mechanove.eth (※,※)
@manuechanove
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Payments, Stablecoins and RWAs at @0xPolygon | @Google @McKinsey alumni
Madrid
Joined July 2011
AggLayer crash-course: everything you need to know on our Aggregated Blockchain Thesis: why, how, when and who. We've got you covered! DMs are open if interested in knowing more/buidl on the AggLayer. LF(a)GG.
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@DefiIgnas @0xfluid The winner is not just a bridge. The winner is more than that. Study @Agglayer 😊🤓🫡
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Ser TVL does not tell the whole story. TVL is not activity. You need to look more onto active users, real on-chain activity, velocity of money. (And please please don’t compare @0xPolygon with those ghost chains…it’s still a top7 chain in terms of active on-chain users; like it or not 🤓)
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@Smokey_titan @_kaitoai Why would retail (non-yappers mainly) buy that token and help it keep its price? Or how is Kaito thinking about maintaining (and growing) its valuation post TGE? 🤓
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@InLuvWScience Ser TVL and valuation are not necessarily correlated. It’s one factor/metric more to consider; but users, fees, defi loops/activity is what matters. Liquidity is not revenue; TVL is no token demand; incentives also distort the picture (a lot).
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@0xBreadguy Sharing a comeback to network fundamentals as a means for token/projects valuation 🫢🤝
No one is using @0xPolygon but the network is currently handling 100M monthly Txs? Please someone explain this to me 🤯 Network fundamentals will drive value (and valuations) in the long term. That’s the game we’re playing at @0xPolygon 💡 Bullish.
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Aggregate liquidity. Share chain state. Keep the best UX. Only Possible On @Agglayer 🤓
Scaling isn’t just about adding blockspace. It’s about preserving liquidity, state, and user experience.
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