David’s Anecdote

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Mumble about crypto, governance, life, and mediocre things https://twitter.com/davidwithbull
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2 months, 1 week ago
I was asking “why game need …

I was asking “why game need crypto” and Scott’s answer was something that I haven’t thought about it.

“its the same as

why does game need mobile, internet, computer, console, etc

whatever medium has an audience, games will contort to it and find a character unique to the medium

game is similar to fashion, art, and movie in this way. its not rlly in the biz of solving problems”

https://x.com/smsunarto/status/1845359369015415098

2 months, 1 week ago
Very well structured research on restaking …

Very well structured research on restaking by Four Pillars.

https://4pillars.io/en/articles/restaking-stack-restaking-series-1

I have few thoughts to share on this (will write it during the weekend).

*Restaking was just narrative until this year, but it will definitely be new / proven form of business model / incentive structure starting next year as actual use case of shared security will start rolling out.

3 months, 1 week ago

“What Happens When Every Token Gets Restaked?”

https://x.com/ManoppoMarco/status/1833550785063596188

- Rollup wants liquidity, Users want more yield, Devs want tokens -> It goes beyond just economic security game but rather incentive alingment game
- The next chapter of restaking will be how all these AVS will make enough money to keep the supply side of restaking

6 months, 2 weeks ago

Notes on Consumer Crypto | June 7, 2024

https://paragraph.xyz/@joshcrnls.eth/june-7

paragraph.xyz

Notes on Consumer Crypto | June 7, 2024

Floor, crypto social, token-market fit, polymarket, notcoin, software creators, and more.

6 months, 3 weeks ago

Avail raised total of $75M.

https://x.com/AvailProject/status/1797978214284808610

The narrative like Nexus / Fusion layer totally boostrapped their market position beyond just DA Layer to Unification Layer.

7 months ago

Decentralizing Monopolistic Power in DeFi

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4831572

Ssrn

Decentralizing Monopolistic Power in DeFi

While many applaud the transparency the blockchain technology provides, there is a movement on Ethereum toward private orderflow, where some transactions are ke

7 months, 4 weeks ago

Story of Awa from Anoma.

It’s inspiring so recommend to read it through ?

https://x.com/awasunyin/status/1779831084374770001

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awa (@awasunyin) on X

i went through a rollercoaster of emotions while writing anoma's founding story i dedicate this to anyone who joined this space because of its initial ethos i hope that this can cheer you up when you feel like things are straying away from its path ht…

8 months ago

Blob Space Derivative by Tamara

https://x.com/tamarajtran/status/1783599289983463668

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tamaratran.eth (@tamarajtran) on X

1/ Blobs unlock unprecedented scaling for L2s, but have huge gas spikes and price volatility. They lack financialization like hedging and fractionalization. I've just quit my job at Apple to build blobspace derivatives & contribute to the ETH ecosystem:…

8 months ago

How do we define soverignty for rollups?

https://x.com/davidwithbull/status/1783671578116661417

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David | Rádius (@davidwithbull) on X

How do we define "sovereignty" for rollups?

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Last updated 3 months ago

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Last updated 3 days, 5 hours ago