Mohamed Fouda
@MohamedFFouda
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Contributor @alliancedao , Venture Partner @VoltCapital . Engineer. PhD @NorthwesternU .
Montreal
Joined May 2013
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1/n There is a strong trend of new L1s that focus on parallel execution. Prominent projects in this domain are
@fuellabs_
,
@AptosLabs
,
@Mysten_Labs
’s Sui and
@linera_io
.
My new article discusses these projects and the challenges that face them.
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1/ In my new article with
@QwQiao
we discuss the advancements in zero-knowledge technology and what is needed to achieve mainstream adoption.
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1/ Lack of on-chain privacy is one of the biggest issues in crypto
Although zk solutions, e.g., Aztec, enable private transactions and compute over private data, they have a major problem: handling private shared state
This is where FHE and startups like
@inconetwork
shine
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1/ Many consider ZK and FHE as competing technologies to solve the on-chain privacy problem
I find this narrative to be largely false
In my new article, I dive into the ZK, FHE, and the emerging Multiparty Computing (MPC) tech to demystify this narrative
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1/ Privacy in Web 3 is hard. Tornado Cash showed us that it’s 10x more expensive to do a private ETH transfer than a normal one
To run smart contracts with private data, the complexity jumps to 1000x.
However, the smart brains at
@aztecnetwork
are determined to make it happen
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While some think Google is trying to price out OpenAI by offering a huge free tier, the real message is completely different
You can have free computing, as long as Google can use your data.
Training Data is the real Asset!
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One of the emerging approaches to on-chain scalability in the next few years is horizontal scaling via launching multiple "hidden" app-rollups running the same application
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To scale app rollups, architectures such as horizontal scaling and zk state channels can get us to millions of users.
But it’s also possible to scale rollups by changing the rollup execution environment.
There are 3 different ways to do so: EVM+, Non-EVM and hybrid approach.
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I am seeing early signs of AI×Crypto integrations on both the application and the infra levels
AI models are finding their way into crypto apps. These AI models need to run on decentralized infra to avoid censorship and manipulation
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All upcoming Bitcoin L2s are building their own bridges
However, the better approach is to learn from the journey of Ethereum rollups and prioritize aggregated bridging
Aggregated bridging will solve many existing issues for Bitcoin L2s
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1/ My new article discusses why founders should, or shouldn’t, consider building an appchain for their application.
Appchain advantages, risks, and startup ideas to tackle these risks are discussed.
Please reach out if you are building in this area!
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Dymension went out of the gate with a $6B FDV (almost double of $Atom) which may seem surprising
However,
@dymension
has a simple & interesting vision: replacing Ethereum as the consensus layer for app rollups
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Earlier, I discussed horizontal scaling for scaling app rollups with a focus on fully on-chain games.
Horizontal scaling works well for single-player games.
For multiplayer games, zk state channels are a better scaling option.
So, what are zk state channels?
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I love the debates happening on Bitcoin land.
- Runes vs. BTC-20 V2 vs. Taproot assets
- Op_cat and why/why not reactivate it
- Bitcoin L2s and whether BitVM can make them actual Bitcoin Rollups
It has been a while since Bitcoin had such diversity in opinions and excitement…
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1/ in my new
@tokendaily
research, I explore the different ways Bitcoin can compete with Ethereum in its own stronghold:
#DeFi
.
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1/ As Bitcoin moves to the phase of ETF & institutional adoption, it's important to focus on protecting the permissionless nature of BTC from TradFi capture.
The way to do so is by encouraging permissionless applications on Bitcoin. For that, Bitcoin L2s take center stage
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In my new article with
@QwQiao
, we discuss the synergies between Web 3 and AI and how both technologies can converge to enable new use cases and address some of the existing challenges for AI systems.
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The year is 2030, the BTC block reward is ~ 1.56 BTC, a custody provider got hacked and 5000 BTC were stolen.
It decides to cut losses and publishes a double spend tx (to itself) with 2500 BTC as mining fee to reorg the chain.
Calculate the reorg probability.
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In my new article featured on
@tokendaily
, I discuss privacy guarantees of MimbleWimble and compare it to the other privacy approaches used in
@zcashco
and
@monero
.
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I am really bullish on non-EVM rollups and L3s.
The EVM dev community is great but rollups need to explore other VMs to improve execution speed, reduce fees, provide better UX, and more importantly, attract a wider community of builders to the Ethereum ecosystem.
@EclipseFND
's…
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At
@alliancedao
we experience firsthand how developer activity is a leading indicator of ecosystem activity and network value
The same applies to Bitcoin
In Bitcoin land, L2s are coming
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At
@alliancedao
we believe in the potential of ZKPs to transform both Web 3 & Web 2 products. In our new article, we discuss how builders can leverage ZKPs to improve their product market fit.
If you are building in this space we would love to chat
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1/ On-chain privacy will become a central theme in the applications/products that initiate the next bull run. There are many great teams building the infrastructure that will enable on-chain privacy on EXISTING chains and for arbitrary assets.
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1/ In my new
@tokendaily
article, I look at Ethereum's
#DeFi
competition. Can Ethereum lose its darling narrative to
#EOS
,
@cosmos
,
@tezos
or other competitors?
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The biggest unlock for Bitcoin zk rollup is finding a trust-minimized approach to verify the rollup ZKP on Bitcoin L1 without changes to the L1.
It's a hard task but BitVM seems to provide a potential solution.
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One of the 4844 effects I am watching is the change to L2 sequencer "revenue"
L2s have been printing money because the L1 DA fees are high, so why not charge 10-20% as sequencer fees and show strong economics to investors
Now, DA cost can be reduced by 10x and L2s have a…
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One thing I love about restaking is that adds a "subjectivity" dimension to ETH that is currently lacking in Ethereum staking
In restaking, your "ETH" has an opinion and bias. When you restake to a certain AVS, your ETH sends an on-chain signal of support for a specific project…
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For my 1000th tweet, 🎉 I decided to do what I like the most: Education 🎓
Just published a simple explainer of Ethereum 2.0 Network and Testnet. No academic jargon or deep technical terms, just onboarding more readers to the Ethereum 2.0 discussion:
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1/ At
@alliancedao
we are bullish on DePIN especially networks that tackle existing pain points
Blockcast (ALL11 cohort) is exactly that type
@BlockcastNet
tackles the problem of increased demand for video delivery by building a Decentralized Broadcast Delivery Network.
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1/ On a technical level, I can recognize two types of Bitcoin L2s
1. Bridge-first L2s
2. Settlement-first L2s
Both types will converge over time. However, their journey will be different
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1/ Cosmos is getting an overhaul!
The V2 paper that was dropped during
@CosmoverseHQ
draws a new roadmap and learns from past struggles.
It envisions new systems, builds a treasury for biz dev, and aggressively builds a strong value prop for ATOM!
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1/ If you want to know which sector I predict to give rise to the next crypto unicorns, read my new article in
@tokendaily
's TD research:
But for now, keep reading this thread 🙂
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Yeah. Ethereum 2.0 is super complex. Some of the best minds I know are working day in, day out to figure it out and make it a reality.
However, have you ever thought to draw a block diagram of the cell phone you are using? Be prepared, it will blow up your head.
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Many were saying Bitcoin is not ready for institutional investors.
The truth is that institutions are not ready for Bitcoin and run to the doors and sell Bitcoin to cover their losses in traditional markets.
A lot of bitcoiners talking a big game about HODLing or even accumulating.
But what do the numbers say?
I've seen three separate sources today -
@coinmetrics
@unchainedcap
@SimplexCC
that show...
🥁drumroll please..
Not BS.
There are some strong hands up in here.
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It was a pleasure discussing parallel processing chains with
@matthew_hine
and
@PiersRidyard
.
We discussed the different approaches to PP and how they can enable the next wave of applications in Web 3.
🎙️DeFi Download Podcast🎙️
@PiersRidyard
is back with TWO special guests, CPO of RDX Works
@Matthew_Hine
and
@AllianceDAO
contributor
@MohamedFFouda
🎉
You better strap in because this episode is BIG!
Watch:
#Crypto
$XRD
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Some great points on how Solana can survive the recent disruption.
I agree that the Solana has a unique opportunity to overcome the VC-chain & the FTX-chain narratives and become a sufficiently decentralized builders chain.
1/ Still longing $SOL while haters spinelessly pile onto the downside momentum. When
@solana
recovers, it's not me that will be haunted by the thought, "Instead of jeering, I could have been buying $SOL ~$10."
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1/ Putting the implementation details of Blast aside, L2s should actually adopt the approach of staking the L2-bridge ETH to generate yield.
In this case, the L2 native asset is not ETH but an ETH-LST.
There are obvious catches though
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Bitcoin L2s will change the landscape of DeFi, NFTs, and all decentralized applications
Here are some expectations that will happen within a year
1. A top two DeFi protocols in terms of TVL and volume will be on Bitcoin L2s
2. Multiple Prominent NFT collections will be minted…
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1/ Builders can learn a lot about
@alliancedao
by watching the accelerator’s graduated companies and how well they execute and build great products (ALL10 companies are featured below). Still, it’s helpful to explain how Alliance supports these companies.
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1/ I just published my thoughts on the
@kadena_io
network launch and the interesting bootstrapping mechanism the Kadena team decided to use.
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Among the upcoming Bitcoin L2 projects, it's easy to recognize two clear marketing approaches
1. Technical marketing: promoting the L2 tech features
2. Liquidity marketing: attracting contributors to contribute liquidity
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In my new article in TD research, I explored the P/L of the
@UniswapExchange
market making. The most unique feature of Uniswap as a DEX is that all the trading fees go to MMs, not to the exchange and not to the team.
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1/ In the new
@tokendaily
newsletter, we analyze the celebrated Ethereum’s stablecoin volume.
Data shows that most of the stablecoin on-chain volume comes from trading, i.e., speculation, rather than payments making the
@venmo
comparison largely irrelevant.
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@micsolana
With all due respect, what do you know about Arab Spring other than what CNN, or Fox News tells you depending on what you watch.
Do you how Egypt, Syria, or any other ME country lived before the Arab Spring?
The Arab Spring failed mostly because Western interventions and became…
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0/I have published, "The ASIC Mining Race and Where It Is Going" to discuss the advancements in mining hardware specially for
#bitcoin
. Many companies are joining the race which is truly beneficial for the ecosystem
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One year after the Merge, the number of staked ETH has almost doubled from ~ 13.5M ETH to ~ 25.7M ETH today. This represents 21% of the ETH supply.
This is great for the network, right?
Well almost, but it isn’t all good news!
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Just published … to give a high level discussion of interesting advancements of Blockchain Scalability. The article also covers some of the interesting new protocols like
@zilliqa
,
@dfinity
,
@ThunderToken
and
@bloXrouteLabs
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The more time you spend in crypto, the more you learn that people don't understand hardware😄
The Ledger discussion is a prime example.
All hardware wallets have almost the same security assumptions!
Let me explain!
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1/ The sBTC design announced today by
@Stacks
looks very similar to
@keep_project
's TBTC with some differences.
Let's discuss the similarities and differences and see if sBTC can have better success than TBTC
NEW: we’re releasing two papers that enable trustless movement of BTC in/out of Bitcoin layers; unlocking the full potential of Bitcoin in DeFi & web apps.
A trustless two-way Bitcoin peg has been a holy grail problem for a decade.
More details👇
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BitVM permissionless verification for rollup zero-knowledge proofs will be a major unlock for Bitcoin L2s.
It's a two-step process:
1. off-chain ZKP verification for the rollup proofs
2. On-chain fraud-proof only if the ZKP verifier is cheating
We may have discovered a way for BitVM to do permissionless verification, effectively overcoming its primary limitation!🤯
If you're interested in helping us develop a Groth16 verifier using Bitcoin Script, please join the BitVM builders group
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One of the cool features I like about
@grinMW
is the file coin transfer. It may feel weird as it is less convenient than a direct transfer, however, it is more materialistic and is definitely easier to grasp for non-techies as it resembles cash.
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1/ The rise of chatGPT and LLMs has revived the narrative of decentralized computing but with a focus on AI.
Here, I am presenting an antithesis on the viability of decentralized computing for AI computing, especially for training!
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@sassal0x
Although I am bullish on ETH, my major bearish view for Ethereum is uncertainty.
Investors want to invest based on clear and predictable information. The upgrade to Ethereum 2.0 is causing significant uncertainty for the most important use case in Ethereum: DeFi
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I am seeing many new crypto use cases, e.g., RWA, ReFi, DePIN, pitching the narrative of "we use blockchain to ensure data transparency".
This narrative is confusing to me
1. Filecoin is not really optimized for continuous & quick data retrieval to verify data. You need to…
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1/ In today's
@tokendaily
newsletter we discuss why the first slashing event on the
@cosmos
network is a pivotal moment and how it may lead to centralization of the PoS validation space.
First double sign and slashing on the
@cosmoshub
in mainnet.
The Cosmos Pool validator proposed two different blocks at height 848186.
Their validator is now jailed permenantly and 5% of all delegated Atoms were slashed.
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1/ In the last
@tokendaily
newsletter we discussed the major lessons from the failed
@HeyEdgeware
mainnet launch.
The team has committed major mistakes that led to the failure and the after-the-fact rescheduling of the mainnet launch.
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Asian exchanges did it again! They are revolutionizing how cryptoexchanges work with the trans-fee mining after they did it once via exchange tokens.
@coinexcom
is making the most of it with huge gains for their
#CET
token. My article about the topic:
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2/ Recently, several L2 projects have launched on mainnet. They’re all fiercely competing for community attention and adoption. The article charts a map of these solutions and discusses their success so far.
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4/ Examples of this is
@zkHoldem
which builds an on-chain poker game using specialized zk circuits and FHE to handle private dealing and revealing of cards.
The zk circuits (developed by
@MantaNetwork
) need special precompiles to run efficiently.
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This is crazy!!!
@prylabs
just got $100k from Vitalik to push them harder to focus on ETH 2.0! Congrats
@raulitojordan
@preston_vanloon
@terenc3t
!
@preston_vanloon
@ameensol
@RyanSAdams
@fredwilson
@ethereumJoseph
@ConsenSys
@prylabs
Just sent 1000 eth. Yolo.
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The magic of
@alliancedao
is simple! Everyone is the team is continuously thinking about how we can help our founders even more
The partnership with Founders Fund is one of these ways. We know it's important to support our founders after they finish the program the same way we…
1/ We’re happy to announce a new strategic partnership with
@foundersfund
which will equip Alliance-accelerated founders with increased access to resources and mentorship.
To kick off this partnership, Alliance co-founder
@lmrankhan
sat down with several Founders Fund team…
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Every crypto enthusiast, investor or company builder should read
@katherineykwu
's article today about securities laws and how they affect the new companies coming to the crypto space. Great job Katherine and
@MessariCrypto
team.
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@AriannaSimpson
People who heard about crypto in late 2017 roll their eyes when they find out that many people are still hard at work in crypto. Whoever came for a quick buck has already left. Only people who understand the opportunity are still around.
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This is very interesting. Celestia and soon EigenDA and 4844 blobs solve the DA costs for Rollups but don't solve the "data storage" problem.
DA solutions delete the data after a few days. After that, access to historical data becomes challenging. With the Kyve integration,…
💫 Following a successful governance vote,
@CelestiaOrg
's historical data is now supported on KYVE’s testnet Kaon!
Advancing modular scalability & data validity, this testnet integration allows for in-depth testing before proposing to support Celestia on mainnet 🙌
🔎 With…
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This is an initiative that
@alliancedao
has been working on for a few months and I am super happy to see it public today
Bring your idea and work closely with us to refine the idea and launch an MVP. Get a taste of how the alliance accelerator works and the unique kind of…
1/ Introducing the MVP Hackathon by Alliance
Take your idea to MVP in two weeks.
The Grand Prize?
Immediate admission into the next Alliance Accelerator cohort (ALL13).
Apply by May 15th:
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I totally agree with
@knwang
. Thinking that everything has to be on-chain is a bottleneck.
That is why actually I am actually a big fan of verifiable off-chain systems. You can do a lot of stuff off-chain with the p2p network that cares for that stuff and have minimal on-chain…
The whole “layered blockchains / modular blockchains” narrative with L1s, L2s, L3s; x layer, y layer, etc is probably the worst collective mental block we put on ourselves for the last few years.
It makes us feel it’s all about chains. Have a problem? There must be a missing…
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Kudos to the
@poanetwork
team for introducing an open source
#Ethereum
explorer. I was fortunate to know this exciting news during ETH SF from the team. I really like the design of the explorer:
We are proud to launch our open source Ethereum explorer with 6 networks including POA Core,
#Ethereum
mainnet, and
@eth_classic
. Check out what we have been working on over the last year and stay tuned for the addition of new chains
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1/ The activation of Liquid Staking Module (LSM) on
@cosmos
this week will usher to a new era where protocols have more control over their liquid staking market.
So far liquid staking was defined and controlled by private companies like
@LidoFinance
and
@coinbase
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This information shows that the narrative of Bitmain making most of their profit through secret mining is essentially wrong. From an economic prospective, selling mining hardware quickly and in large volume is more profitable
Just had the chance to skim the (400+ page) Bitmain IPO document. Some interesting stats:
+ In the first half of 2018, Bitmain’s revenue was $2.845 billion, with a net profit of $1.123 billion. 95% of revenue comes from the sale of 2.56 million (!!) mining rigs.
More below ⬇️
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I look forward to a passionate and information-dense discussion on Bitcoin L2s with
@iansagstette
,
@0x_orkun
, and
@alexeiZamyatin
We will discuss how BitVM is changing the game for Bitcoin Rollups and what it means to be a real Bitcoin L2
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Ok, I am surprised!
First, I thought
@Poloniex
was much bigger in 2017. Second,
@HuobiGlobal
leading the pack in BTC exchange custody is news to me.
The geological record of BTC held on exchange wallets
shows us two distinct "epochs":
- The Pliocene (2017-2018): Dominated by
@Bitstamp
and
@bitfinex
🦕
- The Pleistocene (2018 - Now): A more stable heirarchy led by the
@HuobiGlobal
,
@binance
, and
@BitMEXdotcom
🦖
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1/ A quick thought on exchanges entering ( & probably dominating) the staking arena in PoS networks.
The major advantage of staking with an exchange is not the 0 fees, it is the ability to trade while your asset is "locked" for staking!
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In my new article, I wrote about our assessment of the bitcoin L2 companies as investments. The main takeaways: LN companies have strong momentum, BTC-only sidechains are still struggling, interoperability and BTC bridges are hot right now.
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1/ I am always excited by the user-friendly ways to onboard users to crypto. That is why we wrote about
@LinkdropOrg
in the
@tokendaily
newsletter.
I personally used to send a couple of bucks in
#ETH
to a few of my nocoiner friends.
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It was a pleasure working with
@SoorajKSaju
to discuss the privacy tech topic that is close to heart.
We have covered a wide scope of topics including the differences between ZKP, FHE, and MPC and which use cases are suitable for each technology.
Give it a listen and let me…
Why "Privacy" Will Be the Killer App of Web3
Here's the newest episode of our podcast with
@MohamedFFouda
,
the Head of Research at
@alliancedao
,
exploring the endless ways to combine "Privacy & Programmability".
He explains the core technologies enabling this: ZKP, FHE, &…
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Interesting podcast by
@soonaorlater
and
@zooko
discussing one of my favorite topics: open networks dev compensation and the controversial Zcash founder reward.
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@alliancedao
It's scary how a bunch of congress staffers who lack understanding of a topic can just draft a bill for their employers (congress members) that essentially kills innovation in one of the fastest growing sectors in the US economy!
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As everyone is speaking about
@Binance_DEX
, it is mind-blowing to recognize that the most interesting projects right now are often an improvement of a single vertical in the ecosystem enabled by
#Ethereum
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This path is very dangerous and simply aims to kill anything "decentralized"
The US government essentially want to hold anyone who barely touches a "transaction" to be liable for the "purpose" of the transaction
So if a wallet was used to sign a tx from address "x" and this…
The Treasury Dept has recommended a massive expansion of warrantless surveillance and power to sanction open-source software.
They are asking to expand the definition of "financial institution" to include:
- Virtual asset wallet providers
- Blockchain validator nodes
-…
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The crypto data community has lost a great tool.
@jai_prasad17
and
@sidshekhar24
are amazing builders and hustlers. I wish them luck in their next phase.
Also a good win for
@coinbase
to hire anyone from the team.
To all of our supporters, customers and users:
After an incredible journey that began over 2 years ago, we are sad to let our community know that we will be moving on from TokenAnalyst.
Thread 👇🏽
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1/ IOne significant consequence of these designs that use solvers/fillers/executors is removing the stigma from MEV-searching by repurposing the MEV-searching systems to perform the solver/filler role
1/ New beta drop! 👀
Meet UniswapX⚡— a new permissionless, open source (GPL), auction-based protocol for trading across AMMs & other liquidity sources.
TL;DR: Over time, it’ll give users more liquidity, better prices, MEV protection, & gas-free swapping!
Opt-in to the beta👇
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3/ In my new article, I discuss some of the most promising Bitcoin L2s and how they align with the L1 in terms of security and trust-minimized bridging
Each of these teams brings serious innovation to Bitcoin
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@random_walker
So simply speaking any data that Facebook can access, for whatever reason, will be used for targeted ads.
Horrible definition of privacy!
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So the attacker left the proceeds from the successful attack in the "attacked" contract giving the team the opportunity to use the admin keys to "reverse" the attack 🧐
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2/
@SpectralFi
announcement last week was a good example of how this integration is happening.
Spectral launched an Intelligence network to allow the deployment of decentralized AI models. The first will be a model to asses on-chain credit scores
Using AI/ML in your smart contracts means trusting a single source of truth and a single point of failure.
How can we consume ML outputs that are verifiable and decentralized?
🚨 Introducing Spectral’s Mainnet.
A Machine Intelligence Network, powered by
#zkML
, that ushers in…
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The launch of Arbitrum's Orbit and Optimism's OPstack before that along with the proliferation of L2-as-a-service providers represent a major competition to
@cosmos
Each approach has its pros and cons
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In the age of generative AI, it's critical to prove digital content authenticity.
@leica_camera
's new M11-P takes a big step in the right direction by signing photos at capture. However, it falls a bit short.
The good news: crypto offers a better solution.
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Just for fun, I paid a fortune of 74*10^-18 ETH (off-chain) to draw something on :) Excited to be playing around with off-chain Ethereum. Patiently waiting for other $ETH scaling solutions to arrive. Great work!
@liquiditynet
@HatforceSec
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I look forward to working with ALL11 founders to build the top crypto companies of the next decade!
Alliance works with founders to build world-changing companies of the future — and we'd love to work with you.
The deadline to apply for ALL11 2023 is June 14th.
Submit your application at
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This post resonates very much with me
It's a genuine struggle for me and anyone who is here but not only for the money
Some can make life-changing money by being early in memecoins or whatever degen asset they want to trade. However, if the ICO craze was any indicator,…
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Expect a lot of content from me about on-chain privacy.
FHE is one of the key innovations in this area. Very excited to work with builders who want to build private applications!
@TechCrunch
3/
@inconetwork
expands the EVM, allowing applications to use private data/state. The magic leverages an efficient implementation of Fully Homomorphic Encryption (FHE) as precompiles within the EVM.
Developers can use solidity to write apps that handle private information.
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Today's Space on Bitcoin L2s with
@januszg_
,
@alexeiZamyatin
, and
@0x_orkun
was full of insights.
Here are a few
1. BTC bridging between L2s & L1 is the critical challenge that sets L2s apart form sidechains
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In the genaralized mining panel yesterday
@ETHSanFrancisco
I pointed that governance may be the highest form of PoS mining.
@a16z
acquisition of 6% of
@MakerDAO
is probably the best example
12/ Governance is one area where PoS-services will remain bespoke, or at least third-party service providers will have to offer dexterity. Large holders may outsource operations (leading to custody consolidation 😬), but they will want to retain governance discretion.
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@AriDavidPaul
@RyanSAdams
As someone who researched the topic and wrote about it, I assure you bringing DeFi to Bitcoin is not doable today and would probably need external help: sidechains or BTC pegged zones.
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I look forward to working with founders building in zero knowledge proofs, intersection of AI/Web3, infrastructure, DeFi and all interesting use cases of Web 3!
📢Attention Web3 founders! It's that time of the year again.
Early admissions are open for the next Alliance Accelerator Cohort (ALL11).
We're seeking diverse and innovative minds to join the community.
Open to all early stage Web3 startups.
Apply by April 26, 2023 👉…
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Serious question
Are there any startups out there working on tokenizing nuclear energy production?
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