Myles O'Neil
@MylesOneil
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building @deltadotnetwork | venture partner @hi_reverie | advisor @eigenfoundation | prev: Fidelity
Boston
Joined March 2011
In personal news, I’m thrilled to announce that I’ve joined @deltadotnetwork as head of product. Wanted to share a few words on what led to delta and why I joined. I’ve always subscribed to the “fat application” thesis. Users come for the apps, and the winning apps will.
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RT @JasonYanowitz: I love the unintended consequences that come from creating content. Every week people message and say “I heard this epi….
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RT @paywithbrink: Brink will guide you home .And ignite your bones.And I will try to fix [your margins] . Get early access to Brink and sav….
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Similar to L1's, there's a lot more juice to squeeze in the design space for exchanges than people might think. Awesome piece by @dhrubabasu_ who's building towards this endgame at @VigilMarkets!.
Onchain CLOBs: The Endgame Exchange?. I argue they have deep structural flaws in speed, privacy, and custody that create an opening for a different kind of winner
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Reverie is the perfect home for high agency, high integrity people that cut through the noise and think from first principles. This is a very rare opportunity to work with some of the best investors and builders in the space. Excited for whoever takes this role!.
A rare seat has opened on our investment team (our first in over two years!). Reverie is hiring an investment analyst/associate. We hire sparingly and for the long term, so if you're interested in a tight-knit, intellectually adventurous (we have constant debates about all sorts
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RT @soumyab8: The solution that CZ proposes is: "make another trading venue for whales" which replicates the insider games in TradFi and fr….
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RT @spjoleh: Introducing SNAIL. Verifiable computation at 1.2-1.3x the speed of native execution*, more than 10,000x faster than state-of-t….
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RT @riabhutoria: as creating software becomes 100x easier, funding and monetizing it should too. intrigued by @tryoharaAI's experiment with….
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RT @riabhutoria: Aid funding is complex, costly and opaque—@coalapay is fixing it with stablecoins. If you have spare change in your wallet….
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RT @thebellcurvepod: NEW POD 🗣️ . @cooper_kunz, @VelvetMilkman, and @MylesOneil joined @MikeIppolito_ to discuss:.- L1 governance today.- W….
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RT @VelvetMilkman: governance has been one of the most disappointing and contemptuous aspects of decentralization. we focus mostly on L1s….
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Order info leakage is a problem that extends far beyond crypto as detailed in this thread. Bullish @NuveauxTrading and other teams building solutions that can find near-term PMF with crypto natives, but have the potential to expand to much larger markets in the longer term.
@hasufl tl;dr: it's really really big. As other people mentioned, everyone uses dark pools and alternative exchanges like IEX to mitigate, but not solve, this problem. It's hard to quantify the size of the problem. However, there are bodies of work examining the benefits and costs of.
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Largely agree with this. Metrics are hierarchical, and base layers should be optimizing for a higher level growth metric, more like marketplace GMV. Gross value transacted across all apps (GMV).⬇️.Application take rate (or app + execution take rate for modular systems).⬇️. Base.
REV is not him. REV = value to token holders, which includes:.1. Priority fees (during congestion).2. MEV tips. → As apps get smarter, they’ll internalize MEV capture.→ As chains IBRL, priority fees will decline. Yes, hotspots will always attract priority fees, but chains.
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RT @thebellcurvepod: Don't miss our latest episode of Bell Curve! 📺 . @AustinAdams10, @MylesOneil, @VelvetMilkman, and @MikeIppolito_ discu….
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RT @thebellcurvepod: NEW POD 🗣️ . @AustinAdams10, @VelvetMilkman, @MylesOneil, and @MikeIppolito_ discuss:.- The enduring memecoin phenomen….
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RT @c__bergz: 1/ Activity is picking up on Base. The chain surpassed $1bn daily volume in November, fueled in part by AI-agent and memecoin….
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RT @c__bergz: Good discussion here with interesting tradeoffs around MEV orderflow and value capture. IMO both teams put too much emphasis….
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