Liam McDonald
@maccanomics
Followers
2,977
Following
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Media
224
Statuses
1,783
Writing about the intersection of modularity, cryptography, and DeFi. Growth @Fair_block . priv/acc. Trying to keep it real.
Denver, CO
Joined June 2019
Don't wanna be here?
Send us removal request.
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Woke up this morning to my first 1K followers🫡
gm to everyone new here👋 Excited to connect and jam on ideas together.
Would love to hear your thoughts on anything I write about - we only learn if we're doing it alongside others.
A brief intro & what to expect from me🧵
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What's up with
@OlympusDAO
recently?
If you haven't kept up to date - the bear market has been PRODUCTIVE for their community.
Here's what's happening in Olympus today🧵 1/16
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Every time I open my X feed,
@RiscZero
has partnered with another leader in the modular ecosystem.
To understand why, I've put my researchooor cap back on🧢
🥁🥁🥁
Here's where ZK fits into blockchain scaling, featuring Risc Zero.
TLDR👇 1/14
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1/
@OlympusDAO
is one of the most successful
#DeFi
projects of all time. From design to community growth, there is so much that protocols can learn from Olympus' success.
Here’s what we at Ekonomia have elected as the most important takeaways from OlympusDAO🧵👇
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🛠️ The DeFi Review: Week 43🛠️
Gonna try out this long-form tweet this week for the algos. ICYMI:
1. SOLar Eclipse🌑
2. EigenSettle🧘♂️
3. RWA Liquidity Avalanche🏂
4. 3 Ways to Decentralize a Sequencer💻🛜💻
5. Frax RWAs💱
No time to waste! Let's get into it👇
1. Eclipse, the…
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Bringing Solidity compatibility to the MoveVM is pretty huge.
Now any EVM app can benefit from the security and performance of Move.
Transpilers are the uniting tide of blockchain & web 2 infra development.
0
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1/
#Crypto
is about innovating past the status quo - building new standards for money, democracy, and even culture.
$RAI by
@reflexerfinance
is redefining money as a non-pegged, fully decentralized stablecoin.
Here's what you can learn from RAI and its unique design🧵⌚️
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It's silly to think that all rollups will choose the same shared sequencer for composability + interop with other rollups. The paradox of choice, politics, and bag alignments force there to be many sequencer ecosystems.
Expecting us all to agree on one shared sequencer is…
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🛠️ The DeFI Review: Week 64🛠️
1⃣Horizontally Scaling Ethereum with zkSharding🖥️
2⃣Thinking Critically About Shared Sequencing💱
3⃣Cross-Chain Asset Transfers with zkIBC🤝
4⃣The Next Generation of zkVMs🚀
5⃣Universal Plasma and DA Challenges🤔
Now let's get to it, hey?👇…
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⚒️The DeFi Review⚒️ - Week 9
Threads I'll highlight:
1. Zero-knowledge proofs
2. Real World Assets
3. NFT-Fi
4. TradFi enters DeFi?
5. Investment Thesis for Investors + Protocols
Bonus: Genesis Ch. 11 Filing details
No time to waste! Let's dig in🍜
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5
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Closer & closer to fiat savings rates.
Say what you want about
@OlympusDAO
- but they're still one of the most innovative teams in DeFi, and they actually follow thru with their roadmap.
OHM as a DeFi treasury asset isn't so far-fetched - especially after USD debasement.
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My thoughts on MakerChain:
Summary:
@MakerDAO
's Rune announced his intentions for the next step in Maker's endgame: launching MakerChain. Rune favors the Solana ecosystem for this deployment for obvious performance benefits.
How this could go: There's much less access to…
6
2
24
There was so much hype leading up to the
@ChickenBonds
launch, but the protocol hasn't gotten the attention it deserves since.
A thread on Chicken Bonds (CBs) and why I believe they change the game for liquidity mining and incentivization.
1/22🧵
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🛠️ The DeFi Review: Week 33🛠️
Major announcements this week. ICYMI:
1. Polygon 2.0 & $POL💸
2. Farms of the Month🧠
3. Should Rollups use PoS?🤔
4. Let's Get $HAI⛅
5. The Restaking Primitive🤝
Bonus: The ZK Download🕵️
News: Did XRP Beat the Case?
No time to waste⌚🧵
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3
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🛠️The DeFi Review: Week 51🛠️
Devconnect. High Signal. Will be sharing some projects that have caught my eye this week.
1⃣
@0xstackr
: Meeting Devs Where They Are🧑💻
2⃣General Purpose Proving with
@MarlinProtocol
🧑⚖️
3⃣Uniting AI and Execution in On-chain Apps🤝
4⃣Taiko: The Modular…
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🛠️ The DeFi Review: Week 45🛠️
All in on infra this week. ICYMI:
1. The Future of Blockchain Interoperability🫂
2. ZK Meets Blockchain Scaling🚀
3. Bringing EVM to Move🫵
4.
@vistaralabs
: Web3's Hardware Availability Layer💻
5. Stateless Clients🕵️
Welcoming some new friends to…
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Privacy has maximal product-market fit IRL. But why hasn’t it found PMF on-chain yet? The demand is there, so why isn't it accessible?
Traditional approaches to on-chain privacy are mainly one-size-fits-all (fully private ZK-based solutions) and require users to bridge assets to…
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Is anyone exploring AVSs on
@avax
/ is this possible with Avalanche’s validator AVAX staking requirements?
Maybe subnet validators could accept liquid restaked tokens or something. Spitballing
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🛠️The DeFi Review: Week 47🛠️
Onward from the EVM. ICYMI:
1⃣Digital Identity & ZKPs🕵️
2⃣Away from the EVM📈
3⃣The Evolution of Execution Environments🚀
4⃣32 DeFi Protocols to Watch🧐
5⃣The Deepest Dive into the OP Stack🔴
No time to waste! Let's get to it⌛️
⏬⏬⏬
1⃣ Digital…
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🛠️ The DeFi Review: Week 37🛠️
It's on-chain summer🌅 ICYMI:
1. Will Rollups-as-a-Service go to Zero?🤔
2.
@RiscZero
ZKPs on Testnet⏰
3. Osmosis 🤝 Celestia💰
4. Introducing
@fluentxyz
⌨️
5. Will Cosmos Make a Comeback?⚛️
Bonus: On-Chain Summer is Here😎
No time to waste👇⌚
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@SarsonFunds
@Popcorn_DAO
@OlympusDAO
@banklessDAO
Really excited to see
@Popcorn_DAO
partnering with
@OlympusDAO
and
@banklessDAO
. Raising awareness of how we can build a better world with crypto will be huge for onboarding institutions and users alike into the space. Well done
@amart_tech
and
@SerKisselgof
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.
@Fair_Block
is live on our first public testnet!
Privacy must be delivered to users' and developers' favorite apps and environments. Doing so will give us the rails to onboard the next substantial wave of users and capital.
Not stopping til privacy is a standard.
Priv/acc🫡
🧚The Fairblock Public Testnet is Now Live!🧚
The FairyRing chain enables developers in Cosmos to harness programmable privacy🔐
Coming to the Arbitrum, Optimism, and Celestia ecosystems next🫡
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Excited to be giving a talk about encryption tools that can be used for bad-MEV prevention in DeFi tomorrow at the
@EthereumDenver
Submarine Stage at 12:30pm.
Pumped to share some of what we've been cooking up
@Fair_Block
🧑🍳
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Rollups-as-a-Service is how we make blockchains available at scale to enterprises, startups, and apps alike.
Drawing the SaaS parallel makes RaaS offerings digestible to institutions, laying the foundation for app & enterprise-specific rollup future.
Glad we're grasping this.
It’s very exciting to see RaaS unite the crypto <> cloud worlds.
Companies already know how to assess and purchase SaaS. It’ll make consumption of blockchain products much easier for them.
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🛠️ The DeFi Review: Week 40🛠️
1. The
@eigenlayer
Ecosystem
2.
@MakerDAO
MakerChain
3. Understanding
@monad_xyz
4. Deep Dive into
@RainmakerWallet
5. LST Social Consensus
News: SEC Delays Bitcoin Spot ETF Rulings
No time to waste! Let's get to it👇 ⌚
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PMF for on-chain privacy is so clear.
We've just been delivering it wrong. Privacy-specific L1s have made privacy a luxury when it should be a standard.
The endgame for on-chain privacy is delivering it to users' favorite apps, wallets, & protocols. This is a necessary step to…
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Some reflections after 6 months of The DeFi Review:
When I began The DeFi Review, I wanted to commit myself to contribute value to this space in one way each week that was non-negotiable.
It's easy to make excuses to not learn out loud
🛠️ The DeFi Review: Week 26🛠️
Celebrating 6 months of The DeFi Review🥂
This is how I stay on the pulse - and I hope it helps you too.
ICYMI:
1. Risks of
@eigenlayer
2. IBC Rollups with
@EclipseFND
3. Macro Updates
4. Shorting Impermanent Loss
5. Tracking a16z
LFG🧵👇
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🛠️The DeFi Review: Week 52🛠️
Celebrating 1 year of DeFi Reviews. In my privacy arc. ICYMI:
1⃣Devconnect Reflections🧠
2⃣Solving On-chain Privacy🧑💻
3⃣Privacy-Enabling Technologies🕵️
4⃣Compliant Programmable Privacy🧑⚖️
5⃣Takeaways from Blast L2🫰
Bonus: Introducing M2🧱
Let's get…
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After a 3 day fast I've realized that I don't need food as much as I thought I do.
I felt mentally clear, energized, and focused. Didn't need as much sleep.
3 meals a day is a meme pushed by big food.
I'm not educated at all about fasting but these are my reflections.
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🛠️ The DeFi Review: Week 30🛠️
A big up week for prices and products. ICYMI:
1.
@blackrock
files for a Spot Bitcoin ETF💰
2.
@fraxfinance
announces Fraxchain👀
3. Oracle-less DeFi🧠
4. FiatFi: Bridging TradFi and DeFi🌉
5. The Rise of Rocketpool🚀
Let's get to it⌚
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🛠️The DeFi Review: Week 60🛠️
1⃣Restaking in Shared Sequencers💰🔒
2⃣Exploring Liquid Restaking Tokens (LRTs)🪙
3⃣Electric Capital’s 2023 Developer Report👨💻
4⃣L2 Semantics📔
5⃣Bro, Wat is Hyperlane?🫠
Bonus: Rise of Renzo☝️
What a week, hey? Let's get to it⌛️👇
1⃣Restaking in…
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Just booked my flight for Istanbul. Who’s gonna be in town?
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Shouts to
@banklessDAO
&
@BanklessWriters
for giving me the platform to share my writing!
Check out my article "Into the Cosmos: The App-Chain Thesis Enters Ethereum," which highlights how the
@cosmos
app-chain thesis is converging with
@ethereum
through App-Specific Rollups🗣️🔊
BanklessDAO Writer's Cohort churns out a piece on "rollups as a service" (RaaS) by
@0xmacca
via
@BanklessPub
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I’ve spent the last few months thinking a lot about governance🤔
If you’ve participated in crypto governance, you know more than anyone - it's a mess.
But WHY has governance failed? And is there any hope for its revival?
Some reflections and questions🪞
Let's dig in👇
1/17
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Just wanna give a shout to my boy
@livingwithwill
from
@movementlabsxyz
He really be killing branding, marketing & community/culture development - everyone taking📝
& shouts to the whole Movement team - this wouldn't be effective without the collective. Excited for Modular day
Presenting: 🏔️MODULAR DAY ETHDenver 2024🏔️
Bringing Modular Expansion to the forefront of Web3
✅
@AptosLabs
✅
@berachain
✅
@CelestiaOrg
✅
@Hyperlane_xyz
✅
@initiaFDN
✅?
🗓️ Wednesday, February 28th
⏰ 11AM - 7PM MT
🌄 RSVP:
Stay tuned for more info 👀
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🛠️The DeFi Review: Week 67🛠️
1⃣On-chain Confidential Computing with Zama🥷
2⃣Rollchains: Modularizing Cosmos⚛️
3⃣Programmable Privacy Delivered Everywhere🛜
4⃣Thoughts on the State of Cryptographic Privacy🔏
5⃣Takeaways from ETH Denver🫂
No time to waste! Let's get to it👇…
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Rollups-as-a-Service: The next major crypto narrative.
All eyes are on a new era of rollups - more specialized & app-specific - dubbed Rollups-as-a-Service (RaaS).
RaaS is how the
@cosmos
app-chain thesis converges with Ethereum. Hear me out.
🧵 (1/14)
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🛠️The DeFi Review: Week 57🛠️
A time to reflect and think critically about how to craft a better future. Here are the top 5 threads/articles I found this week that provoked important thoughts around my perspective of the crypto industry.
1⃣ Conflicting Feelings as a Participant…
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I've spent the last 6 months digging into the interoperability narrative.
The answer is more apparent than ever.
@Hyperlane_xyz
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🛠️The DeFi Review: Week 43🛠️
Mobbin. ICYMI:
1. Parallel Processing 🤝 EVM
2. Solana the Sequencer?⛓️
3. Rollup Centralization🤔
4. Fully Homomorphic Encryption🔒
5. Deep Dive into Eclipse🌔
Trying out this long-form again for the algos. Let's get to it⏬
__________________
1.…
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Privacy plug-ins are a critical component of the modular stack... and they're largely missing from protocol and app design.
Enter
@Fair_Block
.
Thrilled to share that I've joined
@Pememoni
& team to make programmable privacy a standard in on-chain UX.
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🛠️The DeFi Review: Week 31🛠️
Up, down, left and right -- builders keep building. ICYMI:
1. Adoption & the Infra Layer🏗️
2. A Panel on Restaking👥
3. DVT & LSDs🔥
4. Interoperability with
@axelarcore
⛓️
5. Tracking
@coinbase
Ventures🔍
Bonus: Some Hopium🌅
LFG🧵⌚
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Great chatting with
@GuyZys
from
@FhenixIO
,
@ravitals
from
@SunscreenTech
, and
@0xbyyou
from
@Fair_Block
today about the State of Privacy in the Transaction Supply Chain.
Guy and Ravital both betting on 1-2 years for FHE to be reliably available on-chain. Ambitious - I love it.
Panel discussion at MEV Research Day, "State of Privacy in the Transaction Supply Chain" featured our Co-Founder
@GuyZys
of
@FhenixIO
,
@ravitals
of
@SunscreenTech
, and
@0xbyyou
of
@Fair_Block
, moderated by
@maccanomics
.
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🛠️The DeFi Review: Week 32🛠️
Man, the DeFi Review is kinda becoming a Rollup Review👀 ICYMI:
1. On
@eigenlayer
🤝
2. The Business Model behind LSDFi💰
3. Two bangers from
@modularmedia_
🔥
4. Ethereum's Activation Queue⌛
5. pxETH Alfa from
@redactedcartel
⬨
LFG🧵👇
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🛠️ The DeFi Review: Week 25🛠️
Some weeks you just gotta spend some time learning. ICYMI:
1. Cosmos Catalysts⚛️
2. Dune Queries with ChatGPT👾
3. ERC-6551: The New NFT Standard🖼️
4. Navigating
@pendle_fi
🗺️
5. Setting up your multi-sig with
@safe
🔒
Excited to share⌛ 🧵
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🛠️ The DeFi Review: Week 38🛠️
Keeping up with all things infra & DeFi. ICYMI:
1. Modularism or Maximalism?⛓️
2. Bonsai by
@RiscZero
🚀
3. zkInteroperability🌉
4. The State of Base🔵
5. Disintermediating Financial Supply Chains🪓
No time to waste! Let's go⌚👇
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Composable privacy.
The missing piece of the modular stack.
The Modular Ecosystem Map:
A market map of the 100+ projects leading the Modular Expansion.
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🛠️The DeFi Review: Week 50🛠️
Markets pumping, threadooors are so back. The builders keep buidling. ICYMI:
1⃣Bonsai Pay by
@RiscZero
💱
2⃣zkSharding for Ethereum by
@nil_foundation
🧩
3⃣Value accrual in the Modular World🧱
4⃣Near DA: ETH-Killers to ETH-Alignment🏃♂️
5⃣Witness Chain:…
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🛠️The DeFi Review: Week 69🛠️
It all comes back to modularity, shared security, and cryptographic acceleration. ICYMI:
1⃣FHE for ML and AI🕵️
2⃣On-chain Obligation Clearing and Mutual Credit🫰
3⃣Let’s Phase out Token-go-up-enomics🙅
4⃣Sei Bends the Knee🧱🧎
5⃣Securing Parallel ZK…
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It's hard to see my bets go south and money evaporate.
The same is happening with your dollars - but it's a glorified, slow burn.
Crypto was created to innovate our way out of the 'justified' robbery that is fiat money. The drawing board never ends.
We're learning - are you?
2
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🛠️The DeFi Review: Week 63🛠️
Action-packed week for the modular community. ICYMI:
1⃣Polygon’s Endgame🧠
2⃣Encrypted Mempools Coming to Starknet🥷
3⃣Fixing fragmentation🌉
4⃣Decentralizing Programmable Truth⚖️
5⃣Fraxchain is here💰
This one's educational. Let's break these down…
1
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🛠️The DeFi Review: Week 58🛠️
The modular eco is bringing major energy into 2024. ICYMI:
1⃣ Various Approaches to On-chain Privacy🕵️
2⃣Eclipse's Bridge and Proving Architecture🌉⚖️
3⃣ZK-IBC with Union💱
4⃣Lyra Chain: Modular Options Liquidity🧱
5⃣Inscriptions Everywhere📝
No…
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🛠️ The DeFi Review: Week 39🛠️
An assortment of rollups & DeFi. ICYMI:
1. Zeth: The First Type 0 zkEVM⛓️
2. Solving the Stablecoin Trilemma💰
3. Do Rollups Need to be Decentralized?🤔
4. Pendle's RWA Arc🌈
5. Rollups for Dummies🤖
TGIF!👇 ⌚
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🛠️The DeFi Review: Week 46🛠️
Mindshare is shifting on the infra front. ICYMI:
1⃣ Horizontal Scaling via Hidden Rollups
2⃣Primer on Parallelized Execution
3⃣2024: The Year of the Execution Layer
4⃣SBF Trial Recap
5⃣Frax 2023 Review
Bonus: Improving DYDX Tokenomics
No time to…
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🛠️The DeFi Review: Week 68🛠️
1⃣Naysayer Proofs
2⃣Preconfirmations: The Fulfillment-Delivery Paradigm
3⃣The Various Layers of Decentralizing AI
4⃣The Truths about Rollup Security with DAS
5⃣What is Shared Sequencing?
Hit the books hard this week. Excited to share what I've…
2
5
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🛠️The DeFi Review: Week 61🛠️
We're buzzing. ICYMI:
1⃣The Aggregated Blockchain Thesis🧱
2⃣Fairblock in Simple Terms📝
3⃣Parallelization FTW🙌
4⃣Let’s Be Real About the App-Chain Thesis⚖️
5⃣Building on Bitcoin🔨
Bonus: Entering my Shitposting Era💩
Longform today. Why don't…
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🛠️ The DeFi Review: Week 34🛠️
ETHcc week -and what a difference CT was. ICYMI:
1. The Evolution of Interoperability🔀
2. Waymont Hack Detection🕵️
3. Espresso 🤝 EigenLayer🔥
4. DYDX & The L2 Adoption Wars🤔
5. CCIP by ChainlinkL🔙 🔛 🔝
Bonus: Hello UniswapX👋
Strap in... ⌚👇
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I keep seeing
@LiquityProtocol
people walk around conferences with
@ChickenBonds
hats.
I want one. They're sick.
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🛠️ The DeFi Review: Week 42🛠️
Reviving bullishness. ICYMI:
1. Welcome to the MovementⓂ️
2. Sun's Up on Solana Beach🌞
3. The Rise of ZK Coprocessors🖥️
4. Deep Dive on Rollup Design🧩
5. LSD Summer🏖️
No time to waste⌛ Let's get to it👇
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3/ Olympus recently launched its v3, which introduces more novel tech to DeFi.
This new tech stack includes Range-Bound Stability (RBS) and Flex Loans. OHM's APY was also lowered to ~7%, so say goodbye to that 10K% yield😅
On-chain governance is on its way too🤫
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Last week, the Ekonomia team took a deep dive into Frax, one of the most promising stablecoin projects in
#crypto
.
Here are some takeaways from our chat about what differentiates
@Fraxfinance
from the pack and what future
#stablecoin
projects can learn from them 🧵⌛️
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🛠️The DeFi Review: Week 66🛠️
ETH Denver week. The DeFi Review will take a bit of a different form this week as I'll briefly cover the biggest narratives and reflections I've taken from the conference. Links for the most interesting posts from the week are below.
Let's get to…
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Thrilled to be moderating the 'State of Privacy in the Txn Supply Chain' panel next Friday with
@GuyZys
from
@FhenixIO
,
@0xbyyou
from
@Fair_Block
, & Ravital from
@SunscreenTech
.
Excited to talk with some of the most forward-thinking minds in applied cryptography about the future…
Releasing part 2 of our ETH Denver MEV agenda in collaboration with
@HashKeyCapital
.
More speakers and panels to be announced soon!
Apply here:
Limited spots available.
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This bear market is when crypto graduates from speculation to global utility and seamless UX.
Top 3 developments to watch for this crypto winter:
1.
#DigitalIdentity
and on-chain
#reputation
2. Decentralized
#stablecoins
3.
#Regulation
I've never been more optimistic.
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🛠️ The DeFi Review: Week 36🛠️
5 threads reviewing the week on CT. ICYMI:
1. Curve Hack🕵️
2. Account Abstraction 101✏️
3. Data Availability vs Data Storage📦
4. Utilities of Shared Sequencers💱
5. Paths Forward for Decentralized Lending🤝
Bonus: Stablecoin Resources💵
LFG⌚👇
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***Assembling an elite squadron of modular minds to talk through design details, questions, and the gaps that need to be filled***
Will be making a private Discord for these conversations. Comment if you're interested - don't bother if you won't actively participate.
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Starting this thread to publicly brainstorm how a token could fit into
@eigenlayer
.
Will continue adding to this as I think of more ideas
@sreeramkannan
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The next two decades will see the ‘Great Wealth Transfer’ of ~$68 trillion from boomers to their descendants converge with the onboarding of roughly 2 billion people unbanked into a new global economy powered by
#blockchain
.
The result will be
#crypto
’s Cambrian Explosion.
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The strongest form of leadership is empowering your employees to take ownership and lead in their own ways.
After an initial period of education and handholding, you have to trust them to be pros.
Lack of trust is why companies fail to scale.
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🛠️The DeFi Review: Week 73🛠️
Halving in T-4 hours. Dubaiooors went swimming. ICYMI:
1⃣Eigen “Security”🤔
2⃣Death to the Public Mempool💀Eigen “Security”🤔
3⃣Thoughts on Redesigning Money Systems💱
4⃣Why the Winners Won💡
5⃣The State of FHE🔐
No time to waste tonight. Let’s get…
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Every 6-8 months, I find a crypto podcast episode that inspires where I choose to invest my time and resources for the foreseeable future.
Experienced this again this week after listening to
@BanklessHQ
's ep. with the
@ElectricCapital
team
@sanjaypshah
&
@avichal
.
Listen up.
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5. Hearing lots of CT talk about the Rocketpool flippening - when rETH surpasses stETH in TVL.
Rocketpool has been shipping recently, and these five upgrades could lead us to that future🧐
Thanks
@Jasper_ETH
for the review💪
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Encryption will be coming to
@CelestiaOrg
at the baselayer of rollups soon too👀
ZK accounts and programmable encryption are converging at an important time🫡
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🛠️The DeFi Review: Week 59🛠️
Learning and iterating. On repeat🔁 ICYMI:
1⃣Union Connects Modular Liquidity🛜
2⃣Improving Efficiency of State Merkleization🌲
3⃣Takeaways from Two Months of Celestia Mainnet🧱
4⃣Parallel Execution and Common Dependencies 🔁
5⃣The End of Alt-L1s🤔…
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It’s relieving and energizing to leave my phone at home and be more open to spontaneous connections in the in-between times: elevator, in line for food, etc.
People - myself included - are too occupied nowadays and the downstream effects are far greater than we can see.
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⚒️ The DeFi Review: Week 21⚒️
A very informative week in crypto. We're all still learning.
ICYMI:
1. BORGS: A New Foundation for DAOs🏢
2. The Centralization Vectors of L2s❌
3. Introducing HAI💰
4. Ethereum's Next Steps⛓️
5. Frontrunning Narratives🗺️
Let's Rock🎸
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Modular privacy
30 more projects leading the Modular Expansion, depicted in a phrase👇
@berachain
polaris, proof of liquidity
@MitosisOrg
liquidity layer
@AcrossProtocol
intents for interop
@Calderaxyz
RaaS for modular chains
@ProjectZKM
zk based VM
@nim_network
matchbox DAO based gaming…
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Super excited to be in Davos, Switzerland this week for the World Economic Forum and
#Blockchain
Hub with
@Casper_Labs
and
@SarsonFunds
… if you’re in town, hit me up!
#Crypto
will be in the spotlight at this year’s
#WEF
, will be posting updates as they come.
@wef
#Davos
#WEF22
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Last week, I wrapped up my time working at
@SarsonFunds
.
I am beyond grateful for the opportunities I was given to learn and dive deep into the crypto space next to so many intelligent and talented people.
Next stop: DeFi. More details to come!
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1. Modular blockchains are the materialization of years of infrastructure experimentation. They bring together the best components of each framework and are capable of being deployed to any network.
Shouts
@sunnydece
from
@MessariCrypto
for the review🔥
1/ Here’s everything you need to know about modular blockchains🤘
Part 1 - The Ecosystems & Functional Layers
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To all the logicians fading modular blockspace because there’s 'no pathway' to revenue without a centralized sequencer -
Lets remember that we're here for permissionless innovation.
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9/ The OHM moving price average is designed to bounce off the upper and lower bounds because of the deep liquidity established there. This is where "Range-Bound Stability" derives from.
If there's any confusion, hit me up. I'm happy to explain further.
Now onto Flex Loans💪
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Never stop asking yourself how you can improve - even when life is good. This applies to every part of life / society.
When we stop analyzing and improving, we make way for hard times, and yes, bear markets.
Success and struggle are cyclical, but we can manage the delta.
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Bonus: I've been talking a lot about
@eigenlayer
the last few weeks, and I don't think it hurts to share some more info from a different angle.
Check out
@loganodes
's deep dive on Eigen and the potential rewards from participating in ETH middleware🧠
1/
The staking industry has grown to a whopping ~$152 billion, with
#Ethereum
leading the charge with the recent shift to PoS consensus🌐
But what if we told you that stakers could do more than just earn revenue from validating Ethereum transactions?
Introducing
@eigenlayer
🧵👇
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Same-block atomic composability between rollups is the holy grail of cross-chain interop and chain-abstracted UX.
Every major rollup, sequencer, and even L1 is taking notice. Excited to see this ship
@nodekitorg
Introducing Javelin: The Super Builder by NodeKit
With Javelin, cross-rollup transactions can be atomically executed, allowing two different blockchains to communicate within a single block. This unlocks atomic synchronous composability between rollups.
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🛠️The DeFi Review: Week 71🛠️
This is my longest newsletter yet. Considering moving this to email delivery moving forward. ICYMI:
1⃣A TLDR on Chain Abstraction🔌
2⃣Do We Need L3s?🏘️
3⃣Under-Explored Challenges for AVS Economics🔐
4⃣Weighing Approaches to Verifiable Inference💡…
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⚒️The DeFi Review - Week 11⚒️
Threads I'll highlight:
1. A Defense for Retail Staking🤝
2. The Future of Blockchain Interoperability💻🔁💻
3. Top ZK Projects🪪
4. The Frax Flywheel🪙
5. Small Cap Sights👀
Here's what happened on crypto Twitter this week - let's dig in⛏️
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Thinking about checking out different crypto cities around the world, then settling in one of them after.
Acceleration & connectivity is faster IRL.
Where should I consider?
NYC, SF, Lisbon - where else?
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Unreal week at Devcon. Some takeaways:
1. Scaling solutions everywhere: L2s and zkEVMs
2. Get to know
@cosmos
3. Stablecoins: need more + native cross-chain
4. Minimize governance + venomics
5. ReFi is on people's minds
6. Scarce NFT presence
7.Regulation looks🤡
What'd I miss?
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The modular thesis is about building puzzle-piece infrastructure that accelerates the adoption of blockchain technology. Acceleration happens at the protocol and application layers, where developers are empowered to build better user experiences for their intended audiences.…
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You lost a lot of money so far in the bear market. So did I.
Why?
Because we didn't understand network effects.
Some advice to my younger self. Listen up.
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The open-source nature of crypto is like playing legos with ideas - restoring humility, selflessness and community to innovation.
#Web3
is because of every builder - and the future we are creating is only possible because of all those who built before us.
@BanklessHQ
#ETH
#DeFi
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