GM ＞|＜
@0xsudogm
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@dragonfly_xyz >|< middle of the bell curve Ex: @chainlink | @cornell @initc3org
Joined September 2017
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Last Seen Profiles
Pinned Tweet
Excited to released the AMM Test: a no BS Look at L1 Performance, joint work with
@hosseeb
If you are also fed up with all the ridiculous TPS claims flying around, read on!👇
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gmonday
need a challenge to get back to regular cardio
For each Nad who joined
@monad_xyz
's discord in 2022, I'll shave 5s off from my 5k PB (21:46)
post your screenshot, we go gym
@JohnWRichKid
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Beyond excited to see the work from the incredibly talented team
@aklamun
@ljfgudgeon
@sschuldenzucker
come into fruition. Still remember the days when it was only a research idea and a paper.
Onwards and upwards🫡
The Gyroscope stablecoin GYD is now live.
3+ years in the making, GYD introduces fundamental stablecoin innovations that put risk control on autopilot.
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Today, EVM is absolutely dominant, accounting for over 97% of all TVL.
However, most innovations have been focused on scaling through either new consensus or data availability.
Monad is helping decentralization scale by fundamentally optimizing the EVM:
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Wake up,
See a VC dinner invite,
The place is called "Run",
Wat do?
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Socean is one of the most thoughtful teams when it comes to mechanism design👀
- Socean streams: Liquidity purchase instead of liquidity mining
- Rising tide: Protocol revenue directly injected into the private SOCN-USDC pool
(🌊,🌊)
Introducing Socean's governance token SOCN and our tokenomics 👇
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As a longtime listener, I'm thrilled to join
@mablejiang
on this week's HODLong!
Tune in as we delve into:
- My crypto engineering & investing journey
- Uniting East-West crypto (perfect timing during HK Web3 Week and amidst HK's bullish policy)
- and exciting applications
👇
Found some time in between meetings to tweet this: here goes the latest episode of HODLong ft.
@0xsudogm
! It’s def a pleasure of mine to have this insightful long time friend on :)
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Kaito is literally the caveman discovering fire moment of crypto degen mindshare debates
@farcaster_xyz
stormed CT this weekend - mindshare already getting close to first wave of
@friendtech
last summer (interestingly, that was also over a weekend)
Will report back in a week if this 2x or -50% 🫡
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@monad_xyz
knows Wednesday morning is the optimal time of the week to read technical docs☕️
are ya reading anon?
Presenting the most performant EVM architecture to date.
Monad docs are now live:
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Tired of sifting through tweets, Discord chats, podcasts, and governance forums to search for info in crypto?
What if you could ask complex questions like "What happened to NFT royalties after the $BLUR airdrop?" and get highly curated answers?
@_kaitoai
makes it possible
Kaito is thrilled to announce a $5.3 million funding round led by
@dragonfly_xyz
. We've partnered with some of the most respected institutions, researchers and AI engineers in the world to build a ChatGPT-powered crypto search engine that is now available for trial.
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if you ever wonder what crypto twitter with god mode enabled feels like, that's
@_kaitoai
for ya
Kaito's mindshare metrics are pretty cool, I've discussed the use of a product like this to measure the efficacy of growth initiative activations via social graphs etc
looks like the tech is improving
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No more fluff
In stone cold metrics we trust
@_kaitoai
Market is ripping. Trend is set. Let me write a few things about
@_kaitoai
In less than 2 months, we grew our ARR by 6x based on word of mouth (we’re forever grateful). Live only since Q4, we’ve now amassed the largest revenue for any AI companies in crypto as far as we know…
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The first time I met
@Punk9277
, his vision has always been to democratize information access in crypto.
@_kaitoai
’s paid subscription has proven effective in getting the product into the hands of early adopters.
Now that we’ve seen how powerful it is, it’s time to push the…
Introducing OpenKaito -
At Kaito, our mission has always been to democratize information access in crypto. Since our launch in Q4, we’ve quickly grown to become one of the fastest growing AI companies in the space, solving real pain points and pushing the boundary of what AI…
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"rotatoooooors... assemble"
@_kaitoai
We indexed and analyzed the whole of CT through-cycle and this is what we found -
A mega view on narrative rotation and where we are right now (data by
@_kaitoai
)
First, let’s take a brief moment to recap on 2023:
- AI was the clear dominant narrative (30-50% mindshare for most…
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For the builders who've won battles in the world’s largest and most competitive mobile gaming market, there really is no alternative but to go aboard, and go Web3
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6/ Upon first glance the number looked low, so we wanted to verify that our understanding was broadly correct by spamming the Solana devnet
And this was a really fun trip!🚵♂️ so I documented the details in the following trip report:
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I was just adding uniswap v3 core to my
@paperpile
to start reading and it parsed the whitepaper's metadata as
@GuilleAngeris
and
@tarunchitra
's CFMM paper🤣
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9/ None of this would have been possible without the help from our good friends
@terorie_dev
and Vlad Bukovsky from
@BlockdaemonHQ
And the big brain comments and feedback from
@buffalu__
@alex_kroeger
@sxysun1
@tomhschmidt
@nanspr0
!🤗
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Here we go! Beyond thrilled to be supporting
@myshell_ai
🤖
Every convo with
@ethan_myshell
always indulges my curiosity with a wealth of AI knowledge, making me more excited about MyShell's vision to bring Crypto x AI apps to millions.
Can't wait to see how MyShell redefines…
We're excited to announce that MyShell has raised a $11M Series Pre-A led by
@dragonfly_xyz
, bringing our total capital raised to $17M.
MyShell is building the AI consumer layer, empowering users to build, share, and own AI agents.
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2/ Since the 2017 days, L1s have been touting how much more TPS they can process than Ethereum
Unfortunately, these TPS numbers are of simple value transfers, which ofc produces big numbers🤦♂️
But no L1 is actually bottlenecked on transfers like this
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See you guys in HK next week🫡
Aptos DeFi goes hard. A sneak peek at the gigabrains speaking at
#AptosDeFiDays
next week 👀
@0xsudogm
(Partner
@dragonfly_xyz
)
@Henriquecentiei
(Sr Research
@HashKey_Capital
)
@Cptn3mox
(Sr Associate
@hashed_official
)
@0xJHan
(Head of BD/Partnerships
@TheTieIO
)
@StaniKulechov
…
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Incredibly fortunate to have met
@keoneHD
@_jhunsaker
@0x_eunice
in 2022 and got the chance to back and support the amazing team at
@monad_xyz
. Beyond excited for what’s to come!
gmonad 💜
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gm anons!
Let us know what you're building! DMs open🙌
Gm anons!
We're launching Dragonfly Fund III, a $650M crypto venture fund—our largest fund ever.
With this new fund, we'll be be backing founders all across their lifecycle in crypto.
Excited to be a small part of the next chapter of this industry.
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3/ So a more sensible thing to fo is to benchmark L1s by how many Uniswap v2-stype AMM trades per second it can clear. This is by no means perfect🤷♂️, but it reflects real-world usage patterns
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In times of market euphoria, grab yourself a
@_kaitoai
subscription, get smarter while your wallet's thicker, and thank me later🫡
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Everyone knows how mindshare and narrative can drive prices in this market, but abstracting this systematically, quantitatively, and with high precision is at the heart of the puzzle. Once you crack that, alphas are surfaced - the $PENDLE example below shows exactly this.
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If only I knew WHAT to do 👀
Today, we are starting to roll out beta test access to our 35,000 waitlisted users, marking the birth of the industry's first LLM-based crypto search engine, 'WHAT', 15 months after the initial inception of Kaito AI.
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🐐🐐🐐
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I know everyone in HK is probably at Faye partying rn but in case you wanna tune into some Web3 Gaming content tmr👇
🔥Panel Spotlight at SEVENX NEW TRENDS SUMMIT | Web3 Game: The Next Big Thing 🇭🇰
@festival_web3
🎮Join us and explore the web3 game realm from VC perspectives.
RSVP➡️
Meet our esteemed panelists:
💡
@0xsudogm
Partner of
@dragonfly_xyz
💡
@Jennyqcheng
…
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Always cite data from
@DuneAnalytics
folks🫡
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We are beyond excited to be backing the stellar team of
@keoneHD
@_jhunsaker
@0x_eunice
!
If working on some of the most exciting challenges in crypto sounds like your cup of tea, also check out Monad's openings!
Gmonad lads💜💜
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This post is simply packed with profound arguments..
I suck at making predictions but, I'm convinced that in the future, this period of time will be remembered as a time of great debates
Boy do I love to someone prove/disprove the PoW fairness and MEV impossibility conjecture
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Best way to spend your weekend:
Dragonfly CTF 🎁
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👇 A must read and clears up a common misconception
Note that when you re-try the second time it's guaranteed to succeed because you've already executed the previous txs up to that point.
One helpful mental model is to think of it as one core is always doing work sequentially,…
Parallel Execution and Common Dependencies
The most common question we get asked regarding optimistic parallel execution is "what happens if the transactions have sequential dependencies? Won't that degrade into serial execution in the worst case?"
The answer is: yes, but it's…
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@clesaege
from
@Kleros_io
also left a comment there explaining this. If you want to get a basic understanding of providing/withdrawing liquidity, this blog post by
@zambianastro
seems like a good starting point:
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Huge congrats
@snarkyzk
on the series A! 🎉
Folks, check out
@opyn_
and their openings if you are interested:
We are growing fast. We want people who are hungry to build the best financial system ever:
If building an inclusive, fair, transparent financial system sounds like a vibe, we'd love to chat!
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LFG ☁️
Next steps on Sanctum's LFG candidacy
A big thank you to the
@JupiterExchange
community for supporting
@sanctumso
's candidacy. I look forward to working with the Jupiter and Sanctum communities to launch our token together.
I have previously promised to work together with you…
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bull market pitches literally be like
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Exciting news from Flashbots!
Today, we're happy to share our code and key learnings on running Geth inside SGX with the community.
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Oh WOW this is amazing!! Historical mempool data have been so hard to get access to
Thanks so much for sharing this Chris! 🫶
Looking for mempool transactions (with signature and all)?
Here you go 🫶⚡️🤖
(complete dataset since 2023-08-08, sources include Alchemy, A-Pool, Bloxroute, Infura and local geth node).
Example daily stats:
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"...and a few Fault Tolerance techniques we are using in our system..."
gripto bro: "Oh so there is a token?"
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Mark your cal for the Dragonfly CTF folks! ⛳️
Get ready to capture the flag ⛳️
Introducing Puzzlebox.sol, an EVM puzzle written by Dragonfly's own
@merklejerk
🔗
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AMAZING! Thanks so much
@NoahZinsmeister
for sharing this!!
One thing that's long been on my wish list is for builders+auditors to livestream or just even share more so that we can learn from the thought process and design decisions better. Not to mention the security benefits!
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Pipelined execution: an intelligent scheduler makes sure that transactions running in parallel don’t compete with each other for resources. For instance, minting an NFT, depositing into Aave, and swapping on a Uniswap pool are orthogonal transactions that could be parallelized.
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Combining Kaito's powerful AI engine with Large Language Models like GPT-3, you can get answers to complex questions like "What are the facts and opinions around ETH Shanghai?"
Plus, you will be able to source-trace where the info came from thanks to Kaito's extensive database.
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@vaibhavchellani
@hagaetc
@ObadiaAlex
Try dune on Solana, so good👌can query log msgs; historical price of Orca trades for all pairs etc..
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This video by
@epheph
is one of the best beginner resources out there for those who don't want to read papers and simply want to see front-running in action. Go follow
@phildaian
@tzhen
@thegostep
@ObadiaAlex
et al. and the Flashbots org!
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Delighted to support the incredibly talented team behind
@0xMJM
building a Web3 Mahjong theme park 🀄
I'm particularly excited to see how crypto primitives can add a brand new strategic dimension to the game of Mahjong. If you love strategy games, you don't want to miss out
Thrilled to announce
@dragonfly_xyz
lead investment in
#MahjongMeta
!🎉
As a global crypto investment firm, Dragonfly's support will drive our growth and innovation in the web3 gaming space.
Together, we're shaping the future of gaming
👉Read our article:
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4/ Since EVM chains use the same gas model, let's just compare them by looking at gas per second throughput, and here's our results📊
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A friend freaked out and asked me what happened to , and I explained that this is expected behavior:
@AugurProject
announced ~5:58 PM and liquidity was withdrawn immediately. Otherwise people would have sold their worthless "No" ERC1155 tokens.
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@monad_xyz
is building a new EVM-equivalent layer-1 blockchain with significant improvements on all fronts, and most notably: execution
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In
@CryptoKoryo
's dash, each narrative is an index with the top 5 names equally weighted. Helpful for tracking past perf if you update accurately.
@_kaitoai
mindshare is very different: simply the social dominance: "how much are ppl talking about it". Nothing to do with prices.
People often ask me whether it's better to track narrative rotations using the legendary dune dashboard by
@CryptoKoryo
, or our AI engine at
@_kaitoai
.
My answer is you should always understand the differences in methodology and the nuances.
@CryptoKoryo
assigns a basket of…
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Chatting about L1 performance and decentralization with
@aeyakovenko
and
@hosseeb
at 10et 7pt!🎙️
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👀
We're excited to announce the lineup for the Summit kicking off tomorrow as part of
#HackMoney2021
!
Join us at 11:30AM ET for an afternoon of panel discussions all focused on the topic of MEV.
Register now:
Thread
👇
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unified liquidity layer to power ∞ LSTs on Solana
@sanctumso
☁️
Jupiter has integrated
@sanctumso
's new LSTs! You can now trade bonkSOL, DriftSOL and many more throughout all of Solana.
Thanks to Sanctum, these trades tap into unified LST liquidity, giving you better prices.
Jupiter is happy to drive the infinite LST future with Sanctum!
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5/ We weren't satisfied with just doing this simple back-of-envelope exercise for EVM chains, we wanted to find out how one of the most popular non-EVM chains: Solana performs:
Orca trades per second: 273.34
(Block time: 590ms)
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Asynchronous execution: by moving execution out of the hot path of consensus, and executing in a slightly lagged fashion, this allows execution of previous blocks to run in parallel to consensus on new blocks, significantly raising the execution budget.
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💀
We can confirm that the account
@SECGov
was compromised and we have completed a preliminary investigation. Based on our investigation, the compromise was not due to any breach of X’s systems, but rather due to an unidentified individual obtaining control over a phone number…
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The decentralized nature of Web3 has led to information fragmentation, making it difficult to access and comprehend.
Kaito doesn't just aggregate information - it extensively leverages Al to optimize every aspect of the product and has the potential to completely change the game
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Granted the Solana devnet spam was a really simple and naive test to extrapolate the numbers and get a ballpark estimate, so feel free to play around with the code, launch your own test and share with us your numbers🙌
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Optimistic me: What if it's just folks behind the screens trolling us 🥹🥹🥹
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