Muhammad Yusuf
@yusufxzy
Followers
1,740
Following
5,435
Media
28
Statuses
496
A network of light, each soul a node, humans, trees and stars, distributed in harmony. Research @Delphi_digital | 🇵🇸 🍉
Joined September 2021
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Quick career update
Excited to be joining
@Delphi_Digital
as a Research Analyst working with the infrastructure team.
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Privacy Enabling Tech (ZK, MPC, FHE, TEE) may have more or less the same goal but each of them has a differentiated approach to privacy with its own set of ideal use cases and limitations.
ZKPs enable single-user privacy without data disclosure. MPC relies on collective trust
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1/I spent the last few weeks diving into dark pools. Here's a deep dive
Since 2011, Tradfi Dark Pools have paid out over $340M in penalties for mishandling confidential trade information
The future of crypto dark pools is trustless privacy and many projects are working on it.
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1/ ORU teams are shipping permissionless fraud proving mechanism but going from permissioned to permissionless opens up the network to several attack vectors. ORUs hold close to $30B that could be at risk
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5/ I dive into the inner workings of dark pools like
@renegade_fi
and
@portalgateme
and also look at how privacy infra providers like
@RAILGUN_Project
,
@penumbrazone
, and
@ZKPanther
enable private txns with the use of ZKPs and Privacy Enhancing Technologies like FHE and MPC.
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Keeping it in the txn supply-chain
More on these entanglements in the Delphi Year Ahead Infrastructure report -
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3/ Here's a dive into different fraud proving mechanisms such as Arbitrum’s BoLD, Optimism, Fuel and Cartesi, and how they model for delay, economic and censorship attacks.
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@tarunchitra
's new paper dropped 🍿- An Analysis of Intent-Based Markets
This paper looks at congestion costs, i.e., costs incurred by solvers based on the number of solvers entering the competition in a given market and how that may affect the welfare of that market
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2/ This is because you would no longer have a central entity whitelisting the network of proposers. It is now open season on Optimistic land. Anyone can set up a stake and start posting L2 state assertions.
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2/ Privacy is a silent but growing concern in defi. People don’t mind showing their faces on social media and expressing opinions but when it comes to “putting money where the mouth is” most people prefer to do it privately. This is the case for both institutions and individuals.
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As a part of the Data Alchemist program, I've created a dashboard on
@opensea
's performance on
@0xPolygon
mainnet.
Covering
@opensea
's Reach, Retention, Revenue in the following thread below.
Created using
@Covalent_HQ
's platform, Increment. 1/11
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Research/Content Writing role at a high growth crypto start-up backed by VCs, Angels.
Role is Onsite in Bangalore.
DM if you are interested for more details.
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3/ Dark Pools have existed since the late ‘60s and make up ~14% of US trade Volume. While they’ve been a tool of great convenience, dark pools are not free of trust issues. An operator can leak confidential order information to others who trade against its customers for profit.
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I try and live by this formula where x(n) birds n stones, and x > n
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4/ In crypto, truly private dark pools don’t have to trust an operator. Beyond privacy, dark pools also reduce the price impact large trades may have on markets. Issues like front-running, copy-trading, and wallet tracking are solved if not minimized.
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6/ To learn more about how dark pools and privacy-focused projects enable private transactions on inherently transparent blockchains, dive into dark pools here:
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My last project at
@CryptoSapiens_
(
@banklessDAO
),
@dwr
from
@farcaster_xyz
on the podcast, now live.
⏪
#ICYMI
our 🔥 episode with
@dwr
co founder of
@farcaster_xyz
&
@humptycalderon
🎧 Listen here.
#eth
#deso
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I know not to where these moments lead
but with each passing
I am closer
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Thank you for reading through. Feedback welcomed
Started off without knowing any SQL and now I've been getting comfortable working with SQL & blockchain data. All thanks to
@Covalent_HQ
,
@Luke_Harriman
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@akshayjain865
@Dul_dul
@officialmudrex
@TapzoApp
@DeutscheBank
These are all awesome defi folks. Additionally, you should check out
@archismandas
of
@brew_defi
,
@Harshita_125
of
@TimeswapLabs
and
@bhoga
of
@Defy_Club
as well
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No, institutions may not buy your fav memecoin, but for adoption at scale, privacy is a prerequisite. It didn't take
@ArkhamIntel
too long to figure out all 10 institutional BTC ETF addresses as they went live.
You have no idea what these bad boys have
ALL 10 BTC ETFS NOW ON ARKHAM
On-chain addresses for the Invesco, Valkyrie, and ARK Spot BTC ETFs are now on Arkham.
We are the first to identify all 10 BTC Spot ETFs.
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Should be fun. Who else is going?
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@0xBalloonLover
Tragedy will force reality on to this world and Ethereum will emerge from the rubbles of ephemeral chains
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@0xJim
Sui
BREAKING :
@Mysten_Labs
announce Walrus Devnet. Walrus is a decentralized storage and DA protocol for all chains partially powered by
#Sui
. Walrus enables you to build DA for rollups and store Exabytes of data sharded over hundreds and thousands of globally decentralized nodes.
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Reach metrics cover a project's user inflow, transactions, growth.
The chart below shows monthly number of buyers (takers), sellers (makers) on Opensea on polygon
A steady decline since Jan 22 is seen after which it furthers down in Sep 22 due to overall bearish sentiments 2/11
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@Ariiellus
@arbitrum
@API3DAO
Maybe you are referring to CEX-DEX Arb?
Liquidations exist on L2 lending protocols but there was no way for protocols to recapture that value. It is now possible with oracle or 3rd party held auctions.
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@katalunia030
@MegLister
@briandotmchale
@0xtruong
@kevincharm
@logonaut
@0xbagelface
@WPeaster
@clockwrkburgndy
@OnlyWailoaloa
@rehashweb3
Thanks for organising 🙏
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Opensea charges 2.5% on the sale of NFTs. The charts below show volume of NFT sales on Opensea Polygon along with the fee earned. 7/11
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@vdomendra
@akshayjain865
@biconomy
@solana
@opengsn
@OpenZeppelin
Matcha has a gasless trading functionality -
Here's to read on how Decentraland improved UX and saved a ton -
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I'm hiring just anyone.
Team will just be you. No PMs or meetings. Plan is to let you do your current job.
$0 cash + you give me 50% of your regular earnings.
IST timezone. DM if interested.
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@pumpernikhil
@curiouscatwang
@evanbfish
@vikramcantsingh
@PortalVentures
Financialization and gaming are quite the centre pieces of crypto. There are other areas that haven't picked off yet such as DeSco. A core theme across these segments is identity. Crypto enables all of these utilities as a result of ownership.
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@eawosikaa
@0xMert_
I wonder if Move being rust based makes it easier to onboard web2 rust developers to Sui/Aptos. Does it help them learn and use Move at a faster pace?
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L1s, L2s or any protocol engaging community with quests.
Sus or sustainable?
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@jordanmmck
Correct. There is a trust element. If a builder unbundles, they lose trust and reputation, losing out on future order flow.
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Number of Sales by Collection records sales across top NFT collections on Opensea - Polygon.
Opensea Collections, Opensea Storefront (orange) are collections owned by various creators but are deployed addresses by Opensea. Hence most sales come under the two collections. 3/11
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@ntkris
@akshayjain865
@epnsproject
@harshrajat
@Riijo
@epnsproject
has a simple chrome extension. You can download the extension, sign in with your wallet and you will receive notifications if you have opted to receive notifications from your dapps. You can choose to optin on
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Revenue (USD) Per User on Opensea - Polygon in 2022 peaked in March with $0.5 per user and since has been on a decline
8/11
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@DarkDotFail
I think now we can move beyond just privacy coins for privacy because some protocols have expanded their shielded set to include other tokens as well.
We have a couple of Crypto dark pool protocols that are in development. I've covered them and other Privacy defi protocols here
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@wycfwycf
@chrisliambender
@renegade_fi
Correct me if I'm wrong but with Renegade, optimizations are made for execution price more than speed?
And if a user wants faster execution, they can choose to disclose certain details of the order such as ticker/quantity.
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The chart below shows Opensea's user market share compared to all NFT marketplaces on polygon.
We can see a decline in user marketshare given the adoption of other marketplaces such as Aavagotchi, Playdapp, NFTrade, Tofunft and more. 4/11
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It's actually happening :D
Surprise!
Uncommon Core is back, and it's all-new.
Excited to explore the technology & incentives that make public blockchains work w/ my new co-host,
@jon_charb
.
Special focus will be on MEV, blockchain security, and the rollup ecosystem
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@wycfwycf
@chrisliambender
@renegade_fi
Indeed. I've looked a couple of designs and each of them are so differentiated, make different trade offs. Can't wait for them to go live. Lots of work to be done for sure.
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In Q1 2022. around %19-16 of sales volume on Opensea on Polygon was from whales. This percentage has been in decline with the overall volume.
9/11
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Ways to increase retention
- Partner with creators/collections whose NFTs bring more utility
- Improve user experience with better security and smoother interface
- Improved creator/seller vetting
- Making it highly inconvenient for wash traders
11/11
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@Ariiellus
@arbitrum
@API3DAO
There's also DEX-DEX arbitrage on L2s. Given that Arbitrum follows FCFS, searchers could mostly compete on latency. Here with bundling made available, searchers can get creative with their bundles, like they do on L1.
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@Elegy4TheArctic
Indeed. They tie into one another. MEV capture goes through validators, which become rewards for stakers on liquid staking protocols that will soon be powered by DVT.
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These charts measure seller and buyer volume across all NFT marketplaces on Polygon.
Opensea and Aavagotchi are observed to have most of the seller and buyer volume on Polygon. 5/11
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These charts measure buyer and seller retention, and monthly number of new users on Opensea - Polygon.
Apart from the decline in the inflow of new users, most buyers and sellers are not retained beyond 4 months. 6/11
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@MaanavKhaitan
Hi Maanav, would like to chat about Warp with you. (This is me sending you a DM request because I don't have twitter blue)
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On/off ramp game changing for India right here
1) 📢 .
@stripe
processed $800B in payments in 2022 and expects to process $1 TRILLION in 2023. This fintech giant has made a significant stride towards global adoption of crypto with the launch of their crypto on/off ramp for US-based businesses. But what about constrained yet
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@hdevalence
Not too many in production atm. Railgun is live. A couple of them in development.
@ZKPanther
@namada
@AleoHQ
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