Alexander Lin
@linfluence
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Pinned Tweet
my consumption of pad thai and whitepapers on a sunday evening is more voracious than a famished pack of hyenas on the serengeti
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The CESC Zero-Knowledge Proof Workshop was held yesterday at UC Berkeley and I couldn't be more bullish on the future of ZKPs and their deployment in blockchains and web3. If you didn't attend or watch the live stream, I got you! Here is absolutely everything you need to know 🧵
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“Do you want to reinvent the financial system or just work for a consulting company?”
@Mashinsky
🤝
@MITSloan
Legend.
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maybe the reason crypto conferences are such a huge deal compared to tradtech is because we haven't crossed the chasm for more mainstream adoption and the only product market fit beyond speculation is shared in a perpetual capital flow loop between industry participants and no…
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Loved giving a talk about Move and introducing
@AptosLabs
to developers and investors at the
@aves_lair
Aptos Hackathon in NYC!
If you’re building in a Move ecosystem, let’s jam.
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@lolitataub
🙋♂️I'm a fund manager at an early-stage venture fund affiliated with Cornell () We're an evergreen fund and don't have LPs so our investment thesis is a bit more flex, particularly when it comes to pre-rev startups. Happy to connect with the founder!
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My first meeting with the Berachain team was in an Uber from the Denver airport to my hotel for EthDenver 2022. A standard 45 minute introductory call turned into an 1hr+ long sesh vibing with the Beras talking about everything from my days as a web2 product manager to…
We're thrilled to announce our $100M Series B round, co-led by
@BHDigitalAssets
and
@hiFramework
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over a year ago, we invested in a team of anons with pfps of bears smoking weed looking to solve some of defi's hardest problems
today, they're a team of anons with pfps of bears smoking weed equipped with $42m bags building one of the best ecosystems this industry will ever see…
We're excited to announce our $42.0M fundraise from leading funds and angels including
@polychaincap
@hack_vc
@daofive
@tribecap
@citizenxcrypto
@shimacapital
@robotventures
@zmanian
@musalbas
and many others to build the deepest pools of liquidity in DeFi.
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@jarroddicker
@cdixon
Attacking “gm” and similar cultural memes in the industry is a facade. In reality, they’re attacking the very principles of web3 because they know they’re at risk of become irrelevant and fail as it becomes more mainstream.
Web3 values are the antithesis of their ethos
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Talking about all things defi and blockchains to students at
@BrooklynTech_HS
as part of a 6 week summer blockchain education boot camp in NYC.
In 5-10 years they will be our power users - maybe sooner!
huge shoutout to
@thejctf
,
@CUBlockchain
, and
@tokenomacs
for organizing.
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Missed the opportunity to drop out and go full degen, but this isn’t a bad alternative
grad school: ✅
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gmonad from encrypt london 💜
i’ve been riffing with some of the best teams in the space and cooking up some thoughts on what a post-parallel EVM world will look like.
stay tuned.
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Spurred by existing web3 market conditions, I spent some time thinking about the importance of application layer protocols. While making sense of their current state, I ended up developing a framework for assessing and projecting their impact. 🧵
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@lolitataub
I can also connect founder with an angel network and other prospective investors if there isn't a good fit.
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Two very powerful outcomes from notable advancements in hardware-accelerated zk will begin to manifest in 2023: on-chain games and on-chain ML training & AI inference calls
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quick thoughts on dydx v4 mev
the in-memory orderbook approach has really interesting mev consequences that go beyond traditional arb, sandwich attacks, etc.
why? because the in-memory order book design only commits filled orders to consensus resulting in selective inclusion…
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my iOS app stack (by usage) as a crypto vc and researchorrr
browser:
@browsercompany
comms:
@telegram
@discord
email and calendar:
@Superhuman
notes:
@NotionHQ
@obsdmd
code editor:
@code
vibes:
@Spotify
extensions:
@alfredapp
@bjango
pw:
@1Password
what's yours?
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had fun balling out with
@LoganJastremski
on his pod - get a little bit of everything with this one! Thanks for having me on 🫡
shoutout to
@BoysClubCrypto
for the merch
Excited to be dropping a podcast with
@ShimaCapital
Head of Research
@linfluence
Alex highlights his personal thoughts from ETHDenver, Market Outlook, and New Developments (L1 landscape, ZKML, etc.)
Lots of goodies in this one! Full Podcast Below:
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translation:
we pivoted away from our risk management l2 by forking el (including multi-sig gov) and using similar language from other omnichain restaking networks to hop on the [re]staking hype train
last time i checked, [ethereum, arbitrum, k2] != universal 🤔
Salam
We recently announced our $48M Series A at $1B+ to accelerate universal security for
@Ethereum
and beyond
Today we're excited to provide a peek into the Karak endgame
The universal restaking layer powered by the entire cryptoeconomy across every asset and every chain 🍊
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stayed at an airbnb in dubai and cooked with one of the most goated teams building at the intersection of ai and crypto that I can actually get behind
🔜
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I’m super excited to announce that I’m joining
@shimacapital
as Head of Research and Investor, to help
@yidagao
and the team continue being the most value-add VC fund in the blockchain and web3 space.
Excited for what the future holds.⚡️🚀
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fully homomorphic encryption (fhe) sentiment has been increasingly buoyant and vigorous bc privacy-enhancing tech (PETs) like fhe is truly disruptive, esp w/ maturity of AI
but rn scaling fhe is very computationally complex and impractical for real-world use cases. here's why🧵
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@AndrewSteinwold
Norman Borlaug was an agronomist who was essentially responsible for saving billions of people from starvation through his initiatives and research for increasing agriculture production (eg, high yield disease resistant wheat)
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@blockchainatusc
a bunch of legends - future web3 builders, operators, and investors
Thanks for having me!
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"How do you know that the infrastructure you are building solves a real problem until you have app teams that you are solving for?" -
@nickgrossman
ethcc 2023 takeaway: we're too focused on innovating and building irrelevant infrastructure for non-existent app teams
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@j0hnwang
Love this and great work. Let's collaborate on the next research piece. ⚡️
Dropped this yesterday focused on $FTM tech stack and ecosystem.
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what if we're just living in a validator node of a universe as part of a larger network of simulated nodes working to establish consensus and dictating the actions of the one true omnipotent representation of ourselves living in in the original, genesis metaverse?
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zk cryptographic primitives for bitcoin are inevitable.
the most valuable digital asset network by market capitalization is being compressed toward a major inflection point:
- demand for using btc across financial applications and other ecosystems is growing at an exponential…
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amidst the news of Saga phones selling out, I reflect on the chat I had with
@LoganJastremski
on the
@_Frictionless_
podcast back in March 2023 when I vocalized why I believe Saga could be an extremely strategic move for Solana and potentially even more important for the industry…
The Saga is SOLD OUT!
Words cannot describe how much we appreciate your support. We are nothing without this amazing community 🫂
While these past few days will be cemented in our history, we’re excited for the future 🫡
Stay tuned ✨
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LAL season incoming
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Excited to welcome the newest player to the interoperable playing field: Orb Labs!
Their core products,
@0xMagicLane
+
@0xEarlybird_
, are game-changers for any team looking to build more user friendly cross-chain applications.
gas efficiency + speed + trust minimization
I…
We are thrilled to announce that Orb Labs has completed a $4.5 million seed round to power the next wave of
#blockchain
interoperability...
A 🧵...
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Consolidated, trustworthy, and permissionless information flow is CRITICAL to our data-driven economy, but it's severely lacking right now
@0xIntuition
is set to revolutionize this landscape
I'm stoked to support
@0xbilly
and the s-tier team at Intuition through our investment
🎉 Announcing our $4M seed round led by
@superscrypt
! 🎉
Our mission is to enable individuals to create, explore, curate, and own a verifiable knowledge ecosystem that helps us navigate our exponential world.
That mission is now backed by this incredible roster of partners👇
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infrared team cooking up my favorite dish: liquidity🤤
a liquid BGT market and incentive layer for Berachain liquidity flows launching... and you're still fading the beras anon?
🐻⛓️
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Having a
@DuneAnalytics
dashboard icon on a protocol's website social navigation bar alongside Discord, Twitter, Medium/Substack, etc. is a great move
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friendly reminder that catalysts for sustainable net positive inflows of capital remain incredibly scarce
dear founders, aim to grow the overall market, not just your slice of it
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Sales and BD in web3 are collectively a completely different animal compared to web2. Not only does
@3RM_co
aim to solve a very loaded problem space that existing incumbents are unable to address, but they're also reimagining what CRM means when built on blockchain rails.…
↓ Some exciting news ↓
Today,
@3rm_co
is announcing our $3m round led by
@distributedG
, supported by
@shimacapital
and many others!
3RM is on a mission to build the B2B sales infrastructure for web3.
Thanks to
@TheBlock_
for breaking the news below:
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10 years ago today: I didn't have anything else on me when I met him so I asked
@neiltyson
to sign my MATLAB homework on random walks.
"May your walk through life be anything but random." -Neil Degrasse Tyson
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Circle recently announced the Cross-Chain Transfer Protocol which will enable USDC to flow natively cross-chain thus eliminating the need for wrapped USDC. Beyond being more capital efficient and providing a better UX, this is significant for a number of reasons. 🧵
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in 2012, buyers of my runescape accounts (i ran a bot farm for $ in college) paid me in btc because they didn’t want to pay forex fees on paypal, payoneer, etc.
paypal’s “bug” of fees on tradfi rails intro’d me to crypto… now paypal’s feature, PYUSD, will intro millions more ⚡️
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95% of products w/ a token are a pareto efficient economic experiment heavily skewed to significantly benefit a small group of early adopters with the loudest cacophony of voices to drive grift...
bottom-feeders are at it again, thickly veiled by attractive price movement & vol
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The perfect name for a game-changing project.
Polaris will be the north star that Cosmos and other proof of chains need to support the next-generation of decentralized applications.
@berachain
has officially arrived
Presenting Polaris
The first OS project built from the ground up by the 🐻⛓️ team. Polaris is a general purpose blockchain framework enabling the integration of the EVM into any underlying consensus layer. Its current iteration has been optimized for the Cosmos SDK.
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there has been a HUGE influx of web3 consumer projects currently in development - a hopeful and refreshing change to the existing prioritization of infrastructure
infra is a means to an end: to deliver the best user experience of applications that consumers can derive value from
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Thanks for having us
@CUBlockchain
!! Incredible day and I couldn’t be more bullish on the future of web3
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like all software systems, crypto will also gravitate towards a modular design
but modularity doesn't mean disaggregating the core components of one particular L1
it's building an ecosystem where scalable, interoperable, monolithic networks function as modular units themselves
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Fantom $FTM has been hitting the headlines and gaining a ton of hype. 🚀
See why I believe Fantom is a network worth keeping an eye on in my technical deep-dive report "Fantom $FTM: The Ghost of L1s".
⬇️ is a VERY simplified thread on the report 🧵 1/
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Crypto faces a perpetual market failure problem, decentralized or centralized aside.
The existence of financial primitives and network mechanisms severely misaligns incentives and creates an ecosystem subject to high Pareto inefficiencies that will always favor bad actors.
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Why am I bullish on Move?
It's a language centered around the idea of being able to program scarcity and encode that property into a native, structural representation of digital assets at the bytecode level while ensuring it is safe. This is INCREDIBLY powerful.
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@camiinthisthang
One of the best things that I did for my current career in crypto was to not start my career in crypto.
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@cdixon
@zeroknowledgefm
@AnnaRRose
one of my favorites! top of mind episodes to check out:
#21
- intro to zk proofs
#34
- blockchain 101 what are smart contracts
#48
- UX
#69
- decentralized storage
#135
- look into solana
#141
- zk & games
#190
- DAO privacy
#203
- DAGs & MPC
#208
- data availability
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Looking forward to diving into a quality discussion on all things web3 data and why blockchains unlock a new paradigm of asset ownership with these legends at
@PennBlockchain
@mikojava
@jnthnvctr
@mattofontana
@SenaCeramic
@Curiouscat178
Incoming:
#PBC23
2/11/23 Panel Announcement
"Blue Ocean of Web3 Data & AI" featuring
@linfluence
of
@shimacapital
@mikojava
of
@GumiCryptos
@jnthnvctr
of
@protocollabs
@mattofontana
of
@streamr
@SenaCeramic
of
@ceramicnetwork
Moderated by
@Curiouscat178
of
@PennBlockchain
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i heard zero knowledge proofs and shared sequencers and restaking and modularity and real world assets can fix this
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a key aspect of digital ownership will require the conglomeration of biometrics + zk/mpc/fhe + decentralized iot
biometrics: nature's custody of user "keys"
zk/mpc/fhe: secure and privacy-preserving compute
iot: decentralize the point of asset origination, access, and storage
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let's be candid about application layer protocol tokens...💡
fungible tokens for application layer protocols (non-US*) should be viewed purely as a mechanism that drives an injection of capital into the project and a way to provide people/entities exposure to the project's…
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where is all this money coming from to pump these vapor tokens??? we're still under $1.75T in total market cap so that means the big dawgs have yet to come in to play
strap in folks
let's ball
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This is a preview into the future!
a peer-to-peer, user-owned internet where users control a native identity layer and run fully-distributed, composable software server side on their own devices - a user-centric network and true data sovereignty
@urbit
+ blockchains, anyone?
Striking how so many companies now have their own version of e2e+device sync of data where
a) you have a central account
b) the data (often text) is hydrated into a local store and rendered by a desktop or mobile app.
Roam, Obsidian, Firefox, Brave come to mind.
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Imagine wanting to onboard the next billion people to use the internet but the only form of access was via LAN or dial-up connection... bit harder. Well, that's what we're doing with web3 - we're trying to run when we just started crawling.
What we need is a web3 MOSFET 🫡
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We’re at a market inflection point in web3 where the potency of financial incentive promises veiling the lack of excellent UI/UX/devX first principles of product development is starting to dissipate.
The bar has been so low for too long - time to elevate.
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an important clarification: by "irrelevant" i moreso meant that there is infra that should be deprioritized in favor of infra that is more conducive for app development
you don't need the electric grid to have lightbulbs. you don't need rollups to have an amm
another ex. as…
"How do you know that the infrastructure you are building solves a real problem until you have app teams that you are solving for?" -
@nickgrossman
ethcc 2023 takeaway: we're too focused on innovating and building irrelevant infrastructure for non-existent app teams
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i project the rest of the bitlicense mafia -fidelity, paypal, robinhood, sofi - will attempt to launch their own appchain within the next 18-24 months
coinbase is paving the way for a decentralized wall street
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can’t wait for the day when we are no longer interested in network layer DAUs and only care about DAUs of applications and games
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Congratulations to
@YeleBademosi
,
@OnyinyeUmeaka
, and the rest of the
@MetaverseMagna
team for the launch of the largest gaming guild in Africa.
MVM was incubated in partnership with
@OFRFund
and I'm so stoked to be on this journey to help drive their mission forward.
Welcome to MetaVerse Magna!
We are Africa's largest play-to-earn crypto-gaming community and we’re shaking things up! Start earning as much as $1,000 playing crypto games through our scholarship program.
Visit to become a part of our community!
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What happens when you create an enhanced invariant curve with an innovative coverage-ratio-based stableswap mechanism?
Scalable equilibrium, slippage minimization, and $200M+ TVL in less than 24hrs.
Sky is the limit!
Our Full Launch is an overwhelming success!🎉
🔥 TVL hits 200M, making us the 3rd largest
#DEX
on the
@BNBCHAIN
in less than 24 hours!
🔥 2M $WOM already locked
💥 Earn 73%+ APR from your stablecoins with us! Wombat is the best place to grow in this bear market.
#StableswapV2
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gm. I have locked in my proof of attendance for
@DCentralCon
and Art Basel.
Who else is going? Let's kick it
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If your Uber driver doesn’t pitch you their NFT project, are you even in ETH Denver
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Super excited to be joining
@HowardZjh
and
@wyattkhos
tomorrow AM to talk with amazing founders and their experience building in web3.
@SpaceRunnersNFT
@teaxyz_
@SolvProtocol
@NetworkMeson
Come chop it up with us at 10am ET, 4/7!
<Founders Forum>
😍Genesis episode!
Roundtable with
@SpaceRunnersNFT
,
@Teaxyz_
,
@SolvProtocol
by cohost with
@shimacapital
team, a rare opportunity to directly hear their insights on each project’s development and how web2 🤝 web3!
🚀 Link:
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Future wallets should and will have multi-layer security, uni-/bi-directional user flow management (e.g., app access experience is seamless, but asset access isn't), and a form of account abstraction dependent on the underlying settlement and execution network.
In 2 years will browser extension wallets (Metamask, Phantom etc.) still be as pervasively used to access dapps as they are today? If no, what does the future look like and how do we get there?
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@calchulus
switching things up here:
@genopets
is top of mind for me - it had such a unique onboarding and minting experience and I haven't even played the game yet
@dydxprotocol
- amazing design and support
@tokenterminal
- minimalist design for data and business intelligence extraction
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@katiewav
@PennBlockchain
this should be more than just table stakes and yet it isn’t. we have pseudo anon amateur js devs writing smart contracts moving millions in liquidity around with suboptimal security measures and after a rushed audit will tweet about how it’s magic internet money
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One year ago today,
@ElectricCapital
released their popular and heavily cited 2021 Developer Report.
We've recently seen a number of alternative and derivative analytics on dev activity surface, but I would love to see how Electric's data and methodology compares for 2022
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Solana Saga is a bold yet necessary move for realizing a true 'ownership' economy: centralized off-chain data assets that can now be natively trustless upon generation and subsequently decentralized in storage.
Hardware oracles and decentralized IoT are the next frontier.
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why does being only a week old and a relatively innovative (debatable) consumer crypto app make it ok to be terrible product??
oh maybe because the loudest voices in this echo chamber have the most to gain and “speedrunning [x] in [y] market” now makes experimenting new product…
"the econ isn't perfect!"
ya, we know
"the app sucks!"
we're aware
"blockchain transactions are public"
ya man, we understand that too.
its a week old app that has some clear potential, we're gonna see where it goes.
thats it man, calm down.
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We've officially arrived at the point where crypto projects throw in "zk" and "zero-knowledge" into their pitch deck without having any idea how it actually works or how it can be properly implemented because 95% of VCs don't know either.
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yes, speculation of price movements of crypto products is a form of product market fit, but not entirely
when speculation turns out to be incorrect, market prices drop, leading to decrease consumer surplus and willingness to pay - one of the key indicators of product market fit
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the blockchain [tri]lemma needs a makeover.
i propose a pentalemma with a prioritization hierarchy:
- highest: (1) security, (2) performance
- high: (3) privacy, (4) liquidity
- low: (5) decentralization
1 & 2 brings web3 applications to parity with web2.
3 & 4 catalyzes…
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Are airdrops and monetary incentives going to be a consistent mechanism for blockchain infra and networks? Because with existing dynamics and utility, they absolutely should not be
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So when will the Scarlett Johansson voice feature be available for chatGPT?
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@conzimp
everything needs to defi. if you are bullish solana for gaming and nft's then by transitive property, you are also bullish on defi
at a macro elvel, defi is transitioning from application layer to infra/processing/network layers so it's getting overlooked in ecosystems like…
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If I ask you for your resume and you send it to my metamask as an NFT, I'm not sure if I should block you or hire you.
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DAI in 2023: a stablecoin
DAI in 2024: decentralized artificial intelligence
blockchain and cryptography primitives will play a key role in AI safety
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the correlation between trust in government and trust in crypto is closer to -1 than it has ever been
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threads and metamask are just a reminder that strong distribution is the name of the game, even as mid products in saturated markets
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the blockchain trilemma tradeoffs framework has fundamentally destroyed the design space of core blockchain network infra
with the exception of few, we are where we are today - vapor infra prioritizing token as product (this is such a terrible take btw) - because of the trilemma
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If we met IRL over the last few months, you have definitely heard me raving about
@WombatExchange
!
I am super excited to be supporting
@definidude
and the Wombat team with their pioneering stableswap platform as they push the boundaries of next-generation "money lego" protocols.
We've closed a strategic investment round led by
@shimacapital
& joined by
@jump_
and
@wormholecrypto
. With this, we prioritize bringing you a revolutionary stableswap that trailblazes through the DeFi space! 🙏 Thanks to our investors for the support!
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@jackbutcher
high grift, low utopianism projects (imitate > invent) result in short term social wins, long term financial losses
low grift, high utopianism projects (invent > imitate), result in short term social losses, long term financial wins
pick your fighter
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@Stonks_dot_com
Wait is this advice I should actually take? Instructions unclear. Just got a16z offer
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If you’re a b2c company and NFTs aren’t a part of your marketing strategy for 2022, you have 1.5 months left to fix that.
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