protocol. (~$350m)
~2.7m LUNA has been split into yLUNA and pLUNA
yLUNA is used to earn:
1. Staking yield (~9%)
2. PRISM rewards (~35% - 100%)
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Damn, the Bittensor $TAO application layer seems to be heating up.
Send it.
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@devaiahPB
Seems like an anomaly. “Being up 1CR” is only real when someone is willing to pay that much, right away. You will find this is not the case, vs real estate in say Dubai, where it is very very liquid. This isn’t a bubble, it’s bragging about notional value lol.
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@thetanmay
Oh this dude is going to get really mad when he realises crypto research happens on Twitter/Gitbook/Medium or a discord server rather than a DRHP on SEBI’s website.
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Been pretty bullish on Across Protocol for a while. Nice to see the market react positively.
The thesis is simple, nobody should care about bridging, most users will simply use abstracted away tech that will send them from A to B the fastest and at lowest cost. Across’ relayer
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@balajis
Something like an amalgamation of
@DuneAnalytics
(query any data for your own fundamentals) +
@tokenterminal
(basic fundamentals) +
@MessariCrypto
for better visualisation and an overall macro outlook.
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1/n
I enjoy liquid markets, as they represent venture style investing with the optionality to get creative while evaluating projects. Invest in tokens on the liquid market, both on a *thesis* as well as on *fundamentals*
Here's how, I'll use DeFi Derivatives as an example
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While exploring other solutions to the inscriptions trading challenge, I found
@inscribe_app
- aiming to simplify the buying, selling, and showcasing of these unique digital assets. It's initiatives like these that will pave the way for greater accessibility.
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Across has been at the forefront of intents based architecture- especially for interop within crypto.
It all started with a fundamental idea - focus on asset transfer and not really on cross chain messaging.
Big ups to
@hal2001
and the entire
@AcrossProtocol
team! This is
Most interoperability solutions rely on message passing for cross-chain transfers. This is extremely difficult to do quickly, affordably and securely.
What if there was another way?
1/ Introducing Across V3 ✨
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If you aren’t serially airdrop farming, looking at coins on chain, and simply buying coins on a CEX in the hope they go up- I don’t think crypto is for you.
Trade equities.
Pandora to $100k
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Tick tock - it’s $REZ time baby
Unreal to see first hand this evolve from an idea, to the monster that it is in the liquid restaking space today.
@RenzoProtocol
is an Ethereum and
@eigenlayer
ecosystem giant, make no mistake. Fastest growing LRT every single day from day 0,
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I like aggregators (like
@lifiprotocol
and
@SocketProtocol
) as a measure for *organic* volume among bridges in the space today.
Their users are:
-rarely incentive farming, they're bridging because they need to
-provided with a range of bridge options to choose from
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These social tokens (if launched fairly) are a way for people to speculate on the brand value of [whoever coin represents]. Tokenized brand value.
Better than social/celebrity NFT collections since they're not limited to 10k holders but can offer similar benefits to holders.
what do we think of these social tokens
two biggest ones we have currently are
@MrZackMorris
's coin &
@IGGYAZALEA
's coin, but expecting there to be more
expect them to trade just like memes, except more dependent on the individual's likability + popularity? honestly dunno
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While being so obviously financial by design,
@Polymarket
feels more like a buzzing, virtual, global times square.
It feels more social than financial, even though there isn’t an embedded social layer in the dapp itself.
Am I the only person that feels this way?
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Proud to be part of this team
IOSG in 2023: Year of Embracing
2023 has been a year of remarkable achievements and bold steps forward for IOSG Ventures.
We’ve strategically hosted 4 Old Friends Reunion events across Denver, Paris, Singapore, and Istanbul, with the participation of over 50 top-tier projects
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Ethereum and
@eigenlayer
together create a system of security for rollups and appchains that many will look back upon as obvious.
At
@IOSGVC
, we're bullish on Ethereum's value as a security layer, EigenLayer's value as a restaking hub, and we see
@RenzoProtocol
helping
1/ Renzo,
@eigenlayer
Liquid Restaking Hub, is proud to announce a $3.2M seed round led by
@Maven11Capital
with participation from
@FigmentCapital
@SevenXVentures
@IOSGVC
@bodhi_ventures
@OKX_Ventures
@0xMantleEco
@robotventures
@Papervc
@ProtagonistXYZ
@edessacap
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@NicolasFlamelX
one of the most undervalued tokens all things considered.
Copy pasta protocols all across chains - but only ONE cross-chain DEX that supports native swaps.
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Damn, ya'll really sent it higher.
TVL now ~$80M (not for long)
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Airdrops are the make it plays of this cycle for anyone sub $50k in total PF value
- core assets staked across protocols repeatedly earning you anywhere between 20% to 100% on your owned assets
- fresh liquidity fostering a risk appetite that will likely pay off over the next
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TVL on
@RenzoProtocol
now above $20M
Send it higher
the seeds of future security bootstrapping are being sowed. Restaking is definitely shaping up to be one of the most exciting experiments for this year - very keen to see how this plays out.
Key bit below, while LST caps are filled - native restaking has no caps. So while,
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@calebini
@RasterlyRock
@cburniske
Yes I agree, but let’s be honest, saying that there’s 0 employees and no office is kinda pushing it. I understand the point, but Coinbase will keep pushing the boundaries of innovation, without Uniswap Labs, the Uniswap protocol won’t and another protocol with employees will eat
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Shipping prowess unmatched.
Open communication by
@huddle01com
WEBINAR MODE!🎦
The
@huddle01com
team did something incredible the other day.
We had a webinar scheduled talking about Huddle01, and since we didn't have this mode, it was scheduled on Zoom.
But, the team shipped a completely new "webinar mode" product in less than 40 hours👏
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I am a horrible writer and wrote a blog that is just me larping about a few thoughts that I have had while looking back on the last three years of my life.
I hope they strike a chord though.
Good luck with life, and don’t dm me for crypto advice.
Here's a short thread.
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@theborklar
literally everyone in and around Ulsoor, Cooke Town knows about this. How is this a secret?
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Rushhhh to get yo Renzo points or this guy will come after you
LST deposits open at 9am PST!
To celebrate we’re introducing the Renzo Rush. Deposit $stETH and/or $wBETH on mainnet to receive a 100 points boost.
❯❯
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When I said I can’t keep up, I meant it.
Retake ezETH natively, on
@arbitrum
Welcome, the first cross-chain restaking integration on
@eigenlayer
Renzo, in collaboration with
@ConnextNetwork
are bringing cross-chain restaking to
@Arbitrum
Users will be able to seamlessly restake natively on
@Arbitrum
Follow Renzo for more information on launch details
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Real World Assets are one of the micro-narratives doing the cirlces.
With this belief that 2023 will see a lot of asset tokenization: betting on protocols that bring RWA on-chain could be a strong play.
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bros deploying their 80 $USDT into $USDC for the “easiest 10% you’ll ever make bro”
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volatility is good for
@GearboxProtocol
Nov 22: FTX Goes Down
Dec 22: Genesis FUD
Mar 23: Bank Runs and USDC Depeg
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Team is elite extra level top tier and backed by
@IOSGVC
@Maven11Capital
@BinanceLabs
They’re not here to participate, they’re here to win - the right way, the long way.
$2B FDV programmed.
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It’s been a tough couple of weeks.
Kudos, if you’re still around. My convictions:
1. DeFi and it’s full transparency will prevail.
2. Web3 Infrastructure will build the internet of tomorrow.
3. BTC to $1m
@M31Capital
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The most undervalued DePIN token has entered price discovery mode
$WIFI
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some founders look so far into the future, with such conviction, clarity, and focus that it gives you goosebumps.
No expected returns, no promised PMF - just a vision and a fixed trajectory to get there. No settling for less. We need more of these founders in crypto. Value will
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Proud to support founders like these and play a tiny part in this journey.
Excited to share that Huddle01 has raised $2.8M in Seed Round, led by
@HivemindCap
and participation from other notable funds and angels, taking our total raise to $4.5M 🙌
Now here’s how we plan to grow 🧵
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this China coin narrative has driven sufficient interest into $FIL (up almost 2x). Eventually people will look at other storage coins
$AR has serious fundamentals, strong partnerships and robust tech. Bullish
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once you use
@socketdottech
’s bungee - you ain’t using anything else.
didn’t think I could get more bullish 😂
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Send it
$FOLD
aped $FOLD
$23m ish FDV for a liquid staking protocol with MEV expertise + a based founder is cheap af imo
- have acquired 28,000 ETH for new liquid staking protocol
- will run isolated lending market with
@CreamdotFinance
- can provide highly competitive yields on ETH if
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Bullish the
@socketdottech
team.
I happened to luck my way into a conversation with
@khuranarishabh0
a few weeks ago.
“Everyone that is trying to solve for cross-chain use cases are doing it in different ways”
Bridges are like CDM’s in football - not shiny, but essential.
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Frax has been doing so much stuff, its easy to miss out on some of the innovation they've been pushing through. Although price has been down only (-88.6% from ATH), shipping has been up only, and I'm pretty bullish on
@fraxfinance
and FXS leading into the next bull run
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I’m going to enjoy saying “I told you so” in a few weeks.
@RenzoProtocol
gets me so bullish on crypto: clear vision, cutting out noise, first principles thinking. $1.9B in TVL, the most liquid LRT (yes, more liquid than
@ether_fi
), multiple L2 integrations and
@aave
incoming.
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for any RFQ/Intents based bridges, if solvers/relayers are not naturally attracted to your protocol, that means the orderflow isn't attractive enough and/or doesn't exist. Correct me if I'm wrong
@jaintanay_
Solvers are competing in an extremely high competitive environment -
Put up a proposal to use $5M from Synapse DAO to run an RFQ relayer.
Estimated to save and earn $4.43M over the next 12 months for the DAO:
- Save 2M $SYN in emissions due to RFQ's capital efficiency
- Generate $2.2M in net new fees
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20k users, hype around $degen and Web3 social, and I can't access any
@farcaster_xyz
clients.
Irrespective of what you read on CT (or on farcaster) - we are a while away from mass adoption, rollups, L2s, hardware optimised high TPS monolithic machines, whatever.
coin go up
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I met Munjal in SFO. I was just some kid from India, and there was no incentive for this guy to connect with me, or listen to anything I had to say.
There's people in life you need around you, and some you need to be around. Munjal is both.
h/t
@pythonhulk
@prasad_kaavya
Who is Munjal? I realized it is very hard to give a clear background of what I do. So I finally caved to
@PareenL
's request and put this on record.
Its uncensored, raw and openly vulnerable.
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Trade whatever coins you want - memecoins, shitcoins, ai coins, narrative coins, revenue earning coins, coins based on fundamental reasoning - but be honest about why.
Coins will go up, enjoy the profits.
Don’t attach a pseudo rational to a coin that doesn’t need one. Be
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Big ups
@ranjan3118
@Susmit_Lavania
and team. At its core, Huddle empowers open communication. This is web3.
Such a BIG DAY for us!
@MessariCrypto
quarterly Livestream with
@Livepeer
is powered by
@huddle01com
.
Mainstream adoption of web3 apps is here.
Building an iconic product has been our mission from day 1 and glad to see we're reaching there.
Massive ups to the dev team!
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Mighty impressed with
@OlympusDAO
over the last few weeks.
- Protocol Owned liquidity- $350m.
- $OHM TVL - $2.1 billion.
- $OHM-
@TokenReactor
activated.
- Seems like a great hedge against market dips so far, sharp bouncebacks in price after a drop too.
Probably nothing.
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The more and more I use GPT-4 (trained across a foundation model), the more I realise I will want models that are specific. It can do the general stuff, but who’s doing the specialist stuff, and who’s convincing a specialist with that kinda inference?
@bittensor_
@gensynai
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Got a chance to meet Chris and pick his brain on the next few years in crypto.
- Regulation is coming and it will be a net positive
- hedge funds are coming and it will be a net positive
- permissioned vs Permissionless crypto (one more expensive factoring cost of compliance,
A handful of layer-1s will remain foundational, with their cryptoasset's a type of super-money, while the rest lacking differentiation or scale will commoditize into rollups, collapsing valuations as people grok the minimalness of their txn fees.
Infra booms, then commoditizes.
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Arbitrum just announced their native token, $ARB: with ~1.16 billion tokens set to be airdropped to users on the 23rd of March 2023.
Ah, free money.
How will the market react wen token goes live? Read on.
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The RWA Thesis is alive and well!
RWA TVL has crossed $3B and ironically, USTs are bringing back yields (onchain).
There's over $650M of tokenized USTs yielding over 5%
$MPL $CFG $MKR $FXS
Real World Assets are one of the micro-narratives doing the cirlces.
With this belief that 2023 will see a lot of asset tokenization: betting on protocols that bring RWA on-chain could be a strong play.
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aped $FOLD
$23m ish FDV for a liquid staking protocol with MEV expertise + a based founder is cheap af imo
- have acquired 28,000 ETH for new liquid staking protocol
- will run isolated lending market with
@CreamdotFinance
- can provide highly competitive yields on ETH if
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What’s the best bridge in crypto?
A bridge that focuses on what users want the most:
- speed
- cost
- trust
@AcrossProtocol
$ACX
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The easiest way to get access to EL points, not worry about EL staking caps, not give up ETH native yield, AND eventually earn AVS rewards
30 seconds to go from ETH to ezETH
@RenzoProtocol
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Nah, I’d rather be rate limited than go to threads to see my friends Instagram stories now transformed into poorly articulated opinions they didn’t need to share
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Given that users are bridge agnostic, they just want want high speed and/or low cost transfers,
@AcrossProtocol
stats make sense:
- overall of ~33% of total agg bridge volume
- consistent and growing avg of ~50% volume share on LiFi and Bungee
$ACX among my favourite
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FTX went from $32bn val to $1 in one day.
Alameda’s profit machine has gone bust.
Who would’ve fucking thought.
I love crypto.
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- build L2 for Arweave, help it scale (core demand itself is the need for Arweave)
- Bundlr (now Irys) handles ~90% of total txs for Arweave, and that number continues to go up today (value primarily driven to Arweave, not L2) - (Arweave demand + Bundlr convenience)
- Irys to
Fun weekend dealing with Sam's threat of lawsuits against the middleware that powers 90% of Arweave network. Imagine Vitalik suing an L2. Scurred!
$IRYS soon come
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Remember, accommodating demand is a great problem to have: it implies demand exists in the first place.
With DePIN, the incentives help you accelerate the supply side much faster than with traditional networks.
Networks don't need to worry about losing *future* users due to
Talked about DePIN (decentralized physical infrastructure networks) and how
@huddle01com
is democratizing real-time communications and WebRTC by taking a demand first approach.
This is one of the best podcast I’ve been to. Thank you Hitesh for asking such contextual and
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@twobitidiot
- does it solve a critical problem within crypto? (If no, does it aid some)
- Whitepaper + tech docs
- Tokenomics (is it marketing or is there real value) + Token distribution and vesting
- verify token distribution on-chain
- what do emissions look like? Are they needed?
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What a protocol, what a team. Arweave data costs are down 80% over the last year too!
Data permanence, on Arweave. Happy 4 years!
The Arweave network is 4 years old today 🎂
Growth this year has been incredible. The network processes 50.15x (!) more TXs per month than a year ago 🚀
Thank you to Arweavers everywhere for yet another amazing year!
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IOSG's AI Summit is so good NVIDIA will probably feel bad
We're honored to welcome
@drjonessf
COO of
@OTOY
@rendernetwork
, to the
#OFR
Dubai - Singularity: AI x Crypto Convergence on Apr 17!
🎟️ Get your tickets here:
Trevor will shine a light on the GPU Networks panel, exploring how
#RENDERNetwork
is
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If you’re in deep tech, consider building in crypto.
If you’re in AI, pivot to crypto.
If you’re in a “founders office”, pls don’t pivot to crypto.
If you’re in investment banking, pls don’t pivot to crypto.
If you’re in consulting, pls don’t pivot to crypto.
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The Urge to Merge. Just facts. ETH will probably dump. The merge might catalyse a bull run. Who tf knows?
Here’s what we DO know
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Won’t stop
$3.00B TVL 🔥
An incredible milestone for the $ezETH community & more to come. ♾ infinite sum games
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